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2021-12-29

$tlry [What]

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2021-12-28

Then.. whats the point.. can eat?

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2021-12-23

Yayaya

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2021-12-23

$Tilray Inc.(TLRY)$when is approval?

2021-12-20

What a total fake piece of news

抱歉，原内容已删除

2021-12-19

Wow 10 yrs.. truly a fool's article..

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2021-12-18

Tencents? Provided it is not sabotaged by political reasons.

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2021-12-17

$Tilray Inc.(TLRY)$果然speculative stock

2021-12-17

$Palantir Technologies Inc.(PLTR)$come on!

2021-11-25

Then is time to sell the other way round?

Apple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变基调，看到 iPhone 强劲业绩</blockquote>

2021-11-25

This news going on for some time..

Worried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下 3 件事</blockquote>

2021-11-24

Hahahha

Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir 股票：童话般的估值</blockquote>

2021-11-24

Fool.com mention nio how many times alr?

抱歉，原内容已删除

2021-11-20

$GrowGeneration Corp.(GRWG)$$Nano Dimension(NNDM)$$DermTech, Inc.(DMTK)$i closed my positions in these growth stocks post market today. sick.

2021-11-20

$Nano Dimension(NNDM)$goodbye

2021-11-19

$GrowGeneration Corp.(GRWG)$very disappointed. 看走眼。

2021-11-16

Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?

Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>卖苹果？为什么这位专家认为苹果股价下跌 12%</blockquote>

2021-11-11

$GrowGeneration Corp.(GRWG)$how much do you want to drop today, after your report (regardless good or bad)?

2021-11-10

Okokok

抱歉，原内容已删除

2021-11-10

$DermTech, Inc.(DMTK)$已经没希望了。

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[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696560973","repostId":"1161513507","repostType":4,"isVote":1,"tweetType":1,"viewCount":3925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696112507,"gmtCreate":1640649536719,"gmtModify":1640649537114,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Then.. whats the point.. can eat?","listText":"Then.. whats the point.. can eat?","text":"Then.. whats the point.. can 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href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>when is approval?","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>when is approval?","text":"$Tilray Inc.(TLRY)$when is approval?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691268377","isVote":1,"tweetType":1,"viewCount":3319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693850165,"gmtCreate":1640004977790,"gmtModify":1640004978139,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"What a total fake piece of news","listText":"What a total fake piece of news","text":"What a total fake piece of news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693850165","repostId":"2192184643","repostType":2,"isVote":1,"tweetType":1,"viewCount":3472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699796903,"gmtCreate":1639888875034,"gmtModify":1639891461329,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Wow 10 yrs.. truly a fool's article..","listText":"Wow 10 yrs.. truly a fool's article..","text":"Wow 10 yrs.. truly a fool's article..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699796903","repostId":"2192035909","repostType":2,"isVote":1,"tweetType":1,"viewCount":3090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699850497,"gmtCreate":1639784372829,"gmtModify":1639792862109,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Tencents? Provided it is not sabotaged by political reasons.","listText":"Tencents? Provided it is not sabotaged by political reasons.","text":"Tencents? Provided it is not sabotaged by political reasons.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699850497","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":5872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699318086,"gmtCreate":1639748491316,"gmtModify":1639748491645,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>果然speculative stock","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>果然speculative stock","text":"$Tilray Inc.(TLRY)$果然speculative stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699318086","isVote":1,"tweetType":1,"viewCount":3099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699086623,"gmtCreate":1639722749908,"gmtModify":1639722750247,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>come on!","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>come on!","text":"$Palantir Technologies Inc.(PLTR)$come on!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699086623","isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874588982,"gmtCreate":1637801579647,"gmtModify":1637801579798,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Then is time to sell the other way round?","listText":"Then is time to sell the other way round?","text":"Then is time to sell the other way round?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874588982","repostId":"1110509260","repostType":4,"repost":{"id":"1110509260","kind":"news","pubTimestamp":1637798779,"share":"https://www.laohunote.com/m/news/1110509260?lang=zh_CN&edition=full","pubTime":"2021-11-25 08:06","market":"us","language":"en","title":"Apple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变基调，看到 iPhone 强劲业绩</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110509260","media":"TheStreet","summary":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.As Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.Figure 1: Apple's latest iPhone model, the iPho","content":"<p>Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.</p><p><blockquote>一旦出现逆向观点，分析师开始同意iPhone将在假日季度的艰难竞争中表现出色。以下是投资者应该知道的。</blockquote></p><p> As Apple stock&nbsp;tries to hang tight to&nbsp;all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.</p><p><blockquote>随着苹果股价试图守住几天前创下的历史高点，投资者有更多理由保持乐观。事实证明，当前的 iPhone 周期至少与一些更乐观的分析师在 2019 年和 2020 年预测的一样强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c7f6dcaeee8725e993989601e0a7c8e\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's latest iPhone model, the iPhone 13.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果最新的iPhone型号，iPhone 13。</span></p></blockquote></p><p> Today, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.</p><p><blockquote>如今，这位苹果专家查看了更多来自华尔街的数据，表明 iPhone 可能会在 2021 年假日季度销量强劲。</blockquote></p><p> <b>iPhone: a contrarian view at first</b></p><p><blockquote><b>iPhone：起初持相反观点</b></blockquote></p><p> Few analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.</p><p><blockquote>很少有分析师敢对iPhone近期的销量做出大胆、乐观的预测。苹果在2020年日历上表现出色，尤其是在iPhone 12推出之后。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbdaab51ac6923579d5a04e59afb0c9\" tg-width=\"829\" tg-height=\"584\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：F19 以来 iPhone 收入增长。</span></p></blockquote></p><p> One of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:</p><p><blockquote>Wedbush 的丹-艾夫斯（Dan Ives）是少数几个反对严格竞争将导致 2021-2022 年增长乏善可陈的共识观点的人之一。在我们几个月前的谈话中，他说：</blockquote></p><p>   “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”  Recently, Dan Ives&nbsp;called for 80 million iPhone units sold&nbsp;in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.</p><p><blockquote>“华尔街低估的是这个超级周期有多么庞大和漫长。如果你看看这个周期，我们仍然有 25% 的用户在过去三年半的时间里没有升级过他们的 iPhone。[...] 在未来两三年内，在网络建成之前，5G 不会被完全普及”。最近，丹·艾夫斯呼吁在下个月结束的第一财季售出8000万部iPhone。我计算出，按照平均售价（ASP）估计为 900 美元（依赖于销售的高端设备的大量组合）计算，iPhone 的收入可能会比去年增长 10%，而去年的数据已经是苹果智能手机部门创纪录的一个季度业绩。</blockquote></p><p> <b>Slowly becoming consensus</b></p><p><blockquote><b>慢慢成为共识</b></blockquote></p><p> Now, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s&nbsp;Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.</p><p><blockquote>现在，其他分析师开始认为iPhone会有不错的表现，甚至在短期内也是如此。摩根大通的萨米克-查特吉（Samik Chatterjee）认为，从现在到 180 美元的目标股价还有约 12% 的上涨空间，他认为大中华区的表现强劲。</blockquote></p><p> The analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.</p><p><blockquote>这位分析师透露，10月份是iPhone在该国销售的一个伟大月份：出货量为1080万部，是自2014年以来最高的月份。查特吉先生认为，这一数字 “预示着该地区 iPhone 13 周期将有一个强劲的开端”，这表明中国将继续实现出色的收入增长。值得一提的是，苹果去年第一财季的营收增长了 57%。</blockquote></p><p> Even one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.</p><p><blockquote>就连华尔街最悲观的人之一、新街的皮埃尔-费拉古（Pierre Ferragu）似乎也相信本季度 iPhone 的销量有上升的潜力。Henote 表示，iOS 在中国已从 Android 手中夺取了 2 个百分点的市场份额，尽管他仍然认为 AAPL 股价较当前水平有 40% 以上的下行风险。</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>Apple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变基调，看到 iPhone 强劲业绩</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: Analysts Change Tune, See Strong iPhone Results<blockquote>苹果股票：分析师改变基调，看到 iPhone 强劲业绩</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-25 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.</p><p><blockquote>一旦出现逆向观点，分析师开始同意iPhone将在假日季度的艰难竞争中表现出色。以下是投资者应该知道的。</blockquote></p><p> As Apple stock&nbsp;tries to hang tight to&nbsp;all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.</p><p><blockquote>随着苹果股价试图守住几天前创下的历史高点，投资者有更多理由保持乐观。事实证明，当前的 iPhone 周期至少与一些更乐观的分析师在 2019 年和 2020 年预测的一样强劲。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c7f6dcaeee8725e993989601e0a7c8e\" tg-width=\"1240\" tg-height=\"697\" width=\"100%\" height=\"auto\"><span>Figure 1: Apple's latest iPhone model, the iPhone 13.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：苹果最新的iPhone型号，iPhone 13。</span></p></blockquote></p><p> Today, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.</p><p><blockquote>如今，这位苹果专家查看了更多来自华尔街的数据，表明 iPhone 可能会在 2021 年假日季度销量强劲。</blockquote></p><p> <b>iPhone: a contrarian view at first</b></p><p><blockquote><b>iPhone：起初持相反观点</b></blockquote></p><p> Few analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.</p><p><blockquote>很少有分析师敢对iPhone近期的销量做出大胆、乐观的预测。苹果在2020年日历上表现出色，尤其是在iPhone 12推出之后。见下图。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cbdaab51ac6923579d5a04e59afb0c9\" tg-width=\"829\" tg-height=\"584\" width=\"100%\" height=\"auto\"><span>Figure 2: iPhone revenue growth since F19.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图 2：F19 以来 iPhone 收入增长。</span></p></blockquote></p><p> One of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:</p><p><blockquote>Wedbush 的丹-艾夫斯（Dan Ives）是少数几个反对严格竞争将导致 2021-2022 年增长乏善可陈的共识观点的人之一。在我们几个月前的谈话中，他说：</blockquote></p><p>   “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”  Recently, Dan Ives&nbsp;called for 80 million iPhone units sold&nbsp;in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.</p><p><blockquote>“华尔街低估的是这个超级周期有多么庞大和漫长。如果你看看这个周期，我们仍然有 25% 的用户在过去三年半的时间里没有升级过他们的 iPhone。[...] 在未来两三年内，在网络建成之前，5G 不会被完全普及”。最近，丹·艾夫斯呼吁在下个月结束的第一财季售出8000万部iPhone。我计算出，按照平均售价（ASP）估计为 900 美元（依赖于销售的高端设备的大量组合）计算，iPhone 的收入可能会比去年增长 10%，而去年的数据已经是苹果智能手机部门创纪录的一个季度业绩。</blockquote></p><p> <b>Slowly becoming consensus</b></p><p><blockquote><b>慢慢成为共识</b></blockquote></p><p> Now, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s&nbsp;Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.</p><p><blockquote>现在，其他分析师开始认为iPhone会有不错的表现，甚至在短期内也是如此。摩根大通的萨米克-查特吉（Samik Chatterjee）认为，从现在到 180 美元的目标股价还有约 12% 的上涨空间，他认为大中华区的表现强劲。</blockquote></p><p> The analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.</p><p><blockquote>这位分析师透露，10月份是iPhone在该国销售的一个伟大月份：出货量为1080万部，是自2014年以来最高的月份。查特吉先生认为，这一数字 “预示着该地区 iPhone 13 周期将有一个强劲的开端”，这表明中国将继续实现出色的收入增长。值得一提的是，苹果去年第一财季的营收增长了 57%。</blockquote></p><p> Even one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.</p><p><blockquote>就连华尔街最悲观的人之一、新街的皮埃尔-费拉古（Pierre Ferragu）似乎也相信本季度 iPhone 的销量有上升的潜力。Henote 表示，iOS 在中国已从 Android 手中夺取了 2 个百分点的市场份额，尽管他仍然认为 AAPL 股价较当前水平有 40% 以上的下行风险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-iphone-strength-has-become-consensus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110509260","content_text":"Once a contrarian view, analysts are starting to agree that the iPhone will perform well against tough comps in the holiday quarter. Here is what investors should know.\nAs Apple stock tries to hang tight to all-time highs reached only a couple of days ago, investors have more reasons to be optimistic. Once a question mark, the current iPhone cycle is proving to be at least as strong as some of the more bullish analysts had predicted in 2019 and 2020.\nFigure 1: Apple's latest iPhone model, the iPhone 13.\nToday, the Apple Maven looks at more data points coming from Wall Street suggesting that the iPhone will likely have a strong holiday quarter of sales in 2021.\niPhone: a contrarian view at first\nFew analysts dared to make bold, optimistic predictions about iPhone sales in the near term. Apple performed superbly in calendar 2020, particularly after the launch of the iPhone 12. See graph below.\nFigure 2: iPhone revenue growth since F19.\nOne of the few to defy the consensus view that tough comps would lead to unimpressive growth in 2021-2022 was Wedbush’s Dan Ives.In our conversation of a few months ago, he stated:\n\n “What the Street underestimates is how massive and elongated this super cycle is. If you look at it, we still have 25% of the base that has not upgraded their iPhones in the last three and a half years. […] 5G does not get fully embraced for the next two or three years, until the networks are built out.”\n\nRecently, Dan Ives called for 80 million iPhone units sold in fiscal Q1 that ends next month. I calculated that, at an estimated ASP (average selling price) of $900 that relies on a heavy blend of higher-end devices sold, iPhone revenues could increase 10% over last year’s number, which in turn had already been a record quarter of performance for Apple’s smartphone segment.\nSlowly becoming consensus\nNow, other analysts are starting to think that the iPhone will perform well, even in the near term. JPMorgan’s Samik Chatterjee, who thinks that AAPL stock has about 12% upside from here to a share price target of $180,seesstrength in Greater China.\nThe analyst disclosed that October has been a great month of sales for the iPhone in the country: 10.8 million units shipped, the highest in any month since 2014. Mr. Chatterjee’s belief that this figure “hints toward a strong start for the iPhone 13 cycle in the region\" suggests that China will continue to see outstanding revenue growth. As a reminder, Apple delivered 57% top-line increase in fiscal Q1 last year.\nEven one of the most bearish on Wall Street, New Street’s Pierre Ferragu, appears to believe in upside potential to iPhone sales this quarter. Henotesthat iOS has grabbed 2 percentage points of market share from Android in China, although he continues to think that AAPL stock has 40%-plus downside risk from current levels.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874583582,"gmtCreate":1637801490586,"gmtModify":1637801490750,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"This news going on for some time..","listText":"This news going on for some time..","text":"This news going on for some time..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874583582","repostId":"1100178242","repostType":4,"repost":{"id":"1100178242","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637920008,"share":"https://www.laohunote.com/m/news/1100178242?lang=zh_CN&edition=full","pubTime":"2021-11-26 17:46","market":"us","language":"en","title":"Worried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下 3 件事</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1100178242","media":"Benzinga Earnings","summary":"COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has so","content":"<p>COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number&nbsp;one&nbsp;spot as a new variant spreads across South Africa.</p><p><blockquote>近几个月来，投资者一直担心新冠肺炎 (COVID-19)，随着一种新变种在南非蔓延，新冠肺炎 (COVID-19) 已跃升至首位。</blockquote></p><p> Asia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.</p><p><blockquote>日本以外的亚洲股市下跌超过2%，欧美股指期货大幅下跌，油价下跌近5%，避险日元上涨约四分之三，美国国债收益率下跌近10个基点。</blockquote></p><p> Little is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.</p><p><blockquote>人们对这种在南非、博茨瓦纳和香港发现的变种知之甚少，但科学家认为它具有不寻常的突变组合，可能能够逃避免疫反应或使其更具传播性。</blockquote></p><p> The news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.</p><p><blockquote>这一消息传出之际，欧洲已经在与死灰复燃的新冠肺炎疫情作斗争，引发了新的限制，增加了近期经济前景的不确定性。</blockquote></p><p> Thin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.</p><p><blockquote>周四美国感恩节假期后的流动性稀缺肯定会加剧价格波动，但毫无疑问，隔夜头条新闻在周五让市场措手不及。</blockquote></p><p> It’s been another great year for investors, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;up another 25.4% on the year. The S&amp;P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation,&nbsp;the&nbsp;COVID-19 variant and the possibility that&nbsp;aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.</p><p><blockquote>对于投资者来说，今年又是伟大的一年，<b>SPDR标普500 ETF信托</b>同比增长 25.4%。标普500自上次调整 10% 以来也已过去一年多，一些投资者越来越担心历史高位股票估值、通胀上升、COVID-19 变体以及美联储激进紧缩政策的可能性可能会引发市场崩盘未来几个季度。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f999347452cfb2fdd30570431642cb9\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Historically, the S&amp;P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.</p><p><blockquote>从历史上看，自 1950 年以来，标普500平均每年回调约 10%。长期投资者没有理由担心市场暂时回调，但有一些方法可以为下一次股市崩盘做好准备，以降低风险并利用潜在的买入机会。在下一次股市崩盘之前，这里有三件事要做。</blockquote></p><p> <b>1. Diversify Your Portfolio</b></p><p><blockquote><b>1. 分散投资组合</b></blockquote></p><p> Not all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.</p><p><blockquote>并非所有市场板块和资产类别在股市崩盘时都会受到同样的打击，但很难事先预测哪些股票将受到最大打击。2008 年的市场崩盘对银行和住房股的打击最大，而 2020 年的崩盘对旅游和零售股的打击尤其严重。在市场崩盘期间，成长型股票也往往比价值型股票遭受更严重的打击。通过将投资组合分散到不同类型的股票、债券、大宗商品和其他投资中，您可以确保您的投资组合不会过度暴露于下一次市场崩盘的最糟糕部分，也不会过度暴露于任何可能避免抛售的投资。</blockquote></p><p> <b>2. Raise Cash</b></p><p><blockquote><b>2. 筹集现金</b></blockquote></p><p> There have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.</p><p><blockquote>历史上有过无数次的回调、崩溃和衰退。在这些时期，对于长期投资者来说，一种每次都有效的策略是逢低买入。但要逢低买入，你必须有现金或保证金。</blockquote></p><p> If you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.</p><p><blockquote>如果你100%投资，你的手将被束缚，你唯一的选择可能是在最糟糕的时候卖出股票。市场崩盘几乎是不可能预测的，所以现在没有必要抛售所有股票，转而持有全部现金。但是将你账户中的现金金额提高到10%、20%或任何让你感觉更舒服的水平，可以让你在下一次崩盘发生时投机取巧。</blockquote></p><p> <b>3. Maintain A Watch List</b></p><p><blockquote><b>3. 维护观察列表</b></blockquote></p><p> Investors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.</p><p><blockquote>在股市崩盘最严重的时候，投资者往往不会做出最好、最理性的决定。最好在坠机前就制定好行动计划，这样当天塌下来的时候，你就不会试图做出情绪化的决定。</blockquote></p><p> Before the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.</p><p><blockquote>在股市转向南方之前，列出你可能有兴趣在下跌时买入的股票清单。在崩盘前研究这些公司并对其进行审查，这样当逢低买入的机会出现时，你只需点击 “买入 ”按钮即可。</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>Worried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下 3 件事</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\">\nWorried About A Market Crash? Here Are 3 Things You Can Do<blockquote>担心市场崩盘？您可以做以下 3 件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-11-26 17:46</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number&nbsp;one&nbsp;spot as a new variant spreads across South Africa.</p><p><blockquote>近几个月来，投资者一直担心新冠肺炎 (COVID-19)，随着一种新变种在南非蔓延，新冠肺炎 (COVID-19) 已跃升至首位。</blockquote></p><p> Asia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.</p><p><blockquote>日本以外的亚洲股市下跌超过2%，欧美股指期货大幅下跌，油价下跌近5%，避险日元上涨约四分之三，美国国债收益率下跌近10个基点。</blockquote></p><p> Little is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.</p><p><blockquote>人们对这种在南非、博茨瓦纳和香港发现的变种知之甚少，但科学家认为它具有不寻常的突变组合，可能能够逃避免疫反应或使其更具传播性。</blockquote></p><p> The news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.</p><p><blockquote>这一消息传出之际，欧洲已经在与死灰复燃的新冠肺炎疫情作斗争，引发了新的限制，增加了近期经济前景的不确定性。</blockquote></p><p> Thin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.</p><p><blockquote>周四美国感恩节假期后的流动性稀缺肯定会加剧价格波动，但毫无疑问，隔夜头条新闻在周五让市场措手不及。</blockquote></p><p> It’s been another great year for investors, with the&nbsp;<b>SPDR S&amp;P 500 ETF Trust</b>&nbsp;up another 25.4% on the year. The S&amp;P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation,&nbsp;the&nbsp;COVID-19 variant and the possibility that&nbsp;aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.</p><p><blockquote>对于投资者来说，今年又是伟大的一年，<b>SPDR标普500 ETF信托</b>同比增长 25.4%。标普500自上次调整 10% 以来也已过去一年多，一些投资者越来越担心历史高位股票估值、通胀上升、COVID-19 变体以及美联储激进紧缩政策的可能性可能会引发市场崩盘未来几个季度。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f999347452cfb2fdd30570431642cb9\" tg-width=\"685\" tg-height=\"375\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Historically, the S&amp;P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.</p><p><blockquote>从历史上看，自 1950 年以来，标普500平均每年回调约 10%。长期投资者没有理由担心市场暂时回调，但有一些方法可以为下一次股市崩盘做好准备，以降低风险并利用潜在的买入机会。在下一次股市崩盘之前，这里有三件事要做。</blockquote></p><p> <b>1. Diversify Your Portfolio</b></p><p><blockquote><b>1. 分散投资组合</b></blockquote></p><p> Not all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.</p><p><blockquote>并非所有市场板块和资产类别在股市崩盘时都会受到同样的打击，但很难事先预测哪些股票将受到最大打击。2008 年的市场崩盘对银行和住房股的打击最大，而 2020 年的崩盘对旅游和零售股的打击尤其严重。在市场崩盘期间，成长型股票也往往比价值型股票遭受更严重的打击。通过将投资组合分散到不同类型的股票、债券、大宗商品和其他投资中，您可以确保您的投资组合不会过度暴露于下一次市场崩盘的最糟糕部分，也不会过度暴露于任何可能避免抛售的投资。</blockquote></p><p> <b>2. Raise Cash</b></p><p><blockquote><b>2. 筹集现金</b></blockquote></p><p> There have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.</p><p><blockquote>历史上有过无数次的回调、崩溃和衰退。在这些时期，对于长期投资者来说，一种每次都有效的策略是逢低买入。但要逢低买入，你必须有现金或保证金。</blockquote></p><p> If you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.</p><p><blockquote>如果你100%投资，你的手将被束缚，你唯一的选择可能是在最糟糕的时候卖出股票。市场崩盘几乎是不可能预测的，所以现在没有必要抛售所有股票，转而持有全部现金。但是将你账户中的现金金额提高到10%、20%或任何让你感觉更舒服的水平，可以让你在下一次崩盘发生时投机取巧。</blockquote></p><p> <b>3. Maintain A Watch List</b></p><p><blockquote><b>3. 维护观察列表</b></blockquote></p><p> Investors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.</p><p><blockquote>在股市崩盘最严重的时候，投资者往往不会做出最好、最理性的决定。最好在坠机前就制定好行动计划，这样当天塌下来的时候，你就不会试图做出情绪化的决定。</blockquote></p><p> Before the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.</p><p><blockquote>在股市转向南方之前，列出你可能有兴趣在下跌时买入的股票清单。在崩盘前研究这些公司并对其进行审查，这样当逢低买入的机会出现时，你只需点击 “买入 ”按钮即可。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100178242","content_text":"COVID-19, a worry that investors had pushed down their list of top concerns in recent months, has soared back up to the number one spot as a new variant spreads across South Africa.\nAsia stocks outside Japan slid over 2%, Europe and U.S. stock futures are down sharply, oil prices drops almost 5%, the safe-haven yen is up around three-quarters of a percent, and U.S. Treasury yields are down almost 10 basis points.\nLittle is known of the variant, detected in South Africa, Botswana and Hong Kong, but scientists reckon it has an unusual combination of mutations and may be able to evade immune responses or make it more transmissible.\nThe news comes as Europe already battles a resurgent COVID-19 outbreak, triggering fresh restrictions that raise uncertainty over the near-term economic outlook.\nThin liquidity following Thursday's U.S. Thanksgiving Day holiday likely exacerbates price moves for sure, but there's little doubt overnight headlines have taken markets by surprise on Friday.\nIt’s been another great year for investors, with the SPDR S&P 500 ETF Trust up another 25.4% on the year. The S&P 500 has also made it more than a year since its last 10% correction, and some investors are growing concerned that a combination of historically high stock valuations, rising inflation, the COVID-19 variant and the possibility that aggressive Federal Reserve tightening could trigger a market crash in the next couple of quarters.\n\nHistorically, the S&P 500 has averaged about one 10% pullback per yearsince 1950. Long-term investors have no reason to fear temporary market pullbacks, but there are ways to prepare for the next stock market crash to reduce your risk and take advantage of the potential buying opportunity. Here are three things to do before the next stock market crash.\n1. Diversify Your Portfolio\nNot all market sectors and asset classes take the same hit when the stock market crashes, but it’s difficult to predict beforehand which stocks will be hit hardest. The market crash in 2008 hit bank and housing stocks hardest, while the crash in 2020 was particularly bad for travel and retail stocks. Growth stocks also tend to take a harder hit than value stocks during market crashes. By diversifying your portfolio into different types of stocks, bonds, commodities and other investments, you are ensuring that your portfolio won’t be overexposed to the worst parts of the next market crash or underexposed to any investments that may avoid the sell-off.\n2. Raise Cash\nThere have been countless pullbacks, crashes and recessions throughout history. One strategy that has worked every single time for long-term investors during those periods is buying the dip. But to buy the dip, you must have cash or margin available.\nIf you are 100% invested, your hands will be tied and your only option may be tosell stockat the worst possible time. Market crashes are nearly impossible to predict, so there’s no need to dump all your stocks now and transition to all cash. But raising the amount of cash in your account to 10%, 20% or whatever level makes you feel more comfortable allows you to be opportunistic when the next crash happens.\n3. Maintain A Watch List\nInvestors tend to not make the best, most rational decisions during the worst of a stock market crash. It’s best if you have a plan of action before the crash so that you aren’t trying to make emotional decisions when it seems like the sky is falling.\nBefore the stock market turns south, make a list of stocks you may potentially be interested in buying on the dip. Research these companies and vet them prior to the crash so that all you have to do when the opportunity to buy the dip arises is click that “buy” button.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874315356,"gmtCreate":1637730117785,"gmtModify":1637730117907,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Hahahha","listText":"Hahahha","text":"Hahahha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874315356","repostId":"1133450259","repostType":4,"repost":{"id":"1133450259","kind":"news","pubTimestamp":1637724451,"share":"https://www.laohunote.com/m/news/1133450259?lang=zh_CN&edition=full","pubTime":"2021-11-24 11:27","market":"us","language":"en","title":"Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir 股票：童话般的估值</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133450259","media":"Seeking Alpha","summary":"Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir’s valuation is impossible to defend.</li>  <li>Palantir will remain dependent on government for income.</li>  <li>The private sector opportunity is over-hyped.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 的估值是无法辩护的。</li><li>Palantir 的收入仍将依赖政府。</li><li>私营部门的机会被过度炒作了。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> Palantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.</p><p><blockquote>Palantir (PLTR) 是一家软件公司，其价值是当今股市中最荒谬的公司之一。尽管 Palantir 在人工智能辅助软件分析方面存在增长机会，但其估值既没有意义，也没有具体业务成果的支持。</blockquote></p><p> <b>Palantir: Heavily Dependent On Government</b></p><p><blockquote><b>Palantir：严重依赖政府</b></blockquote></p><p> Palantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.</p><p><blockquote>Palantir 一定是历史上最被高估的股票之一，因为它符合所有条件。Palantir 通过专注于监控、大数据并以美国政府为客户，成功实现了 430 亿美元的市值交易。该公司通过直接上市在交易所发行股票后，其市值明显大于430亿美元。公司内部人士出售股票，而公司在直接上市中没有收到任何资金。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd2709688f9042bf5fcce1709d8d33b4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Instead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.</p><p><blockquote>相反，首次公开募股筹集资金投资公司。大约一年前，Palantir 的股票开始交易价格为每股 10 美元。事实证明，该股和市值波动性很大，股价飙升至 45 美元。此后，PLTR 确定了 20 - 30 美元的交易范围，该公司及其商业模式继续吸引着极大的兴趣和关注。</blockquote></p><p> <b>Palantir Has One Of The Best Features A Stock Can Have: A Sexy Story!</b></p><p><blockquote><b>Palantir拥有股票所能拥有的最好的功能之一：一个性感的故事!</b></blockquote></p><p> Palantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.</p><p><blockquote>Palantir 正处于一个巨大的赚钱机会：大数据分析。信息或数据是一种有价值的商品，企业接受全面数字化转型的速度不断加快，这是一个引人注目的故事。Palantir 的主要业务是协助组织（尤其是政府）筛选大量数据，以便进行预测和增强决策。在企业领域，这可能意味着增加转换，而在政府领域，这可能意味着支持公共卫生措施或协助美国军方对付坏人。</blockquote></p><p> Palantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an&nbsp;$823&nbsp;million deal with the US military to assist in the development of data architecture for intelligence systems.</p><p><blockquote>Palantir 正在以多种方式与美国政府密切合作，作为交换，Palantir 获得了大量联邦奶酪。该公司最近与美国军方达成了一项价值 8.23 亿美元的协议，协助开发情报系统的数据架构。</blockquote></p><p> Palantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.</p><p><blockquote>Palantir 的收入正在快速增长，但请记住，该公司主要依赖政府。今年迄今为止，政府机构的收入增长了 57%，达到 6.584 亿美元。据报道，来自公司的收入为 4.506 亿美元，而去年同期为 3.503 亿美元。政府和私营部门的相对收入贡献分别为59%和41%，去年分别为55%和45%。这些百分比讲述了一个值得澄清的重要故事，因为它们与流行的叙述相矛盾。</blockquote></p><p> The prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.</p><p><blockquote>普遍的说法是，Palantir 将摆脱政府业务，并在私营部门实现显着增长。在上述百分比的基础上，Palantir 对政府的依赖在 2021 年增加了 900 万，而 2020 年为 900 万，政府收入的增长速度远远快于私营部门收入的增长速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94983df06a9f7beac6c9efc9b601d5de\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> <b>Persistent Losses Despite Soaring Revenues</b></p><p><blockquote><b>尽管收入飙升，但持续亏损</b></blockquote></p><p> Palantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.</p><p><blockquote>Palantir 在大数据方面的长期增长可能性在看涨分析中经常被提及，而且是有充分理由的。我们都通过元宇宙平台（FB）的崛起了解到了这一点，它是最早收集大量数据以将客户货币化的公司之一。Palantir 确实具有诱人的增长前景：它刚刚公布第三季度收入增长 36%，达到 3.92 亿美元，该公司预计今年年收入增长率为 40%。该公司还表示，预计从今年到2025年的收入将至少增长30%。虽然我并不否认 Palantir 有收入增长的潜力，但我认为公司的估值没有充分反映一些担忧。</blockquote></p><p></p><p> One anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.</p><p><blockquote>一个预期的问题是，虽然 Palantir 可能正在经历相当大的收入增长，但其中有多少增长实际上惠及了 Palantir 的股东？答案是，不多。回顾最新提交的财务报表，我们可以看到，尽管今年迄今为止的销售额增长了 44%，令人瞠目结舌，但 Palantir 还远未实现盈利。第三季度亏损1.021亿美元，年初至今亏损3.642亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cd7fa51065ca16c4f29735f97f885a\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> Palantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"</p><p><blockquote>Palantir 缺乏盈利能力是一个主要问题，我一直在问自己，“股东还能容忍 Palantir 每个季度亏损这么多钱多久？”</blockquote></p><p> The fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.</p><p><blockquote>Palantir不是一家初创公司的事实增加了我的担忧（这将是损失这么多钱的一个可行的理由）。另一方面，成立于近二十年前、已筹集约26亿美元资金的Palantir持续亏损。这是一个我发现很难证明的记录，特别是考虑到Palantir目前的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aeae26e41a3e34c539c821ce941d1a8\" tg-width=\"640\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Crunchbase</span></p></blockquote></p><p> <b>What Are You Paying For, Exactly?</b></p><p><blockquote><b>你到底在为什么付钱？</b></blockquote></p><p> Palantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.</p><p><blockquote>Palantir 在展示其潜力方面做得非常出色，而且该股给人一种成长股的感觉。</blockquote></p><p> But since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.</p><p><blockquote>但既然经过近二十年的运营，利润还没有出现在利润表上，那么为什么投资者要支付28倍的市盈率呢？即使是网飞（NFLX）也没有20的倍数，在过去的20年里，它不仅是美国，而且是世界上发展最快的公司之一。这个倍数很难辩护，不适合一家销售额快速增长的公司。</blockquote></p><p> On that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?</p><p><blockquote>在这方面，Palantir 的销售额并没有每年翻一番。30%的增长率是不错的，但并不令人印象深刻。如果可以以低得多的销售倍数收购 Splunk (SPLK) 等竞争对手，为什么还会有人愿意为 Palantir 的销售增长支付过高的价格呢？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bebcab5d6bcfef1fa26b4e3a5c9ad27\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>A Few Words on Risks</b></p><p><blockquote><b>关于风险的几句话</b></blockquote></p><p> Palantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.</p><p><blockquote>Palantir 的收入每年增长约 30%，但这种增长能否长期维持则是另一个问题。另外，Palantir 未来真的能扭亏为盈吗？如果能，何时扭亏为盈？我不明白为什么 Palantir 会获得如此高的倍数。这家大数据公司是我见过的最被高估和炒作的公司之一，这就是为什么我认为 Palantir 最大的风险是过度膨胀的市盈率。</blockquote></p><p> <b>My Conclusion</b></p><p><blockquote><b>我的结论</b></blockquote></p><p> It's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.</p><p><blockquote>为一家亏损的公司支付28倍的收入是荒谬的。收入增长的潜力不可否认；毕竟，大数据就是大生意。然而，经过二十年的运营，股东应该能够以利润或股票回购或类似的形式对 Palantir 抱有更多期望，尤其是管理层。Palantir 在使其出售股东受益方面做得非常出色，但由于没有收益，因此无法达成任何交易。Palantir的估值是一个童话故事，像所有童话故事一样，它以一个令人讨厌的觉醒结束。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir 股票：童话般的估值</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: A Fairy-Tale Valuation<blockquote>Palantir 股票：童话般的估值</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-24 11:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir’s valuation is impossible to defend.</li>  <li>Palantir will remain dependent on government for income.</li>  <li>The private sector opportunity is over-hyped.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir 的估值是无法辩护的。</li><li>Palantir 的收入仍将依赖政府。</li><li>私营部门的机会被过度炒作了。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock 社论来自 Getty Images</span></p></blockquote></p><p> Palantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.</p><p><blockquote>Palantir (PLTR) 是一家软件公司，其价值是当今股市中最荒谬的公司之一。尽管 Palantir 在人工智能辅助软件分析方面存在增长机会，但其估值既没有意义，也没有具体业务成果的支持。</blockquote></p><p> <b>Palantir: Heavily Dependent On Government</b></p><p><blockquote><b>Palantir：严重依赖政府</b></blockquote></p><p> Palantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.</p><p><blockquote>Palantir 一定是历史上最被高估的股票之一，因为它符合所有条件。Palantir 通过专注于监控、大数据并以美国政府为客户，成功实现了 430 亿美元的市值交易。该公司通过直接上市在交易所发行股票后，其市值明显大于430亿美元。公司内部人士出售股票，而公司在直接上市中没有收到任何资金。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd2709688f9042bf5fcce1709d8d33b4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Instead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.</p><p><blockquote>相反，首次公开募股筹集资金投资公司。大约一年前，Palantir 的股票开始交易价格为每股 10 美元。事实证明，该股和市值波动性很大，股价飙升至 45 美元。此后，PLTR 确定了 20 - 30 美元的交易范围，该公司及其商业模式继续吸引着极大的兴趣和关注。</blockquote></p><p> <b>Palantir Has One Of The Best Features A Stock Can Have: A Sexy Story!</b></p><p><blockquote><b>Palantir拥有股票所能拥有的最好的功能之一：一个性感的故事!</b></blockquote></p><p> Palantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.</p><p><blockquote>Palantir 正处于一个巨大的赚钱机会：大数据分析。信息或数据是一种有价值的商品，企业接受全面数字化转型的速度不断加快，这是一个引人注目的故事。Palantir 的主要业务是协助组织（尤其是政府）筛选大量数据，以便进行预测和增强决策。在企业领域，这可能意味着增加转换，而在政府领域，这可能意味着支持公共卫生措施或协助美国军方对付坏人。</blockquote></p><p> Palantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an&nbsp;$823&nbsp;million deal with the US military to assist in the development of data architecture for intelligence systems.</p><p><blockquote>Palantir 正在以多种方式与美国政府密切合作，作为交换，Palantir 获得了大量联邦奶酪。该公司最近与美国军方达成了一项价值 8.23 亿美元的协议，协助开发情报系统的数据架构。</blockquote></p><p> Palantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.</p><p><blockquote>Palantir 的收入正在快速增长，但请记住，该公司主要依赖政府。今年迄今为止，政府机构的收入增长了 57%，达到 6.584 亿美元。据报道，来自公司的收入为 4.506 亿美元，而去年同期为 3.503 亿美元。政府和私营部门的相对收入贡献分别为59%和41%，去年分别为55%和45%。这些百分比讲述了一个值得澄清的重要故事，因为它们与流行的叙述相矛盾。</blockquote></p><p> The prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.</p><p><blockquote>普遍的说法是，Palantir 将摆脱政府业务，并在私营部门实现显着增长。在上述百分比的基础上，Palantir 对政府的依赖在 2021 年增加了 900 万，而 2020 年为 900 万，政府收入的增长速度远远快于私营部门收入的增长速度。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94983df06a9f7beac6c9efc9b601d5de\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> <b>Persistent Losses Despite Soaring Revenues</b></p><p><blockquote><b>尽管收入飙升，但持续亏损</b></blockquote></p><p> Palantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.</p><p><blockquote>Palantir 在大数据方面的长期增长可能性在看涨分析中经常被提及，而且是有充分理由的。我们都通过元宇宙平台（FB）的崛起了解到了这一点，它是最早收集大量数据以将客户货币化的公司之一。Palantir 确实具有诱人的增长前景：它刚刚公布第三季度收入增长 36%，达到 3.92 亿美元，该公司预计今年年收入增长率为 40%。该公司还表示，预计从今年到2025年的收入将至少增长30%。虽然我并不否认 Palantir 有收入增长的潜力，但我认为公司的估值没有充分反映一些担忧。</blockquote></p><p></p><p> One anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.</p><p><blockquote>一个预期的问题是，虽然 Palantir 可能正在经历相当大的收入增长，但其中有多少增长实际上惠及了 Palantir 的股东？答案是，不多。回顾最新提交的财务报表，我们可以看到，尽管今年迄今为止的销售额增长了 44%，令人瞠目结舌，但 Palantir 还远未实现盈利。第三季度亏损1.021亿美元，年初至今亏损3.642亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cd7fa51065ca16c4f29735f97f885a\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Palantir</span></p></blockquote></p><p> Palantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"</p><p><blockquote>Palantir 缺乏盈利能力是一个主要问题，我一直在问自己，“股东还能容忍 Palantir 每个季度亏损这么多钱多久？”</blockquote></p><p> The fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.</p><p><blockquote>Palantir不是一家初创公司的事实增加了我的担忧（这将是损失这么多钱的一个可行的理由）。另一方面，成立于近二十年前、已筹集约26亿美元资金的Palantir持续亏损。这是一个我发现很难证明的记录，特别是考虑到Palantir目前的倍数。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aeae26e41a3e34c539c821ce941d1a8\" tg-width=\"640\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Crunchbase</span></p></blockquote></p><p> <b>What Are You Paying For, Exactly?</b></p><p><blockquote><b>你到底在为什么付钱？</b></blockquote></p><p> Palantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.</p><p><blockquote>Palantir 在展示其潜力方面做得非常出色，而且该股给人一种成长股的感觉。</blockquote></p><p> But since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.</p><p><blockquote>但既然经过近二十年的运营，利润还没有出现在利润表上，那么为什么投资者要支付28倍的市盈率呢？即使是网飞（NFLX）也没有20的倍数，在过去的20年里，它不仅是美国，而且是世界上发展最快的公司之一。这个倍数很难辩护，不适合一家销售额快速增长的公司。</blockquote></p><p> On that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?</p><p><blockquote>在这方面，Palantir 的销售额并没有每年翻一番。30%的增长率是不错的，但并不令人印象深刻。如果可以以低得多的销售倍数收购 Splunk (SPLK) 等竞争对手，为什么还会有人愿意为 Palantir 的销售增长支付过高的价格呢？</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bebcab5d6bcfef1fa26b4e3a5c9ad27\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> <b>A Few Words on Risks</b></p><p><blockquote><b>关于风险的几句话</b></blockquote></p><p> Palantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.</p><p><blockquote>Palantir 的收入每年增长约 30%，但这种增长能否长期维持则是另一个问题。另外，Palantir 未来真的能扭亏为盈吗？如果能，何时扭亏为盈？我不明白为什么 Palantir 会获得如此高的倍数。这家大数据公司是我见过的最被高估和炒作的公司之一，这就是为什么我认为 Palantir 最大的风险是过度膨胀的市盈率。</blockquote></p><p> <b>My Conclusion</b></p><p><blockquote><b>我的结论</b></blockquote></p><p> It's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.</p><p><blockquote>为一家亏损的公司支付28倍的收入是荒谬的。收入增长的潜力不可否认；毕竟，大数据就是大生意。然而，经过二十年的运营，股东应该能够以利润或股票回购或类似的形式对 Palantir 抱有更多期望，尤其是管理层。Palantir 在使其出售股东受益方面做得非常出色，但由于没有收益，因此无法达成任何交易。Palantir的估值是一个童话故事，像所有童话故事一样，它以一个令人讨厌的觉醒结束。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133450259","content_text":"Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government for income.\nThe private sector opportunity is over-hyped.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.\nPalantir: Heavily Dependent On Government\nPalantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.\nData by YCharts\nInstead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.\nPalantir Has One Of The Best Features A Stock Can Have: A Sexy Story!\nPalantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.\nPalantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an $823 million deal with the US military to assist in the development of data architecture for intelligence systems.\nPalantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.\nThe prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.\nSource: Palantir\nPersistent Losses Despite Soaring Revenues\nPalantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.\nOne anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.\nSource: Palantir\nPalantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"\nThe fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.\nSource: Crunchbase\nWhat Are You Paying For, Exactly?\nPalantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.\nBut since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.\nOn that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?\nData by YCharts\nA Few Words on Risks\nPalantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.\nMy Conclusion\nIt's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874312136,"gmtCreate":1637730029628,"gmtModify":1637731043060,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Fool.com mention nio how many times alr?","listText":"Fool.com mention nio how many times alr?","text":"Fool.com mention nio how many times alr?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/874312136","repostId":"2185384641","repostType":4,"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872025076,"gmtCreate":1637378204815,"gmtModify":1637378205209,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a><a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a><a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>i closed my positions in these growth stocks post market today. sick.","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a><a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a><a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>i closed my positions in these growth stocks post market today. sick.","text":"$GrowGeneration Corp.(GRWG)$$Nano Dimension(NNDM)$$DermTech, Inc.(DMTK)$i closed my positions in these growth stocks post market today. sick.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872025076","isVote":1,"tweetType":1,"viewCount":2495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876476085,"gmtCreate":1637355717895,"gmtModify":1637355718368,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>goodbye","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension(NNDM)$</a>goodbye","text":"$Nano Dimension(NNDM)$goodbye","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876476085","isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876356638,"gmtCreate":1637276482177,"gmtModify":1637276482295,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>very disappointed. 看走眼。","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>very disappointed. 看走眼。","text":"$GrowGeneration Corp.(GRWG)$very disappointed. 看走眼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876356638","isVote":1,"tweetType":1,"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871152524,"gmtCreate":1637040848646,"gmtModify":1637040848798,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","listText":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","text":"Seems like aapl hasnt got much to offer lately. May tap into the metaverse trend?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871152524","repostId":"1116429379","repostType":2,"repost":{"id":"1116429379","kind":"news","pubTimestamp":1637033648,"share":"https://www.laohunote.com/m/news/1116429379?lang=zh_CN&edition=full","pubTime":"2021-11-16 11:34","market":"us","language":"en","title":"Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>卖苹果？为什么这位专家认为苹果股价下跌 12%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116429379","media":"Thestreet","summary":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street h","content":"<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票（<b>苹果</b>）继续徘徊在每股 150 美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了 AAPL 的价值应仅 132 美元的观点，表明该股从现在起有 12% 的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了伯恩斯坦的托尼-萨科纳吉（Toni Sacconaghi）的温和看跌案例。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自 2018 年 2 月将 AAPL 股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最佳时机，因为苹果的股价在不到四年的时间里上涨了 285%，而标普500的涨幅为 85%。不过，这位分析师也帮助苹果公司的投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>八月份，我更详细地回顾了伯恩斯坦的论文。从短期来看，该银行的研究团队担心苹果股价在今年上半年攀升过快，而苹果将面临一系列艰难的财报季。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼还提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但这位分析师质疑多少才算太多。伯恩斯坦的目标市盈率为 25 倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上又增加了一个项目：App Store。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，将允许在美国 App Store 平台之外进行付款。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经算了一笔账。他估计，App Store近三分之一的收入来自美国。如果 App Store 分别占公司总销售额和 op 利润的 6% 和 15%，那么支付问题每年可能会影响苹果 2% 的收入和 5% 的 op 利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·马文的观点</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自 9 月初 AAPL 达到顶峰以来，风险已经大大降低。从那时起，投资者有时间充分接受2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于 App Store，我已经慢慢从更多关注财务影响转变为不太关注。摩根士丹利（Morgan Stanley）的凯蒂-休伯蒂（Katy Huberty）认为，App Store 政策的变化最多可能使苹果的每股收益减少 1% 或 2%，这根本不算什么。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。实际上，由于 App Store 的支付方式发生变化，苹果收入的 2% 和运营商利润的 5% 最终可能会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</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>Sell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>卖苹果？为什么这位专家认为苹果股价下跌 12%</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\">\nSell AAPL? Why This Expert Sees Apple Stock Dipping 12%<blockquote>卖苹果？为什么这位专家认为苹果股价下跌 12%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-11-16 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As Apple stock(<b>AAPL</b>)&nbsp;continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.</p><p><blockquote>作为苹果股票（<b>苹果</b>）继续徘徊在每股 150 美元左右，华尔街为数不多的怀疑论者之一刚刚发布了他的最新报告。在其中，他强化了 AAPL 的价值应仅 132 美元的观点，表明该股从现在起有 12% 的下行风险。</blockquote></p><p> Today, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.</p><p><blockquote>今天，这位苹果专家重温了伯恩斯坦的托尼-萨科纳吉（Toni Sacconaghi）的温和看跌案例。</blockquote></p><p> The not-so-bullish case</p><p><blockquote>不那么乐观的情况</blockquote></p><p> Mr. Sacconaghi has been cautious of AAPL since he&nbsp;downgraded&nbsp;the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&amp;P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.</p><p><blockquote>自 2018 年 2 月将 AAPL 股票评级下调至中性以来，萨科纳吉先生一直对该股持谨慎态度。事实证明，他此举的时机并不是最佳时机，因为苹果的股价在不到四年的时间里上涨了 285%，而标普500的涨幅为 85%。不过，这位分析师也帮助苹果公司的投资者思考了魔鬼代言人的论点。</blockquote></p><p> In August, I&nbsp;reviewed Bernstein’s thesis&nbsp;in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.</p><p><blockquote>八月份，我更详细地回顾了伯恩斯坦的论文。从短期来看，该银行的研究团队担心苹果股价在今年上半年攀升过快，而苹果将面临一系列艰难的财报季。</blockquote></p><p> Also, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&amp;P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.</p><p><blockquote>此外，托尼还提到估值是一个关键风险。虽然他认为苹果公司的估值应该高于标普500，但这位分析师质疑多少才算太多。伯恩斯坦的目标市盈率为 25 倍，比目前的市盈率低一到两倍。</blockquote></p><p> Add App Store to the list</p><p><blockquote>将App Store添加到列表</blockquote></p><p> Now, the analyst has&nbsp;added&nbsp;one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.</p><p><blockquote>现在，这位分析师在担忧清单上又增加了一个项目：App Store。萨科纳吉指出，最近的法庭败诉可能意味着最早从下个月开始，将允许在美国 App Store 平台之外进行付款。</blockquote></p><p> Bernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.</p><p><blockquote>伯恩斯坦的专家已经算了一笔账。他估计，App Store近三分之一的收入来自美国。如果 App Store 分别占公司总销售额和 op 利润的 6% 和 15%，那么支付问题每年可能会影响苹果 2% 的收入和 5% 的 op 利润。</blockquote></p><p> Apple Maven’s take</p><p><blockquote>苹果·马文的观点</blockquote></p><p> Regarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.</p><p><blockquote>关于托尼之前的担忧，我认为自 9 月初 AAPL 达到顶峰以来，风险已经大大降低。从那时起，投资者有时间充分接受2021年底至2022年初更具挑战性的艰难竞争和供应链限制时期。正如我不久前提到的，估值已经降低到更合理的水平。</blockquote></p><p> Regarding the App Store, I have slowly&nbsp;shifted from more to less concerned&nbsp;about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.</p><p><blockquote>关于 App Store，我已经慢慢从更多关注财务影响转变为不太关注。摩根士丹利（Morgan Stanley）的凯蒂-休伯蒂（Katy Huberty）认为，App Store 政策的变化最多可能使苹果的每股收益减少 1% 或 2%，这根本不算什么。</blockquote></p><p> Even Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.</p><p><blockquote>即使是萨科纳吉对金融风险的估计也只代表了最坏的情况。实际上，由于 App Store 的支付方式发生变化，苹果收入的 2% 和运营商利润的 5% 最终可能会被削减，因为许多用户将继续选择苹果作为他们的首选支付平台。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/sell-aapl-why-this-expert-sees-apple-stock-dipping-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116429379","content_text":"As Apple stock(AAPL) continues to hover around $150 apiece, one of the few skeptics on Wall Street has just published his most updated report. In it, he reinforced the idea that AAPL should be worth only $132, suggesting that shares have 12% of downside risk from here.\nToday, the Apple Maven revisits Bernstein’s Toni Sacconaghi’s mildly bearish case.\nThe not-so-bullish case\nMr. Sacconaghi has been cautious of AAPL since he downgraded the stock to neutral, in February 2018. The timing of his move did not prove to be the best, as Apple shares have climbed a whopping 285% in less than four years against the S&P 500’s 85% gains. However, the analyst has also helped AAPL investors think of the devil’s advocate argument.\nIn August, I reviewed Bernstein’s thesis in more detail. For the short term, the bank’s research team was concerned that Apple stock had climbed too fast in the first half of the year, ahead of a set of earnings seasons in which Apple would face tough comps.\nAlso, Toni has mentioned valuations as a key risk. While he believes that AAPL should be valued at a higher multiple than the S&P 500, the analyst questions how much is too much. Bernstein’s target P/E of 25 times is one to two turns lower than where the multiple is today.\nAdd App Store to the list\nNow, the analyst has added one item to the list of worries: the App Store. Sacconaghi pointed out that a recent court loss will likely mean that payments will be allowed to be made outside the App Store platform in the US, starting as early as next month.\nBernstein’s expert has done the math. He estimates that nearly one-third of App Store revenues come from the United States. If the App Store accounts for 6% and 15% of total company sales and op profits, respectively, the payment issue could impact 2% of Apple’s revenues and 5% of op profits per year.\nApple Maven’s take\nRegarding Toni’s earlier concerns, I believe that the risks have decreased substantially since AAPL peaked, in early September. Since then, investors have had time to fully embrace the more challenging late 2021-to-early 2022 period of tough comps and supply chain constraints.As I mentioned not long ago, valuations have de-risked to more reasonable levels.\nRegarding the App Store, I have slowly shifted from more to less concerned about the financial impact. Morgan Stanley’s Katy Huberty has argued that App Store policy changes could shave a maximum of 1% or 2% of Apple’s EPS, which is not much at all.\nEven Sacconaghi’s estimates of the financial risk only represents the worst-case scenario. In reality, much less than 2% of Apple’s revenues and 5% of op profits will likely end up being cut as a result of the App Store’s payment changes, as many users will continue to choose Apple as their payment platform of choice.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870109465,"gmtCreate":1636591145281,"gmtModify":1636591145388,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>how much do you want to drop today, after your report (regardless&nbsp;good or bad)?","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>how much do you want to drop today, after your report (regardless&nbsp;good or bad)?","text":"$GrowGeneration Corp.(GRWG)$how much do you want to drop today, after your report (regardless good or bad)?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870109465","isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847490715,"gmtCreate":1636542084527,"gmtModify":1636542084879,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Okokok","listText":"Okokok","text":"Okokok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847490715","repostId":"1179287524","repostType":2,"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847892487,"gmtCreate":1636504816128,"gmtModify":1636505011156,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>已经没希望了。","listText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>已经没希望了。","text":"$DermTech, Inc.(DMTK)$已经没希望了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847892487","isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":696112507,"gmtCreate":1640649536719,"gmtModify":1640649537114,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Then.. whats the point.. can eat?","listText":"Then.. whats the point.. can eat?","text":"Then.. whats the point.. can eat?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/696112507","repostId":"2194101666","repostType":2,"isVote":1,"tweetType":1,"viewCount":4578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":105877109,"gmtCreate":1620293892401,"gmtModify":1631883800111,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>回跌破90?","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>回跌破90?","text":"$Unity Software Inc.(U)$回跌破90?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/105877109","isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699850497,"gmtCreate":1639784372829,"gmtModify":1639792862109,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Tencents? Provided it is not sabotaged by political reasons.","listText":"Tencents? Provided it is not sabotaged by political reasons.","text":"Tencents? Provided it is not sabotaged by political reasons.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699850497","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":5872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826880276,"gmtCreate":1634003257402,"gmtModify":1634003257509,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>应该是要突破12-13","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>应该是要突破12-13","text":"$Tiger Brokers(TIGR)$应该是要突破12-13","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/826880276","isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363140698,"gmtCreate":1614117804514,"gmtModify":1631888672616,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NEE\">$NextEra(NEE)$</a>靠你了!","listText":"<a href=\"https://laohu8.com/S/NEE\">$NextEra(NEE)$</a>靠你了!","text":"$NextEra(NEE)$靠你了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/363140698","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517266787513625","authorId":"3517266787513625","name":"Ben__","avatar":"https://static.tigerbbs.com/480207e027ab2eef39515bdff391ff4e","crmLevel":1,"crmLevelSwitch":0,"idStr":"3517266787513625","authorIdStr":"3517266787513625"},"content":"他是长期股 没有你想的爆升的","text":"他是长期股 没有你想的爆升的","html":"他是长期股 没有你想的爆升的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844089875,"gmtCreate":1636377318787,"gmtModify":1636377612454,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"Thanks&nbsp;<a href=\"https://laohu8.com/U/3566385558470298\">@Venus_M</a>","listText":"Thanks&nbsp;<a href=\"https://laohu8.com/U/3566385558470298\">@Venus_M</a>","text":"Thanks @Venus_M","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/844089875","repostId":"844001458","repostType":1,"repost":{"id":844001458,"gmtCreate":1636374207071,"gmtModify":1636378703510,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【发奖】万圣节抓鬼大作战","htmlText":"恭喜以下虎友获得666虎币 <a href=\"https://laohu8.com/U/3576456086582950\">@tungngie</a>,<a href=\"https://laohu8.com/U/3577615574373101\">@JZ8</a>,<a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>,<a href=\"https://laohu8.com/U/3569197567080839\">@A10A10</a>,<a href=\"https://laohu8.com/U/4089383496572850\">@WanEH</a>,<a href=\"https://laohu8.com/U/4094036033038600\">@zerolih</a>,<a href=\"https://laohu8.com/U/4087985010001390\">@flystyle</a>,<a href=\"https://laohu8.com/U/4087795679119030\">@fcclgh</a>,<a href=\"https://laohu8.com/U/4089812543711440\">@Tiramisu2020</a>,<a href=\"https://laohu8.com/U/3582432838333258\">@刻在你心底的名字</a>,<a href=\"https://laohu8.com/U/3574672033798806\">@MT17</a>,<a href=\"https://laohu8.com/U/4088982780423920\">@Desw</a>,<a href=\"https://laohu8.com/U/4091612576314620\">@A灋一</a>,","listText":"恭喜以下虎友获得666虎币 <a href=\"https://laohu8.com/U/3576456086582950\">@tungngie</a>,<a href=\"https://laohu8.com/U/3577615574373101\">@JZ8</a>,<a href=\"https://laohu8.com/U/4088149090977750\">@Fenger1188</a>,<a href=\"https://laohu8.com/U/3569197567080839\">@A10A10</a>,<a href=\"https://laohu8.com/U/4089383496572850\">@WanEH</a>,<a href=\"https://laohu8.com/U/4094036033038600\">@zerolih</a>,<a href=\"https://laohu8.com/U/4087985010001390\">@flystyle</a>,<a href=\"https://laohu8.com/U/4087795679119030\">@fcclgh</a>,<a href=\"https://laohu8.com/U/4089812543711440\">@Tiramisu2020</a>,<a href=\"https://laohu8.com/U/3582432838333258\">@刻在你心底的名字</a>,<a href=\"https://laohu8.com/U/3574672033798806\">@MT17</a>,<a href=\"https://laohu8.com/U/4088982780423920\">@Desw</a>,<a href=\"https://laohu8.com/U/4091612576314620\">@A灋一</a>,","text":"恭喜以下虎友获得666虎币 @tungngie,@JZ8,@Fenger1188,@A10A10,@WanEH,@zerolih,@flystyle,@fcclgh,@Tiramisu2020,@刻在你心底的名字,@MT17,@Desw,@A灋一,","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844001458","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566385558470298","authorId":"3566385558470298","name":"Venus_M","avatar":"https://static.tigerbbs.com/525433622d774840840ddaacaf2281d2","crmLevel":11,"crmLevelSwitch":0,"idStr":"3566385558470298","authorIdStr":"3566385558470298"},"content":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]","text":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]","html":"i found your twin bro! he's now following you 🤭 i mixed up you and him actually only last week then i realise u both 2 diff person [LOL]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822235246,"gmtCreate":1634133813580,"gmtModify":1634133824632,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>is there another term for worse than disappointing?","listText":"<a href=\"https://laohu8.com/S/GRWG\">$GrowGeneration Corp.(GRWG)$</a>is there another term for worse than disappointing?","text":"$GrowGeneration Corp.(GRWG)$is there another term for worse than disappointing?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/822235246","isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322626739,"gmtCreate":1615804522121,"gmtModify":1703493212525,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NNOX\">$Nano-X Imaging Ltd.(NNOX)$</a>what happened?","listText":"<a href=\"https://laohu8.com/S/NNOX\">$Nano-X Imaging Ltd.(NNOX)$</a>what happened?","text":"$Nano-X Imaging Ltd.(NNOX)$what happened?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/322626739","isVote":1,"tweetType":1,"viewCount":1137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357933805,"gmtCreate":1617229512607,"gmtModify":1634521986512,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FUTU\">$Futu Holdings Limited(FUTU)$</a>谢谢合作!","listText":"<a href=\"https://laohu8.com/S/FUTU\">$Futu Holdings Limited(FUTU)$</a>谢谢合作!","text":"$Futu Holdings Limited(FUTU)$谢谢合作!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/357933805","isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388658002,"gmtCreate":1613055010306,"gmtModify":1703768919380,"author":{"id":"3573377839632850","authorId":"3573377839632850","name":"6a1851b1","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573377839632850","authorIdStr":"3573377839632850"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>how come nobody talks about this stock?","listText":"<a href=\"https://laohu8.com/S/DMTK\">$DermTech, Inc.(DMTK)$</a>how come nobody talks about this stock?","text":"$DermTech, Inc.(DMTK)$how come nobody talks about this stock?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/388658002","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574587136063563","authorId":"3574587136063563","name":"波比的姐姐","avatar":"https://static.tigerbbs.com/88e31b92e4c96808dc17493c5df9f559","crmLevel":2,"crmLevelSwitch":0,"idStr":"3574587136063563","authorIdStr":"3574587136063563"},"content":"持有半个月了","text":"持有半个月了","html":"持有半个月了"}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}