SolidSnake的个人主页 - 老虎社区

SolidSnake

SolidSnake

George

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2021-09-27

Good strategy to focus on decarbonisation

Singapore to develop carbon credit trading marketplace to support decarbonisation, sustainability: Tan See Leng<blockquote>新加坡将开发碳信用交易市场以支持脱碳和可持续发展：Tan See Leng</blockquote>

2021-07-25

Good

US IPO Week Ahead: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</blockquote>

2021-05-15

My friend and I r vested

抱歉，原内容已删除

2021-04-24

It is possible

抱歉，原内容已删除

2021-04-27

Looking ready for big rally

Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote>

2021-07-19

Agreed

Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>

2021-06-30

Wonderful

抱歉，原内容已删除

2021-04-17

EV is getting too much attention

EV Stocks underperformed<blockquote>电动汽车股票表现不佳</blockquote>

2021-04-14

Will rally more

JPMorgan Chase beats analysts’ estimates as bank releases $5.2 billion in loan loss reserves<blockquote>摩根大通公布52亿美元贷款损失准备金，超出分析师预期</blockquote>

2021-03-04

Vested in PLTR. Will ride through this storm together

Palantir advanced more than 3%<blockquote>Palantir 上涨超过 3%</blockquote>

去老虎APP查看更多动态

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href=\"https://laohu8.com/U/3569277422888666\">@SolidSnake</a>:Good review","listText":"Good//<a href=\"https://laohu8.com/U/3569277422888666\">@SolidSnake</a>:Good review","text":"Good//@SolidSnake:Good review","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/602365289","repostId":"1163556498","repostType":4,"repost":{"id":"1163556498","kind":"news","pubTimestamp":1632736902,"share":"https://www.laohunote.com/m/news/1163556498?lang=zh_CN&edition=full","pubTime":"2021-09-27 18:01","market":"us","language":"en","title":"BlackBerry Is Dead Money, Here's Why<blockquote>黑莓是死钱，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163556498","media":"Seeking Alpha","summary":"Summary\n\nBlackBerry continues to face significant revenue challenges.\nA steep year-over-year revenue","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>BlackBerry continues to face significant revenue challenges.</li>  <li>A steep year-over-year revenue decline and lower gross margins loomed large in BlackBerry’s Q2’22 earnings card.</li>  <li>BlackBerry remains overvalued.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2900b6aa2b86f6c931a20cf5419d1493\" tg-width=\"1536\" tg-height=\"983\" width=\"100%\" height=\"auto\"><span>da-kuk/E+ via Getty Images</span></p><p><blockquote><ul><li>黑莓继续面临巨大的收入挑战。</li><li>在黑莓 22 年第二季度的盈利卡上，收入同比大幅下降和毛利率下降显得尤为突出。</li><li>黑莓仍然被高估。</li></ul><p class=\"t-img-caption\"><span>da-kuk/E+ 来自盖蒂图片社</span></p></blockquote></p><p> BlackBerry's(NYSE:BB)struggles continue. The firm's earnings card showed a large revenue drop year over year and negative operating cash flow/free cash flow for the first six months of the year. Since the revenue trend still hasn't been reversed, the stock is not a buy!</p><p><blockquote>黑莓（纽约证券交易所股票代码：BB）的困境仍在继续。该公司的收益卡显示，今年前六个月的收入同比大幅下降，运营现金流/自由现金流为负。由于收入趋势仍未逆转，因此该股不值得买入!</blockquote></p><p> <b>Meme buzz for a struggling business that hasn't found itself yet</b></p><p><blockquote><b>模因热议一家尚未找到自我的苦苦挣扎的企业</b></blockquote></p><p> BlackBerry is once again a&nbsp;hotly discussed subject&nbsp;on the widely read investment forum \"WallStreetBets\", which shot to fame in 2021 when mostly younger investors banded together on Reddit and successfully forced hedge funds to close their short positions in video game retailer GameStop(NYSE:GME). BlackBerry started to attract more attention as a potential short squeeze target earlier this year due to its unresolved business challenges and high short interest ratio. In 2021, shares of BlackBerry spiked twice on heavy, Reddit-organized retail buying and attempts to ignite a short squeeze, but the stock faded from its highs. Shares of BlackBerry went through a 50% drop in pricing since June. About 7% of BlackBerry's shares are shorted.</p><p><blockquote>黑莓再次成为广泛阅读的投资论坛“WallStreetBets”上热议的话题，该论坛在 2021 年一举成名，当时大多数年轻投资者在 Reddit 上联合起来，成功迫使对冲基金平仓视频游戏零售商游戏驿站（纽约证券交易所股票代码：GME）。由于尚未解决的业务挑战和较高的空头利率，黑莓今年早些时候开始作为潜在的挤空目标吸引更多关注。2021 年，由于 Reddit 组织的大量零售购买和试图引发空头挤压，黑莓股价两次飙升，但该股从高点回落。自 6 月份以来，黑莓股价下跌了 50%。黑莓约7%的股票被做空。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0fb3bca6ffae4613c23de2f92b9f565\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Despite meme buzz developing around the BlackBerry name this year, the firm's&nbsp;second-quarter&nbsp;showed that business challenges have not successfully been addressed yet and that a revenue turnaround is still not around the corner. BlackBerry generated just $175M in revenues in Q2'22, showing a top-line decline of 32% year over year. Q2'22 revenues, however, increased $1M quarter over quarter on higher Cyber Security revenues. The firm's Cyber Security segment added $13M in revenues in the second-quarter due to strengthening billings, but the segment still generated about the same level of revenues in Q2'22 as it did in the year-earlier period, about $120M. The Internet of Things/IoT segment generated $40M in revenues, a decline of $3M quarter over quarter. BlackBerry's IoT segment includes revenues generated from its QNX operating system which is embedded in more than&nbsp;195M vehicles. BlackBerry's QNX-related revenues come chiefly from production-based royalties so the revenue outlook for this segment is inextricably tied to the turnaround prospects of the automotive industry.</p><p><blockquote>尽管今年围绕黑莓这个名字出现了模因热议，但该公司第二季度的业绩显示，业务挑战尚未成功解决，收入好转仍未指日可待。黑莓 2022 年第二季度仅产生 1.75 亿美元的收入，营收同比下降 32%。然而，由于网络安全收入的增加，22 年第二季度的收入环比增加了 100 万美元。由于账单增强，该公司的网络安全部门第二季度收入增加了 1300 万美元，但该部门在 2022 年第二季度的收入仍与去年同期大致相同，约为 1.2 亿美元。物联网/物联网部门创造了4000万美元的收入，环比下降了300万美元。黑莓的物联网部门包括其嵌入在超过 1.95 亿辆汽车中的 QNX 操作系统产生的收入。黑莓与 QNX 相关的收入主要来自基于生产的特许权使用费，因此该细分市场的收入前景与汽车行业的扭亏为盈前景密不可分。</blockquote></p><p> BlackBerry's gross margins also continued to decline in the second-quarter with gross margins falling from 76.8% in Q2'21 to 64.0% in Q2'22. Gross margin, expressed as dollars, declined 43.7% year over year to only $112M. Total dollar loss in the second-quarter increased by a factor of six to $144M.</p><p><blockquote>黑莓第二季度的毛利率也继续下降，毛利率从 21 年第二季度的 76.8% 降至 22 年第二季度的 64.0%。以美元表示的毛利率同比下降 43.7%，仅为 1.12 亿美元。第二季度美元总亏损增加了 6 倍，达到 1.44 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ab3b3f9b4831b274e249874f90d6048\" tg-width=\"962\" tg-height=\"617\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p> Although BlackBerry generated a $1M increase in sales growth quarter over quarter, the longer-term trend shows a continual erosion of its revenue base. The firm has not turned the corner in the second-quarter and BlackBerry's suffering has not ended yet...</p><p><blockquote>尽管黑莓的销售额环比增长了 100 万美元，但长期趋势表明其收入基础持续受到侵蚀。该公司在第二季度还没有扭转局面，黑莓的痛苦还没有结束……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2189338d5de276eccdabcba751abc9c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> BlackBerry, however, generated a positive cash flow from operating activities of $12M in the second-quarter. After investments, $10M in free cash flow remained… which calculates to a margin of just 5.7%. Due to negative cash flow from operating activities in Q1'22, free cash flow for the first six months of FY 2022 was $(25M).</p><p><blockquote>然而，黑莓第二季度的经营活动产生了 1200 万美元的正现金流。投资后，剩下1000万美元的自由现金流……计算出利润率仅为5.7%。由于 22 财年第一季度经营活动产生的负现金流，2022 财年前六个月的自由现金流为 2500 万美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b098aba440234948d23ebcda42dce31c\" tg-width=\"790\" tg-height=\"719\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p></p><p> BlackBerry sees stronger revenues in the second half of the year compared to the first-half for both of its main businesses, Cyber Security and IoT. BlackBerry defended its revenue guidance on the second-quarter Conference Call (transcript) and said that the Cyber Security business should generate between $495M and $515M in revenues in FY 2022, with revenues likely to fall into the low end of the range. The IoT business is expected to generate $180M to $200M in revenues this fiscal year, although prospects for sales growth are related to a better flow of semiconductors in the automotive industry. Based on complementary information provided on the Conference Call, BlackBerry sees risks related to the recovery of the automotive sector in the second-half of FY 2022… which is set to impact QNX-related revenues.</p><p><blockquote>与上半年相比，黑莓下半年的收入将强于上半年。黑莓为其第二季度电话会议（文字记录）的收入指引进行了辩护，并表示网络安全业务在 2022 财年应产生 4.95 亿至 5.15 亿美元的收入，收入可能会落入该范围的低端。物联网业务预计本财年将产生 1.8 亿至 2 亿美元的收入，尽管销售增长的前景与汽车行业半导体的更好流动有关。根据电话会议提供的补充信息，黑莓认为 2022 财年下半年汽车行业复苏存在相关风险……这将影响 QNX 相关收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add7445e97b78d23bead4bc80eed56ea\" tg-width=\"692\" tg-height=\"225\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p> Despite a challenging revenue situation, losses and negative free cash flow, BlackBerry trades at a P-S ratio of 6.7… a multiplier factor normally reserved for companies that are expanding and growing revenues rapidly. BlackBerry now offers only the valuation of such a company, but not the fundamentals. The P-S ratio assumes FY 2023 sales of $882M. Revenue estimates are also falling...</p><p><blockquote>尽管面临严峻的收入形势、亏损和负自由现金流，黑莓的市盈率仍为 6.7……这是一个通常为快速扩张和增加收入的公司保留的乘数系数。黑莓现在只提供这样一家公司的估值，而不提供基本面。市盈率假设 2023 财年销售额为 8.82 亿美元。收入预期也在下降……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773ca1b25e7c697a10b122383650945e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Risks with BlackBerry</b></p><p><blockquote><b>黑莓风险</b></blockquote></p><p> BlackBerry is still subject to a long-term revenue decline and so far no evidence has come to light that could lead the market to believe that things are changing for the better. Although the firm is trying to move into a new business direction with Cyber Security and IoT, revenue challenges persist, BlackBerry's free cash flow is not great and declining gross margins are not exactly evidence of strengthening commercial performance. If BlackBerry doesn't find a solution to its consistent revenue declines and its negative free cash flow, the market could lose its patience with BlackBerry and punish it with a lower sales multiplier.</p><p><blockquote>黑莓的收入仍然长期下降，到目前为止，还没有证据表明市场相信情况正在好转。尽管该公司正试图进入网络安全和物联网的新业务方向，但收入挑战依然存在，黑莓的自由现金流并不大，毛利率下降并不完全是商业业绩增强的证据。如果黑莓找不到解决其持续收入下降和负自由现金流的办法，市场可能会对黑莓失去耐心，并以更低的销售乘数惩罚它。</blockquote></p><p> If BlackBerry gains revenue momentum in the last two quarters of FY 2022, achieves higher gross margins and generates positive free cash flow, then I am willing to change my outlook for the stock. Given BlackBerry's dim revenue and margin history, however, the chances of this happening are slim.</p><p><blockquote>如果黑莓在 2022 财年最后两个季度获得收入势头，实现更高的毛利率并产生正的自由现金流，那么我愿意改变对该股的展望。然而，鉴于黑莓惨淡的收入和利润率历史，这种情况发生的可能性很小。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> BlackBerry's business continues to be stuck in quicksand and any money invested in the firm is likely \"dead money\" for the foreseeable future. BlackBerry is not making material progress fast enough and the steep year-over-year revenue decline stings. BlackBerry needs a much stronger rebound in revenues and cash flow to grow into its current market value. Based on BlackBerry's commercial performance, the shares remain massively overvalued!</p><p><blockquote>黑莓的业务继续陷入流沙，在可预见的未来，任何投资于该公司的资金都可能是“死钱”。黑莓取得的实质性进展不够快，收入同比大幅下降令人痛苦。黑莓需要更强劲的收入和现金流反弹才能增长到目前的市值。根据黑莓的商业表现，该股仍然被严重高估!</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>BlackBerry Is Dead Money, Here's Why<blockquote>黑莓是死钱，原因如下</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\">\nBlackBerry Is Dead Money, Here's Why<blockquote>黑莓是死钱，原因如下</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\">2021-09-27 18:01</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>BlackBerry continues to face significant revenue challenges.</li>  <li>A steep year-over-year revenue decline and lower gross margins loomed large in BlackBerry’s Q2’22 earnings card.</li>  <li>BlackBerry remains overvalued.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2900b6aa2b86f6c931a20cf5419d1493\" tg-width=\"1536\" tg-height=\"983\" width=\"100%\" height=\"auto\"><span>da-kuk/E+ via Getty Images</span></p><p><blockquote><ul><li>黑莓继续面临巨大的收入挑战。</li><li>在黑莓 22 年第二季度的盈利卡上，收入同比大幅下降和毛利率下降显得尤为突出。</li><li>黑莓仍然被高估。</li></ul><p class=\"t-img-caption\"><span>da-kuk/E+ 来自盖蒂图片社</span></p></blockquote></p><p> BlackBerry's(NYSE:BB)struggles continue. The firm's earnings card showed a large revenue drop year over year and negative operating cash flow/free cash flow for the first six months of the year. Since the revenue trend still hasn't been reversed, the stock is not a buy!</p><p><blockquote>黑莓（纽约证券交易所股票代码：BB）的困境仍在继续。该公司的收益卡显示，今年前六个月的收入同比大幅下降，运营现金流/自由现金流为负。由于收入趋势仍未逆转，因此该股不值得买入!</blockquote></p><p> <b>Meme buzz for a struggling business that hasn't found itself yet</b></p><p><blockquote><b>模因热议一家尚未找到自我的苦苦挣扎的企业</b></blockquote></p><p> BlackBerry is once again a&nbsp;hotly discussed subject&nbsp;on the widely read investment forum \"WallStreetBets\", which shot to fame in 2021 when mostly younger investors banded together on Reddit and successfully forced hedge funds to close their short positions in video game retailer GameStop(NYSE:GME). BlackBerry started to attract more attention as a potential short squeeze target earlier this year due to its unresolved business challenges and high short interest ratio. In 2021, shares of BlackBerry spiked twice on heavy, Reddit-organized retail buying and attempts to ignite a short squeeze, but the stock faded from its highs. Shares of BlackBerry went through a 50% drop in pricing since June. About 7% of BlackBerry's shares are shorted.</p><p><blockquote>黑莓再次成为广泛阅读的投资论坛“WallStreetBets”上热议的话题，该论坛在 2021 年一举成名，当时大多数年轻投资者在 Reddit 上联合起来，成功迫使对冲基金平仓视频游戏零售商游戏驿站（纽约证券交易所股票代码：GME）。由于尚未解决的业务挑战和较高的空头利率，黑莓今年早些时候开始作为潜在的挤空目标吸引更多关注。2021 年，由于 Reddit 组织的大量零售购买和试图引发空头挤压，黑莓股价两次飙升，但该股从高点回落。自 6 月份以来，黑莓股价下跌了 50%。黑莓约7%的股票被做空。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0fb3bca6ffae4613c23de2f92b9f565\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Despite meme buzz developing around the BlackBerry name this year, the firm's&nbsp;second-quarter&nbsp;showed that business challenges have not successfully been addressed yet and that a revenue turnaround is still not around the corner. BlackBerry generated just $175M in revenues in Q2'22, showing a top-line decline of 32% year over year. Q2'22 revenues, however, increased $1M quarter over quarter on higher Cyber Security revenues. The firm's Cyber Security segment added $13M in revenues in the second-quarter due to strengthening billings, but the segment still generated about the same level of revenues in Q2'22 as it did in the year-earlier period, about $120M. The Internet of Things/IoT segment generated $40M in revenues, a decline of $3M quarter over quarter. BlackBerry's IoT segment includes revenues generated from its QNX operating system which is embedded in more than&nbsp;195M vehicles. BlackBerry's QNX-related revenues come chiefly from production-based royalties so the revenue outlook for this segment is inextricably tied to the turnaround prospects of the automotive industry.</p><p><blockquote>尽管今年围绕黑莓这个名字出现了模因热议，但该公司第二季度的业绩显示，业务挑战尚未成功解决，收入好转仍未指日可待。黑莓 2022 年第二季度仅产生 1.75 亿美元的收入，营收同比下降 32%。然而，由于网络安全收入的增加，22 年第二季度的收入环比增加了 100 万美元。由于账单增强，该公司的网络安全部门第二季度收入增加了 1300 万美元，但该部门在 2022 年第二季度的收入仍与去年同期大致相同，约为 1.2 亿美元。物联网/物联网部门创造了4000万美元的收入，环比下降了300万美元。黑莓的物联网部门包括其嵌入在超过 1.95 亿辆汽车中的 QNX 操作系统产生的收入。黑莓与 QNX 相关的收入主要来自基于生产的特许权使用费，因此该细分市场的收入前景与汽车行业的扭亏为盈前景密不可分。</blockquote></p><p> BlackBerry's gross margins also continued to decline in the second-quarter with gross margins falling from 76.8% in Q2'21 to 64.0% in Q2'22. Gross margin, expressed as dollars, declined 43.7% year over year to only $112M. Total dollar loss in the second-quarter increased by a factor of six to $144M.</p><p><blockquote>黑莓第二季度的毛利率也继续下降，毛利率从 21 年第二季度的 76.8% 降至 22 年第二季度的 64.0%。以美元表示的毛利率同比下降 43.7%，仅为 1.12 亿美元。第二季度美元总亏损增加了 6 倍，达到 1.44 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ab3b3f9b4831b274e249874f90d6048\" tg-width=\"962\" tg-height=\"617\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p> Although BlackBerry generated a $1M increase in sales growth quarter over quarter, the longer-term trend shows a continual erosion of its revenue base. The firm has not turned the corner in the second-quarter and BlackBerry's suffering has not ended yet...</p><p><blockquote>尽管黑莓的销售额环比增长了 100 万美元，但长期趋势表明其收入基础持续受到侵蚀。该公司在第二季度还没有扭转局面，黑莓的痛苦还没有结束……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2189338d5de276eccdabcba751abc9c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> BlackBerry, however, generated a positive cash flow from operating activities of $12M in the second-quarter. After investments, $10M in free cash flow remained… which calculates to a margin of just 5.7%. Due to negative cash flow from operating activities in Q1'22, free cash flow for the first six months of FY 2022 was $(25M).</p><p><blockquote>然而，黑莓第二季度的经营活动产生了 1200 万美元的正现金流。投资后，剩下1000万美元的自由现金流……计算出利润率仅为5.7%。由于 22 财年第一季度经营活动产生的负现金流，2022 财年前六个月的自由现金流为 2500 万美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b098aba440234948d23ebcda42dce31c\" tg-width=\"790\" tg-height=\"719\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p></p><p> BlackBerry sees stronger revenues in the second half of the year compared to the first-half for both of its main businesses, Cyber Security and IoT. BlackBerry defended its revenue guidance on the second-quarter Conference Call (transcript) and said that the Cyber Security business should generate between $495M and $515M in revenues in FY 2022, with revenues likely to fall into the low end of the range. The IoT business is expected to generate $180M to $200M in revenues this fiscal year, although prospects for sales growth are related to a better flow of semiconductors in the automotive industry. Based on complementary information provided on the Conference Call, BlackBerry sees risks related to the recovery of the automotive sector in the second-half of FY 2022… which is set to impact QNX-related revenues.</p><p><blockquote>与上半年相比，黑莓下半年的收入将强于上半年。黑莓为其第二季度电话会议（文字记录）的收入指引进行了辩护，并表示网络安全业务在 2022 财年应产生 4.95 亿至 5.15 亿美元的收入，收入可能会落入该范围的低端。物联网业务预计本财年将产生 1.8 亿至 2 亿美元的收入，尽管销售增长的前景与汽车行业半导体的更好流动有关。根据电话会议提供的补充信息，黑莓认为 2022 财年下半年汽车行业复苏存在相关风险……这将影响 QNX 相关收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add7445e97b78d23bead4bc80eed56ea\" tg-width=\"692\" tg-height=\"225\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p> Despite a challenging revenue situation, losses and negative free cash flow, BlackBerry trades at a P-S ratio of 6.7… a multiplier factor normally reserved for companies that are expanding and growing revenues rapidly. BlackBerry now offers only the valuation of such a company, but not the fundamentals. The P-S ratio assumes FY 2023 sales of $882M. Revenue estimates are also falling...</p><p><blockquote>尽管面临严峻的收入形势、亏损和负自由现金流，黑莓的市盈率仍为 6.7……这是一个通常为快速扩张和增加收入的公司保留的乘数系数。黑莓现在只提供这样一家公司的估值，而不提供基本面。市盈率假设 2023 财年销售额为 8.82 亿美元。收入预期也在下降……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773ca1b25e7c697a10b122383650945e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Risks with BlackBerry</b></p><p><blockquote><b>黑莓风险</b></blockquote></p><p> BlackBerry is still subject to a long-term revenue decline and so far no evidence has come to light that could lead the market to believe that things are changing for the better. Although the firm is trying to move into a new business direction with Cyber Security and IoT, revenue challenges persist, BlackBerry's free cash flow is not great and declining gross margins are not exactly evidence of strengthening commercial performance. If BlackBerry doesn't find a solution to its consistent revenue declines and its negative free cash flow, the market could lose its patience with BlackBerry and punish it with a lower sales multiplier.</p><p><blockquote>黑莓的收入仍然长期下降，到目前为止，还没有证据表明市场相信情况正在好转。尽管该公司正试图进入网络安全和物联网的新业务方向，但收入挑战依然存在，黑莓的自由现金流并不大，毛利率下降并不完全是商业业绩增强的证据。如果黑莓找不到解决其持续收入下降和负自由现金流的办法，市场可能会对黑莓失去耐心，并以更低的销售乘数惩罚它。</blockquote></p><p> If BlackBerry gains revenue momentum in the last two quarters of FY 2022, achieves higher gross margins and generates positive free cash flow, then I am willing to change my outlook for the stock. Given BlackBerry's dim revenue and margin history, however, the chances of this happening are slim.</p><p><blockquote>如果黑莓在 2022 财年最后两个季度获得收入势头，实现更高的毛利率并产生正的自由现金流，那么我愿意改变对该股的展望。然而，鉴于黑莓惨淡的收入和利润率历史，这种情况发生的可能性很小。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> BlackBerry's business continues to be stuck in quicksand and any money invested in the firm is likely \"dead money\" for the foreseeable future. BlackBerry is not making material progress fast enough and the steep year-over-year revenue decline stings. BlackBerry needs a much stronger rebound in revenues and cash flow to grow into its current market value. Based on BlackBerry's commercial performance, the shares remain massively overvalued!</p><p><blockquote>黑莓的业务继续陷入流沙，在可预见的未来，任何投资于该公司的资金都可能是“死钱”。黑莓取得的实质性进展不够快，收入同比大幅下降令人痛苦。黑莓需要更强劲的收入和现金流反弹才能增长到目前的市值。根据黑莓的商业表现，该股仍然被严重高估!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4457135-blackberry-bb-stock-earnings-dead-money\">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":{"BB":"黑莓"},"source_url":"https://seekingalpha.com/article/4457135-blackberry-bb-stock-earnings-dead-money","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163556498","content_text":"Summary\n\nBlackBerry continues to face significant revenue challenges.\nA steep year-over-year revenue decline and lower gross margins loomed large in BlackBerry’s Q2’22 earnings card.\nBlackBerry remains overvalued.\n\nda-kuk/E+ via Getty Images\nBlackBerry's(NYSE:BB)struggles continue. The firm's earnings card showed a large revenue drop year over year and negative operating cash flow/free cash flow for the first six months of the year. Since the revenue trend still hasn't been reversed, the stock is not a buy!\nMeme buzz for a struggling business that hasn't found itself yet\nBlackBerry is once again a hotly discussed subject on the widely read investment forum \"WallStreetBets\", which shot to fame in 2021 when mostly younger investors banded together on Reddit and successfully forced hedge funds to close their short positions in video game retailer GameStop(NYSE:GME). BlackBerry started to attract more attention as a potential short squeeze target earlier this year due to its unresolved business challenges and high short interest ratio. In 2021, shares of BlackBerry spiked twice on heavy, Reddit-organized retail buying and attempts to ignite a short squeeze, but the stock faded from its highs. Shares of BlackBerry went through a 50% drop in pricing since June. About 7% of BlackBerry's shares are shorted.\nData by YCharts\nDespite meme buzz developing around the BlackBerry name this year, the firm's second-quarter showed that business challenges have not successfully been addressed yet and that a revenue turnaround is still not around the corner. BlackBerry generated just $175M in revenues in Q2'22, showing a top-line decline of 32% year over year. Q2'22 revenues, however, increased $1M quarter over quarter on higher Cyber Security revenues. The firm's Cyber Security segment added $13M in revenues in the second-quarter due to strengthening billings, but the segment still generated about the same level of revenues in Q2'22 as it did in the year-earlier period, about $120M. The Internet of Things/IoT segment generated $40M in revenues, a decline of $3M quarter over quarter. BlackBerry's IoT segment includes revenues generated from its QNX operating system which is embedded in more than 195M vehicles. BlackBerry's QNX-related revenues come chiefly from production-based royalties so the revenue outlook for this segment is inextricably tied to the turnaround prospects of the automotive industry.\nBlackBerry's gross margins also continued to decline in the second-quarter with gross margins falling from 76.8% in Q2'21 to 64.0% in Q2'22. Gross margin, expressed as dollars, declined 43.7% year over year to only $112M. Total dollar loss in the second-quarter increased by a factor of six to $144M.\nSource: BlackBerry\nAlthough BlackBerry generated a $1M increase in sales growth quarter over quarter, the longer-term trend shows a continual erosion of its revenue base. The firm has not turned the corner in the second-quarter and BlackBerry's suffering has not ended yet...\nData by YCharts\nBlackBerry, however, generated a positive cash flow from operating activities of $12M in the second-quarter. After investments, $10M in free cash flow remained… which calculates to a margin of just 5.7%. Due to negative cash flow from operating activities in Q1'22, free cash flow for the first six months of FY 2022 was $(25M).\nSource: BlackBerry\nBlackBerry sees stronger revenues in the second half of the year compared to the first-half for both of its main businesses, Cyber Security and IoT. BlackBerry defended its revenue guidance on the second-quarter Conference Call (transcript) and said that the Cyber Security business should generate between $495M and $515M in revenues in FY 2022, with revenues likely to fall into the low end of the range. The IoT business is expected to generate $180M to $200M in revenues this fiscal year, although prospects for sales growth are related to a better flow of semiconductors in the automotive industry. Based on complementary information provided on the Conference Call, BlackBerry sees risks related to the recovery of the automotive sector in the second-half of FY 2022… which is set to impact QNX-related revenues.\nSource: BlackBerry\nDespite a challenging revenue situation, losses and negative free cash flow, BlackBerry trades at a P-S ratio of 6.7… a multiplier factor normally reserved for companies that are expanding and growing revenues rapidly. BlackBerry now offers only the valuation of such a company, but not the fundamentals. The P-S ratio assumes FY 2023 sales of $882M. Revenue estimates are also falling...\nData by YCharts\nRisks with BlackBerry\nBlackBerry is still subject to a long-term revenue decline and so far no evidence has come to light that could lead the market to believe that things are changing for the better. Although the firm is trying to move into a new business direction with Cyber Security and IoT, revenue challenges persist, BlackBerry's free cash flow is not great and declining gross margins are not exactly evidence of strengthening commercial performance. If BlackBerry doesn't find a solution to its consistent revenue declines and its negative free cash flow, the market could lose its patience with BlackBerry and punish it with a lower sales multiplier.\nIf BlackBerry gains revenue momentum in the last two quarters of FY 2022, achieves higher gross margins and generates positive free cash flow, then I am willing to change my outlook for the stock. Given BlackBerry's dim revenue and margin history, however, the chances of this happening are slim.\nFinal thoughts\nBlackBerry's business continues to be stuck in quicksand and any money invested in the firm is likely \"dead money\" for the foreseeable future. BlackBerry is not making material progress fast enough and the steep year-over-year revenue decline stings. BlackBerry needs a much stronger rebound in revenues and cash flow to grow into its current market value. Based on BlackBerry's commercial performance, the shares remain massively overvalued!","news_type":1,"symbols_score_info":{"BB":0.9}},"isVote":1,"tweetType":1,"viewCount":3431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866357551,"gmtCreate":1632739407773,"gmtModify":1632798198952,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good strategy to focus on decarbonisation","listText":"Good strategy to focus on decarbonisation","text":"Good strategy to focus on decarbonisation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":23,"repostSize":0,"link":"https://laohu8.com/post/866357551","repostId":"2170460336","repostType":4,"repost":{"id":"2170460336","kind":"news","pubTimestamp":1632736401,"share":"https://www.laohunote.com/m/news/2170460336?lang=zh_CN&edition=full","pubTime":"2021-09-27 17:53","market":"sg","language":"en","title":"Singapore to develop carbon credit trading marketplace to support decarbonisation, sustainability: Tan See Leng<blockquote>新加坡将开发碳信用交易市场以支持脱碳和可持续发展：Tan See Leng</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170460336","media":"The Straits Times","summary":"SINGAPORE - The Republic is scaling up its efforts to develop an international carbon trading market","content":"<p><div> SINGAPORE - The Republic is scaling up its efforts to develop an international carbon trading marketplace and a services ecosystem to support decarbonisation, Dr Tan See Leng, the Minister for ...</p><p><blockquote><div>新加坡——新加坡正在加大力度发展国际碳交易市场和服务生态系统，以支持脱碳……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","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>Singapore to develop carbon credit trading marketplace to support decarbonisation, sustainability: Tan See Leng<blockquote>新加坡将开发碳信用交易市场以支持脱碳和可持续发展：Tan See Leng</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\">\nSingapore to develop carbon credit trading marketplace to support decarbonisation, sustainability: Tan See Leng<blockquote>新加坡将开发碳信用交易市场以支持脱碳和可持续发展：Tan See Leng</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-09-27 17:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> SINGAPORE - The Republic is scaling up its efforts to develop an international carbon trading marketplace and a services ecosystem to support decarbonisation, Dr Tan See Leng, the Minister for ...</p><p><blockquote><div>新加坡——新加坡正在加大力度发展国际碳交易市场和服务生态系统，以支持脱碳……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">The Straits Times</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170460336","content_text":"SINGAPORE - The Republic is scaling up its efforts to develop an international carbon trading marketplace and a services ecosystem to support decarbonisation, Dr Tan See Leng, the Minister for Manpower and Second Minister for Trade and Industry, said on Monday (Sept 27).\nSpeaking at the 37th edition of the Asia Pacific Petroleum Conference (APPEC) 2021, Dr Tan said Singapore was looking to increase the trade of voluntary carbon credits, for instance by working with players such as Climate Impact X (CIX) - a Singapore-based global carbon exchange and marketplace.\nA collaborative effort between Singapore Exchangeand DBS Bank, Standard Chartered and Temasek, CIX will connect an ecosystem of partners, leveraging satellite monitoring, machine learning and blockchain to enhance the transparency, integrity and quality of carbon credits.\nThe carbon exchange will be a digital platform for buyers and suppliers to trade large volumes of credits. It will cater primarily to large-scale buyers, including multinational corporations and institutional investors, and will provide the market with price transparency.\nCIX will also develop a digital project marketplace for the purchase of quality carbon credits directly from specific projects.\n\"As a leading commodity trading and financial hub, Singapore is well placed to further our efforts in decarbonisation and sustainability,\" Dr Tan said.\nHe noted that many global players in carbon services such as South Pole of Switzerland and TUV SUD of Germany have established offices in Singapore, serving as embryos for the development of a larger ecosystem.\n\"We are building up capabilities along the value chain by actively anchoring key activities such as project development, financing, and certification here in Singapore,\" the minister said.\nSingapore is also working to improve trust and transparency in international carbon markets.\nWorking closely with international partners such as the World Bank and International Emissions Trading Associations, Singapore aims to advance the Climate Warehouse initiative, a global market infrastructure that seeks to enhance the transparency and environmental integrity of carbon credit transactions.\n\"We are exploring the possibility of anchoring the Climate Warehouse, here in Singapore, and welcoming other interested players to join our ecosystem,\" Dr Tan said.\nHe also said Singapore was committed to helping companies muster the other ingredients required to stay competitive, namely digitalisation, innovation and a strong talent pipeline for their trading activities.\nTo improve the integrity of trade services, the Government has partnered with the industry to develop SGTraDex, a digital platform that facilitates secure data sharing among supply chain ecosystem partners. SGTraDex is expected to be fully rolled out in early 2022.\nTaking the lead from SGTraDex pilot projects, some oil companies have developed their own certification platforms, allowing traders to validate the authenticity of holding certificates and streamline business processes.\n\"This illustrates how the Government can work with businesses in a win-win partnership: we develop the sector's digital infrastructure just as we build physical infrastructure such as roads and MRT stations, with companies riding on this infrastructure to execute their projects and maximise its utility,\" said Dr. Tan.\nOn promoting innovation, he gave the example of the EcoLabs Centre of Innovation for Energy, a joint initiative by Nanyang Technological University (NTU), Enterprise Singapore and the Sustainable Energy Association of Singapore (SEAS).\nEcoLabs supports deep-tech innovation capabilities for sustainability initiatives. Earlier this year, it organised an event which saw start-ups in the energy storage, alternative fuels and hydrogen fields showcase and pitch innovations to potential investors.\nDr Tan said Singapore has a ready pool of talent from various international trading programmes offered by its education institutes.\nHe said educational courses, such as NTU's MBA programme with specialisation in international tradingwhich is a first in Asia, provide companies witha valuable talent pipeline and give them more confidence to establish or expand their operations in Singapore.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":4411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866357317,"gmtCreate":1632739350639,"gmtModify":1632798199331,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good review","listText":"Good review","text":"Good review","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/866357317","repostId":"1163556498","repostType":4,"repost":{"id":"1163556498","kind":"news","pubTimestamp":1632736902,"share":"https://www.laohunote.com/m/news/1163556498?lang=zh_CN&edition=full","pubTime":"2021-09-27 18:01","market":"us","language":"en","title":"BlackBerry Is Dead Money, Here's Why<blockquote>黑莓是死钱，原因如下</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163556498","media":"Seeking Alpha","summary":"Summary\n\nBlackBerry continues to face significant revenue challenges.\nA steep year-over-year revenue","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>BlackBerry continues to face significant revenue challenges.</li>  <li>A steep year-over-year revenue decline and lower gross margins loomed large in BlackBerry’s Q2’22 earnings card.</li>  <li>BlackBerry remains overvalued.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2900b6aa2b86f6c931a20cf5419d1493\" tg-width=\"1536\" tg-height=\"983\" width=\"100%\" height=\"auto\"><span>da-kuk/E+ via Getty Images</span></p><p><blockquote><ul><li>黑莓继续面临巨大的收入挑战。</li><li>在黑莓 22 年第二季度的盈利卡上，收入同比大幅下降和毛利率下降显得尤为突出。</li><li>黑莓仍然被高估。</li></ul><p class=\"t-img-caption\"><span>da-kuk/E+ 来自盖蒂图片社</span></p></blockquote></p><p> BlackBerry's(NYSE:BB)struggles continue. The firm's earnings card showed a large revenue drop year over year and negative operating cash flow/free cash flow for the first six months of the year. Since the revenue trend still hasn't been reversed, the stock is not a buy!</p><p><blockquote>黑莓（纽约证券交易所股票代码：BB）的困境仍在继续。该公司的收益卡显示，今年前六个月的收入同比大幅下降，运营现金流/自由现金流为负。由于收入趋势仍未逆转，因此该股不值得买入!</blockquote></p><p> <b>Meme buzz for a struggling business that hasn't found itself yet</b></p><p><blockquote><b>模因热议一家尚未找到自我的苦苦挣扎的企业</b></blockquote></p><p> BlackBerry is once again a&nbsp;hotly discussed subject&nbsp;on the widely read investment forum \"WallStreetBets\", which shot to fame in 2021 when mostly younger investors banded together on Reddit and successfully forced hedge funds to close their short positions in video game retailer GameStop(NYSE:GME). BlackBerry started to attract more attention as a potential short squeeze target earlier this year due to its unresolved business challenges and high short interest ratio. In 2021, shares of BlackBerry spiked twice on heavy, Reddit-organized retail buying and attempts to ignite a short squeeze, but the stock faded from its highs. Shares of BlackBerry went through a 50% drop in pricing since June. About 7% of BlackBerry's shares are shorted.</p><p><blockquote>黑莓再次成为广泛阅读的投资论坛“WallStreetBets”上热议的话题，该论坛在 2021 年一举成名，当时大多数年轻投资者在 Reddit 上联合起来，成功迫使对冲基金平仓视频游戏零售商游戏驿站（纽约证券交易所股票代码：GME）。由于尚未解决的业务挑战和较高的空头利率，黑莓今年早些时候开始作为潜在的挤空目标吸引更多关注。2021 年，由于 Reddit 组织的大量零售购买和试图引发空头挤压，黑莓股价两次飙升，但该股从高点回落。自 6 月份以来，黑莓股价下跌了 50%。黑莓约7%的股票被做空。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0fb3bca6ffae4613c23de2f92b9f565\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Despite meme buzz developing around the BlackBerry name this year, the firm's&nbsp;second-quarter&nbsp;showed that business challenges have not successfully been addressed yet and that a revenue turnaround is still not around the corner. BlackBerry generated just $175M in revenues in Q2'22, showing a top-line decline of 32% year over year. Q2'22 revenues, however, increased $1M quarter over quarter on higher Cyber Security revenues. The firm's Cyber Security segment added $13M in revenues in the second-quarter due to strengthening billings, but the segment still generated about the same level of revenues in Q2'22 as it did in the year-earlier period, about $120M. The Internet of Things/IoT segment generated $40M in revenues, a decline of $3M quarter over quarter. BlackBerry's IoT segment includes revenues generated from its QNX operating system which is embedded in more than&nbsp;195M vehicles. BlackBerry's QNX-related revenues come chiefly from production-based royalties so the revenue outlook for this segment is inextricably tied to the turnaround prospects of the automotive industry.</p><p><blockquote>尽管今年围绕黑莓这个名字出现了模因热议，但该公司第二季度的业绩显示，业务挑战尚未成功解决，收入好转仍未指日可待。黑莓 2022 年第二季度仅产生 1.75 亿美元的收入，营收同比下降 32%。然而，由于网络安全收入的增加，22 年第二季度的收入环比增加了 100 万美元。由于账单增强，该公司的网络安全部门第二季度收入增加了 1300 万美元，但该部门在 2022 年第二季度的收入仍与去年同期大致相同，约为 1.2 亿美元。物联网/物联网部门创造了4000万美元的收入，环比下降了300万美元。黑莓的物联网部门包括其嵌入在超过 1.95 亿辆汽车中的 QNX 操作系统产生的收入。黑莓与 QNX 相关的收入主要来自基于生产的特许权使用费，因此该细分市场的收入前景与汽车行业的扭亏为盈前景密不可分。</blockquote></p><p> BlackBerry's gross margins also continued to decline in the second-quarter with gross margins falling from 76.8% in Q2'21 to 64.0% in Q2'22. Gross margin, expressed as dollars, declined 43.7% year over year to only $112M. Total dollar loss in the second-quarter increased by a factor of six to $144M.</p><p><blockquote>黑莓第二季度的毛利率也继续下降，毛利率从 21 年第二季度的 76.8% 降至 22 年第二季度的 64.0%。以美元表示的毛利率同比下降 43.7%，仅为 1.12 亿美元。第二季度美元总亏损增加了 6 倍，达到 1.44 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ab3b3f9b4831b274e249874f90d6048\" tg-width=\"962\" tg-height=\"617\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p> Although BlackBerry generated a $1M increase in sales growth quarter over quarter, the longer-term trend shows a continual erosion of its revenue base. The firm has not turned the corner in the second-quarter and BlackBerry's suffering has not ended yet...</p><p><blockquote>尽管黑莓的销售额环比增长了 100 万美元，但长期趋势表明其收入基础持续受到侵蚀。该公司在第二季度还没有扭转局面，黑莓的痛苦还没有结束……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2189338d5de276eccdabcba751abc9c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> BlackBerry, however, generated a positive cash flow from operating activities of $12M in the second-quarter. After investments, $10M in free cash flow remained… which calculates to a margin of just 5.7%. Due to negative cash flow from operating activities in Q1'22, free cash flow for the first six months of FY 2022 was $(25M).</p><p><blockquote>然而，黑莓第二季度的经营活动产生了 1200 万美元的正现金流。投资后，剩下1000万美元的自由现金流……计算出利润率仅为5.7%。由于 22 财年第一季度经营活动产生的负现金流，2022 财年前六个月的自由现金流为 2500 万美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b098aba440234948d23ebcda42dce31c\" tg-width=\"790\" tg-height=\"719\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p></p><p> BlackBerry sees stronger revenues in the second half of the year compared to the first-half for both of its main businesses, Cyber Security and IoT. BlackBerry defended its revenue guidance on the second-quarter Conference Call (transcript) and said that the Cyber Security business should generate between $495M and $515M in revenues in FY 2022, with revenues likely to fall into the low end of the range. The IoT business is expected to generate $180M to $200M in revenues this fiscal year, although prospects for sales growth are related to a better flow of semiconductors in the automotive industry. Based on complementary information provided on the Conference Call, BlackBerry sees risks related to the recovery of the automotive sector in the second-half of FY 2022… which is set to impact QNX-related revenues.</p><p><blockquote>与上半年相比，黑莓下半年的收入将强于上半年。黑莓为其第二季度电话会议（文字记录）的收入指引进行了辩护，并表示网络安全业务在 2022 财年应产生 4.95 亿至 5.15 亿美元的收入，收入可能会落入该范围的低端。物联网业务预计本财年将产生 1.8 亿至 2 亿美元的收入，尽管销售增长的前景与汽车行业半导体的更好流动有关。根据电话会议提供的补充信息，黑莓认为 2022 财年下半年汽车行业复苏存在相关风险……这将影响 QNX 相关收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add7445e97b78d23bead4bc80eed56ea\" tg-width=\"692\" tg-height=\"225\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p> Despite a challenging revenue situation, losses and negative free cash flow, BlackBerry trades at a P-S ratio of 6.7… a multiplier factor normally reserved for companies that are expanding and growing revenues rapidly. BlackBerry now offers only the valuation of such a company, but not the fundamentals. The P-S ratio assumes FY 2023 sales of $882M. Revenue estimates are also falling...</p><p><blockquote>尽管面临严峻的收入形势、亏损和负自由现金流，黑莓的市盈率仍为 6.7……这是一个通常为快速扩张和增加收入的公司保留的乘数系数。黑莓现在只提供这样一家公司的估值，而不提供基本面。市盈率假设 2023 财年销售额为 8.82 亿美元。收入预期也在下降……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773ca1b25e7c697a10b122383650945e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Risks with BlackBerry</b></p><p><blockquote><b>黑莓风险</b></blockquote></p><p> BlackBerry is still subject to a long-term revenue decline and so far no evidence has come to light that could lead the market to believe that things are changing for the better. Although the firm is trying to move into a new business direction with Cyber Security and IoT, revenue challenges persist, BlackBerry's free cash flow is not great and declining gross margins are not exactly evidence of strengthening commercial performance. If BlackBerry doesn't find a solution to its consistent revenue declines and its negative free cash flow, the market could lose its patience with BlackBerry and punish it with a lower sales multiplier.</p><p><blockquote>黑莓的收入仍然长期下降，到目前为止，还没有证据表明市场相信情况正在好转。尽管该公司正试图进入网络安全和物联网的新业务方向，但收入挑战依然存在，黑莓的自由现金流并不大，毛利率下降并不完全是商业业绩增强的证据。如果黑莓找不到解决其持续收入下降和负自由现金流的办法，市场可能会对黑莓失去耐心，并以更低的销售乘数惩罚它。</blockquote></p><p> If BlackBerry gains revenue momentum in the last two quarters of FY 2022, achieves higher gross margins and generates positive free cash flow, then I am willing to change my outlook for the stock. Given BlackBerry's dim revenue and margin history, however, the chances of this happening are slim.</p><p><blockquote>如果黑莓在 2022 财年最后两个季度获得收入势头，实现更高的毛利率并产生正的自由现金流，那么我愿意改变对该股的展望。然而，鉴于黑莓惨淡的收入和利润率历史，这种情况发生的可能性很小。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> BlackBerry's business continues to be stuck in quicksand and any money invested in the firm is likely \"dead money\" for the foreseeable future. BlackBerry is not making material progress fast enough and the steep year-over-year revenue decline stings. BlackBerry needs a much stronger rebound in revenues and cash flow to grow into its current market value. Based on BlackBerry's commercial performance, the shares remain massively overvalued!</p><p><blockquote>黑莓的业务继续陷入流沙，在可预见的未来，任何投资于该公司的资金都可能是“死钱”。黑莓取得的实质性进展不够快，收入同比大幅下降令人痛苦。黑莓需要更强劲的收入和现金流反弹才能增长到目前的市值。根据黑莓的商业表现，该股仍然被严重高估!</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>BlackBerry Is Dead Money, Here's Why<blockquote>黑莓是死钱，原因如下</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\">\nBlackBerry Is Dead Money, Here's Why<blockquote>黑莓是死钱，原因如下</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\">2021-09-27 18:01</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>BlackBerry continues to face significant revenue challenges.</li>  <li>A steep year-over-year revenue decline and lower gross margins loomed large in BlackBerry’s Q2’22 earnings card.</li>  <li>BlackBerry remains overvalued.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2900b6aa2b86f6c931a20cf5419d1493\" tg-width=\"1536\" tg-height=\"983\" width=\"100%\" height=\"auto\"><span>da-kuk/E+ via Getty Images</span></p><p><blockquote><ul><li>黑莓继续面临巨大的收入挑战。</li><li>在黑莓 22 年第二季度的盈利卡上，收入同比大幅下降和毛利率下降显得尤为突出。</li><li>黑莓仍然被高估。</li></ul><p class=\"t-img-caption\"><span>da-kuk/E+ 来自盖蒂图片社</span></p></blockquote></p><p> BlackBerry's(NYSE:BB)struggles continue. The firm's earnings card showed a large revenue drop year over year and negative operating cash flow/free cash flow for the first six months of the year. Since the revenue trend still hasn't been reversed, the stock is not a buy!</p><p><blockquote>黑莓（纽约证券交易所股票代码：BB）的困境仍在继续。该公司的收益卡显示，今年前六个月的收入同比大幅下降，运营现金流/自由现金流为负。由于收入趋势仍未逆转，因此该股不值得买入!</blockquote></p><p> <b>Meme buzz for a struggling business that hasn't found itself yet</b></p><p><blockquote><b>模因热议一家尚未找到自我的苦苦挣扎的企业</b></blockquote></p><p> BlackBerry is once again a&nbsp;hotly discussed subject&nbsp;on the widely read investment forum \"WallStreetBets\", which shot to fame in 2021 when mostly younger investors banded together on Reddit and successfully forced hedge funds to close their short positions in video game retailer GameStop(NYSE:GME). BlackBerry started to attract more attention as a potential short squeeze target earlier this year due to its unresolved business challenges and high short interest ratio. In 2021, shares of BlackBerry spiked twice on heavy, Reddit-organized retail buying and attempts to ignite a short squeeze, but the stock faded from its highs. Shares of BlackBerry went through a 50% drop in pricing since June. About 7% of BlackBerry's shares are shorted.</p><p><blockquote>黑莓再次成为广泛阅读的投资论坛“WallStreetBets”上热议的话题，该论坛在 2021 年一举成名，当时大多数年轻投资者在 Reddit 上联合起来，成功迫使对冲基金平仓视频游戏零售商游戏驿站（纽约证券交易所股票代码：GME）。由于尚未解决的业务挑战和较高的空头利率，黑莓今年早些时候开始作为潜在的挤空目标吸引更多关注。2021 年，由于 Reddit 组织的大量零售购买和试图引发空头挤压，黑莓股价两次飙升，但该股从高点回落。自 6 月份以来，黑莓股价下跌了 50%。黑莓约7%的股票被做空。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c0fb3bca6ffae4613c23de2f92b9f565\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Despite meme buzz developing around the BlackBerry name this year, the firm's&nbsp;second-quarter&nbsp;showed that business challenges have not successfully been addressed yet and that a revenue turnaround is still not around the corner. BlackBerry generated just $175M in revenues in Q2'22, showing a top-line decline of 32% year over year. Q2'22 revenues, however, increased $1M quarter over quarter on higher Cyber Security revenues. The firm's Cyber Security segment added $13M in revenues in the second-quarter due to strengthening billings, but the segment still generated about the same level of revenues in Q2'22 as it did in the year-earlier period, about $120M. The Internet of Things/IoT segment generated $40M in revenues, a decline of $3M quarter over quarter. BlackBerry's IoT segment includes revenues generated from its QNX operating system which is embedded in more than&nbsp;195M vehicles. BlackBerry's QNX-related revenues come chiefly from production-based royalties so the revenue outlook for this segment is inextricably tied to the turnaround prospects of the automotive industry.</p><p><blockquote>尽管今年围绕黑莓这个名字出现了模因热议，但该公司第二季度的业绩显示，业务挑战尚未成功解决，收入好转仍未指日可待。黑莓 2022 年第二季度仅产生 1.75 亿美元的收入，营收同比下降 32%。然而，由于网络安全收入的增加，22 年第二季度的收入环比增加了 100 万美元。由于账单增强，该公司的网络安全部门第二季度收入增加了 1300 万美元，但该部门在 2022 年第二季度的收入仍与去年同期大致相同，约为 1.2 亿美元。物联网/物联网部门创造了4000万美元的收入，环比下降了300万美元。黑莓的物联网部门包括其嵌入在超过 1.95 亿辆汽车中的 QNX 操作系统产生的收入。黑莓与 QNX 相关的收入主要来自基于生产的特许权使用费，因此该细分市场的收入前景与汽车行业的扭亏为盈前景密不可分。</blockquote></p><p> BlackBerry's gross margins also continued to decline in the second-quarter with gross margins falling from 76.8% in Q2'21 to 64.0% in Q2'22. Gross margin, expressed as dollars, declined 43.7% year over year to only $112M. Total dollar loss in the second-quarter increased by a factor of six to $144M.</p><p><blockquote>黑莓第二季度的毛利率也继续下降，毛利率从 21 年第二季度的 76.8% 降至 22 年第二季度的 64.0%。以美元表示的毛利率同比下降 43.7%，仅为 1.12 亿美元。第二季度美元总亏损增加了 6 倍，达到 1.44 亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ab3b3f9b4831b274e249874f90d6048\" tg-width=\"962\" tg-height=\"617\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p> Although BlackBerry generated a $1M increase in sales growth quarter over quarter, the longer-term trend shows a continual erosion of its revenue base. The firm has not turned the corner in the second-quarter and BlackBerry's suffering has not ended yet...</p><p><blockquote>尽管黑莓的销售额环比增长了 100 万美元，但长期趋势表明其收入基础持续受到侵蚀。该公司在第二季度还没有扭转局面，黑莓的痛苦还没有结束……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2189338d5de276eccdabcba751abc9c\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> BlackBerry, however, generated a positive cash flow from operating activities of $12M in the second-quarter. After investments, $10M in free cash flow remained… which calculates to a margin of just 5.7%. Due to negative cash flow from operating activities in Q1'22, free cash flow for the first six months of FY 2022 was $(25M).</p><p><blockquote>然而，黑莓第二季度的经营活动产生了 1200 万美元的正现金流。投资后，剩下1000万美元的自由现金流……计算出利润率仅为5.7%。由于 22 财年第一季度经营活动产生的负现金流，2022 财年前六个月的自由现金流为 2500 万美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b098aba440234948d23ebcda42dce31c\" tg-width=\"790\" tg-height=\"719\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p></p><p> BlackBerry sees stronger revenues in the second half of the year compared to the first-half for both of its main businesses, Cyber Security and IoT. BlackBerry defended its revenue guidance on the second-quarter Conference Call (transcript) and said that the Cyber Security business should generate between $495M and $515M in revenues in FY 2022, with revenues likely to fall into the low end of the range. The IoT business is expected to generate $180M to $200M in revenues this fiscal year, although prospects for sales growth are related to a better flow of semiconductors in the automotive industry. Based on complementary information provided on the Conference Call, BlackBerry sees risks related to the recovery of the automotive sector in the second-half of FY 2022… which is set to impact QNX-related revenues.</p><p><blockquote>与上半年相比，黑莓下半年的收入将强于上半年。黑莓为其第二季度电话会议（文字记录）的收入指引进行了辩护，并表示网络安全业务在 2022 财年应产生 4.95 亿至 5.15 亿美元的收入，收入可能会落入该范围的低端。物联网业务预计本财年将产生 1.8 亿至 2 亿美元的收入，尽管销售增长的前景与汽车行业半导体的更好流动有关。根据电话会议提供的补充信息，黑莓认为 2022 财年下半年汽车行业复苏存在相关风险……这将影响 QNX 相关收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add7445e97b78d23bead4bc80eed56ea\" tg-width=\"692\" tg-height=\"225\" width=\"100%\" height=\"auto\"><span>Source: BlackBerry</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：黑莓</span></p></blockquote></p><p> Despite a challenging revenue situation, losses and negative free cash flow, BlackBerry trades at a P-S ratio of 6.7… a multiplier factor normally reserved for companies that are expanding and growing revenues rapidly. BlackBerry now offers only the valuation of such a company, but not the fundamentals. The P-S ratio assumes FY 2023 sales of $882M. Revenue estimates are also falling...</p><p><blockquote>尽管面临严峻的收入形势、亏损和负自由现金流，黑莓的市盈率仍为 6.7……这是一个通常为快速扩张和增加收入的公司保留的乘数系数。黑莓现在只提供这样一家公司的估值，而不提供基本面。市盈率假设 2023 财年销售额为 8.82 亿美元。收入预期也在下降……</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773ca1b25e7c697a10b122383650945e\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>Risks with BlackBerry</b></p><p><blockquote><b>黑莓风险</b></blockquote></p><p> BlackBerry is still subject to a long-term revenue decline and so far no evidence has come to light that could lead the market to believe that things are changing for the better. Although the firm is trying to move into a new business direction with Cyber Security and IoT, revenue challenges persist, BlackBerry's free cash flow is not great and declining gross margins are not exactly evidence of strengthening commercial performance. If BlackBerry doesn't find a solution to its consistent revenue declines and its negative free cash flow, the market could lose its patience with BlackBerry and punish it with a lower sales multiplier.</p><p><blockquote>黑莓的收入仍然长期下降，到目前为止，还没有证据表明市场相信情况正在好转。尽管该公司正试图进入网络安全和物联网的新业务方向，但收入挑战依然存在，黑莓的自由现金流并不大，毛利率下降并不完全是商业业绩增强的证据。如果黑莓找不到解决其持续收入下降和负自由现金流的办法，市场可能会对黑莓失去耐心，并以更低的销售乘数惩罚它。</blockquote></p><p> If BlackBerry gains revenue momentum in the last two quarters of FY 2022, achieves higher gross margins and generates positive free cash flow, then I am willing to change my outlook for the stock. Given BlackBerry's dim revenue and margin history, however, the chances of this happening are slim.</p><p><blockquote>如果黑莓在 2022 财年最后两个季度获得收入势头，实现更高的毛利率并产生正的自由现金流，那么我愿意改变对该股的展望。然而，鉴于黑莓惨淡的收入和利润率历史，这种情况发生的可能性很小。</blockquote></p><p> <b>Final thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> BlackBerry's business continues to be stuck in quicksand and any money invested in the firm is likely \"dead money\" for the foreseeable future. BlackBerry is not making material progress fast enough and the steep year-over-year revenue decline stings. BlackBerry needs a much stronger rebound in revenues and cash flow to grow into its current market value. Based on BlackBerry's commercial performance, the shares remain massively overvalued!</p><p><blockquote>黑莓的业务继续陷入流沙，在可预见的未来，任何投资于该公司的资金都可能是“死钱”。黑莓取得的实质性进展不够快，收入同比大幅下降令人痛苦。黑莓需要更强劲的收入和现金流反弹才能增长到目前的市值。根据黑莓的商业表现，该股仍然被严重高估!</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4457135-blackberry-bb-stock-earnings-dead-money\">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":{"BB":"黑莓"},"source_url":"https://seekingalpha.com/article/4457135-blackberry-bb-stock-earnings-dead-money","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163556498","content_text":"Summary\n\nBlackBerry continues to face significant revenue challenges.\nA steep year-over-year revenue decline and lower gross margins loomed large in BlackBerry’s Q2’22 earnings card.\nBlackBerry remains overvalued.\n\nda-kuk/E+ via Getty Images\nBlackBerry's(NYSE:BB)struggles continue. The firm's earnings card showed a large revenue drop year over year and negative operating cash flow/free cash flow for the first six months of the year. Since the revenue trend still hasn't been reversed, the stock is not a buy!\nMeme buzz for a struggling business that hasn't found itself yet\nBlackBerry is once again a hotly discussed subject on the widely read investment forum \"WallStreetBets\", which shot to fame in 2021 when mostly younger investors banded together on Reddit and successfully forced hedge funds to close their short positions in video game retailer GameStop(NYSE:GME). BlackBerry started to attract more attention as a potential short squeeze target earlier this year due to its unresolved business challenges and high short interest ratio. In 2021, shares of BlackBerry spiked twice on heavy, Reddit-organized retail buying and attempts to ignite a short squeeze, but the stock faded from its highs. Shares of BlackBerry went through a 50% drop in pricing since June. About 7% of BlackBerry's shares are shorted.\nData by YCharts\nDespite meme buzz developing around the BlackBerry name this year, the firm's second-quarter showed that business challenges have not successfully been addressed yet and that a revenue turnaround is still not around the corner. BlackBerry generated just $175M in revenues in Q2'22, showing a top-line decline of 32% year over year. Q2'22 revenues, however, increased $1M quarter over quarter on higher Cyber Security revenues. The firm's Cyber Security segment added $13M in revenues in the second-quarter due to strengthening billings, but the segment still generated about the same level of revenues in Q2'22 as it did in the year-earlier period, about $120M. The Internet of Things/IoT segment generated $40M in revenues, a decline of $3M quarter over quarter. BlackBerry's IoT segment includes revenues generated from its QNX operating system which is embedded in more than 195M vehicles. BlackBerry's QNX-related revenues come chiefly from production-based royalties so the revenue outlook for this segment is inextricably tied to the turnaround prospects of the automotive industry.\nBlackBerry's gross margins also continued to decline in the second-quarter with gross margins falling from 76.8% in Q2'21 to 64.0% in Q2'22. Gross margin, expressed as dollars, declined 43.7% year over year to only $112M. Total dollar loss in the second-quarter increased by a factor of six to $144M.\nSource: BlackBerry\nAlthough BlackBerry generated a $1M increase in sales growth quarter over quarter, the longer-term trend shows a continual erosion of its revenue base. The firm has not turned the corner in the second-quarter and BlackBerry's suffering has not ended yet...\nData by YCharts\nBlackBerry, however, generated a positive cash flow from operating activities of $12M in the second-quarter. After investments, $10M in free cash flow remained… which calculates to a margin of just 5.7%. Due to negative cash flow from operating activities in Q1'22, free cash flow for the first six months of FY 2022 was $(25M).\nSource: BlackBerry\nBlackBerry sees stronger revenues in the second half of the year compared to the first-half for both of its main businesses, Cyber Security and IoT. BlackBerry defended its revenue guidance on the second-quarter Conference Call (transcript) and said that the Cyber Security business should generate between $495M and $515M in revenues in FY 2022, with revenues likely to fall into the low end of the range. The IoT business is expected to generate $180M to $200M in revenues this fiscal year, although prospects for sales growth are related to a better flow of semiconductors in the automotive industry. Based on complementary information provided on the Conference Call, BlackBerry sees risks related to the recovery of the automotive sector in the second-half of FY 2022… which is set to impact QNX-related revenues.\nSource: BlackBerry\nDespite a challenging revenue situation, losses and negative free cash flow, BlackBerry trades at a P-S ratio of 6.7… a multiplier factor normally reserved for companies that are expanding and growing revenues rapidly. BlackBerry now offers only the valuation of such a company, but not the fundamentals. The P-S ratio assumes FY 2023 sales of $882M. Revenue estimates are also falling...\nData by YCharts\nRisks with BlackBerry\nBlackBerry is still subject to a long-term revenue decline and so far no evidence has come to light that could lead the market to believe that things are changing for the better. Although the firm is trying to move into a new business direction with Cyber Security and IoT, revenue challenges persist, BlackBerry's free cash flow is not great and declining gross margins are not exactly evidence of strengthening commercial performance. If BlackBerry doesn't find a solution to its consistent revenue declines and its negative free cash flow, the market could lose its patience with BlackBerry and punish it with a lower sales multiplier.\nIf BlackBerry gains revenue momentum in the last two quarters of FY 2022, achieves higher gross margins and generates positive free cash flow, then I am willing to change my outlook for the stock. Given BlackBerry's dim revenue and margin history, however, the chances of this happening are slim.\nFinal thoughts\nBlackBerry's business continues to be stuck in quicksand and any money invested in the firm is likely \"dead money\" for the foreseeable future. BlackBerry is not making material progress fast enough and the steep year-over-year revenue decline stings. BlackBerry needs a much stronger rebound in revenues and cash flow to grow into its current market value. Based on BlackBerry's commercial performance, the shares remain massively overvalued!","news_type":1,"symbols_score_info":{"BB":0.9}},"isVote":1,"tweetType":1,"viewCount":3721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866354201,"gmtCreate":1632739276303,"gmtModify":1632798199703,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good//<a href=\"https://laohu8.com/U/3569277422888666\">@SolidSnake</a>:Good//<a href=\"https://laohu8.com/U/3569277422888666\">@SolidSnake</a>:Agreed","listText":"Good//<a href=\"https://laohu8.com/U/3569277422888666\">@SolidSnake</a>:Good//<a href=\"https://laohu8.com/U/3569277422888666\">@SolidSnake</a>:Agreed","text":"Good//@SolidSnake:Good//@SolidSnake:Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866354201","repostId":"1184844987","repostType":4,"repost":{"id":"1184844987","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626708855,"share":"https://www.laohunote.com/m/news/1184844987?lang=zh_CN&edition=full","pubTime":"2021-07-19 23:34","market":"us","language":"en","title":"Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184844987","media":"Benzinga Earnings","summary":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult a","content":"<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p><p><blockquote>（7 月 19 日）这篇仅标题文章旨在向您展示<b>股票为何波动</b>，股票交易最难的方面。我们每天都会发布数百条关于任何催化剂的头条新闻，这些催化剂可能会推动您关心的股票 onBenzinga Pro，这是我们提供快速、可操作信息的旗舰平台，可促进更快、更智能的交易。</blockquote></p><p> Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p><p><blockquote>Benzinga Prohas 是一个设计直观的工作空间，可提供强大的市场洞察力，是全球成千上万的专业和零售商的首选解决方案。</blockquote></p><p> Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p><p><blockquote>停止谷歌搜索信息，看看outBenzinga Pro。当股票变动时，你再也不会被蒙在鼓里了。您将拥有在观众面前实时表演所需的一切。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></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>Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</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\">\nPeloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-07-19 23:34</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p><p><blockquote>（7 月 19 日）这篇仅标题文章旨在向您展示<b>股票为何波动</b>，股票交易最难的方面。我们每天都会发布数百条关于任何催化剂的头条新闻，这些催化剂可能会推动您关心的股票 onBenzinga Pro，这是我们提供快速、可操作信息的旗舰平台，可促进更快、更智能的交易。</blockquote></p><p> Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p><p><blockquote>Benzinga Prohas 是一个设计直观的工作空间，可提供强大的市场洞察力，是全球成千上万的专业和零售商的首选解决方案。</blockquote></p><p> Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p><p><blockquote>停止谷歌搜索信息，看看outBenzinga Pro。当股票变动时，你再也不会被蒙在鼓里了。您将拥有在观众面前实时表演所需的一切。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184844987","content_text":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.\nBenzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.\nStop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":3309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861266394,"gmtCreate":1632498784918,"gmtModify":1632715365813,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good//<a href=\"https://laohu8.com/U/3569277422888666\">@SolidSnake</a>:Agreed","listText":"Good//<a href=\"https://laohu8.com/U/3569277422888666\">@SolidSnake</a>:Agreed","text":"Good//@SolidSnake:Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/861266394","repostId":"1184844987","repostType":4,"repost":{"id":"1184844987","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626708855,"share":"https://www.laohunote.com/m/news/1184844987?lang=zh_CN&edition=full","pubTime":"2021-07-19 23:34","market":"us","language":"en","title":"Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184844987","media":"Benzinga Earnings","summary":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult a","content":"<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p><p><blockquote>（7 月 19 日）这篇仅标题文章旨在向您展示<b>股票为何波动</b>，股票交易最难的方面。我们每天都会发布数百条关于任何催化剂的头条新闻，这些催化剂可能会推动您关心的股票 onBenzinga Pro，这是我们提供快速、可操作信息的旗舰平台，可促进更快、更智能的交易。</blockquote></p><p> Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p><p><blockquote>Benzinga Prohas 是一个设计直观的工作空间，可提供强大的市场洞察力，是全球成千上万的专业和零售商的首选解决方案。</blockquote></p><p> Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p><p><blockquote>停止谷歌搜索信息，看看outBenzinga Pro。当股票变动时，你再也不会被蒙在鼓里了。您将拥有在观众面前实时表演所需的一切。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></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>Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</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\">\nPeloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-07-19 23:34</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p><p><blockquote>（7 月 19 日）这篇仅标题文章旨在向您展示<b>股票为何波动</b>，股票交易最难的方面。我们每天都会发布数百条关于任何催化剂的头条新闻，这些催化剂可能会推动您关心的股票 onBenzinga Pro，这是我们提供快速、可操作信息的旗舰平台，可促进更快、更智能的交易。</blockquote></p><p> Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p><p><blockquote>Benzinga Prohas 是一个设计直观的工作空间，可提供强大的市场洞察力，是全球成千上万的专业和零售商的首选解决方案。</blockquote></p><p> Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p><p><blockquote>停止谷歌搜索信息，看看outBenzinga Pro。当股票变动时，你再也不会被蒙在鼓里了。您将拥有在观众面前实时表演所需的一切。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184844987","content_text":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.\nBenzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.\nStop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":3181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177202431,"gmtCreate":1627218703923,"gmtModify":1633767094164,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/177202431","repostId":"1118041582","repostType":4,"repost":{"id":"1118041582","kind":"news","pubTimestamp":1627175995,"share":"https://www.laohunote.com/m/news/1118041582?lang=zh_CN&edition=full","pubTime":"2021-07-25 09:19","market":"us","language":"en","title":"US IPO Week Ahead: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118041582","media":"Renaissance Capital","summary":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs schedul","content":"<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p><p><blockquote>经过又一周创纪录的活动，IPO市场预计将保持火爆，未来一周将有17起IPO。</blockquote></p><p> Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p><p><blockquote>期待已久的零售经纪业务<b>罗宾汉市场</b>（HOOD）计划以368亿美元的市值筹集22亿美元。该公司提供一个免佣金的零售经纪平台，拥有超过1800万MAU。尽管2021年第一季度的收入实现了三位数的增长，但该平台依赖于交易量，最近的零售交易热潮可能是不可持续的。</blockquote></p><p> Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p><p><blockquote>汽车电池制造商<b>克拉里奥斯国际</b>(BTRY) 计划以 97 亿美元的市值筹集 17 亿美元。该公司在全球范围内生产低压汽车电池，并表示其在美洲和欧洲、中东和非洲地区拥有第一大市场地位。按息税前利润计算，Clarios 在 2020 财年因新冠疫情而出现负增长后，在 2021 财年上半年收入增长加速。</blockquote></p><p> Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p><p><blockquote>Altice的广告技术平台<b>提德</b>(TEAD) 计划以 46 亿美元的市值筹集 7.51 亿美元。Teads为广告商和出版商运营一个基于云的程序化数字广告平台。Teads 盈利稳健，为约 3,100 家出版商提供货币化服务。</blockquote></p><p> Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p><p><blockquote>教育软件提供商<b>PowerSchool控股</b>（PWSC）计划以37亿美元的市值筹集7.5亿美元。该公司为教师提供了一个教育平台，用于管理课堂活动，如收集作业和批改作业。PowerSchool为全球90多个国家的12,000多名客户提供服务，在2021年第一季度实现了净利润盈利。</blockquote></p><p> After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p><p><blockquote>在2018年撤回IPO尝试后，<b>下</b>（都乐）计划以 20 亿美元的市值筹集 5.59 亿美元。这家领先的水果和蔬菜公司提供来自全球30多个国家和80多个国家的300多种产品。都乐的发行增长缓慢且盈利，与其与道达尔农产品合并有关。</blockquote></p><p> Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p><p><blockquote>语言学习平台<b>多邻国</b>(DUOL) 计划以 41 亿美元的市值筹集 4.6 亿美元。多邻国为超过3亿用户提供了一个学习30多种新语言的在线平台。受益于新冠疫情相关的需求增长，多邻国在 2020 年实现了三位数的增长。</blockquote></p><p> <b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p><p><blockquote><b>携带者</b>（库克）计划以22亿美元的市值筹集4亿美元。这家公司生产具有技术功能的优质后院木质颗粒烤架，允许业主通过Traeger应用程序对他们的烤架进行编程、监控和控制。Traeger是木质颗粒烤架的类别领导者，从2017年到2020年，收入以28%的CAGR增长。</blockquote></p><p> Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p><p><blockquote>以色列反欺诈公司<b>风险化</b>(RSKD) 计划以 31 亿美元的市值筹集 3.33 亿美元。这家公司为企业提供电子商务欺诈保护。Riskified 不断增长但无利可图，其自由现金流在2021年第一季度中呈正波动。</blockquote></p><p> Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p><p><blockquote>财务软件提供商<b>子午线</b>(MLNK) 计划以 21 亿美元的市值筹集 3 亿美元。MeridianLink为中端市场社区银行和信用合作社提供基于云的数字贷款和开户平台。尽管业务具有周期性，但由于强劲的抵押贷款活动，该公司在 2020 财年实现了两位数的有机增长。</blockquote></p><p> Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p><p><blockquote>智能家居集成系统<b>Snap一号控股</b>(SNPO) 计划以 15 亿美元的市值筹集 2.7 亿美元。这家公司为超过16,000家专业集成商提供智能家居技术产品。Snap一号表现出稳健的增长，并在 2021 年第一季度按息税前利润计算实现盈利。</blockquote></p><p> Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p><p><blockquote>专业融资解决方案提供商<b>普雷斯顿霍洛社区资本</b>(PHCC) 计划以 23 亿美元的市值筹集 2 亿美元。该公司是为对美国当地社区具有重大社会和经济重要性的项目提供专业影响力融资解决方案的市场领导者。它服务于多个领域，包括基础设施、教育、医疗保健和住房。</blockquote></p><p> Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p><p><blockquote>疫苗生物技术<b>伊科萨瓦克斯</b>(ICVX) 计划以 5.9 亿美元的市值筹集 1.5 亿美元。这家临床阶段的生物技术公司最初专注于使用其类似病毒的颗粒平台技术开发针对传染性呼吸道疾病的疫苗。其最先进的候选药物目前正处于新型冠状病毒的1/2期试验中。</blockquote></p><p> Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p><p><blockquote>癌症生物技术<b>坎德尔疗法</b>（CADL）计划以3.98亿美元的市值筹集8500万美元。Candel 最先进的候选药物目前正在与前药伐昔洛韦联合进行 3 期试验，用于治疗新诊断的局限性前列腺癌，具有中等或高风险进展。该公司预计将于 2024 年完成2021年第三季度的注册，并公布最终数据。</blockquote></p><p></p><p> Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p><p><blockquote>罕见病生物技术<b>拉力赛生物</b>（RLYB）计划以4.65亿美元的市值筹集8100万美元。这家临床阶段的生物技术公司正在开发针对罕见疾病的抗体疗法。目前正在评估其 lead 项目，以在 1/2 期试验中治疗胎儿和新生儿同种免疫性血小板减少症。</blockquote></p><p> <b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p><p><blockquote><b>海洋生物医学</b>（OCEA）计划以5.06亿美元的市值筹集5000万美元。该公司目前正在开展肿瘤学、纤维化、传染病和炎症方面的临床前项目，这些项目已获得布朗大学、斯坦福大学和罗德岛医院的直接或间接许可。</blockquote></p><p> After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p><p><blockquote>2020年11月延期后，<b>因8生物</b>（INAB）计划以2.15亿美元的市值筹集4400万美元。这家一期生物技术公司正在开发同种异体γ-δ T细胞疗法来治疗实体瘤。尽管 gamma-delta T 细胞有可能治疗实体瘤，但该公司仍处于非常早期的阶段，并且已为有限数量的患者注射了剂量。</blockquote></p><p> Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p><p><blockquote>女性癌症生物技术<b>背景疗法</b>(CNTX) 计划以 9300 万美元的市值筹集 2000 万美元。Context 正在开发治疗女性癌症的方法，例如乳腺癌、卵巢癌和子宫内膜癌。该公司的主要候选药物目前正在进行卵巢癌和子宫内膜癌的 2 期试验，预计 2H21 和 1H22 将有初步结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年7月22日，文艺复兴IPO指数年初至今下跌1.0%，而标普500上涨16.3%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 3.0%，而 ACWX 指数上涨 8.1%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 EQT Partners 和 Smoore International。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</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\">\nUS IPO Week Ahead: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-07-25 09:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p><p><blockquote>经过又一周创纪录的活动，IPO市场预计将保持火爆，未来一周将有17起IPO。</blockquote></p><p> Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p><p><blockquote>期待已久的零售经纪业务<b>罗宾汉市场</b>（HOOD）计划以368亿美元的市值筹集22亿美元。该公司提供一个免佣金的零售经纪平台，拥有超过1800万MAU。尽管2021年第一季度的收入实现了三位数的增长，但该平台依赖于交易量，最近的零售交易热潮可能是不可持续的。</blockquote></p><p> Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p><p><blockquote>汽车电池制造商<b>克拉里奥斯国际</b>(BTRY) 计划以 97 亿美元的市值筹集 17 亿美元。该公司在全球范围内生产低压汽车电池，并表示其在美洲和欧洲、中东和非洲地区拥有第一大市场地位。按息税前利润计算，Clarios 在 2020 财年因新冠疫情而出现负增长后，在 2021 财年上半年收入增长加速。</blockquote></p><p> Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p><p><blockquote>Altice的广告技术平台<b>提德</b>(TEAD) 计划以 46 亿美元的市值筹集 7.51 亿美元。Teads为广告商和出版商运营一个基于云的程序化数字广告平台。Teads 盈利稳健，为约 3,100 家出版商提供货币化服务。</blockquote></p><p> Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p><p><blockquote>教育软件提供商<b>PowerSchool控股</b>（PWSC）计划以37亿美元的市值筹集7.5亿美元。该公司为教师提供了一个教育平台，用于管理课堂活动，如收集作业和批改作业。PowerSchool为全球90多个国家的12,000多名客户提供服务，在2021年第一季度实现了净利润盈利。</blockquote></p><p> After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p><p><blockquote>在2018年撤回IPO尝试后，<b>下</b>（都乐）计划以 20 亿美元的市值筹集 5.59 亿美元。这家领先的水果和蔬菜公司提供来自全球30多个国家和80多个国家的300多种产品。都乐的发行增长缓慢且盈利，与其与道达尔农产品合并有关。</blockquote></p><p> Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p><p><blockquote>语言学习平台<b>多邻国</b>(DUOL) 计划以 41 亿美元的市值筹集 4.6 亿美元。多邻国为超过3亿用户提供了一个学习30多种新语言的在线平台。受益于新冠疫情相关的需求增长，多邻国在 2020 年实现了三位数的增长。</blockquote></p><p> <b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p><p><blockquote><b>携带者</b>（库克）计划以22亿美元的市值筹集4亿美元。这家公司生产具有技术功能的优质后院木质颗粒烤架，允许业主通过Traeger应用程序对他们的烤架进行编程、监控和控制。Traeger是木质颗粒烤架的类别领导者，从2017年到2020年，收入以28%的CAGR增长。</blockquote></p><p> Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p><p><blockquote>以色列反欺诈公司<b>风险化</b>(RSKD) 计划以 31 亿美元的市值筹集 3.33 亿美元。这家公司为企业提供电子商务欺诈保护。Riskified 不断增长但无利可图，其自由现金流在2021年第一季度中呈正波动。</blockquote></p><p> Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p><p><blockquote>财务软件提供商<b>子午线</b>(MLNK) 计划以 21 亿美元的市值筹集 3 亿美元。MeridianLink为中端市场社区银行和信用合作社提供基于云的数字贷款和开户平台。尽管业务具有周期性，但由于强劲的抵押贷款活动，该公司在 2020 财年实现了两位数的有机增长。</blockquote></p><p> Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p><p><blockquote>智能家居集成系统<b>Snap一号控股</b>(SNPO) 计划以 15 亿美元的市值筹集 2.7 亿美元。这家公司为超过16,000家专业集成商提供智能家居技术产品。Snap一号表现出稳健的增长，并在 2021 年第一季度按息税前利润计算实现盈利。</blockquote></p><p> Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p><p><blockquote>专业融资解决方案提供商<b>普雷斯顿霍洛社区资本</b>(PHCC) 计划以 23 亿美元的市值筹集 2 亿美元。该公司是为对美国当地社区具有重大社会和经济重要性的项目提供专业影响力融资解决方案的市场领导者。它服务于多个领域，包括基础设施、教育、医疗保健和住房。</blockquote></p><p> Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p><p><blockquote>疫苗生物技术<b>伊科萨瓦克斯</b>(ICVX) 计划以 5.9 亿美元的市值筹集 1.5 亿美元。这家临床阶段的生物技术公司最初专注于使用其类似病毒的颗粒平台技术开发针对传染性呼吸道疾病的疫苗。其最先进的候选药物目前正处于新型冠状病毒的1/2期试验中。</blockquote></p><p> Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p><p><blockquote>癌症生物技术<b>坎德尔疗法</b>（CADL）计划以3.98亿美元的市值筹集8500万美元。Candel 最先进的候选药物目前正在与前药伐昔洛韦联合进行 3 期试验，用于治疗新诊断的局限性前列腺癌，具有中等或高风险进展。该公司预计将于 2024 年完成2021年第三季度的注册，并公布最终数据。</blockquote></p><p></p><p> Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p><p><blockquote>罕见病生物技术<b>拉力赛生物</b>（RLYB）计划以4.65亿美元的市值筹集8100万美元。这家临床阶段的生物技术公司正在开发针对罕见疾病的抗体疗法。目前正在评估其 lead 项目，以在 1/2 期试验中治疗胎儿和新生儿同种免疫性血小板减少症。</blockquote></p><p> <b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p><p><blockquote><b>海洋生物医学</b>（OCEA）计划以5.06亿美元的市值筹集5000万美元。该公司目前正在开展肿瘤学、纤维化、传染病和炎症方面的临床前项目，这些项目已获得布朗大学、斯坦福大学和罗德岛医院的直接或间接许可。</blockquote></p><p> After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p><p><blockquote>2020年11月延期后，<b>因8生物</b>（INAB）计划以2.15亿美元的市值筹集4400万美元。这家一期生物技术公司正在开发同种异体γ-δ T细胞疗法来治疗实体瘤。尽管 gamma-delta T 细胞有可能治疗实体瘤，但该公司仍处于非常早期的阶段，并且已为有限数量的患者注射了剂量。</blockquote></p><p> Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p><p><blockquote>女性癌症生物技术<b>背景疗法</b>(CNTX) 计划以 9300 万美元的市值筹集 2000 万美元。Context 正在开发治疗女性癌症的方法，例如乳腺癌、卵巢癌和子宫内膜癌。该公司的主要候选药物目前正在进行卵巢癌和子宫内膜癌的 2 期试验，预计 2H21 和 1H22 将有初步结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年7月22日，文艺复兴IPO指数年初至今下跌1.0%，而标普500上涨16.3%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 3.0%，而 ACWX 指数上涨 8.1%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 EQT Partners 和 Smoore International。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week\">Renaissance Capital</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":{"RLYB":"Rallybio Corp.","HOOD":"Robinhood","DUOL":"多邻国",".SPX":"S&P 500 Index","DOLE":"都乐食品","TEAD":"Teads Holding","MLNK":"MeridianLink, Inc. (ex-Project Angel Parent, LLC)",".DJI":"道琼斯","SNPO":"Snap One Holdings Corp.","CNTX":"Context Therapeutics Inc.",".IXIC":"NASDAQ Composite","CADLF":"CADELER AS","COOK":"Traeger Inc. (TGPX Holdings I LLC)","PWSC":"PowerSchool Holdings, Inc.","RSKD":"Riskified Ltd.","INAB":"IN8bio, Inc.","FEOVF":"Oceanic Iron Ore Corp."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118041582","content_text":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.\nLong-awaited retail brokerage Robinhood Markets(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.\nVehicle battery maker Clarios International(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.\nAltice’s ad-tech platform Teads(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.\nEducation software provider PowerSchool Holdings(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.\nAfter withdrawing its IPO attempt in 2018,Dole(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.\nLanguage learning platform Duolingo(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.\nTraeger(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.\nIsraeli anti-fraud firm Riskified(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.\nFinancial software provider MeridianLink(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.\nSmart home integration system Snap One Holdings(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.\nSpecialty funding solutions provider Preston Hollow Community Capital(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.\nVaccine biotech Icosavax(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.\nCancer biotech Candel Therapeutics(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.\nRare disease biotech Rallybio(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.\nOcean Biomedical(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.\nAfter postponing in November 2020,IN8bio(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.\nFemale cancer biotech Context Therapeutics(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.","news_type":1,"symbols_score_info":{"TEAD":0.9,"RLYB":0.9,"INAB":0.9,"HOOD":0.9,"CADLF":0.9,"MLNK":0.9,"COOK":0.9,"PWSC":0.9,"BTRY":0.9,".SPX":0.9,"RSKD":0.9,".DJI":0.9,"DUOL":0.9,"DOLE":0.9,"SNPO":0.9,"CNTX":0.9,"FEOVF":0.9,"ICVX":0.9,"PHCC":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171108390,"gmtCreate":1626709850710,"gmtModify":1633924714466,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/171108390","repostId":"1184844987","repostType":4,"repost":{"id":"1184844987","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626708855,"share":"https://www.laohunote.com/m/news/1184844987?lang=zh_CN&edition=full","pubTime":"2021-07-19 23:34","market":"us","language":"en","title":"Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184844987","media":"Benzinga Earnings","summary":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult a","content":"<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p><p><blockquote>（7 月 19 日）这篇仅标题文章旨在向您展示<b>股票为何波动</b>，股票交易最难的方面。我们每天都会发布数百条关于任何催化剂的头条新闻，这些催化剂可能会推动您关心的股票 onBenzinga Pro，这是我们提供快速、可操作信息的旗舰平台，可促进更快、更智能的交易。</blockquote></p><p> Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p><p><blockquote>Benzinga Prohas 是一个设计直观的工作空间，可提供强大的市场洞察力，是全球成千上万的专业和零售商的首选解决方案。</blockquote></p><p> Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p><p><blockquote>停止谷歌搜索信息，看看outBenzinga Pro。当股票变动时，你再也不会被蒙在鼓里了。您将拥有在观众面前实时表演所需的一切。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></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>Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</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\">\nPeloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-07-19 23:34</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p><p><blockquote>（7 月 19 日）这篇仅标题文章旨在向您展示<b>股票为何波动</b>，股票交易最难的方面。我们每天都会发布数百条关于任何催化剂的头条新闻，这些催化剂可能会推动您关心的股票 onBenzinga Pro，这是我们提供快速、可操作信息的旗舰平台，可促进更快、更智能的交易。</blockquote></p><p> Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p><p><blockquote>Benzinga Prohas 是一个设计直观的工作空间，可提供强大的市场洞察力，是全球成千上万的专业和零售商的首选解决方案。</blockquote></p><p> Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p><p><blockquote>停止谷歌搜索信息，看看outBenzinga Pro。当股票变动时，你再也不会被蒙在鼓里了。您将拥有在观众面前实时表演所需的一切。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184844987","content_text":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.\nBenzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.\nStop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":2909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173336224,"gmtCreate":1626614431468,"gmtModify":1631888360997,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173336224","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":2790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144745516,"gmtCreate":1626316627435,"gmtModify":1633927925278,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144745516","repostId":"1181685430","repostType":4,"repost":{"id":"1181685430","kind":"news","pubTimestamp":1626311578,"share":"https://www.laohunote.com/m/news/1181685430?lang=zh_CN&edition=full","pubTime":"2021-07-15 09:12","market":"us","language":"en","title":"Cramer: Chip Sector's Contradictions – AMD, Nvidia, Intel<blockquote>克莱默：芯片行业的矛盾——AMD、英伟达、英特尔</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181685430","media":"The Street","summary":"With the chip shortage, these stocks are making investors nervous, but keep them on your radar, Cram","content":"<p>  With the chip shortage, these stocks are making investors nervous, but keep them on your radar, Cramer says.  The semiconductor industry is a “ball of confusion” to investors, just when market mavens crave some stability from chip makers.</p><p><blockquote>克莱默说，由于芯片短缺，这些股票让投资者感到紧张，但请密切关注它们。半导体行业对投资者来说是一个 “混乱之球”，而市场专家们却渴望从芯片制造商那里获得稳定性。</blockquote></p><p> That’s causing angst among investors, who should be buying semiconductors right now but can’t—or won’t—pull the trigger, TheStreet's Jim Cramer noted in a recent Real Money column.</p><p><blockquote>TheStreet 的吉姆-克莱默（Jim Cramer）在最近的一篇真钱专栏文章中指出，这引起了投资者的焦虑，他们现在就应该购买半导体，但却不能或不愿扣动扳机。</blockquote></p><p> One big chip maker stands out in that regard, Cramer said.</p><p><blockquote>克莱默说，一家大型芯片制造商在这方面脱颖而出。</blockquote></p><p> \"Take Advanced Micro&nbsp;(<b>AMD</b>) -Get Report. This one has wandered in the wilderness for months as Intel's&nbsp;(<b>INTC</b>) -Get Report&nbsp;CEO Pat Gelsinger talks a big game about ending the reign of the upstart. It doesn't matter that CEO Lisa Su has a monster lead on Intel now. Pat loves to say that Intel's back and we want that. The fact is, though, that AMD is still the leader and Su is not going to fight back with words, she is going to fight back with chips.</p><p><blockquote>“以高级微（<b>AMD</b>)-获取报告。这个已经在荒野中徘徊了几个月，作为英特尔的（<b>国际电联</b>) -Get Report 首席执行官帕特·基辛格 (Pat Gelsinger) 谈论了一场关于结束新贵统治的大游戏。首席执行官苏丽莎现在在英特尔拥有巨大的领先优势，这并不重要。帕特喜欢说英特尔回来了，我们希望如此。然而，事实是，AMD仍然是领导者，苏不会用言语反击，她会用芯片反击。</blockquote></p><p> \"Su did give an interview this week where she talked about how well they were doing and acknowledged the chip shortage. I thought the stock should go up on the story and instead it got hammered. Finally we are getting nervous about the Xilinx approval. We have been waiting and waiting.&nbsp;All that amounts to a stalled stock with a downward bias.\"</p><p><blockquote>“苏本周确实接受了采访，谈到了他们做得有多好，并承认芯片短缺。我以为该股应该在报道后上涨，但结果却遭到了重创。最后，我们对赛灵思的批准感到紧张。我们一直在等待，等待。所有这些都导致该股停滞不前，有下行倾向。”</blockquote></p><p> Cramer also pointed to Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;and Analog Devices&nbsp;(<b>ADI</b>) -Get Report&nbsp;as two additional industry culprits who should represent buying opportunities, but are too “harrowing” to be bought right now. Other semiconductor stocks are in the same state of suspension, but should also be on investor radar screens.</p><p><blockquote>克莱默还指出德州仪器（<b>TXN</b>) -获取报告和模拟设备 (<b>阿迪</b>)-被报道为另外两名行业罪魁祸首，他们本应代表收购机会，但现在却太 “悲惨”，无法被收购。其他半导体股票也处于同样的停牌状态，但也应该出现在投资者的雷达屏幕上。</blockquote></p><p> This from Cramer:</p><p><blockquote>来自克莱默：</blockquote></p><p> I can't tell you how many times I have heard that Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;will disappoint only to watch it beat the numbers handily.&nbsp;Or Marvell Tech&nbsp;(<b>MRVL</b>) -Get Report. Here's one that likes to run into the quarter and then sell down when it reports.</p><p><blockquote>我不知道我听过多少次博通（<b>阿夫戈</b>) -Get Report 只会让人失望，看着它轻松击败数字。或者 Marvell Tech (<b>MRVL</b>)-获取报告。这里有一个喜欢进入季度，然后在报告时卖出的人。</blockquote></p><p> Cramer said that, fortunately, Marvell didn't fall flat this time but that's the first time he's seen it hold.&nbsp;The only one that doesn't act terribly, he added, is Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;-- \"but need I remind you that it was stalled for ages, too.\"</p><p><blockquote>克莱默说，幸运的是，Marvell这次没有倒下，但这是他第一次看到它坚持下去。他补充说，唯一表现不错的是英伟达（<b>NVDA</b>）——得到报告——“但需要我提醒你，它也被搁置了很久。”</blockquote></p><p> It’s worth noting that a semiconductor’s natural state is to rise up as its temperature goes up. That’s not happening right now and it’s vexing to investors who otherwise may be sector buyers, Cramer noted. Still, the upside value shouldn’t be ignored, he added.</p><p><blockquote>值得注意的是，半导体的自然状态是随着温度的升高而升高。克莱默指出，这种情况现在还没有发生，这让原本可能是该行业买家的投资者感到困扰。不过，他补充说，上行价值不容忽视。</blockquote></p><p> \"This fabulous group is a ball of confusion until you look where they come from,\" Cramer says.</p><p><blockquote>“这个出色的团体是一个混乱的球，直到你看到他们来自哪里，”克莱默说。</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>Cramer: Chip Sector's Contradictions – AMD, Nvidia, Intel<blockquote>克莱默：芯片行业的矛盾——AMD、英伟达、英特尔</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\">\nCramer: Chip Sector's Contradictions – AMD, Nvidia, Intel<blockquote>克莱默：芯片行业的矛盾——AMD、英伟达、英特尔</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\">2021-07-15 09:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  With the chip shortage, these stocks are making investors nervous, but keep them on your radar, Cramer says.  The semiconductor industry is a “ball of confusion” to investors, just when market mavens crave some stability from chip makers.</p><p><blockquote>克莱默说，由于芯片短缺，这些股票让投资者感到紧张，但请密切关注它们。半导体行业对投资者来说是一个 “混乱之球”，而市场专家们却渴望从芯片制造商那里获得稳定性。</blockquote></p><p> That’s causing angst among investors, who should be buying semiconductors right now but can’t—or won’t—pull the trigger, TheStreet's Jim Cramer noted in a recent Real Money column.</p><p><blockquote>TheStreet 的吉姆-克莱默（Jim Cramer）在最近的一篇真钱专栏文章中指出，这引起了投资者的焦虑，他们现在就应该购买半导体，但却不能或不愿扣动扳机。</blockquote></p><p> One big chip maker stands out in that regard, Cramer said.</p><p><blockquote>克莱默说，一家大型芯片制造商在这方面脱颖而出。</blockquote></p><p> \"Take Advanced Micro&nbsp;(<b>AMD</b>) -Get Report. This one has wandered in the wilderness for months as Intel's&nbsp;(<b>INTC</b>) -Get Report&nbsp;CEO Pat Gelsinger talks a big game about ending the reign of the upstart. It doesn't matter that CEO Lisa Su has a monster lead on Intel now. Pat loves to say that Intel's back and we want that. The fact is, though, that AMD is still the leader and Su is not going to fight back with words, she is going to fight back with chips.</p><p><blockquote>“以高级微（<b>AMD</b>)-获取报告。这个已经在荒野中徘徊了几个月，作为英特尔的（<b>国际电联</b>) -Get Report 首席执行官帕特·基辛格 (Pat Gelsinger) 谈论了一场关于结束新贵统治的大游戏。首席执行官苏丽莎现在在英特尔拥有巨大的领先优势，这并不重要。帕特喜欢说英特尔回来了，我们希望如此。然而，事实是，AMD仍然是领导者，苏不会用言语反击，她会用芯片反击。</blockquote></p><p> \"Su did give an interview this week where she talked about how well they were doing and acknowledged the chip shortage. I thought the stock should go up on the story and instead it got hammered. Finally we are getting nervous about the Xilinx approval. We have been waiting and waiting.&nbsp;All that amounts to a stalled stock with a downward bias.\"</p><p><blockquote>“苏本周确实接受了采访，谈到了他们做得有多好，并承认芯片短缺。我以为该股应该在报道后上涨，但结果却遭到了重创。最后，我们对赛灵思的批准感到紧张。我们一直在等待，等待。所有这些都导致该股停滞不前，有下行倾向。”</blockquote></p><p> Cramer also pointed to Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;and Analog Devices&nbsp;(<b>ADI</b>) -Get Report&nbsp;as two additional industry culprits who should represent buying opportunities, but are too “harrowing” to be bought right now. Other semiconductor stocks are in the same state of suspension, but should also be on investor radar screens.</p><p><blockquote>克莱默还指出德州仪器（<b>TXN</b>) -获取报告和模拟设备 (<b>阿迪</b>)-被报道为另外两名行业罪魁祸首，他们本应代表收购机会，但现在却太 “悲惨”，无法被收购。其他半导体股票也处于同样的停牌状态，但也应该出现在投资者的雷达屏幕上。</blockquote></p><p> This from Cramer:</p><p><blockquote>来自克莱默：</blockquote></p><p> I can't tell you how many times I have heard that Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;will disappoint only to watch it beat the numbers handily.&nbsp;Or Marvell Tech&nbsp;(<b>MRVL</b>) -Get Report. Here's one that likes to run into the quarter and then sell down when it reports.</p><p><blockquote>我不知道我听过多少次博通（<b>阿夫戈</b>) -Get Report 只会让人失望，看着它轻松击败数字。或者 Marvell Tech (<b>MRVL</b>)-获取报告。这里有一个喜欢进入季度，然后在报告时卖出的人。</blockquote></p><p> Cramer said that, fortunately, Marvell didn't fall flat this time but that's the first time he's seen it hold.&nbsp;The only one that doesn't act terribly, he added, is Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;-- \"but need I remind you that it was stalled for ages, too.\"</p><p><blockquote>克莱默说，幸运的是，Marvell这次没有倒下，但这是他第一次看到它坚持下去。他补充说，唯一表现不错的是英伟达（<b>NVDA</b>）——得到报告——“但需要我提醒你，它也被搁置了很久。”</blockquote></p><p> It’s worth noting that a semiconductor’s natural state is to rise up as its temperature goes up. That’s not happening right now and it’s vexing to investors who otherwise may be sector buyers, Cramer noted. Still, the upside value shouldn’t be ignored, he added.</p><p><blockquote>值得注意的是，半导体的自然状态是随着温度的升高而升高。克莱默指出，这种情况现在还没有发生，这让原本可能是该行业买家的投资者感到困扰。不过，他补充说，上行价值不容忽视。</blockquote></p><p> \"This fabulous group is a ball of confusion until you look where they come from,\" Cramer says.</p><p><blockquote>“这个出色的团体是一个混乱的球，直到你看到他们来自哪里，”克莱默说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/jim-cramer/cramer-chip-sectors-contradictions-amd-nvidia-intel\">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":{"INTC":"英特尔","AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.thestreet.com/jim-cramer/cramer-chip-sectors-contradictions-amd-nvidia-intel","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181685430","content_text":"With the chip shortage, these stocks are making investors nervous, but keep them on your radar, Cramer says.\n\nThe semiconductor industry is a “ball of confusion” to investors, just when market mavens crave some stability from chip makers.\nThat’s causing angst among investors, who should be buying semiconductors right now but can’t—or won’t—pull the trigger, TheStreet's Jim Cramer noted in a recent Real Money column.\nOne big chip maker stands out in that regard, Cramer said.\n\"Take Advanced Micro (AMD) -Get Report. This one has wandered in the wilderness for months as Intel's (INTC) -Get Report CEO Pat Gelsinger talks a big game about ending the reign of the upstart. It doesn't matter that CEO Lisa Su has a monster lead on Intel now. Pat loves to say that Intel's back and we want that. The fact is, though, that AMD is still the leader and Su is not going to fight back with words, she is going to fight back with chips.\n\"Su did give an interview this week where she talked about how well they were doing and acknowledged the chip shortage. I thought the stock should go up on the story and instead it got hammered. Finally we are getting nervous about the Xilinx approval. We have been waiting and waiting. All that amounts to a stalled stock with a downward bias.\"\nCramer also pointed to Texas Instruments (TXN) -Get Report and Analog Devices (ADI) -Get Report as two additional industry culprits who should represent buying opportunities, but are too “harrowing” to be bought right now. Other semiconductor stocks are in the same state of suspension, but should also be on investor radar screens.\nThis from Cramer:\nI can't tell you how many times I have heard that Broadcom (AVGO) -Get Report will disappoint only to watch it beat the numbers handily. Or Marvell Tech (MRVL) -Get Report. Here's one that likes to run into the quarter and then sell down when it reports.\nCramer said that, fortunately, Marvell didn't fall flat this time but that's the first time he's seen it hold. The only one that doesn't act terribly, he added, is Nvidia (NVDA) -Get Report -- \"but need I remind you that it was stalled for ages, too.\"\nIt’s worth noting that a semiconductor’s natural state is to rise up as its temperature goes up. That’s not happening right now and it’s vexing to investors who otherwise may be sector buyers, Cramer noted. Still, the upside value shouldn’t be ignored, he added.\n\"This fabulous group is a ball of confusion until you look where they come from,\" Cramer says.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":4122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144745198,"gmtCreate":1626316603914,"gmtModify":1633927925520,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144745198","repostId":"1135572056","repostType":4,"repost":{"id":"1135572056","kind":"news","pubTimestamp":1626311688,"share":"https://www.laohunote.com/m/news/1135572056?lang=zh_CN&edition=full","pubTime":"2021-07-15 09:14","market":"us","language":"en","title":"Elon Musk Reveals Tesla's Billion Dollar Backlog<blockquote>埃隆·马斯克透露特斯拉数十亿美元的积压订单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135572056","media":"The Street","summary":"Tesla CEO Elon Musk revealed key information about one of Tesla's business lines on Tuesday — here are the details.","content":"<p>  Tesla CEO Elon Musk revealed key information about one of Tesla's business lines on Tuesday — here are the details.  During Elon&nbsp;Musk’stestimony&nbsp;in defense of a SolarCity acquisition related lawsuit on Tuesday, the Tesla CEO revealed that the company has about 80,000Tesla Powerwallorders waiting to be delivered.</p><p><blockquote>特斯拉首席执行官埃隆·马斯克周二透露了有关特斯拉一项业务的关键信息——以下是详细信息。在埃隆-马斯克（Elon Musk）周二为 SolarCity 收购相关诉讼辩护的证词中，这位特斯拉首席执行官透露，该公司约有 8 万份特斯拉 PowerWall 订单等待交付。</blockquote></p><p> Order holders might be waiting awhile.</p><p><blockquote>订单持有者可能要等一段时间。</blockquote></p><p> Musk said that Tesla may be able to produce 30,000 - 35,000 Powerwalls in the third quarter in a \"best case\" scenario. The number provides new context for a comment made on Tesla's Q1 earnings call by CFO Zachary Kirkhorn, who stated Tesla had a“multi-quarter backlog” of Powerwall orders. Musk attributed the well-documented semiconductor shortage to Powerwall production constraints.</p><p><blockquote>马斯克表示，在“最好的情况”情况下，特斯拉可能能够在第三季度生产 30,000 至 35,000 个防火墙。这一数字为特斯拉首席财务官扎卡里-柯克霍恩（Zachary Kirkhorn）在特斯拉第一季度财报看涨期权上发表的评论提供了新的背景，他表示特斯拉的 Powerwall 订单积压了 “多个季度”。马斯克将有据可查的半导体短缺归因于 Powerwall 生产限制。</blockquote></p><p> <b>Production</b></p><p><blockquote><b>生产</b></blockquote></p><p> In late May,Tesla announcedthat the company had eclipsed&nbsp;200,000 Powerwalls&nbsp;installed worldwide since inception — totaling more than 2 gigawatt-hours of battery storage. In early 2020,Tesla disclosed&nbsp;their 100,000th installation which points to quarterly Powerwall production of around 20,000 to 25,000 units over the last year.</p><p><blockquote>5 月下旬，特斯拉宣布，该公司自成立以来在全球安装的 20 万个 Powerwall，电池存储量总计超过 2 吉瓦时。2020年初， 特斯拉披露了他们的第10万个安装量， 这表明去年Powerwall的季度产量约为20,000至25,000辆。</blockquote></p><p> While Musk's ~30,000 unit third quarter production target won't nearly satisfy demand, it does appear to be an increase from past quarters. At the current rate of production, some Tesla Powerwall orderers may be waiting up to nine months for delivery.</p><p><blockquote>虽然马斯克第三季度约 30,000 辆的产量目标无法满足需求，但似乎确实比前几个季度有所增加。按照目前的生产速度，一些特斯拉 Powerwall 订购者可能要等待长达九个月的交货时间。</blockquote></p><p> Tesla lists the price of a single Powerwall at $10,500. With 80,000 orders, Tesla's backlog could represent nearly $1 billion in revenue. While bundling multiple Powerwalls does lower the per-unit price, Tesla recently started requiring the purchase of solar panels with each Powerwall order. Taken together, Tesla's order book for residential energy products seems to easily<b>exceed $1 billion</b>.</p><p><blockquote>特斯拉将单个Powerwall的价格列为10,500美元。特斯拉有 80,000 个订单，积压的订单可能代表近 10 亿美元的收入。虽然捆绑多个Powerwall确实降低了单位价格，但特斯拉最近开始要求每个Powerwall订单都购买太阳能电池板。综上所述，特斯拉的住宅能源产品订单似乎很容易<b>超过10亿美元</b>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99880102385b7bbabebfc9b87ecd3a38\" tg-width=\"700\" tg-height=\"522\" referrerpolicy=\"no-referrer\">Each Powerwall has 13.5 kilowatt-hours of energy storage capacity which puts Tesla's order backlog at over 1 gigawatt-hour in total. When will Tesla be able to catch up to Powerwall demand?</p><p><blockquote>每个 Powerwall 都有 13.5 千瓦时的储能容量，这使得特斯拉的积压订单总数超过 1 吉瓦时。特斯拉什么时候才能赶上Powerwall的需求？</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>Elon Musk Reveals Tesla's Billion Dollar Backlog<blockquote>埃隆·马斯克透露特斯拉数十亿美元的积压订单</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\">\nElon Musk Reveals Tesla's Billion Dollar Backlog<blockquote>埃隆·马斯克透露特斯拉数十亿美元的积压订单</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\">2021-07-15 09:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Tesla CEO Elon Musk revealed key information about one of Tesla's business lines on Tuesday — here are the details.  During Elon&nbsp;Musk’stestimony&nbsp;in defense of a SolarCity acquisition related lawsuit on Tuesday, the Tesla CEO revealed that the company has about 80,000Tesla Powerwallorders waiting to be delivered.</p><p><blockquote>特斯拉首席执行官埃隆·马斯克周二透露了有关特斯拉一项业务的关键信息——以下是详细信息。在埃隆-马斯克（Elon Musk）周二为 SolarCity 收购相关诉讼辩护的证词中，这位特斯拉首席执行官透露，该公司约有 8 万份特斯拉 PowerWall 订单等待交付。</blockquote></p><p> Order holders might be waiting awhile.</p><p><blockquote>订单持有者可能要等一段时间。</blockquote></p><p> Musk said that Tesla may be able to produce 30,000 - 35,000 Powerwalls in the third quarter in a \"best case\" scenario. The number provides new context for a comment made on Tesla's Q1 earnings call by CFO Zachary Kirkhorn, who stated Tesla had a“multi-quarter backlog” of Powerwall orders. Musk attributed the well-documented semiconductor shortage to Powerwall production constraints.</p><p><blockquote>马斯克表示，在“最好的情况”情况下，特斯拉可能能够在第三季度生产 30,000 至 35,000 个防火墙。这一数字为特斯拉首席财务官扎卡里-柯克霍恩（Zachary Kirkhorn）在特斯拉第一季度财报看涨期权上发表的评论提供了新的背景，他表示特斯拉的 Powerwall 订单积压了 “多个季度”。马斯克将有据可查的半导体短缺归因于 Powerwall 生产限制。</blockquote></p><p> <b>Production</b></p><p><blockquote><b>生产</b></blockquote></p><p> In late May,Tesla announcedthat the company had eclipsed&nbsp;200,000 Powerwalls&nbsp;installed worldwide since inception — totaling more than 2 gigawatt-hours of battery storage. In early 2020,Tesla disclosed&nbsp;their 100,000th installation which points to quarterly Powerwall production of around 20,000 to 25,000 units over the last year.</p><p><blockquote>5 月下旬，特斯拉宣布，该公司自成立以来在全球安装的 20 万个 Powerwall，电池存储量总计超过 2 吉瓦时。2020年初， 特斯拉披露了他们的第10万个安装量， 这表明去年Powerwall的季度产量约为20,000至25,000辆。</blockquote></p><p> While Musk's ~30,000 unit third quarter production target won't nearly satisfy demand, it does appear to be an increase from past quarters. At the current rate of production, some Tesla Powerwall orderers may be waiting up to nine months for delivery.</p><p><blockquote>虽然马斯克第三季度约 30,000 辆的产量目标无法满足需求，但似乎确实比前几个季度有所增加。按照目前的生产速度，一些特斯拉 Powerwall 订购者可能要等待长达九个月的交货时间。</blockquote></p><p> Tesla lists the price of a single Powerwall at $10,500. With 80,000 orders, Tesla's backlog could represent nearly $1 billion in revenue. While bundling multiple Powerwalls does lower the per-unit price, Tesla recently started requiring the purchase of solar panels with each Powerwall order. Taken together, Tesla's order book for residential energy products seems to easily<b>exceed $1 billion</b>.</p><p><blockquote>特斯拉将单个Powerwall的价格列为10,500美元。特斯拉有 80,000 个订单，积压的订单可能代表近 10 亿美元的收入。虽然捆绑多个Powerwall确实降低了单位价格，但特斯拉最近开始要求每个Powerwall订单都购买太阳能电池板。综上所述，特斯拉的住宅能源产品订单似乎很容易<b>超过10亿美元</b>.</blockquote></p><p> <img src=\"https://static.tigerbbs.com/99880102385b7bbabebfc9b87ecd3a38\" tg-width=\"700\" tg-height=\"522\" referrerpolicy=\"no-referrer\">Each Powerwall has 13.5 kilowatt-hours of energy storage capacity which puts Tesla's order backlog at over 1 gigawatt-hour in total. When will Tesla be able to catch up to Powerwall demand?</p><p><blockquote>每个 Powerwall 都有 13.5 千瓦时的储能容量，这使得特斯拉的积压订单总数超过 1 吉瓦时。特斯拉什么时候才能赶上Powerwall的需求？</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/tesla/news/elon-musk-reveals-teslas-billion-dollar-backlog-tsla\">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":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/tesla/news/elon-musk-reveals-teslas-billion-dollar-backlog-tsla","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135572056","content_text":"Tesla CEO Elon Musk revealed key information about one of Tesla's business lines on Tuesday — here are the details.\n\nDuring Elon Musk’stestimony in defense of a SolarCity acquisition related lawsuit on Tuesday, the Tesla CEO revealed that the company has about 80,000Tesla Powerwallorders waiting to be delivered.\nOrder holders might be waiting awhile.\nMusk said that Tesla may be able to produce 30,000 - 35,000 Powerwalls in the third quarter in a \"best case\" scenario. The number provides new context for a comment made on Tesla's Q1 earnings call by CFO Zachary Kirkhorn, who stated Tesla had a“multi-quarter backlog” of Powerwall orders. Musk attributed the well-documented semiconductor shortage to Powerwall production constraints.\nProduction\nIn late May,Tesla announcedthat the company had eclipsed 200,000 Powerwalls installed worldwide since inception — totaling more than 2 gigawatt-hours of battery storage. In early 2020,Tesla disclosed their 100,000th installation which points to quarterly Powerwall production of around 20,000 to 25,000 units over the last year.\nWhile Musk's ~30,000 unit third quarter production target won't nearly satisfy demand, it does appear to be an increase from past quarters. At the current rate of production, some Tesla Powerwall orderers may be waiting up to nine months for delivery.\nTesla lists the price of a single Powerwall at $10,500. With 80,000 orders, Tesla's backlog could represent nearly $1 billion in revenue. While bundling multiple Powerwalls does lower the per-unit price, Tesla recently started requiring the purchase of solar panels with each Powerwall order. Taken together, Tesla's order book for residential energy products seems to easilyexceed $1 billion.\nEach Powerwall has 13.5 kilowatt-hours of energy storage capacity which puts Tesla's order backlog at over 1 gigawatt-hour in total. When will Tesla be able to catch up to Powerwall demand?","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144740159,"gmtCreate":1626316260771,"gmtModify":1633927930577,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144740159","repostId":"1196440758","repostType":4,"repost":{"id":"1196440758","kind":"news","pubTimestamp":1625967335,"share":"https://www.laohunote.com/m/news/1196440758?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:35","market":"us","language":"en","title":"2 Growth Stocks for the Next 10 Years<blockquote>未来10年的2只成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196440758","media":"Motley Fool","summary":"Both of these companies grew revenue by triple-digit rates in their most recent quarters. More importantly, their futures look bright.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Growth stocks may be riskier than stable and established companies, but carefully selected ones may be worth it.</li>  <li>Stay-at-home trends have helped these companies, but their growth rates were high before the pandemic, too.</li>  <li>Both of these fast-growing tech businesses are already profitable.</li> </ul> There's an interesting dilemma when it comes to picking stocks investors can likely hold for years or even decades. On the one hand, investors looking to hold shares for the long haul can stick with stable and established companies that have been around for decades and will likely continue succeeding for the foreseeable future -- companies like&nbsp;<b>Waste Management</b>&nbsp;and&nbsp;<b>Berkshire Hathaway</b>. The downside to this approach, however, is that investors may miss out on the potential outperformance that could come from fast-growing companies over the long haul.</p><p><blockquote><ul><li>成长型股票可能比稳定和成熟的公司风险更大，但精心选择的股票可能是值得的。</li><li>居家趋势帮助了这些公司，但它们的增长率在大流行之前也很高。</li><li>这两家快速增长的科技企业都已经盈利。</li></ul>在选择投资者可能持有数年甚至数十年的股票时，存在一个有趣的困境。一方面，希望长期持有股票的投资者可以坚持选择已经存在了几十年的稳定且成熟的公司，并且在可预见的未来可能会继续取得成功——例如<b>废物管理</b>和<b>伯克希尔哈撒韦公司</b>然而，这种做法的缺点是，投资者可能会错过从长期来看快速增长的公司可能带来的潜在优异表现。</blockquote></p><p> The issue with buying&nbsp;growth stocks, however, is that it's extremely difficult to gauge how long their rapid top-line growth rates can persist. Further, these companies' stock prices could perform very poorly if the growth prospects already baked into the stock price don't pan out. In other words, there's arguably more risk when it comes to betting on growth stocks for the next decade than there is for stable and established companies with decades of success behind them.</p><p><blockquote>然而，购买成长型股票的问题是，很难衡量它们快速的营收增长率能持续多久。此外，如果股价中已经包含的增长前景没有实现，这些公司的股价可能会表现非常糟糕。换句话说，在未来十年押注成长型股票时，可以说比押注拥有数十年成功的稳定且成熟的公司存在更大的风险。</blockquote></p><p> So if an&nbsp;investor&nbsp;wants to buy growth stocks with a high chance of exceeding expectations over the next 10 years, they better have some pretty good reasons to believe these companies can do exactly that.</p><p><blockquote>因此，如果投资者想购买未来 10 年极有可能超出预期的成长型股票，他们最好有一些很好的理由相信这些公司能够做到这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/257045ef62f724806bce2b35390a5e4f\" tg-width=\"2000\" tg-height=\"1500\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Here are two growth stocks that have a shot at not only living up to high expectations over the next 10 years but possibly even exceeding them:<b>Zoom Video Communications</b>(NASDAQ:ZM)&nbsp;and&nbsp;<b>Peloton Interactive</b>(NASDAQ:PTON).</p><p><blockquote>以下两只成长型股票不仅有机会在未来 10 年内达到高预期，甚至可能超越高预期：<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）和<b>Peloton互动</b>（纳斯达克股票代码：PTON）</blockquote></p><p> <b>Zoom and Peloton were already thriving before the pandemic</b></p><p><blockquote><b>Zoom 和 Peloton 在大流行之前就已经蓬勃发展</b></blockquote></p><p> At first glance, investors may conclude that Zoom is nothing more than a pandemic stock. They may argue that the company's success was predicated almost entirely on the fact that much of the world was in lockdown in 2020 and going into 2021.</p><p><blockquote>乍一看，投资者可能会得出结论，Zoom 只不过是一只流行病股票。他们可能会认为，该公司的成功几乎完全取决于这样一个事实，即世界大部分地区在2020年和2021年都处于封锁状态。</blockquote></p><p> It's true that Zoom benefited significantly from the rise of virtual work in 2020. After all, revenue for the company's fiscal 2021 (a fiscal year ending Jan. 31, 2021) skyrocketed 326% year over year. But investors should note that the trend of using video to collaborate virtually was already extremely strong before the pandemic; fiscal 2020 revenue rose 88% year over year. Growth at the time was particularly strong from large customers. Zoom's customers contributing more than $100,000 of trailing-12-month revenue increased 86% year over year in the fourth quarter of fiscal 2020.</p><p><blockquote>诚然，Zoom 从 2020 年虚拟工作的兴起中受益匪浅。毕竟，该公司 2021 财年（截至 2021 年 1 月 31 日的财年）收入同比飙升 326%。但投资者应该注意到，在疫情之前，使用视频进行虚拟协作的趋势已经非常强劲；2020财年收入同比增长88%。当时大客户的增长尤其强劲。Zoom 过去 12 个月收入超过 10 万美元的客户在 2020 财年第四季度同比增长 86%。</blockquote></p><p> The same goes for Peloton. The company certainly benefited from the pandemic, but revenue during the quarter ending Dec. 31, 2019 was growing at a year-over-year rate of 77%, with connected fitness subscribers increasing 96% year over year.</p><p><blockquote>Peloton也是如此。该公司当然受益于疫情，但截至2019年12月31日的季度收入同比增长77%，互联健身订户同比增长96%。</blockquote></p><p> <b>Continued momentum</b></p><p><blockquote><b>持续势头</b></blockquote></p><p> The underlying catalysts driving Zoom and Peloton are both still alive and well. Strong growth persists at both companies.</p><p><blockquote>驱动 Zoom 和 Peloton 的潜在催化剂仍然活跃且状况良好。两家公司都保持强劲增长。</blockquote></p><p> Despite facing extremely tough comparisons in the year-ago quarter, from when both companies were benefiting from soaring demand amid lockdowns, Zoom's and Peloton's revenue in their most recently reported quarters grew 191% and 141% year over year, respectively.</p><p><blockquote>尽管去年同期面临极其艰难的比较，但由于两家公司都受益于封锁期间需求飙升，Zoom 和 Peloton 最近报告的季度收入分别同比增长 191% 和 141%。</blockquote></p><p> Looking ahead, Zoom notably guided for fiscal 2022 revenue of nearly $4 billion, up from fiscal 2021 revenue of about $2.7 billion.</p><p><blockquote>展望未来，Zoom 预计 2022 财年收入将接近 40 亿美元，高于 2021 财年约 27 亿美元的收入。</blockquote></p><p> Boding well for Peloton's continued momentum, management said in its most recent quarterly update that its monthly average workouts per connected fitness subscription rose to an all-time high, showing how the company's products are still yielding high engagement even as the economy reopens.</p><p><blockquote>管理层在最近的季度更新中表示，每个连接的健身订阅的月平均锻炼次数升至历史新高，这预示着 Peloton 的持续发展势头，这表明即使经济重新开放，该公司的产品仍然产生了高参与度。</blockquote></p><p> <b>Healthy profits</b></p><p><blockquote><b>健康利润</b></blockquote></p><p> Finally, another factor that makes these companies unique from many other growth stocks is that they are already very profitable. Zoom generated $873 million of net income on $3.3 billion of trailing-12-month sales, and Peloton served up $213 million of net income from $3.7 billion in revenue.</p><p><blockquote>最后，使这些公司有别于许多其他成长型股票的另一个因素是，它们已经非常有利可图。Zoom 过去 12 个月的销售额为 33 亿美元，净利润为 8.73 亿美元，Peloton 的净利润为 37 亿美元，净利润为 2.13 亿美元。</blockquote></p><p> Substantial profits give these companies an edge when it comes to reinvesting in growth opportunities ahead of them and spending on efforts to enhance their competitive positioning and first-mover advantages in their respective industries.</p><p><blockquote>可观的利润使这些公司在对未来的增长机会进行再投资以及努力增强其在各自行业的竞争定位和先发优势方面具有优势。</blockquote></p><p> While there's no guarantee these two stocks will beat the market over the next 10 years, their recent momentum -- before, during, and after the worst part of the pandemic -- suggests they likely have a promising future.</p><p><blockquote>虽然不能保证这两只股票会在未来 10 年内跑赢市场，但它们最近的势头——在疫情最严重时期之前、期间和之后——表明它们可能拥有光明的未来。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks for the Next 10 Years<blockquote>未来10年的2只成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks for the Next 10 Years<blockquote>未来10年的2只成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-11 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Growth stocks may be riskier than stable and established companies, but carefully selected ones may be worth it.</li>  <li>Stay-at-home trends have helped these companies, but their growth rates were high before the pandemic, too.</li>  <li>Both of these fast-growing tech businesses are already profitable.</li> </ul> There's an interesting dilemma when it comes to picking stocks investors can likely hold for years or even decades. On the one hand, investors looking to hold shares for the long haul can stick with stable and established companies that have been around for decades and will likely continue succeeding for the foreseeable future -- companies like&nbsp;<b>Waste Management</b>&nbsp;and&nbsp;<b>Berkshire Hathaway</b>. The downside to this approach, however, is that investors may miss out on the potential outperformance that could come from fast-growing companies over the long haul.</p><p><blockquote><ul><li>成长型股票可能比稳定和成熟的公司风险更大，但精心选择的股票可能是值得的。</li><li>居家趋势帮助了这些公司，但它们的增长率在大流行之前也很高。</li><li>这两家快速增长的科技企业都已经盈利。</li></ul>在选择投资者可能持有数年甚至数十年的股票时，存在一个有趣的困境。一方面，希望长期持有股票的投资者可以坚持选择已经存在了几十年的稳定且成熟的公司，并且在可预见的未来可能会继续取得成功——例如<b>废物管理</b>和<b>伯克希尔哈撒韦公司</b>然而，这种做法的缺点是，投资者可能会错过从长期来看快速增长的公司可能带来的潜在优异表现。</blockquote></p><p> The issue with buying&nbsp;growth stocks, however, is that it's extremely difficult to gauge how long their rapid top-line growth rates can persist. Further, these companies' stock prices could perform very poorly if the growth prospects already baked into the stock price don't pan out. In other words, there's arguably more risk when it comes to betting on growth stocks for the next decade than there is for stable and established companies with decades of success behind them.</p><p><blockquote>然而，购买成长型股票的问题是，很难衡量它们快速的营收增长率能持续多久。此外，如果股价中已经包含的增长前景没有实现，这些公司的股价可能会表现非常糟糕。换句话说，在未来十年押注成长型股票时，可以说比押注拥有数十年成功的稳定且成熟的公司存在更大的风险。</blockquote></p><p> So if an&nbsp;investor&nbsp;wants to buy growth stocks with a high chance of exceeding expectations over the next 10 years, they better have some pretty good reasons to believe these companies can do exactly that.</p><p><blockquote>因此，如果投资者想购买未来 10 年极有可能超出预期的成长型股票，他们最好有一些很好的理由相信这些公司能够做到这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/257045ef62f724806bce2b35390a5e4f\" tg-width=\"2000\" tg-height=\"1500\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Here are two growth stocks that have a shot at not only living up to high expectations over the next 10 years but possibly even exceeding them:<b>Zoom Video Communications</b>(NASDAQ:ZM)&nbsp;and&nbsp;<b>Peloton Interactive</b>(NASDAQ:PTON).</p><p><blockquote>以下两只成长型股票不仅有机会在未来 10 年内达到高预期，甚至可能超越高预期：<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）和<b>Peloton互动</b>（纳斯达克股票代码：PTON）</blockquote></p><p> <b>Zoom and Peloton were already thriving before the pandemic</b></p><p><blockquote><b>Zoom 和 Peloton 在大流行之前就已经蓬勃发展</b></blockquote></p><p> At first glance, investors may conclude that Zoom is nothing more than a pandemic stock. They may argue that the company's success was predicated almost entirely on the fact that much of the world was in lockdown in 2020 and going into 2021.</p><p><blockquote>乍一看，投资者可能会得出结论，Zoom 只不过是一只流行病股票。他们可能会认为，该公司的成功几乎完全取决于这样一个事实，即世界大部分地区在2020年和2021年都处于封锁状态。</blockquote></p><p> It's true that Zoom benefited significantly from the rise of virtual work in 2020. After all, revenue for the company's fiscal 2021 (a fiscal year ending Jan. 31, 2021) skyrocketed 326% year over year. But investors should note that the trend of using video to collaborate virtually was already extremely strong before the pandemic; fiscal 2020 revenue rose 88% year over year. Growth at the time was particularly strong from large customers. Zoom's customers contributing more than $100,000 of trailing-12-month revenue increased 86% year over year in the fourth quarter of fiscal 2020.</p><p><blockquote>诚然，Zoom 从 2020 年虚拟工作的兴起中受益匪浅。毕竟，该公司 2021 财年（截至 2021 年 1 月 31 日的财年）收入同比飙升 326%。但投资者应该注意到，在疫情之前，使用视频进行虚拟协作的趋势已经非常强劲；2020财年收入同比增长88%。当时大客户的增长尤其强劲。Zoom 过去 12 个月收入超过 10 万美元的客户在 2020 财年第四季度同比增长 86%。</blockquote></p><p> The same goes for Peloton. The company certainly benefited from the pandemic, but revenue during the quarter ending Dec. 31, 2019 was growing at a year-over-year rate of 77%, with connected fitness subscribers increasing 96% year over year.</p><p><blockquote>Peloton也是如此。该公司当然受益于疫情，但截至2019年12月31日的季度收入同比增长77%，互联健身订户同比增长96%。</blockquote></p><p> <b>Continued momentum</b></p><p><blockquote><b>持续势头</b></blockquote></p><p> The underlying catalysts driving Zoom and Peloton are both still alive and well. Strong growth persists at both companies.</p><p><blockquote>驱动 Zoom 和 Peloton 的潜在催化剂仍然活跃且状况良好。两家公司都保持强劲增长。</blockquote></p><p> Despite facing extremely tough comparisons in the year-ago quarter, from when both companies were benefiting from soaring demand amid lockdowns, Zoom's and Peloton's revenue in their most recently reported quarters grew 191% and 141% year over year, respectively.</p><p><blockquote>尽管去年同期面临极其艰难的比较，但由于两家公司都受益于封锁期间需求飙升，Zoom 和 Peloton 最近报告的季度收入分别同比增长 191% 和 141%。</blockquote></p><p> Looking ahead, Zoom notably guided for fiscal 2022 revenue of nearly $4 billion, up from fiscal 2021 revenue of about $2.7 billion.</p><p><blockquote>展望未来，Zoom 预计 2022 财年收入将接近 40 亿美元，高于 2021 财年约 27 亿美元的收入。</blockquote></p><p> Boding well for Peloton's continued momentum, management said in its most recent quarterly update that its monthly average workouts per connected fitness subscription rose to an all-time high, showing how the company's products are still yielding high engagement even as the economy reopens.</p><p><blockquote>管理层在最近的季度更新中表示，每个连接的健身订阅的月平均锻炼次数升至历史新高，这预示着 Peloton 的持续发展势头，这表明即使经济重新开放，该公司的产品仍然产生了高参与度。</blockquote></p><p> <b>Healthy profits</b></p><p><blockquote><b>健康利润</b></blockquote></p><p> Finally, another factor that makes these companies unique from many other growth stocks is that they are already very profitable. Zoom generated $873 million of net income on $3.3 billion of trailing-12-month sales, and Peloton served up $213 million of net income from $3.7 billion in revenue.</p><p><blockquote>最后，使这些公司有别于许多其他成长型股票的另一个因素是，它们已经非常有利可图。Zoom 过去 12 个月的销售额为 33 亿美元，净利润为 8.73 亿美元，Peloton 的净利润为 37 亿美元，净利润为 2.13 亿美元。</blockquote></p><p> Substantial profits give these companies an edge when it comes to reinvesting in growth opportunities ahead of them and spending on efforts to enhance their competitive positioning and first-mover advantages in their respective industries.</p><p><blockquote>可观的利润使这些公司在对未来的增长机会进行再投资以及努力增强其在各自行业的竞争定位和先发优势方面具有优势。</blockquote></p><p> While there's no guarantee these two stocks will beat the market over the next 10 years, their recent momentum -- before, during, and after the worst part of the pandemic -- suggests they likely have a promising future.</p><p><blockquote>虽然不能保证这两只股票会在未来 10 年内跑赢市场，但它们最近的势头——在疫情最严重时期之前、期间和之后——表明它们可能拥有光明的未来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/10/2-growth-stocks-for-the-next-10-years/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","PTON":"Peloton Interactive, Inc."},"source_url":"https://www.fool.com/investing/2021/07/10/2-growth-stocks-for-the-next-10-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196440758","content_text":"Key Points\n\nGrowth stocks may be riskier than stable and established companies, but carefully selected ones may be worth it.\nStay-at-home trends have helped these companies, but their growth rates were high before the pandemic, too.\nBoth of these fast-growing tech businesses are already profitable.\n\nThere's an interesting dilemma when it comes to picking stocks investors can likely hold for years or even decades. On the one hand, investors looking to hold shares for the long haul can stick with stable and established companies that have been around for decades and will likely continue succeeding for the foreseeable future -- companies like Waste Management and Berkshire Hathaway. The downside to this approach, however, is that investors may miss out on the potential outperformance that could come from fast-growing companies over the long haul.\nThe issue with buying growth stocks, however, is that it's extremely difficult to gauge how long their rapid top-line growth rates can persist. Further, these companies' stock prices could perform very poorly if the growth prospects already baked into the stock price don't pan out. In other words, there's arguably more risk when it comes to betting on growth stocks for the next decade than there is for stable and established companies with decades of success behind them.\nSo if an investor wants to buy growth stocks with a high chance of exceeding expectations over the next 10 years, they better have some pretty good reasons to believe these companies can do exactly that.\nIMAGE SOURCE: GETTY IMAGES.\nHere are two growth stocks that have a shot at not only living up to high expectations over the next 10 years but possibly even exceeding them:Zoom Video Communications(NASDAQ:ZM) and Peloton Interactive(NASDAQ:PTON).\nZoom and Peloton were already thriving before the pandemic\nAt first glance, investors may conclude that Zoom is nothing more than a pandemic stock. They may argue that the company's success was predicated almost entirely on the fact that much of the world was in lockdown in 2020 and going into 2021.\nIt's true that Zoom benefited significantly from the rise of virtual work in 2020. After all, revenue for the company's fiscal 2021 (a fiscal year ending Jan. 31, 2021) skyrocketed 326% year over year. But investors should note that the trend of using video to collaborate virtually was already extremely strong before the pandemic; fiscal 2020 revenue rose 88% year over year. Growth at the time was particularly strong from large customers. Zoom's customers contributing more than $100,000 of trailing-12-month revenue increased 86% year over year in the fourth quarter of fiscal 2020.\nThe same goes for Peloton. The company certainly benefited from the pandemic, but revenue during the quarter ending Dec. 31, 2019 was growing at a year-over-year rate of 77%, with connected fitness subscribers increasing 96% year over year.\nContinued momentum\nThe underlying catalysts driving Zoom and Peloton are both still alive and well. Strong growth persists at both companies.\nDespite facing extremely tough comparisons in the year-ago quarter, from when both companies were benefiting from soaring demand amid lockdowns, Zoom's and Peloton's revenue in their most recently reported quarters grew 191% and 141% year over year, respectively.\nLooking ahead, Zoom notably guided for fiscal 2022 revenue of nearly $4 billion, up from fiscal 2021 revenue of about $2.7 billion.\nBoding well for Peloton's continued momentum, management said in its most recent quarterly update that its monthly average workouts per connected fitness subscription rose to an all-time high, showing how the company's products are still yielding high engagement even as the economy reopens.\nHealthy profits\nFinally, another factor that makes these companies unique from many other growth stocks is that they are already very profitable. Zoom generated $873 million of net income on $3.3 billion of trailing-12-month sales, and Peloton served up $213 million of net income from $3.7 billion in revenue.\nSubstantial profits give these companies an edge when it comes to reinvesting in growth opportunities ahead of them and spending on efforts to enhance their competitive positioning and first-mover advantages in their respective industries.\nWhile there's no guarantee these two stocks will beat the market over the next 10 years, their recent momentum -- before, during, and after the worst part of the pandemic -- suggests they likely have a promising future.","news_type":1,"symbols_score_info":{"ZM":0.9,"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148866569,"gmtCreate":1625967687551,"gmtModify":1631888361117,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148866569","repostId":"1196440758","repostType":4,"repost":{"id":"1196440758","kind":"news","pubTimestamp":1625967335,"share":"https://www.laohunote.com/m/news/1196440758?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:35","market":"us","language":"en","title":"2 Growth Stocks for the Next 10 Years<blockquote>未来10年的2只成长型股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196440758","media":"Motley Fool","summary":"Both of these companies grew revenue by triple-digit rates in their most recent quarters. More importantly, their futures look bright.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Growth stocks may be riskier than stable and established companies, but carefully selected ones may be worth it.</li>  <li>Stay-at-home trends have helped these companies, but their growth rates were high before the pandemic, too.</li>  <li>Both of these fast-growing tech businesses are already profitable.</li> </ul> There's an interesting dilemma when it comes to picking stocks investors can likely hold for years or even decades. On the one hand, investors looking to hold shares for the long haul can stick with stable and established companies that have been around for decades and will likely continue succeeding for the foreseeable future -- companies like&nbsp;<b>Waste Management</b>&nbsp;and&nbsp;<b>Berkshire Hathaway</b>. The downside to this approach, however, is that investors may miss out on the potential outperformance that could come from fast-growing companies over the long haul.</p><p><blockquote><ul><li>成长型股票可能比稳定和成熟的公司风险更大，但精心选择的股票可能是值得的。</li><li>居家趋势帮助了这些公司，但它们的增长率在大流行之前也很高。</li><li>这两家快速增长的科技企业都已经盈利。</li></ul>在选择投资者可能持有数年甚至数十年的股票时，存在一个有趣的困境。一方面，希望长期持有股票的投资者可以坚持选择已经存在了几十年的稳定且成熟的公司，并且在可预见的未来可能会继续取得成功——例如<b>废物管理</b>和<b>伯克希尔哈撒韦公司</b>然而，这种做法的缺点是，投资者可能会错过从长期来看快速增长的公司可能带来的潜在优异表现。</blockquote></p><p> The issue with buying&nbsp;growth stocks, however, is that it's extremely difficult to gauge how long their rapid top-line growth rates can persist. Further, these companies' stock prices could perform very poorly if the growth prospects already baked into the stock price don't pan out. In other words, there's arguably more risk when it comes to betting on growth stocks for the next decade than there is for stable and established companies with decades of success behind them.</p><p><blockquote>然而，购买成长型股票的问题是，很难衡量它们快速的营收增长率能持续多久。此外，如果股价中已经包含的增长前景没有实现，这些公司的股价可能会表现非常糟糕。换句话说，在未来十年押注成长型股票时，可以说比押注拥有数十年成功的稳定且成熟的公司存在更大的风险。</blockquote></p><p> So if an&nbsp;investor&nbsp;wants to buy growth stocks with a high chance of exceeding expectations over the next 10 years, they better have some pretty good reasons to believe these companies can do exactly that.</p><p><blockquote>因此，如果投资者想购买未来 10 年极有可能超出预期的成长型股票，他们最好有一些很好的理由相信这些公司能够做到这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/257045ef62f724806bce2b35390a5e4f\" tg-width=\"2000\" tg-height=\"1500\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Here are two growth stocks that have a shot at not only living up to high expectations over the next 10 years but possibly even exceeding them:<b>Zoom Video Communications</b>(NASDAQ:ZM)&nbsp;and&nbsp;<b>Peloton Interactive</b>(NASDAQ:PTON).</p><p><blockquote>以下两只成长型股票不仅有机会在未来 10 年内达到高预期，甚至可能超越高预期：<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）和<b>Peloton互动</b>（纳斯达克股票代码：PTON）</blockquote></p><p> <b>Zoom and Peloton were already thriving before the pandemic</b></p><p><blockquote><b>Zoom 和 Peloton 在大流行之前就已经蓬勃发展</b></blockquote></p><p> At first glance, investors may conclude that Zoom is nothing more than a pandemic stock. They may argue that the company's success was predicated almost entirely on the fact that much of the world was in lockdown in 2020 and going into 2021.</p><p><blockquote>乍一看，投资者可能会得出结论，Zoom 只不过是一只流行病股票。他们可能会认为，该公司的成功几乎完全取决于这样一个事实，即世界大部分地区在2020年和2021年都处于封锁状态。</blockquote></p><p> It's true that Zoom benefited significantly from the rise of virtual work in 2020. After all, revenue for the company's fiscal 2021 (a fiscal year ending Jan. 31, 2021) skyrocketed 326% year over year. But investors should note that the trend of using video to collaborate virtually was already extremely strong before the pandemic; fiscal 2020 revenue rose 88% year over year. Growth at the time was particularly strong from large customers. Zoom's customers contributing more than $100,000 of trailing-12-month revenue increased 86% year over year in the fourth quarter of fiscal 2020.</p><p><blockquote>诚然，Zoom 从 2020 年虚拟工作的兴起中受益匪浅。毕竟，该公司 2021 财年（截至 2021 年 1 月 31 日的财年）收入同比飙升 326%。但投资者应该注意到，在疫情之前，使用视频进行虚拟协作的趋势已经非常强劲；2020财年收入同比增长88%。当时大客户的增长尤其强劲。Zoom 过去 12 个月收入超过 10 万美元的客户在 2020 财年第四季度同比增长 86%。</blockquote></p><p> The same goes for Peloton. The company certainly benefited from the pandemic, but revenue during the quarter ending Dec. 31, 2019 was growing at a year-over-year rate of 77%, with connected fitness subscribers increasing 96% year over year.</p><p><blockquote>Peloton也是如此。该公司当然受益于疫情，但截至2019年12月31日的季度收入同比增长77%，互联健身订户同比增长96%。</blockquote></p><p> <b>Continued momentum</b></p><p><blockquote><b>持续势头</b></blockquote></p><p> The underlying catalysts driving Zoom and Peloton are both still alive and well. Strong growth persists at both companies.</p><p><blockquote>驱动 Zoom 和 Peloton 的潜在催化剂仍然活跃且状况良好。两家公司都保持强劲增长。</blockquote></p><p> Despite facing extremely tough comparisons in the year-ago quarter, from when both companies were benefiting from soaring demand amid lockdowns, Zoom's and Peloton's revenue in their most recently reported quarters grew 191% and 141% year over year, respectively.</p><p><blockquote>尽管去年同期面临极其艰难的比较，但由于两家公司都受益于封锁期间需求飙升，Zoom 和 Peloton 最近报告的季度收入分别同比增长 191% 和 141%。</blockquote></p><p> Looking ahead, Zoom notably guided for fiscal 2022 revenue of nearly $4 billion, up from fiscal 2021 revenue of about $2.7 billion.</p><p><blockquote>展望未来，Zoom 预计 2022 财年收入将接近 40 亿美元，高于 2021 财年约 27 亿美元的收入。</blockquote></p><p> Boding well for Peloton's continued momentum, management said in its most recent quarterly update that its monthly average workouts per connected fitness subscription rose to an all-time high, showing how the company's products are still yielding high engagement even as the economy reopens.</p><p><blockquote>管理层在最近的季度更新中表示，每个连接的健身订阅的月平均锻炼次数升至历史新高，这预示着 Peloton 的持续发展势头，这表明即使经济重新开放，该公司的产品仍然产生了高参与度。</blockquote></p><p> <b>Healthy profits</b></p><p><blockquote><b>健康利润</b></blockquote></p><p> Finally, another factor that makes these companies unique from many other growth stocks is that they are already very profitable. Zoom generated $873 million of net income on $3.3 billion of trailing-12-month sales, and Peloton served up $213 million of net income from $3.7 billion in revenue.</p><p><blockquote>最后，使这些公司有别于许多其他成长型股票的另一个因素是，它们已经非常有利可图。Zoom 过去 12 个月的销售额为 33 亿美元，净利润为 8.73 亿美元，Peloton 的净利润为 37 亿美元，净利润为 2.13 亿美元。</blockquote></p><p> Substantial profits give these companies an edge when it comes to reinvesting in growth opportunities ahead of them and spending on efforts to enhance their competitive positioning and first-mover advantages in their respective industries.</p><p><blockquote>可观的利润使这些公司在对未来的增长机会进行再投资以及努力增强其在各自行业的竞争定位和先发优势方面具有优势。</blockquote></p><p> While there's no guarantee these two stocks will beat the market over the next 10 years, their recent momentum -- before, during, and after the worst part of the pandemic -- suggests they likely have a promising future.</p><p><blockquote>虽然不能保证这两只股票会在未来 10 年内跑赢市场，但它们最近的势头——在疫情最严重时期之前、期间和之后——表明它们可能拥有光明的未来。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks for the Next 10 Years<blockquote>未来10年的2只成长型股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks for the Next 10 Years<blockquote>未来10年的2只成长型股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-11 09:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Growth stocks may be riskier than stable and established companies, but carefully selected ones may be worth it.</li>  <li>Stay-at-home trends have helped these companies, but their growth rates were high before the pandemic, too.</li>  <li>Both of these fast-growing tech businesses are already profitable.</li> </ul> There's an interesting dilemma when it comes to picking stocks investors can likely hold for years or even decades. On the one hand, investors looking to hold shares for the long haul can stick with stable and established companies that have been around for decades and will likely continue succeeding for the foreseeable future -- companies like&nbsp;<b>Waste Management</b>&nbsp;and&nbsp;<b>Berkshire Hathaway</b>. The downside to this approach, however, is that investors may miss out on the potential outperformance that could come from fast-growing companies over the long haul.</p><p><blockquote><ul><li>成长型股票可能比稳定和成熟的公司风险更大，但精心选择的股票可能是值得的。</li><li>居家趋势帮助了这些公司，但它们的增长率在大流行之前也很高。</li><li>这两家快速增长的科技企业都已经盈利。</li></ul>在选择投资者可能持有数年甚至数十年的股票时，存在一个有趣的困境。一方面，希望长期持有股票的投资者可以坚持选择已经存在了几十年的稳定且成熟的公司，并且在可预见的未来可能会继续取得成功——例如<b>废物管理</b>和<b>伯克希尔哈撒韦公司</b>然而，这种做法的缺点是，投资者可能会错过从长期来看快速增长的公司可能带来的潜在优异表现。</blockquote></p><p> The issue with buying&nbsp;growth stocks, however, is that it's extremely difficult to gauge how long their rapid top-line growth rates can persist. Further, these companies' stock prices could perform very poorly if the growth prospects already baked into the stock price don't pan out. In other words, there's arguably more risk when it comes to betting on growth stocks for the next decade than there is for stable and established companies with decades of success behind them.</p><p><blockquote>然而，购买成长型股票的问题是，很难衡量它们快速的营收增长率能持续多久。此外，如果股价中已经包含的增长前景没有实现，这些公司的股价可能会表现非常糟糕。换句话说，在未来十年押注成长型股票时，可以说比押注拥有数十年成功的稳定且成熟的公司存在更大的风险。</blockquote></p><p> So if an&nbsp;investor&nbsp;wants to buy growth stocks with a high chance of exceeding expectations over the next 10 years, they better have some pretty good reasons to believe these companies can do exactly that.</p><p><blockquote>因此，如果投资者想购买未来 10 年极有可能超出预期的成长型股票，他们最好有一些很好的理由相信这些公司能够做到这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/257045ef62f724806bce2b35390a5e4f\" tg-width=\"2000\" tg-height=\"1500\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> Here are two growth stocks that have a shot at not only living up to high expectations over the next 10 years but possibly even exceeding them:<b>Zoom Video Communications</b>(NASDAQ:ZM)&nbsp;and&nbsp;<b>Peloton Interactive</b>(NASDAQ:PTON).</p><p><blockquote>以下两只成长型股票不仅有机会在未来 10 年内达到高预期，甚至可能超越高预期：<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）和<b>Peloton互动</b>（纳斯达克股票代码：PTON）</blockquote></p><p> <b>Zoom and Peloton were already thriving before the pandemic</b></p><p><blockquote><b>Zoom 和 Peloton 在大流行之前就已经蓬勃发展</b></blockquote></p><p> At first glance, investors may conclude that Zoom is nothing more than a pandemic stock. They may argue that the company's success was predicated almost entirely on the fact that much of the world was in lockdown in 2020 and going into 2021.</p><p><blockquote>乍一看，投资者可能会得出结论，Zoom 只不过是一只流行病股票。他们可能会认为，该公司的成功几乎完全取决于这样一个事实，即世界大部分地区在2020年和2021年都处于封锁状态。</blockquote></p><p> It's true that Zoom benefited significantly from the rise of virtual work in 2020. After all, revenue for the company's fiscal 2021 (a fiscal year ending Jan. 31, 2021) skyrocketed 326% year over year. But investors should note that the trend of using video to collaborate virtually was already extremely strong before the pandemic; fiscal 2020 revenue rose 88% year over year. Growth at the time was particularly strong from large customers. Zoom's customers contributing more than $100,000 of trailing-12-month revenue increased 86% year over year in the fourth quarter of fiscal 2020.</p><p><blockquote>诚然，Zoom 从 2020 年虚拟工作的兴起中受益匪浅。毕竟，该公司 2021 财年（截至 2021 年 1 月 31 日的财年）收入同比飙升 326%。但投资者应该注意到，在疫情之前，使用视频进行虚拟协作的趋势已经非常强劲；2020财年收入同比增长88%。当时大客户的增长尤其强劲。Zoom 过去 12 个月收入超过 10 万美元的客户在 2020 财年第四季度同比增长 86%。</blockquote></p><p> The same goes for Peloton. The company certainly benefited from the pandemic, but revenue during the quarter ending Dec. 31, 2019 was growing at a year-over-year rate of 77%, with connected fitness subscribers increasing 96% year over year.</p><p><blockquote>Peloton也是如此。该公司当然受益于疫情，但截至2019年12月31日的季度收入同比增长77%，互联健身订户同比增长96%。</blockquote></p><p> <b>Continued momentum</b></p><p><blockquote><b>持续势头</b></blockquote></p><p> The underlying catalysts driving Zoom and Peloton are both still alive and well. Strong growth persists at both companies.</p><p><blockquote>驱动 Zoom 和 Peloton 的潜在催化剂仍然活跃且状况良好。两家公司都保持强劲增长。</blockquote></p><p> Despite facing extremely tough comparisons in the year-ago quarter, from when both companies were benefiting from soaring demand amid lockdowns, Zoom's and Peloton's revenue in their most recently reported quarters grew 191% and 141% year over year, respectively.</p><p><blockquote>尽管去年同期面临极其艰难的比较，但由于两家公司都受益于封锁期间需求飙升，Zoom 和 Peloton 最近报告的季度收入分别同比增长 191% 和 141%。</blockquote></p><p> Looking ahead, Zoom notably guided for fiscal 2022 revenue of nearly $4 billion, up from fiscal 2021 revenue of about $2.7 billion.</p><p><blockquote>展望未来，Zoom 预计 2022 财年收入将接近 40 亿美元，高于 2021 财年约 27 亿美元的收入。</blockquote></p><p> Boding well for Peloton's continued momentum, management said in its most recent quarterly update that its monthly average workouts per connected fitness subscription rose to an all-time high, showing how the company's products are still yielding high engagement even as the economy reopens.</p><p><blockquote>管理层在最近的季度更新中表示，每个连接的健身订阅的月平均锻炼次数升至历史新高，这预示着 Peloton 的持续发展势头，这表明即使经济重新开放，该公司的产品仍然产生了高参与度。</blockquote></p><p> <b>Healthy profits</b></p><p><blockquote><b>健康利润</b></blockquote></p><p> Finally, another factor that makes these companies unique from many other growth stocks is that they are already very profitable. Zoom generated $873 million of net income on $3.3 billion of trailing-12-month sales, and Peloton served up $213 million of net income from $3.7 billion in revenue.</p><p><blockquote>最后，使这些公司有别于许多其他成长型股票的另一个因素是，它们已经非常有利可图。Zoom 过去 12 个月的销售额为 33 亿美元，净利润为 8.73 亿美元，Peloton 的净利润为 37 亿美元，净利润为 2.13 亿美元。</blockquote></p><p> Substantial profits give these companies an edge when it comes to reinvesting in growth opportunities ahead of them and spending on efforts to enhance their competitive positioning and first-mover advantages in their respective industries.</p><p><blockquote>可观的利润使这些公司在对未来的增长机会进行再投资以及努力增强其在各自行业的竞争定位和先发优势方面具有优势。</blockquote></p><p> While there's no guarantee these two stocks will beat the market over the next 10 years, their recent momentum -- before, during, and after the worst part of the pandemic -- suggests they likely have a promising future.</p><p><blockquote>虽然不能保证这两只股票会在未来 10 年内跑赢市场，但它们最近的势头——在疫情最严重时期之前、期间和之后——表明它们可能拥有光明的未来。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/10/2-growth-stocks-for-the-next-10-years/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","PTON":"Peloton Interactive, Inc."},"source_url":"https://www.fool.com/investing/2021/07/10/2-growth-stocks-for-the-next-10-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196440758","content_text":"Key Points\n\nGrowth stocks may be riskier than stable and established companies, but carefully selected ones may be worth it.\nStay-at-home trends have helped these companies, but their growth rates were high before the pandemic, too.\nBoth of these fast-growing tech businesses are already profitable.\n\nThere's an interesting dilemma when it comes to picking stocks investors can likely hold for years or even decades. On the one hand, investors looking to hold shares for the long haul can stick with stable and established companies that have been around for decades and will likely continue succeeding for the foreseeable future -- companies like Waste Management and Berkshire Hathaway. The downside to this approach, however, is that investors may miss out on the potential outperformance that could come from fast-growing companies over the long haul.\nThe issue with buying growth stocks, however, is that it's extremely difficult to gauge how long their rapid top-line growth rates can persist. Further, these companies' stock prices could perform very poorly if the growth prospects already baked into the stock price don't pan out. In other words, there's arguably more risk when it comes to betting on growth stocks for the next decade than there is for stable and established companies with decades of success behind them.\nSo if an investor wants to buy growth stocks with a high chance of exceeding expectations over the next 10 years, they better have some pretty good reasons to believe these companies can do exactly that.\nIMAGE SOURCE: GETTY IMAGES.\nHere are two growth stocks that have a shot at not only living up to high expectations over the next 10 years but possibly even exceeding them:Zoom Video Communications(NASDAQ:ZM) and Peloton Interactive(NASDAQ:PTON).\nZoom and Peloton were already thriving before the pandemic\nAt first glance, investors may conclude that Zoom is nothing more than a pandemic stock. They may argue that the company's success was predicated almost entirely on the fact that much of the world was in lockdown in 2020 and going into 2021.\nIt's true that Zoom benefited significantly from the rise of virtual work in 2020. After all, revenue for the company's fiscal 2021 (a fiscal year ending Jan. 31, 2021) skyrocketed 326% year over year. But investors should note that the trend of using video to collaborate virtually was already extremely strong before the pandemic; fiscal 2020 revenue rose 88% year over year. Growth at the time was particularly strong from large customers. Zoom's customers contributing more than $100,000 of trailing-12-month revenue increased 86% year over year in the fourth quarter of fiscal 2020.\nThe same goes for Peloton. The company certainly benefited from the pandemic, but revenue during the quarter ending Dec. 31, 2019 was growing at a year-over-year rate of 77%, with connected fitness subscribers increasing 96% year over year.\nContinued momentum\nThe underlying catalysts driving Zoom and Peloton are both still alive and well. Strong growth persists at both companies.\nDespite facing extremely tough comparisons in the year-ago quarter, from when both companies were benefiting from soaring demand amid lockdowns, Zoom's and Peloton's revenue in their most recently reported quarters grew 191% and 141% year over year, respectively.\nLooking ahead, Zoom notably guided for fiscal 2022 revenue of nearly $4 billion, up from fiscal 2021 revenue of about $2.7 billion.\nBoding well for Peloton's continued momentum, management said in its most recent quarterly update that its monthly average workouts per connected fitness subscription rose to an all-time high, showing how the company's products are still yielding high engagement even as the economy reopens.\nHealthy profits\nFinally, another factor that makes these companies unique from many other growth stocks is that they are already very profitable. Zoom generated $873 million of net income on $3.3 billion of trailing-12-month sales, and Peloton served up $213 million of net income from $3.7 billion in revenue.\nSubstantial profits give these companies an edge when it comes to reinvesting in growth opportunities ahead of them and spending on efforts to enhance their competitive positioning and first-mover advantages in their respective industries.\nWhile there's no guarantee these two stocks will beat the market over the next 10 years, their recent momentum -- before, during, and after the worst part of the pandemic -- suggests they likely have a promising future.","news_type":1,"symbols_score_info":{"ZM":0.9,"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151121728,"gmtCreate":1625068349264,"gmtModify":1633945179992,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Wonderful","listText":"Wonderful","text":"Wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/151121728","repostId":"2147146918","repostType":4,"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127117270,"gmtCreate":1624839592490,"gmtModify":1633948228304,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good for cloud business","listText":"Good for cloud business","text":"Good for cloud business","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/127117270","repostId":"1104974895","repostType":4,"repost":{"id":"1104974895","kind":"news","pubTimestamp":1624764940,"share":"https://www.laohunote.com/m/news/1104974895?lang=zh_CN&edition=full","pubTime":"2021-06-27 11:35","market":"us","language":"en","title":"Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到了 2 万亿美元。还没完成。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104974895","media":"Barrons","summary":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,wh","content":"<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p><p><blockquote>微软现在是继去年 8 月突破这一水平的苹果之后第二家拥有 2 万亿美元市值的公司。微软可能还会走高。</blockquote></p><p> Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p><p><blockquote>Wedbush 分析师丹尼尔·艾夫斯 (Daniel Ives) 上周重申了他对这家软件巨头的跑赢大盘评级，将该股目标价从 310 美元上调至 325 美元。这意味着潜在收益将超过 20%，公司市值将达到 2.4 万亿美元。他对这只股票的热情是由微软的云业务 Azure 推动的。</blockquote></p><p> On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p><p><blockquote>周三，微软股价小幅上涨 0.1%，至 265.79 美元，创下新高，市值达到 2.004 万亿美元。（苹果的市值约为 2.2 万亿美元。）艾夫斯指出，6 月份的渠道检查发现对 Azure 的需求有所改善。“他写道：”Azure 云的增长故事正在进入下一个增长阶段。“随着企业范围内的数字化转型转型加速，首席信息官们都专注于让各自的企业为云驱动的架构做好准备，我们看到交易规模将继续显著增加。”</blockquote></p><p> Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p><p><blockquote>艾夫斯写道，华尔街担心大流行病后的云增长会放缓，这与微软的交易活动背道而驰，并指出 6 月份的季度业绩似乎 “强劲”。他认为微软将其安装的应用程序基础转化为云的进度仍然只有大约35%。</blockquote></p><p> Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p><p><blockquote>艾夫斯认为，持续的全球 “数字化转型 ”是一个价值 1 万亿美元的机遇，并表示微软将从中受益不成比例。“他写道：”微软仍然是我们最喜欢的大盘云公司，我们相信该股将在未来几个季度开始走高。“微软的增长故事并没有放缓”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p><p><blockquote></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>Microsoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到了 2 万亿美元。还没完成。</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\">\nMicrosoft Rides Its Cloud Business to a $2 Trillion Market Cap. It’s Not Done Yet.<blockquote>微软的云业务市值达到了 2 万亿美元。还没完成。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-27 11:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Microsoft&nbsp;is now the second company to boast a $2 trillion market capitalization, following&nbsp;Apple,which breached that level last August. And Microsoft may go higher yet.</p><p><blockquote>微软现在是继去年 8 月突破这一水平的苹果之后第二家拥有 2 万亿美元市值的公司。微软可能还会走高。</blockquote></p><p> Wedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.</p><p><blockquote>Wedbush 分析师丹尼尔·艾夫斯 (Daniel Ives) 上周重申了他对这家软件巨头的跑赢大盘评级，将该股目标价从 310 美元上调至 325 美元。这意味着潜在收益将超过 20%，公司市值将达到 2.4 万亿美元。他对这只股票的热情是由微软的云业务 Azure 推动的。</blockquote></p><p> On Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”</p><p><blockquote>周三，微软股价小幅上涨 0.1%，至 265.79 美元，创下新高，市值达到 2.004 万亿美元。（苹果的市值约为 2.2 万亿美元。）艾夫斯指出，6 月份的渠道检查发现对 Azure 的需求有所改善。“他写道：”Azure 云的增长故事正在进入下一个增长阶段。“随着企业范围内的数字化转型转型加速，首席信息官们都专注于让各自的企业为云驱动的架构做好准备，我们看到交易规模将继续显著增加。”</blockquote></p><p> Wall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.</p><p><blockquote>艾夫斯写道，华尔街担心大流行病后的云增长会放缓，这与微软的交易活动背道而驰，并指出 6 月份的季度业绩似乎 “强劲”。他认为微软将其安装的应用程序基础转化为云的进度仍然只有大约35%。</blockquote></p><p> Ives sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”</p><p><blockquote>艾夫斯认为，持续的全球 “数字化转型 ”是一个价值 1 万亿美元的机遇，并表示微软将从中受益不成比例。“他写道：”微软仍然是我们最喜欢的大盘云公司，我们相信该股将在未来几个季度开始走高。“微软的增长故事并没有放缓”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/19e4bb0961389beaa2711931e02dc060\" tg-width=\"970\" tg-height=\"672\"><img src=\"https://static.tigerbbs.com/1a62e0638b1f4f9c28301e4d93721571\" tg-width=\"981\" tg-height=\"684\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA\">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":{"MSFT":"微软"},"source_url":"https://www.barrons.com/articles/microsoft-market-cap-51624670572?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104974895","content_text":"Microsoft is now the second company to boast a $2 trillion market capitalization, following Apple,which breached that level last August. And Microsoft may go higher yet.\nWedbush analyst Daniel Ives this past week reiterated his Outperform rating on the software giant, lifting his price target on the shares to $325 from $310. That represents a potential gain of more than 20%, which would take the company’s market value to $2.4 trillion. His enthusiasm for the stock is driven by Microsoft’s cloud business, Azure.\nOn Wednesday, Microsoft shares inched up 0.1% to $265.79, a new high, boosting its market cap to $2.004 trillion. (Apple is at roughly $2.2 trillion.) Ives notes that June channel checks find improving demand for Azure. “The Azure cloud growth story is hitting its next gear of growth,” he writes. “We are seeing deal sizes continue to increase markedly as enterprisewide digital transformation shifts are accelerating with CIOs all focused on readying their respective enterprises for a cloud-driven architecture.”\nWall Street concerns that cloud growth will moderate coming out of the pandemic run counter to the deal activity Microsoft is seeing, Ives writes, noting that June-quarter results appear to be “robust.” He thinks Microsoft is still only about 35% into the conversion of its installed application base into the cloud.\nIves sees continuing global “digital transformation” as a $1 trillion opportunity, and says Microsoft will disproportionately benefit. “Microsoft remains our favorite large-cap cloud play and we believe the stock will start to move higher over the coming quarters...,” he writes. “The growth story at Microsoft is not slowing down.”","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127046259,"gmtCreate":1624807562171,"gmtModify":1633948459370,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Go for Nio. Vested","listText":"Go for Nio. Vested","text":"Go for Nio. Vested","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/127046259","repostId":"1137119316","repostType":4,"repost":{"id":"1137119316","kind":"news","pubTimestamp":1624754401,"share":"https://www.laohunote.com/m/news/1137119316?lang=zh_CN&edition=full","pubTime":"2021-06-27 08:40","market":"us","language":"en","title":"Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137119316","media":"seekingalpha","summary":"I am comparing Ford against NIO in different categories.The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.NIO is growing a lot faster than Ford and the high valuation may be justified.With Ford  launching a major offensive in the market for electric vehicles, Chinese EV maker NIO  will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机，它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020 年，中国购买了全球 41% 的电动汽车。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架，这里的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：野马 Mach-E SUV。2022 年，福特将开始销售全电动 F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于前期折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩，为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息，自 2014 年以来，电动汽车的电池成本已下降 70%，并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作，从长远来看，它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车，其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓，将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，堪称天才。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</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>Ford Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</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\">\nFord Or NIO? The Final Verdict<blockquote>福特还是蔚来？最终判决</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-27 08:40</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>I am comparing Ford against NIO in different categories.</li>  <li>The comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.</li>  <li>NIO is growing a lot faster than Ford and the high valuation may be justified.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5033fa117d7852799244b8275bc1000f\" tg-width=\"1536\" tg-height=\"886\"><span>peterschreiber.media/iStock via Getty Images</span></p><p><blockquote><ul><li>我在不同的类别中比较福特和蔚来。</li><li>此次比较旨在增进对福特和蔚来增长潜力的了解，同时突出市场地位和机遇的差异。</li><li>蔚来的增长速度比福特快得多，高估值可能是合理的。</li></ul><p class=\"t-img-caption\"><span>peterschreiber.media/iStock 来自盖蒂图片社</span></p></blockquote></p><p> With Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.</p><p><blockquote>随着福特公司（F）在电动汽车市场发起重大攻势，中国电动汽车制造商蔚来（蔚来）未来将面临另一个竞争对手争夺销量。根据市场机会、规模、收入模式、增长前景和估值，哪家汽车制造商提供了最好的交易？我将在每个类别中比较福特和蔚来，并在最后给出最终结论。</blockquote></p><p> <b>Ford vs. NIO: The battle for the global electric vehicle market is heating up</b></p><p><blockquote><b>福特与蔚来：全球电动汽车市场之争正在升温</b></blockquote></p><p> Although there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing&nbsp;$30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.</p><p><blockquote>尽管福特和蔚来之间存在天壤之别，但两家公司都将在快速增长的全球电动汽车市场展开较量。福特的车队还没有以电动汽车为重点，但这种情况将会改变： 福特感觉到电动汽车竞赛正在升温，因此表示将加快其电气化计划，在 2025 年前投资 300 亿美元用于电动汽车制造能力。福特之前的资本计划要求投资 220 亿美元用于零排放汽车。福特还设定了一个雄心勃勃的销售目标：未来十年，其全球销量的 40% 将是电动汽车，皮卡车销量的 33% 将是电动汽车。目前，电动汽车销量仅占福特销量的 1%。随着福特逐步淘汰内燃机，它将在 2040 年发展成为一家全电动汽车制造商。</blockquote></p><p> <b>Market opportunity</b></p><p><blockquote><b>市场机会</b></blockquote></p><p> In 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.</p><p><blockquote>2020年，全球电动汽车销量为320万辆，市场份额仅为4.2%。然而，2020 年，中国购买了全球 41% 的电动汽车。去年，中国买家购买了 130 万辆电动汽车，随着北京寻求促进电动汽车的普及，销量将快速增长。电动汽车的第二大市场是欧洲，占全球电动汽车销量的42%。美国只是全球第三大插电式电动汽车市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b48c23b32134542f51227d9b1b612887\" tg-width=\"1083\" tg-height=\"863\"><span>(Source: Wikipedia)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：维基百科）</span></p></blockquote></p><p> China, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is&nbsp;on the cusp of entering the European market&nbsp;in a bid to grow market share in the world’s second-largest EV market before the competition is ready.</p><p><blockquote>到目前为止，中国是世界上增长最快的电动汽车市场，尽管欧洲正在迅速迎头赶上，部分原因是立法努力增加零排放乘用车的采用，以及对欧洲范围内充电站网络的大量投资。蔚来正处于进军欧洲市场的风口浪尖，希望在竞争准备就绪之前扩大其在世界第二大电动汽车市场的市场份额。</blockquote></p><p> Beijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a&nbsp;twenty percent share&nbsp;of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.</p><p><blockquote>中国政府是蔚来汽车工业电气化的推动者： 中国政府希望到 2025 年，电动汽车在新车销售中所占份额达到 20%，这将推动电动汽车在中国本土市场的普及。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9871e44eaf69adb27151425887870ace\" tg-width=\"739\" tg-height=\"454\"><span>(Source:Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> Turning to growth projections.</p><p><blockquote>转向增长预测。</blockquote></p><p> With more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.</p><p><blockquote>随着中国和欧洲等地政府对电动汽车制造商采取更有利的政策，这些市场将迎来世界上最快的销售增长和最高的电动汽车采用率。由于人口规模，中国不仅是最大的市场，而且预计到2030年，电动汽车销量将超过全球所有其他市场。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61d19dff2f34e2d8828aca854e85d84a\" tg-width=\"825\" tg-height=\"565\"><span>(Source:McKinsey)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：麦肯锡）</span></p></blockquote></p><p> Since China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.</p><p><blockquote>由于中国拥有更大的总市场规模、更高的电动汽车采用率、更强劲的预期销售增长和更有利的监管框架，这里的赢家将是：蔚来。</blockquote></p><p> <b>Scale and manufacturing competence</b></p><p><blockquote><b>规模和制造能力</b></blockquote></p><p> Ford has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.</p><p><blockquote>福特拥有百年的制造经验。但到目前为止，福特的产品阵容中只有一款与蔚来相比的全电动汽车：野马 Mach-E SUV。2022 年，福特将开始销售全电动 F-150 Lightening，该车建立在福特最畅销皮卡车的成功基础上。蔚来已经拥有更强大的产品目录，包括5座ES6 SUV、5座轿跑车SUV EC6以及6座和7座全尺寸SUV ES8。</blockquote></p><p></p><p> Since NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.</p><p><blockquote>由于蔚来只专注于生产电动汽车，并且占据了一个非常小且明确的利基市场，这家中国公司在电动汽车制造专业知识方面具有优势。问题是这种优势能持续多久。福特在制造汽车方面拥有丰富的经验，可以利用全球制造基地以比任何利基电动汽车制造商希望实现的速度更快地提高电动汽车产量。这使得福特不仅在美国是特斯拉（TSLA）的有力竞争对手，而且在国外也是蔚来的有力竞争对手。福特正在加速其电气化计划，它有资源和雄心在未来十年内成为电动汽车的领导者。福特提议斥资 300 亿美元用于车队电气化，这将加速其转型，并使福特成为其他电动汽车制造商的长期威胁。</blockquote></p><p> Winner here: Ford.</p><p><blockquote>这里的赢家：福特。</blockquote></p><p> <b>Differentiation and BaaS revenue model</b></p><p><blockquote><b>差异化与BaaS收入模式</b></blockquote></p><p> Both Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.</p><p><blockquote>福特和蔚来都知道差异化在这个市场中的重要性，随着时间的推移，这个市场只会变得更加竞争，这就是为什么两家公司都在一个相关领域大力投资，这个领域可以打破或巩固电动汽车市场的主导地位：电池技术。</blockquote></p><p> Ford is&nbsp;forming a joint venture&nbsp;with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has&nbsp;formed its own joint venture&nbsp;to secure battery supply.</p><p><blockquote>福特正在与韩国电池技术公司 SK Innovation 成立一家合资企业，以确保牵引电池芯和阵列模块的供应。该合资企业旨在加快电池交付速度，年产量约为 60 GWh，足以满足福特到 2030 年预计年能源需求的 25%。蔚来也在投资电池技术，并组建了自己的合资企业来确保电池供应。</blockquote></p><p> The difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.</p><p><blockquote>与福特不同的是，蔚来的电池投资战略围绕着电池订阅模式，也称为 “电池即服务 ”，这为这家中国汽车制造商创造了一个强大的长期收入机会。在这种 “BaaS” 模式下，用户购买蔚来电动汽车可获得 7 万元人民币的初始折扣，折合 1.08 万美元，并可签约包月租赁 70 千瓦时的可充电电池。然后可以在蔚来的换电站更换电池，这些换电站在中国大多数大城市都有。电池订阅费用为每月980元人民币，相当于150美元。</blockquote></p><p> The BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.</p><p><blockquote>BaaS模式对汽车制造商和用户都有几个好处：由于前期折扣，从蔚来购买电动汽车变得更加实惠，订阅模式确保用户受益于电池技术的进步和随着时间的推移更好的性能。将电池成本与汽车价格脱钩，为蔚来创造了一个全新的订阅收入流。“BaaS ”订阅的收入可用于增加蔚来充电/换电站网络的密度。电池订阅模式还将客户绑定到蔚来，从而潜在地增加客户的终身价值。</blockquote></p><p> Ford and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.</p><p><blockquote>随着福特和蔚来增加资本配置，它们有望从电动汽车电池成本下降中受益。随着越来越多的投资流入开发更高效的电池，性能将会提高，成本将会下降，这应该会推动电动汽车的采用并使所有电动汽车制造商受益。这是因为较低的电池价格使电动汽车比内燃机乘用车更具竞争力。但由于蔚来明确围绕电池订阅构建部分商业模式，蔚来可能会比福特受益更多。</blockquote></p><p> Battery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.</p><p><blockquote>根据投资公司施罗德提供的信息，自 2014 年以来，电动汽车的电池成本已下降 70%，并且本十年还将进一步下降。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42acb75905affe7570a2f399ea3192f\" tg-width=\"758\" tg-height=\"449\"><span>(Source: Schroders)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：施罗德）</span></p></blockquote></p><p> The “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.</p><p><blockquote>“BaaS ”模式是天才之作，从长远来看，它可能会发展成为蔚来每年 5 亿美元的收入机会。尽管福特正在加大对电池技术的投资，但这一类别的赢家是：蔚来。</blockquote></p><p> <b>Sales growth and valuation</b></p><p><blockquote><b>销售增长和估值</b></blockquote></p><p> Ford’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.</p><p><blockquote>福特 5 月份的销量同比增长 4.1%，但电动汽车销量（包括混合动力汽车）同比激增 184%，福特 5 月份售出了创纪录的 10,364 辆电动汽车/混合动力汽车。Escape electrified 和 Explorer Hybrid 的销量分别同比增长 125% 和 132%，显示出强劲的客户吸引力。蔚来上个月交付了 6,711 辆汽车，其中包括 3,017 辆 ES6、1,412 辆 ES8 和 2,282 辆 EC6。5 月份总交付量同比增长 95.3%。</blockquote></p><p> Ford's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.</p><p><blockquote>福特的销量是蔚来汽车的54倍，这为蔚来创造了更多的销售增长和重估潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5a0a393e44ed74241c5effcdd92350\" tg-width=\"635\" tg-height=\"419\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p></p><p> The difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!</p><p><blockquote>福特和蔚来之间的估值差异就像黑夜和白天之间的差异。这是因为尽管电动汽车类别实现了爆炸式增长，但福特仍被视为一家成熟的汽车制造商，预计企业销量增长将达到中低位数。福特预计到 2025 财年（基准年：2020 财年）收入将增长 33%，蔚来将增长 808%!</blockquote></p><p> Due to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.</p><p><blockquote>由于销售增长的这些差异，蔚来与福特完全相反，至少就估值而言是这样。这家中国电动汽车制造商预计今年的销量和交付量将增长接近 100%，由于蔚来只销售电动汽车，蔚来的市值与销量之比远高于福特。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/817605c6b1e82c03d0473ea570d32b8f\" tg-width=\"506\" tg-height=\"406\"><span>(Source: Author)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：作者）</span></p></blockquote></p><p> <b>NIO has larger risks...</b></p><p><blockquote><b>蔚来有更大的风险……</b></blockquote></p><p> NIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.</p><p><blockquote>蔚来是风险更大的企业，但也是最有希望的企业。政府政策有利于蔚来等电动汽车制造商。与福特相比，蔚来的全球总销售额增长潜力更大，因为它的营收基础较小。但也有一些事情对蔚来不利。例如，与可以依赖全球服务和分销网络的福特相比，由于生产缺陷导致的召回对于蔚来来说将是一个更大的挑战。蔚来的估值也并非没有风险，因为生产受挫导致销售增长意外放缓，将对财务状况造成更大影响。</blockquote></p><p> <b>Final verdict</b></p><p><blockquote><b>最终判决</b></blockquote></p><p> NIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.</p><p><blockquote>蔚来绝对是更 “性感 ”的汽车制造商。在中国和欧洲的强劲采用率和销售增长支持了蔚来。其超级智能BaaS模型将车辆购买价格与电池成本脱钩，堪称天才。你为这种增长付出了高昂的代价，但蔚来的市场机会是巨大的。</blockquote></p><p> Ford’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.</p><p><blockquote>福特的电动汽车销量正在蓬勃发展，随着该汽车制造商车队电气化，电动汽车销量的比例也将不断增加。福特在电动汽车市场潜力巨大，但由于电动汽车销量占总销量的比例仍然相对较低，福特需要很长时间才能完成转型。</blockquote></p><p> If you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.</p><p><blockquote>如果您相信全球电动汽车市场的潜力，请购买蔚来。如果你相信全球电动汽车市场的潜力，又不喜欢太大的风险，那就买福特吧。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict\">seekingalpha</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":{"NIO":"蔚来","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4436600-ford-or-nio-the-final-verdict","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137119316","content_text":"Summary\n\nI am comparing Ford against NIO in different categories.\nThe comparison is intended to improve the understanding of Ford's and NIO's growth potential while highlighting differences in market position and opportunities.\nNIO is growing a lot faster than Ford and the high valuation may be justified.\n\npeterschreiber.media/iStock via Getty Images\nWith Ford (F) launching a major offensive in the market for electric vehicles, Chinese EV maker NIO (NIO) will face one more rival competing for sales in the future. Which vehicle maker offers the best deal based on market opportunity, scale, revenue model, growth prospects and valuation? I will compare Ford against NIO in each category and issue a final verdict at the end.\nFord vs. NIO: The battle for the global electric vehicle market is heating up\nAlthough there is a world of difference between Ford and NIO, both companies are set to go toe-to-toe in the rapidly growing global electric vehicle market. Ford’s fleet is not yet EV-focused but this is going to change: Feeling that the EV race is heating up, Ford said it is accelerating its electrification plan by investing $30B into its EV manufacturing capabilities until 2025. Ford’s previous capital plan called for a $22B investment in zero-emission vehicles. Ford also set an ambitious sales goal: 40% of its global sales will be electric within the next decade and 33% of pickup truck sales. Electric vehicle sales account for just 1% of Ford's sales today. As Ford is phasing out combustion engines, it is set to evolve into an all-electric vehicle maker by 2040.\nMarket opportunity\nIn 2020, 3.2m electric vehicles were sold in the world which represented a small market share of just 4.2%. China, however, was responsible for buying 41% of all electric vehicles in the world in 2020. Chinese buyers purchased 1.3m electric vehicles last year and sales are set to grow fast as Beijing seeks to boost EV adoption. The second largest market for electric vehicles was Europe which accounted for 42% of global EV sales. The US is only the third-largest market for plug-in electric vehicles in the world.\n(Source: Wikipedia)\nChina, by far, is the fastest growing EV market in the world, although Europe is catching up fast, in part due to a legislative efforts to increase adoption of zero-emission passenger vehicles and because of massive investments in a Europe-wide charging station network. NIO is on the cusp of entering the European market in a bid to grow market share in the world’s second-largest EV market before the competition is ready.\nBeijing is a driver behind the electrification of the Chinese auto industry: The government wants to see a twenty percent share of electric vehicles for new car sales by 2025 which will drive EV penetration in NIO’s home market.\n(Source:Schroders)\nTurning to growth projections.\nWith more favorable government policies for EV makers in places like China and Europe, these markets are poised to see the fastest sales growth and the highest EV adoption rates in the world. China is not only the largest market due to population size but is also expected to outperform all other markets in the world in EV sales until 2030.\n(Source:McKinsey)\nSince China has a larger total market size, a higher EV adoption rate, stronger expected sales growth and a more favorable regulatory framework, the winner here would be: NIO.\nScale and manufacturing competence\nFord has a century’s worth of manufacturing experience. But Ford, so far, has only one all-electric vehicle in its product line-up that compares to NIO: The Mustang Mach-E SUV. In 2022, Ford will begin to sell the all-electric F-150 Lightening which builds on the success of Ford’s best-selling pick-up truck. NIO already has a stronger product catalog including the 5-seater ES6 SUV, the 5-seater coupe SUV EC6 and the ES8, a 6-seater and 7-seater full-sized SUV.\nSince NIO is solely focused on producing EVs and occupies a very small and defined niche, the Chinese firm has an advantage as far as EV-manufacturing expertise goes. The question is how long this advantage can last. Ford has extensive experience in building cars and can leverage a global manufacturing base to ramp up EV production faster than any niche EV maker could ever hope to achieve. This makes Ford a very serious rival not only to Tesla (TSLA) in the US, but also to NIO abroad. Ford is accelerating its electrification plans and it has the resources and the ambition to become a leader in EVs within the next decade. Ford’s proposed $30B spending on the electrification of its fleet will accelerate its transformation and turn Ford into a long term threat to other EV makers.\nWinner here: Ford.\nDifferentiation and BaaS revenue model\nBoth Ford and NIO know about the importance of differentiation in a market that will only get more competitive over time, which is why both companies are investing heavily in a related field that can break or solidify dominance in the EV market: Battery technology.\nFord is forming a joint venture with South Korean battery technology company SK Innovation to secure supply of traction battery cells and array modules. The joint venture is meant to accelerate battery deliveries and will produce approximately 60 GWh annually, enough to cover 25% of Ford’s estimated annual energy demand by 2030. NIO is also investing in battery technology and has formed its own joint venture to secure battery supply.\nThe difference to Ford is that NIO’s battery investment strategy revolves around a battery subscription model, also called “battery-as-a-service”, which creates a strong, long term revenue opportunity for the Chinese vehicle maker. Under this “BaaS” model, users who buy a NIO electric vehicle get a 70,000 RMB initial discount, equivalent to $10,800, and can sign up for a monthly subscription to rent a rechargeable 70 kWh battery. Batteries can then be exchanged at one of NIO’s battery-swapping stations which can be found in most big Chinese cities. A battery subscription costs 980 RMB monthly which is the equivalent of $150.\nThe BaaS model has a couple of benefits for both the vehicle maker and the user: Purchasing an electric vehicle from NIO gets a lot more affordable due to the up-front discount and the subscription model ensures that users benefit from advancement in battery technology and better performance over time. Decoupling battery costs from vehicle prices creates an entirely new revenue stream on a subscription basis for NIO. Revenues from “BaaS” subscriptions could be used to increase the density of NIO’s network of charging/replacement stations. The battery subscription model also binds customers to NIO, potentially increasing customer lifetime value.\nFord and NIO are primed to benefit from falling battery costs for electric vehicles as they ramp up capital allocations. As more investments flow into developing more efficient batteries, performance will go up and costs will go down which should drive EV adoption and benefit all EV makers. This is because lower battery prices make EVs more competitive to passenger vehicles with combustion engines. But since NIO is structuring a part of its business model explicitly around battery subscriptions, NIO could benefit more than Ford.\nBattery costs for EVs have decreased 70% since 2014, based on information provided by investment firm Schroders, and are set to decrease more this decade.\n(Source: Schroders)\nThe “BaaS” model is genius and could develop into a $500M a year revenue opportunity for NIO long term. Although Ford is ramping up its investments in battery technology, the winner in this category is: NIO.\nSales growth and valuation\nFord’s sales in May grew 4.1% Y/Y but electrified vehicle sales (including hybrids) surged 184% Y/Y as Ford sold a record 10,364 EVs/hybrids in May. Escape electrified sales and Explorer Hybrid grew sales at 125% and 132% Y/Y showing strong customer uptake. NIO delivered 6,711 vehicles last month including 3,017 ES6s, 1,412 ES8s and 2,282 EC6s. Total Y/Y delivery growth for May was 95.3%.\nFord's sales are fifty-four times larger than NIO's which creates more sales growth and revaluation potential for NIO.\nData by YCharts\nThe difference in valuation between Ford and NIO is like the difference between night and day. This is because Ford is still seen as a mature vehicle maker with expected enterprise sales growth in the low-to-mid digits, despite explosive growth in the EV category. Ford is expected to grow revenues by 33% until FY 2025 (base year: FY 2020) and NIO by 808%!\nDue to these differences in sales growth, NIO is the complete opposite of Ford, at least as far as valuation goes. The Chinese EV-maker is expected to see sales and delivery growth close to 100% this year and since NIO is only dealing in EVs, NIO gets a much higher market-cap-to-sales ratio than Ford.\n(Source: Author)\nNIO has larger risks...\nNIO is the more risky venture, but also the one that offers the most promise. Government policy favors EV-makers like NIO. The potential for total global sales growth is larger for NIO as it operates from a smaller revenue base compared to Ford. But there are also a few things that work against NIO. For example, recalls due to production defects would be a much bigger challenge for NIO to overcome than for Ford which can rely on a global service and distribution network. NIO’s valuation is also not without risk as an unexpected slowing of sales growth due to production setbacks would leave a much larger dent in the financials.\nFinal verdict\nNIO is definitely the more “sexy” vehicle maker. Strong adoption and sales growth in China and Europe support NIO. Its super smart BaaS model which decouples vehicle purchase prices from battery costs is genius. You pay a high price for this growth but the market opportunity for NIO is immense.\nFord’s EV sales are booming and the percentage of EV sales will increase as the vehicle maker electrifies its fleet. Ford has a lot of potential in the EV market but since EV sales are still a relatively low percentage of total sales, it will take a long time for Ford to complete its transformation.\nIf you believe in the potential of the global EV market, buy NIO. If you believe in the potential of the global EV market and don’t like much risk, buy Ford.","news_type":1,"symbols_score_info":{"NIO":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127046863,"gmtCreate":1624807530652,"gmtModify":1633948459615,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127046863","repostId":"2146090006","repostType":4,"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124096470,"gmtCreate":1624703527390,"gmtModify":1633949423257,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Apple better&nbsp;","listText":"Apple better&nbsp;","text":"Apple better","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124096470","repostId":"1108941456","repostType":4,"isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120372812,"gmtCreate":1624311223136,"gmtModify":1634008128697,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Great company&nbsp;","listText":"Great company&nbsp;","text":"Great company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/120372812","repostId":"1127414335","repostType":4,"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166073005,"gmtCreate":1623986631207,"gmtModify":1634024585354,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"PLTR is uptrend&nbsp;","listText":"PLTR is uptrend&nbsp;","text":"PLTR is uptrend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/166073005","repostId":"2144742421","repostType":4,"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":160649385,"gmtCreate":1623797630047,"gmtModify":1634028205484,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569277422888666","idStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/160649385","repostId":"187142063","repostType":1,"repost":{"id":187142063,"gmtCreate":1623747843652,"gmtModify":1631886579109,"author":{"id":"3569276807889219","authorId":"3569276807889219","name":"mikelin","avatar":"https://static.tigerbbs.com/664a6c42d564553189f888deb89563c0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569276807889219","idStr":"3569276807889219"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>moving up!","listText":"<a href=\"https://laohu8.com/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>moving up!","text":"$MAPLETREE LOGISTICS TRUST(M44U.SI)$moving up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187142063","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":866357551,"gmtCreate":1632739407773,"gmtModify":1632798198952,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good strategy to focus on decarbonisation","listText":"Good strategy to focus on decarbonisation","text":"Good strategy to focus on decarbonisation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":23,"repostSize":0,"link":"https://laohu8.com/post/866357551","repostId":"2170460336","repostType":4,"repost":{"id":"2170460336","kind":"news","pubTimestamp":1632736401,"share":"https://www.laohunote.com/m/news/2170460336?lang=zh_CN&edition=full","pubTime":"2021-09-27 17:53","market":"sg","language":"en","title":"Singapore to develop carbon credit trading marketplace to support decarbonisation, sustainability: Tan See Leng<blockquote>新加坡将开发碳信用交易市场以支持脱碳和可持续发展：Tan See Leng</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2170460336","media":"The Straits Times","summary":"SINGAPORE - The Republic is scaling up its efforts to develop an international carbon trading market","content":"<p><div> SINGAPORE - The Republic is scaling up its efforts to develop an international carbon trading marketplace and a services ecosystem to support decarbonisation, Dr Tan See Leng, the Minister for ...</p><p><blockquote><div>新加坡——新加坡正在加大力度发展国际碳交易市场和服务生态系统，以支持脱碳……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">网页连接</a></blockquote></p><p></p>","source":"straits_highlight","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>Singapore to develop carbon credit trading marketplace to support decarbonisation, sustainability: Tan See Leng<blockquote>新加坡将开发碳信用交易市场以支持脱碳和可持续发展：Tan See Leng</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\">\nSingapore to develop carbon credit trading marketplace to support decarbonisation, sustainability: Tan See Leng<blockquote>新加坡将开发碳信用交易市场以支持脱碳和可持续发展：Tan See Leng</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Straits Times</strong><span class=\"h-time small\">2021-09-27 17:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> SINGAPORE - The Republic is scaling up its efforts to develop an international carbon trading marketplace and a services ecosystem to support decarbonisation, Dr Tan See Leng, the Minister for ...</p><p><blockquote><div>新加坡——新加坡正在加大力度发展国际碳交易市场和服务生态系统，以支持脱碳……</div></blockquote></p><p>  <a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">网页链接</a>  </div> </p><p><blockquote><a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support\">The Straits Times</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":{"STI.SI":"富时新加坡海峡指数"},"source_url":"http://www.straitstimes.com/business/companies-markets/singapore-to-develop-carbon-credit-trading-marketplace-to-support","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170460336","content_text":"SINGAPORE - The Republic is scaling up its efforts to develop an international carbon trading marketplace and a services ecosystem to support decarbonisation, Dr Tan See Leng, the Minister for Manpower and Second Minister for Trade and Industry, said on Monday (Sept 27).\nSpeaking at the 37th edition of the Asia Pacific Petroleum Conference (APPEC) 2021, Dr Tan said Singapore was looking to increase the trade of voluntary carbon credits, for instance by working with players such as Climate Impact X (CIX) - a Singapore-based global carbon exchange and marketplace.\nA collaborative effort between Singapore Exchangeand DBS Bank, Standard Chartered and Temasek, CIX will connect an ecosystem of partners, leveraging satellite monitoring, machine learning and blockchain to enhance the transparency, integrity and quality of carbon credits.\nThe carbon exchange will be a digital platform for buyers and suppliers to trade large volumes of credits. It will cater primarily to large-scale buyers, including multinational corporations and institutional investors, and will provide the market with price transparency.\nCIX will also develop a digital project marketplace for the purchase of quality carbon credits directly from specific projects.\n\"As a leading commodity trading and financial hub, Singapore is well placed to further our efforts in decarbonisation and sustainability,\" Dr Tan said.\nHe noted that many global players in carbon services such as South Pole of Switzerland and TUV SUD of Germany have established offices in Singapore, serving as embryos for the development of a larger ecosystem.\n\"We are building up capabilities along the value chain by actively anchoring key activities such as project development, financing, and certification here in Singapore,\" the minister said.\nSingapore is also working to improve trust and transparency in international carbon markets.\nWorking closely with international partners such as the World Bank and International Emissions Trading Associations, Singapore aims to advance the Climate Warehouse initiative, a global market infrastructure that seeks to enhance the transparency and environmental integrity of carbon credit transactions.\n\"We are exploring the possibility of anchoring the Climate Warehouse, here in Singapore, and welcoming other interested players to join our ecosystem,\" Dr Tan said.\nHe also said Singapore was committed to helping companies muster the other ingredients required to stay competitive, namely digitalisation, innovation and a strong talent pipeline for their trading activities.\nTo improve the integrity of trade services, the Government has partnered with the industry to develop SGTraDex, a digital platform that facilitates secure data sharing among supply chain ecosystem partners. SGTraDex is expected to be fully rolled out in early 2022.\nTaking the lead from SGTraDex pilot projects, some oil companies have developed their own certification platforms, allowing traders to validate the authenticity of holding certificates and streamline business processes.\n\"This illustrates how the Government can work with businesses in a win-win partnership: we develop the sector's digital infrastructure just as we build physical infrastructure such as roads and MRT stations, with companies riding on this infrastructure to execute their projects and maximise its utility,\" said Dr. Tan.\nOn promoting innovation, he gave the example of the EcoLabs Centre of Innovation for Energy, a joint initiative by Nanyang Technological University (NTU), Enterprise Singapore and the Sustainable Energy Association of Singapore (SEAS).\nEcoLabs supports deep-tech innovation capabilities for sustainability initiatives. Earlier this year, it organised an event which saw start-ups in the energy storage, alternative fuels and hydrogen fields showcase and pitch innovations to potential investors.\nDr Tan said Singapore has a ready pool of talent from various international trading programmes offered by its education institutes.\nHe said educational courses, such as NTU's MBA programme with specialisation in international tradingwhich is a first in Asia, provide companies witha valuable talent pipeline and give them more confidence to establish or expand their operations in Singapore.","news_type":1,"symbols_score_info":{"STI.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":4411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177202431,"gmtCreate":1627218703923,"gmtModify":1633767094164,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/177202431","repostId":"1118041582","repostType":4,"repost":{"id":"1118041582","kind":"news","pubTimestamp":1627175995,"share":"https://www.laohunote.com/m/news/1118041582?lang=zh_CN&edition=full","pubTime":"2021-07-25 09:19","market":"us","language":"en","title":"US IPO Week Ahead: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118041582","media":"Renaissance Capital","summary":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs schedul","content":"<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p><p><blockquote>经过又一周创纪录的活动，IPO市场预计将保持火爆，未来一周将有17起IPO。</blockquote></p><p> Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p><p><blockquote>期待已久的零售经纪业务<b>罗宾汉市场</b>（HOOD）计划以368亿美元的市值筹集22亿美元。该公司提供一个免佣金的零售经纪平台，拥有超过1800万MAU。尽管2021年第一季度的收入实现了三位数的增长，但该平台依赖于交易量，最近的零售交易热潮可能是不可持续的。</blockquote></p><p> Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p><p><blockquote>汽车电池制造商<b>克拉里奥斯国际</b>(BTRY) 计划以 97 亿美元的市值筹集 17 亿美元。该公司在全球范围内生产低压汽车电池，并表示其在美洲和欧洲、中东和非洲地区拥有第一大市场地位。按息税前利润计算，Clarios 在 2020 财年因新冠疫情而出现负增长后，在 2021 财年上半年收入增长加速。</blockquote></p><p> Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p><p><blockquote>Altice的广告技术平台<b>提德</b>(TEAD) 计划以 46 亿美元的市值筹集 7.51 亿美元。Teads为广告商和出版商运营一个基于云的程序化数字广告平台。Teads 盈利稳健，为约 3,100 家出版商提供货币化服务。</blockquote></p><p> Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p><p><blockquote>教育软件提供商<b>PowerSchool控股</b>（PWSC）计划以37亿美元的市值筹集7.5亿美元。该公司为教师提供了一个教育平台，用于管理课堂活动，如收集作业和批改作业。PowerSchool为全球90多个国家的12,000多名客户提供服务，在2021年第一季度实现了净利润盈利。</blockquote></p><p> After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p><p><blockquote>在2018年撤回IPO尝试后，<b>下</b>（都乐）计划以 20 亿美元的市值筹集 5.59 亿美元。这家领先的水果和蔬菜公司提供来自全球30多个国家和80多个国家的300多种产品。都乐的发行增长缓慢且盈利，与其与道达尔农产品合并有关。</blockquote></p><p> Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p><p><blockquote>语言学习平台<b>多邻国</b>(DUOL) 计划以 41 亿美元的市值筹集 4.6 亿美元。多邻国为超过3亿用户提供了一个学习30多种新语言的在线平台。受益于新冠疫情相关的需求增长，多邻国在 2020 年实现了三位数的增长。</blockquote></p><p> <b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p><p><blockquote><b>携带者</b>（库克）计划以22亿美元的市值筹集4亿美元。这家公司生产具有技术功能的优质后院木质颗粒烤架，允许业主通过Traeger应用程序对他们的烤架进行编程、监控和控制。Traeger是木质颗粒烤架的类别领导者，从2017年到2020年，收入以28%的CAGR增长。</blockquote></p><p> Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p><p><blockquote>以色列反欺诈公司<b>风险化</b>(RSKD) 计划以 31 亿美元的市值筹集 3.33 亿美元。这家公司为企业提供电子商务欺诈保护。Riskified 不断增长但无利可图，其自由现金流在2021年第一季度中呈正波动。</blockquote></p><p> Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p><p><blockquote>财务软件提供商<b>子午线</b>(MLNK) 计划以 21 亿美元的市值筹集 3 亿美元。MeridianLink为中端市场社区银行和信用合作社提供基于云的数字贷款和开户平台。尽管业务具有周期性，但由于强劲的抵押贷款活动，该公司在 2020 财年实现了两位数的有机增长。</blockquote></p><p> Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p><p><blockquote>智能家居集成系统<b>Snap一号控股</b>(SNPO) 计划以 15 亿美元的市值筹集 2.7 亿美元。这家公司为超过16,000家专业集成商提供智能家居技术产品。Snap一号表现出稳健的增长，并在 2021 年第一季度按息税前利润计算实现盈利。</blockquote></p><p> Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p><p><blockquote>专业融资解决方案提供商<b>普雷斯顿霍洛社区资本</b>(PHCC) 计划以 23 亿美元的市值筹集 2 亿美元。该公司是为对美国当地社区具有重大社会和经济重要性的项目提供专业影响力融资解决方案的市场领导者。它服务于多个领域，包括基础设施、教育、医疗保健和住房。</blockquote></p><p> Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p><p><blockquote>疫苗生物技术<b>伊科萨瓦克斯</b>(ICVX) 计划以 5.9 亿美元的市值筹集 1.5 亿美元。这家临床阶段的生物技术公司最初专注于使用其类似病毒的颗粒平台技术开发针对传染性呼吸道疾病的疫苗。其最先进的候选药物目前正处于新型冠状病毒的1/2期试验中。</blockquote></p><p> Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p><p><blockquote>癌症生物技术<b>坎德尔疗法</b>（CADL）计划以3.98亿美元的市值筹集8500万美元。Candel 最先进的候选药物目前正在与前药伐昔洛韦联合进行 3 期试验，用于治疗新诊断的局限性前列腺癌，具有中等或高风险进展。该公司预计将于 2024 年完成2021年第三季度的注册，并公布最终数据。</blockquote></p><p></p><p> Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p><p><blockquote>罕见病生物技术<b>拉力赛生物</b>（RLYB）计划以4.65亿美元的市值筹集8100万美元。这家临床阶段的生物技术公司正在开发针对罕见疾病的抗体疗法。目前正在评估其 lead 项目，以在 1/2 期试验中治疗胎儿和新生儿同种免疫性血小板减少症。</blockquote></p><p> <b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p><p><blockquote><b>海洋生物医学</b>（OCEA）计划以5.06亿美元的市值筹集5000万美元。该公司目前正在开展肿瘤学、纤维化、传染病和炎症方面的临床前项目，这些项目已获得布朗大学、斯坦福大学和罗德岛医院的直接或间接许可。</blockquote></p><p> After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p><p><blockquote>2020年11月延期后，<b>因8生物</b>（INAB）计划以2.15亿美元的市值筹集4400万美元。这家一期生物技术公司正在开发同种异体γ-δ T细胞疗法来治疗实体瘤。尽管 gamma-delta T 细胞有可能治疗实体瘤，但该公司仍处于非常早期的阶段，并且已为有限数量的患者注射了剂量。</blockquote></p><p> Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p><p><blockquote>女性癌症生物技术<b>背景疗法</b>(CNTX) 计划以 9300 万美元的市值筹集 2000 万美元。Context 正在开发治疗女性癌症的方法，例如乳腺癌、卵巢癌和子宫内膜癌。该公司的主要候选药物目前正在进行卵巢癌和子宫内膜癌的 2 期试验，预计 2H21 和 1H22 将有初步结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年7月22日，文艺复兴IPO指数年初至今下跌1.0%，而标普500上涨16.3%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 3.0%，而 ACWX 指数上涨 8.1%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 EQT Partners 和 Smoore International。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</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\">\nUS IPO Week Ahead: 17 IPOs are coming<blockquote>美国 IPO 未来一周：17 家 IPO 即将到来</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-07-25 09:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.</p><p><blockquote>经过又一周创纪录的活动，IPO市场预计将保持火爆，未来一周将有17起IPO。</blockquote></p><p> Long-awaited retail brokerage&nbsp;<b>Robinhood Markets</b>(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.</p><p><blockquote>期待已久的零售经纪业务<b>罗宾汉市场</b>（HOOD）计划以368亿美元的市值筹集22亿美元。该公司提供一个免佣金的零售经纪平台，拥有超过1800万MAU。尽管2021年第一季度的收入实现了三位数的增长，但该平台依赖于交易量，最近的零售交易热潮可能是不可持续的。</blockquote></p><p> Vehicle battery maker&nbsp;<b>Clarios International</b>(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.</p><p><blockquote>汽车电池制造商<b>克拉里奥斯国际</b>(BTRY) 计划以 97 亿美元的市值筹集 17 亿美元。该公司在全球范围内生产低压汽车电池，并表示其在美洲和欧洲、中东和非洲地区拥有第一大市场地位。按息税前利润计算，Clarios 在 2020 财年因新冠疫情而出现负增长后，在 2021 财年上半年收入增长加速。</blockquote></p><p> Altice’s ad-tech platform&nbsp;<b>Teads</b>(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.</p><p><blockquote>Altice的广告技术平台<b>提德</b>(TEAD) 计划以 46 亿美元的市值筹集 7.51 亿美元。Teads为广告商和出版商运营一个基于云的程序化数字广告平台。Teads 盈利稳健，为约 3,100 家出版商提供货币化服务。</blockquote></p><p> Education software provider&nbsp;<b>PowerSchool Holdings</b>(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.</p><p><blockquote>教育软件提供商<b>PowerSchool控股</b>（PWSC）计划以37亿美元的市值筹集7.5亿美元。该公司为教师提供了一个教育平台，用于管理课堂活动，如收集作业和批改作业。PowerSchool为全球90多个国家的12,000多名客户提供服务，在2021年第一季度实现了净利润盈利。</blockquote></p><p> After withdrawing its IPO attempt in 2018,<b>Dole</b>(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.</p><p><blockquote>在2018年撤回IPO尝试后，<b>下</b>（都乐）计划以 20 亿美元的市值筹集 5.59 亿美元。这家领先的水果和蔬菜公司提供来自全球30多个国家和80多个国家的300多种产品。都乐的发行增长缓慢且盈利，与其与道达尔农产品合并有关。</blockquote></p><p> Language learning platform&nbsp;<b>Duolingo</b>(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.</p><p><blockquote>语言学习平台<b>多邻国</b>(DUOL) 计划以 41 亿美元的市值筹集 4.6 亿美元。多邻国为超过3亿用户提供了一个学习30多种新语言的在线平台。受益于新冠疫情相关的需求增长，多邻国在 2020 年实现了三位数的增长。</blockquote></p><p> <b>Traeger</b>(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.</p><p><blockquote><b>携带者</b>（库克）计划以22亿美元的市值筹集4亿美元。这家公司生产具有技术功能的优质后院木质颗粒烤架，允许业主通过Traeger应用程序对他们的烤架进行编程、监控和控制。Traeger是木质颗粒烤架的类别领导者，从2017年到2020年，收入以28%的CAGR增长。</blockquote></p><p> Israeli anti-fraud firm&nbsp;<b>Riskified</b>(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.</p><p><blockquote>以色列反欺诈公司<b>风险化</b>(RSKD) 计划以 31 亿美元的市值筹集 3.33 亿美元。这家公司为企业提供电子商务欺诈保护。Riskified 不断增长但无利可图，其自由现金流在2021年第一季度中呈正波动。</blockquote></p><p> Financial software provider&nbsp;<b>MeridianLink</b>(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.</p><p><blockquote>财务软件提供商<b>子午线</b>(MLNK) 计划以 21 亿美元的市值筹集 3 亿美元。MeridianLink为中端市场社区银行和信用合作社提供基于云的数字贷款和开户平台。尽管业务具有周期性，但由于强劲的抵押贷款活动，该公司在 2020 财年实现了两位数的有机增长。</blockquote></p><p> Smart home integration system&nbsp;<b>Snap One Holdings</b>(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.</p><p><blockquote>智能家居集成系统<b>Snap一号控股</b>(SNPO) 计划以 15 亿美元的市值筹集 2.7 亿美元。这家公司为超过16,000家专业集成商提供智能家居技术产品。Snap一号表现出稳健的增长，并在 2021 年第一季度按息税前利润计算实现盈利。</blockquote></p><p> Specialty funding solutions provider&nbsp;<b>Preston Hollow Community Capital</b>(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.</p><p><blockquote>专业融资解决方案提供商<b>普雷斯顿霍洛社区资本</b>(PHCC) 计划以 23 亿美元的市值筹集 2 亿美元。该公司是为对美国当地社区具有重大社会和经济重要性的项目提供专业影响力融资解决方案的市场领导者。它服务于多个领域，包括基础设施、教育、医疗保健和住房。</blockquote></p><p> Vaccine biotech&nbsp;<b>Icosavax</b>(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.</p><p><blockquote>疫苗生物技术<b>伊科萨瓦克斯</b>(ICVX) 计划以 5.9 亿美元的市值筹集 1.5 亿美元。这家临床阶段的生物技术公司最初专注于使用其类似病毒的颗粒平台技术开发针对传染性呼吸道疾病的疫苗。其最先进的候选药物目前正处于新型冠状病毒的1/2期试验中。</blockquote></p><p> Cancer biotech&nbsp;<b>Candel Therapeutics</b>(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.</p><p><blockquote>癌症生物技术<b>坎德尔疗法</b>（CADL）计划以3.98亿美元的市值筹集8500万美元。Candel 最先进的候选药物目前正在与前药伐昔洛韦联合进行 3 期试验，用于治疗新诊断的局限性前列腺癌，具有中等或高风险进展。该公司预计将于 2024 年完成2021年第三季度的注册，并公布最终数据。</blockquote></p><p></p><p> Rare disease biotech&nbsp;<b>Rallybio</b>(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.</p><p><blockquote>罕见病生物技术<b>拉力赛生物</b>（RLYB）计划以4.65亿美元的市值筹集8100万美元。这家临床阶段的生物技术公司正在开发针对罕见疾病的抗体疗法。目前正在评估其 lead 项目，以在 1/2 期试验中治疗胎儿和新生儿同种免疫性血小板减少症。</blockquote></p><p> <b>Ocean Biomedical</b>(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.</p><p><blockquote><b>海洋生物医学</b>（OCEA）计划以5.06亿美元的市值筹集5000万美元。该公司目前正在开展肿瘤学、纤维化、传染病和炎症方面的临床前项目，这些项目已获得布朗大学、斯坦福大学和罗德岛医院的直接或间接许可。</blockquote></p><p> After postponing in November 2020,<b>IN8bio</b>(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.</p><p><blockquote>2020年11月延期后，<b>因8生物</b>（INAB）计划以2.15亿美元的市值筹集4400万美元。这家一期生物技术公司正在开发同种异体γ-δ T细胞疗法来治疗实体瘤。尽管 gamma-delta T 细胞有可能治疗实体瘤，但该公司仍处于非常早期的阶段，并且已为有限数量的患者注射了剂量。</blockquote></p><p> Female cancer biotech&nbsp;<b>Context Therapeutics</b>(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.</p><p><blockquote>女性癌症生物技术<b>背景疗法</b>(CNTX) 计划以 9300 万美元的市值筹集 2000 万美元。Context 正在开发治疗女性癌症的方法，例如乳腺癌、卵巢癌和子宫内膜癌。该公司的主要候选药物目前正在进行卵巢癌和子宫内膜癌的 2 期试验，预计 2H21 和 1H22 将有初步结果。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b38a8af5f92621b2633830553616b5d\" tg-width=\"1271\" tg-height=\"702\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/5faec597a337345b21c846808295821d\" tg-width=\"1272\" tg-height=\"676\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/021cc62ff4eaabd0b6a7dee91fc0d63e\" tg-width=\"1270\" tg-height=\"483\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&amp;P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年7月22日，文艺复兴IPO指数年初至今下跌1.0%，而标普500上涨16.3%。Renaissance Capital 的 IPO ETF（纽约证券交易所股票代码：IPO）追踪该指数，持有量最大的 ETF 包括 Snowflake (SNOW) 和 Palantir Technologies (PLTR)。Renaissance International IPO 指数今年迄今下跌 3.0%，而 ACWX 指数上涨 8.1%。Renaissance Capital 的国际 IPO ETF（纽约证券交易所股票代码：IPOS）追踪该指数，持有的 ETF 包括 EQT Partners 和 Smoore International。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week\">Renaissance Capital</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":{"RLYB":"Rallybio Corp.","HOOD":"Robinhood","DUOL":"多邻国",".SPX":"S&P 500 Index","DOLE":"都乐食品","TEAD":"Teads Holding","MLNK":"MeridianLink, Inc. (ex-Project Angel Parent, LLC)",".DJI":"道琼斯","SNPO":"Snap One Holdings Corp.","CNTX":"Context Therapeutics Inc.",".IXIC":"NASDAQ Composite","CADLF":"CADELER AS","COOK":"Traeger Inc. (TGPX Holdings I LLC)","PWSC":"PowerSchool Holdings, Inc.","RSKD":"Riskified Ltd.","INAB":"IN8bio, Inc.","FEOVF":"Oceanic Iron Ore Corp."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/84600/US-IPO-Week-Ahead-Robinhood%E2%80%99s-billion-dollar-deal-headlines-a-17-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118041582","content_text":"After another week of record activity, the IPO market is expected to remain hot with 17 IPOs scheduled for the week ahead.\nLong-awaited retail brokerage Robinhood Markets(HOOD) plans to raise $2.2 billion at a $36.8 billion market cap. The company offers a no-commission retail brokerage platform with over 18 million MAUs. Despite triple-digit revenue growth in the 1Q21, the platform is dependent on trading volumes, and the recent retail trading boom may be unsustainable.\nVehicle battery maker Clarios International(BTRY) plans to raise $1.7 billion at a $9.7 billion market cap. The company manufactures low-voltage vehicles batteries globally, stating that it has the number one market position in the Americas and EMEA. Profitable on an EBIT basis, Clarios saw revenue growth accelerate in the 1H FY21 after turning negative in the FY20 due to COVID.\nAltice’s ad-tech platform Teads(TEAD) plans to raise $751 million at a $4.6 billion market cap. Teads operates a cloud-based programmatic digital advertising platform for advertisers and publishers. Profitable with solid growth, Teads provides monetization services to about 3,100 publishers.\nEducation software provider PowerSchool Holdings(PWSC) plans to raise $750 million at a $3.7 billion market cap. The company provides an education platform for teachers to manage classroom activities such as collecting work and grading assignments. Serving over 12,000 customers in over 90 countries globally, PowerSchool turned profitable on a net income basis in the 1Q21.\nAfter withdrawing its IPO attempt in 2018,Dole(DOLE) plans to raise $559 million at a $2.0 billion market cap. This leading fruit and vegetable company offers over 300 products sourced from over 30 countries to over 80 countries globally. Slow growing and profitable, Dole's offering is being made in connection with its merger with Total Produce.\nLanguage learning platform Duolingo(DUOL) plans to raise $460 million at a $4.1 billion market cap. Duolingo provides an online platform for over 300 million users to learn over 30 new languages. Benefiting from a COVID-related boost in demand, Duolingo posted triple-digit growth in 2020.\nTraeger(COOK) plans to raise $400 million at a $2.2 billion market cap. This company makes premium backyard wood pellet grills with a tech feature, allowing owners to program, monitor, and control their grill through the Traeger app. Traeger is a category leader of the wood pellet grill, growing revenue at a 28% CAGR from 2017 to 2020.\nIsraeli anti-fraud firm Riskified(RSKD) plans to raise $333 million at a $3.1 billion market cap. This company provides e-commerce fraud protection for enterprises. Growing but unprofitable, Riskified saw its free cash flow swing positive in the 1Q21.\nFinancial software provider MeridianLink(MLNK) plans to raise $300 million at a $2.1 billion market cap. MeridianLink offers a cloud-based digital lending and account opening platform for mid-market community banks and credit unions. Although business is cyclical, the company saw double-digit organic growth in the FY20 due to strong mortgage activity.\nSmart home integration system Snap One Holdings(SNPO) plans to raise $270 million at a $1.5 billion market cap. This company provides smart home technology products to over 16,000 professional integrators. Snap One has demonstrated solid growth and was profitable on an EBIT basis in the 1Q21.\nSpecialty funding solutions provider Preston Hollow Community Capital(PHCC) plans to raise $200 million at a $2.3 billion market cap. This company is a market leader in providing specialized impact financing solutions for projects of significant social and economic importance to local communities in the US. It serves a variety of areas, including infrastructure, education, healthcare, and housing.\nVaccine biotech Icosavax(ICVX) plans to raise $150 million at a $590 million market cap. This clinical stage biotech is initially focused on developing vaccines against infectious respiratory diseases using its virus-like particle platform technology. Its most advanced candidate is currently in a Phase 1/2 trial for SARS-CoV-2.\nCancer biotech Candel Therapeutics(CADL) plans to raise $85 million at a $398 million market cap. Candel's most advanced candidate is currently in a Phase 3 trial in combination with prodrug valacyclovir for newly diagnosed localized prostate cancer with an intermediate or high-risk for progression. The company expects to complete enrollment in the 3Q21 with a final data readout in 2024.\nRare disease biotech Rallybio(RLYB) plans to raise $81 million at a $465 million market cap. This clinical stage biotech is developing antibody therapies for rare diseases. Its lead program is currently being evaluated to treat fetal and neonatal alloimmune thrombocytopenia in a Phase 1/2 trial.\nOcean Biomedical(OCEA) plans to raise $50 million at a $506 million market cap. The company is currently pursuing preclinical programs in oncology, fibrosis, infectious disease, and inflammation that have been licensed directly or indirectly from Brown University, Stanford University, and Rhode Island Hospital.\nAfter postponing in November 2020,IN8bio(INAB) plans to raise $44 million at a $215 million market cap. This Phase 1 biotech is developing allogeneic gamma-delta T cell therapies to treat solid tumors. Although gamma-delta T cells could potentially treat solid tumors, the company is very early stage and has dosed a limited number of patients.\nFemale cancer biotech Context Therapeutics(CNTX) plans to raise $20 million at a $93 million market cap. Context is developing treatments for female cancers, such as breast, ovarian, and endometrial cancer. The company’s lead candidate is currently in Phase 2 trials for ovarian and endometrial cancer, with preliminary results expected in the 2H21 and the 1H22.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 7/22/2021, the Renaissance IPO Index was down 1.0% year-to-date, while the S&P 500 was up 16.3%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 3.0% year-to-date, while the ACWX was up 8.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include EQT Partners and Smoore International.","news_type":1,"symbols_score_info":{"TEAD":0.9,"RLYB":0.9,"INAB":0.9,"HOOD":0.9,"CADLF":0.9,"MLNK":0.9,"COOK":0.9,"PWSC":0.9,"BTRY":0.9,".SPX":0.9,"RSKD":0.9,".DJI":0.9,"DUOL":0.9,"DOLE":0.9,"SNPO":0.9,"CNTX":0.9,"FEOVF":0.9,"ICVX":0.9,"PHCC":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196945700,"gmtCreate":1621008476800,"gmtModify":1634194576223,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"My friend and I r vested","listText":"My friend and I r vested","text":"My friend and I r vested","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/196945700","repostId":"1103478451","repostType":4,"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372517049,"gmtCreate":1619227243781,"gmtModify":1634287639769,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"It is possible&nbsp;","listText":"It is possible&nbsp;","text":"It is possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/372517049","repostId":"1166519043","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377316803,"gmtCreate":1619496272502,"gmtModify":1634212275268,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Looking ready for big rally","listText":"Looking ready for big rally","text":"Looking ready for big rally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/377316803","repostId":"1190086074","repostType":4,"repost":{"id":"1190086074","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619480390,"share":"https://www.laohunote.com/m/news/1190086074?lang=zh_CN&edition=full","pubTime":"2021-04-27 07:39","market":"us","language":"en","title":"Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1190086074","media":"Tiger Newspress","summary":"Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be deliv","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉公布本季度净利润为创纪录的 4.38 亿美元，每股收益为 93 美分，营收为 103.9 亿美元。</li><li>该公司在财报发布中表示，它已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。</li><li>首席执行官埃隆-马斯克（Elon Musk）在财报看涨期权上表示，公司推迟推出的 Model S 轿车新版本将于 2021 年 5 月开始交付，Model X 将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币出售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌了 2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现与 Refinitiv 编制的分析师预期的比较：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股 93 美分，预计每股 79 美分</li><li><b>收入：</b>103.9 亿美元，而预期为 102.9 亿美元，同比增长 74%</li></ul>按公认会计准则计算，季度净利润达到创纪录的 4.38 亿美元，该公司在此期间从监管信用销售收入中获得 5.18 亿美元。本季度比特币销售额还带来了 1.01 亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）的电动汽车业务第一季度交付了 18.48 万辆 Model 3 和 Model Y 汽车，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至 3 月份，它没有生产任何高端 Model S 轿车或 Model X SUV。它从库存中交付了 2,020 辆旧款 Model S 轿车和 Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，马斯克表示，公司新版 Model S 轿车最终将于 2021 年 5 月开始交付给客户，Model X 将于今年第三季度开始交付。马斯克和首席财务官扎卡里·柯克霍恩都表示，供应链问题今年可能仍然是特斯拉面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021 年 1 月（在 2020 年第四季度收益更新期间），马斯克曾表示 Model S Plaid 已经投入生产，将于 2021 年 2 月开始交付。但他在周一承认，在生产这些车辆的更新版本时，“面临的挑战比预期的要多”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产 2,000 辆 Model S 和 X 汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计 2021 年整体汽车交付量将增长 50% 以上，这意味着今年的最低交付量约为 75 万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过 100%，但服务中心仅增长 28%，移动服务车队仅增长 22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩展跟不上车辆销量。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，该公司已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。它没有透露新供应商的名字。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常说的，即摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的 FSD（全自动驾驶）团队正全力致力于发展基于视觉的自主系统，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报发布会上说。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与 2020 年同期相比，特斯拉的能源发电和存储业务收入几乎翻了一番，当时马斯克表示，当时新兴的新冠疫情使其能源业务大幅放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将太阳能屋顶的价格提高了 50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦）的人也必须订购特斯拉的家庭储能系统 Powerwall。突然的价格变化追溯适用于一些烦恼的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在 2021 年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为 “巨型分布式公用事业公司”，随着需求和极端天气事件的增加，帮助现有电力公司为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商电池的生产或组合，以便在 2021 年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>马斯克说，该公司自主研发并在加州弗里蒙特的一个试点工厂生产的 4680 电池还不够可靠，无法在特斯拉汽车上运输。他说，特斯拉可能会在 12 到 18 个月内 “实现这些电池的量产 ”。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它在比特币购买了15亿美元，未来可能会投资其他加密货币。到四月份，比特币升至创纪录水平，然后回落。特斯拉在现金流量表中透露，该公司在本季度出售了价值 2.72 亿美元的 “数字资产”，大概是比特币。</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>Tesla posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</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 posts record net income of $438 million, revenue surges by 74%<blockquote>特斯拉净利润创历史新高 4.38 亿美元，收入激增 74%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-27 07:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Tesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.</li><li>In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”</li><li>On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.</li></ul>Tesla&nbsp;reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.</p><p><blockquote><ul><li>特斯拉公布本季度净利润为创纪录的 4.38 亿美元，每股收益为 93 美分，营收为 103.9 亿美元。</li><li>该公司在财报发布中表示，它已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。</li><li>首席执行官埃隆-马斯克（Elon Musk）在财报看涨期权上表示，公司推迟推出的 Model S 轿车新版本将于 2021 年 5 月开始交付，Model X 将于今年第三季度开始交付。</li></ul>特斯拉周一盘后公布了第一季度业绩。在比特币出售和监管信贷的提振下，该公司轻松超出预期，但随着投资者消化这些数据，该股盘后下跌了 2.5%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fec5c52f391c1077b749edc13b7b3417\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:</p><p><blockquote>以下是该公司本季度的表现与 Refinitiv 编制的分析师预期的比较：</blockquote></p><p><ul><li><b>Earnings:</b>93 cents per share vs. 79 cents per share expected</li><li><b>Revenue:</b>$10.39 billion vs. $10.29 billion expected, up 74% from a year ago</li></ul>Net profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from&nbsp;sales of bitcoin&nbsp;during the quarter.</p><p><blockquote><ul><li><b>收益：</b>每股 93 美分，预计每股 79 美分</li><li><b>收入：</b>103.9 亿美元，而预期为 102.9 亿美元，同比增长 74%</li></ul>按公认会计准则计算，季度净利润达到创纪录的 4.38 亿美元，该公司在此期间从监管信用销售收入中获得 5.18 亿美元。本季度比特币销售额还带来了 1.01 亿美元的积极影响。</blockquote></p><p><img src=\"https://static.tigerbbs.com/107ab1e725bed375ea106bdf3024ec6a\" tg-width=\"1910\" tg-height=\"1097\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>CEO Elon Musk’s electric vehicle business reported in the first quarter&nbsp;vehicle deliveries of 184,800&nbsp;Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.</p><p><blockquote>首席执行官埃隆-马斯克（Elon Musk）的电动汽车业务第一季度交付了 18.48 万辆 Model 3 和 Model Y 汽车，超出预期，创下了特斯拉的纪录。不过，该公司还表示，截至 3 月份，它没有生产任何高端 Model S 轿车或 Model X SUV。它从库存中交付了 2,020 辆旧款 Model S 轿车和 Model X SUV。</blockquote></p><p>On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.</p><p><blockquote>在周一的财报看涨期权上，马斯克表示，公司新版 Model S 轿车最终将于 2021 年 5 月开始交付给客户，Model X 将于今年第三季度开始交付。马斯克和首席财务官扎卡里·柯克霍恩都表示，供应链问题今年可能仍然是特斯拉面临的挑战。</blockquote></p><p>In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.</p><p><blockquote>2021 年 1 月（在 2020 年第四季度收益更新期间），马斯克曾表示 Model S Plaid 已经投入生产，将于 2021 年 2 月开始交付。但他在周一承认，在生产这些车辆的更新版本时，“面临的挑战比预期的要多”。他没有详细说明。</blockquote></p><p>Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.</p><p><blockquote>特斯拉目前的目标是在今年晚些时候每周生产 2,000 辆 Model S 和 X 汽车。</blockquote></p><p>The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.</p><p><blockquote>该公司周一表示，预计 2021 年整体汽车交付量将增长 50% 以上，这意味着今年的最低交付量约为 75 万辆。</blockquote></p><p>The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.</p><p><blockquote>事实上，特斯拉的汽车销量同比增长超过 100%，但服务中心仅增长 28%，移动服务车队仅增长 22%，这解释了为什么一些特斯拉客户面临令人沮丧的漫长维修等待时间。服务扩展跟不上车辆销量。</blockquote></p><p>Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.</p><p><blockquote>特斯拉表示，该公司已经度过了困扰汽车行业的芯片短缺问题，部分原因是 “迅速转向新型微控制器，同时为新供应商生产的新芯片开发固件”。它没有透露新供应商的名字。</blockquote></p><p>It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.</p><p><blockquote>它还重申了马斯克经常说的，即摄像头而不是雷达是自动驾驶汽车的更好途径。“我们基于人工智能的软件架构越来越依赖摄像头，以至于雷达比预期更早变得不必要。因此，我们的 FSD（全自动驾驶）团队正全力致力于发展基于视觉的自主系统，我们几乎准备好将美国市场转向特斯拉视觉，”该公司在财报发布会上说。</blockquote></p><p>Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.</p><p><blockquote>与 2020 年同期相比，特斯拉的能源发电和存储业务收入几乎翻了一番，当时马斯克表示，当时新兴的新冠疫情使其能源业务大幅放缓。但能源收入从第四季度的7.87亿美元下降至2021年第一季度的5.95亿美元。</blockquote></p><p>Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some&nbsp;vexed customers.</p><p><blockquote>最近，特斯拉将太阳能屋顶的价格提高了 50%，现在要求任何订购太阳能光伏（包括特斯拉太阳能屋顶瓦）的人也必须订购特斯拉的家庭储能系统 Powerwall。突然的价格变化追溯适用于一些烦恼的顾客。</blockquote></p><p>Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.</p><p><blockquote>马斯克在 2021 年第一季度看涨期权上表示，他的目标是让拥有太阳能屋顶和特斯拉电池的家庭成为 “巨型分布式公用事业公司”，随着需求和极端天气事件的增加，帮助现有电力公司为客户提供所需的所有电力。</blockquote></p><p></p><p>Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.</p><p><blockquote>高管们没有透露他们将如何改变供应商电池的生产或组合，以便在 2021 年生产更多的汽车和储能产品。</blockquote></p><p>Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.</p><p><blockquote>马斯克说，该公司自主研发并在加州弗里蒙特的一个试点工厂生产的 4680 电池还不够可靠，无法在特斯拉汽车上运输。他说，特斯拉可能会在 12 到 18 个月内 “实现这些电池的量产 ”。</blockquote></p><p>The company revealed in February it purchased&nbsp;$1.5 billion in bitcoin&nbsp;and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.</p><p><blockquote>该公司在2月份透露，它在比特币购买了15亿美元，未来可能会投资其他加密货币。到四月份，比特币升至创纪录水平，然后回落。特斯拉在现金流量表中透露，该公司在本季度出售了价值 2.72 亿美元的 “数字资产”，大概是比特币。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190086074","content_text":"KEY POINTSTesla reported record net income of $438 million during the quarter, as well as earnings of 93 cents per share on $10.39 billion in revenue.In its earnings release, the company said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.”On an earnings call, CEO Elon Musk said the delayed new version of the company’s Model S sedan will be delivered starting in May 2021, and Model X deliveries will begin in the third quarter of the year.Tesla reported first-quarter results after the bell on Monday. The company beat expectations handily, buoyed by sales of bitcoin and regulatory credits, but the stock dipped as much as 2.5% after hours as investors digested the numbers.Here’s how the company fared in the quarter, compared with analyst estimates compiled by Refinitiv:Earnings:93 cents per share vs. 79 cents per share expectedRevenue:$10.39 billion vs. $10.29 billion expected, up 74% from a year agoNet profit reached a quarterly record of $438 million on a GAAP basis, and the company recorded $518 million in revenue from sales of regulatory credits during the period. It also recorded a $101 million positive impact from sales of bitcoin during the quarter.CEO Elon Musk’s electric vehicle business reported in the first quarter vehicle deliveries of 184,800 Model 3 and Model Y cars, beating expectations and setting a record for Tesla. However, the company also said it produced none of its higher-end Model S sedans or Model X SUVs for the period ending March. It delivered2,020 older Model S sedans and Model X SUVs from inventory.On Monday’s earnings call, Musk said the new version of the company’s Model S sedans will finally be delivered to customers starting in May 2021, with Model X deliveries to begin in the third quarter of the year. Musk and CFO Zachary Kirkhorn both said supply chain issues are likely to remain a challenge for Tesla this year.In January 2021 (during a fourth-quarter 2020 earnings update) Musk had said that the Model S Plaid was already in production would be delivered starting in February 2021. But he admitted on Monday, “There were more challenges than expected,” in producing the refreshed version of these vehicles. He did not elaborate.Tesla is now aiming to produce 2,000 Model S and X vehicles per week later this year.The company said Monday it expects more than 50% vehicle delivery growth in 2021 overall, which implies minimum deliveries around 750,000 vehicles this year.The fact Tesla grew vehicle unit sales by more than 100% year over year but grew service centers by only 28% and its mobile service fleet by only 22% explains why some Tesla customers face frustratingly long wait times for repairs. Service expansion is not keeping pace with the volume of vehicles sold.Tesla said it has weathered chip shortages that have plagued the auto industry in part by “pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.” It did not disclose the names of its new suppliers.It also reiterated Musk’s frequent claim that cameras, not radar, are a better path toward autonomous vehicles. “Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD [Full Self-Driving] team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision,” the company said in its earnings release.Revenue for its energy generation and storage business nearly doubled for Tesla versus the same period in 2020, when Musk said Covid, then an emerging pandemic, had slowed its energy business to a crawl. But energy revenue declined from $787 million in the fourth quarter to $595 million in the first quarter of 2021.Recently, Tesla increased prices for its solar rooftops by 50%, and now requires anyone ordering solar photovoltaics (including Tesla solar roof tiles) to also order the Powerwall, Tesla’s home energy storage system. The sudden price change applied retroactively to some vexed customers.Musk said on the Q1 2021 call that he is aiming for homes with solar rooftops and batteries from Tesla to function as a “giant distributed utility” that can help incumbent electrical utilities supply customers with all the electricity they need as demand and extreme weather events increase.Executives did not say how they would change their production or mix of battery cells from suppliers in order to make a higher volume of vehicles and energy storage products in 2021.Musk said the company’s 4680 cells, which it developed independently and makes at a pilot plant in Fremont, California, are not yet reliable enough to be shipped in Tesla vehicles. He said Tesla would probably “achieve volume production” of these cells in 12 to 18 months.The company revealed in February it purchased $1.5 billion in bitcoin and would potentially invest in other cryptocurrencies in the future. By April, bitcoin rose to record levels before pulling back. In its statement of cash flows, Tesla revealed that it had sold $272 million worth of “digital assets,” presumably bitcoin, during the quarter.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171108390,"gmtCreate":1626709850710,"gmtModify":1633924714466,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/171108390","repostId":"1184844987","repostType":4,"repost":{"id":"1184844987","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626708855,"share":"https://www.laohunote.com/m/news/1184844987?lang=zh_CN&edition=full","pubTime":"2021-07-19 23:34","market":"us","language":"en","title":"Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1184844987","media":"Benzinga Earnings","summary":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult a","content":"<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p><p><blockquote>（7 月 19 日）这篇仅标题文章旨在向您展示<b>股票为何波动</b>，股票交易最难的方面。我们每天都会发布数百条关于任何催化剂的头条新闻，这些催化剂可能会推动您关心的股票 onBenzinga Pro，这是我们提供快速、可操作信息的旗舰平台，可促进更快、更智能的交易。</blockquote></p><p> Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p><p><blockquote>Benzinga Prohas 是一个设计直观的工作空间，可提供强大的市场洞察力，是全球成千上万的专业和零售商的首选解决方案。</blockquote></p><p> Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p><p><blockquote>停止谷歌搜索信息，看看outBenzinga Pro。当股票变动时，你再也不会被蒙在鼓里了。您将拥有在观众面前实时表演所需的一切。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></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>Peloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</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\">\nPeloton shares are trading higher as renewed COVID-19 concerns lift some stay-at-home names for the session<blockquote>Peloton 股价走高，因为对 COVID-19 的新担忧提振了一些居家公司的股价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-07-19 23:34</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>(July 19)&nbsp;This headline-only article is meant to show you<b>why a stock is moving</b>, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.</p><p><blockquote>（7 月 19 日）这篇仅标题文章旨在向您展示<b>股票为何波动</b>，股票交易最难的方面。我们每天都会发布数百条关于任何催化剂的头条新闻，这些催化剂可能会推动您关心的股票 onBenzinga Pro，这是我们提供快速、可操作信息的旗舰平台，可促进更快、更智能的交易。</blockquote></p><p> Benzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.</p><p><blockquote>Benzinga Prohas 是一个设计直观的工作空间，可提供强大的市场洞察力，是全球成千上万的专业和零售商的首选解决方案。</blockquote></p><p> Stop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.</p><p><blockquote>停止谷歌搜索信息，看看outBenzinga Pro。当股票变动时，你再也不会被蒙在鼓里了。您将拥有在观众面前实时表演所需的一切。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/aadc64d02cc064f139aaf6c6a9b3e259\" tg-width=\"709\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184844987","content_text":"(July 19) This headline-only article is meant to show youwhy a stock is moving, the most difficult aspect of stock trading. Every day we publish hundreds of headlines on any catalyst that could move the stocks you care about onBenzinga Pro, our flagship platform for fast, actionable information that promotes faster, smarter trading.\nBenzinga Prohas an intuitively designed workspace that delivers powerful market insight, and is the solution of choice for thousands of professional and retail traders across the world.\nStop Googling for information and check outBenzinga Pro. You will never again be left in the dark on when a stock moves. You’ll have what you need to act in real-time — before the crowd.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":2909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151121728,"gmtCreate":1625068349264,"gmtModify":1633945179992,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Wonderful","listText":"Wonderful","text":"Wonderful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/151121728","repostId":"2147146918","repostType":4,"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379965918,"gmtCreate":1618656720934,"gmtModify":1634291515722,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"EV is getting too much attention&nbsp;","listText":"EV is getting too much attention&nbsp;","text":"EV is getting too much attention","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/379965918","repostId":"1133841778","repostType":4,"repost":{"id":"1133841778","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617977105,"share":"https://www.laohunote.com/m/news/1133841778?lang=zh_CN&edition=full","pubTime":"2021-04-09 22:05","market":"us","language":"en","title":"EV Stocks underperformed<blockquote>电动汽车股票表现不佳</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133841778","media":"Tiger Newspress","summary":"EV Stocks underperformed&nbsp;in Friday morning trading.Nio and Li Auto were down about 4%,Xpeng Motors was down 2%,Tesla was down 1%.","content":"<p>EV Stocks underperformed&nbsp;in Friday morning trading.Nio and Li Auto were down about 4%,Xpeng Motors was down 2%,Tesla was down 1%.</p><p><blockquote>电动汽车股票在周五早盘交易中表现不佳.蔚来汽车和理想汽车下跌约4%，小鹏汽车下跌2%，特斯拉下跌1%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8b61fa5fb6129f3dc72addb8c9abf0ea\" tg-width=\"422\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></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>EV Stocks underperformed<blockquote>电动汽车股票表现不佳</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks underperformed<blockquote>电动汽车股票表现不佳</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-09 22:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV Stocks underperformed&nbsp;in Friday morning trading.Nio and Li Auto were down about 4%,Xpeng Motors was down 2%,Tesla was down 1%.</p><p><blockquote>电动汽车股票在周五早盘交易中表现不佳.蔚来汽车和理想汽车下跌约4%，小鹏汽车下跌2%，特斯拉下跌1%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/8b61fa5fb6129f3dc72addb8c9abf0ea\" tg-width=\"422\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏集团","NIO":"蔚来","LI":"理想汽车","TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133841778","content_text":"EV Stocks underperformed in Friday morning trading.Nio and Li Auto were down about 4%,Xpeng Motors was down 2%,Tesla was down 1%.","news_type":1,"symbols_score_info":{"TSLA":0.9,"XPEV":0.9,"NIO":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344827584,"gmtCreate":1618399671448,"gmtModify":1634293227254,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Will rally more&nbsp;","listText":"Will rally more&nbsp;","text":"Will rally more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/344827584","repostId":"1195099187","repostType":4,"repost":{"id":"1195099187","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618397517,"share":"https://www.laohunote.com/m/news/1195099187?lang=zh_CN&edition=full","pubTime":"2021-04-14 18:51","market":"us","language":"en","title":"JPMorgan Chase beats analysts’ estimates as bank releases $5.2 billion in loan loss reserves<blockquote>摩根大通公布52亿美元贷款损失准备金，超出分析师预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195099187","media":"Tiger Newspress","summary":"KEY POINTSEarnings: $4.50 per share, vs. $3.10 per share expected by analysts polled by Refinitiv.Re","content":"<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Earnings: $4.50 per share, vs. $3.10 per share expected by analysts polled by Refinitiv.</li><li>Revenue: $33.12 billion, vs. $30.52 billion expected.</li></ul>(April 14)&nbsp;JPMorgan Chasereported first-quarter earnings before the opening bell on Wednesday.</p><p><blockquote><ul><li>收益：每股 4.50 美元，而 Refinitiv 调查的分析师预期为每股 3.10 美元。</li><li>收入：331.2亿美元，预期为305.2亿美元。</li></ul>（4月14日）摩根大通在周三开盘前公布了第一季度财报。</blockquote></p><p>Here are the numbers:</p><p><blockquote>以下是数字：</blockquote></p><p><ul><li><b>Earnings:</b>$4.50 per share, vs. $3.10 per share expected by analysts polled by Refinitiv.</li><li><b>Revenue:</b>$33.12 billion, vs. $30.52 billion expected.</li><li>Credit costs net benefit of $4.2 billion included $5.2 billion of net reserve releases and $1.1 billion of net charge-offs.</li><li>Average loans up 1%; average deposits up 36%</li><li>$1.5 trillion of liquidity sources, including HQLA and unencumbered marketable securities</li><li>Average deposits up 32%; client investment assets up 44%</li><li>Average loans down 7%; debit and credit card sales volume up 9%</li><li>Active mobile customers up 9%</li><li>Global Investment Banking wallet share of 9.0% in 1Q21</li><li>Total Markets revenue of $9.1 billion, up 25%, with Fixed Income Markets up 15% and Equity Markets up 47%</li><li>Gross Investment Banking revenue of $1.1 billion, up 65%</li><li>Average loans down 2%; average deposits up 54%</li><li>Assets under management (AUM) of $2.8 trillion, up 28%</li><li>Average loans up 18%; average deposits up 43%</li></ul>JPMorgan Chase&nbsp;slipped&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote><ul><li><b>收益：</b>路孚特调查的分析师预期为每股 4.50 美元，而路孚特调查的分析师预期为每股 3.10 美元。</li><li><b>收入：</b>331.2亿美元，而预期为305.2亿美元。</li><li>信贷成本净收益为 42 亿美元，其中包括 52 亿美元的净准备金释放和 11 亿美元的净冲销。</li><li>平均贷款增长1%；平均存款增长 36%</li><li>1.5万亿美元的流动性来源，包括HQLA和无抵押有价证券</li><li>平均存款增长 32%；客户投资资产增长 44%</li><li>平均贷款下降7%；借记卡和信用卡销售量增长 9%</li><li>活跃移动用户增长 9%</li><li>全球投资银行钱包在2021年第一季度的份额为9.0%</li><li>市场总收入为 91 亿美元，增长 25%，其中固定收益市场增长 15%，股票市场增长 47%</li><li>投资银行总收入 11 亿美元，增长 65%</li><li>平均贷款下降2%；平均存款增长 54%</li><li>管理资产 (AUM) 达到 2.8 万亿美元，增长 28%</li><li>平均贷款增长18%；平均存款增长 43%</li></ul>摩根大通在盘前交易中下跌 1%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e7507e54ef613f6f1636ce34550816c8\" tg-width=\"659\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>JPMorgan Chase, the first major bank to report first-quarter earnings, will be closely watched for clues as to how the industry will emerge from the coronavirus pandemic.</p><p><blockquote>摩根大通是第一家公布第一季度收益的主要银行，将密切关注该行业将如何摆脱冠状病毒大流行的线索。</blockquote></p><p>One key question is whether banks will continue to release loan loss reserves — and the magnitude of those releases — that are no longer needed as the U.S. economic recovery gains pace. In the fourth quarter, JPMorgan beat expectations in part by releasing $2.9 billion in reserves.</p><p><blockquote>一个关键问题是，随着美国经济复苏步伐加快，银行是否会继续释放不再需要的贷款损失准备金以及释放的规模。第四季度，摩根大通超出预期，部分原因是释放了 29 亿美元的准备金。</blockquote></p><p>JPMorgan, with the world's biggest Wall Street division by revenue, is also expected to benefit from robust investment banking fees driven by record issuance of SPACs, the blank check companies that saw more activity in the first quarter than all of 2020, itself a record year. Trading revenue is also expected to be a tailwind in the quarter.</p><p><blockquote>摩根大通拥有全球收入最大的华尔街部门，预计也将受益于创纪录的 SPAC 发行推动的强劲投资银行业务费用，SPAC 是空白支票公司，第一季度的活动比 2020 年全年都多，而 2020 年本身就是创纪录的一年。交易收入预计也将成为本季度的推动力。</blockquote></p><p>Analysts will also be curious about the pace of share repurchases the bank is expected to make. Last month, the Federal Reserve&nbsp;said banks&nbsp;that pass the industry's 2021 stress test will be allowed to resume higher levels of dividend payouts and buybacks starting June 30.</p><p><blockquote>分析师还将对该银行预计回购股票的步伐感到好奇。上个月，美联储表示，通过 2021 年行业压力测试的银行将被允许从 6 月 30 日开始恢复更高水平的股息支付和回购。</blockquote></p><p>Shares of JPMorgan rose 21% so far this year, compared to the 25% advance of the KBW Bank Index.</p><p><blockquote>今年迄今为止，摩根大通的股价上涨了 21%，而 KBW 银行指数则上涨了 25%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ade6e23d309c02ebd566a97e22d0b776\" tg-width=\"1894\" tg-height=\"250\" referrerpolicy=\"no-referrer\">Discussion of Results:</p><p><blockquote>结果讨论：</blockquote></p><p>Net income was $14.3 billion, up $11.4 billion, predominantly driven by credit reserve releases of $5.2 billion compared to credit reserve builds of $6.8 billion in the prior year.</p><p><blockquote>净利润为 143 亿美元，增长 114 亿美元，主要是由于信贷准备金释放 52 亿美元，而上一年信贷准备金新增 68 亿美元。</blockquote></p><p>Net revenue of $33.1 billion was up 14%. Noninterest revenue was $20.1 billion, up 39%, driven by higher CIB Markets revenue, higher Investment Banking fees, and the absence of losses in Credit Adjustments and Other and markdowns on held-for-sale positions in the bridge book13 recorded in the prior year. Net interest income was $13.0 billion, down 11%, predominantly driven by the impact of lower rates, partially offset by balance sheet growth.</p><p><blockquote>净收入为 331 亿美元，增长 14%。非利息收入为 201 亿美元，增长 39%，主要得益于 CIB 市场收入增加、投资银行费用增加、信贷调整和其他方面没有损失以及过桥账簿中持有待售头寸的降价13 去年记录。净利息收入为 130 亿美元，下降 11%，主要是受利率下降的影响，但部分被资产负债表增长所抵消。</blockquote></p><p>Noninterest expense was $18.7 billion, up 12%, predominantly driven by higher volume- and revenue-related expense and continued investments. The increase in expense also included a $550 million contribution to the Firm’s Foundation.</p><p><blockquote>非利息支出为 187 亿美元，增长 12%，主要是由于销量和收入相关支出增加以及持续投资。支出的增加还包括对公司基金会的 5.5 亿美元捐款。</blockquote></p><p>The provision for credit losses was a net benefit of $4.2 billion driven by net reserve releases of $5.2 billion, compared to an expense of $8.3 billion in the prior year predominantly driven by net reserve builds of $6.8 billion. The Consumer reserve release was $4.5 billion, and included a $3.5 billion release in Card, reflecting improvements in the macroeconomic scenarios, and a $625 million reserve release in Home Lending primarily due to improvements in house price index (HPI) expectations and to a lesser extent portfolio run-off. The Wholesale reserve release was $716 million reflecting improvements in the macroeconomic scenarios. Net charge-offs of $1.1 billion were down $412 million, predominantly driven by Card.</p><p><blockquote>信贷损失准备金净收益为 42 亿美元，主要由 52 亿美元的净准备金释放推动，而上一年的支出为 83 亿美元，主要由 68 亿美元的净准备金推动。消费者准备金释放为 45 亿美元，其中包括 35 亿美元的信用卡释放，反映了宏观经济情景的改善，以及 6.25 亿美元的住房贷款准备金释放，这主要是由于房价指数 (HPI) 预期的改善，以及在较小程度上投资组合径流。批发储备释放额为7.16亿美元，反映了宏观经济形势的改善。净冲销 11 亿美元，减少 4.12 亿美元，主要是由信用卡推动的。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ef7db3c342d0b99ad63d96fdea9fd129\" tg-width=\"1889\" tg-height=\"232\">Discussion of Results:</p><p><blockquote>结果讨论：</blockquote></p><p>Net income was $6.7 billion, up $6.5 billion, driven by credit reserve releases compared to reserve builds in the prior year. Net revenue was $12.5 billion, down 6%.</p><p><blockquote>净利润为 67 亿美元，比上一年增加了 65 亿美元，这得益于信贷准备金释放的推动。净收入为 125 亿美元，下降 6%。</blockquote></p><p></p><p>Consumer &amp; Business Banking net revenue was $5.6 billion, down 10%, driven by the impact of deposit margin compression, largely offset by growth in deposit balances. Home Lending net revenue was $1.5 billion, up 26%, driven by higher production revenue, partially offset by lower net interest income on lower balances. Card &amp; Auto net revenue was $5.4 billion, down 7%, driven by lower Card net interest income on lower balances, partially offset by lower Card acquisition costs and higher Card net interchange income.</p><p><blockquote>受存款利润率压缩影响的推动，消费者和商业银行净收入为 56 亿美元，下降 10%，但大部分被存款余额的增长所抵消。受生产收入增加的推动，住房贷款净收入为 15 亿美元，增长 26%，但部分被较低余额的净利息收入下降所抵消。卡和汽车净收入为 54 亿美元，下降 7%，这是由于余额较低的卡净利息收入下降，部分被较低的卡收购成本和较高的卡净交换收入所抵消。</blockquote></p><p>Noninterest expense was $7.2 billion, down 1%.</p><p><blockquote>非利息支出为 72 亿美元，下降 1%。</blockquote></p><p>The provision for credit losses was a net benefit of $3.6 billion, including a $4.6 billion reserve release reflecting improvements in the macroeconomic scenarios compared to a $4.5 billion reserve build in the prior year. Net charge-offs were $1.0 billion, down $290 million, driven by Card.</p><p><blockquote>信贷损失准备金的净收益为 36 亿美元，其中包括 46 亿美元的准备金释放，反映了宏观经济情景的改善，而上一年的准备金为 45 亿美元。在信用卡的推动下，净冲销为 10 亿美元，减少了 2.9 亿美元。</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>JPMorgan Chase beats analysts’ estimates as bank releases $5.2 billion in loan loss reserves<blockquote>摩根大通公布52亿美元贷款损失准备金，超出分析师预期</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Chase beats analysts’ estimates as bank releases $5.2 billion in loan loss reserves<blockquote>摩根大通公布52亿美元贷款损失准备金，超出分析师预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-14 18:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>KEY POINTS</b></p><p><blockquote><b>要点</b></blockquote></p><p><ul><li>Earnings: $4.50 per share, vs. $3.10 per share expected by analysts polled by Refinitiv.</li><li>Revenue: $33.12 billion, vs. $30.52 billion expected.</li></ul>(April 14)&nbsp;JPMorgan Chasereported first-quarter earnings before the opening bell on Wednesday.</p><p><blockquote><ul><li>收益：每股 4.50 美元，而 Refinitiv 调查的分析师预期为每股 3.10 美元。</li><li>收入：331.2亿美元，预期为305.2亿美元。</li></ul>（4月14日）摩根大通在周三开盘前公布了第一季度财报。</blockquote></p><p>Here are the numbers:</p><p><blockquote>以下是数字：</blockquote></p><p><ul><li><b>Earnings:</b>$4.50 per share, vs. $3.10 per share expected by analysts polled by Refinitiv.</li><li><b>Revenue:</b>$33.12 billion, vs. $30.52 billion expected.</li><li>Credit costs net benefit of $4.2 billion included $5.2 billion of net reserve releases and $1.1 billion of net charge-offs.</li><li>Average loans up 1%; average deposits up 36%</li><li>$1.5 trillion of liquidity sources, including HQLA and unencumbered marketable securities</li><li>Average deposits up 32%; client investment assets up 44%</li><li>Average loans down 7%; debit and credit card sales volume up 9%</li><li>Active mobile customers up 9%</li><li>Global Investment Banking wallet share of 9.0% in 1Q21</li><li>Total Markets revenue of $9.1 billion, up 25%, with Fixed Income Markets up 15% and Equity Markets up 47%</li><li>Gross Investment Banking revenue of $1.1 billion, up 65%</li><li>Average loans down 2%; average deposits up 54%</li><li>Assets under management (AUM) of $2.8 trillion, up 28%</li><li>Average loans up 18%; average deposits up 43%</li></ul>JPMorgan Chase&nbsp;slipped&nbsp;1%&nbsp;in&nbsp;premarket&nbsp;trading.</p><p><blockquote><ul><li><b>收益：</b>路孚特调查的分析师预期为每股 4.50 美元，而路孚特调查的分析师预期为每股 3.10 美元。</li><li><b>收入：</b>331.2亿美元，而预期为305.2亿美元。</li><li>信贷成本净收益为 42 亿美元，其中包括 52 亿美元的净准备金释放和 11 亿美元的净冲销。</li><li>平均贷款增长1%；平均存款增长 36%</li><li>1.5万亿美元的流动性来源，包括HQLA和无抵押有价证券</li><li>平均存款增长 32%；客户投资资产增长 44%</li><li>平均贷款下降7%；借记卡和信用卡销售量增长 9%</li><li>活跃移动用户增长 9%</li><li>全球投资银行钱包在2021年第一季度的份额为9.0%</li><li>市场总收入为 91 亿美元，增长 25%，其中固定收益市场增长 15%，股票市场增长 47%</li><li>投资银行总收入 11 亿美元，增长 65%</li><li>平均贷款下降2%；平均存款增长 54%</li><li>管理资产 (AUM) 达到 2.8 万亿美元，增长 28%</li><li>平均贷款增长18%；平均存款增长 43%</li></ul>摩根大通在盘前交易中下跌 1%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e7507e54ef613f6f1636ce34550816c8\" tg-width=\"659\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>JPMorgan Chase, the first major bank to report first-quarter earnings, will be closely watched for clues as to how the industry will emerge from the coronavirus pandemic.</p><p><blockquote>摩根大通是第一家公布第一季度收益的主要银行，将密切关注该行业将如何摆脱冠状病毒大流行的线索。</blockquote></p><p>One key question is whether banks will continue to release loan loss reserves — and the magnitude of those releases — that are no longer needed as the U.S. economic recovery gains pace. In the fourth quarter, JPMorgan beat expectations in part by releasing $2.9 billion in reserves.</p><p><blockquote>一个关键问题是，随着美国经济复苏步伐加快，银行是否会继续释放不再需要的贷款损失准备金以及释放的规模。第四季度，摩根大通超出预期，部分原因是释放了 29 亿美元的准备金。</blockquote></p><p>JPMorgan, with the world's biggest Wall Street division by revenue, is also expected to benefit from robust investment banking fees driven by record issuance of SPACs, the blank check companies that saw more activity in the first quarter than all of 2020, itself a record year. Trading revenue is also expected to be a tailwind in the quarter.</p><p><blockquote>摩根大通拥有全球收入最大的华尔街部门，预计也将受益于创纪录的 SPAC 发行推动的强劲投资银行业务费用，SPAC 是空白支票公司，第一季度的活动比 2020 年全年都多，而 2020 年本身就是创纪录的一年。交易收入预计也将成为本季度的推动力。</blockquote></p><p>Analysts will also be curious about the pace of share repurchases the bank is expected to make. Last month, the Federal Reserve&nbsp;said banks&nbsp;that pass the industry's 2021 stress test will be allowed to resume higher levels of dividend payouts and buybacks starting June 30.</p><p><blockquote>分析师还将对该银行预计回购股票的步伐感到好奇。上个月，美联储表示，通过 2021 年行业压力测试的银行将被允许从 6 月 30 日开始恢复更高水平的股息支付和回购。</blockquote></p><p>Shares of JPMorgan rose 21% so far this year, compared to the 25% advance of the KBW Bank Index.</p><p><blockquote>今年迄今为止，摩根大通的股价上涨了 21%，而 KBW 银行指数则上涨了 25%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ade6e23d309c02ebd566a97e22d0b776\" tg-width=\"1894\" tg-height=\"250\" referrerpolicy=\"no-referrer\">Discussion of Results:</p><p><blockquote>结果讨论：</blockquote></p><p>Net income was $14.3 billion, up $11.4 billion, predominantly driven by credit reserve releases of $5.2 billion compared to credit reserve builds of $6.8 billion in the prior year.</p><p><blockquote>净利润为 143 亿美元，增长 114 亿美元，主要是由于信贷准备金释放 52 亿美元，而上一年信贷准备金新增 68 亿美元。</blockquote></p><p>Net revenue of $33.1 billion was up 14%. Noninterest revenue was $20.1 billion, up 39%, driven by higher CIB Markets revenue, higher Investment Banking fees, and the absence of losses in Credit Adjustments and Other and markdowns on held-for-sale positions in the bridge book13 recorded in the prior year. Net interest income was $13.0 billion, down 11%, predominantly driven by the impact of lower rates, partially offset by balance sheet growth.</p><p><blockquote>净收入为 331 亿美元，增长 14%。非利息收入为 201 亿美元，增长 39%，主要得益于 CIB 市场收入增加、投资银行费用增加、信贷调整和其他方面没有损失以及过桥账簿中持有待售头寸的降价13 去年记录。净利息收入为 130 亿美元，下降 11%，主要是受利率下降的影响，但部分被资产负债表增长所抵消。</blockquote></p><p>Noninterest expense was $18.7 billion, up 12%, predominantly driven by higher volume- and revenue-related expense and continued investments. The increase in expense also included a $550 million contribution to the Firm’s Foundation.</p><p><blockquote>非利息支出为 187 亿美元，增长 12%，主要是由于销量和收入相关支出增加以及持续投资。支出的增加还包括对公司基金会的 5.5 亿美元捐款。</blockquote></p><p>The provision for credit losses was a net benefit of $4.2 billion driven by net reserve releases of $5.2 billion, compared to an expense of $8.3 billion in the prior year predominantly driven by net reserve builds of $6.8 billion. The Consumer reserve release was $4.5 billion, and included a $3.5 billion release in Card, reflecting improvements in the macroeconomic scenarios, and a $625 million reserve release in Home Lending primarily due to improvements in house price index (HPI) expectations and to a lesser extent portfolio run-off. The Wholesale reserve release was $716 million reflecting improvements in the macroeconomic scenarios. Net charge-offs of $1.1 billion were down $412 million, predominantly driven by Card.</p><p><blockquote>信贷损失准备金净收益为 42 亿美元，主要由 52 亿美元的净准备金释放推动，而上一年的支出为 83 亿美元，主要由 68 亿美元的净准备金推动。消费者准备金释放为 45 亿美元，其中包括 35 亿美元的信用卡释放，反映了宏观经济情景的改善，以及 6.25 亿美元的住房贷款准备金释放，这主要是由于房价指数 (HPI) 预期的改善，以及在较小程度上投资组合径流。批发储备释放额为7.16亿美元，反映了宏观经济形势的改善。净冲销 11 亿美元，减少 4.12 亿美元，主要是由信用卡推动的。</blockquote></p><p><img src=\"https://static.tigerbbs.com/ef7db3c342d0b99ad63d96fdea9fd129\" tg-width=\"1889\" tg-height=\"232\">Discussion of Results:</p><p><blockquote>结果讨论：</blockquote></p><p>Net income was $6.7 billion, up $6.5 billion, driven by credit reserve releases compared to reserve builds in the prior year. Net revenue was $12.5 billion, down 6%.</p><p><blockquote>净利润为 67 亿美元，比上一年增加了 65 亿美元，这得益于信贷准备金释放的推动。净收入为 125 亿美元，下降 6%。</blockquote></p><p></p><p>Consumer &amp; Business Banking net revenue was $5.6 billion, down 10%, driven by the impact of deposit margin compression, largely offset by growth in deposit balances. Home Lending net revenue was $1.5 billion, up 26%, driven by higher production revenue, partially offset by lower net interest income on lower balances. Card &amp; Auto net revenue was $5.4 billion, down 7%, driven by lower Card net interest income on lower balances, partially offset by lower Card acquisition costs and higher Card net interchange income.</p><p><blockquote>受存款利润率压缩影响的推动，消费者和商业银行净收入为 56 亿美元，下降 10%，但大部分被存款余额的增长所抵消。受生产收入增加的推动，住房贷款净收入为 15 亿美元，增长 26%，但部分被较低余额的净利息收入下降所抵消。卡和汽车净收入为 54 亿美元，下降 7%，这是由于余额较低的卡净利息收入下降，部分被较低的卡收购成本和较高的卡净交换收入所抵消。</blockquote></p><p>Noninterest expense was $7.2 billion, down 1%.</p><p><blockquote>非利息支出为 72 亿美元，下降 1%。</blockquote></p><p>The provision for credit losses was a net benefit of $3.6 billion, including a $4.6 billion reserve release reflecting improvements in the macroeconomic scenarios compared to a $4.5 billion reserve build in the prior year. Net charge-offs were $1.0 billion, down $290 million, driven by Card.</p><p><blockquote>信贷损失准备金的净收益为 36 亿美元，其中包括 46 亿美元的准备金释放，反映了宏观经济情景的改善，而上一年的准备金为 45 亿美元。在信用卡的推动下，净冲销为 10 亿美元，减少了 2.9 亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JPM":"摩根大通"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195099187","content_text":"KEY POINTSEarnings: $4.50 per share, vs. $3.10 per share expected by analysts polled by Refinitiv.Revenue: $33.12 billion, vs. $30.52 billion expected.(April 14) JPMorgan Chasereported first-quarter earnings before the opening bell on Wednesday.Here are the numbers:Earnings:$4.50 per share, vs. $3.10 per share expected by analysts polled by Refinitiv.Revenue:$33.12 billion, vs. $30.52 billion expected.Credit costs net benefit of $4.2 billion included $5.2 billion of net reserve releases and $1.1 billion of net charge-offs.Average loans up 1%; average deposits up 36%$1.5 trillion of liquidity sources, including HQLA and unencumbered marketable securitiesAverage deposits up 32%; client investment assets up 44%Average loans down 7%; debit and credit card sales volume up 9%Active mobile customers up 9%Global Investment Banking wallet share of 9.0% in 1Q21Total Markets revenue of $9.1 billion, up 25%, with Fixed Income Markets up 15% and Equity Markets up 47%Gross Investment Banking revenue of $1.1 billion, up 65%Average loans down 2%; average deposits up 54%Assets under management (AUM) of $2.8 trillion, up 28%Average loans up 18%; average deposits up 43%JPMorgan Chase slipped 1% in premarket trading.JPMorgan Chase, the first major bank to report first-quarter earnings, will be closely watched for clues as to how the industry will emerge from the coronavirus pandemic.One key question is whether banks will continue to release loan loss reserves — and the magnitude of those releases — that are no longer needed as the U.S. economic recovery gains pace. In the fourth quarter, JPMorgan beat expectations in part by releasing $2.9 billion in reserves.JPMorgan, with the world's biggest Wall Street division by revenue, is also expected to benefit from robust investment banking fees driven by record issuance of SPACs, the blank check companies that saw more activity in the first quarter than all of 2020, itself a record year. Trading revenue is also expected to be a tailwind in the quarter.Analysts will also be curious about the pace of share repurchases the bank is expected to make. Last month, the Federal Reserve said banks that pass the industry's 2021 stress test will be allowed to resume higher levels of dividend payouts and buybacks starting June 30.Shares of JPMorgan rose 21% so far this year, compared to the 25% advance of the KBW Bank Index.Discussion of Results:Net income was $14.3 billion, up $11.4 billion, predominantly driven by credit reserve releases of $5.2 billion compared to credit reserve builds of $6.8 billion in the prior year.Net revenue of $33.1 billion was up 14%. Noninterest revenue was $20.1 billion, up 39%, driven by higher CIB Markets revenue, higher Investment Banking fees, and the absence of losses in Credit Adjustments and Other and markdowns on held-for-sale positions in the bridge book13 recorded in the prior year. Net interest income was $13.0 billion, down 11%, predominantly driven by the impact of lower rates, partially offset by balance sheet growth.Noninterest expense was $18.7 billion, up 12%, predominantly driven by higher volume- and revenue-related expense and continued investments. The increase in expense also included a $550 million contribution to the Firm’s Foundation.The provision for credit losses was a net benefit of $4.2 billion driven by net reserve releases of $5.2 billion, compared to an expense of $8.3 billion in the prior year predominantly driven by net reserve builds of $6.8 billion. The Consumer reserve release was $4.5 billion, and included a $3.5 billion release in Card, reflecting improvements in the macroeconomic scenarios, and a $625 million reserve release in Home Lending primarily due to improvements in house price index (HPI) expectations and to a lesser extent portfolio run-off. The Wholesale reserve release was $716 million reflecting improvements in the macroeconomic scenarios. Net charge-offs of $1.1 billion were down $412 million, predominantly driven by Card.Discussion of Results:Net income was $6.7 billion, up $6.5 billion, driven by credit reserve releases compared to reserve builds in the prior year. Net revenue was $12.5 billion, down 6%.Consumer & Business Banking net revenue was $5.6 billion, down 10%, driven by the impact of deposit margin compression, largely offset by growth in deposit balances. Home Lending net revenue was $1.5 billion, up 26%, driven by higher production revenue, partially offset by lower net interest income on lower balances. Card & Auto net revenue was $5.4 billion, down 7%, driven by lower Card net interest income on lower balances, partially offset by lower Card acquisition costs and higher Card net interchange income.Noninterest expense was $7.2 billion, down 1%.The provision for credit losses was a net benefit of $3.6 billion, including a $4.6 billion reserve release reflecting improvements in the macroeconomic scenarios compared to a $4.5 billion reserve build in the prior year. Net charge-offs were $1.0 billion, down $290 million, driven by Card.","news_type":1,"symbols_score_info":{"JPM":0.9}},"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":364411363,"gmtCreate":1614869556352,"gmtModify":1703482286245,"author":{"id":"3569277422888666","authorId":"3569277422888666","name":"SolidSnake","avatar":"https://static.tigerbbs.com/29bda221d66b84c5749c370962298d93","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569277422888666","authorIdStr":"3569277422888666"},"themes":[],"title":"","htmlText":"Vested in PLTR. Will ride through this storm together&nbsp;","listText":"Vested in PLTR. Will ride through this storm together&nbsp;","text":"Vested in PLTR. Will ride through this storm together","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/364411363","repostId":"1116029005","repostType":4,"repost":{"id":"1116029005","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614869464,"share":"https://www.laohunote.com/m/news/1116029005?lang=zh_CN&edition=full","pubTime":"2021-03-04 22:51","market":"other","language":"en","title":"Palantir advanced more than 3%<blockquote>Palantir 上涨超过 3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116029005","media":"老虎资讯综合","summary":"Cathie Wood's ARK Investment added nearly 2.7 million shares of Palantir (NYSE: PLTR) on Wednesday a","content":"<p>Cathie Wood's ARK Investment added nearly 2.7 million shares of Palantir (NYSE: PLTR) on Wednesday as well as adding to recent SPAC deals Butterfly Network (NYSE: BFLY) and CM Life Sciences (NASDAQ: CMLF) .</p><p><blockquote>Cathie Wood 的 ARK Investment 周三增持了近 270 万股 Palantir（纽约证券交易所代码：PLTR）股票，并在最近的 SPAC 交易中增加了 Butterfly Network（纽约证券交易所代码：BFLY）和 CM Life Sciences（纳斯达克代码：CMLF）。</blockquote></p><p>The firm also bought more Tesla (NASDAQ: TSLA) and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> (NASDAQ: ZM) shares, among other trades.</p><p><blockquote>该公司还购买了更多特斯拉（纳斯达克股票代码：TSLA）和<a href=\"https://laohu8.com/S/ZM\">缩放</a>（纳斯达克：ZM）股票等交易。</blockquote></p><p>ARK discloses its trades daily M-F. The daily trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Wood is famous for her ultra-bullish call on Tesla and is regarded as having the hottest hand on the Street currently.</p><p><blockquote>方舟每天周五披露其交易。每日交易不是ARK ETF当日交易的综合列表，不包括首次/二次公开发行交易和ETF创建/赎回单位活动。伍德因其在特斯拉上的超看涨看涨期权而闻名，被认为是目前街上最炙手可热的人。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0e93885a69c197604ed718cd79e2c643\" tg-width=\"691\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></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 advanced more than 3%<blockquote>Palantir 上涨超过 3%</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 advanced more than 3%<blockquote>Palantir 上涨超过 3%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-04 22:51</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Cathie Wood's ARK Investment added nearly 2.7 million shares of Palantir (NYSE: PLTR) on Wednesday as well as adding to recent SPAC deals Butterfly Network (NYSE: BFLY) and CM Life Sciences (NASDAQ: CMLF) .</p><p><blockquote>Cathie Wood 的 ARK Investment 周三增持了近 270 万股 Palantir（纽约证券交易所代码：PLTR）股票，并在最近的 SPAC 交易中增加了 Butterfly Network（纽约证券交易所代码：BFLY）和 CM Life Sciences（纳斯达克代码：CMLF）。</blockquote></p><p>The firm also bought more Tesla (NASDAQ: TSLA) and <a href=\"https://laohu8.com/S/ZM\">Zoom</a> (NASDAQ: ZM) shares, among other trades.</p><p><blockquote>该公司还购买了更多特斯拉（纳斯达克股票代码：TSLA）和<a href=\"https://laohu8.com/S/ZM\">缩放</a>（纳斯达克：ZM）股票等交易。</blockquote></p><p>ARK discloses its trades daily M-F. The daily trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Wood is famous for her ultra-bullish call on Tesla and is regarded as having the hottest hand on the Street currently.</p><p><blockquote>方舟每天周五披露其交易。每日交易不是ARK ETF当日交易的综合列表，不包括首次/二次公开发行交易和ETF创建/赎回单位活动。伍德因其在特斯拉上的超看涨看涨期权而闻名，被认为是目前街上最炙手可热的人。</blockquote></p><p><img src=\"https://static.tigerbbs.com/0e93885a69c197604ed718cd79e2c643\" tg-width=\"691\" tg-height=\"498\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116029005","content_text":"Cathie Wood's ARK Investment added nearly 2.7 million shares of Palantir (NYSE: PLTR) on Wednesday as well as adding to recent SPAC deals Butterfly Network (NYSE: BFLY) and CM Life Sciences (NASDAQ: CMLF) .The firm also bought more Tesla (NASDAQ: TSLA) and Zoom (NASDAQ: ZM) shares, among other trades.ARK discloses its trades daily M-F. The daily trades are not comprehensive lists of a day's trades for the ARK ETFs and exclude initial/secondary public offering transactions and ETF Creation/Redemption Unit activity. Wood is famous for her ultra-bullish call on Tesla and is regarded as having the hottest hand on the Street currently.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}