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LEngLEng

LEngLEng

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2021-12-20

$IFAST CORPORATION LTD.(AIY.SI)$$7.50? 🤔

2021-12-16

$Pfizer(PFE)$👏🏻 Keep gg up!

2021-11-29

Great!

Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>

2021-11-12

$AEM HOLDINGS LTD(AWX.SI)$Wow…👍🏼 Any good news for today bull run?

2021-11-03

Good!

抱歉，原内容已删除

2021-11-01

$AEM HOLDINGS LTD(AWX.SI)$Mthly post. Waiting it to take off 🚀 to the next level😎

2021-10-03

Good news 👍🏼

抱歉，原内容已删除

2021-10-03

In watchlist

抱歉，原内容已删除

2021-10-01

$SHENG SIONG GROUP LTD(OV8.SI)$Be clam

2021-09-30

$AEM HOLDINGS LTD(AWX.SI)$Mthly post.time to accumulate?

2021-09-22

[Strong]

抱歉，原内容已删除

2021-09-17

$AEM HOLDINGS LTD(AWX.SI)$Good movemen finally 🤩

2021-09-06

$AEM HOLDINGS LTD(AWX.SI)$Add in some more for dividends and growth [Happy]

2021-09-06

$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$Good sign[Smile]

2021-08-31

$AEM HOLDINGS LTD(AWX.SI)$[Great] [Applaud]

2021-08-27

[Doubt] Hmm….anyway invest safety and happy

抱歉，原内容已删除

2021-08-26

[Wow] [Happy]

Apple Has 2 Secret Weapons. No, They're Not New iPhones.<blockquote>苹果有两个秘密武器。不，它们不是新的iPhones。</blockquote>

2021-08-23

$AEM HOLDINGS LTD(AWX.SI)$Monthly posting.Stay strong [Strong]

2021-07-29

$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$Today see some good sign 👏🏻hopefully will continue this up trend 🙏🏻

2021-07-23

$AEM HOLDINGS LTD(AWX.SI)$Steady!

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href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>$7.50? 🤔","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>$7.50? 🤔","text":"$IFAST CORPORATION LTD.(AIY.SI)$$7.50? 🤔","images":[{"img":"https://static.tigerbbs.com/54e5e42853b745936f11f12a89fba6b7","width":"750","height":"1687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693319960","isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":690236166,"gmtCreate":1639668541645,"gmtModify":1639668564381,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>👏🏻 Keep gg up!","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>👏🏻 Keep gg up!","text":"$Pfizer(PFE)$👏🏻 Keep gg up!","images":[{"img":"https://static.tigerbbs.com/93f1b8a0fa8decc2bbbbcfdff64c20fc","width":"750","height":"2214"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690236166","isVote":1,"tweetType":1,"viewCount":1936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600222582,"gmtCreate":1638161340954,"gmtModify":1638161341059,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600222582","repostId":"1119853738","repostType":2,"repost":{"id":"1119853738","kind":"news","pubTimestamp":1638153494,"share":"https://www.laohu8.com/m/news/1119853738?lang=zh_CN&edition=full","pubTime":"2021-11-29 10:38","market":"us","language":"en","title":"Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119853738","media":"Motley Fool","summary":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday","content":"<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及一种基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</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>Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</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\">2021-11-29 10:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及一种基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/\">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":{"NVAX":"诺瓦瓦克斯医药","PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119853738","content_text":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.\nWhile there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.\nHow should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers Moderna(NASDAQ:MRNA),Pfizer(NYSE:PFE), and Novavax(NASDAQ:NVAX) all vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.\nThe pandemic's latest twist makes these three stocks screaming buys\nModerna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.\nPfizer, for its part, said that its BioNTech-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.\nWhy are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.\nWhile Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.\nOn the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have dipped in the back half of 2021 in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.\nWhat's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.\nIn short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879160532,"gmtCreate":1636691198526,"gmtModify":1636691198821,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Wow…👍🏼&nbsp;Any good news for today bull run?","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Wow…👍🏼&nbsp;Any good news for today bull run?","text":"$AEM HOLDINGS LTD(AWX.SI)$Wow…👍🏼 Any good news for today bull run?","images":[{"img":"https://static.tigerbbs.com/40bd68542e08820e79726dd8a908399e","width":"750","height":"1460"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879160532","isVote":1,"tweetType":1,"viewCount":3619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841868505,"gmtCreate":1635901814533,"gmtModify":1635901814635,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841868505","repostId":"2180317907","repostType":4,"isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849716290,"gmtCreate":1635777201783,"gmtModify":1635777201905,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Mthly post. Waiting it&nbsp;to take off 🚀 to the next level😎","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Mthly post. Waiting it&nbsp;to take off 🚀 to the next level😎","text":"$AEM HOLDINGS LTD(AWX.SI)$Mthly post. Waiting it to take off 🚀 to the next level😎","images":[{"img":"https://static.tigerbbs.com/afd266c898bf375788296b0288cd17a8","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849716290","isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867867793,"gmtCreate":1633238742969,"gmtModify":1633238743117,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"Good news 👍🏼&nbsp;","listText":"Good news 👍🏼&nbsp;","text":"Good news 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[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810408693","repostId":"1125030506","repostType":4,"repost":{"id":"1125030506","kind":"news","pubTimestamp":1629961067,"share":"https://www.laohu8.com/m/news/1125030506?lang=zh_CN&edition=full","pubTime":"2021-08-26 14:57","market":"us","language":"en","title":"Apple Has 2 Secret Weapons. No, They're Not New iPhones.<blockquote>苹果有两个秘密武器。不，它们不是新的iPhones。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125030506","media":"Barrons","summary":"For Apple investors, the focus over the next few weeks is going to be the next generation iPhone, li","content":"<p>For Apple investors, the focus over the next few weeks is going to be the next generation iPhone, likely to be introduced sometime next month. But the company has other levers to drive growth, and not all of them involve hardware.</p><p><blockquote>对于苹果投资者来说，未来几周的焦点将是下一代iPhone，它可能会在下个月某个时候推出。但该公司还有其他推动增长的杠杆，而且并非所有杠杆都涉及硬件。</blockquote></p><p> In particular,Apple(ticker: AAPL) has a substantial and growing opportunity in advertising and search revenue. A pair of research notes from the Street on Wednesday highlight how both areas should provide a material boost to top-line growth in the months and years ahead — while also noting a few associated risks.</p><p><blockquote>特别是，苹果（股票代码：AAPL）在广告和搜索收入方面拥有巨大且不断增长的机会。华尔街周三发布的两份研究报告强调了这两个领域应该如何在未来几个月和几年为营收增长提供实质性推动，同时也指出了一些相关风险。</blockquote></p><p> In a new report, Evercore ISI analyst Amit Daryanani dove into Apple’s growing opportunity in advertising, and he likes what he found. Daryanani thinks Apple’s ad business can grow to $20 billion in the September 2025 fiscal year, from an estimated $2 billion in fiscal 2020, most of that from App Store ads.</p><p><blockquote>在一份新报告中，Evercore ISI分析师Amit Daryanani深入探讨了苹果在广告领域不断增长的机会，他喜欢自己的发现。Daryanani认为，到2025年9月财年，苹果的广告业务可能会从2020财年的估计20亿美元增长到200亿美元，其中大部分来自App Store广告。</blockquote></p><p> He notes that the projected growth would be similar to that of&nbsp;Amazon’s(AMZN) ad business, which has expanded to about $20 billion from about $3 billion over a four-year span. Daryanani asserts that ads could account for as much as 9% of Apple’s earnings per share in fiscal 2025 if the business hits his target.</p><p><blockquote>他指出，预计的增长将与亚马逊(AMZN)广告业务的增长类似，该业务在四年内已从约30亿美元扩大到约200亿美元。Daryanani声称，如果业务达到他的目标，ads可能占苹果2025财年每股收益的9%。</blockquote></p><p> “Apple’s advertising business remains an underappreciated lever for upside as we go forward and provides them with a unique way to ensure consumer privacy is upheld, but also further enhance the monetization mechanisms,” Daryanani writes in a research note.</p><p><blockquote>达里亚纳尼在一份研究报告中写道：“随着我们的前进，苹果的广告业务仍然是一个未被充分重视的上升杠杆，并为他们提供了一种独特的方式来确保消费者隐私得到维护，同时也进一步增强了货币化机制。”</blockquote></p><p> Under Apple’s “App Tracking Transparency” program, apps must ask for permission before tracking user activity across other companies’ apps and websites. The program has been positioned as a privacy measure, but has the secondary effect of shifting more ad dollars to Apple’s own advertising platform.</p><p><blockquote>根据苹果的“应用程序跟踪透明度”计划，应用程序在跟踪其他公司应用程序和网站的用户活动之前必须获得许可。该计划被定位为隐私措施，但具有将更多广告收入转移到苹果自己的广告平台的次要效果。</blockquote></p><p> Daryanani sees the biggest opportunity in shifting the App Store ad platform to content discovery, not just content delivery — ads offer a way for app developers to attract customers, in the same way that Amazon ads help sellers cut through the clutter to lure shoppers. And he sees additional advertising opportunities in Apple Maps and Apple TV+, among other places.</p><p><blockquote>Daryanani认为最大的机会是将App Store广告平台转向内容发现，而不仅仅是内容交付——广告为应用开发者提供了一种吸引客户的方式，就像亚马逊广告帮助卖家减少混乱以吸引购物者一样。他在苹果地图和苹果TV+等地方看到了更多的广告机会。</blockquote></p><p> “Advertising is a great growth opportunity for Apple and their tremendous installed base gives them a competitive advantage that they have not effectively exploited in the past,” he adds. “Recent actions indicate this is set to change as Apple looks to capture its fair share of a $1 trillion market.”</p><p><blockquote>“广告对苹果来说是一个巨大的增长机会，他们庞大的安装基础为他们提供了过去没有有效利用的竞争优势，”他补充道。“最近的行动表明，随着苹果希望在1万亿美元的市场中占据公平份额，这种情况将会改变。”</blockquote></p><p> Daryanani is not the only analyst that sees potential expansion in the Apple ad business. Earlier this month,Bernstein analyst Toni Sacconaghi wrote a long research note on the same topic; his conclusion was that ads could be a $7 billion to $10 billion business for Apple in fiscal 2023 or 2024. He noted that growth drivers for the Apple ad business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the App Store in May. Sacconaghi also pointed out that Apple generates very modest revenue today — likely under $500 million a year — from ads in the Apple News and Stocks apps. Daryanani echoed all of those points in his report.</p><p><blockquote>Daryanani并不是唯一一位看到苹果广告业务潜在扩张的分析师。本月早些时候，伯恩斯坦分析师托尼·萨科纳吉（Toni Sacconaghi）就同一主题撰写了一篇长篇研究报告；他的结论是，在2023或2024财年，广告可能成为苹果70亿至100亿美元的业务。他指出，苹果广告业务的增长动力包括6月份在中国增加的搜索广告、更高的广告负载以及5月份在App Store引入横幅广告。萨科纳吉还指出，苹果目前从苹果新闻和股票应用程序中的广告中产生的收入非常有限，每年可能不到5亿美元。Daryanani在他的报告中呼应了所有这些观点。</blockquote></p><p> Meanwhile, in a new note on Wednesday, Sacconaghi turns his attention to Apple’s search relationship with Google, a unit of&nbsp;Alphabet(GOOGL). Google pays Apple a substantial annual fee to be the default search engine on the iPhone — a relationship that has drawn the attention of the Justice Department, which last year filed suit against Google for monopolizing its control of the search market,specifically citing the Apple deal in the complaint.</p><p><blockquote>与此同时，在周三的一份新报告中，萨科纳吉将注意力转向了苹果与Alphabet（GOOGL）旗下谷歌的搜索关系。谷歌向苹果支付了一大笔年费，成为iPhone的默认搜索引擎——这种关系引起了司法部的注意，司法部去年起诉谷歌垄断了搜索市场的控制权，特别是在诉状中引用了苹果的交易。</blockquote></p><p> Neither Apple nor Google has been transparent about the terms of their relationship. Sacconaghi this morning writes that he now thinks Google’s payments to Apple in fiscal 2020 were $10 billion, higher than his previous estimate of $8 billion. And he thinks the payment could jump to $15 billion in fiscal 2021, driving up Apple’s services revenue, and contributing an estimated 9% of Apple’s overall gross profits. He estimates that 39% of Google’s traffic acquisition costs this year will go to Apple, up from an estimated 13% in 2013.</p><p><blockquote>苹果和谷歌都没有公开他们的关系条款。萨科纳吉今天早上写道，他现在认为谷歌在2020财年向苹果支付的款项为100亿美元，高于他之前估计的80亿美元。他认为，到2021财年，这笔付款可能会跃升至150亿美元，从而推高苹果的服务收入，并贡献苹果整体毛利润的约9%。他估计，谷歌今年39%的流量获取成本将流向苹果，高于2013年估计的13%。</blockquote></p><p> Search is really the largest advertising pool for Apple. Sacconaghi estimates that Apple’s overall revenue from advertising in fiscal 2020 was $12.4 billion – and that $10 billion of that came from the company’s search relationship with Google.</p><p><blockquote>搜索确实是苹果最大的广告池。Sacconaghi估计，苹果2020财年的广告总收入为124亿美元，其中100亿美元来自该公司与谷歌的搜索关系。</blockquote></p><p> Sacconaghi sees some risk in Apple’s growing connection with Google. For one thing, there is regulatory focus on the situation – although he thinks any conclusion of the Justice Department lawsuit is “years away,” he sees a potential 4% to 5% risk to Apple’s profits from an adverse ruling. He also thinks there is some risk that Google could choose to stop paying Apple, or look to renegotiate the terms of its deal and pay less.</p><p><blockquote>萨科纳吉认为苹果与谷歌日益增长的联系存在一些风险。一方面，监管机构正在关注这种情况——尽管他认为司法部诉讼的任何结论“还需要数年时间”，但他认为不利裁决可能会给苹果的利润带来4%至5%的潜在风险。他还认为，谷歌可能会选择停止向苹果付款，或者寻求重新谈判交易条款并减少付款，这存在一定的风险。</blockquote></p><p></p><p> Sacconaghi says Google pays up for the deal in part to ensure&nbsp;Microsoft(MSFT) — the only real rival for Google in search — does not outbid it. But he also says that with payments to Apple likely to approach $20 billion in fiscal 2022, “it is not implausible that Google could revisit its strategy.”</p><p><blockquote>萨科纳吉表示，谷歌支付这笔交易的部分原因是为了确保微软（MSFT）——谷歌在搜索领域唯一真正的竞争对手——的出价不会高于它。但他也表示，由于2022财年向苹果支付的款项可能接近200亿美元，“谷歌重新审视其战略并非不可能。”</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>Apple Has 2 Secret Weapons. No, They're Not New iPhones.<blockquote>苹果有两个秘密武器。不，它们不是新的iPhones。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Has 2 Secret Weapons. No, They're Not New iPhones.<blockquote>苹果有两个秘密武器。不，它们不是新的iPhones。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-26 14:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>For Apple investors, the focus over the next few weeks is going to be the next generation iPhone, likely to be introduced sometime next month. But the company has other levers to drive growth, and not all of them involve hardware.</p><p><blockquote>对于苹果投资者来说，未来几周的焦点将是下一代iPhone，它可能会在下个月某个时候推出。但该公司还有其他推动增长的杠杆，而且并非所有杠杆都涉及硬件。</blockquote></p><p> In particular,Apple(ticker: AAPL) has a substantial and growing opportunity in advertising and search revenue. A pair of research notes from the Street on Wednesday highlight how both areas should provide a material boost to top-line growth in the months and years ahead — while also noting a few associated risks.</p><p><blockquote>特别是，苹果（股票代码：AAPL）在广告和搜索收入方面拥有巨大且不断增长的机会。华尔街周三发布的两份研究报告强调了这两个领域应该如何在未来几个月和几年为营收增长提供实质性推动，同时也指出了一些相关风险。</blockquote></p><p> In a new report, Evercore ISI analyst Amit Daryanani dove into Apple’s growing opportunity in advertising, and he likes what he found. Daryanani thinks Apple’s ad business can grow to $20 billion in the September 2025 fiscal year, from an estimated $2 billion in fiscal 2020, most of that from App Store ads.</p><p><blockquote>在一份新报告中，Evercore ISI分析师Amit Daryanani深入探讨了苹果在广告领域不断增长的机会，他喜欢自己的发现。Daryanani认为，到2025年9月财年，苹果的广告业务可能会从2020财年的估计20亿美元增长到200亿美元，其中大部分来自App Store广告。</blockquote></p><p> He notes that the projected growth would be similar to that of&nbsp;Amazon’s(AMZN) ad business, which has expanded to about $20 billion from about $3 billion over a four-year span. Daryanani asserts that ads could account for as much as 9% of Apple’s earnings per share in fiscal 2025 if the business hits his target.</p><p><blockquote>他指出，预计的增长将与亚马逊(AMZN)广告业务的增长类似，该业务在四年内已从约30亿美元扩大到约200亿美元。Daryanani声称，如果业务达到他的目标，ads可能占苹果2025财年每股收益的9%。</blockquote></p><p> “Apple’s advertising business remains an underappreciated lever for upside as we go forward and provides them with a unique way to ensure consumer privacy is upheld, but also further enhance the monetization mechanisms,” Daryanani writes in a research note.</p><p><blockquote>达里亚纳尼在一份研究报告中写道：“随着我们的前进，苹果的广告业务仍然是一个未被充分重视的上升杠杆，并为他们提供了一种独特的方式来确保消费者隐私得到维护，同时也进一步增强了货币化机制。”</blockquote></p><p> Under Apple’s “App Tracking Transparency” program, apps must ask for permission before tracking user activity across other companies’ apps and websites. The program has been positioned as a privacy measure, but has the secondary effect of shifting more ad dollars to Apple’s own advertising platform.</p><p><blockquote>根据苹果的“应用程序跟踪透明度”计划，应用程序在跟踪其他公司应用程序和网站的用户活动之前必须获得许可。该计划被定位为隐私措施，但具有将更多广告收入转移到苹果自己的广告平台的次要效果。</blockquote></p><p> Daryanani sees the biggest opportunity in shifting the App Store ad platform to content discovery, not just content delivery — ads offer a way for app developers to attract customers, in the same way that Amazon ads help sellers cut through the clutter to lure shoppers. And he sees additional advertising opportunities in Apple Maps and Apple TV+, among other places.</p><p><blockquote>Daryanani认为最大的机会是将App Store广告平台转向内容发现，而不仅仅是内容交付——广告为应用开发者提供了一种吸引客户的方式，就像亚马逊广告帮助卖家减少混乱以吸引购物者一样。他在苹果地图和苹果TV+等地方看到了更多的广告机会。</blockquote></p><p> “Advertising is a great growth opportunity for Apple and their tremendous installed base gives them a competitive advantage that they have not effectively exploited in the past,” he adds. “Recent actions indicate this is set to change as Apple looks to capture its fair share of a $1 trillion market.”</p><p><blockquote>“广告对苹果来说是一个巨大的增长机会，他们庞大的安装基础为他们提供了过去没有有效利用的竞争优势，”他补充道。“最近的行动表明，随着苹果希望在1万亿美元的市场中占据公平份额，这种情况将会改变。”</blockquote></p><p> Daryanani is not the only analyst that sees potential expansion in the Apple ad business. Earlier this month,Bernstein analyst Toni Sacconaghi wrote a long research note on the same topic; his conclusion was that ads could be a $7 billion to $10 billion business for Apple in fiscal 2023 or 2024. He noted that growth drivers for the Apple ad business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the App Store in May. Sacconaghi also pointed out that Apple generates very modest revenue today — likely under $500 million a year — from ads in the Apple News and Stocks apps. Daryanani echoed all of those points in his report.</p><p><blockquote>Daryanani并不是唯一一位看到苹果广告业务潜在扩张的分析师。本月早些时候，伯恩斯坦分析师托尼·萨科纳吉（Toni Sacconaghi）就同一主题撰写了一篇长篇研究报告；他的结论是，在2023或2024财年，广告可能成为苹果70亿至100亿美元的业务。他指出，苹果广告业务的增长动力包括6月份在中国增加的搜索广告、更高的广告负载以及5月份在App Store引入横幅广告。萨科纳吉还指出，苹果目前从苹果新闻和股票应用程序中的广告中产生的收入非常有限，每年可能不到5亿美元。Daryanani在他的报告中呼应了所有这些观点。</blockquote></p><p> Meanwhile, in a new note on Wednesday, Sacconaghi turns his attention to Apple’s search relationship with Google, a unit of&nbsp;Alphabet(GOOGL). Google pays Apple a substantial annual fee to be the default search engine on the iPhone — a relationship that has drawn the attention of the Justice Department, which last year filed suit against Google for monopolizing its control of the search market,specifically citing the Apple deal in the complaint.</p><p><blockquote>与此同时，在周三的一份新报告中，萨科纳吉将注意力转向了苹果与Alphabet（GOOGL）旗下谷歌的搜索关系。谷歌向苹果支付了一大笔年费，成为iPhone的默认搜索引擎——这种关系引起了司法部的注意，司法部去年起诉谷歌垄断了搜索市场的控制权，特别是在诉状中引用了苹果的交易。</blockquote></p><p> Neither Apple nor Google has been transparent about the terms of their relationship. Sacconaghi this morning writes that he now thinks Google’s payments to Apple in fiscal 2020 were $10 billion, higher than his previous estimate of $8 billion. And he thinks the payment could jump to $15 billion in fiscal 2021, driving up Apple’s services revenue, and contributing an estimated 9% of Apple’s overall gross profits. He estimates that 39% of Google’s traffic acquisition costs this year will go to Apple, up from an estimated 13% in 2013.</p><p><blockquote>苹果和谷歌都没有公开他们的关系条款。萨科纳吉今天早上写道，他现在认为谷歌在2020财年向苹果支付的款项为100亿美元，高于他之前估计的80亿美元。他认为，到2021财年，这笔付款可能会跃升至150亿美元，从而推高苹果的服务收入，并贡献苹果整体毛利润的约9%。他估计，谷歌今年39%的流量获取成本将流向苹果，高于2013年估计的13%。</blockquote></p><p> Search is really the largest advertising pool for Apple. Sacconaghi estimates that Apple’s overall revenue from advertising in fiscal 2020 was $12.4 billion – and that $10 billion of that came from the company’s search relationship with Google.</p><p><blockquote>搜索确实是苹果最大的广告池。Sacconaghi估计，苹果2020财年的广告总收入为124亿美元，其中100亿美元来自该公司与谷歌的搜索关系。</blockquote></p><p> Sacconaghi sees some risk in Apple’s growing connection with Google. For one thing, there is regulatory focus on the situation – although he thinks any conclusion of the Justice Department lawsuit is “years away,” he sees a potential 4% to 5% risk to Apple’s profits from an adverse ruling. He also thinks there is some risk that Google could choose to stop paying Apple, or look to renegotiate the terms of its deal and pay less.</p><p><blockquote>萨科纳吉认为苹果与谷歌日益增长的联系存在一些风险。一方面，监管机构正在关注这种情况——尽管他认为司法部诉讼的任何结论“还需要数年时间”，但他认为不利裁决可能会给苹果的利润带来4%至5%的潜在风险。他还认为，谷歌可能会选择停止向苹果付款，或者寻求重新谈判交易条款并减少付款，这存在一定的风险。</blockquote></p><p></p><p> Sacconaghi says Google pays up for the deal in part to ensure&nbsp;Microsoft(MSFT) — the only real rival for Google in search — does not outbid it. But he also says that with payments to Apple likely to approach $20 billion in fiscal 2022, “it is not implausible that Google could revisit its strategy.”</p><p><blockquote>萨科纳吉表示，谷歌支付这笔交易的部分原因是为了确保微软（MSFT）——谷歌在搜索领域唯一真正的竞争对手——的出价不会高于它。但他也表示，由于2022财年向苹果支付的款项可能接近200亿美元，“谷歌重新审视其战略并非不可能。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apples-secret-weapons-advertising-search-51629906248?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apples-secret-weapons-advertising-search-51629906248?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125030506","content_text":"For Apple investors, the focus over the next few weeks is going to be the next generation iPhone, likely to be introduced sometime next month. But the company has other levers to drive growth, and not all of them involve hardware.\nIn particular,Apple(ticker: AAPL) has a substantial and growing opportunity in advertising and search revenue. A pair of research notes from the Street on Wednesday highlight how both areas should provide a material boost to top-line growth in the months and years ahead — while also noting a few associated risks.\nIn a new report, Evercore ISI analyst Amit Daryanani dove into Apple’s growing opportunity in advertising, and he likes what he found. Daryanani thinks Apple’s ad business can grow to $20 billion in the September 2025 fiscal year, from an estimated $2 billion in fiscal 2020, most of that from App Store ads.\nHe notes that the projected growth would be similar to that of Amazon’s(AMZN) ad business, which has expanded to about $20 billion from about $3 billion over a four-year span. Daryanani asserts that ads could account for as much as 9% of Apple’s earnings per share in fiscal 2025 if the business hits his target.\n“Apple’s advertising business remains an underappreciated lever for upside as we go forward and provides them with a unique way to ensure consumer privacy is upheld, but also further enhance the monetization mechanisms,” Daryanani writes in a research note.\nUnder Apple’s “App Tracking Transparency” program, apps must ask for permission before tracking user activity across other companies’ apps and websites. The program has been positioned as a privacy measure, but has the secondary effect of shifting more ad dollars to Apple’s own advertising platform.\nDaryanani sees the biggest opportunity in shifting the App Store ad platform to content discovery, not just content delivery — ads offer a way for app developers to attract customers, in the same way that Amazon ads help sellers cut through the clutter to lure shoppers. And he sees additional advertising opportunities in Apple Maps and Apple TV+, among other places.\n“Advertising is a great growth opportunity for Apple and their tremendous installed base gives them a competitive advantage that they have not effectively exploited in the past,” he adds. “Recent actions indicate this is set to change as Apple looks to capture its fair share of a $1 trillion market.”\nDaryanani is not the only analyst that sees potential expansion in the Apple ad business. Earlier this month,Bernstein analyst Toni Sacconaghi wrote a long research note on the same topic; his conclusion was that ads could be a $7 billion to $10 billion business for Apple in fiscal 2023 or 2024. He noted that growth drivers for the Apple ad business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the App Store in May. Sacconaghi also pointed out that Apple generates very modest revenue today — likely under $500 million a year — from ads in the Apple News and Stocks apps. Daryanani echoed all of those points in his report.\nMeanwhile, in a new note on Wednesday, Sacconaghi turns his attention to Apple’s search relationship with Google, a unit of Alphabet(GOOGL). Google pays Apple a substantial annual fee to be the default search engine on the iPhone — a relationship that has drawn the attention of the Justice Department, which last year filed suit against Google for monopolizing its control of the search market,specifically citing the Apple deal in the complaint.\nNeither Apple nor Google has been transparent about the terms of their relationship. Sacconaghi this morning writes that he now thinks Google’s payments to Apple in fiscal 2020 were $10 billion, higher than his previous estimate of $8 billion. And he thinks the payment could jump to $15 billion in fiscal 2021, driving up Apple’s services revenue, and contributing an estimated 9% of Apple’s overall gross profits. He estimates that 39% of Google’s traffic acquisition costs this year will go to Apple, up from an estimated 13% in 2013.\nSearch is really the largest advertising pool for Apple. Sacconaghi estimates that Apple’s overall revenue from advertising in fiscal 2020 was $12.4 billion – and that $10 billion of that came from the company’s search relationship with Google.\nSacconaghi sees some risk in Apple’s growing connection with Google. For one thing, there is regulatory focus on the situation – although he thinks any conclusion of the Justice Department lawsuit is “years away,” he sees a potential 4% to 5% risk to Apple’s profits from an adverse ruling. He also thinks there is some risk that Google could choose to stop paying Apple, or look to renegotiate the terms of its deal and pay less.\nSacconaghi says Google pays up for the deal in part to ensure Microsoft(MSFT) — the only real rival for Google in search — does not outbid it. But he also says that with payments to Apple likely to approach $20 billion in fiscal 2022, “it is not implausible that Google could revisit its strategy.”","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835197454,"gmtCreate":1629691736178,"gmtModify":1631884832178,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Monthly posting.Stay strong [Strong]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Monthly posting.Stay strong [Strong]&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Monthly posting.Stay strong [Strong]","images":[{"img":"https://static.tigerbbs.com/b3688fc4c3381dfc97dce7dd9f556469","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835197454","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801427753,"gmtCreate":1627529662172,"gmtModify":1631888509576,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BN2.SI\">$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$</a>Today see some good sign 👏🏻hopefully will continue this&nbsp;up trend 🙏🏻","listText":"<a href=\"https://laohu8.com/S/BN2.SI\">$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$</a>Today see some good sign 👏🏻hopefully will continue this&nbsp;up trend 🙏🏻","text":"$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$Today see some good sign 👏🏻hopefully will continue this up trend 🙏🏻","images":[{"img":"https://static.tigerbbs.com/1021ee6d079976011a235cdf49ff7a9e","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801427753","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":175342533,"gmtCreate":1627009500522,"gmtModify":1631884832524,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569379973417395","authorIdStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Steady!","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Steady!","text":"$AEM HOLDINGS LTD(AWX.SI)$Steady!","images":[{"img":"https://static.tigerbbs.com/831b693cb584a7ca50774100e79b14d2","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175342533","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":867156183,"gmtCreate":1633229456797,"gmtModify":1633229456988,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"In watchlist&nbsp;","listText":"In watchlist&nbsp;","text":"In watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/867156183","repostId":"2172964534","repostType":4,"isVote":1,"tweetType":1,"viewCount":3314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817054557,"gmtCreate":1630893031079,"gmtModify":1631888509526,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BN2.SI\">$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$</a>Good sign[Smile]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BN2.SI\">$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$</a>Good sign[Smile]&nbsp;","text":"$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$Good sign[Smile]","images":[{"img":"https://static.tigerbbs.com/203df5e054aeb7157d1c6bbf9e646794","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/817054557","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":131112568,"gmtCreate":1621834930654,"gmtModify":1631884833298,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Am bullish on you!","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Am bullish on you!","text":"$AEM HOLDINGS LTD(AWX.SI)$Am bullish on you!","images":[{"img":"https://static.tigerbbs.com/64d559b1e5118bc60d5f92a39ae3a08e","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/131112568","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":817974037,"gmtCreate":1630902381929,"gmtModify":1631884832049,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Add in some more for dividends and growth [Happy]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Add in some more for dividends and growth [Happy]&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Add in some more for dividends and growth [Happy]","images":[{"img":"https://static.tigerbbs.com/0c0a0b98fc9d94e98c946b89e06d20c7","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/817974037","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":819013498,"gmtCreate":1630022026814,"gmtModify":1704954635067,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"[Doubt]&nbsp; Hmm….anyway&nbsp;invest safety and happy","listText":"[Doubt]&nbsp; Hmm….anyway&nbsp;invest safety and happy","text":"[Doubt] Hmm….anyway invest safety and happy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/819013498","repostId":"2162057566","repostType":4,"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600222582,"gmtCreate":1638161340954,"gmtModify":1638161341059,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600222582","repostId":"1119853738","repostType":2,"repost":{"id":"1119853738","kind":"news","pubTimestamp":1638153494,"share":"https://www.laohu8.com/m/news/1119853738?lang=zh_CN&edition=full","pubTime":"2021-11-29 10:38","market":"us","language":"en","title":"Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119853738","media":"Motley Fool","summary":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday","content":"<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及一种基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</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>Moderna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna, Pfizer, and Novavax Are Must-Own Stocks This Week<blockquote>Moderna、辉瑞和Novavax是本周必须持有的股票</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\">2021-11-29 10:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.</p><p><blockquote>上周五，新出现的奥密克戎冠状病毒变种震惊了美国股市。奥密克戎让世界感到紧张，因为其独特的突变组合可能会显着降低第一代COVID-19疫苗的有效性。</blockquote></p><p> While there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.</p><p><blockquote>虽然还没有足够的数据对奥密克戎变种的严重性得出任何明确的结论，但世界各地的政界人士很快做出反应，周末对几个非洲国家实施了旅行禁令和限制。这些快速的旅行限制非常清楚地表明，全球疫情及其对世界经济的影响远未结束。</blockquote></p><p> How should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers&nbsp;<b>Moderna</b>(NASDAQ:MRNA),<b>Pfizer</b>(NYSE:PFE), and&nbsp;<b>Novavax</b>(NASDAQ:NVAX)&nbsp;all&nbsp;vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.</p><p><blockquote>投资者应该如何保护他们的投资组合免受全球供应链、国际旅行和公共卫生的最新威胁？答案似乎很简单：疫苗库存。黑色星期五，顶级COVID-19疫苗开发商的股票<b>现代</b>（纳斯达克：MRNA），<b>辉瑞</b>（纽约证券交易所代码：PFE），以及<b>Novavax</b>（纳斯达克：NVAX）全部走高。这就是为什么这三只生物制药股寻求在下周及以后继续北上。</blockquote></p><p> The pandemic's latest twist makes these three stocks screaming buys</p><p><blockquote>疫情的最新转折让这三只股票尖叫买入</blockquote></p><p> Moderna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.</p><p><blockquote>由于对奥密克戎变种的快速反应，Moderna、辉瑞和Novavax的股价在周五假期缩短的交易时段均大幅上涨。具体来说，Moderna宣布，它正在研究一种奥密克戎特异性疫苗，以及一种基于其目前授权的COVID-19疫苗的独特加强注射方案，这可能会针对这种新变种提供更高水平的免疫保护。</blockquote></p><p> Pfizer, for its part, said that its&nbsp;<b>BioNTech</b>-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.</p><p><blockquote>辉瑞则表示，其<b>BioNTech</b>-合作的COVID-19疫苗可以很容易地适应奥密克戎变种，并在100天内准备好使用——也就是说，如果其疫苗的原始版本无法提供足够的保护。Novavax上周五还提供了其奥密克戎疫苗战略的最新情况，该生物技术公司表示，计划在未来几周内准备好一种针对奥密克戎的疫苗进行测试和生产。</blockquote></p><p> Why are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.</p><p><blockquote>为什么这些奥密克戎定制的疫苗对其开发者来说是一个巨大的积极因素？在这一消息发布之前，Moderna和辉瑞/BioNTech的信使RNA(mRNA)疫苗似乎都处于商业保质期的后端。因此，Moderna的股价本月早些时候出现了明显的下跌趋势。对更有效的加强注射和潜在的变异特异性疫苗的突然需求应该会使Moderna的营收在2022年朝着正确的方向发展，这应该会在今年剩余时间里点燃该生物技术公司的股价。</blockquote></p><p> While Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.</p><p><blockquote>虽然辉瑞的股价最近并没有因为其口服冠状病毒药物而下跌，但这家制药巨头现在可能会受益于又一年异常强劲的COVID-19疫苗销售。反过来，辉瑞的股价可能会在2022年继续创下历史新高。</blockquote></p><p> On the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have&nbsp;dipped in the back half of 2021&nbsp;in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.</p><p><blockquote>在ledger的Novavax方面，该生物技术公司的股价目前较52周高点下跌了31%。由于制造问题、监管延误以及投资者越来越担心该公司可能只是错过了机会，这家疫苗专家的股价在2021年下半年下跌。</blockquote></p><p> What's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.</p><p><blockquote>重要的是要了解Novavax的COVID-19疫苗是基于蛋白质的，这可能会吸引许多对尖端mRNA疫苗犹豫不决的人。因此，随着Novavax在非常重要的美国市场慢慢完成监管程序，这种新变种应该会保持对Novavax替代疫苗的潜在需求偏高。</blockquote></p><p> In short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.</p><p><blockquote>简而言之，Moderna、辉瑞和Novavax都有望从其独特的疫苗开发能力中受益匪浅，这使得它们的股票本周受到了极其强劲的买入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/\">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":{"NVAX":"诺瓦瓦克斯医药","PFE":"辉瑞","MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/11/28/moderna-pfizer-and-novavax-are-must-own-stocks-thi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119853738","content_text":"The newly emerged omicron coronavirus variant sent shockwaves through U.S. stock markets last Friday. Omicron has the world on edge because of its unique combination of mutations that might significantly reduce the effectiveness of first-generation COVID-19 vaccines.\nWhile there simply isn't enough data to draw any firm conclusions about the seriousness of the omicron variant yet, politicians across the world were quick to react by imposing travel bans and restrictions on several African nations over the weekend. These rapid-fire travel restrictions make it abundantly clear that the global pandemic -- and its effects on the world economy -- are far from over.\nHow should investors protect their portfolios from this latest threat to global supply chains, international travel, and public health? The answer appears to be simple enough: vaccine stocks. On Black Friday, shares of the top COVID-19 vaccine developers Moderna(NASDAQ:MRNA),Pfizer(NYSE:PFE), and Novavax(NASDAQ:NVAX) all vaulted higher. Here's why these threebiopharmaceutical stocksought to continue to their march northward next week and beyond.\nThe pandemic's latest twist makes these three stocks screaming buys\nModerna, Pfizer, and Novavax all enjoyed a sizable jump in their share prices during the holiday-shortened trading session on Friday thanks to their quick reaction to the omicron variant. Specifically, Moderna announced that it is working on an omicron-specific vaccine, as well a unique booster shot regimen, based on its currently authorized COVID-19 vaccine, that may provide a higher level of immune protection against this new variant.\nPfizer, for its part, said that its BioNTech-partnered COVID-19 vaccine can easily be tailored to the omicron variant and be ready for use within 100-days -- that is, if the original version of its vaccine fails to provide adequate protection. Novavax also provided an update on its omicron vaccine strategy last Friday, with the biotech saying that it plans on having an omicron-specific shot ready for testing and manufacturing within the next few weeks.\nWhy are these omicron-tailored vaccines a huge positive for their developers? The messenger RNA (mRNA) vaccines from Moderna and Pfizer/BioNTech both appeared to be on the back end of the commercial shelf lives prior to this news. As a result, Moderna's stock was in the midst of notable downward trend earlier this month. The sudden need for more potent booster shots and a potential variant-specific vaccine should keep Moderna's top line headed in the right direction in 2022, which ought to light a fire underneath the biotech's shares for the remainder of the year.\nWhile Pfizer's equity hasn't skipped a beat of late because of its oral coronavirus pill, the pharma giant now stands to possibly benefit from another year of exceptionally strong COVID-19 vaccine sales. Pfizer's stock, in turn, will probably continue to print ever-increasing record highs heading into 2022.\nOn the Novavax side of ledger, the biotech's shares are currently down by a whopping 31% from their 52-week highs. The vaccine specialist's shares have dipped in the back half of 2021 in response to manufacturing issues, regulatory delays, and a growing concern among investors that the company may have simply missed the boat.\nWhat's important to understand is that Novavax's COVID-19 vaccine is protein-based, which may appeal to a broad range of folks hesitant about cutting-edge mRNA vaccines. This new variant, therefore, ought to keep this latent demand for Novavax's alternative jab on the high side, as the company slowly completes the regulatory process in the all-important U.S. market.\nIn short, Moderna, Pfizer, and Novavax are all poised to benefit in a big way from their unique vaccine development capabilities, making their stocks exceedingly strong buys this week.","news_type":1,"symbols_score_info":{"MRNA":0.9,"PFE":0.9,"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175342533,"gmtCreate":1627009500522,"gmtModify":1631884832524,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Steady!","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Steady!","text":"$AEM HOLDINGS LTD(AWX.SI)$Steady!","images":[{"img":"https://static.tigerbbs.com/831b693cb584a7ca50774100e79b14d2","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175342533","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":690236166,"gmtCreate":1639668541645,"gmtModify":1639668564381,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>👏🏻 Keep gg up!","listText":"<a href=\"https://laohu8.com/S/PFE\">$Pfizer(PFE)$</a>👏🏻 Keep gg up!","text":"$Pfizer(PFE)$👏🏻 Keep gg up!","images":[{"img":"https://static.tigerbbs.com/93f1b8a0fa8decc2bbbbcfdff64c20fc","width":"750","height":"2214"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690236166","isVote":1,"tweetType":1,"viewCount":1936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":884952638,"gmtCreate":1631849511424,"gmtModify":1631884831889,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Good movemen finally 🤩","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Good movemen finally 🤩","text":"$AEM HOLDINGS LTD(AWX.SI)$Good movemen finally 🤩","images":[{"img":"https://static.tigerbbs.com/83e0856297ca4c6a583b18750fc17aa1","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/884952638","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":865805155,"gmtCreate":1632965085834,"gmtModify":1632965086012,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Mthly post.time to accumulate?","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Mthly post.time to accumulate?","text":"$AEM HOLDINGS LTD(AWX.SI)$Mthly post.time to accumulate?","images":[{"img":"https://static.tigerbbs.com/4914a93eb835c6be2e315278379d971e","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865805155","isVote":1,"tweetType":1,"viewCount":2054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":693319960,"gmtCreate":1639969831044,"gmtModify":1639969831174,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>$7.50? 🤔","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>$7.50? 🤔","text":"$IFAST CORPORATION LTD.(AIY.SI)$$7.50? 🤔","images":[{"img":"https://static.tigerbbs.com/54e5e42853b745936f11f12a89fba6b7","width":"750","height":"1687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693319960","isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":835197454,"gmtCreate":1629691736178,"gmtModify":1631884832178,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Monthly posting.Stay strong [Strong]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Monthly posting.Stay strong [Strong]&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Monthly posting.Stay strong [Strong]","images":[{"img":"https://static.tigerbbs.com/b3688fc4c3381dfc97dce7dd9f556469","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835197454","isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":123855350,"gmtCreate":1624417456470,"gmtModify":1631884833031,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Going strong after I posted a mth ago [Lovely]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Going strong after I posted a mth ago [Lovely]&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$Going strong after I posted a mth ago [Lovely]","images":[{"img":"https://static.tigerbbs.com/18208b47cbde806af4d7a343090ee718","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123855350","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":810408693,"gmtCreate":1629989577012,"gmtModify":1704954302241,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"[Wow]&nbsp;[Happy]&nbsp;","listText":"[Wow]&nbsp;[Happy]&nbsp;","text":"[Wow] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810408693","repostId":"1125030506","repostType":4,"repost":{"id":"1125030506","kind":"news","pubTimestamp":1629961067,"share":"https://www.laohu8.com/m/news/1125030506?lang=zh_CN&edition=full","pubTime":"2021-08-26 14:57","market":"us","language":"en","title":"Apple Has 2 Secret Weapons. No, They're Not New iPhones.<blockquote>苹果有两个秘密武器。不，它们不是新的iPhones。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125030506","media":"Barrons","summary":"For Apple investors, the focus over the next few weeks is going to be the next generation iPhone, li","content":"<p>For Apple investors, the focus over the next few weeks is going to be the next generation iPhone, likely to be introduced sometime next month. But the company has other levers to drive growth, and not all of them involve hardware.</p><p><blockquote>对于苹果投资者来说，未来几周的焦点将是下一代iPhone，它可能会在下个月某个时候推出。但该公司还有其他推动增长的杠杆，而且并非所有杠杆都涉及硬件。</blockquote></p><p> In particular,Apple(ticker: AAPL) has a substantial and growing opportunity in advertising and search revenue. A pair of research notes from the Street on Wednesday highlight how both areas should provide a material boost to top-line growth in the months and years ahead — while also noting a few associated risks.</p><p><blockquote>特别是，苹果（股票代码：AAPL）在广告和搜索收入方面拥有巨大且不断增长的机会。华尔街周三发布的两份研究报告强调了这两个领域应该如何在未来几个月和几年为营收增长提供实质性推动，同时也指出了一些相关风险。</blockquote></p><p> In a new report, Evercore ISI analyst Amit Daryanani dove into Apple’s growing opportunity in advertising, and he likes what he found. Daryanani thinks Apple’s ad business can grow to $20 billion in the September 2025 fiscal year, from an estimated $2 billion in fiscal 2020, most of that from App Store ads.</p><p><blockquote>在一份新报告中，Evercore ISI分析师Amit Daryanani深入探讨了苹果在广告领域不断增长的机会，他喜欢自己的发现。Daryanani认为，到2025年9月财年，苹果的广告业务可能会从2020财年的估计20亿美元增长到200亿美元，其中大部分来自App Store广告。</blockquote></p><p> He notes that the projected growth would be similar to that of&nbsp;Amazon’s(AMZN) ad business, which has expanded to about $20 billion from about $3 billion over a four-year span. Daryanani asserts that ads could account for as much as 9% of Apple’s earnings per share in fiscal 2025 if the business hits his target.</p><p><blockquote>他指出，预计的增长将与亚马逊(AMZN)广告业务的增长类似，该业务在四年内已从约30亿美元扩大到约200亿美元。Daryanani声称，如果业务达到他的目标，ads可能占苹果2025财年每股收益的9%。</blockquote></p><p> “Apple’s advertising business remains an underappreciated lever for upside as we go forward and provides them with a unique way to ensure consumer privacy is upheld, but also further enhance the monetization mechanisms,” Daryanani writes in a research note.</p><p><blockquote>达里亚纳尼在一份研究报告中写道：“随着我们的前进，苹果的广告业务仍然是一个未被充分重视的上升杠杆，并为他们提供了一种独特的方式来确保消费者隐私得到维护，同时也进一步增强了货币化机制。”</blockquote></p><p> Under Apple’s “App Tracking Transparency” program, apps must ask for permission before tracking user activity across other companies’ apps and websites. The program has been positioned as a privacy measure, but has the secondary effect of shifting more ad dollars to Apple’s own advertising platform.</p><p><blockquote>根据苹果的“应用程序跟踪透明度”计划，应用程序在跟踪其他公司应用程序和网站的用户活动之前必须获得许可。该计划被定位为隐私措施，但具有将更多广告收入转移到苹果自己的广告平台的次要效果。</blockquote></p><p> Daryanani sees the biggest opportunity in shifting the App Store ad platform to content discovery, not just content delivery — ads offer a way for app developers to attract customers, in the same way that Amazon ads help sellers cut through the clutter to lure shoppers. And he sees additional advertising opportunities in Apple Maps and Apple TV+, among other places.</p><p><blockquote>Daryanani认为最大的机会是将App Store广告平台转向内容发现，而不仅仅是内容交付——广告为应用开发者提供了一种吸引客户的方式，就像亚马逊广告帮助卖家减少混乱以吸引购物者一样。他在苹果地图和苹果TV+等地方看到了更多的广告机会。</blockquote></p><p> “Advertising is a great growth opportunity for Apple and their tremendous installed base gives them a competitive advantage that they have not effectively exploited in the past,” he adds. “Recent actions indicate this is set to change as Apple looks to capture its fair share of a $1 trillion market.”</p><p><blockquote>“广告对苹果来说是一个巨大的增长机会，他们庞大的安装基础为他们提供了过去没有有效利用的竞争优势，”他补充道。“最近的行动表明，随着苹果希望在1万亿美元的市场中占据公平份额，这种情况将会改变。”</blockquote></p><p> Daryanani is not the only analyst that sees potential expansion in the Apple ad business. Earlier this month,Bernstein analyst Toni Sacconaghi wrote a long research note on the same topic; his conclusion was that ads could be a $7 billion to $10 billion business for Apple in fiscal 2023 or 2024. He noted that growth drivers for the Apple ad business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the App Store in May. Sacconaghi also pointed out that Apple generates very modest revenue today — likely under $500 million a year — from ads in the Apple News and Stocks apps. Daryanani echoed all of those points in his report.</p><p><blockquote>Daryanani并不是唯一一位看到苹果广告业务潜在扩张的分析师。本月早些时候，伯恩斯坦分析师托尼·萨科纳吉（Toni Sacconaghi）就同一主题撰写了一篇长篇研究报告；他的结论是，在2023或2024财年，广告可能成为苹果70亿至100亿美元的业务。他指出，苹果广告业务的增长动力包括6月份在中国增加的搜索广告、更高的广告负载以及5月份在App Store引入横幅广告。萨科纳吉还指出，苹果目前从苹果新闻和股票应用程序中的广告中产生的收入非常有限，每年可能不到5亿美元。Daryanani在他的报告中呼应了所有这些观点。</blockquote></p><p> Meanwhile, in a new note on Wednesday, Sacconaghi turns his attention to Apple’s search relationship with Google, a unit of&nbsp;Alphabet(GOOGL). Google pays Apple a substantial annual fee to be the default search engine on the iPhone — a relationship that has drawn the attention of the Justice Department, which last year filed suit against Google for monopolizing its control of the search market,specifically citing the Apple deal in the complaint.</p><p><blockquote>与此同时，在周三的一份新报告中，萨科纳吉将注意力转向了苹果与Alphabet（GOOGL）旗下谷歌的搜索关系。谷歌向苹果支付了一大笔年费，成为iPhone的默认搜索引擎——这种关系引起了司法部的注意，司法部去年起诉谷歌垄断了搜索市场的控制权，特别是在诉状中引用了苹果的交易。</blockquote></p><p> Neither Apple nor Google has been transparent about the terms of their relationship. Sacconaghi this morning writes that he now thinks Google’s payments to Apple in fiscal 2020 were $10 billion, higher than his previous estimate of $8 billion. And he thinks the payment could jump to $15 billion in fiscal 2021, driving up Apple’s services revenue, and contributing an estimated 9% of Apple’s overall gross profits. He estimates that 39% of Google’s traffic acquisition costs this year will go to Apple, up from an estimated 13% in 2013.</p><p><blockquote>苹果和谷歌都没有公开他们的关系条款。萨科纳吉今天早上写道，他现在认为谷歌在2020财年向苹果支付的款项为100亿美元，高于他之前估计的80亿美元。他认为，到2021财年，这笔付款可能会跃升至150亿美元，从而推高苹果的服务收入，并贡献苹果整体毛利润的约9%。他估计，谷歌今年39%的流量获取成本将流向苹果，高于2013年估计的13%。</blockquote></p><p> Search is really the largest advertising pool for Apple. Sacconaghi estimates that Apple’s overall revenue from advertising in fiscal 2020 was $12.4 billion – and that $10 billion of that came from the company’s search relationship with Google.</p><p><blockquote>搜索确实是苹果最大的广告池。Sacconaghi估计，苹果2020财年的广告总收入为124亿美元，其中100亿美元来自该公司与谷歌的搜索关系。</blockquote></p><p> Sacconaghi sees some risk in Apple’s growing connection with Google. For one thing, there is regulatory focus on the situation – although he thinks any conclusion of the Justice Department lawsuit is “years away,” he sees a potential 4% to 5% risk to Apple’s profits from an adverse ruling. He also thinks there is some risk that Google could choose to stop paying Apple, or look to renegotiate the terms of its deal and pay less.</p><p><blockquote>萨科纳吉认为苹果与谷歌日益增长的联系存在一些风险。一方面，监管机构正在关注这种情况——尽管他认为司法部诉讼的任何结论“还需要数年时间”，但他认为不利裁决可能会给苹果的利润带来4%至5%的潜在风险。他还认为，谷歌可能会选择停止向苹果付款，或者寻求重新谈判交易条款并减少付款，这存在一定的风险。</blockquote></p><p></p><p> Sacconaghi says Google pays up for the deal in part to ensure&nbsp;Microsoft(MSFT) — the only real rival for Google in search — does not outbid it. But he also says that with payments to Apple likely to approach $20 billion in fiscal 2022, “it is not implausible that Google could revisit its strategy.”</p><p><blockquote>萨科纳吉表示，谷歌支付这笔交易的部分原因是为了确保微软（MSFT）——谷歌在搜索领域唯一真正的竞争对手——的出价不会高于它。但他也表示，由于2022财年向苹果支付的款项可能接近200亿美元，“谷歌重新审视其战略并非不可能。”</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>Apple Has 2 Secret Weapons. No, They're Not New iPhones.<blockquote>苹果有两个秘密武器。不，它们不是新的iPhones。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Has 2 Secret Weapons. No, They're Not New iPhones.<blockquote>苹果有两个秘密武器。不，它们不是新的iPhones。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-26 14:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>For Apple investors, the focus over the next few weeks is going to be the next generation iPhone, likely to be introduced sometime next month. But the company has other levers to drive growth, and not all of them involve hardware.</p><p><blockquote>对于苹果投资者来说，未来几周的焦点将是下一代iPhone，它可能会在下个月某个时候推出。但该公司还有其他推动增长的杠杆，而且并非所有杠杆都涉及硬件。</blockquote></p><p> In particular,Apple(ticker: AAPL) has a substantial and growing opportunity in advertising and search revenue. A pair of research notes from the Street on Wednesday highlight how both areas should provide a material boost to top-line growth in the months and years ahead — while also noting a few associated risks.</p><p><blockquote>特别是，苹果（股票代码：AAPL）在广告和搜索收入方面拥有巨大且不断增长的机会。华尔街周三发布的两份研究报告强调了这两个领域应该如何在未来几个月和几年为营收增长提供实质性推动，同时也指出了一些相关风险。</blockquote></p><p> In a new report, Evercore ISI analyst Amit Daryanani dove into Apple’s growing opportunity in advertising, and he likes what he found. Daryanani thinks Apple’s ad business can grow to $20 billion in the September 2025 fiscal year, from an estimated $2 billion in fiscal 2020, most of that from App Store ads.</p><p><blockquote>在一份新报告中，Evercore ISI分析师Amit Daryanani深入探讨了苹果在广告领域不断增长的机会，他喜欢自己的发现。Daryanani认为，到2025年9月财年，苹果的广告业务可能会从2020财年的估计20亿美元增长到200亿美元，其中大部分来自App Store广告。</blockquote></p><p> He notes that the projected growth would be similar to that of&nbsp;Amazon’s(AMZN) ad business, which has expanded to about $20 billion from about $3 billion over a four-year span. Daryanani asserts that ads could account for as much as 9% of Apple’s earnings per share in fiscal 2025 if the business hits his target.</p><p><blockquote>他指出，预计的增长将与亚马逊(AMZN)广告业务的增长类似，该业务在四年内已从约30亿美元扩大到约200亿美元。Daryanani声称，如果业务达到他的目标，ads可能占苹果2025财年每股收益的9%。</blockquote></p><p> “Apple’s advertising business remains an underappreciated lever for upside as we go forward and provides them with a unique way to ensure consumer privacy is upheld, but also further enhance the monetization mechanisms,” Daryanani writes in a research note.</p><p><blockquote>达里亚纳尼在一份研究报告中写道：“随着我们的前进，苹果的广告业务仍然是一个未被充分重视的上升杠杆，并为他们提供了一种独特的方式来确保消费者隐私得到维护，同时也进一步增强了货币化机制。”</blockquote></p><p> Under Apple’s “App Tracking Transparency” program, apps must ask for permission before tracking user activity across other companies’ apps and websites. The program has been positioned as a privacy measure, but has the secondary effect of shifting more ad dollars to Apple’s own advertising platform.</p><p><blockquote>根据苹果的“应用程序跟踪透明度”计划，应用程序在跟踪其他公司应用程序和网站的用户活动之前必须获得许可。该计划被定位为隐私措施，但具有将更多广告收入转移到苹果自己的广告平台的次要效果。</blockquote></p><p> Daryanani sees the biggest opportunity in shifting the App Store ad platform to content discovery, not just content delivery — ads offer a way for app developers to attract customers, in the same way that Amazon ads help sellers cut through the clutter to lure shoppers. And he sees additional advertising opportunities in Apple Maps and Apple TV+, among other places.</p><p><blockquote>Daryanani认为最大的机会是将App Store广告平台转向内容发现，而不仅仅是内容交付——广告为应用开发者提供了一种吸引客户的方式，就像亚马逊广告帮助卖家减少混乱以吸引购物者一样。他在苹果地图和苹果TV+等地方看到了更多的广告机会。</blockquote></p><p> “Advertising is a great growth opportunity for Apple and their tremendous installed base gives them a competitive advantage that they have not effectively exploited in the past,” he adds. “Recent actions indicate this is set to change as Apple looks to capture its fair share of a $1 trillion market.”</p><p><blockquote>“广告对苹果来说是一个巨大的增长机会，他们庞大的安装基础为他们提供了过去没有有效利用的竞争优势，”他补充道。“最近的行动表明，随着苹果希望在1万亿美元的市场中占据公平份额，这种情况将会改变。”</blockquote></p><p> Daryanani is not the only analyst that sees potential expansion in the Apple ad business. Earlier this month,Bernstein analyst Toni Sacconaghi wrote a long research note on the same topic; his conclusion was that ads could be a $7 billion to $10 billion business for Apple in fiscal 2023 or 2024. He noted that growth drivers for the Apple ad business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the App Store in May. Sacconaghi also pointed out that Apple generates very modest revenue today — likely under $500 million a year — from ads in the Apple News and Stocks apps. Daryanani echoed all of those points in his report.</p><p><blockquote>Daryanani并不是唯一一位看到苹果广告业务潜在扩张的分析师。本月早些时候，伯恩斯坦分析师托尼·萨科纳吉（Toni Sacconaghi）就同一主题撰写了一篇长篇研究报告；他的结论是，在2023或2024财年，广告可能成为苹果70亿至100亿美元的业务。他指出，苹果广告业务的增长动力包括6月份在中国增加的搜索广告、更高的广告负载以及5月份在App Store引入横幅广告。萨科纳吉还指出，苹果目前从苹果新闻和股票应用程序中的广告中产生的收入非常有限，每年可能不到5亿美元。Daryanani在他的报告中呼应了所有这些观点。</blockquote></p><p> Meanwhile, in a new note on Wednesday, Sacconaghi turns his attention to Apple’s search relationship with Google, a unit of&nbsp;Alphabet(GOOGL). Google pays Apple a substantial annual fee to be the default search engine on the iPhone — a relationship that has drawn the attention of the Justice Department, which last year filed suit against Google for monopolizing its control of the search market,specifically citing the Apple deal in the complaint.</p><p><blockquote>与此同时，在周三的一份新报告中，萨科纳吉将注意力转向了苹果与Alphabet（GOOGL）旗下谷歌的搜索关系。谷歌向苹果支付了一大笔年费，成为iPhone的默认搜索引擎——这种关系引起了司法部的注意，司法部去年起诉谷歌垄断了搜索市场的控制权，特别是在诉状中引用了苹果的交易。</blockquote></p><p> Neither Apple nor Google has been transparent about the terms of their relationship. Sacconaghi this morning writes that he now thinks Google’s payments to Apple in fiscal 2020 were $10 billion, higher than his previous estimate of $8 billion. And he thinks the payment could jump to $15 billion in fiscal 2021, driving up Apple’s services revenue, and contributing an estimated 9% of Apple’s overall gross profits. He estimates that 39% of Google’s traffic acquisition costs this year will go to Apple, up from an estimated 13% in 2013.</p><p><blockquote>苹果和谷歌都没有公开他们的关系条款。萨科纳吉今天早上写道，他现在认为谷歌在2020财年向苹果支付的款项为100亿美元，高于他之前估计的80亿美元。他认为，到2021财年，这笔付款可能会跃升至150亿美元，从而推高苹果的服务收入，并贡献苹果整体毛利润的约9%。他估计，谷歌今年39%的流量获取成本将流向苹果，高于2013年估计的13%。</blockquote></p><p> Search is really the largest advertising pool for Apple. Sacconaghi estimates that Apple’s overall revenue from advertising in fiscal 2020 was $12.4 billion – and that $10 billion of that came from the company’s search relationship with Google.</p><p><blockquote>搜索确实是苹果最大的广告池。Sacconaghi估计，苹果2020财年的广告总收入为124亿美元，其中100亿美元来自该公司与谷歌的搜索关系。</blockquote></p><p> Sacconaghi sees some risk in Apple’s growing connection with Google. For one thing, there is regulatory focus on the situation – although he thinks any conclusion of the Justice Department lawsuit is “years away,” he sees a potential 4% to 5% risk to Apple’s profits from an adverse ruling. He also thinks there is some risk that Google could choose to stop paying Apple, or look to renegotiate the terms of its deal and pay less.</p><p><blockquote>萨科纳吉认为苹果与谷歌日益增长的联系存在一些风险。一方面，监管机构正在关注这种情况——尽管他认为司法部诉讼的任何结论“还需要数年时间”，但他认为不利裁决可能会给苹果的利润带来4%至5%的潜在风险。他还认为，谷歌可能会选择停止向苹果付款，或者寻求重新谈判交易条款并减少付款，这存在一定的风险。</blockquote></p><p></p><p> Sacconaghi says Google pays up for the deal in part to ensure&nbsp;Microsoft(MSFT) — the only real rival for Google in search — does not outbid it. But he also says that with payments to Apple likely to approach $20 billion in fiscal 2022, “it is not implausible that Google could revisit its strategy.”</p><p><blockquote>萨科纳吉表示，谷歌支付这笔交易的部分原因是为了确保微软（MSFT）——谷歌在搜索领域唯一真正的竞争对手——的出价不会高于它。但他也表示，由于2022财年向苹果支付的款项可能接近200亿美元，“谷歌重新审视其战略并非不可能。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apples-secret-weapons-advertising-search-51629906248?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apples-secret-weapons-advertising-search-51629906248?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125030506","content_text":"For Apple investors, the focus over the next few weeks is going to be the next generation iPhone, likely to be introduced sometime next month. But the company has other levers to drive growth, and not all of them involve hardware.\nIn particular,Apple(ticker: AAPL) has a substantial and growing opportunity in advertising and search revenue. A pair of research notes from the Street on Wednesday highlight how both areas should provide a material boost to top-line growth in the months and years ahead — while also noting a few associated risks.\nIn a new report, Evercore ISI analyst Amit Daryanani dove into Apple’s growing opportunity in advertising, and he likes what he found. Daryanani thinks Apple’s ad business can grow to $20 billion in the September 2025 fiscal year, from an estimated $2 billion in fiscal 2020, most of that from App Store ads.\nHe notes that the projected growth would be similar to that of Amazon’s(AMZN) ad business, which has expanded to about $20 billion from about $3 billion over a four-year span. Daryanani asserts that ads could account for as much as 9% of Apple’s earnings per share in fiscal 2025 if the business hits his target.\n“Apple’s advertising business remains an underappreciated lever for upside as we go forward and provides them with a unique way to ensure consumer privacy is upheld, but also further enhance the monetization mechanisms,” Daryanani writes in a research note.\nUnder Apple’s “App Tracking Transparency” program, apps must ask for permission before tracking user activity across other companies’ apps and websites. The program has been positioned as a privacy measure, but has the secondary effect of shifting more ad dollars to Apple’s own advertising platform.\nDaryanani sees the biggest opportunity in shifting the App Store ad platform to content discovery, not just content delivery — ads offer a way for app developers to attract customers, in the same way that Amazon ads help sellers cut through the clutter to lure shoppers. And he sees additional advertising opportunities in Apple Maps and Apple TV+, among other places.\n“Advertising is a great growth opportunity for Apple and their tremendous installed base gives them a competitive advantage that they have not effectively exploited in the past,” he adds. “Recent actions indicate this is set to change as Apple looks to capture its fair share of a $1 trillion market.”\nDaryanani is not the only analyst that sees potential expansion in the Apple ad business. Earlier this month,Bernstein analyst Toni Sacconaghi wrote a long research note on the same topic; his conclusion was that ads could be a $7 billion to $10 billion business for Apple in fiscal 2023 or 2024. He noted that growth drivers for the Apple ad business include the June addition of search ads in China, higher ad loads, and the introduction of banner ads to the App Store in May. Sacconaghi also pointed out that Apple generates very modest revenue today — likely under $500 million a year — from ads in the Apple News and Stocks apps. Daryanani echoed all of those points in his report.\nMeanwhile, in a new note on Wednesday, Sacconaghi turns his attention to Apple’s search relationship with Google, a unit of Alphabet(GOOGL). Google pays Apple a substantial annual fee to be the default search engine on the iPhone — a relationship that has drawn the attention of the Justice Department, which last year filed suit against Google for monopolizing its control of the search market,specifically citing the Apple deal in the complaint.\nNeither Apple nor Google has been transparent about the terms of their relationship. Sacconaghi this morning writes that he now thinks Google’s payments to Apple in fiscal 2020 were $10 billion, higher than his previous estimate of $8 billion. And he thinks the payment could jump to $15 billion in fiscal 2021, driving up Apple’s services revenue, and contributing an estimated 9% of Apple’s overall gross profits. He estimates that 39% of Google’s traffic acquisition costs this year will go to Apple, up from an estimated 13% in 2013.\nSearch is really the largest advertising pool for Apple. Sacconaghi estimates that Apple’s overall revenue from advertising in fiscal 2020 was $12.4 billion – and that $10 billion of that came from the company’s search relationship with Google.\nSacconaghi sees some risk in Apple’s growing connection with Google. For one thing, there is regulatory focus on the situation – although he thinks any conclusion of the Justice Department lawsuit is “years away,” he sees a potential 4% to 5% risk to Apple’s profits from an adverse ruling. He also thinks there is some risk that Google could choose to stop paying Apple, or look to renegotiate the terms of its deal and pay less.\nSacconaghi says Google pays up for the deal in part to ensure Microsoft(MSFT) — the only real rival for Google in search — does not outbid it. But he also says that with payments to Apple likely to approach $20 billion in fiscal 2022, “it is not implausible that Google could revisit its strategy.”","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":841868505,"gmtCreate":1635901814533,"gmtModify":1635901814635,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841868505","repostId":"2180317907","repostType":4,"isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849716290,"gmtCreate":1635777201783,"gmtModify":1635777201905,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Mthly post. Waiting it&nbsp;to take off 🚀 to the next level😎","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>Mthly post. Waiting it&nbsp;to take off 🚀 to the next level😎","text":"$AEM HOLDINGS LTD(AWX.SI)$Mthly post. Waiting it to take off 🚀 to the next level😎","images":[{"img":"https://static.tigerbbs.com/afd266c898bf375788296b0288cd17a8","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849716290","isVote":1,"tweetType":1,"viewCount":1984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":867867793,"gmtCreate":1633238742969,"gmtModify":1633238743117,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"Good news 👍🏼&nbsp;","listText":"Good news 👍🏼&nbsp;","text":"Good news 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/867867793","repostId":"2172968435","repostType":4,"isVote":1,"tweetType":1,"viewCount":3040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864195036,"gmtCreate":1633067922577,"gmtModify":1633073193154,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Be clam","listText":"<a href=\"https://laohu8.com/S/OV8.SI\">$SHENG SIONG GROUP LTD(OV8.SI)$</a>Be clam","text":"$SHENG SIONG GROUP LTD(OV8.SI)$Be clam","images":[{"img":"https://static.tigerbbs.com/b0a6b8003c8b094a66b949e662141808","width":"828","height":"1632"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864195036","isVote":1,"tweetType":1,"viewCount":3560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":818130302,"gmtCreate":1630381996306,"gmtModify":1704959462357,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>[Great]&nbsp;[Applaud]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AWX.SI\">$AEM HOLDINGS LTD(AWX.SI)$</a>[Great]&nbsp;[Applaud]&nbsp;","text":"$AEM HOLDINGS LTD(AWX.SI)$[Great] [Applaud]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818130302","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801427753,"gmtCreate":1627529662172,"gmtModify":1631888509576,"author":{"id":"3569379973417395","authorId":"3569379973417395","name":"LEngLEng","avatar":"https://static.tigerbbs.com/0a6eb8d5f9130d054d135b849ead65ff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569379973417395","idStr":"3569379973417395"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BN2.SI\">$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$</a>Today see some good sign 👏🏻hopefully will continue this&nbsp;up trend 🙏🏻","listText":"<a href=\"https://laohu8.com/S/BN2.SI\">$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$</a>Today see some good sign 👏🏻hopefully will continue this&nbsp;up trend 🙏🏻","text":"$VALUETRONICS HOLDINGS LIMITED(BN2.SI)$Today see some good sign 👏🏻hopefully will continue this up trend 🙏🏻","images":[{"img":"https://static.tigerbbs.com/1021ee6d079976011a235cdf49ff7a9e","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/801427753","isVote":1,"tweetType":1,"viewCount":541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}