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王虎V

王虎V

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2021-08-24

Hmm

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2021-08-23

Go paw patrol!

This OTC Toy Stock Has Outperformed Hasbro And Mattel In The Last 5 Years Thanks To Paw Patrol<blockquote>得益于Paw Patrol，这只OTC玩具股票在过去5年中的表现优于孩之宝和美泰</blockquote>

2021-08-21

Let's do this

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>

2021-08-20

👏

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2021-08-19

Oooo

NVIDIA Earnings: Here's What You Need To Know<blockquote>英伟达收益：以下是您需要了解的内容</blockquote>

2021-08-17

Booooo

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2021-08-15

Rip

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2021-08-14

🥸

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2021-08-13

Great news!

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2021-08-12

Please like

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2021-08-11

Cheers!

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2021-08-11

Fly to th moon

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2021-08-09

Proteccccc

Warren Buffett Is Still Playing Defense In The Stock Market<blockquote>沃伦·巴菲特仍在股市中防守</blockquote>

2021-08-08

Nice

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2021-08-07

Eeveeeeeeee

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2021-08-06

牛

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2021-08-05

Ahh

Toplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</blockquote>

2021-08-01

Buy the dip!

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2021-07-30

Omo

Goldman Sachs draws a line in the sand on employee vaccination<blockquote>高盛对员工疫苗接种划清界限</blockquote>

2021-07-28

Mccrispy!

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paw patrol!","listText":"Go paw patrol!","text":"Go paw patrol!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835944199","repostId":"1179631278","repostType":4,"repost":{"id":"1179631278","kind":"news","pubTimestamp":1629683533,"share":"https://www.laohu8.com/m/news/1179631278?lang=zh_CN&edition=full","pubTime":"2021-08-23 09:52","market":"us","language":"en","title":"This OTC Toy Stock Has Outperformed Hasbro And Mattel In The Last 5 Years Thanks To Paw Patrol<blockquote>得益于Paw Patrol，这只OTC玩具股票在过去5年中的表现优于孩之宝和美泰</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179631278","media":"Benzinga","summary":"The two best known toy companies in the U.S. are Hasbro Inc and Mattel Inc. Both toy companies have ","content":"<p><div> The two best known toy companies in the U.S. are Hasbro Inc and Mattel Inc. Both toy companies have struggled with their share price over the last five years with Hasbro shares up 19% and Mattel ...</p><p><blockquote><div>美国最著名的两家玩具公司是孩之宝公司和美泰公司。在过去的五年里，这两家玩具公司的股价都在苦苦挣扎，孩之宝的股价上涨了19%，美泰的股价上涨了19%...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/08/22608702/this-otc-toy-stock-has-outperformed-hasbro-and-mattel-in-the-last-5-years-thanks-to-paw-patrol\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/08/22608702/this-otc-toy-stock-has-outperformed-hasbro-and-mattel-in-the-last-5-years-thanks-to-paw-patrol\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This OTC Toy Stock Has Outperformed Hasbro And Mattel In The Last 5 Years Thanks To Paw Patrol<blockquote>得益于Paw Patrol，这只OTC玩具股票在过去5年中的表现优于孩之宝和美泰</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\">\nThis OTC Toy Stock Has Outperformed Hasbro And Mattel In The Last 5 Years Thanks To Paw Patrol<blockquote>得益于Paw Patrol，这只OTC玩具股票在过去5年中的表现优于孩之宝和美泰</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-08-23 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The two best known toy companies in the U.S. are Hasbro Inc and Mattel Inc. Both toy companies have struggled with their share price over the last five years with Hasbro shares up 19% and Mattel ...</p><p><blockquote><div>美国最著名的两家玩具公司是孩之宝公司和美泰公司。在过去的五年里，这两家玩具公司的股价都在苦苦挣扎，孩之宝的股价上涨了19%，美泰的股价上涨了19%...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/08/22608702/this-otc-toy-stock-has-outperformed-hasbro-and-mattel-in-the-last-5-years-thanks-to-paw-patrol\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/08/22608702/this-otc-toy-stock-has-outperformed-hasbro-and-mattel-in-the-last-5-years-thanks-to-paw-patrol\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/08/22608702/this-otc-toy-stock-has-outperformed-hasbro-and-mattel-in-the-last-5-years-thanks-to-paw-patrol\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNMSF":"SPIN MASTER CORP","MAT":"美国美泰公司","HAS":"孩之宝"},"source_url":"https://www.benzinga.com/news/21/08/22608702/this-otc-toy-stock-has-outperformed-hasbro-and-mattel-in-the-last-5-years-thanks-to-paw-patrol","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179631278","content_text":"The two best known toy companies in the U.S. are Hasbro Inc and Mattel Inc. Both toy companies have struggled with their share price over the last five years with Hasbro shares up 19% and Mattel shares down 35%. A smaller Canadian toy company has had a better return over the last five year and owes most of its success to the hit “Paw Patrol” franchise.\nWhat Happened:In 2013, “Paw Patrol” was introduced by Spin Master Corp to children and quickly became a hit around the world including on Nickelodeon, a segment of ViacomCBS Inc .\nThere have been over 180 episodes of “Paw Patrol” and several spin-off series launched by Spin Master over the course of eight seasons. A theatrical animated movie was launched this last week.\n“Paw Patrol: The Movie” grossed $13 million domestically over the weekend while also premiering on Paramount+ for free to subscribers. The movie was produced by Spin Master and received an A- rating from CinemaScore.\n“Paw Patrol: The Movie” grossed $12.8 million in 33 international markets over the weekend and has a foreign box office total of $21.5 million since its release. The movie has grossed a total of $34.5 million worldwide.\nWhy It’s Important:Spin Master had its IPO in 2015 and saw shares rise as “Paw Patrol” became a hit as one of the top kids’ shows and toy brands.\nShares of Spin Master Corp are up 70% over the last five years on the OTC, outperforming rivals Hasbro and Mattel. Spin Master shares also trade on the Toronto Stock Exchange under the ticker TOY.\nPaw Patrol was named the top new toy brand by the NPD Group in 2015 and has been one of the most profitable brands for Spin Master.\nOther Spin Master brands include Bakugan, Hatchimals, Rubik’s Cube and Mighty Express, a show airing on Netflix Inc .\nSpin Master reported record profitability in the second quarter and saw revenue up 39% to $390.8 million.\n“We are well positioned for the second half with an amazing toy line up, growth in our digital games franchises and the highly-anticipated release of Paw Patrol: The Movie, our first foray into feature films,” Spin Master CEO Max Rangel said.\nA new line of toys based on the movie was released by retailers in early August with over 30 products featured across vehicles, playsets, figures and plush categories.\nThe success of Paw Patrol could be in the early innings with Spin Master betting heavily on the brand going forward.\nA Marchpresentationlisted Paw Patrol getting a franchise expansion in 2023 and three new themes in 2022. Paw Patrol will celebrate its 10 year anniversary in 2023 and will be featured heavily by the company.","news_type":1,"symbols_score_info":{"HAS":0.9,"MAT":0.9,"SNMSF":0.9,"VIAC":0.9}},"isVote":1,"tweetType":1,"viewCount":3607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836470421,"gmtCreate":1629518524263,"gmtModify":1631890159110,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Let's do this&nbsp;","listText":"Let's do this&nbsp;","text":"Let's do this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836470421","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票数年而不是租用数天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</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\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票数年而不是租用数天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更加可预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CDNS":"铿腾电子","ON":"安森美半导体","AAPL":"苹果","SOXX":"iShares费城交易所半导体ETF","SNPS":"新思科技","ASML":"阿斯麦","AMZN":"亚马逊","QCOM":"高通","SSNLF":"三星电子","NVDA":"英伟达","TSM":"台积电","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"SSNLF":0.9,"ON":0.9,"AAPL":0.9,"SOXX":0.9,"NVDA":0.9,"SNPS":0.9,"QCOM":0.9,"ASML":0.9,"CDNS":0.9,"TSM":0.9,"AMZN":0.9,"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838453876,"gmtCreate":1629425223095,"gmtModify":1631890159123,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"👏","listText":"👏","text":"👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838453876","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":2164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838302965,"gmtCreate":1629371243657,"gmtModify":1631890159139,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Oooo","listText":"Oooo","text":"Oooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838302965","repostId":"1193835893","repostType":4,"repost":{"id":"1193835893","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629367514,"share":"https://www.laohu8.com/m/news/1193835893?lang=zh_CN&edition=full","pubTime":"2021-08-19 18:05","market":"us","language":"en","title":"NVIDIA Earnings: Here's What You Need To Know<blockquote>英伟达收益：以下是您需要了解的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193835893","media":"Tiger Newspress","summary":"NVIDIA reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 ","content":"<p>NVIDIA&nbsp;reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.</p><p><blockquote>英伟达报告称，截至2021年8月1日的第二季度营收达到创纪录的65.1亿美元，同比增长68%，环比增长15%，来自该公司游戏、数据中心和专业可视化平台的营收创历史新高。</blockquote></p><p> GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.</p><p><blockquote>该季度GAAP摊薄后每股收益为0.94美元，同比增长276%，环比增长24%。非GAAP摊薄后每股收益为1.04美元，同比增长89%，环比增长14%。</blockquote></p><p> NVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.</p><p><blockquote>英伟达在第二季度支付了1亿美元的季度现金股息。它将于2021年9月23日向2021年9月1日登记在册的所有股东支付每股0.04美元的下一季度现金股息。</blockquote></p><p> On July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.</p><p><blockquote>2021年7月19日，公司以向截至2021年6月21日登记在册的股东派发股票股息的形式完成了普通股四比一的分割。所有呈现的股票和每股金额均已追溯调整，以反映股票分割。</blockquote></p><p> “Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said&nbsp;Nvidia CEO Jensen Huang&nbsp;in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems,&nbsp;to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”</p><p><blockquote>英伟达首席执行官黄仁勋在一份声明中表示：“英伟达在加速计算方面的开创性工作继续推动图形、科学计算和人工智能的发展。”“在Nvidia平台的支持下，开发人员正在创造我们这个时代最具影响力的技术——从自然语言理解和推荐系统，到自动驾驶汽车和物流中心，到数字生物学和气候科学，再到遵守物理定律的元宇宙世界。”</blockquote></p><p> He called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.</p><p><blockquote>黄说，他呼吁采用Nvidia Base Command和Fleet Command等新技术来大规模部署人工智能，以及Omniverse，这是一个面向工程师的模拟平台，可以实现物理逼真的虚拟世界和最终的“元宇宙”。</blockquote></p><p> More than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.</p><p><blockquote>现在有500多家公司和50,000名个人创作者正在评估Omniverse企业平台。</blockquote></p><p> Huang&nbsp;will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.</p><p><blockquote>黄将于11月18日在半导体行业协会（SIA）年度颁奖晚宴上获得芯片行业的最高荣誉——罗伯特·诺伊斯奖。该奖项以英特尔联合创始人罗伯特·诺伊斯的名字命名，他在芯片行业的黎明时期取得了许多开创性的成就。</blockquote></p><p> Nvidia has seen a boom in both gaming and data&nbsp;center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.</p><p><blockquote>随着用户在疫情期间上网，英伟达的游戏和数据中心收入都出现了繁荣。游戏玩家一直在抢购显卡来玩PC游戏，但半导体短缺伤害了英伟达等公司，加密货币矿工也在抢购显卡。</blockquote></p><p> Last year, Nvidia completed its&nbsp;$7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data&nbsp;centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its&nbsp;$40 billion acquisition of Arm.</p><p><blockquote>去年，英伟达完成了对Mellanox的70亿美元收购，该公司生产数据中心连接芯片的关键技术。Mellanox的收入包含在CPU和网络部门。但英伟达仍在等待监管机构对其400亿美元收购Arm的批准。</blockquote></p><p> Nvidia CFO Collette Kress said,&nbsp;\"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p><p><blockquote>英伟达CFO Collette Kress表示，“尽管一些Arm被许可方对这笔交易表示担忧或反对，与监管机构的讨论时间也比最初想象的要长，但我们对这笔交易充满信心，监管机构应该认识到此次收购对Arm、其被许可方和整个行业的好处。”</blockquote></p><p> <b>Datacenter</b></p><p><blockquote><b>数据中心</b></blockquote></p><p> Datacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers&nbsp;in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.</p><p><blockquote>数据中心收入达到23.7亿美元，同比增长35%。英伟达在本季度推出了多种产品，并表示在全球最新500强超级计算机中有342台。英伟达表示，预计数据中心收入的增长率将会加速。黄在分析师看涨期权上表示，人工智能模型参数每两个月翻一番，这推动了超级计算机和其他人工智能硬件的大量增长。</blockquote></p><p> Nvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.</p><p><blockquote>Nvidia指出，其针对人工智能初创公司的Inception acceleration计划拥有超过8,500名成员，这些公司已在90个国家筹集了超过600亿美元。15年来，它的CUDA技术已经被下载了2700万次。</blockquote></p><p> “Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”</p><p><blockquote>“现在世界上几乎每家公司都必须成为高性能计算公司，”黄说。“你看到一个又一个云服务提供商正在有效地建造超级计算机。”</blockquote></p><p> <b>Gaming</b></p><p><blockquote><b>游戏</b></blockquote></p><p> As noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.</p><p><blockquote>如前所述，游戏收入为30.6亿美元，同比增长85%，环比增长11%。Nvidia在本季度推出了GeForce RTX 3080 Ti和3070 Ti显卡，使游戏PC的图形性能比上一代产品提高了50%。英伟达RTX（为了更好的阴影和照明）现在在130个游戏和应用程序中。</blockquote></p><p> GeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.</p><p><blockquote>英伟达的云游戏平台GeForce Now现在拥有1000多款PC游戏。克雷斯表示，英伟达的台式机和笔记本电脑产品的游戏业务供应有限。</blockquote></p><p> Nvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.</p><p><blockquote>Nvidia最近几个季度针对加密货币矿工开发了低哈希率卡，这样他们就不会购买所有的游戏显卡。展望未来，Nvidia预计加密采矿卡对收入的贡献微乎其微。</blockquote></p><p></p><p> Nvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.</p><p><blockquote>英伟达的加密货币芯片产品CMP的销售额为2.66亿美元，低于该公司5月份预测的4亿美元。</blockquote></p><p> “In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”</p><p><blockquote>她说：“为了满足看护者的需求并将GeForce直接推向游戏玩家，我们增加了加密货币挖矿处理器（CMP）的供应，并推出了具有有限以太币挖矿能力的低哈希率GeForce GPU。”“本季度我们基于Ampere架构的GeForce出货量中超过80%是低哈希率GPU。”</blockquote></p><p> But she said the combination of crypto and gaming revenue is hard to quantify.</p><p><blockquote>但她表示，加密货币和游戏收入的结合很难量化。</blockquote></p><p> <b>Professional visualization</b></p><p><blockquote><b>专业可视化</b></blockquote></p><p> Professional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.</p><p><blockquote>专业可视化创造了5.19亿美元的收入，同比增长156%，环比增长40%。随着远程工作成为常态，这种需求很大程度上是由在家中装备设计办公室的需求推动的。</blockquote></p><p> <b>Automotive</b></p><p><blockquote><b>汽车的</b></blockquote></p><p> Second-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.</p><p><blockquote>第二季度汽车营收为1.52亿美元，同比增长37%，环比下降1%。英伟达在本季度宣布，AutoX Gen5机器人出租车平台正在使用Nvidia Drive技术。</blockquote></p><p> <b>Outlook</b></p><p><blockquote><b>世界观</b></blockquote></p><p> For the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data&nbsp;center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 billion.</p><p><blockquote>截至10月31日的第三季度，分析师预计每股收益为1.04美元，营收为65.3亿美元。英伟达表示，在数据中心收入加速增长的推动下，预计收入将达到68亿美元。该公司预计游戏需求将超过供应，尽管游戏预计将增长。分析师预计英伟达整个财年每股收益为3.95美元，营收为249亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Earnings: Here's What You Need To Know<blockquote>英伟达收益：以下是您需要了解的内容</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\">\nNVIDIA Earnings: Here's What You Need To Know<blockquote>英伟达收益：以下是您需要了解的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-19 18:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NVIDIA&nbsp;reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.</p><p><blockquote>英伟达报告称，截至2021年8月1日的第二季度营收达到创纪录的65.1亿美元，同比增长68%，环比增长15%，来自该公司游戏、数据中心和专业可视化平台的营收创历史新高。</blockquote></p><p> GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.</p><p><blockquote>该季度GAAP摊薄后每股收益为0.94美元，同比增长276%，环比增长24%。非GAAP摊薄后每股收益为1.04美元，同比增长89%，环比增长14%。</blockquote></p><p> NVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.</p><p><blockquote>英伟达在第二季度支付了1亿美元的季度现金股息。它将于2021年9月23日向2021年9月1日登记在册的所有股东支付每股0.04美元的下一季度现金股息。</blockquote></p><p> On July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.</p><p><blockquote>2021年7月19日，公司以向截至2021年6月21日登记在册的股东派发股票股息的形式完成了普通股四比一的分割。所有呈现的股票和每股金额均已追溯调整，以反映股票分割。</blockquote></p><p> “Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said&nbsp;Nvidia CEO Jensen Huang&nbsp;in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems,&nbsp;to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”</p><p><blockquote>英伟达首席执行官黄仁勋在一份声明中表示：“英伟达在加速计算方面的开创性工作继续推动图形、科学计算和人工智能的发展。”“在Nvidia平台的支持下，开发人员正在创造我们这个时代最具影响力的技术——从自然语言理解和推荐系统，到自动驾驶汽车和物流中心，到数字生物学和气候科学，再到遵守物理定律的元宇宙世界。”</blockquote></p><p> He called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.</p><p><blockquote>黄说，他呼吁采用Nvidia Base Command和Fleet Command等新技术来大规模部署人工智能，以及Omniverse，这是一个面向工程师的模拟平台，可以实现物理逼真的虚拟世界和最终的“元宇宙”。</blockquote></p><p> More than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.</p><p><blockquote>现在有500多家公司和50,000名个人创作者正在评估Omniverse企业平台。</blockquote></p><p> Huang&nbsp;will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.</p><p><blockquote>黄将于11月18日在半导体行业协会（SIA）年度颁奖晚宴上获得芯片行业的最高荣誉——罗伯特·诺伊斯奖。该奖项以英特尔联合创始人罗伯特·诺伊斯的名字命名，他在芯片行业的黎明时期取得了许多开创性的成就。</blockquote></p><p> Nvidia has seen a boom in both gaming and data&nbsp;center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.</p><p><blockquote>随着用户在疫情期间上网，英伟达的游戏和数据中心收入都出现了繁荣。游戏玩家一直在抢购显卡来玩PC游戏，但半导体短缺伤害了英伟达等公司，加密货币矿工也在抢购显卡。</blockquote></p><p> Last year, Nvidia completed its&nbsp;$7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data&nbsp;centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its&nbsp;$40 billion acquisition of Arm.</p><p><blockquote>去年，英伟达完成了对Mellanox的70亿美元收购，该公司生产数据中心连接芯片的关键技术。Mellanox的收入包含在CPU和网络部门。但英伟达仍在等待监管机构对其400亿美元收购Arm的批准。</blockquote></p><p> Nvidia CFO Collette Kress said,&nbsp;\"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p><p><blockquote>英伟达CFO Collette Kress表示，“尽管一些Arm被许可方对这笔交易表示担忧或反对，与监管机构的讨论时间也比最初想象的要长，但我们对这笔交易充满信心，监管机构应该认识到此次收购对Arm、其被许可方和整个行业的好处。”</blockquote></p><p> <b>Datacenter</b></p><p><blockquote><b>数据中心</b></blockquote></p><p> Datacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers&nbsp;in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.</p><p><blockquote>数据中心收入达到23.7亿美元，同比增长35%。英伟达在本季度推出了多种产品，并表示在全球最新500强超级计算机中有342台。英伟达表示，预计数据中心收入的增长率将会加速。黄在分析师看涨期权上表示，人工智能模型参数每两个月翻一番，这推动了超级计算机和其他人工智能硬件的大量增长。</blockquote></p><p> Nvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.</p><p><blockquote>Nvidia指出，其针对人工智能初创公司的Inception acceleration计划拥有超过8,500名成员，这些公司已在90个国家筹集了超过600亿美元。15年来，它的CUDA技术已经被下载了2700万次。</blockquote></p><p> “Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”</p><p><blockquote>“现在世界上几乎每家公司都必须成为高性能计算公司，”黄说。“你看到一个又一个云服务提供商正在有效地建造超级计算机。”</blockquote></p><p> <b>Gaming</b></p><p><blockquote><b>游戏</b></blockquote></p><p> As noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.</p><p><blockquote>如前所述，游戏收入为30.6亿美元，同比增长85%，环比增长11%。Nvidia在本季度推出了GeForce RTX 3080 Ti和3070 Ti显卡，使游戏PC的图形性能比上一代产品提高了50%。英伟达RTX（为了更好的阴影和照明）现在在130个游戏和应用程序中。</blockquote></p><p> GeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.</p><p><blockquote>英伟达的云游戏平台GeForce Now现在拥有1000多款PC游戏。克雷斯表示，英伟达的台式机和笔记本电脑产品的游戏业务供应有限。</blockquote></p><p> Nvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.</p><p><blockquote>Nvidia最近几个季度针对加密货币矿工开发了低哈希率卡，这样他们就不会购买所有的游戏显卡。展望未来，Nvidia预计加密采矿卡对收入的贡献微乎其微。</blockquote></p><p></p><p> Nvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.</p><p><blockquote>英伟达的加密货币芯片产品CMP的销售额为2.66亿美元，低于该公司5月份预测的4亿美元。</blockquote></p><p> “In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”</p><p><blockquote>她说：“为了满足看护者的需求并将GeForce直接推向游戏玩家，我们增加了加密货币挖矿处理器（CMP）的供应，并推出了具有有限以太币挖矿能力的低哈希率GeForce GPU。”“本季度我们基于Ampere架构的GeForce出货量中超过80%是低哈希率GPU。”</blockquote></p><p> But she said the combination of crypto and gaming revenue is hard to quantify.</p><p><blockquote>但她表示，加密货币和游戏收入的结合很难量化。</blockquote></p><p> <b>Professional visualization</b></p><p><blockquote><b>专业可视化</b></blockquote></p><p> Professional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.</p><p><blockquote>专业可视化创造了5.19亿美元的收入，同比增长156%，环比增长40%。随着远程工作成为常态，这种需求很大程度上是由在家中装备设计办公室的需求推动的。</blockquote></p><p> <b>Automotive</b></p><p><blockquote><b>汽车的</b></blockquote></p><p> Second-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.</p><p><blockquote>第二季度汽车营收为1.52亿美元，同比增长37%，环比下降1%。英伟达在本季度宣布，AutoX Gen5机器人出租车平台正在使用Nvidia Drive技术。</blockquote></p><p> <b>Outlook</b></p><p><blockquote><b>世界观</b></blockquote></p><p> For the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data&nbsp;center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 billion.</p><p><blockquote>截至10月31日的第三季度，分析师预计每股收益为1.04美元，营收为65.3亿美元。英伟达表示，在数据中心收入加速增长的推动下，预计收入将达到68亿美元。该公司预计游戏需求将超过供应，尽管游戏预计将增长。分析师预计英伟达整个财年每股收益为3.95美元，营收为249亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193835893","content_text":"NVIDIA reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.\nGAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.\nNVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.\nOn July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.\n“Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said Nvidia CEO Jensen Huang in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems, to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”\nHe called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.\nMore than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.\nHuang will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.\nNvidia has seen a boom in both gaming and data center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.\nLast year, Nvidia completed its $7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its $40 billion acquisition of Arm.\nNvidia CFO Collette Kress said, \"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"\nDatacenter\nDatacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.\nNvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.\n“Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”\nGaming\nAs noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.\nGeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.\nNvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.\nNvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.\n“In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”\nBut she said the combination of crypto and gaming revenue is hard to quantify.\nProfessional visualization\nProfessional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.\nAutomotive\nSecond-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.\nOutlook\nFor the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 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to th moon","listText":"Fly to th moon","text":"Fly to th moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/892020755","repostId":"2158772124","repostType":4,"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898654307,"gmtCreate":1628496061109,"gmtModify":1633746685441,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Proteccccc","listText":"Proteccccc","text":"Proteccccc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898654307","repostId":"2157975354","repostType":4,"repost":{"id":"2157975354","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1628495782,"share":"https://www.laohu8.com/m/news/2157975354?lang=zh_CN&edition=full","pubTime":"2021-08-09 15:56","market":"us","language":"en","title":"Warren Buffett Is Still Playing Defense In The Stock Market<blockquote>沃伦·巴菲特仍在股市中防守</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2157975354","media":"Investors","summary":"Warren Buffett remained a net seller of stocks and slowed the pace of Berkshire Hathaway share repurchases in the second quarter.","content":"<p>Warren Buffett remained a net seller of stocks and slowed the pace of <b>Berkshire Hathaway</b> share repurchases in the second quarter, even as the overall market continue to march higher.</p><p><blockquote>沃伦·巴菲特仍然是股票的净卖家，并放慢了股票的步伐<b>伯克希尔哈撒韦</b>尽管整体市场继续走高，但第二季度仍进行了股票回购。</blockquote></p><p> On Saturday, the holding company released its Q2 report, which revealed net stock sales of $1.1 billion. While that's down from $3.9 billion in Q1, it marks the third straight quarter of net selling in stocks.</p><p><blockquote>周六，该控股公司发布了第二季度报告，显示股票净销售额为11亿美元。虽然这低于第一季度的39亿美元，但这标志着股票连续第三个季度出现净抛售。</blockquote></p><p> A regulatory filing later in August will detail Q2 buy and sells.</p><p><blockquote>8月晚些时候提交的监管文件将详细说明第二季度的买卖情况。</blockquote></p><p> Still, the value of Berkshire's overall stock portfolio swelled 8.7% to $293.8 billion by the end of Q2 from $270.4 billion in Q1, as the S&amp;P 500 and Nasdaq hit fresh highs to close out the quarter.</p><p><blockquote>尽管如此，随着标普500和纳斯达克在本季度收盘时创下新高，伯克希尔整体股票投资组合的价值从第一季度的2,704亿美元增长了8.7%，至第二季度末的2,938亿美元。</blockquote></p><p> Meanwhile, Berkshire bought $6 billion worth of BRKB stock in Q2, after repurchasing $6.6 billion in Q1 and a record $27.4 billion in 2020.</p><p><blockquote>与此同时，伯克希尔在第二季度购买了价值60亿美元的BRKB股票，此前在第一季度回购了66亿美元，并在2020年回购了创纪录的274亿美元。</blockquote></p><p> After shying away from repurchases for years, Berkshire loosened buyback rules in 2018. And Berkshire Hathaway stock has become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Buffett's top purchases, with the investing legend calling it \"a simple way for investors to own an ever-expanding portion of exceptional businesses.\"</p><p><blockquote>在多年回避回购后，伯克希尔在2018年放松了回购规则。伯克希尔哈撒韦公司的股票已经成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>这位投资传奇人物称其为“投资者拥有不断扩大的优秀企业份额的简单方式”。</blockquote></p><p> While aggressively pursuing buybacks, Berkshire stayed quiet on deal-making. Buffett masterminded high-profile M&amp;A deals during and after the 2008 financial crash. But soaring prices, fueled in part by special purpose acquisition companies on the prowl to take private companies public, are keeping Buffett on the sidelines.</p><p><blockquote>在积极寻求回购的同时，伯克希尔对交易保持沉默。巴菲特在2008年金融危机期间和之后策划了备受瞩目的并购交易。但价格飙升，部分是由寻求让私营公司上市的特殊目的收购公司推动的，让巴菲特保持观望。</blockquote></p><p> Amid the dearth of big acquisitions, Berkshire's cash pile remained elevating, dipped to $144.1 billion inQ2 from a near-high of $145.4 billion in the prior quarter.</p><p><blockquote>在缺乏大型收购的情况下，伯克希尔的现金储备仍在增加，从上一季度接近高点的1,454亿美元降至第二季度的1,441亿美元。</blockquote></p><p> <h2>Warren Buffett Stocks</h2> Shares of Berkshire Hathaway rose 1.9% to 285.63 in Friday's stock market trading, topping the 50-day line. BRKB stock has a flat base with a 295.18 buy point, according to MarketSmith chart analysis. Friday's move above the 50-day line offered an early entry, if it weren't for the looming earnings. But BRKB stock could be actionable on Monday.</p><p><blockquote><h2>沃伦巴菲特股票</h2>伯克希尔哈撒韦公司股价在周五股市交易中上涨1.9%，至285.63点，突破50日线。根据MarketSmith图表分析，BRKB股票基础持平，买入点为295.18。如果不是因为即将到来的收益，周五突破50日线提供了提前入场的机会。但BRKB股票可能会在周一采取行动。</blockquote></p><p> Buffet's stock portfolio remains highly concentrated in a handful of companies. In Q2, 69% of its aggregate value was comprised of <b>Apple</b> ($124.3 billion), <b>Bank of America</b> ($42.6 billion), <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b> ($25.1</p><p><blockquote>巴菲特的股票投资组合仍然高度集中在少数几家公司。第二季度，其总价值的69%由<b>苹果</b>（1243亿美元），<b>美国银行</b>（426亿美元），<b>美国的<a href=\"https://laohu8.com/S/EXPR\">表达</a></b>($25.1</blockquote></p><p> billion), and <b>Coca-Cola</b> ($21.6 billion).</p><p><blockquote>亿），以及<b>可口可乐</b>（216亿美元）。</blockquote></p><p> Berkshire's stock holdings contributed to a 6.8% gain in total Q2 earnings to $28 billion. Excluding the portfolio, operating earnings climbed 21% to $6.69 billion, topping Wall Street estimates for a 10% gain, led by its industrial businesses.</p><p><blockquote>伯克希尔持有的股票使第二季度总收益增长6.8%，达到280亿美元。不包括投资组合，营业利润增长21%，达到66.9亿美元，超过华尔街预期的10%增长，其中工业业务领涨。</blockquote></p><p> Burlington Northern Santa Fe, one of the largest railroads in North America, reported a 28% earnings gain to $2.22 billion. That came after rival <b>Union Pacific</b> posted a 50% jump in Q2 operating income in July, saying it moved increasing volumes as pandemic headwinds eased.</p><p><blockquote>北美最大的铁路之一伯灵顿北圣达菲铁路公司报告盈利增长28%，达到22.2亿美元。在竞争对手之后<b>联合太平洋</b>7月份第二季度营业收入增长了50%，并表示随着大流行阻力的缓解，该公司的销量不断增加。</blockquote></p><p> Insurance operations, including Geico, reported lower profit as claims increased significantly amid increased driving and other activity.</p><p><blockquote>包括Geico在内的保险业务报告利润下降，因为随着驾驶和其他活动的增加，索赔大幅增加。</blockquote></p><p> The Q2 report didn't disclose any details on the precise timing of Berkshire's leadership turnover. In May, Buffett confirmed that Greg Abel, who runs Berkshire's non-insurance businesses, will succeed him eventually.</p><p><blockquote>第二季度报告没有透露伯克希尔领导层更替的确切时间的任何细节。今年5月，巴菲特证实，负责伯克希尔非保险业务的格雷格·阿贝尔最终将接替他。</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>Warren Buffett Is Still Playing Defense In The Stock Market<blockquote>沃伦·巴菲特仍在股市中防守</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\">\nWarren Buffett Is Still Playing Defense In The Stock Market<blockquote>沃伦·巴菲特仍在股市中防守</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-08-09 15:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Warren Buffett remained a net seller of stocks and slowed the pace of <b>Berkshire Hathaway</b> share repurchases in the second quarter, even as the overall market continue to march higher.</p><p><blockquote>沃伦·巴菲特仍然是股票的净卖家，并放慢了股票的步伐<b>伯克希尔哈撒韦</b>尽管整体市场继续走高，但第二季度仍进行了股票回购。</blockquote></p><p> On Saturday, the holding company released its Q2 report, which revealed net stock sales of $1.1 billion. While that's down from $3.9 billion in Q1, it marks the third straight quarter of net selling in stocks.</p><p><blockquote>周六，该控股公司发布了第二季度报告，显示股票净销售额为11亿美元。虽然这低于第一季度的39亿美元，但这标志着股票连续第三个季度出现净抛售。</blockquote></p><p> A regulatory filing later in August will detail Q2 buy and sells.</p><p><blockquote>8月晚些时候提交的监管文件将详细说明第二季度的买卖情况。</blockquote></p><p> Still, the value of Berkshire's overall stock portfolio swelled 8.7% to $293.8 billion by the end of Q2 from $270.4 billion in Q1, as the S&amp;P 500 and Nasdaq hit fresh highs to close out the quarter.</p><p><blockquote>尽管如此，随着标普500和纳斯达克在本季度收盘时创下新高，伯克希尔整体股票投资组合的价值从第一季度的2,704亿美元增长了8.7%，至第二季度末的2,938亿美元。</blockquote></p><p> Meanwhile, Berkshire bought $6 billion worth of BRKB stock in Q2, after repurchasing $6.6 billion in Q1 and a record $27.4 billion in 2020.</p><p><blockquote>与此同时，伯克希尔在第二季度购买了价值60亿美元的BRKB股票，此前在第一季度回购了66亿美元，并在2020年回购了创纪录的274亿美元。</blockquote></p><p> After shying away from repurchases for years, Berkshire loosened buyback rules in 2018. And Berkshire Hathaway stock has become <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Buffett's top purchases, with the investing legend calling it \"a simple way for investors to own an ever-expanding portion of exceptional businesses.\"</p><p><blockquote>在多年回避回购后，伯克希尔在2018年放松了回购规则。伯克希尔哈撒韦公司的股票已经成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>这位投资传奇人物称其为“投资者拥有不断扩大的优秀企业份额的简单方式”。</blockquote></p><p> While aggressively pursuing buybacks, Berkshire stayed quiet on deal-making. Buffett masterminded high-profile M&amp;A deals during and after the 2008 financial crash. But soaring prices, fueled in part by special purpose acquisition companies on the prowl to take private companies public, are keeping Buffett on the sidelines.</p><p><blockquote>在积极寻求回购的同时，伯克希尔对交易保持沉默。巴菲特在2008年金融危机期间和之后策划了备受瞩目的并购交易。但价格飙升，部分是由寻求让私营公司上市的特殊目的收购公司推动的，让巴菲特保持观望。</blockquote></p><p> Amid the dearth of big acquisitions, Berkshire's cash pile remained elevating, dipped to $144.1 billion inQ2 from a near-high of $145.4 billion in the prior quarter.</p><p><blockquote>在缺乏大型收购的情况下，伯克希尔的现金储备仍在增加，从上一季度接近高点的1,454亿美元降至第二季度的1,441亿美元。</blockquote></p><p> <h2>Warren Buffett Stocks</h2> Shares of Berkshire Hathaway rose 1.9% to 285.63 in Friday's stock market trading, topping the 50-day line. BRKB stock has a flat base with a 295.18 buy point, according to MarketSmith chart analysis. Friday's move above the 50-day line offered an early entry, if it weren't for the looming earnings. But BRKB stock could be actionable on Monday.</p><p><blockquote><h2>沃伦巴菲特股票</h2>伯克希尔哈撒韦公司股价在周五股市交易中上涨1.9%，至285.63点，突破50日线。根据MarketSmith图表分析，BRKB股票基础持平，买入点为295.18。如果不是因为即将到来的收益，周五突破50日线提供了提前入场的机会。但BRKB股票可能会在周一采取行动。</blockquote></p><p> Buffet's stock portfolio remains highly concentrated in a handful of companies. In Q2, 69% of its aggregate value was comprised of <b>Apple</b> ($124.3 billion), <b>Bank of America</b> ($42.6 billion), <b>American <a href=\"https://laohu8.com/S/EXPR\">Express</a></b> ($25.1</p><p><blockquote>巴菲特的股票投资组合仍然高度集中在少数几家公司。第二季度，其总价值的69%由<b>苹果</b>（1243亿美元），<b>美国银行</b>（426亿美元），<b>美国的<a href=\"https://laohu8.com/S/EXPR\">表达</a></b>($25.1</blockquote></p><p> billion), and <b>Coca-Cola</b> ($21.6 billion).</p><p><blockquote>亿），以及<b>可口可乐</b>（216亿美元）。</blockquote></p><p> Berkshire's stock holdings contributed to a 6.8% gain in total Q2 earnings to $28 billion. Excluding the portfolio, operating earnings climbed 21% to $6.69 billion, topping Wall Street estimates for a 10% gain, led by its industrial businesses.</p><p><blockquote>伯克希尔持有的股票使第二季度总收益增长6.8%，达到280亿美元。不包括投资组合，营业利润增长21%，达到66.9亿美元，超过华尔街预期的10%增长，其中工业业务领涨。</blockquote></p><p> Burlington Northern Santa Fe, one of the largest railroads in North America, reported a 28% earnings gain to $2.22 billion. That came after rival <b>Union Pacific</b> posted a 50% jump in Q2 operating income in July, saying it moved increasing volumes as pandemic headwinds eased.</p><p><blockquote>北美最大的铁路之一伯灵顿北圣达菲铁路公司报告盈利增长28%，达到22.2亿美元。在竞争对手之后<b>联合太平洋</b>7月份第二季度营业收入增长了50%，并表示随着大流行阻力的缓解，该公司的销量不断增加。</blockquote></p><p> Insurance operations, including Geico, reported lower profit as claims increased significantly amid increased driving and other activity.</p><p><blockquote>包括Geico在内的保险业务报告利润下降，因为随着驾驶和其他活动的增加，索赔大幅增加。</blockquote></p><p> The Q2 report didn't disclose any details on the precise timing of Berkshire's leadership turnover. In May, Buffett confirmed that Greg Abel, who runs Berkshire's non-insurance businesses, will succeed him eventually.</p><p><blockquote>第二季度报告没有透露伯克希尔领导层更替的确切时间的任何细节。今年5月，巴菲特证实，负责伯克希尔非保险业务的格雷格·阿贝尔最终将接替他。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157975354","content_text":"Warren Buffett remained a net seller of stocks and slowed the pace of Berkshire Hathaway share repurchases in the second quarter, even as the overall market continue to march higher.\nOn Saturday, the holding company released its Q2 report, which revealed net stock sales of $1.1 billion. While that's down from $3.9 billion in Q1, it marks the third straight quarter of net selling in stocks.\nA regulatory filing later in August will detail Q2 buy and sells.\nStill, the value of Berkshire's overall stock portfolio swelled 8.7% to $293.8 billion by the end of Q2 from $270.4 billion in Q1, as the S&P 500 and Nasdaq hit fresh highs to close out the quarter.\nMeanwhile, Berkshire bought $6 billion worth of BRKB stock in Q2, after repurchasing $6.6 billion in Q1 and a record $27.4 billion in 2020.\nAfter shying away from repurchases for years, Berkshire loosened buyback rules in 2018. And Berkshire Hathaway stock has become one of Buffett's top purchases, with the investing legend calling it \"a simple way for investors to own an ever-expanding portion of exceptional businesses.\"\nWhile aggressively pursuing buybacks, Berkshire stayed quiet on deal-making. Buffett masterminded high-profile M&A deals during and after the 2008 financial crash. But soaring prices, fueled in part by special purpose acquisition companies on the prowl to take private companies public, are keeping Buffett on the sidelines.\nAmid the dearth of big acquisitions, Berkshire's cash pile remained elevating, dipped to $144.1 billion inQ2 from a near-high of $145.4 billion in the prior quarter.\nWarren Buffett Stocks\nShares of Berkshire Hathaway rose 1.9% to 285.63 in Friday's stock market trading, topping the 50-day line. BRKB stock has a flat base with a 295.18 buy point, according to MarketSmith chart analysis. Friday's move above the 50-day line offered an early entry, if it weren't for the looming earnings. But BRKB stock could be actionable on Monday.\nBuffet's stock portfolio remains highly concentrated in a handful of companies. In Q2, 69% of its aggregate value was comprised of Apple ($124.3 billion), Bank of America ($42.6 billion), American Express ($25.1\nbillion), and Coca-Cola ($21.6 billion).\nBerkshire's stock holdings contributed to a 6.8% gain in total Q2 earnings to $28 billion. Excluding the portfolio, operating earnings climbed 21% to $6.69 billion, topping Wall Street estimates for a 10% gain, led by its industrial businesses.\nBurlington Northern Santa Fe, one of the largest railroads in North America, reported a 28% earnings gain to $2.22 billion. That came after rival Union Pacific posted a 50% jump in Q2 operating income in July, saying it moved increasing volumes as pandemic headwinds eased.\nInsurance operations, including Geico, reported lower profit as claims increased significantly amid increased driving and other activity.\nThe Q2 report didn't disclose any details on the precise timing of Berkshire's leadership turnover. In May, Buffett confirmed that Greg Abel, who runs Berkshire's non-insurance businesses, will succeed him eventually.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891581026,"gmtCreate":1628399899765,"gmtModify":1633747343946,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891581026","repostId":"2157492839","repostType":4,"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891995782,"gmtCreate":1628314504146,"gmtModify":1633751705104,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Eeveeeeeeee","listText":"Eeveeeeeeee","text":"Eeveeeeeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/891995782","repostId":"1143051031","repostType":4,"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":893040487,"gmtCreate":1628223935549,"gmtModify":1633752432581,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/893040487","repostId":"1146568691","repostType":4,"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890526862,"gmtCreate":1628124768156,"gmtModify":1633753384502,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Ahh","listText":"Ahh","text":"Ahh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890526862","repostId":"1179402387","repostType":4,"repost":{"id":"1179402387","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628120638,"share":"https://www.laohu8.com/m/news/1179402387?lang=zh_CN&edition=full","pubTime":"2021-08-05 07:43","market":"us","language":"en","title":"Toplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179402387","media":"Tiger Newspress","summary":"Futures contracts tied to the major U.S. equity indexes were little changed at the start of the over","content":"<p>Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.</p><p><blockquote>周三晚间隔夜交易开始时，与美国主要股指相关的期货合约几乎没有变化，因为华尔街希望在涨跌互现的一周中有所改善。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.</p><p><blockquote>晚上七点半。ET，道指e-minis上涨19点，涨幅0.05%，标普500 e-minis上涨2.25点，涨幅0.05%，纳斯达克100 e-minis下跌7.50点，涨幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15029cdb3b40554099587488dcc610a7\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours: Etsy, Electronic Arts, Roku &amp; more</b></p><p><blockquote><b>盘后涨幅最大的股票：Etsy、艺电、Roku等</b></blockquote></p><p> <a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FSLY\">法斯特利公司。</a>（纽约证券交易所股票代码：FSLY）下跌19.3%；报告第二季度每股收益为（0.15美元），比分析师预期的（0.17美元）高出0.02美元。该季度收入为8500万美元，而市场普遍预期为8573万美元。Fastly，Inc.预计2021年第三季度每股收益为（0.21美元）-（0.18美元），而市场普遍预期为（0.09美元）。Fastly，Inc.预计2021年第三季度收入为82-8500万美元，而市场普遍预期为9802万美元。Fastly，Inc.预计2021财年每股收益为（0.65美元）-（0.57美元），而市场普遍预期为（0.43美元）。Fastly，Inc.预计2021财年收入为3.40-3.5亿美元，而市场普遍预期为3.8234亿美元。</blockquote></p><p> Ping Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.</p><p><blockquote>Ping Identity(NYSE：PING)上涨13.2%；报告第二季度每股收益为0.11美元，比分析师预期的0.04美元好0.07美元。该季度营收为7890万美元，而市场普遍预期为6609万美元。Ping Identity预计2021年第三季度收入为65-7000万美元，而市场普遍预期为6510万美元。Ping Identity预计2021财年收入为2.78-2.85亿美元，而市场普遍预期为2.693亿美元。</blockquote></p><p> Etsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.</p><p><blockquote>Etsy（纳斯达克：ETSY）下跌13.7%；报告第二季度收入为5.289亿美元，而市场普遍预期为5.2484亿美元。综合GMS为30亿美元，同比增长13.1%；而Etsy marketplace GMS为28亿美元，同比增长14.2%。Etsy预计2021年第三季度收入为500-5.25亿美元，而市场普遍预期为5.2491亿美元。</blockquote></p><p> PetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.</p><p><blockquote>PetIQ公司（纳斯达克：PETQ）下跌11.7%；报告第二季度每股收益为0.14美元，比分析师预期的0.73美元差0.59美元。该季度营收为2.71亿美元，而市场普遍预期为3.0472亿美元。</blockquote></p><p> Lemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.</p><p><blockquote>柠檬水(NYSE：LMND)下跌9.1%；报告第二季度每股收益为（0.90美元），比分析师预期的（0.89美元）差0.01美元。该季度收入为2820万美元，而市场普遍预期为2680万美元。Lemonade预计2021年第三季度收入为32.5-3350万美元，而市场普遍预期为3232万美元。Lemonade预计2021财年收入为123-1.25亿美元，而市场普遍预期为1.1894亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MAXR\">Maxar Technologies Ltd.</a> (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MAXR\">Maxar技术有限公司。</a>（纽约证券交易所代码：MAXR）下跌10.9%；报告第二季度每股收益为0.60美元，比分析师预期的1.06美元差0.46美元。该季度营收为4.73亿美元，而市场普遍预期为5.603亿美元。</blockquote></p><p> Roku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.</p><p><blockquote>Roku（纳斯达克：Roku）下跌8.4%；报告第二季度每股收益为0.52美元，比分析师预期的0.12美元高出0.40美元。该季度营收为6.451亿美元，而市场普遍预期为6.1854亿美元。Roku预计2021年第三季度营收为6.75-6.85亿美元，而市场普遍预期为6.45亿美元。</blockquote></p><p> Western Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.</p><p><blockquote>西联汇款(NYSE：WU)上涨6.2%；Goldfinch和Baupost将以约9.1亿美元现金收购西联商业解决方案。报告第二季度每股收益为0.48美元，比分析师预期的0.47美元高出0.01美元。该季度营收为13亿美元，而市场普遍预期为12.6亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.</p><p><blockquote><a href=\"https://laohu8.com/S/MELI\">自由市场</a>（纳斯达克：MELI）上涨5.8%；报告第二季度每股收益为1.37美元，比分析师预期的0.11美元高出1.26美元。该季度营收为17亿美元，而市场普遍预期为14.6亿美元。商品交易总额（“GMV”）增长至70亿美元，按美元计算增长39.2%，按外汇中性计算增长46.1%。</blockquote></p><p> Uber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.</p><p><blockquote>优步(NYSE：UBER)下跌4.6%；报告第二季度每股收益为0.58美元，比分析师预期的0.51美元高出1.09美元。该季度营收为39.3亿美元，而市场普遍预期为37.4亿美元。</blockquote></p><p> Electronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.</p><p><blockquote>艺电（纳斯达克：EA）上涨3.5%；报告第一季度每股收益为0.71美元，比分析师预期的0.62美元高出0.09美元。该季度营收为13.4亿美元，而市场普遍预期为12.8亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>（纳斯达克：BKNG）上涨3.1%；报告第二季度每股收益为（2.55美元），比分析师预期的（2.10美元）差0.45美元。该季度营收为21.6亿美元，而市场普遍预期为19亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</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\">\nToplines After Hours US Market on Wednesday<blockquote>周三美国市场盘后顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-05 07:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.</p><p><blockquote>周三晚间隔夜交易开始时，与美国主要股指相关的期货合约几乎没有变化，因为华尔街希望在涨跌互现的一周中有所改善。</blockquote></p><p> At 7:30&nbsp;p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.</p><p><blockquote>晚上七点半。ET，道指e-minis上涨19点，涨幅0.05%，标普500 e-minis上涨2.25点，涨幅0.05%，纳斯达克100 e-minis下跌7.50点，涨幅0.05%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/15029cdb3b40554099587488dcc610a7\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>Stocks making biggest moves after hours: Etsy, Electronic Arts, Roku &amp; more</b></p><p><blockquote><b>盘后涨幅最大的股票：Etsy、艺电、Roku等</b></blockquote></p><p> <a href=\"https://laohu8.com/S/FSLY\">Fastly, Inc.</a> (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.</p><p><blockquote><a href=\"https://laohu8.com/S/FSLY\">法斯特利公司。</a>（纽约证券交易所股票代码：FSLY）下跌19.3%；报告第二季度每股收益为（0.15美元），比分析师预期的（0.17美元）高出0.02美元。该季度收入为8500万美元，而市场普遍预期为8573万美元。Fastly，Inc.预计2021年第三季度每股收益为（0.21美元）-（0.18美元），而市场普遍预期为（0.09美元）。Fastly，Inc.预计2021年第三季度收入为82-8500万美元，而市场普遍预期为9802万美元。Fastly，Inc.预计2021财年每股收益为（0.65美元）-（0.57美元），而市场普遍预期为（0.43美元）。Fastly，Inc.预计2021财年收入为3.40-3.5亿美元，而市场普遍预期为3.8234亿美元。</blockquote></p><p> Ping Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.</p><p><blockquote>Ping Identity(NYSE：PING)上涨13.2%；报告第二季度每股收益为0.11美元，比分析师预期的0.04美元好0.07美元。该季度营收为7890万美元，而市场普遍预期为6609万美元。Ping Identity预计2021年第三季度收入为65-7000万美元，而市场普遍预期为6510万美元。Ping Identity预计2021财年收入为2.78-2.85亿美元，而市场普遍预期为2.693亿美元。</blockquote></p><p> Etsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.</p><p><blockquote>Etsy（纳斯达克：ETSY）下跌13.7%；报告第二季度收入为5.289亿美元，而市场普遍预期为5.2484亿美元。综合GMS为30亿美元，同比增长13.1%；而Etsy marketplace GMS为28亿美元，同比增长14.2%。Etsy预计2021年第三季度收入为500-5.25亿美元，而市场普遍预期为5.2491亿美元。</blockquote></p><p> PetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.</p><p><blockquote>PetIQ公司（纳斯达克：PETQ）下跌11.7%；报告第二季度每股收益为0.14美元，比分析师预期的0.73美元差0.59美元。该季度营收为2.71亿美元，而市场普遍预期为3.0472亿美元。</blockquote></p><p> Lemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.</p><p><blockquote>柠檬水(NYSE：LMND)下跌9.1%；报告第二季度每股收益为（0.90美元），比分析师预期的（0.89美元）差0.01美元。该季度收入为2820万美元，而市场普遍预期为2680万美元。Lemonade预计2021年第三季度收入为32.5-3350万美元，而市场普遍预期为3232万美元。Lemonade预计2021财年收入为123-1.25亿美元，而市场普遍预期为1.1894亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MAXR\">Maxar Technologies Ltd.</a> (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.</p><p><blockquote><a href=\"https://laohu8.com/S/MAXR\">Maxar技术有限公司。</a>（纽约证券交易所代码：MAXR）下跌10.9%；报告第二季度每股收益为0.60美元，比分析师预期的1.06美元差0.46美元。该季度营收为4.73亿美元，而市场普遍预期为5.603亿美元。</blockquote></p><p> Roku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.</p><p><blockquote>Roku（纳斯达克：Roku）下跌8.4%；报告第二季度每股收益为0.52美元，比分析师预期的0.12美元高出0.40美元。该季度营收为6.451亿美元，而市场普遍预期为6.1854亿美元。Roku预计2021年第三季度营收为6.75-6.85亿美元，而市场普遍预期为6.45亿美元。</blockquote></p><p> Western Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.</p><p><blockquote>西联汇款(NYSE：WU)上涨6.2%；Goldfinch和Baupost将以约9.1亿美元现金收购西联商业解决方案。报告第二季度每股收益为0.48美元，比分析师预期的0.47美元高出0.01美元。该季度营收为13亿美元，而市场普遍预期为12.6亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.</p><p><blockquote><a href=\"https://laohu8.com/S/MELI\">自由市场</a>（纳斯达克：MELI）上涨5.8%；报告第二季度每股收益为1.37美元，比分析师预期的0.11美元高出1.26美元。该季度营收为17亿美元，而市场普遍预期为14.6亿美元。商品交易总额（“GMV”）增长至70亿美元，按美元计算增长39.2%，按外汇中性计算增长46.1%。</blockquote></p><p> Uber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.</p><p><blockquote>优步(NYSE：UBER)下跌4.6%；报告第二季度每股收益为0.58美元，比分析师预期的0.51美元高出1.09美元。该季度营收为39.3亿美元，而市场普遍预期为37.4亿美元。</blockquote></p><p> Electronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.</p><p><blockquote>艺电（纳斯达克：EA）上涨3.5%；报告第一季度每股收益为0.71美元，比分析师预期的0.62美元高出0.09美元。该季度营收为13.4亿美元，而市场普遍预期为12.8亿美元。</blockquote></p><p> <a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.</p><p><blockquote><a href=\"https://laohu8.com/S/BKNG\">预订控股</a>（纳斯达克：BKNG）上涨3.1%；报告第二季度每股收益为（2.55美元），比分析师预期的（2.10美元）差0.45美元。该季度营收为21.6亿美元，而市场普遍预期为19亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite","PETQ":"Petiq Inc.","BKNG":"Booking Holdings","UBER":"优步",".SPX":"S&P 500 Index","MELI":"MercadoLibre","PING":"Ping Identity Holding",".DJI":"道琼斯","FSLY":"Fastly, Inc.","EA":"艺电","WU":"西联汇款","ROKU":"Roku Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179402387","content_text":"Futures contracts tied to the major U.S. equity indexes were little changed at the start of the overnight session Wednesday evening as Wall Street looked to improve upon a mixed week.\nAt 7:30 p.m. ET, Dow e-minis were up 19 points, or 0.05%, S&P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were down 7.50 points, or 0.05%.\n\nStocks making biggest moves after hours: Etsy, Electronic Arts, Roku & more\nFastly, Inc. (NYSE: FSLY)19.3% LOWER; reported Q2 EPS of ($0.15), $0.02 better than the analyst estimate of ($0.17). Revenue for the quarter came in at $85 million versus the consensus estimate of $85.73 million. Fastly, Inc. sees Q3 2021 EPS of ($0.21)-($0.18), versus the consensus of ($0.09). Fastly, Inc. sees Q3 2021 revenue of $82-85 million, versus the consensus of $98.02 million. Fastly, Inc. sees FY2021 EPS of ($0.65)-($0.57), versus the consensus of ($0.43). Fastly, Inc. sees FY2021 revenue of $340-350 million, versus the consensus of $382.34 million.\nPing Identity (NYSE: PING) 13.2% HIGHER; reported Q2 EPS of $0.11, $0.07 better than the analyst estimate of $0.04. Revenue for the quarter came in at $78.9 million versus the consensus estimate of $66.09 million. Ping Identity sees Q3 2021 revenue of $65-70 million, versus the consensus of $65.1 million. Ping Identity sees FY2021 revenue of $278-285 million, versus the consensus of $269.3 million.\nEtsy (NASDAQ: ETSY)13.7% LOWER; reported Q2 revenue $528.9 million versus the consensus estimate of $524.84 million. Consolidated GMS was $3.0 billion, up 13.1% year-over-year; while Etsy marketplace GMS was $2.8 billion, up 14.2% year-over-year. Etsy sees Q3 2021 revenue of $500-525 million, versus the consensus of $524.91 million.\nPetIQ, Inc. (NASDAQ: PETQ)11.7% LOWER; reported Q2 EPS of $0.14, $0.59 worse than the analyst estimate of $0.73. Revenue for the quarter came in at $271 million versus the consensus estimate of $304.72 million.\nLemonade (NYSE: LMND) 9.1% LOWER; reported Q2 EPS of ($0.90), $0.01 worse than the analyst estimate of ($0.89). Revenue for the quarter came in at $28.2 million versus the consensus estimate of $26.8 million. Lemonade sees Q3 2021 revenue of $32.5-33.5 million, versus the consensus of $32.32 million. Lemonade sees FY2021 revenue of $123-125 million, versus the consensus of $118.94 million.\nMaxar Technologies Ltd. (NYSE: MAXR)10.9% LOWER; reported Q2 EPS of $0.60, $0.46 worse than the analyst estimate of $1.06. Revenue for the quarter came in at $473 million versus the consensus estimate of $560.3 million.\nRoku (NASDAQ: ROKU)8.4% LOWER; reported Q2 EPS of $0.52, $0.40 better than the analyst estimate of $0.12. Revenue for the quarter came in at $645.1 million versus the consensus estimate of $618.54 million. Roku sees Q3 2021 revenue of $675-685 million, versus the consensus of $645 million.\nWestern Union (NYSE: WU)6.2% HIGHER; Goldfinch and Baupost will acquire Western Union Business Solutions for approximately $910 million in cash. reported Q2 EPS of $0.48, $0.01 better than the analyst estimate of $0.47. Revenue for the quarter came in at $1.3 billion versus the consensus estimate of $1.26 billion.\nMercadoLibre (NASDAQ: MELI)5.8% HIGHER; reported Q2 EPS of $1.37, $1.26 better than the analyst estimate of $0.11. Revenue for the quarter came in at $1.7 billion versus the consensus estimate of $1.46 billion. Gross merchandise volume (“GMV”) grew to $7.0 billion, representing an increase of 39.2% in USD and 46.1% on an FX neutral basis.\nUber (NYSE: UBER)4.6% LOWER; reported Q2 EPS of $0.58, $1.09 better than the analyst estimate of ($0.51). Revenue for the quarter came in at $3.93 billion versus the consensus estimate of $3.74 billion.\nElectronic Arts (NASDAQ: EA)3.5% HIGHER; reported Q1 EPS of $0.71, $0.09 better than the analyst estimate of $0.62. Revenue for the quarter came in at $1.34 billion versus the consensus estimate of $1.28 billion.\nBooking Holdings (NASDAQ: BKNG)3.1% HIGHER; reported Q2 EPS of ($2.55), $0.45 worse than the analyst estimate of ($2.10). Revenue for the quarter came in at $2.16 billion versus the consensus estimate of $1.9 billion.","news_type":1,"symbols_score_info":{"ESmain":0.9,"MELI":0.9,".IXIC":0.9,"ROKU":0.9,".SPX":0.9,"EA":0.9,"WU":0.9,"PETQ":0.9,"PING":0.9,"NQmain":0.9,"BKNG":0.9,"UBER":0.9,".DJI":0.9,"FSLY":0.9,"YMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802672591,"gmtCreate":1627779991113,"gmtModify":1633756514749,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Buy the dip!","listText":"Buy the dip!","text":"Buy the dip!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802672591","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806944142,"gmtCreate":1627628403586,"gmtModify":1633757620536,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570938566541704","idStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Omo","listText":"Omo","text":"Omo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806944142","repostId":"1195043582","repostType":4,"repost":{"id":"1195043582","kind":"news","pubTimestamp":1627625501,"share":"https://www.laohu8.com/m/news/1195043582?lang=zh_CN&edition=full","pubTime":"2021-07-30 14:11","market":"us","language":"en","title":"Goldman Sachs draws a line in the sand on employee vaccination<blockquote>高盛对员工疫苗接种划清界限</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195043582","media":"CNN","summary":"New York (CNN)All eyes are on Wall Street as the Covid-19 Delta variant continues to spread and Corp","content":"<p>New York (CNN)All eyes are on Wall Street as the Covid-19 Delta variant continues to spread and Corporate America starts rolling out vaccination policies.</p><p><blockquote>纽约（CNN）随着新冠肺炎德尔塔变异毒株继续蔓延，美国企业界开始推出疫苗接种政策，所有的目光都集中在华尔街。</blockquote></p><p> And although there's talk of banks requiring employees to show proof of vaccination, Goldman Sachs has drawn its line in the sand. The investment bank is barring employees from using their ID cards to enter the office building if they haven't submitted proof of their vaccination status, a spokesperson for the company told CNN Business.</p><p><blockquote>尽管有传言称银行要求员工出示疫苗接种证明，但高盛已经划清界限。该公司发言人告诉CNN Business，如果员工没有提交疫苗接种状况证明，该投资银行将禁止他们使用身份证进入办公楼。</blockquote></p><p> Goldman's plan</p><p><blockquote>高盛的计划</blockquote></p><p> Goldman Sachs employees are currently required to report their vaccine status to the company, a policy that was instituted on June 10. Failure to do so comes with specific consequences.</p><p><blockquote>高盛员工目前被要求向公司报告他们的疫苗状况，这是6月10日制定的政策。不这样做会带来特定的后果。</blockquote></p><p> \"If you do not report your vaccine status to Goldman, your ID card will not work to enter the building,\" a spokesperson for the company told CNN Business. \"The entrance of the building is contingent on you reporting your vaccine status,\" the spokesperson added.</p><p><blockquote>该公司发言人告诉CNN Business：“如果你不向高盛报告你的疫苗状况，你的身份证将无法进入大楼。”发言人补充说：“大楼的入口取决于你报告你的疫苗状况。”</blockquote></p><p> Unvaccinated employees are required to get a rapid Covid-19 test on site at the Goldman Sachs office and will be tested regularly, the spokesperson said. Employees who test positive will immediately be asked to leave the building.</p><p><blockquote>该发言人表示，未接种疫苗的员工需要在高盛办公室现场接受快速Covid-19检测，并将定期接受检测。检测呈阳性的员工将被立即要求离开大楼。</blockquote></p><p> How other banks are handling the return to work</p><p><blockquote>其他银行如何应对复工</blockquote></p><p> Morgan Stanley (MS)'s New York office is banning all unvaccinated staff and clients from entering its headquarters. All employees who work in buildings with a \"large employee presence\" were required to confirm their vaccination status by July 1, according to a memo to employees.</p><p><blockquote>摩根士丹利（MS）纽约办事处禁止所有未接种疫苗的员工和客户进入其总部。根据一份给员工的备忘录，所有在“大量员工”的建筑物中工作的员工都必须在7月1日之前确认他们的疫苗接种状态。</blockquote></p><p> At Deutsche Bank (DB), there are no restrictions on employees who are vaccinated and have shared their vaccine status with the company, a spokesperson for the bank told CNN Business. Unvaccinated employees and employees who don't share their vaccination status, however, are required to answer a set of questions about any symptoms and travel, and must wear masks and get tested several times per week at the office.</p><p><blockquote>德意志银行(DB)发言人告诉CNN Business，该银行对接种疫苗并与公司分享疫苗状态的员工没有任何限制。然而，未接种疫苗的员工和不分享其疫苗接种状况的员工需要回答一系列有关任何症状和旅行的问题，并且必须戴口罩并每周在办公室接受几次检测。</blockquote></p><p> Citibank employees who are vaccinated can submit their vaccine cards, and employees who are not vaccinated are required to test three times per week with an at-home rapid test. After taking the test, the employees upload their results to the test's app for their employer to see.</p><p><blockquote>接种疫苗的花旗银行员工可以提交疫苗卡，未接种疫苗的员工需要每周进行三次家庭快速检测。参加测试后，员工将他们的结果上传到测试的应用程序，供雇主查看。</blockquote></p><p> Bank of America (BAC) was more vague when asked for specifics on how their vaccine policy will be implemented. \"We are pulling folks back who have shared their vaccination status,\" a spokesperson for the company told CNN Business. \"We are prioritizing the vaccinated coming back,\" the spokesperson added.</p><p><blockquote>当被问及如何实施疫苗政策的具体细节时，美国银行（BAC）的态度更加模糊。该公司发言人告诉CNN Business：“我们正在撤回那些分享疫苗接种状况的人。”该发言人补充说：“我们正在优先考虑接种疫苗的人返回。”</blockquote></p><p> Wells Fargo (CBEAX) is \"collecting vaccination status from our employees to better enable our focus on health and safety in the workplace,\" a spokesperson for the company told CNN Business.</p><p><blockquote>富国银行(CBEAX)发言人告诉CNN Business，该公司正在“收集员工的疫苗接种状况，以更好地关注工作场所的健康和安全”。</blockquote></p><p> Jefferies (JEF) is only allowing vaccinated employees into the office according to a memo that the company's CEO and president sent to employees, and only after they're past the appropriate waiting period for full vaccine efficacy. \"We require that, after Labor Day, anyone who is not fully vaccinated should continue to work from home,\" the memo said.</p><p><blockquote>根据该公司首席执行官和总裁发给员工的备忘录，杰富瑞(JEF)只允许接种疫苗的员工进入办公室，并且只有在他们过了疫苗完全生效的适当等待期之后。备忘录称：“我们要求，劳动节过后，任何未完全接种疫苗的人都应继续在家工作。”</blockquote></p><p> Barclays declined to comment on its vaccine policy.</p><p><blockquote>巴克莱拒绝就其疫苗政策发表评论。</blockquote></p><p> JP Morgan Chase, UBS, HSBC did not respond to CNN's request for comment.</p><p><blockquote>摩根大通、瑞银、汇丰银行没有回应CNN的置评请求。</blockquote></p><p> Wall Street's push for the office</p><p><blockquote>华尔街对办公室的推动</blockquote></p><p> For months, Wall Street has pushed for employees to come back to the office as more Americans get vaccinated against Covid-19.</p><p><blockquote>几个月来，随着越来越多的美国人接种新冠肺炎疫苗，华尔街一直在推动员工回到办公室。</blockquote></p><p> Morgan Stanley CEO James Gorman and Bank of America CEO Brian Moynihan, for example, both made it clear that they're expecting their employees to return by Labor Day — a date that is quickly approaching yet might become a moving target as the Delta variant continues to spread.</p><p><blockquote>例如，Morgan Stanley首席执行官James Gorman和Bank of America首席执行官Brian Moynihan都明确表示，他们预计员工将在劳动节之前返回——这个日期很快就会临近，但随着德尔塔变异毒株的继续蔓延，可能会成为一个移动的目标。</blockquote></p><p> Gorman previously warned that he'll be \"very disappointed\" if workers aren't back by Labor Day. And for those who are not, \"we'll have a different kind of conversation,\" he said. As for Moynihan, he recently said, \"Our view is all the vaccinated teammates will be back\" after Labor Day.</p><p><blockquote>戈尔曼此前警告说，如果工人们在劳动节之前没有回来，他将“非常失望”。对于那些不是的人，“我们将进行不同类型的对话，”他说。至于莫伊尼汉，他最近表示，“我们的观点是所有接种疫苗的队友都会在劳动节后回来”。</blockquote></p><p> The rush to get back to the office is due, in part, to work cultural concerns, as Zoom calls and Slack messages are no substitute for in-person meetings and training. Others worries center on cybersecurity and risk management vulnerabilities inherent in businesses that conduct billions of dollars of transactions every day.</p><p><blockquote>急于回到办公室的部分原因是工作文化问题，因为Zoom评级和Slack消息无法替代面对面的会议和培训。其他人担心的是每天进行数十亿美元交易的企业固有的网络安全和风险管理漏洞。</blockquote></p><p> At its core, banking is a highly interactive business — and no one on hyper-competitive Wall Street wants to lose a deal because of a slow WiFi connection.</p><p><blockquote>银行业的核心是一项高度互动的业务，在竞争异常激烈的华尔街，没有人愿意因为WiFi连接速度慢而失去交易。</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>Goldman Sachs draws a line in the sand on employee vaccination<blockquote>高盛对员工疫苗接种划清界限</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\">\nGoldman Sachs draws a line in the sand on employee vaccination<blockquote>高盛对员工疫苗接种划清界限</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-30 14:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN)All eyes are on Wall Street as the Covid-19 Delta variant continues to spread and Corporate America starts rolling out vaccination policies.</p><p><blockquote>纽约（CNN）随着新冠肺炎德尔塔变异毒株继续蔓延，美国企业界开始推出疫苗接种政策，所有的目光都集中在华尔街。</blockquote></p><p> And although there's talk of banks requiring employees to show proof of vaccination, Goldman Sachs has drawn its line in the sand. The investment bank is barring employees from using their ID cards to enter the office building if they haven't submitted proof of their vaccination status, a spokesperson for the company told CNN Business.</p><p><blockquote>尽管有传言称银行要求员工出示疫苗接种证明，但高盛已经划清界限。该公司发言人告诉CNN Business，如果员工没有提交疫苗接种状况证明，该投资银行将禁止他们使用身份证进入办公楼。</blockquote></p><p> Goldman's plan</p><p><blockquote>高盛的计划</blockquote></p><p> Goldman Sachs employees are currently required to report their vaccine status to the company, a policy that was instituted on June 10. Failure to do so comes with specific consequences.</p><p><blockquote>高盛员工目前被要求向公司报告他们的疫苗状况，这是6月10日制定的政策。不这样做会带来特定的后果。</blockquote></p><p> \"If you do not report your vaccine status to Goldman, your ID card will not work to enter the building,\" a spokesperson for the company told CNN Business. \"The entrance of the building is contingent on you reporting your vaccine status,\" the spokesperson added.</p><p><blockquote>该公司发言人告诉CNN Business：“如果你不向高盛报告你的疫苗状况，你的身份证将无法进入大楼。”发言人补充说：“大楼的入口取决于你报告你的疫苗状况。”</blockquote></p><p> Unvaccinated employees are required to get a rapid Covid-19 test on site at the Goldman Sachs office and will be tested regularly, the spokesperson said. Employees who test positive will immediately be asked to leave the building.</p><p><blockquote>该发言人表示，未接种疫苗的员工需要在高盛办公室现场接受快速Covid-19检测，并将定期接受检测。检测呈阳性的员工将被立即要求离开大楼。</blockquote></p><p> How other banks are handling the return to work</p><p><blockquote>其他银行如何应对复工</blockquote></p><p> Morgan Stanley (MS)'s New York office is banning all unvaccinated staff and clients from entering its headquarters. All employees who work in buildings with a \"large employee presence\" were required to confirm their vaccination status by July 1, according to a memo to employees.</p><p><blockquote>摩根士丹利（MS）纽约办事处禁止所有未接种疫苗的员工和客户进入其总部。根据一份给员工的备忘录，所有在“大量员工”的建筑物中工作的员工都必须在7月1日之前确认他们的疫苗接种状态。</blockquote></p><p> At Deutsche Bank (DB), there are no restrictions on employees who are vaccinated and have shared their vaccine status with the company, a spokesperson for the bank told CNN Business. Unvaccinated employees and employees who don't share their vaccination status, however, are required to answer a set of questions about any symptoms and travel, and must wear masks and get tested several times per week at the office.</p><p><blockquote>德意志银行(DB)发言人告诉CNN Business，该银行对接种疫苗并与公司分享疫苗状态的员工没有任何限制。然而，未接种疫苗的员工和不分享其疫苗接种状况的员工需要回答一系列有关任何症状和旅行的问题，并且必须戴口罩并每周在办公室接受几次检测。</blockquote></p><p> Citibank employees who are vaccinated can submit their vaccine cards, and employees who are not vaccinated are required to test three times per week with an at-home rapid test. After taking the test, the employees upload their results to the test's app for their employer to see.</p><p><blockquote>接种疫苗的花旗银行员工可以提交疫苗卡，未接种疫苗的员工需要每周进行三次家庭快速检测。参加测试后，员工将他们的结果上传到测试的应用程序，供雇主查看。</blockquote></p><p> Bank of America (BAC) was more vague when asked for specifics on how their vaccine policy will be implemented. \"We are pulling folks back who have shared their vaccination status,\" a spokesperson for the company told CNN Business. \"We are prioritizing the vaccinated coming back,\" the spokesperson added.</p><p><blockquote>当被问及如何实施疫苗政策的具体细节时，美国银行（BAC）的态度更加模糊。该公司发言人告诉CNN Business：“我们正在撤回那些分享疫苗接种状况的人。”该发言人补充说：“我们正在优先考虑接种疫苗的人返回。”</blockquote></p><p> Wells Fargo (CBEAX) is \"collecting vaccination status from our employees to better enable our focus on health and safety in the workplace,\" a spokesperson for the company told CNN Business.</p><p><blockquote>富国银行(CBEAX)发言人告诉CNN Business，该公司正在“收集员工的疫苗接种状况，以更好地关注工作场所的健康和安全”。</blockquote></p><p> Jefferies (JEF) is only allowing vaccinated employees into the office according to a memo that the company's CEO and president sent to employees, and only after they're past the appropriate waiting period for full vaccine efficacy. \"We require that, after Labor Day, anyone who is not fully vaccinated should continue to work from home,\" the memo said.</p><p><blockquote>根据该公司首席执行官和总裁发给员工的备忘录，杰富瑞(JEF)只允许接种疫苗的员工进入办公室，并且只有在他们过了疫苗完全生效的适当等待期之后。备忘录称：“我们要求，劳动节过后，任何未完全接种疫苗的人都应继续在家工作。”</blockquote></p><p> Barclays declined to comment on its vaccine policy.</p><p><blockquote>巴克莱拒绝就其疫苗政策发表评论。</blockquote></p><p> JP Morgan Chase, UBS, HSBC did not respond to CNN's request for comment.</p><p><blockquote>摩根大通、瑞银、汇丰银行没有回应CNN的置评请求。</blockquote></p><p> Wall Street's push for the office</p><p><blockquote>华尔街对办公室的推动</blockquote></p><p> For months, Wall Street has pushed for employees to come back to the office as more Americans get vaccinated against Covid-19.</p><p><blockquote>几个月来，随着越来越多的美国人接种新冠肺炎疫苗，华尔街一直在推动员工回到办公室。</blockquote></p><p> Morgan Stanley CEO James Gorman and Bank of America CEO Brian Moynihan, for example, both made it clear that they're expecting their employees to return by Labor Day — a date that is quickly approaching yet might become a moving target as the Delta variant continues to spread.</p><p><blockquote>例如，Morgan Stanley首席执行官James Gorman和Bank of America首席执行官Brian Moynihan都明确表示，他们预计员工将在劳动节之前返回——这个日期很快就会临近，但随着德尔塔变异毒株的继续蔓延，可能会成为一个移动的目标。</blockquote></p><p> Gorman previously warned that he'll be \"very disappointed\" if workers aren't back by Labor Day. And for those who are not, \"we'll have a different kind of conversation,\" he said. As for Moynihan, he recently said, \"Our view is all the vaccinated teammates will be back\" after Labor Day.</p><p><blockquote>戈尔曼此前警告说，如果工人们在劳动节之前没有回来，他将“非常失望”。对于那些不是的人，“我们将进行不同类型的对话，”他说。至于莫伊尼汉，他最近表示，“我们的观点是所有接种疫苗的队友都会在劳动节后回来”。</blockquote></p><p> The rush to get back to the office is due, in part, to work cultural concerns, as Zoom calls and Slack messages are no substitute for in-person meetings and training. Others worries center on cybersecurity and risk management vulnerabilities inherent in businesses that conduct billions of dollars of transactions every day.</p><p><blockquote>急于回到办公室的部分原因是工作文化问题，因为Zoom评级和Slack消息无法替代面对面的会议和培训。其他人担心的是每天进行数十亿美元交易的企业固有的网络安全和风险管理漏洞。</blockquote></p><p> At its core, banking is a highly interactive business — and no one on hyper-competitive Wall Street wants to lose a deal because of a slow WiFi connection.</p><p><blockquote>银行业的核心是一项高度互动的业务，在竞争异常激烈的华尔街，没有人愿意因为WiFi连接速度慢而失去交易。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/29/business/goldman-sachs-vaccine-building/index.html\">CNN</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":{"GS":"高盛"},"source_url":"https://edition.cnn.com/2021/07/29/business/goldman-sachs-vaccine-building/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195043582","content_text":"New York (CNN)All eyes are on Wall Street as the Covid-19 Delta variant continues to spread and Corporate America starts rolling out vaccination policies.\nAnd although there's talk of banks requiring employees to show proof of vaccination, Goldman Sachs has drawn its line in the sand. The investment bank is barring employees from using their ID cards to enter the office building if they haven't submitted proof of their vaccination status, a spokesperson for the company told CNN Business.\nGoldman's plan\nGoldman Sachs employees are currently required to report their vaccine status to the company, a policy that was instituted on June 10. Failure to do so comes with specific consequences.\n\"If you do not report your vaccine status to Goldman, your ID card will not work to enter the building,\" a spokesperson for the company told CNN Business. \"The entrance of the building is contingent on you reporting your vaccine status,\" the spokesperson added.\nUnvaccinated employees are required to get a rapid Covid-19 test on site at the Goldman Sachs office and will be tested regularly, the spokesperson said. Employees who test positive will immediately be asked to leave the building.\nHow other banks are handling the return to work\nMorgan Stanley (MS)'s New York office is banning all unvaccinated staff and clients from entering its headquarters. All employees who work in buildings with a \"large employee presence\" were required to confirm their vaccination status by July 1, according to a memo to employees.\nAt Deutsche Bank (DB), there are no restrictions on employees who are vaccinated and have shared their vaccine status with the company, a spokesperson for the bank told CNN Business. Unvaccinated employees and employees who don't share their vaccination status, however, are required to answer a set of questions about any symptoms and travel, and must wear masks and get tested several times per week at the office.\nCitibank employees who are vaccinated can submit their vaccine cards, and employees who are not vaccinated are required to test three times per week with an at-home rapid test. After taking the test, the employees upload their results to the test's app for their employer to see.\nBank of America (BAC) was more vague when asked for specifics on how their vaccine policy will be implemented. \"We are pulling folks back who have shared their vaccination status,\" a spokesperson for the company told CNN Business. \"We are prioritizing the vaccinated coming back,\" the spokesperson added.\nWells Fargo (CBEAX) is \"collecting vaccination status from our employees to better enable our focus on health and safety in the workplace,\" a spokesperson for the company told CNN Business.\nJefferies (JEF) is only allowing vaccinated employees into the office according to a memo that the company's CEO and president sent to employees, and only after they're past the appropriate waiting period for full vaccine efficacy. \"We require that, after Labor Day, anyone who is not fully vaccinated should continue to work from home,\" the memo said.\nBarclays declined to comment on its vaccine policy.\nJP Morgan Chase, UBS, HSBC did not respond to CNN's request for comment.\nWall Street's push for the office\nFor months, Wall Street has pushed for employees to come back to the office as more Americans get vaccinated against Covid-19.\nMorgan Stanley CEO James Gorman and Bank of America CEO Brian Moynihan, for example, both made it clear that they're expecting their employees to return by Labor Day — a date that is quickly approaching yet might become a moving target as the Delta variant continues to spread.\nGorman previously warned that he'll be \"very disappointed\" if workers aren't back by Labor Day. And for those who are not, \"we'll have a different kind of conversation,\" he said. As for Moynihan, he recently said, \"Our view is all the vaccinated teammates will be back\" after Labor Day.\nThe rush to get back to the office is due, in part, to work cultural concerns, as Zoom calls and Slack messages are no substitute for in-person meetings and training. Others worries center on cybersecurity and risk management vulnerabilities inherent in businesses that conduct billions of dollars of transactions every day.\nAt its core, banking is a highly interactive business — and no one on hyper-competitive Wall Street wants to lose a deal because of a slow WiFi 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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629367514,"share":"https://www.laohu8.com/m/news/1193835893?lang=zh_CN&edition=full","pubTime":"2021-08-19 18:05","market":"us","language":"en","title":"NVIDIA Earnings: Here's What You Need To Know<blockquote>英伟达收益：以下是您需要了解的内容</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193835893","media":"Tiger Newspress","summary":"NVIDIA reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 ","content":"<p>NVIDIA&nbsp;reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.</p><p><blockquote>英伟达报告称，截至2021年8月1日的第二季度营收达到创纪录的65.1亿美元，同比增长68%，环比增长15%，来自该公司游戏、数据中心和专业可视化平台的营收创历史新高。</blockquote></p><p> GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.</p><p><blockquote>该季度GAAP摊薄后每股收益为0.94美元，同比增长276%，环比增长24%。非GAAP摊薄后每股收益为1.04美元，同比增长89%，环比增长14%。</blockquote></p><p> NVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.</p><p><blockquote>英伟达在第二季度支付了1亿美元的季度现金股息。它将于2021年9月23日向2021年9月1日登记在册的所有股东支付每股0.04美元的下一季度现金股息。</blockquote></p><p> On July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.</p><p><blockquote>2021年7月19日，公司以向截至2021年6月21日登记在册的股东派发股票股息的形式完成了普通股四比一的分割。所有呈现的股票和每股金额均已追溯调整，以反映股票分割。</blockquote></p><p> “Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said&nbsp;Nvidia CEO Jensen Huang&nbsp;in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems,&nbsp;to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”</p><p><blockquote>英伟达首席执行官黄仁勋在一份声明中表示：“英伟达在加速计算方面的开创性工作继续推动图形、科学计算和人工智能的发展。”“在Nvidia平台的支持下，开发人员正在创造我们这个时代最具影响力的技术——从自然语言理解和推荐系统，到自动驾驶汽车和物流中心，到数字生物学和气候科学，再到遵守物理定律的元宇宙世界。”</blockquote></p><p> He called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.</p><p><blockquote>黄说，他呼吁采用Nvidia Base Command和Fleet Command等新技术来大规模部署人工智能，以及Omniverse，这是一个面向工程师的模拟平台，可以实现物理逼真的虚拟世界和最终的“元宇宙”。</blockquote></p><p> More than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.</p><p><blockquote>现在有500多家公司和50,000名个人创作者正在评估Omniverse企业平台。</blockquote></p><p> Huang&nbsp;will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.</p><p><blockquote>黄将于11月18日在半导体行业协会（SIA）年度颁奖晚宴上获得芯片行业的最高荣誉——罗伯特·诺伊斯奖。该奖项以英特尔联合创始人罗伯特·诺伊斯的名字命名，他在芯片行业的黎明时期取得了许多开创性的成就。</blockquote></p><p> Nvidia has seen a boom in both gaming and data&nbsp;center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.</p><p><blockquote>随着用户在疫情期间上网，英伟达的游戏和数据中心收入都出现了繁荣。游戏玩家一直在抢购显卡来玩PC游戏，但半导体短缺伤害了英伟达等公司，加密货币矿工也在抢购显卡。</blockquote></p><p> Last year, Nvidia completed its&nbsp;$7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data&nbsp;centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its&nbsp;$40 billion acquisition of Arm.</p><p><blockquote>去年，英伟达完成了对Mellanox的70亿美元收购，该公司生产数据中心连接芯片的关键技术。Mellanox的收入包含在CPU和网络部门。但英伟达仍在等待监管机构对其400亿美元收购Arm的批准。</blockquote></p><p> Nvidia CFO Collette Kress said,&nbsp;\"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p><p><blockquote>英伟达CFO Collette Kress表示，“尽管一些Arm被许可方对这笔交易表示担忧或反对，与监管机构的讨论时间也比最初想象的要长，但我们对这笔交易充满信心，监管机构应该认识到此次收购对Arm、其被许可方和整个行业的好处。”</blockquote></p><p> <b>Datacenter</b></p><p><blockquote><b>数据中心</b></blockquote></p><p> Datacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers&nbsp;in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.</p><p><blockquote>数据中心收入达到23.7亿美元，同比增长35%。英伟达在本季度推出了多种产品，并表示在全球最新500强超级计算机中有342台。英伟达表示，预计数据中心收入的增长率将会加速。黄在分析师看涨期权上表示，人工智能模型参数每两个月翻一番，这推动了超级计算机和其他人工智能硬件的大量增长。</blockquote></p><p> Nvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.</p><p><blockquote>Nvidia指出，其针对人工智能初创公司的Inception acceleration计划拥有超过8,500名成员，这些公司已在90个国家筹集了超过600亿美元。15年来，它的CUDA技术已经被下载了2700万次。</blockquote></p><p> “Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”</p><p><blockquote>“现在世界上几乎每家公司都必须成为高性能计算公司，”黄说。“你看到一个又一个云服务提供商正在有效地建造超级计算机。”</blockquote></p><p> <b>Gaming</b></p><p><blockquote><b>游戏</b></blockquote></p><p> As noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.</p><p><blockquote>如前所述，游戏收入为30.6亿美元，同比增长85%，环比增长11%。Nvidia在本季度推出了GeForce RTX 3080 Ti和3070 Ti显卡，使游戏PC的图形性能比上一代产品提高了50%。英伟达RTX（为了更好的阴影和照明）现在在130个游戏和应用程序中。</blockquote></p><p> GeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.</p><p><blockquote>英伟达的云游戏平台GeForce Now现在拥有1000多款PC游戏。克雷斯表示，英伟达的台式机和笔记本电脑产品的游戏业务供应有限。</blockquote></p><p> Nvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.</p><p><blockquote>Nvidia最近几个季度针对加密货币矿工开发了低哈希率卡，这样他们就不会购买所有的游戏显卡。展望未来，Nvidia预计加密采矿卡对收入的贡献微乎其微。</blockquote></p><p></p><p> Nvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.</p><p><blockquote>英伟达的加密货币芯片产品CMP的销售额为2.66亿美元，低于该公司5月份预测的4亿美元。</blockquote></p><p> “In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”</p><p><blockquote>她说：“为了满足看护者的需求并将GeForce直接推向游戏玩家，我们增加了加密货币挖矿处理器（CMP）的供应，并推出了具有有限以太币挖矿能力的低哈希率GeForce GPU。”“本季度我们基于Ampere架构的GeForce出货量中超过80%是低哈希率GPU。”</blockquote></p><p> But she said the combination of crypto and gaming revenue is hard to quantify.</p><p><blockquote>但她表示，加密货币和游戏收入的结合很难量化。</blockquote></p><p> <b>Professional visualization</b></p><p><blockquote><b>专业可视化</b></blockquote></p><p> Professional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.</p><p><blockquote>专业可视化创造了5.19亿美元的收入，同比增长156%，环比增长40%。随着远程工作成为常态，这种需求很大程度上是由在家中装备设计办公室的需求推动的。</blockquote></p><p> <b>Automotive</b></p><p><blockquote><b>汽车的</b></blockquote></p><p> Second-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.</p><p><blockquote>第二季度汽车营收为1.52亿美元，同比增长37%，环比下降1%。英伟达在本季度宣布，AutoX Gen5机器人出租车平台正在使用Nvidia Drive技术。</blockquote></p><p> <b>Outlook</b></p><p><blockquote><b>世界观</b></blockquote></p><p> For the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data&nbsp;center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 billion.</p><p><blockquote>截至10月31日的第三季度，分析师预计每股收益为1.04美元，营收为65.3亿美元。英伟达表示，在数据中心收入加速增长的推动下，预计收入将达到68亿美元。该公司预计游戏需求将超过供应，尽管游戏预计将增长。分析师预计英伟达整个财年每股收益为3.95美元，营收为249亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NVIDIA Earnings: Here's What You Need To Know<blockquote>英伟达收益：以下是您需要了解的内容</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\">\nNVIDIA Earnings: Here's What You Need To Know<blockquote>英伟达收益：以下是您需要了解的内容</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-19 18:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>NVIDIA&nbsp;reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.</p><p><blockquote>英伟达报告称，截至2021年8月1日的第二季度营收达到创纪录的65.1亿美元，同比增长68%，环比增长15%，来自该公司游戏、数据中心和专业可视化平台的营收创历史新高。</blockquote></p><p> GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.</p><p><blockquote>该季度GAAP摊薄后每股收益为0.94美元，同比增长276%，环比增长24%。非GAAP摊薄后每股收益为1.04美元，同比增长89%，环比增长14%。</blockquote></p><p> NVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.</p><p><blockquote>英伟达在第二季度支付了1亿美元的季度现金股息。它将于2021年9月23日向2021年9月1日登记在册的所有股东支付每股0.04美元的下一季度现金股息。</blockquote></p><p> On July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.</p><p><blockquote>2021年7月19日，公司以向截至2021年6月21日登记在册的股东派发股票股息的形式完成了普通股四比一的分割。所有呈现的股票和每股金额均已追溯调整，以反映股票分割。</blockquote></p><p> “Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said&nbsp;Nvidia CEO Jensen Huang&nbsp;in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems,&nbsp;to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”</p><p><blockquote>英伟达首席执行官黄仁勋在一份声明中表示：“英伟达在加速计算方面的开创性工作继续推动图形、科学计算和人工智能的发展。”“在Nvidia平台的支持下，开发人员正在创造我们这个时代最具影响力的技术——从自然语言理解和推荐系统，到自动驾驶汽车和物流中心，到数字生物学和气候科学，再到遵守物理定律的元宇宙世界。”</blockquote></p><p> He called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.</p><p><blockquote>黄说，他呼吁采用Nvidia Base Command和Fleet Command等新技术来大规模部署人工智能，以及Omniverse，这是一个面向工程师的模拟平台，可以实现物理逼真的虚拟世界和最终的“元宇宙”。</blockquote></p><p> More than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.</p><p><blockquote>现在有500多家公司和50,000名个人创作者正在评估Omniverse企业平台。</blockquote></p><p> Huang&nbsp;will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.</p><p><blockquote>黄将于11月18日在半导体行业协会（SIA）年度颁奖晚宴上获得芯片行业的最高荣誉——罗伯特·诺伊斯奖。该奖项以英特尔联合创始人罗伯特·诺伊斯的名字命名，他在芯片行业的黎明时期取得了许多开创性的成就。</blockquote></p><p> Nvidia has seen a boom in both gaming and data&nbsp;center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.</p><p><blockquote>随着用户在疫情期间上网，英伟达的游戏和数据中心收入都出现了繁荣。游戏玩家一直在抢购显卡来玩PC游戏，但半导体短缺伤害了英伟达等公司，加密货币矿工也在抢购显卡。</blockquote></p><p> Last year, Nvidia completed its&nbsp;$7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data&nbsp;centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its&nbsp;$40 billion acquisition of Arm.</p><p><blockquote>去年，英伟达完成了对Mellanox的70亿美元收购，该公司生产数据中心连接芯片的关键技术。Mellanox的收入包含在CPU和网络部门。但英伟达仍在等待监管机构对其400亿美元收购Arm的批准。</blockquote></p><p> Nvidia CFO Collette Kress said,&nbsp;\"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"</p><p><blockquote>英伟达CFO Collette Kress表示，“尽管一些Arm被许可方对这笔交易表示担忧或反对，与监管机构的讨论时间也比最初想象的要长，但我们对这笔交易充满信心，监管机构应该认识到此次收购对Arm、其被许可方和整个行业的好处。”</blockquote></p><p> <b>Datacenter</b></p><p><blockquote><b>数据中心</b></blockquote></p><p> Datacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers&nbsp;in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.</p><p><blockquote>数据中心收入达到23.7亿美元，同比增长35%。英伟达在本季度推出了多种产品，并表示在全球最新500强超级计算机中有342台。英伟达表示，预计数据中心收入的增长率将会加速。黄在分析师看涨期权上表示，人工智能模型参数每两个月翻一番，这推动了超级计算机和其他人工智能硬件的大量增长。</blockquote></p><p> Nvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.</p><p><blockquote>Nvidia指出，其针对人工智能初创公司的Inception acceleration计划拥有超过8,500名成员，这些公司已在90个国家筹集了超过600亿美元。15年来，它的CUDA技术已经被下载了2700万次。</blockquote></p><p> “Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”</p><p><blockquote>“现在世界上几乎每家公司都必须成为高性能计算公司，”黄说。“你看到一个又一个云服务提供商正在有效地建造超级计算机。”</blockquote></p><p> <b>Gaming</b></p><p><blockquote><b>游戏</b></blockquote></p><p> As noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.</p><p><blockquote>如前所述，游戏收入为30.6亿美元，同比增长85%，环比增长11%。Nvidia在本季度推出了GeForce RTX 3080 Ti和3070 Ti显卡，使游戏PC的图形性能比上一代产品提高了50%。英伟达RTX（为了更好的阴影和照明）现在在130个游戏和应用程序中。</blockquote></p><p> GeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.</p><p><blockquote>英伟达的云游戏平台GeForce Now现在拥有1000多款PC游戏。克雷斯表示，英伟达的台式机和笔记本电脑产品的游戏业务供应有限。</blockquote></p><p> Nvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.</p><p><blockquote>Nvidia最近几个季度针对加密货币矿工开发了低哈希率卡，这样他们就不会购买所有的游戏显卡。展望未来，Nvidia预计加密采矿卡对收入的贡献微乎其微。</blockquote></p><p></p><p> Nvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.</p><p><blockquote>英伟达的加密货币芯片产品CMP的销售额为2.66亿美元，低于该公司5月份预测的4亿美元。</blockquote></p><p> “In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”</p><p><blockquote>她说：“为了满足看护者的需求并将GeForce直接推向游戏玩家，我们增加了加密货币挖矿处理器（CMP）的供应，并推出了具有有限以太币挖矿能力的低哈希率GeForce GPU。”“本季度我们基于Ampere架构的GeForce出货量中超过80%是低哈希率GPU。”</blockquote></p><p> But she said the combination of crypto and gaming revenue is hard to quantify.</p><p><blockquote>但她表示，加密货币和游戏收入的结合很难量化。</blockquote></p><p> <b>Professional visualization</b></p><p><blockquote><b>专业可视化</b></blockquote></p><p> Professional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.</p><p><blockquote>专业可视化创造了5.19亿美元的收入，同比增长156%，环比增长40%。随着远程工作成为常态，这种需求很大程度上是由在家中装备设计办公室的需求推动的。</blockquote></p><p> <b>Automotive</b></p><p><blockquote><b>汽车的</b></blockquote></p><p> Second-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.</p><p><blockquote>第二季度汽车营收为1.52亿美元，同比增长37%，环比下降1%。英伟达在本季度宣布，AutoX Gen5机器人出租车平台正在使用Nvidia Drive技术。</blockquote></p><p> <b>Outlook</b></p><p><blockquote><b>世界观</b></blockquote></p><p> For the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data&nbsp;center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 billion.</p><p><blockquote>截至10月31日的第三季度，分析师预计每股收益为1.04美元，营收为65.3亿美元。英伟达表示，在数据中心收入加速增长的推动下，预计收入将达到68亿美元。该公司预计游戏需求将超过供应，尽管游戏预计将增长。分析师预计英伟达整个财年每股收益为3.95美元，营收为249亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193835893","content_text":"NVIDIA reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company’s Gaming, Data Center and Professional Visualization platforms.\nGAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.\nNVIDIA paid quarterly cash dividends of $100 million in the second quarter. It will pay its next quarterly cash dividend of $0.04 per share on September 23, 2021, to all shareholders of record on September 1, 2021.\nOn July 19, 2021, the company completed a four-for-one split of its common stock in the form of a stock dividend to shareholders of record as of June 21, 2021. All share and per share amounts presented have been retroactively adjusted to reflect the stock split.\n“Nvidia’s pioneering work in accelerated computing continues to advance graphics, scientific computing, and AI,” said Nvidia CEO Jensen Huang in a statement. “Enabled by the Nvidia platform, developers are creating the most impactful technologies of our time — from natural language understanding and recommender systems, to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.”\nHe called out new technologies such as Nvidia Base Command and Fleet Command for deploying AI at scale, as well as the Omniverse, the simulation platform for engineers that could enable physically realistic virtual worlds and the eventual “metaverse,” Huang said.\nMore than 500 companies and 50,000 individual creators are evaluating the Omniverse Enterprise platform now.\nHuang will receive the chip industry’s highest honor, the Robert N. Noyce Award, at the Semiconductor Industry Association (SIA) annual awards dinner on November 18. The award is named after Intel co-founder Robert Noyce, who is credited with numerous pioneering achievements at the dawn of the chip industry.\nNvidia has seen a boom in both gaming and data center revenues as users go online during the pandemic. Gamers have been snatching up graphics cards to play PC games, but a shortage of semiconductors has hurt companies like Nvidia, and cryptocurrency miners are also buying up the graphics cards.\nLast year, Nvidia completed its $7 billion acquisition of Mellanox, which makes key technologies for connecting chips in data centers. Mellanox revenue is included in the CPU and networking segment. But Nvidia is still waiting on regulatory approval for its $40 billion acquisition of Arm.\nNvidia CFO Collette Kress said, \"Although some Arm licensees have expressed concerns or objected to the transaction, and discussions with regulators are taking longer than initially thought, we are confident in the deal and that regulators should recognize the benefits of the acquisition to Arm, its licensees, and the industry.\"\nDatacenter\nDatacenter revenues hit $2.37 billion, up 35% from a year earlier. Nvidia launched a variety of products in the quarter, and it said it is in 342 of the latestTop500 supercomputers in the world. Nvidia said it foresees the growth rate accelerating for datacenter revenues. In an analyst call, Huang said that AI model parameters are doubling every two months, and that is driving a lot of growth for supercomputers and other AI hardware.\nNvidia noted its Inception acceleration program for AI startups has more than 8,500 members, and those companies have raised more than $60 billion across 90 countries. Its CUDA tech has now been downloaded 27 million times over 15 years.\n“Almost every company in the world has to be a high-performance computing company now,” Huang said. “You see that cloud service providers one after another are building effectively supercomputers.”\nGaming\nAs noted, gaming revenue was $3.06 billion, up 85% from a year earlier and up 11% from the previous quarter. Nvidia launched its GeForce RTX 3080 Ti and 3070 Ti graphics cards in the quarter, giving gaming PCs a 50% boost in graphics performance over the prior generation. And Nvidia RTX (for better shadows and lighting) is now in 130 games and applications.\nGeForce Now, Nvidia’s cloud gaming platform, now has more than 1,000 PC games. Kress said Nvidia is supply constrained for the gaming business in desktop and laptop products.\nNvidia in recent quarters has created low hash-rate cards aimed at cryptocurrency miners so that they don’t buy up all of the gaming graphics cards. Going forward, Nvidia expects minimal contribution to revenues from crypto mining cards.\nNvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May.\n“In an effort to address the needs of minders and direct GeForce to gamers, we increased the supply of cryptocurrency mining processors, or CMP, and introduced low-hash rate GeForce GPUs with limited Ethereum mining capability,” she said. “Over 80% of our Ampere architecture-based GeForce shipments in the quarter were low hash-rate GPUs.”\nBut she said the combination of crypto and gaming revenue is hard to quantify.\nProfessional visualization\nProfessional visualization generated revenues of $519 million, up 156% from a year earlier and up 40% from the previous quarter. A lot of that demand was driven by the need to outfit design offices at home as remote work becomes the norm.\nAutomotive\nSecond-quarter automotive revenue was $152 million, up 37% from a year earlier and down 1% from the previous quarter. Nvidia announced during the quarter that the AutoX Gen5 robot taxi platform is using Nvidia Drive technology.\nOutlook\nFor the third quarter ending October 31, analysts expect earnings to be $1.04 a share on revenue of $6.53 billion. Nvidia said it expects revenue to come in at $6.80 billion, driven by accelerating growth in data center revenues. The company expects gaming demand to exceed supply, though gaming is expected to grow. For the full fiscal year, analysts expect Nvidia to report earnings of $3.95 a share on revenue of $24.9 billion.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830058282,"gmtCreate":1628995274846,"gmtModify":1631890159158,"author":{"id":"3570938566541704","authorId":"3570938566541704","name":"王虎V","avatar":"https://static.tigerbbs.com/49ea46c7d8ca735c2b0014844e08b2c5","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570938566541704","authorIdStr":"3570938566541704"},"themes":[],"title":"","htmlText":"Rip","listText":"Rip","text":"Rip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830058282","repostId":"2159214118","repostType":4,"isVote":1,"tweetType":1,"viewCount":2311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}