imeesu的个人主页 - 老虎社区

imeesu

imeesu

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3主题

0勋章

2021-08-30

Lousy stock..

2021-08-02

Just after i sold 3 zzzz

2021-08-01

Why why why

抱歉，原内容已删除

2021-07-08

What nonsense is this!?!?!?! Bounce back!!!!

2021-07-08

These days is rubbish

2021-07-01

Yay!

2021-06-15

Interested but too expensive

2021-06-12

Why does it keep dropping after I bought!?

2021-06-09

Any advice on the potential of this stock?

2021-06-07

Luckily i sold on fri!

抱歉，原内容已删除

2021-05-28

Cool!

抱歉，原内容已删除

2021-05-26

Nice!

抱歉，原内容已删除

2021-05-25

Luckily i sold at the time of IPO.. It has dropped half since then!

2021-05-11

No more cash to buy more :(

Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>

2021-05-11

Why?!

抱歉，原内容已删除

2021-05-11

Like my life-ups and downs

2021-05-08

Not available on Tiger right?

抱歉，原内容已删除

2021-05-01

Yay sold

抱歉，原内容已删除

2021-05-01

Yay Singapore!

抱歉，原内容已删除

2021-05-01

Good buy yesterday

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but too expensive&nbsp;","listText":"Interested but too expensive&nbsp;","text":"Interested but too expensive","images":[{"img":"https://static.tigerbbs.com/fd7c465e465da97e1551f26939bfa7ca","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187774433","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188820688,"gmtCreate":1623428568844,"gmtModify":1634033265800,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Why does it keep dropping after I bought!?&nbsp;","listText":"Why does it keep dropping after I bought!?&nbsp;","text":"Why does it keep dropping after I bought!?","images":[{"img":"https://static.tigerbbs.com/a8e22ca56f05922b65c6bb3267cd5010","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188820688","isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":189847897,"gmtCreate":1623253001619,"gmtModify":1634035279311,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Any advice on the potential of this stock?&nbsp;","listText":"Any advice on the potential of this stock?&nbsp;","text":"Any advice on the potential of this stock?","images":[{"img":"https://static.tigerbbs.com/1c96396cad6cec73149da8f17be8a3da","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189847897","isVote":1,"tweetType":1,"viewCount":1535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":114693084,"gmtCreate":1623070737648,"gmtModify":1634037307040,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Luckily i sold on fri!&nbsp;","listText":"Luckily i sold on fri!&nbsp;","text":"Luckily i sold on 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i sold at the time of IPO.. It has dropped half since then!&nbsp;","listText":"Luckily i sold at the time of IPO.. It has dropped half since then!&nbsp;","text":"Luckily i sold at the time of IPO.. It has dropped half since then!","images":[{"img":"https://static.tigerbbs.com/b33d108356a4f1d833a73623569cadc3","width":"1080","height":"2189"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/138499581","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":193018319,"gmtCreate":1620740032131,"gmtModify":1634196703277,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"No more cash to buy more :(","listText":"No more cash to buy more :(","text":"No more cash to buy more :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/193018319","repostId":"1120132081","repostType":4,"repost":{"id":"1120132081","kind":"news","pubTimestamp":1620739174,"share":"https://www.laohu8.com/m/news/1120132081?lang=zh_CN&edition=full","pubTime":"2021-05-11 21:19","market":"us","language":"en","title":"Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120132081","media":"Barron's","summary":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t no","content":"<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>找到市场上的钻石——其他投资者没有注意到的具有巨大潜力的股票——并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析应该可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师的言论。这可能意味着机会，而且这种情况经常发生。</blockquote></p><p>Barron’s found 19 S&amp;P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和Netflix（NFLX）等巨头在内的19只标普500股票分析师情绪有所改善，股价也有所下跌。如果分析师是对的，那么这个悖论可能会随着未来几个月19只股票的表现跑赢市场而自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月上调评级的次数多于下调评级的次数。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&amp;P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>其次，喜欢每只股票的分析师比例高于平均水平。标准普尔股票的平均买入评级约为55%，因此每只下调的股票得分都高于该水平。没有只有几个买入评级和大量卖出评级的公司被包括在内，即使它们在最近几周获得了一些升级。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，这些股票的价格在过去三个月里肯定有所下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使得我们的名单与华尔街评级上调后表现强劲的许多公司区分开来。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆(TXT)在过去三个月内四次上调买入评级，分析师关注该工业集团如何从经济复苏中受益。同期，其股价上涨了40%以上。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在pop的19只股票排名不分先后：Paycom Software(PAYC)、Tyler Technologies(TYL)、Verisk Analytics(VRSK)、Nextera Energy(NEE)、AES(AES)、Akamai Technologies(AKAM)、Align Technologies(ALGN)、赛默飞世尔科技(TMO)、苹果、Adobe(ADBE)、IPG Photonics(IPGP)、Monolithic Power Systems(MPWR)、Leidos(LDOS)、Hologic(HOLX)礼来(LLY)、Netflix、Synopsys(SNPS)、ServiceNow(NOW)和Advanced Micro Devices(AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&amp;P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师对这些股票热情高涨，而投资者则袖手旁观。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为2022年预期每股收益的33倍，较整体市场约20.5倍有所溢价。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票的市盈率往往较低，但最近表现优于成长型股票。罗素1000价值指数过去三个月上涨约14%，跑赢罗素1000成长指数约13个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让19只股票中的一些上涨，投资者可能必须从价值转向增长——疫情的宠儿。这并不是一个确定的赌注，因为大流行后的繁荣正在吸引投资者转向周期性股票，而这些股票与价值股一样，往往估值较低。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。在投资者总体上意识到华尔街前景光明之前，现在可能是买入这些股票的好时机。</blockquote></p><p>A&nbsp;stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于有基本面意识的投资者来说，这是缩小选择范围并开始买入股票的一种方式。</blockquote></p><p></p>","source":"lsy1610680873436","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, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-05-11 21:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>找到市场上的钻石——其他投资者没有注意到的具有巨大潜力的股票——并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析应该可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师的言论。这可能意味着机会，而且这种情况经常发生。</blockquote></p><p>Barron’s found 19 S&amp;P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和Netflix（NFLX）等巨头在内的19只标普500股票分析师情绪有所改善，股价也有所下跌。如果分析师是对的，那么这个悖论可能会随着未来几个月19只股票的表现跑赢市场而自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月上调评级的次数多于下调评级的次数。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&amp;P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>其次，喜欢每只股票的分析师比例高于平均水平。标准普尔股票的平均买入评级约为55%，因此每只下调的股票得分都高于该水平。没有只有几个买入评级和大量卖出评级的公司被包括在内，即使它们在最近几周获得了一些升级。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，这些股票的价格在过去三个月里肯定有所下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使得我们的名单与华尔街评级上调后表现强劲的许多公司区分开来。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆(TXT)在过去三个月内四次上调买入评级，分析师关注该工业集团如何从经济复苏中受益。同期，其股价上涨了40%以上。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在pop的19只股票排名不分先后：Paycom Software(PAYC)、Tyler Technologies(TYL)、Verisk Analytics(VRSK)、Nextera Energy(NEE)、AES(AES)、Akamai Technologies(AKAM)、Align Technologies(ALGN)、赛默飞世尔科技(TMO)、苹果、Adobe(ADBE)、IPG Photonics(IPGP)、Monolithic Power Systems(MPWR)、Leidos(LDOS)、Hologic(HOLX)礼来(LLY)、Netflix、Synopsys(SNPS)、ServiceNow(NOW)和Advanced Micro Devices(AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&amp;P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师对这些股票热情高涨，而投资者则袖手旁观。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为2022年预期每股收益的33倍，较整体市场约20.5倍有所溢价。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票的市盈率往往较低，但最近表现优于成长型股票。罗素1000价值指数过去三个月上涨约14%，跑赢罗素1000成长指数约13个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让19只股票中的一些上涨，投资者可能必须从价值转向增长——疫情的宠儿。这并不是一个确定的赌注，因为大流行后的繁荣正在吸引投资者转向周期性股票，而这些股票与价值股一样，往往估值较低。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。在投资者总体上意识到华尔街前景光明之前，现在可能是买入这些股票的好时机。</blockquote></p><p>A&nbsp;stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于有基本面意识的投资者来说，这是缩小选择范围并开始买入股票的一种方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST\">Barron's</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":{"SNPS":"新思科技","IPGP":"IPG光电","TMO":"赛默飞世尔","TYL":"泰勒科技","NFLX":"奈飞","VRSK":"Verisk Analytics","NOW":"ServiceNow","HOLX":"豪洛捷","LDOS":"Leidos Holdings Inc","ADBE":"Adobe","AES":"爱依斯电力","NEE":"新纪元能源","PAYC":"Paycom Software, Inc.","LLY":"礼来","AMD":"美国超微公司","AKAM":"阿克迈","ALGN":"艾利科技","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120132081","content_text":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.Improving Analyst SentimentAnalysts are warming to these stocks while investors sit on the sidelines.The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.A stock screen, of course, isn’t an investment thesis. 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right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107934335","repostId":"1192861382","repostType":4,"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101887834,"gmtCreate":1619877381228,"gmtModify":1634209344049,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Yay sold","listText":"Yay sold","text":"Yay 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from？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362368016,"gmtCreate":1614598034135,"gmtModify":1703478649581,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Interesting&nbsp;","listText":"Interesting&nbsp;","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/362368016","repostId":"1101482210","repostType":4,"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193018319,"gmtCreate":1620740032131,"gmtModify":1634196703277,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"No more cash to buy more :(","listText":"No more cash to buy more :(","text":"No more cash to buy more :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/193018319","repostId":"1120132081","repostType":4,"repost":{"id":"1120132081","kind":"news","pubTimestamp":1620739174,"share":"https://www.laohu8.com/m/news/1120132081?lang=zh_CN&edition=full","pubTime":"2021-05-11 21:19","market":"us","language":"en","title":"Apple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1120132081","media":"Barron's","summary":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t no","content":"<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>找到市场上的钻石——其他投资者没有注意到的具有巨大潜力的股票——并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析应该可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师的言论。这可能意味着机会，而且这种情况经常发生。</blockquote></p><p>Barron’s found 19 S&amp;P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和Netflix（NFLX）等巨头在内的19只标普500股票分析师情绪有所改善，股价也有所下跌。如果分析师是对的，那么这个悖论可能会随着未来几个月19只股票的表现跑赢市场而自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月上调评级的次数多于下调评级的次数。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&amp;P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>其次，喜欢每只股票的分析师比例高于平均水平。标准普尔股票的平均买入评级约为55%，因此每只下调的股票得分都高于该水平。没有只有几个买入评级和大量卖出评级的公司被包括在内，即使它们在最近几周获得了一些升级。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，这些股票的价格在过去三个月里肯定有所下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使得我们的名单与华尔街评级上调后表现强劲的许多公司区分开来。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆(TXT)在过去三个月内四次上调买入评级，分析师关注该工业集团如何从经济复苏中受益。同期，其股价上涨了40%以上。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在pop的19只股票排名不分先后：Paycom Software(PAYC)、Tyler Technologies(TYL)、Verisk Analytics(VRSK)、Nextera Energy(NEE)、AES(AES)、Akamai Technologies(AKAM)、Align Technologies(ALGN)、赛默飞世尔科技(TMO)、苹果、Adobe(ADBE)、IPG Photonics(IPGP)、Monolithic Power Systems(MPWR)、Leidos(LDOS)、Hologic(HOLX)礼来(LLY)、Netflix、Synopsys(SNPS)、ServiceNow(NOW)和Advanced Micro Devices(AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&amp;P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师对这些股票热情高涨，而投资者则袖手旁观。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为2022年预期每股收益的33倍，较整体市场约20.5倍有所溢价。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票的市盈率往往较低，但最近表现优于成长型股票。罗素1000价值指数过去三个月上涨约14%，跑赢罗素1000成长指数约13个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让19只股票中的一些上涨，投资者可能必须从价值转向增长——疫情的宠儿。这并不是一个确定的赌注，因为大流行后的繁荣正在吸引投资者转向周期性股票，而这些股票与价值股一样，往往估值较低。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。在投资者总体上意识到华尔街前景光明之前，现在可能是买入这些股票的好时机。</blockquote></p><p>A&nbsp;stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于有基本面意识的投资者来说，这是缩小选择范围并开始买入股票的一种方式。</blockquote></p><p></p>","source":"lsy1610680873436","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, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple, Netflix and 17 More Stocks Investors Are Selling That Wall Street Loves<blockquote>投资者正在出售苹果、Netflix和另外17只华尔街喜爱的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-05-11 21:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.</p><p><blockquote>找到市场上的钻石——其他投资者没有注意到的具有巨大潜力的股票——并不容易，尤其是对于大公司来说。数十家华尔街公司跟踪他们的一举一动，因此有大量公开的分析应该可以让投资者了解最新情况。</blockquote></p><p>Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.</p><p><blockquote>然而，有时投资者可能需要一段时间才能关注分析师的言论。这可能意味着机会，而且这种情况经常发生。</blockquote></p><p>Barron’s found 19 S&amp;P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.</p><p><blockquote>《巴伦周刊》发现，包括苹果（股票代码：AAPL）和Netflix（NFLX）等巨头在内的19只标普500股票分析师情绪有所改善，股价也有所下跌。如果分析师是对的，那么这个悖论可能会随着未来几个月19只股票的表现跑赢市场而自行解决。</blockquote></p><p>The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.</p><p><blockquote>我们最新屏幕的标准有三个。首先，分析师必须变得更加乐观，过去三个月上调评级的次数多于下调评级的次数。</blockquote></p><p>Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&amp;P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.</p><p><blockquote>其次，喜欢每只股票的分析师比例高于平均水平。标准普尔股票的平均买入评级约为55%，因此每只下调的股票得分都高于该水平。没有只有几个买入评级和大量卖出评级的公司被包括在内，即使它们在最近几周获得了一些升级。</blockquote></p><p>Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.</p><p><blockquote>最后，这些股票的价格在过去三个月里肯定有所下跌，这证明投资者的情绪没有赶上分析师的乐观情绪。这使得我们的名单与华尔街评级上调后表现强劲的许多公司区分开来。</blockquote></p><p>Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.</p><p><blockquote>例如，德事隆(TXT)在过去三个月内四次上调买入评级，分析师关注该工业集团如何从经济复苏中受益。同期，其股价上涨了40%以上。</blockquote></p><p>The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).</p><p><blockquote>具有潜在pop的19只股票排名不分先后：Paycom Software(PAYC)、Tyler Technologies(TYL)、Verisk Analytics(VRSK)、Nextera Energy(NEE)、AES(AES)、Akamai Technologies(AKAM)、Align Technologies(ALGN)、赛默飞世尔科技(TMO)、苹果、Adobe(ADBE)、IPG Photonics(IPGP)、Monolithic Power Systems(MPWR)、Leidos(LDOS)、Hologic(HOLX)礼来(LLY)、Netflix、Synopsys(SNPS)、ServiceNow(NOW)和Advanced Micro Devices(AMD)。</blockquote></p><p>Overall, the 19 stocks are down an average of about 8% over the past three months. The S&amp;P 500, for comparison, is up about 8% over the same span.</p><p><blockquote>总体而言，这19只股票在过去三个月平均下跌约8%。相比之下，标普500同期上涨了约8%。</blockquote></p><p><b>Improving Analyst Sentiment</b></p><p><blockquote><b>改善分析师情绪</b></blockquote></p><p>Analysts are warming to these stocks while investors sit on the sidelines.</p><p><blockquote>分析师对这些股票热情高涨，而投资者则袖手旁观。</blockquote></p><p><img src=\"https://static.tigerbbs.com/c77bd0ba2b4260cb1278d458ba477a61\" tg-width=\"1080\" tg-height=\"1436\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/2143b98c8e5fea063a995608a28eab1f\" tg-width=\"1242\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p>The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.</p><p><blockquote>这些股票的平均交易价格约为2022年预期每股收益的33倍，较整体市场约20.5倍有所溢价。这是股价可能落后的原因之一。</blockquote></p><p>Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.</p><p><blockquote>价值导向型股票的市盈率往往较低，但最近表现优于成长型股票。罗素1000价值指数过去三个月上涨约14%，跑赢罗素1000成长指数约13个百分点。</blockquote></p><p>For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.</p><p><blockquote>为了让19只股票中的一些上涨，投资者可能必须从价值转向增长——疫情的宠儿。这并不是一个确定的赌注，因为大流行后的繁荣正在吸引投资者转向周期性股票，而这些股票与价值股一样，往往估值较低。</blockquote></p><p>But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.</p><p><blockquote>但名单上的许多公司，包括科技公司，都是令人印象深刻的蓝筹公司。在投资者总体上意识到华尔街前景光明之前，现在可能是买入这些股票的好时机。</blockquote></p><p>A&nbsp;stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.</p><p><blockquote>当然，股票筛选并不是投资论文。对于有基本面意识的投资者来说，这是缩小选择范围并开始买入股票的一种方式。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST\">Barron's</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":{"SNPS":"新思科技","IPGP":"IPG光电","TMO":"赛默飞世尔","TYL":"泰勒科技","NFLX":"奈飞","VRSK":"Verisk Analytics","NOW":"ServiceNow","HOLX":"豪洛捷","LDOS":"Leidos Holdings Inc","ADBE":"Adobe","AES":"爱依斯电力","NEE":"新纪元能源","PAYC":"Paycom Software, Inc.","LLY":"礼来","AMD":"美国超微公司","AKAM":"阿克迈","ALGN":"艾利科技","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-netflix-and-17-more-stocks-investors-are-selling-that-wall-street-loves-51620682915?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120132081","content_text":"Finding the market’s diamonds in the rough—stocks with big potential that other investors haven’t noticed–isn’t easy, especially with large companies. Dozens of Wall Street firms track their every move, so there is plenty of publicly available analysis that should keep investors up to speed.Sometimes, however, it can take a while for investors to focus on what analysts are saying. That can spell opportunity, and it happens surprisingly often.Barron’s found 19 S&P 500 stocks, including giants such as Apple (ticker: AAPL) and Netflix (NFLX), with improving analyst sentiment as well as declining stock prices. If the analysts are right, then that paradox could resolve itself with the 19 stocks outperforming the market in coming months.The criteria for our latest screen were threefold. For starters, analysts had to be getting more bullish, with more rating upgrades than downgrades over the past three months.Next, a greater share of analysts than average had to like each stock. The average Buy-rating ratio for stocks in the S&P is about 55%, so every stock that made the cut scored above that level. No companies with just a few Buy calls and lots of Sell ratings were included, even if they caught a few upgrades in recent weeks.Finally, the stocks’ prices had to have fallen over the past three months, as evidence that sentiment among investors hasn’t caught up with analysts’ optimism. That distinguishes our list from the many companies that perform strongly after upgrades on Wall Street.Textron (TXT), for example, has picked up four upgrades to Buy in the past three months as analysts focus on how the industrial conglomerate is benefiting from an economic recovery. Its stock is up more than 40% over the same span.The 19 stocks with potential pop are, in no particular order: Paycom Software (PAYC), Tyler Technologies (TYL), Verisk Analytics (VRSK), Nextera Energy (NEE), AES (AES), Akamai Technologies (AKAM), Align Technology (ALGN), Thermo Fisher Scientific (TMO), Apple, Adobe (ADBE), IPG Photonics (IPGP), Monolithic Power Systems (MPWR), Leidos (LDOS), Hologic (HOLX) Eli Lilly (LLY), Netflix, Synopsys (SNPS), ServiceNow (NOW) and Advanced Micro Devices (AMD).Overall, the 19 stocks are down an average of about 8% over the past three months. The S&P 500, for comparison, is up about 8% over the same span.Improving Analyst SentimentAnalysts are warming to these stocks while investors sit on the sidelines.The stocks trade at an average of about 33 times the per-share earnings expected for 2022, which is a premium to the overall market, at about 20.5 times. That is one reason shares might be lagging.Value-oriented stocks, which tend to have lower price/earnings ratios, have beaten growth stocks lately. The Russell 1000 Value Index is up about 14% over the past three months, outperforming the Russell 1000 Growth Index by about 13 percentage points.For some of the 19 stocks to rise, investors might have to shift back to growth—the darling of the pandemic—from value. That isn’t a sure bet, given that the postpandemic boom is drawing investors to cyclical names, which like value shares, tend to have lower valuations.But many of the companies on the list, including the tech names, are impressive, blue-chip firms. It might be a good time to snatch up those stocks before investors, overall, catch on that Wall Street sees brighter days ahead.A stock screen, of course, isn’t an investment thesis. It is a way for fundamentally minded investors to narrow down their choices and start kicking the tires on stocks.","news_type":1,"symbols_score_info":{"LDOS":0.9,"ADBE":0.9,"SNPS":0.9,"HOLX":0.9,"AAPL":0.9,"LLY":0.9,"TMO":0.9,"NEE":0.9,"IPGP":0.9,"ALGN":0.9,"NOW":0.9,"NFLX":0.9,"AMD":0.9,"AES":0.9,"PAYC":0.9,"AKAM":0.9,"TYL":0.9,"VRSK":0.9}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114693084,"gmtCreate":1623070737648,"gmtModify":1634037307040,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Luckily i sold on fri!&nbsp;","listText":"Luckily i sold on fri!&nbsp;","text":"Luckily i sold on fri!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/114693084","repostId":"2141235375","repostType":4,"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346089109,"gmtCreate":1617974685101,"gmtModify":1634295441107,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Noted with thanks&nbsp;","listText":"Noted with thanks&nbsp;","text":"Noted with thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/346089109","repostId":"1168300924","repostType":4,"repost":{"id":"1168300924","kind":"news","pubTimestamp":1617955250,"share":"https://www.laohu8.com/m/news/1168300924?lang=zh_CN&edition=full","pubTime":"2021-04-09 16:00","market":"us","language":"en","title":"Next Week’s IPO Lineup Is Growing. It Could Be Busy.<blockquote>下周IPO阵容不断壮大。可能会很忙。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168300924","media":"barrons","summary":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Pa","content":"<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.</p><p><blockquote>4月的第二周将成为IPO市场相对强劲的时期。又有多达四家公司在股市首次亮相，使总数至少达到六家。</blockquote></p><p>Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.</p><p><blockquote>美国最大的加密货币交易所Coinbase定于4月14日星期三开业交易。三位知情人士表示，Applovin和图森未来将于第二天上市。Agilon Health将于周四首次亮相。</blockquote></p><p>And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.</p><p><blockquote>据报道，银行软件公司Alkami Technology和生产环保一次性食品服务产品的Karat Packaging也将上市。</blockquote></p><p>This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.</p><p><blockquote>相比之下，本周有两家公司Reneo Pharmaceuticals和VectivBio Holding上市。这两家公司都是小型生物技术公司，预计将于周五在纳斯达克开始交易。</blockquote></p><p>Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.</p><p><blockquote>Applovin周三设定了首次公开募股的条款。该公司将以每股75至85美元的价格发行2500万股股票，这意味着如果该股票以该区间的高端出售，它可以筹集高达21.3亿美元的资金。该公司计划在纳斯达克以APP为代码进行交易。</blockquote></p><p>Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR,&nbsp;Bank of America‘s (BAC) BofA Securities, andCitigroup(C).</p><p><blockquote>Applovin招股说明书中列出了18家承销商，包括摩根士丹利（股票代码：MS）、摩根大通(JPM)、KKR、美国银行(BAC)美银证券和花旗集团(C)。</blockquote></p><p>Founded in 2012, Applovin&nbsp;provides software&nbsp;used by mobile-game developers to grow their businesses.&nbsp; Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.</p><p><blockquote>Applovin成立于2012年，提供手机游戏开发商用来发展业务的软件。据该公司称，每天约有4.1亿人打开包含Applovin软件的应用程序。Applovin还拥有200多款免费手机游戏，日用户达3200万。</blockquote></p><p>In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.</p><p><blockquote>2018年，KKR以4亿美元收购了Applovin的少数股权，当时Applovin的估值为20亿美元。Applovin今年2月以10亿美元收购了Adjust，这是一家帮助移动应用开发者衡量应用性能和防止欺诈的公司。招股说明书称，IPO后KKR将拥有该公司67.4%的股份。</blockquote></p><p>With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.</p><p><blockquote>Applovin的流通股为357,955,309股，市值可能达到300亿美元。</blockquote></p><p>TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.</p><p><blockquote>图森未来还设定了IPO条款。这家自动驾驶技术公司可能筹集高达13亿美元的资金；该公司以每股35至39美元的价格发行近3400万股股票。它将在纳斯达克交易，股票代码为TSP。</blockquote></p><p>Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.</p><p><blockquote>摩根士丹利（MS）、花旗集团和摩根大通（JPM）是该交易的牵头账簿管理人。</blockquote></p><p>Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.</p><p><blockquote>图森未来成立于2015年，旨在改变价值8000亿美元的卡车运输业。这家圣地亚哥公司除了在日本开展业务外，还在图森、上海和北京设有工厂，正在为长途半挂卡车开发自动货运网络，据称这将提高道路效率和安全性，同时削减运营成本。</blockquote></p><p>TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.</p><p><blockquote>图森未来为4级自动驾驶长途卡车开发软件，可以看到1000米以外的地方，相当于30秒的驾驶时间。高清地图提供了五厘米以内的精度。</blockquote></p><p>The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.</p><p><blockquote>招股说明书称，该公司正在与Navistar(NAV)合作，到2024年为北美市场开发卡车。图森未来与大众汽车子公司TRATON在欧洲建立了卡车合作伙伴关系。Navistar、TRATON和联合包裹服务公司(UPS)都是投资者。</blockquote></p><p>TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management &amp; Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.</p><p><blockquote>图森未来已筹集8亿美元资金，其中包括11月份由VectoIQ领投的3.5亿美元融资。招股说明书称，贝莱德(BR)、富达管理与研究公司和资本集团正在洽谈以IPO价格购买最多1010万股图森未来股票。</blockquote></p><p>The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.</p><p><blockquote>该公司将拥有212,263,328股已发行股票，这意味着图森未来的市值可能攀升至83亿美元。然而，图森未来并未盈利。亏损从2019年的8490万美元扩大至2020年的1.779亿美元。2020年收入增长近160%至180万美元。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Next Week’s IPO Lineup Is Growing. It Could Be Busy.<blockquote>下周IPO阵容不断壮大。可能会很忙。</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\">\nNext Week’s IPO Lineup Is Growing. It Could Be Busy.<blockquote>下周IPO阵容不断壮大。可能会很忙。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">barrons</strong><span class=\"h-time small\">2021-04-09 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.</p><p><blockquote>4月的第二周将成为IPO市场相对强劲的时期。又有多达四家公司在股市首次亮相，使总数至少达到六家。</blockquote></p><p>Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.</p><p><blockquote>美国最大的加密货币交易所Coinbase定于4月14日星期三开业交易。三位知情人士表示，Applovin和图森未来将于第二天上市。Agilon Health将于周四首次亮相。</blockquote></p><p>And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.</p><p><blockquote>据报道，银行软件公司Alkami Technology和生产环保一次性食品服务产品的Karat Packaging也将上市。</blockquote></p><p>This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.</p><p><blockquote>相比之下，本周有两家公司Reneo Pharmaceuticals和VectivBio Holding上市。这两家公司都是小型生物技术公司，预计将于周五在纳斯达克开始交易。</blockquote></p><p>Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.</p><p><blockquote>Applovin周三设定了首次公开募股的条款。该公司将以每股75至85美元的价格发行2500万股股票，这意味着如果该股票以该区间的高端出售，它可以筹集高达21.3亿美元的资金。该公司计划在纳斯达克以APP为代码进行交易。</blockquote></p><p>Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR,&nbsp;Bank of America‘s (BAC) BofA Securities, andCitigroup(C).</p><p><blockquote>Applovin招股说明书中列出了18家承销商，包括摩根士丹利（股票代码：MS）、摩根大通(JPM)、KKR、美国银行(BAC)美银证券和花旗集团(C)。</blockquote></p><p>Founded in 2012, Applovin&nbsp;provides software&nbsp;used by mobile-game developers to grow their businesses.&nbsp; Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.</p><p><blockquote>Applovin成立于2012年，提供手机游戏开发商用来发展业务的软件。据该公司称，每天约有4.1亿人打开包含Applovin软件的应用程序。Applovin还拥有200多款免费手机游戏，日用户达3200万。</blockquote></p><p>In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.</p><p><blockquote>2018年，KKR以4亿美元收购了Applovin的少数股权，当时Applovin的估值为20亿美元。Applovin今年2月以10亿美元收购了Adjust，这是一家帮助移动应用开发者衡量应用性能和防止欺诈的公司。招股说明书称，IPO后KKR将拥有该公司67.4%的股份。</blockquote></p><p>With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.</p><p><blockquote>Applovin的流通股为357,955,309股，市值可能达到300亿美元。</blockquote></p><p>TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.</p><p><blockquote>图森未来还设定了IPO条款。这家自动驾驶技术公司可能筹集高达13亿美元的资金；该公司以每股35至39美元的价格发行近3400万股股票。它将在纳斯达克交易，股票代码为TSP。</blockquote></p><p>Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.</p><p><blockquote>摩根士丹利（MS）、花旗集团和摩根大通（JPM）是该交易的牵头账簿管理人。</blockquote></p><p>Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.</p><p><blockquote>图森未来成立于2015年，旨在改变价值8000亿美元的卡车运输业。这家圣地亚哥公司除了在日本开展业务外，还在图森、上海和北京设有工厂，正在为长途半挂卡车开发自动货运网络，据称这将提高道路效率和安全性，同时削减运营成本。</blockquote></p><p>TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.</p><p><blockquote>图森未来为4级自动驾驶长途卡车开发软件，可以看到1000米以外的地方，相当于30秒的驾驶时间。高清地图提供了五厘米以内的精度。</blockquote></p><p>The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.</p><p><blockquote>招股说明书称，该公司正在与Navistar(NAV)合作，到2024年为北美市场开发卡车。图森未来与大众汽车子公司TRATON在欧洲建立了卡车合作伙伴关系。Navistar、TRATON和联合包裹服务公司(UPS)都是投资者。</blockquote></p><p>TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management &amp; Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.</p><p><blockquote>图森未来已筹集8亿美元资金，其中包括11月份由VectoIQ领投的3.5亿美元融资。招股说明书称，贝莱德(BR)、富达管理与研究公司和资本集团正在洽谈以IPO价格购买最多1010万股图森未来股票。</blockquote></p><p>The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.</p><p><blockquote>该公司将拥有212,263,328股已发行股票，这意味着图森未来的市值可能攀升至83亿美元。然而，图森未来并未盈利。亏损从2019年的8490万美元扩大至2020年的1.779亿美元。2020年收入增长近160%至180万美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2\">barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","ALKT":"Alkami Technology, Inc.","APP":"AppLovin Corporation","KRT":"Karat Packaging Inc."},"source_url":"https://www.barrons.com/articles/next-weeks-ipo-lineup-is-growing-it-could-be-busy-51617907448?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168300924","content_text":"The second week of April is shaping up to be a relatively strong time for the IPO market. As many as four more companies are making their stock-market debuts, bringing the total to at least six.Coinbase, the largest U.S. cryptocurrency exchange,is slated to open for trading on Wednesday, April 14. Applovin and TuSimple are listing the next day, three people familiar with the situation said. Agilon Health ismaking its debut that Thursday.And Alkami Technology,a bank software company, and Karat Packaging, whichmakes environmentally-friendly disposable food service products, are also reportedly going public.This week, by way of contrast, two companies, Reneo Pharmaceuticals and VectivBio Holding, are listing. Both are small biotech companies that areslated to begin trading on the Nasdaq on Friday.Applovin on Wednesday set terms for its initial public offering. It is offering 25 million shares at $75 to $85 each, which means it could raise as much as $2.13 billion if the stock sells at the high end of that range. The company plans to trade on the Nasdaq under the symbol APP.Eighteen underwriters are listed in the Applovin prospectus, includingMorgan Stanley(ticker: MS),JPMorgan Chase(JPM),KKR, Bank of America‘s (BAC) BofA Securities, andCitigroup(C).Founded in 2012, Applovin provides software used by mobile-game developers to grow their businesses.  Some 410 million people a day open apps that contain Applovin software, according to the company. Applovin also has a portfolio of more than 200 free-to-play mobile games with 32 million daily users.In 2018, KKRbought a minority stakein Applovin for $400 million, valuing Applovin at $2 billion at the time. Applovin in February acquired Adjust, a firm that helps mobile-app developers measure the performance of apps and prevent fraud, for $1 billion. KKR will own 67.4% of the company after the IPO, theprospectus said.With 357,955,309 shares outstanding, Applovin’s market capitalization could hit $30 billion.TuSimple also set terms for its IPO. The self-driving technology company could raise as much as $1.3 billion; it is offering nearly 34 million shares at $35 to $39 each. It will trade on the Nasdaq under the ticker TSP.Morgan Stanley(MS),Citigroup,and J.P. Morgan (JPM) are lead bookrunners on the deal.Founded in 2015, TuSimple is looking to transform the $800 billion trucking industry. The San Diego company, which has plants in Tucson, Shanghai, and Beijing, in addition to operations in Japan, is developing an autonomous freight network for long-haul, semi-trucks that it says will increase efficiency and safety on the road, while cutting operating costs.TuSimple develops software for the Level 4 self-driving, long-haul trucks, which can see up to 1,000 meters away, equivalent to 30 seconds of driving time. High-definition maps provide accuracy within five centimeters.The company is partnering withNavistar(NAV) to develop trucks for the North American market by 2024,its prospectus said. TuSimple has another partnership withVolkswagensubsidiary TRATON for trucks in Europe. Navistar, TRATON, and United Parcel Service (UPS) are all investors.TuSimple has raised $800 million in funding, including a $350 million round in November led by VectoIQ.BlackRock(BR), Fidelity Management & Research Co and Capital Group are in talks to buy up to 10.1 million TuSimple shares at the IPO price, the prospectus said.The company will have 212,263,328 shares outstanding, meaning TuSimple’s market cap could climb to $8.3 billion. TuSimple, however, is not profitable. Losses widened to $177.9 million in 2020 from $84.9 million in 2019. Revenue jumped nearly 160% to $1.8 million in 2020.","news_type":1,"symbols_score_info":{"TSP":0.9,"COIN":0.9,"APP":0.9,"RPHM":0.9,"ALKT":0.9,"KRT":0.9,"VECT":0.9}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323764686,"gmtCreate":1615377919945,"gmtModify":1703488111459,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"That's a good observation and strategy!&nbsp;","listText":"That's a good observation and strategy!&nbsp;","text":"That's a good observation and strategy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/323764686","repostId":"2118675551","repostType":4,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":367553806,"gmtCreate":1614958686705,"gmtModify":1703483594102,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Not just this. My stocks are in red sea now","listText":"Not just this. My stocks are in red sea now","text":"Not just this. My stocks are in red sea now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367553806","repostId":"1169596583","repostType":4,"repost":{"id":"1169596583","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614958557,"share":"https://www.laohu8.com/m/news/1169596583?lang=zh_CN&edition=full","pubTime":"2021-03-05 23:35","market":"us","language":"en","title":"Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169596583","media":"老虎资讯综合","summary":"(March 5)&nbsp;Palantir plunged more than 13%.","content":"<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir plunged more than 13%<blockquote>Palantir暴跌超13%</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 plunged more than 13%<blockquote>Palantir暴跌超13%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-03-05 23:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(March 5)&nbsp;Palantir plunged more than 13%.</p><p><blockquote>（3月5日）Palantir暴跌超13%。</blockquote></p><p><img src=\"https://static.tigerbbs.com/13f756ec57cca85c31b6be070941d7c1\" tg-width=\"1059\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169596583","content_text":"(March 5) Palantir plunged more than 13%.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370202310,"gmtCreate":1618584152130,"gmtModify":1634291915938,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Pls go uppppp","listText":"Pls go uppppp","text":"Pls go uppppp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370202310","repostId":"1151923129","repostType":4,"repost":{"id":"1151923129","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618581789,"share":"https://www.laohu8.com/m/news/1151923129?lang=zh_CN&edition=full","pubTime":"2021-04-16 22:03","market":"us","language":"en","title":"Bionano Genomics fell about 10% in Friday morning  trading<blockquote>Bionano Genomics周五早盘下跌约10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151923129","media":"Tiger Newspress","summary":"(April 16) Bionano Genomics fell about 10% in Friday morning trading.\nThere's a genomics revolution ","content":"<p>(April 16)&nbsp;Bionano Genomics&nbsp;fell&nbsp;about&nbsp;10%&nbsp;in Friday morning trading.</p><p><blockquote>（4月16日）Bionano Genomics周五早盘下跌约10%。</blockquote></p><p> There's a genomics revolution underway right now. Surprisingly, though, only one pure-play genomics stock is in the top 100 most popular list on Robinhood. That lone ranger is<b>Bionano Genomics</b>(NASDAQ:BNGO). The stock has been a major winner so far this year, with Bionano's shares vaulting 108% higher.</p><p><blockquote>一场基因组学革命正在进行。但令人惊讶的是，只有一只纯基因组学股票出现在Robinhood上最受欢迎的前100名名单中。那个独行侠是<b>生物纳米基因组学</b>（纳斯达克：BNGO）。今年迄今为止，该股一直是主要赢家，Bionano股价飙升108%。</blockquote></p><p> Bionano had generated even bigger gains earlier in 2021. By mid-February, the stock had more than quintupled year to date. However, a shift away from high-flying growth stocks caused Bionano's share price to tumble over the last couple of months.</p><p><blockquote>Bionano在2021年初取得了更大的收益。截至2月中旬，该股今年迄今已上涨五倍多。然而，从高速增长股票的转变导致Bionano的股价在过去几个月内暴跌。</blockquote></p><p> Many investors remain enthusiastic about the company's prospects. Bionanobeat analysts' Q4 revenue expectations. It expects to soon win accreditation in select European markets for Saphyr-based laboratory-developed tests for acute lymphocytic leukemia (ALL) and facioscapulohumeral muscular dystrophy (FSHD). The genomics testing company also thinks that it will have 150 Saphyr gene-sequencing systems installed by the end of this year, which would represent a 50% increase year over year.</p><p><blockquote>许多投资者仍然对该公司的前景充满热情。Bionanobeat分析师第四季度收入预期。它预计很快将在选定的欧洲市场赢得基于Saphyr的实验室开发的急性淋巴细胞白血病（ALL）和面肩肱肌营养不良症（FSHD）测试的认证。这家基因组测试公司还认为，到今年年底，它将安装150个Saphyr基因测序系统，同比增长50%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4d6d3a8298b2b720b7b4ddcf26507750\" tg-width=\"708\" tg-height=\"500\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bionano Genomics fell about 10% in Friday morning  trading<blockquote>Bionano Genomics周五早盘下跌约10%</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\">\nBionano Genomics fell about 10% in Friday morning  trading<blockquote>Bionano Genomics周五早盘下跌约10%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-16 22:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(April 16)&nbsp;Bionano Genomics&nbsp;fell&nbsp;about&nbsp;10%&nbsp;in Friday morning trading.</p><p><blockquote>（4月16日）Bionano Genomics周五早盘下跌约10%。</blockquote></p><p> There's a genomics revolution underway right now. Surprisingly, though, only one pure-play genomics stock is in the top 100 most popular list on Robinhood. That lone ranger is<b>Bionano Genomics</b>(NASDAQ:BNGO). The stock has been a major winner so far this year, with Bionano's shares vaulting 108% higher.</p><p><blockquote>一场基因组学革命正在进行。但令人惊讶的是，只有一只纯基因组学股票出现在Robinhood上最受欢迎的前100名名单中。那个独行侠是<b>生物纳米基因组学</b>（纳斯达克：BNGO）。今年迄今为止，该股一直是主要赢家，Bionano股价飙升108%。</blockquote></p><p> Bionano had generated even bigger gains earlier in 2021. By mid-February, the stock had more than quintupled year to date. However, a shift away from high-flying growth stocks caused Bionano's share price to tumble over the last couple of months.</p><p><blockquote>Bionano在2021年初取得了更大的收益。截至2月中旬，该股今年迄今已上涨五倍多。然而，从高速增长股票的转变导致Bionano的股价在过去几个月内暴跌。</blockquote></p><p> Many investors remain enthusiastic about the company's prospects. Bionanobeat analysts' Q4 revenue expectations. It expects to soon win accreditation in select European markets for Saphyr-based laboratory-developed tests for acute lymphocytic leukemia (ALL) and facioscapulohumeral muscular dystrophy (FSHD). The genomics testing company also thinks that it will have 150 Saphyr gene-sequencing systems installed by the end of this year, which would represent a 50% increase year over year.</p><p><blockquote>许多投资者仍然对该公司的前景充满热情。Bionanobeat分析师第四季度收入预期。它预计很快将在选定的欧洲市场赢得基于Saphyr的实验室开发的急性淋巴细胞白血病（ALL）和面肩肱肌营养不良症（FSHD）测试的认证。这家基因组测试公司还认为，到今年年底，它将安装150个Saphyr基因测序系统，同比增长50%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4d6d3a8298b2b720b7b4ddcf26507750\" tg-width=\"708\" tg-height=\"500\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNGO":"Bionano Genomics"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151923129","content_text":"(April 16) Bionano Genomics fell about 10% in Friday morning trading.\nThere's a genomics revolution underway right now. Surprisingly, though, only one pure-play genomics stock is in the top 100 most popular list on Robinhood. That lone ranger isBionano Genomics(NASDAQ:BNGO). The stock has been a major winner so far this year, with Bionano's shares vaulting 108% higher.\nBionano had generated even bigger gains earlier in 2021. By mid-February, the stock had more than quintupled year to date. However, a shift away from high-flying growth stocks caused Bionano's share price to tumble over the last couple of months.\nMany investors remain enthusiastic about the company's prospects. Bionanobeat analysts' Q4 revenue expectations. It expects to soon win accreditation in select European markets for Saphyr-based laboratory-developed tests for acute lymphocytic leukemia (ALL) and facioscapulohumeral muscular dystrophy (FSHD). The genomics testing company also thinks that it will have 150 Saphyr gene-sequencing systems installed by the end of this year, which would represent a 50% increase year over year.","news_type":1,"symbols_score_info":{"BNGO":0.9}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343663185,"gmtCreate":1617713846147,"gmtModify":1634296980252,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>&nbsp;cry for me...&nbsp;","listText":"<a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>&nbsp;cry for me...&nbsp;","text":"$Sundial Growers Inc.(SNDL)$ cry for me...","images":[{"img":"https://static.tigerbbs.com/c83a38483ba24a6672a673469bee5e17","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343663185","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":363742708,"gmtCreate":1614176307504,"gmtModify":1634550864701,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>&nbsp;has the game really stopped? 😭","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>&nbsp;has the game really stopped? 😭","text":"$GameStop(GME)$ has the game really stopped? 😭","images":[{"img":"https://static.tigerbbs.com/a94c0e2556072c56a96ffc339b6a08cb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363742708","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805036963,"gmtCreate":1627820788552,"gmtModify":1633756140046,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Why why why","listText":"Why why why","text":"Why why why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805036963","repostId":"1169518272","repostType":4,"isVote":1,"tweetType":1,"viewCount":1452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101887834,"gmtCreate":1619877381228,"gmtModify":1634209344049,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Yay sold","listText":"Yay sold","text":"Yay sold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/101887834","repostId":"1138497242","repostType":4,"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":101887174,"gmtCreate":1619877366798,"gmtModify":1634209344170,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Yay Singapore!&nbsp;","listText":"Yay Singapore!&nbsp;","text":"Yay Singapore!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101887174","repostId":"1152594140","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346667960,"gmtCreate":1618032711950,"gmtModify":1634295122521,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346667960","repostId":"1101452417","repostType":4,"isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346664842,"gmtCreate":1618032629186,"gmtModify":1634295123125,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>&nbsp;oh no starting to drop again!&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$GameStop(GME)$</a>&nbsp;oh no starting to drop again!&nbsp;","text":"$GameStop(GME)$ oh no starting to drop again!","images":[{"img":"https://static.tigerbbs.com/74a76dec12eb18f516e10a15001eae05","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346664842","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349765754,"gmtCreate":1617640045378,"gmtModify":1634297365394,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Apple stocks quite flat despite the news&nbsp;","listText":"Apple stocks quite flat despite the news&nbsp;","text":"Apple stocks quite flat despite the news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/349765754","repostId":"1198164635","repostType":4,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327312344,"gmtCreate":1616058812188,"gmtModify":1703497008816,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"They are smart to invest big on Korean dramas","listText":"They are smart to invest big on Korean dramas","text":"They are smart to invest big on Korean dramas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327312344","repostId":"2120580281","repostType":4,"repost":{"id":"2120580281","kind":"news","pubTimestamp":1616055682,"share":"https://www.laohu8.com/m/news/2120580281?lang=zh_CN&edition=full","pubTime":"2021-03-18 16:21","market":"us","language":"en","title":"Netflix’s Scale Is The Key To Its Profitability<blockquote>Netflix的规模是其盈利的关键</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2120580281","media":"Simply Wall St.","summary":"• Netflix's strategy was to reach scale, then create its own content\n• Its library is shifting towar","content":"<p><h3><b>• Netflix's strategy was to reach scale, then create its own content</b></h3> <h3><b>• Its library is shifting towards original content</b></h3> <h3><b>• Net margins are expanding as scale takes effect</b></h3> On-demand streaming is <a href=\"https://laohu8.com/S/AONE\">one</a> of the most competitive industries in the 21st century. <b>Netflix (</b><b><u>NASDAQ:NFLX</u></b><b>)</b> was the pioneer back in 2007 with its “Watch Now” service. Since then, many players have joined the space - and you can’t blame them, the model of on-demand streaming is more streamlined (pardon-the-pun) and scalable than traditional distribution methods. It has provided those with valuable intellectual property such as movies and TV shows a new and efficient way to monetize these assets.</p><p><blockquote><h3><b>•Netflix的战略是达到规模，然后创建自己的内容</b></h3><h3><b>•其图书馆正在向原创内容转变</b></h3><h3><b>•随着规模的发挥，净利润率正在扩大</b></h3>点播流媒体是<a href=\"https://laohu8.com/S/AONE\">一</a>21世纪最具竞争力的行业之一。<b>Netflix</b><b><u>纳斯达克：NFLX</u></b><b>)</b>是2007年推出“立即观看”服务的先驱。从那以后，许多玩家加入了这个领域——你不能责怪他们，点播流媒体的模式比传统的分发方式更加精简（原谅双关语）和可扩展。它为那些拥有电影和电视节目等有价值的知识产权的人提供了一种新的有效方式来将这些资产货币化。</blockquote></p><p> Some expect the on-demand streaming industry to reach 2 billion users by 2025, which would be a 65% increase from 2020 figures.</p><p><blockquote>一些人预计，到2025年，点播流媒体行业的用户将达到20亿，比2020年的数字增长65%。</blockquote></p><p> Being the first mover 14 years ago has allowed Netflix to get a headstart in acquiring users and building its market-leading user base of 204m. However, this lead will not be easy to maintain. In this piece, we want to cover Netflix’s strategies to get where it is today, how it could maintain its lead and what that will do to the business’ economics.</p><p><blockquote>作为14年前的先行者，Netflix在获取用户和建立2.04亿市场领先的用户群方面取得了领先地位。然而，这种领先优势并不容易保持。在这篇文章中，我们希望介绍Netflix实现今天的战略、如何保持领先地位以及这将对企业的经济效益产生什么影响。</blockquote></p><p> <h2><b>Netflix’s strategy</b></h2> Netflix is a streaming service for content. Its strategy was simple: grow its subscriber base to reach scale quickly by distributing quality content through a great user experience. Then, once it reaches scale, create its own content to become less reliant on external studios and allow itself to generate higher margins through fixed production costs rather than variable licensing fees.</p><p><blockquote><h2><b>奈飞的策略</b></h2>网飞是一个内容流媒体服务。它的策略很简单：通过出色的用户体验分发高质量的内容，扩大用户群以快速达到规模。然后，一旦它达到规模，创建自己的内容，减少对外部工作室的依赖，并允许自己通过固定的制作成本而不是可变的许可费产生更高的利润。</blockquote></p><p> In the early days, this content was all licensed from other studios that actually owned the rights. Netflix paid them licensing fees and, before the company had scale, it was at the mercy of these content providers. Until Netflix was to reach scale (a large enough paying user base), this model typically benefitted the content owners more than the content distributors.</p><p><blockquote>在早期，这些内容都是从其他实际拥有版权的工作室那里获得许可的。Netflix向他们支付了许可费，在公司形成规模之前，它受到了这些内容提供商的摆布。在Netflix达到规模（足够大的付费用户群）之前，这种模式通常比内容分销商更有利于内容所有者。</blockquote></p><p> That’s why in 2013, when the company reached 34m paying subscribers, it began to generate its own content. One of its first productions was the hugely successful and award-winning <i>House of Cards</i>. As the company has continued to grow its user base, it has continued to create its own content in house. By February 2021, when Netflix surpassed 204m paying subscribers, the company reportedly had around 1,500 Netflix original titles, which was roughly 10% of its total international library of 15,000 titles.</p><p><blockquote>这就是为什么在2013年，当该公司的付费用户达到3400万时，它开始生成自己的内容。它的第一部作品之一获得了巨大的成功并获奖<i>纸牌屋</i>随着该公司用户群的不断增长，它继续在内部创建自己的内容。据报道，到2021年2月，当Netflix的付费用户超过2.04亿时，该公司拥有约1,500部Netflix原创图书，约占其国际图书馆15,000部图书总数的10%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea2c3b3b37fcfc1064cfda24c06d0284\" tg-width=\"1122\" tg-height=\"1006\"><span>Source: Netflix</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Netflix</span></p></blockquote></p><p> Since Netflix has now reached scale and established a market leading position, it needs to continue doubling down on the second part of its strategy to maintain that lead, which is: make more of its own content.</p><p><blockquote>由于Netflix现在已经达到规模并建立了市场领先地位，它需要继续加倍努力实现其战略的第二部分以保持领先地位，即：制作更多自己的内容。</blockquote></p><p> <h2><b>Maintaining its lead</b></h2> It’s <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing to generate a lead, but it’s another to maintain it. Since there’s plenty of streaming options out there such as Disney+, Amazon Prime, Youtube Premium, and users are spoilt for choice. However, while these consumers have a vast array of content at their fingertips, not all of it is “great” content and they only have so much spare time to consume it. That’s why Netflix’s goal is for consumers to “choose Netflix in their moments of free time”. To do this, Netflix knows it needs to provide unique content that is more appealing than others, and deliver it through a seamless user experience.</p><p><blockquote><h2><b>保持领先地位</b></h2>这是<a href=\"https://laohu8.com/S/AONE.U\">一</a>产生销售线索是一回事，但保持销售线索是另一回事。因为有很多流媒体选项，如Disney+、Amazon Prime、Youtube Premium，用户的选择太多了。然而，虽然这些消费者手边有大量的内容，但并不是所有的内容都是“伟大的”内容，他们只有这么多的空闲时间来消费这些内容。这就是为什么Netflix的目标是让消费者“在空闲时间选择Netflix”。要做到这一点，Netflix知道它需要提供比其他内容更有吸引力的独特内容，并通过无缝的用户体验来交付。</blockquote></p><p> Since the company seems to have the user experience mostly in order, a lot of its focus has been on growing the amount of unique content it serves, especially its originals. And we can see Netflix’s shift in spending in the company's cost of revenue expense and the company’s content assets.</p><p><blockquote>由于该公司的用户体验似乎基本正常，因此它的大部分重点都放在增加其提供的独特内容的数量上，尤其是原创内容。我们可以看到Netflix在公司收入支出成本和公司内容资产方面的支出转变。</blockquote></p><p> Netflix’s cost of revenue is its primary expense and was $15.2bn for 2020 (61% of revenue). Two thirds of this ($10.8bn) is made up of the amortization of its content assets.</p><p><blockquote>Netflix的收入成本是其主要支出，2020年为152亿美元（占收入的61%）。其中三分之二（108亿美元）由其内容资产的摊销组成。</blockquote></p><p> Amortization is a method for writing off the cost of the content over its useful life, rather than incurring the cost up front. On average, over 90% of Netflix’s licensed or produced content is amortized over 4 years. So for example, on average, a $100m license fee for a TV show might be amortized at $25m per year over 4 years instead of all at once.</p><p><blockquote>摊销是一种在内容的使用寿命内冲销其成本的方法，而不是预先产生成本。平均而言，超过90%的网飞许可或制作内容在4年内摊销。例如，平均而言，一个电视节目1亿美元的许可费可能会在4年内以每年2500万美元的速度摊销，而不是一次全部摊销。</blockquote></p><p> The chart below shows just how much amortization of content has occurred leading up to 2019 as well as cash spend on content.</p><p><blockquote>下图显示了截至2019年的内容摊销金额以及内容上的现金支出。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf9c9277c0f8a9fba4bf1fb9d9b5e3c5\" tg-width=\"1508\" tg-height=\"818\"><span>Source: Next Level Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：下一级财经</span></p></blockquote></p><p></p><p> You’ll notice the cash spend column beside the amortization column. Cash spend is recorded in the statement of cash flows and represents the money Netflix spends upfront to produce its own content. Importantly, this disparity between the two columns reflects that the company is spending more on producing its own content since cash spend is increasing at a faster rate than amortization.</p><p><blockquote>您会注意到摊销列旁边的现金支出列。现金支出记录在现金流量表中，代表Netflix为制作自己的内容而预先花费的资金。重要的是，两栏之间的差异反映出该公司在制作自己的内容上花费更多，因为现金支出的增长速度快于摊销。</blockquote></p><p> For 2020, content amortization reached $10.8bn and cash spend reduced to $12.5bn, but it was still higher than the amortization expense.</p><p><blockquote>2020年，内容摊销达到108亿美元，现金支出减少至125亿美元，但仍高于摊销费用。</blockquote></p><p> This transition of increasing spend on original content then shows up in the company’s content assets split too.</p><p><blockquote>这种增加原创内容支出的转变也体现在公司的内容资产分割中。</blockquote></p><p> In 2016, the company had $11bn worth of content assets, which was split between 86% licensed content, and 14% original content. However, by 2020, content assets reached $25bn and the split was now 54% licensed to 46% original. This shift is helping the company become less at risk of studios pulling their content, because it has more of its own to showcase.</p><p><blockquote>2016年，该公司拥有价值110亿美元的内容资产，其中86%为授权内容，14%为原创内容。然而，到2020年，内容资产达到250亿美元，现在54%是授权的，46%是原创的。这种转变有助于该公司降低工作室撤回其内容的风险，因为它有更多自己的内容可以展示。</blockquote></p><p> Releasing and owning unique titles such as Stranger Things, House of Cards, The Crown, The Witcher, or The Queen’s Gambit are crucial for Netflix to maintain its lead. It gives their existing users all the more reason to keep their subscriptions as new titles like these are released, and it gives prospective users all the more reason to sign up if they want to view these exclusives.</p><p><blockquote>发行和拥有独特的游戏，如《奇异事物》、《纸牌屋》、《王冠》、《巫师》或《女王的策略》，对于网飞保持领先地位至关重要。随着像这样的新游戏的发布，它给了他们现有的用户更多的理由保持他们的订阅，它给了潜在用户更多的理由注册，如果他们想查看这些独家新闻。</blockquote></p><p> This transition to original content is helping the company build its own moat by becoming less reliant on external providers. As Netflix becomes both the producer and distributor of a larger portion of its content library, this creates a lot of operating leverage and thus helps the company’s bottom line.</p><p><blockquote>这种向原创内容的过渡正在帮助该公司通过减少对外部提供商的依赖来建立自己的护城河。随着Netflix成为其大部分内容库的生产商和分销商，这创造了大量的运营杠杆，从而有助于公司的利润。</blockquote></p><p> <h2><b>How this impacts the economics</b></h2> The positive financial impact of reaching a huge operating scale in a business like Netflix cannot be understated. Additionally, the expansion of originals in its content library exaggerates the positive effects that scale has on the company’s bottom line. This effect can already be seen over the last five years, and analysts expect this to continue over the next five.</p><p><blockquote><h2><b>这对经济有何影响</b></h2>在像网飞这样的企业中达到巨大的运营规模所带来的积极财务影响不可低估。此外，其内容库中原创作品的扩展夸大了规模对公司利润的积极影响。这种影响在过去五年中已经可以看到，分析师预计这种影响将在未来五年持续下去。</blockquote></p><p> In 2016, net profit margins were only 2.1% but reached 11% in 2020. This is thanks to the 120% increase in paying subscribers (to 204m) and the aforementioned increase in fixed cost original content. Looking forward, analysts expect further growth in revenue and earnings thanks to more subscriber growth and an increase in original content as a percentage of total titles. By 2025, the company is expected to double revenue to $51bn and increase earnings more than 4-fold to $12bn, which would result in further net margin expansion to 23.5%.</p><p><blockquote>2016年，净利润率仅为2.1%，但2020年达到11%。这要归功于付费用户增长120%（达到2.04亿）以及上述固定成本原创内容的增长。展望未来，分析师预计，由于订户数量的增加以及原创内容占总标题百分比的增加，收入和盈利将进一步增长。到2025年，该公司预计收入将翻一番，达到510亿美元，盈利将增长4倍以上，达到120亿美元，这将导致净利润率进一步扩大至23.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90dda28b7a97c864def67fed7695916e\" tg-width=\"1702\" tg-height=\"1186\"><span>Source: Earnings and Revenue Growth Forecasts - NASDAQ:NFLX - Simply Wall St</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：盈利和收入增长预测-纳斯达克：NFLX-Simply Wall ST</span></p></blockquote></p><p> It should be noted that while Netflix will need to continue creating its own content to remain relevant and satisfy user demand, its scale is now at a stage where this is affordable.</p><p><blockquote>应该指出的是，虽然Netflix将需要继续创建自己的内容以保持相关性并满足用户需求，但其规模现在处于可承受的阶段。</blockquote></p><p> Additionally, with this leading scale, those studios that do license their content to Netflix (because they don’t have a streaming platform of their own) will either have to start one of their own from square one and find users to make it economical, or look for a better license deal from a different streaming service (which might be difficult given Netflix is the biggest and likely able to pay them the most).</p><p><blockquote>此外，凭借这种领先的规模，那些将其内容授权给网飞的工作室（因为他们没有自己的流媒体平台）要么必须从头开始创建自己的流媒体平台，并找到用户以使其经济，要么从不同的流媒体服务中寻找更好的许可协议（这可能很困难，因为网飞是最大的，可能能够向他们支付最多的费用）。</blockquote></p><p> <h2><b>Summing it up</b></h2> Netflix’s core focus for a long time has been its subscriber growth since this is key to becoming profitable. The company’s growing investment into originals is aimed at acquiring even more users, and its vast library of titles is used to retain them. Both its scale and unique content help to solidify the company’s moat and let it generate more profit from each piece of content. Analysts expect that this trend of user growth and original content creation will continue, and as a result, growth in Netflix’s top and bottom line is expected to persist out to at least 2025.</p><p><blockquote><h2><b>总结一下</b></h2>Netflix长期以来的核心关注点一直是用户增长，因为这是盈利的关键。该公司对原创作品不断增长的投资旨在获得更多用户，其庞大的图书库被用来留住他们。其规模和独特的内容都有助于巩固公司的护城河，让其从每条内容中产生更多利润。分析师预计，这种用户增长和原创内容创作的趋势将持续下去，因此，Netflix的营收和利润增长预计将至少持续到2025年。</blockquote></p><p> While all of this growth is impressive, it did come with some strings attached. Netflix levered up and by 2020 year end it had $16bn in debt. Our company report on Netflix contains a full breakdown of the company’s financial health and its ability to fund the debt.</p><p><blockquote>虽然所有这些增长令人印象深刻，但它确实伴随着一些附加条件。Netflix提高了杠杆率，到2020年底，其债务已达160亿美元。我们关于Netflix的公司报告包含了该公司财务健康状况及其为债务融资能力的完整明细。</blockquote></p><p></p>","source":"lsy1616055508394","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>Netflix’s Scale Is The Key To Its Profitability<blockquote>Netflix的规模是其盈利的关键</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\">\nNetflix’s Scale Is The Key To Its Profitability<blockquote>Netflix的规模是其盈利的关键</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Simply Wall St.</strong><span class=\"h-time small\">2021-03-18 16:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p><h3><b>• Netflix's strategy was to reach scale, then create its own content</b></h3> <h3><b>• Its library is shifting towards original content</b></h3> <h3><b>• Net margins are expanding as scale takes effect</b></h3> On-demand streaming is <a href=\"https://laohu8.com/S/AONE\">one</a> of the most competitive industries in the 21st century. <b>Netflix (</b><b><u>NASDAQ:NFLX</u></b><b>)</b> was the pioneer back in 2007 with its “Watch Now” service. Since then, many players have joined the space - and you can’t blame them, the model of on-demand streaming is more streamlined (pardon-the-pun) and scalable than traditional distribution methods. It has provided those with valuable intellectual property such as movies and TV shows a new and efficient way to monetize these assets.</p><p><blockquote><h3><b>•Netflix的战略是达到规模，然后创建自己的内容</b></h3><h3><b>•其图书馆正在向原创内容转变</b></h3><h3><b>•随着规模的发挥，净利润率正在扩大</b></h3>点播流媒体是<a href=\"https://laohu8.com/S/AONE\">一</a>21世纪最具竞争力的行业之一。<b>Netflix</b><b><u>纳斯达克：NFLX</u></b><b>)</b>是2007年推出“立即观看”服务的先驱。从那以后，许多玩家加入了这个领域——你不能责怪他们，点播流媒体的模式比传统的分发方式更加精简（原谅双关语）和可扩展。它为那些拥有电影和电视节目等有价值的知识产权的人提供了一种新的有效方式来将这些资产货币化。</blockquote></p><p> Some expect the on-demand streaming industry to reach 2 billion users by 2025, which would be a 65% increase from 2020 figures.</p><p><blockquote>一些人预计，到2025年，点播流媒体行业的用户将达到20亿，比2020年的数字增长65%。</blockquote></p><p> Being the first mover 14 years ago has allowed Netflix to get a headstart in acquiring users and building its market-leading user base of 204m. However, this lead will not be easy to maintain. In this piece, we want to cover Netflix’s strategies to get where it is today, how it could maintain its lead and what that will do to the business’ economics.</p><p><blockquote>作为14年前的先行者，Netflix在获取用户和建立2.04亿市场领先的用户群方面取得了领先地位。然而，这种领先优势并不容易保持。在这篇文章中，我们希望介绍Netflix实现今天的战略、如何保持领先地位以及这将对企业的经济效益产生什么影响。</blockquote></p><p> <h2><b>Netflix’s strategy</b></h2> Netflix is a streaming service for content. Its strategy was simple: grow its subscriber base to reach scale quickly by distributing quality content through a great user experience. Then, once it reaches scale, create its own content to become less reliant on external studios and allow itself to generate higher margins through fixed production costs rather than variable licensing fees.</p><p><blockquote><h2><b>奈飞的策略</b></h2>网飞是一个内容流媒体服务。它的策略很简单：通过出色的用户体验分发高质量的内容，扩大用户群以快速达到规模。然后，一旦它达到规模，创建自己的内容，减少对外部工作室的依赖，并允许自己通过固定的制作成本而不是可变的许可费产生更高的利润。</blockquote></p><p> In the early days, this content was all licensed from other studios that actually owned the rights. Netflix paid them licensing fees and, before the company had scale, it was at the mercy of these content providers. Until Netflix was to reach scale (a large enough paying user base), this model typically benefitted the content owners more than the content distributors.</p><p><blockquote>在早期，这些内容都是从其他实际拥有版权的工作室那里获得许可的。Netflix向他们支付了许可费，在公司形成规模之前，它受到了这些内容提供商的摆布。在Netflix达到规模（足够大的付费用户群）之前，这种模式通常比内容分销商更有利于内容所有者。</blockquote></p><p> That’s why in 2013, when the company reached 34m paying subscribers, it began to generate its own content. One of its first productions was the hugely successful and award-winning <i>House of Cards</i>. As the company has continued to grow its user base, it has continued to create its own content in house. By February 2021, when Netflix surpassed 204m paying subscribers, the company reportedly had around 1,500 Netflix original titles, which was roughly 10% of its total international library of 15,000 titles.</p><p><blockquote>这就是为什么在2013年，当该公司的付费用户达到3400万时，它开始生成自己的内容。它的第一部作品之一获得了巨大的成功并获奖<i>纸牌屋</i>随着该公司用户群的不断增长，它继续在内部创建自己的内容。据报道，到2021年2月，当Netflix的付费用户超过2.04亿时，该公司拥有约1,500部Netflix原创图书，约占其国际图书馆15,000部图书总数的10%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea2c3b3b37fcfc1064cfda24c06d0284\" tg-width=\"1122\" tg-height=\"1006\"><span>Source: Netflix</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：Netflix</span></p></blockquote></p><p> Since Netflix has now reached scale and established a market leading position, it needs to continue doubling down on the second part of its strategy to maintain that lead, which is: make more of its own content.</p><p><blockquote>由于Netflix现在已经达到规模并建立了市场领先地位，它需要继续加倍努力实现其战略的第二部分以保持领先地位，即：制作更多自己的内容。</blockquote></p><p> <h2><b>Maintaining its lead</b></h2> It’s <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing to generate a lead, but it’s another to maintain it. Since there’s plenty of streaming options out there such as Disney+, Amazon Prime, Youtube Premium, and users are spoilt for choice. However, while these consumers have a vast array of content at their fingertips, not all of it is “great” content and they only have so much spare time to consume it. That’s why Netflix’s goal is for consumers to “choose Netflix in their moments of free time”. To do this, Netflix knows it needs to provide unique content that is more appealing than others, and deliver it through a seamless user experience.</p><p><blockquote><h2><b>保持领先地位</b></h2>这是<a href=\"https://laohu8.com/S/AONE.U\">一</a>产生销售线索是一回事，但保持销售线索是另一回事。因为有很多流媒体选项，如Disney+、Amazon Prime、Youtube Premium，用户的选择太多了。然而，虽然这些消费者手边有大量的内容，但并不是所有的内容都是“伟大的”内容，他们只有这么多的空闲时间来消费这些内容。这就是为什么Netflix的目标是让消费者“在空闲时间选择Netflix”。要做到这一点，Netflix知道它需要提供比其他内容更有吸引力的独特内容，并通过无缝的用户体验来交付。</blockquote></p><p> Since the company seems to have the user experience mostly in order, a lot of its focus has been on growing the amount of unique content it serves, especially its originals. And we can see Netflix’s shift in spending in the company's cost of revenue expense and the company’s content assets.</p><p><blockquote>由于该公司的用户体验似乎基本正常，因此它的大部分重点都放在增加其提供的独特内容的数量上，尤其是原创内容。我们可以看到Netflix在公司收入支出成本和公司内容资产方面的支出转变。</blockquote></p><p> Netflix’s cost of revenue is its primary expense and was $15.2bn for 2020 (61% of revenue). Two thirds of this ($10.8bn) is made up of the amortization of its content assets.</p><p><blockquote>Netflix的收入成本是其主要支出，2020年为152亿美元（占收入的61%）。其中三分之二（108亿美元）由其内容资产的摊销组成。</blockquote></p><p> Amortization is a method for writing off the cost of the content over its useful life, rather than incurring the cost up front. On average, over 90% of Netflix’s licensed or produced content is amortized over 4 years. So for example, on average, a $100m license fee for a TV show might be amortized at $25m per year over 4 years instead of all at once.</p><p><blockquote>摊销是一种在内容的使用寿命内冲销其成本的方法，而不是预先产生成本。平均而言，超过90%的网飞许可或制作内容在4年内摊销。例如，平均而言，一个电视节目1亿美元的许可费可能会在4年内以每年2500万美元的速度摊销，而不是一次全部摊销。</blockquote></p><p> The chart below shows just how much amortization of content has occurred leading up to 2019 as well as cash spend on content.</p><p><blockquote>下图显示了截至2019年的内容摊销金额以及内容上的现金支出。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf9c9277c0f8a9fba4bf1fb9d9b5e3c5\" tg-width=\"1508\" tg-height=\"818\"><span>Source: Next Level Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：下一级财经</span></p></blockquote></p><p></p><p> You’ll notice the cash spend column beside the amortization column. Cash spend is recorded in the statement of cash flows and represents the money Netflix spends upfront to produce its own content. Importantly, this disparity between the two columns reflects that the company is spending more on producing its own content since cash spend is increasing at a faster rate than amortization.</p><p><blockquote>您会注意到摊销列旁边的现金支出列。现金支出记录在现金流量表中，代表Netflix为制作自己的内容而预先花费的资金。重要的是，两栏之间的差异反映出该公司在制作自己的内容上花费更多，因为现金支出的增长速度快于摊销。</blockquote></p><p> For 2020, content amortization reached $10.8bn and cash spend reduced to $12.5bn, but it was still higher than the amortization expense.</p><p><blockquote>2020年，内容摊销达到108亿美元，现金支出减少至125亿美元，但仍高于摊销费用。</blockquote></p><p> This transition of increasing spend on original content then shows up in the company’s content assets split too.</p><p><blockquote>这种增加原创内容支出的转变也体现在公司的内容资产分割中。</blockquote></p><p> In 2016, the company had $11bn worth of content assets, which was split between 86% licensed content, and 14% original content. However, by 2020, content assets reached $25bn and the split was now 54% licensed to 46% original. This shift is helping the company become less at risk of studios pulling their content, because it has more of its own to showcase.</p><p><blockquote>2016年，该公司拥有价值110亿美元的内容资产，其中86%为授权内容，14%为原创内容。然而，到2020年，内容资产达到250亿美元，现在54%是授权的，46%是原创的。这种转变有助于该公司降低工作室撤回其内容的风险，因为它有更多自己的内容可以展示。</blockquote></p><p> Releasing and owning unique titles such as Stranger Things, House of Cards, The Crown, The Witcher, or The Queen’s Gambit are crucial for Netflix to maintain its lead. It gives their existing users all the more reason to keep their subscriptions as new titles like these are released, and it gives prospective users all the more reason to sign up if they want to view these exclusives.</p><p><blockquote>发行和拥有独特的游戏，如《奇异事物》、《纸牌屋》、《王冠》、《巫师》或《女王的策略》，对于网飞保持领先地位至关重要。随着像这样的新游戏的发布，它给了他们现有的用户更多的理由保持他们的订阅，它给了潜在用户更多的理由注册，如果他们想查看这些独家新闻。</blockquote></p><p> This transition to original content is helping the company build its own moat by becoming less reliant on external providers. As Netflix becomes both the producer and distributor of a larger portion of its content library, this creates a lot of operating leverage and thus helps the company’s bottom line.</p><p><blockquote>这种向原创内容的过渡正在帮助该公司通过减少对外部提供商的依赖来建立自己的护城河。随着Netflix成为其大部分内容库的生产商和分销商，这创造了大量的运营杠杆，从而有助于公司的利润。</blockquote></p><p> <h2><b>How this impacts the economics</b></h2> The positive financial impact of reaching a huge operating scale in a business like Netflix cannot be understated. Additionally, the expansion of originals in its content library exaggerates the positive effects that scale has on the company’s bottom line. This effect can already be seen over the last five years, and analysts expect this to continue over the next five.</p><p><blockquote><h2><b>这对经济有何影响</b></h2>在像网飞这样的企业中达到巨大的运营规模所带来的积极财务影响不可低估。此外，其内容库中原创作品的扩展夸大了规模对公司利润的积极影响。这种影响在过去五年中已经可以看到，分析师预计这种影响将在未来五年持续下去。</blockquote></p><p> In 2016, net profit margins were only 2.1% but reached 11% in 2020. This is thanks to the 120% increase in paying subscribers (to 204m) and the aforementioned increase in fixed cost original content. Looking forward, analysts expect further growth in revenue and earnings thanks to more subscriber growth and an increase in original content as a percentage of total titles. By 2025, the company is expected to double revenue to $51bn and increase earnings more than 4-fold to $12bn, which would result in further net margin expansion to 23.5%.</p><p><blockquote>2016年，净利润率仅为2.1%，但2020年达到11%。这要归功于付费用户增长120%（达到2.04亿）以及上述固定成本原创内容的增长。展望未来，分析师预计，由于订户数量的增加以及原创内容占总标题百分比的增加，收入和盈利将进一步增长。到2025年，该公司预计收入将翻一番，达到510亿美元，盈利将增长4倍以上，达到120亿美元，这将导致净利润率进一步扩大至23.5%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90dda28b7a97c864def67fed7695916e\" tg-width=\"1702\" tg-height=\"1186\"><span>Source: Earnings and Revenue Growth Forecasts - NASDAQ:NFLX - Simply Wall St</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：盈利和收入增长预测-纳斯达克：NFLX-Simply Wall ST</span></p></blockquote></p><p> It should be noted that while Netflix will need to continue creating its own content to remain relevant and satisfy user demand, its scale is now at a stage where this is affordable.</p><p><blockquote>应该指出的是，虽然Netflix将需要继续创建自己的内容以保持相关性并满足用户需求，但其规模现在处于可承受的阶段。</blockquote></p><p> Additionally, with this leading scale, those studios that do license their content to Netflix (because they don’t have a streaming platform of their own) will either have to start one of their own from square one and find users to make it economical, or look for a better license deal from a different streaming service (which might be difficult given Netflix is the biggest and likely able to pay them the most).</p><p><blockquote>此外，凭借这种领先的规模，那些将其内容授权给网飞的工作室（因为他们没有自己的流媒体平台）要么必须从头开始创建自己的流媒体平台，并找到用户以使其经济，要么从不同的流媒体服务中寻找更好的许可协议（这可能很困难，因为网飞是最大的，可能能够向他们支付最多的费用）。</blockquote></p><p> <h2><b>Summing it up</b></h2> Netflix’s core focus for a long time has been its subscriber growth since this is key to becoming profitable. The company’s growing investment into originals is aimed at acquiring even more users, and its vast library of titles is used to retain them. Both its scale and unique content help to solidify the company’s moat and let it generate more profit from each piece of content. Analysts expect that this trend of user growth and original content creation will continue, and as a result, growth in Netflix’s top and bottom line is expected to persist out to at least 2025.</p><p><blockquote><h2><b>总结一下</b></h2>Netflix长期以来的核心关注点一直是用户增长，因为这是盈利的关键。该公司对原创作品不断增长的投资旨在获得更多用户，其庞大的图书库被用来留住他们。其规模和独特的内容都有助于巩固公司的护城河，让其从每条内容中产生更多利润。分析师预计，这种用户增长和原创内容创作的趋势将持续下去，因此，Netflix的营收和利润增长预计将至少持续到2025年。</blockquote></p><p> While all of this growth is impressive, it did come with some strings attached. Netflix levered up and by 2020 year end it had $16bn in debt. Our company report on Netflix contains a full breakdown of the company’s financial health and its ability to fund the debt.</p><p><blockquote>虽然所有这些增长令人印象深刻，但它确实伴随着一些附加条件。Netflix提高了杠杆率，到2020年底，其债务已达160亿美元。我们关于Netflix的公司报告包含了该公司财务健康状况及其为债务融资能力的完整明细。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://simplywall.st/stocks/us/media/nasdaq-nflx/netflix/news/netflixs-nasdaqnflx-scale-is-the-key-to-its-profitability\">Simply Wall St.</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":{"NFLX":"奈飞"},"source_url":"https://simplywall.st/stocks/us/media/nasdaq-nflx/netflix/news/netflixs-nasdaqnflx-scale-is-the-key-to-its-profitability","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120580281","content_text":"• Netflix's strategy was to reach scale, then create its own content\n• Its library is shifting towards original content\n• Net margins are expanding as scale takes effect\nOn-demand streaming is one of the most competitive industries in the 21st century. Netflix (NASDAQ:NFLX) was the pioneer back in 2007 with its “Watch Now” service. Since then, many players have joined the space - and you can’t blame them, the model of on-demand streaming is more streamlined (pardon-the-pun) and scalable than traditional distribution methods. It has provided those with valuable intellectual property such as movies and TV shows a new and efficient way to monetize these assets.\nSome expect the on-demand streaming industry to reach 2 billion users by 2025, which would be a 65% increase from 2020 figures.\nBeing the first mover 14 years ago has allowed Netflix to get a headstart in acquiring users and building its market-leading user base of 204m. However, this lead will not be easy to maintain. In this piece, we want to cover Netflix’s strategies to get where it is today, how it could maintain its lead and what that will do to the business’ economics.\nNetflix’s strategy\nNetflix is a streaming service for content. Its strategy was simple: grow its subscriber base to reach scale quickly by distributing quality content through a great user experience. Then, once it reaches scale, create its own content to become less reliant on external studios and allow itself to generate higher margins through fixed production costs rather than variable licensing fees.\nIn the early days, this content was all licensed from other studios that actually owned the rights. Netflix paid them licensing fees and, before the company had scale, it was at the mercy of these content providers. Until Netflix was to reach scale (a large enough paying user base), this model typically benefitted the content owners more than the content distributors.\nThat’s why in 2013, when the company reached 34m paying subscribers, it began to generate its own content. One of its first productions was the hugely successful and award-winning House of Cards. As the company has continued to grow its user base, it has continued to create its own content in house. By February 2021, when Netflix surpassed 204m paying subscribers, the company reportedly had around 1,500 Netflix original titles, which was roughly 10% of its total international library of 15,000 titles.\nSource: Netflix\nSince Netflix has now reached scale and established a market leading position, it needs to continue doubling down on the second part of its strategy to maintain that lead, which is: make more of its own content.\nMaintaining its lead\nIt’s one thing to generate a lead, but it’s another to maintain it. Since there’s plenty of streaming options out there such as Disney+, Amazon Prime, Youtube Premium, and users are spoilt for choice. However, while these consumers have a vast array of content at their fingertips, not all of it is “great” content and they only have so much spare time to consume it. That’s why Netflix’s goal is for consumers to “choose Netflix in their moments of free time”. To do this, Netflix knows it needs to provide unique content that is more appealing than others, and deliver it through a seamless user experience.\nSince the company seems to have the user experience mostly in order, a lot of its focus has been on growing the amount of unique content it serves, especially its originals. And we can see Netflix’s shift in spending in the company's cost of revenue expense and the company’s content assets.\nNetflix’s cost of revenue is its primary expense and was $15.2bn for 2020 (61% of revenue). Two thirds of this ($10.8bn) is made up of the amortization of its content assets.\nAmortization is a method for writing off the cost of the content over its useful life, rather than incurring the cost up front. On average, over 90% of Netflix’s licensed or produced content is amortized over 4 years. So for example, on average, a $100m license fee for a TV show might be amortized at $25m per year over 4 years instead of all at once.\nThe chart below shows just how much amortization of content has occurred leading up to 2019 as well as cash spend on content.\nSource: Next Level Finance\nYou’ll notice the cash spend column beside the amortization column. Cash spend is recorded in the statement of cash flows and represents the money Netflix spends upfront to produce its own content. Importantly, this disparity between the two columns reflects that the company is spending more on producing its own content since cash spend is increasing at a faster rate than amortization.\nFor 2020, content amortization reached $10.8bn and cash spend reduced to $12.5bn, but it was still higher than the amortization expense.\nThis transition of increasing spend on original content then shows up in the company’s content assets split too.\nIn 2016, the company had $11bn worth of content assets, which was split between 86% licensed content, and 14% original content. However, by 2020, content assets reached $25bn and the split was now 54% licensed to 46% original. This shift is helping the company become less at risk of studios pulling their content, because it has more of its own to showcase.\nReleasing and owning unique titles such as Stranger Things, House of Cards, The Crown, The Witcher, or The Queen’s Gambit are crucial for Netflix to maintain its lead. It gives their existing users all the more reason to keep their subscriptions as new titles like these are released, and it gives prospective users all the more reason to sign up if they want to view these exclusives.\nThis transition to original content is helping the company build its own moat by becoming less reliant on external providers. As Netflix becomes both the producer and distributor of a larger portion of its content library, this creates a lot of operating leverage and thus helps the company’s bottom line.\nHow this impacts the economics\nThe positive financial impact of reaching a huge operating scale in a business like Netflix cannot be understated. Additionally, the expansion of originals in its content library exaggerates the positive effects that scale has on the company’s bottom line. This effect can already be seen over the last five years, and analysts expect this to continue over the next five.\nIn 2016, net profit margins were only 2.1% but reached 11% in 2020. This is thanks to the 120% increase in paying subscribers (to 204m) and the aforementioned increase in fixed cost original content. Looking forward, analysts expect further growth in revenue and earnings thanks to more subscriber growth and an increase in original content as a percentage of total titles. By 2025, the company is expected to double revenue to $51bn and increase earnings more than 4-fold to $12bn, which would result in further net margin expansion to 23.5%.\nSource: Earnings and Revenue Growth Forecasts - NASDAQ:NFLX - Simply Wall St\nIt should be noted that while Netflix will need to continue creating its own content to remain relevant and satisfy user demand, its scale is now at a stage where this is affordable.\nAdditionally, with this leading scale, those studios that do license their content to Netflix (because they don’t have a streaming platform of their own) will either have to start one of their own from square one and find users to make it economical, or look for a better license deal from a different streaming service (which might be difficult given Netflix is the biggest and likely able to pay them the most).\nSumming it up\nNetflix’s core focus for a long time has been its subscriber growth since this is key to becoming profitable. The company’s growing investment into originals is aimed at acquiring even more users, and its vast library of titles is used to retain them. Both its scale and unique content help to solidify the company’s moat and let it generate more profit from each piece of content. Analysts expect that this trend of user growth and original content creation will continue, and as a result, growth in Netflix’s top and bottom line is expected to persist out to at least 2025.\nWhile all of this growth is impressive, it did come with some strings attached. Netflix levered up and by 2020 year end it had $16bn in debt. Our company report on Netflix contains a full breakdown of the company’s financial health and its ability to fund the debt.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329300004,"gmtCreate":1615204054808,"gmtModify":1703485609761,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Entered at 4 different points all lower than the previous 🧐 Downhill trend lol Should I say it's a good buy or goodbye🥴","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Entered at 4 different points all lower than the previous 🧐 Downhill trend lol Should I say it's a good buy or goodbye🥴","text":"$Tesla Motors(TSLA)$Entered at 4 different points all lower than the previous 🧐 Downhill trend lol Should I say it's a good buy or goodbye🥴","images":[{"img":"https://static.tigerbbs.com/830e660d8b8502bc6b768b3231dfdedb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329300004","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":193013404,"gmtCreate":1620739992908,"gmtModify":1634196704230,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Why?!&nbsp;","listText":"Why?!&nbsp;","text":"Why?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193013404","repostId":"1185197052","repostType":4,"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103487772,"gmtCreate":1619801872896,"gmtModify":1634209806588,"author":{"id":"3573956654548922","authorId":"3573956654548922","name":"imeesu","avatar":"https://static.tigerbbs.com/abfad96984c0f15184381e9cf7aa0d68","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573956654548922","idStr":"3573956654548922"},"themes":[],"htmlText":"Niceeeee","listText":"Niceeeee","text":"Niceeeee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103487772","repostId":"1152594140","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}