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2021-11-16

$Yellow Corporation(YELL)$perfect climb!!

2021-11-10

$Yellow Corporation(YELL)$steady move to the ship😀

2021-11-04

$Yellow Corporation(YELL)$fly me to the moon😀👍

2021-08-09

$Canaan Inc.(CAN)$ today it goes to the next level

2021-07-23

Go higher

抱歉，原内容已删除

2021-07-20

👍

Buy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean<blockquote>逢低买入候选者：维珍银河、联合航空、皇家加勒比</blockquote>

2021-07-06

$Canaan Inc.(CAN)$ today go high please..

2021-07-02

👍

ROKU: The Next Step<blockquote>ROKU：下一步</blockquote>

2021-07-01

AMD👍

Chipmakers Micron, AMD Become Top WallStreetBets Interests Alongside Clover Health, SoFi<blockquote>芯片制造商美光(Micron)、AMD与Clover Health、SoFi一起成为WallStreetBets最关注的公司</blockquote>

2021-06-29

Today seens to be the day

2021-06-28

$Bionano Genomics(BNGO)$today gotta go boom!

2021-06-28

Looking Good today..😃

抱歉，原内容已删除

2021-06-22

Today will go high??

2021-06-16

Today is the day it should go high! 😃

2021-06-14

$Canaan Inc.(CAN)$🤞

2021-06-14

$Canaan Inc.(CAN)$rise like the warrior and battle it out👍💪

2021-06-11

$Second Sight Medical(EYES)$ hope this turns out well.. Like pls

2021-06-11

$Planet Green holdings Corp(PLAG)$can we start seeing na uptrend here😆

2021-06-09

$Canaan Inc.(CAN)$ hold on to it! The Dark Knight will rise again🤞😃

2021-06-09

$Canaan Inc.(CAN)$Dark knight rises again today? Hope so🤞

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href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>perfect climb!!","listText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>perfect climb!!","text":"$Yellow Corporation(YELL)$perfect climb!!","images":[{"img":"https://static.tigerbbs.com/71c84ec561b89d0d3935e65608f46493","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871242355","isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870080530,"gmtCreate":1636558235481,"gmtModify":1636559036023,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"<a 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level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898437790","isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175470454,"gmtCreate":1627047973678,"gmtModify":1631889929714,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"Go higher","listText":"Go higher","text":"Go higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175470454","repostId":"1183078855","repostType":4,"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178152062,"gmtCreate":1626793422656,"gmtModify":1631889929719,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178152062","repostId":"1146716847","repostType":4,"repost":{"id":"1146716847","kind":"news","pubTimestamp":1626792554,"share":"https://www.laohu8.com/m/news/1146716847?lang=zh_CN&edition=full","pubTime":"2021-07-20 22:49","market":"us","language":"en","title":"Buy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean<blockquote>逢低买入候选者：维珍银河、联合航空、皇家加勒比</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146716847","media":"The  Street","summary":"These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include","content":"<p>  These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, Coinbase Global, Delta Airlines, and more.  Shares of many airlines and cruise operators were lower this past week due to concern about the continued spread of the delta variant of COVID-19.</p><p><blockquote>这些过去一周下跌的股票可能是逢低买入的机会。近期下跌的包括挪威邮轮公司、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、Coinbase Global、达美航空等。由于担心COVID-19德尔塔变异毒株持续蔓延，许多航空公司和邮轮运营商的股价在过去一周走低。</blockquote></p><p> The virus variant has been spreading rapidly in parts of Asia, including Japan where the Olympics will begin Friday, elsewhere around the world.</p><p><blockquote>这种病毒变种已经在亚洲部分地区迅速传播，包括奥运会将于周五开幕的日本和世界其他地方。</blockquote></p><p> The Dow Jones Industrial Average on Mondayposted its worst day of 2021. Socks plummeted, finishing broadly and sharply lower as investors moved into safe-haven assets and weighed how rising COVID-19 cases might affect the economic recovery in the U.S. and globally.</p><p><blockquote>道琼斯工业平均指数周一公布了2021年最糟糕的一天。由于投资者转向避险资产并权衡不断上升的COVID-19病例可能如何影响美国和全球的经济复苏，袜子暴跌，收盘普遍大幅走低。</blockquote></p><p> The Dow finished down 725 points, or 2.09%, at 33,962, the S&amp;P 500 dropped 1.59% and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> slumped 1.06%. At their lowest levels on Monday, the Dow blue chips slumped 946 points or 2.7%, the S&amp;P 500 gave back 2.2% and the Nasdaq fell 1.7%.</p><p><blockquote>道指收跌725点，或2.09%，报33,962点；标普500跌1.59%；<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>下跌1.06%。周一，道指蓝筹股下跌946点或2.7%，标普500下跌2.2%，纳斯达克下跌1.7%。</blockquote></p><p>   <b>Over on Real Money, Jim Cramer writes that there's \"too much speculation, too little stability in the face of a COVID rebound.\" It's a revolt of the buyers, he says, mixed with a strong belief that the Delta variant will take away all the upside of the speculative economy.Want more of his real-time market analysis? Read his list of&nbsp;factors that continue to weigh on stocks, and how investors can protect their portfolios.</b>  Airlines such as <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines&nbsp;(<b>UAL</b>) -Get Report&nbsp;and <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>&nbsp;(<b>AAL</b>) -Get Report&nbsp;and cruise lines like <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings&nbsp;(<b>NCLH</b>) -Get Report&nbsp;were among the biggest losers. They tumbledon fears about the spread of the COVID-19 delta variantand worries that new lockdown restrictions will stall the economic rebound.</p><p><blockquote><b>关于真钱，吉姆·克莱默写道，“面对新冠疫情反弹，投机太多，稳定性太少。”他说，这是买家的反抗，同时也坚信德尔塔变异毒株将夺走投机性经济的所有好处。想要更多他的实时市场分析吗？阅读他列出的继续打压股票的因素，以及投资者如何保护他们的投资组合。</b>航空公司如<a href=\"https://laohu8.com/S/UBNK\">团结的</a>航空公司（<b>UAL</b>）-获取报告和<a href=\"https://laohu8.com/S/AAL\">美国航空公司</a> (<b>AAL</b>）-获取报告和邮轮公司喜欢<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮公司</a>控股（<b>NCLH</b>）-Get报告是最大的输家之一。他们担心新冠肺炎三角洲变种的传播，并担心新的封锁限制将阻碍经济反弹。</blockquote></p><p> However,&nbsp;<a href=\"https://laohu8.com/S/TST\">TheStreet</a>'s Jim Cramer said from the floor of the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange: \"You have to start buying here simply because you don't know when the bottom's going to be.\"</p><p><blockquote>然而，<a href=\"https://laohu8.com/S/TST\">街道</a>吉姆·克莱默在地板上说道<a href=\"https://laohu8.com/S/NWY\">纽约</a>证券交易所：“你必须在这里开始买入，因为你不知道什么时候会触底。”</blockquote></p><p> Here are several stocks that fell this past week and could present an opportunity to buy the dip.</p><p><blockquote>以下是过去一周下跌的几只股票，可能提供逢低买入的机会。</blockquote></p><p> <b>1. <a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a> | -20.50% Past Week | -12.09% 1 Month</b></p><p><blockquote><b>1.<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>|-20.50%过去一周|-12.09%1个月</b></blockquote></p><p> Virgin Galactic&nbsp;(<b>SPCE</b>) -Get Report&nbsp;shares continued to fall a week afterthe aerospace companyfounded by the entrepreneur Richard Branson said in a filing that it may sell up to $500 million of stock. Branson recently completed a test flight into space and Amazon's&nbsp;(<b>AMZN</b>) -Get Report&nbsp;Jeff Bezos is scheduled to take hisfirst space flighton Tuesday.</p><p><blockquote>维珍银河（<b>SPCE</b>)-Get报告企业家理查德·布兰森(Richard Branson)创立的航空航天公司在一份文件中表示可能出售高达5亿美元的股票，一周后股价继续下跌。布兰森最近完成了一次太空试飞，亚马逊的（<b>AMZN</b>）-获取报告杰夫·贝索斯计划于周二进行他的首次太空飞行。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Virgin Galactic.</p><p><blockquote>TheStreet没有维珍银河的量化评级。</blockquote></p><p> <b>2. Norwegian Cruise Lines | -19.79% Past Week | -27.79% 1 Month</b></p><p><blockquote><b>2.挪威邮轮公司|过去一周-19.79%|1个月-27.79%</b></blockquote></p><p> Norwegian Cruise Lines&nbsp;(<b>NCLH</b>) -Get Report, which filed an amicus brief in this case, is suing Florida Surgeon <a href=\"https://laohu8.com/S/BGC\">General</a> Scott Rivkees for the right to require all passengers to be vaccinated against COVID-19 once it restarts its Florida cruises on Aug. 15. Florida sued the CDC in April, claiming the agency’s restrictions on the cruise industry during the pandemic effectively blocked most cruises and harmed the state’s livelihood.</p><p><blockquote>挪威邮轮公司（<b>NCLH</b>）-Get Report在本案中提交了法庭之友简报，正在起诉佛罗里达州外科医生<a href=\"https://laohu8.com/S/BGC\">一般的</a>斯科特·里夫基斯(Scott Rivkees)争取在8月15日重启佛罗里达州邮轮后要求所有乘客接种COVID-19疫苗的权利。佛罗里达州四月份起诉疾病预防控制中心，声称该机构在大流行期间对邮轮业的限制实际上阻止了大多数邮轮，损害了该州的生计。</blockquote></p><p> TheStreet Quant Ratings rates Norwegian Cruise Lines as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将挪威邮轮公司评为卖出，评级为D。</blockquote></p><p> <b>3. AMC Entertainment | -18.69% Past Week | -41.54% 1 Month</b></p><p><blockquote><b>3.AMC院线|-18.69%过去一周|-41.54%1个月</b></blockquote></p><p> AMC Entertainment&nbsp;(<b>AMC</b>) -Get Report&nbsp;and a group of 36 other meme stocks&nbsp;have fallen as much as 4.4%, according to Bloomberg, marking a sixth straight decline, after the group's worst week since late February.&nbsp;Earlier this month, AMCscrapped plansto have shareholders approve a planned capital increase that would have diluted existing stockholders.</p><p><blockquote>AMC院线(<b>AMC</b>)-据彭博社报道，Get Report和其他36只meme股票的跌幅高达4.4%，这是该集团自2月底以来最糟糕的一周后连续第六次下跌。本月早些时候，AMC放弃了让股东批准可能稀释现有股东权益的增资计划的计划。</blockquote></p><p> TheStreet Quant Ratings rates AMC Entertainment as a Sell with a rating score of E+.</p><p><blockquote>TheStreet Quant Ratings将AMC院线评级为卖出，评级得分为E+。</blockquote></p><p> <b>4. <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp. | -17.35% Past Week | -30.02% 1 Month</b></p><p><blockquote><b>4.<a href=\"https://laohu8.com/S/CCL\">狂欢节</a>公司|-17.35%过去一周|-30.02%1个月</b></blockquote></p><p> It has not been an easy run for Carnival Cruise&nbsp;(<b>CCL</b>) -Get Report. The Miami cruise operator's shares are down about 2% on Thursday, but that’s much better than the 5.2% loss the stock was sporting at the recent low.&nbsp;Carnival fell in late June when it said it planned toraise another $500 million. It fell again when itreduced its debt a few days later.</p><p><blockquote>对于嘉年华邮轮来说，这并不容易（<b>CCL</b>)-获取报告。这家迈阿密邮轮运营商的股价周四下跌约2%，但这比该股近期低点5.2%的跌幅要好得多。嘉年华在6月底表示计划再融资5亿美元时股价下跌。几天后，当它减少债务时，它再次下跌。</blockquote></p><p> TheStreet Quant Ratings rates Carnival as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将嘉年华评级为卖出，评级为D。</blockquote></p><p> <b>5. <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean | -14.83% Past Week | -18.90% 1 Month</b></p><p><blockquote><b>5.<a href=\"https://laohu8.com/S/RGLD\">皇家的</a>加勒比|-14.83%过去一周|-18.90%1个月</b></blockquote></p><p></p><p> Royal Caribbean&nbsp;(<b>RCL</b>) -Get Report, in collaboration with the Florida Division of Emergency Management (FDEM), docked its&nbsp;<i>Explorer of the Seas</i>&nbsp;vessel at the Port of Miami to provide free housing and support for the search-and-rescue teams working at the Surfside condo collapse.</p><p><blockquote>皇家加勒比（<b>RCL</b>）-Get报告与佛罗里达州应急管理部(FDEM)合作，对接了其<i>海洋探险家</i>迈阿密港的船只为在瑟夫赛德公寓倒塌事故中工作的搜救队提供免费住房和支持。</blockquote></p><p> TheStreet Quant Ratings rates Royal Caribbean as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将皇家加勒比评级为卖出，评级为D。</blockquote></p><p> <b>6. <a href=\"https://laohu8.com/S/UBCP\">United</a> Airlines | -14.20% Past Week | +20.92% 1 Month</b></p><p><blockquote><b>6.<a href=\"https://laohu8.com/S/UBCP\">团结的</a>航空|-14.20%过去一周|+20.92%1个月</b></blockquote></p><p> United Airlines Holdings&nbsp;(<b>UAL</b>) -Get Report&nbsp;is among the air carriers and&nbsp;cruise-line operators that slumped due to concern about the continued spread of the delta variant of COVID-19.</p><p><blockquote>联合航空控股公司（<b>UAL</b>)-Get Report是由于担心COVID-19德尔塔变异毒株持续蔓延而股价下跌的航空公司和邮轮运营商之一。</blockquote></p><p> TheStreet Quant Ratings rates United Airlines as a Sell with a rating score of D+.</p><p><blockquote>TheStreet Quant Ratings将联合航空评级为卖出，评级得分为D+。</blockquote></p><p> <b>7. <a href=\"https://laohu8.com/S/BA\">Boeing</a> Co. | -13.17% Past Week | -12.82% 1 Month</b></p><p><blockquote><b>7.<a href=\"https://laohu8.com/S/BA\">波音公司</a>公司|-13.17%过去一周|-12.82%1个月</b></blockquote></p><p> Boeing Co.&nbsp;(<b>BA</b>) -Get Report&nbsp;sharesslumped lower Tuesdayafter the plane maker said it would trim production of its 787 Dreamliner following the discovery of structural flaws in the troubled twin-aisle aircraft. The company said it would deliver\"fewer than half\" of the 787s currently in inventory by the end of the year, down from its prior forecast of \"the vast majority\" as it works with the Federal Aviation Administration to fix gaps in what is known as the forward pressure bulkhead.</p><p><blockquote>波音公司（<b>巴</b>)-Get Report股价周二暴跌，此前该飞机制造商表示，在发现陷入困境的双通道飞机存在结构缺陷后，将削减787梦想飞机的产量。该公司表示，到今年年底，将交付目前库存的787飞机中的“不到一半”，低于之前预测的“绝大多数”，因为该公司正在与联邦航空管理局合作，以修复787飞机的缺口。称为前压力舱壁。</blockquote></p><p> TheStreet Quant Ratings rates Boeing as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将波音公司评级为卖出，评级得分为D。</blockquote></p><p> <b>8. <a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a> | -11.86% Past Week | -10.41% 1 Month</b></p><p><blockquote><b>8.<a href=\"https://laohu8.com/S/MGM\">米高梅国际度假村</a>|-11.86%过去一周|-10.41%1个月</b></blockquote></p><p> MGM Resorts International&nbsp;(<b>MGM</b>) -Get Report&nbsp;agreed tobuy Infinity World Development's 50% interestin CityCenter Holdings for $2.125 billion. The agreement will make MGM Resorts the 100% owner of CityCenter on the Las Vegas Strip, a complex made up of Aria Resort &amp; Casino and Vdara Hotel and Spa.</p><p><blockquote>美高梅国际酒店集团(<b>米高梅</b>)-Get Report同意以21.25亿美元收购Infinity World Development在CityCenter Holdings 50%的权益。该协议将使米高梅度假村成为拉斯维加斯大道CityCenter的100%所有者，该综合体由Aria Resort&amp;Casino和Vdara Hotel and Spa组成。</blockquote></p><p> TheStreet Quant Ratings rates MGM Resorts as a Sell with a rating score of C-.</p><p><blockquote>TheStreet Quant Ratings将米高梅度假村评为卖出，评级为C-。</blockquote></p><p> <b>9. Coinbase Global | -10.89% Past Week | -3.75% 1 Month</b></p><p><blockquote><b>9.Coinbase Global|-10.89%过去一周|-3.75%1个月</b></blockquote></p><p> Cathie Wood-led ARK Investment Management&nbsp;(<b>ARK</b>)&nbsp;shed shares in chipmaker Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;and e-commerce back-end provider <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>&nbsp;(<b>SHOP</b>) -Get Report, shifting some of its capital into Coinbase Global&nbsp;(<b>COIN</b>)&nbsp;amid a dip in the crypto exchange provider’s stock price.&nbsp;The investment firm snapped up 27,844 shares, estimated to be worth about $6.77 million, in cryptocurrency exchange Coinbase on the dip,according to reports.</p><p><blockquote>凯西·伍德领导的方舟投资管理公司（<b>方舟</b>)减持芯片制造商英伟达(<b>NVDA</b>)-获取报告和电子商务后端提供商<a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (<b>商店</b>）-获取报告，将其部分资本转移到Coinbase Global（<b>硬币</b>）在加密货币交易所提供商股价下跌的情况下。据报道，该投资公司在下跌时抢购了加密货币交易所Coinbase的27,844股股票，估计价值约677万美元。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Coinbase Global.</p><p><blockquote>TheStreet没有Coinbase Global的量化评级。</blockquote></p><p> <b>10. Delta Airlines | -10.06% Past Week | -14.28% 1 Month</b></p><p><blockquote><b>10.达美航空|过去一周-10.06%|1个月-14.28%</b></blockquote></p><p> <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>&nbsp;(<b>DAL</b>) -Get Report&nbsp;rose this past week before slumping after <a href=\"https://laohu8.com/S/RJF\">Raymond James</a> analyst Savanthi Sythdouble-upgraded the air carrier to strong buy from market performwith a $58 price target following an&nbsp;earnings call.&nbsp;Also, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analyst Ravi Shanker, who kept an overweight rating and $73 price target, said the shares deserve to be trading \"significantly higher than current levels.\"</p><p><blockquote><a href=\"https://laohu8.com/S/DAL\">达美航空</a> (<b>达尔</b>)-Get报告上周上涨，随后暴跌<a href=\"https://laohu8.com/S/RJF\">雷蒙德·詹姆斯</a>在盈利看涨期权后，分析师Savanthi Syth将该航空公司的评级从市场表现上调至强力买入，目标价为58美元。此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Ravi Shanker维持跑赢大盘评级和73美元的目标价，他表示该股的交易价格应该“明显高于当前水平”。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Skillz.</p><p><blockquote>TheStreet没有Skillz的量化评级。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean<blockquote>逢低买入候选者：维珍银河、联合航空、皇家加勒比</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean<blockquote>逢低买入候选者：维珍银河、联合航空、皇家加勒比</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The  Street</strong><span class=\"h-time small\">2021-07-20 22:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, Coinbase Global, Delta Airlines, and more.  Shares of many airlines and cruise operators were lower this past week due to concern about the continued spread of the delta variant of COVID-19.</p><p><blockquote>这些过去一周下跌的股票可能是逢低买入的机会。近期下跌的包括挪威邮轮公司、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、Coinbase Global、达美航空等。由于担心COVID-19德尔塔变异毒株持续蔓延，许多航空公司和邮轮运营商的股价在过去一周走低。</blockquote></p><p> The virus variant has been spreading rapidly in parts of Asia, including Japan where the Olympics will begin Friday, elsewhere around the world.</p><p><blockquote>这种病毒变种已经在亚洲部分地区迅速传播，包括奥运会将于周五开幕的日本和世界其他地方。</blockquote></p><p> The Dow Jones Industrial Average on Mondayposted its worst day of 2021. Socks plummeted, finishing broadly and sharply lower as investors moved into safe-haven assets and weighed how rising COVID-19 cases might affect the economic recovery in the U.S. and globally.</p><p><blockquote>道琼斯工业平均指数周一公布了2021年最糟糕的一天。由于投资者转向避险资产并权衡不断上升的COVID-19病例可能如何影响美国和全球的经济复苏，袜子暴跌，收盘普遍大幅走低。</blockquote></p><p> The Dow finished down 725 points, or 2.09%, at 33,962, the S&amp;P 500 dropped 1.59% and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> slumped 1.06%. At their lowest levels on Monday, the Dow blue chips slumped 946 points or 2.7%, the S&amp;P 500 gave back 2.2% and the Nasdaq fell 1.7%.</p><p><blockquote>道指收跌725点，或2.09%，报33,962点；标普500跌1.59%；<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>下跌1.06%。周一，道指蓝筹股下跌946点或2.7%，标普500下跌2.2%，纳斯达克下跌1.7%。</blockquote></p><p>   <b>Over on Real Money, Jim Cramer writes that there's \"too much speculation, too little stability in the face of a COVID rebound.\" It's a revolt of the buyers, he says, mixed with a strong belief that the Delta variant will take away all the upside of the speculative economy.Want more of his real-time market analysis? Read his list of&nbsp;factors that continue to weigh on stocks, and how investors can protect their portfolios.</b>  Airlines such as <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines&nbsp;(<b>UAL</b>) -Get Report&nbsp;and <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>&nbsp;(<b>AAL</b>) -Get Report&nbsp;and cruise lines like <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings&nbsp;(<b>NCLH</b>) -Get Report&nbsp;were among the biggest losers. They tumbledon fears about the spread of the COVID-19 delta variantand worries that new lockdown restrictions will stall the economic rebound.</p><p><blockquote><b>关于真钱，吉姆·克莱默写道，“面对新冠疫情反弹，投机太多，稳定性太少。”他说，这是买家的反抗，同时也坚信德尔塔变异毒株将夺走投机性经济的所有好处。想要更多他的实时市场分析吗？阅读他列出的继续打压股票的因素，以及投资者如何保护他们的投资组合。</b>航空公司如<a href=\"https://laohu8.com/S/UBNK\">团结的</a>航空公司（<b>UAL</b>）-获取报告和<a href=\"https://laohu8.com/S/AAL\">美国航空公司</a> (<b>AAL</b>）-获取报告和邮轮公司喜欢<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮公司</a>控股（<b>NCLH</b>）-Get报告是最大的输家之一。他们担心新冠肺炎三角洲变种的传播，并担心新的封锁限制将阻碍经济反弹。</blockquote></p><p> However,&nbsp;<a href=\"https://laohu8.com/S/TST\">TheStreet</a>'s Jim Cramer said from the floor of the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange: \"You have to start buying here simply because you don't know when the bottom's going to be.\"</p><p><blockquote>然而，<a href=\"https://laohu8.com/S/TST\">街道</a>吉姆·克莱默在地板上说道<a href=\"https://laohu8.com/S/NWY\">纽约</a>证券交易所：“你必须在这里开始买入，因为你不知道什么时候会触底。”</blockquote></p><p> Here are several stocks that fell this past week and could present an opportunity to buy the dip.</p><p><blockquote>以下是过去一周下跌的几只股票，可能提供逢低买入的机会。</blockquote></p><p> <b>1. <a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a> | -20.50% Past Week | -12.09% 1 Month</b></p><p><blockquote><b>1.<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>|-20.50%过去一周|-12.09%1个月</b></blockquote></p><p> Virgin Galactic&nbsp;(<b>SPCE</b>) -Get Report&nbsp;shares continued to fall a week afterthe aerospace companyfounded by the entrepreneur Richard Branson said in a filing that it may sell up to $500 million of stock. Branson recently completed a test flight into space and Amazon's&nbsp;(<b>AMZN</b>) -Get Report&nbsp;Jeff Bezos is scheduled to take hisfirst space flighton Tuesday.</p><p><blockquote>维珍银河（<b>SPCE</b>)-Get报告企业家理查德·布兰森(Richard Branson)创立的航空航天公司在一份文件中表示可能出售高达5亿美元的股票，一周后股价继续下跌。布兰森最近完成了一次太空试飞，亚马逊的（<b>AMZN</b>）-获取报告杰夫·贝索斯计划于周二进行他的首次太空飞行。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Virgin Galactic.</p><p><blockquote>TheStreet没有维珍银河的量化评级。</blockquote></p><p> <b>2. Norwegian Cruise Lines | -19.79% Past Week | -27.79% 1 Month</b></p><p><blockquote><b>2.挪威邮轮公司|过去一周-19.79%|1个月-27.79%</b></blockquote></p><p> Norwegian Cruise Lines&nbsp;(<b>NCLH</b>) -Get Report, which filed an amicus brief in this case, is suing Florida Surgeon <a href=\"https://laohu8.com/S/BGC\">General</a> Scott Rivkees for the right to require all passengers to be vaccinated against COVID-19 once it restarts its Florida cruises on Aug. 15. Florida sued the CDC in April, claiming the agency’s restrictions on the cruise industry during the pandemic effectively blocked most cruises and harmed the state’s livelihood.</p><p><blockquote>挪威邮轮公司（<b>NCLH</b>）-Get Report在本案中提交了法庭之友简报，正在起诉佛罗里达州外科医生<a href=\"https://laohu8.com/S/BGC\">一般的</a>斯科特·里夫基斯(Scott Rivkees)争取在8月15日重启佛罗里达州邮轮后要求所有乘客接种COVID-19疫苗的权利。佛罗里达州四月份起诉疾病预防控制中心，声称该机构在大流行期间对邮轮业的限制实际上阻止了大多数邮轮，损害了该州的生计。</blockquote></p><p> TheStreet Quant Ratings rates Norwegian Cruise Lines as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将挪威邮轮公司评为卖出，评级为D。</blockquote></p><p> <b>3. AMC Entertainment | -18.69% Past Week | -41.54% 1 Month</b></p><p><blockquote><b>3.AMC院线|-18.69%过去一周|-41.54%1个月</b></blockquote></p><p> AMC Entertainment&nbsp;(<b>AMC</b>) -Get Report&nbsp;and a group of 36 other meme stocks&nbsp;have fallen as much as 4.4%, according to Bloomberg, marking a sixth straight decline, after the group's worst week since late February.&nbsp;Earlier this month, AMCscrapped plansto have shareholders approve a planned capital increase that would have diluted existing stockholders.</p><p><blockquote>AMC院线(<b>AMC</b>)-据彭博社报道，Get Report和其他36只meme股票的跌幅高达4.4%，这是该集团自2月底以来最糟糕的一周后连续第六次下跌。本月早些时候，AMC放弃了让股东批准可能稀释现有股东权益的增资计划的计划。</blockquote></p><p> TheStreet Quant Ratings rates AMC Entertainment as a Sell with a rating score of E+.</p><p><blockquote>TheStreet Quant Ratings将AMC院线评级为卖出，评级得分为E+。</blockquote></p><p> <b>4. <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp. | -17.35% Past Week | -30.02% 1 Month</b></p><p><blockquote><b>4.<a href=\"https://laohu8.com/S/CCL\">狂欢节</a>公司|-17.35%过去一周|-30.02%1个月</b></blockquote></p><p> It has not been an easy run for Carnival Cruise&nbsp;(<b>CCL</b>) -Get Report. The Miami cruise operator's shares are down about 2% on Thursday, but that’s much better than the 5.2% loss the stock was sporting at the recent low.&nbsp;Carnival fell in late June when it said it planned toraise another $500 million. It fell again when itreduced its debt a few days later.</p><p><blockquote>对于嘉年华邮轮来说，这并不容易（<b>CCL</b>)-获取报告。这家迈阿密邮轮运营商的股价周四下跌约2%，但这比该股近期低点5.2%的跌幅要好得多。嘉年华在6月底表示计划再融资5亿美元时股价下跌。几天后，当它减少债务时，它再次下跌。</blockquote></p><p> TheStreet Quant Ratings rates Carnival as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将嘉年华评级为卖出，评级为D。</blockquote></p><p> <b>5. <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean | -14.83% Past Week | -18.90% 1 Month</b></p><p><blockquote><b>5.<a href=\"https://laohu8.com/S/RGLD\">皇家的</a>加勒比|-14.83%过去一周|-18.90%1个月</b></blockquote></p><p></p><p> Royal Caribbean&nbsp;(<b>RCL</b>) -Get Report, in collaboration with the Florida Division of Emergency Management (FDEM), docked its&nbsp;<i>Explorer of the Seas</i>&nbsp;vessel at the Port of Miami to provide free housing and support for the search-and-rescue teams working at the Surfside condo collapse.</p><p><blockquote>皇家加勒比（<b>RCL</b>）-Get报告与佛罗里达州应急管理部(FDEM)合作，对接了其<i>海洋探险家</i>迈阿密港的船只为在瑟夫赛德公寓倒塌事故中工作的搜救队提供免费住房和支持。</blockquote></p><p> TheStreet Quant Ratings rates Royal Caribbean as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将皇家加勒比评级为卖出，评级为D。</blockquote></p><p> <b>6. <a href=\"https://laohu8.com/S/UBCP\">United</a> Airlines | -14.20% Past Week | +20.92% 1 Month</b></p><p><blockquote><b>6.<a href=\"https://laohu8.com/S/UBCP\">团结的</a>航空|-14.20%过去一周|+20.92%1个月</b></blockquote></p><p> United Airlines Holdings&nbsp;(<b>UAL</b>) -Get Report&nbsp;is among the air carriers and&nbsp;cruise-line operators that slumped due to concern about the continued spread of the delta variant of COVID-19.</p><p><blockquote>联合航空控股公司（<b>UAL</b>)-Get Report是由于担心COVID-19德尔塔变异毒株持续蔓延而股价下跌的航空公司和邮轮运营商之一。</blockquote></p><p> TheStreet Quant Ratings rates United Airlines as a Sell with a rating score of D+.</p><p><blockquote>TheStreet Quant Ratings将联合航空评级为卖出，评级得分为D+。</blockquote></p><p> <b>7. <a href=\"https://laohu8.com/S/BA\">Boeing</a> Co. | -13.17% Past Week | -12.82% 1 Month</b></p><p><blockquote><b>7.<a href=\"https://laohu8.com/S/BA\">波音公司</a>公司|-13.17%过去一周|-12.82%1个月</b></blockquote></p><p> Boeing Co.&nbsp;(<b>BA</b>) -Get Report&nbsp;sharesslumped lower Tuesdayafter the plane maker said it would trim production of its 787 Dreamliner following the discovery of structural flaws in the troubled twin-aisle aircraft. The company said it would deliver\"fewer than half\" of the 787s currently in inventory by the end of the year, down from its prior forecast of \"the vast majority\" as it works with the Federal Aviation Administration to fix gaps in what is known as the forward pressure bulkhead.</p><p><blockquote>波音公司（<b>巴</b>)-Get Report股价周二暴跌，此前该飞机制造商表示，在发现陷入困境的双通道飞机存在结构缺陷后，将削减787梦想飞机的产量。该公司表示，到今年年底，将交付目前库存的787飞机中的“不到一半”，低于之前预测的“绝大多数”，因为该公司正在与联邦航空管理局合作，以修复787飞机的缺口。称为前压力舱壁。</blockquote></p><p> TheStreet Quant Ratings rates Boeing as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将波音公司评级为卖出，评级得分为D。</blockquote></p><p> <b>8. <a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a> | -11.86% Past Week | -10.41% 1 Month</b></p><p><blockquote><b>8.<a href=\"https://laohu8.com/S/MGM\">米高梅国际度假村</a>|-11.86%过去一周|-10.41%1个月</b></blockquote></p><p> MGM Resorts International&nbsp;(<b>MGM</b>) -Get Report&nbsp;agreed tobuy Infinity World Development's 50% interestin CityCenter Holdings for $2.125 billion. The agreement will make MGM Resorts the 100% owner of CityCenter on the Las Vegas Strip, a complex made up of Aria Resort &amp; Casino and Vdara Hotel and Spa.</p><p><blockquote>美高梅国际酒店集团(<b>米高梅</b>)-Get Report同意以21.25亿美元收购Infinity World Development在CityCenter Holdings 50%的权益。该协议将使米高梅度假村成为拉斯维加斯大道CityCenter的100%所有者，该综合体由Aria Resort&amp;Casino和Vdara Hotel and Spa组成。</blockquote></p><p> TheStreet Quant Ratings rates MGM Resorts as a Sell with a rating score of C-.</p><p><blockquote>TheStreet Quant Ratings将米高梅度假村评为卖出，评级为C-。</blockquote></p><p> <b>9. Coinbase Global | -10.89% Past Week | -3.75% 1 Month</b></p><p><blockquote><b>9.Coinbase Global|-10.89%过去一周|-3.75%1个月</b></blockquote></p><p> Cathie Wood-led ARK Investment Management&nbsp;(<b>ARK</b>)&nbsp;shed shares in chipmaker Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;and e-commerce back-end provider <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>&nbsp;(<b>SHOP</b>) -Get Report, shifting some of its capital into Coinbase Global&nbsp;(<b>COIN</b>)&nbsp;amid a dip in the crypto exchange provider’s stock price.&nbsp;The investment firm snapped up 27,844 shares, estimated to be worth about $6.77 million, in cryptocurrency exchange Coinbase on the dip,according to reports.</p><p><blockquote>凯西·伍德领导的方舟投资管理公司（<b>方舟</b>)减持芯片制造商英伟达(<b>NVDA</b>)-获取报告和电子商务后端提供商<a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (<b>商店</b>）-获取报告，将其部分资本转移到Coinbase Global（<b>硬币</b>）在加密货币交易所提供商股价下跌的情况下。据报道，该投资公司在下跌时抢购了加密货币交易所Coinbase的27,844股股票，估计价值约677万美元。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Coinbase Global.</p><p><blockquote>TheStreet没有Coinbase Global的量化评级。</blockquote></p><p> <b>10. Delta Airlines | -10.06% Past Week | -14.28% 1 Month</b></p><p><blockquote><b>10.达美航空|过去一周-10.06%|1个月-14.28%</b></blockquote></p><p> <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>&nbsp;(<b>DAL</b>) -Get Report&nbsp;rose this past week before slumping after <a href=\"https://laohu8.com/S/RJF\">Raymond James</a> analyst Savanthi Sythdouble-upgraded the air carrier to strong buy from market performwith a $58 price target following an&nbsp;earnings call.&nbsp;Also, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analyst Ravi Shanker, who kept an overweight rating and $73 price target, said the shares deserve to be trading \"significantly higher than current levels.\"</p><p><blockquote><a href=\"https://laohu8.com/S/DAL\">达美航空</a> (<b>达尔</b>)-Get报告上周上涨，随后暴跌<a href=\"https://laohu8.com/S/RJF\">雷蒙德·詹姆斯</a>在盈利看涨期权后，分析师Savanthi Syth将该航空公司的评级从市场表现上调至强力买入，目标价为58美元。此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Ravi Shanker维持跑赢大盘评级和73美元的目标价，他表示该股的交易价格应该“明显高于当前水平”。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Skillz.</p><p><blockquote>TheStreet没有Skillz的量化评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/buy-the-dip-candidates-virgin-galactic-united-airlines-royal-caribbean\">The  Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河","RGLD":"皇家黄金","00467":"联合能源集团","UBCP":"联合合众银行"},"source_url":"https://www.thestreet.com/investing/buy-the-dip-candidates-virgin-galactic-united-airlines-royal-caribbean","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146716847","content_text":"These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, AMC Entertainment, Coinbase Global, Delta Airlines, and more.\n\nShares of many airlines and cruise operators were lower this past week due to concern about the continued spread of the delta variant of COVID-19.\nThe virus variant has been spreading rapidly in parts of Asia, including Japan where the Olympics will begin Friday, elsewhere around the world.\nThe Dow Jones Industrial Average on Mondayposted its worst day of 2021. Socks plummeted, finishing broadly and sharply lower as investors moved into safe-haven assets and weighed how rising COVID-19 cases might affect the economic recovery in the U.S. and globally.\nThe Dow finished down 725 points, or 2.09%, at 33,962, the S&P 500 dropped 1.59% and the Nasdaq slumped 1.06%. At their lowest levels on Monday, the Dow blue chips slumped 946 points or 2.7%, the S&P 500 gave back 2.2% and the Nasdaq fell 1.7%.\n\nOver on Real Money, Jim Cramer writes that there's \"too much speculation, too little stability in the face of a COVID rebound.\" It's a revolt of the buyers, he says, mixed with a strong belief that the Delta variant will take away all the upside of the speculative economy.Want more of his real-time market analysis? Read his list of factors that continue to weigh on stocks, and how investors can protect their portfolios.\n\nAirlines such as United Airlines (UAL) -Get Report and American Airlines (AAL) -Get Report and cruise lines like Norwegian Cruise Line Holdings (NCLH) -Get Report were among the biggest losers. They tumbledon fears about the spread of the COVID-19 delta variantand worries that new lockdown restrictions will stall the economic rebound.\nHowever, TheStreet's Jim Cramer said from the floor of the New York Stock Exchange: \"You have to start buying here simply because you don't know when the bottom's going to be.\"\nHere are several stocks that fell this past week and could present an opportunity to buy the dip.\n1. Virgin Galactic | -20.50% Past Week | -12.09% 1 Month\nVirgin Galactic (SPCE) -Get Report shares continued to fall a week afterthe aerospace companyfounded by the entrepreneur Richard Branson said in a filing that it may sell up to $500 million of stock. Branson recently completed a test flight into space and Amazon's (AMZN) -Get Report Jeff Bezos is scheduled to take hisfirst space flighton Tuesday.\nTheStreet does not have a Quant Rating rating for Virgin Galactic.\n2. Norwegian Cruise Lines | -19.79% Past Week | -27.79% 1 Month\nNorwegian Cruise Lines (NCLH) -Get Report, which filed an amicus brief in this case, is suing Florida Surgeon General Scott Rivkees for the right to require all passengers to be vaccinated against COVID-19 once it restarts its Florida cruises on Aug. 15. Florida sued the CDC in April, claiming the agency’s restrictions on the cruise industry during the pandemic effectively blocked most cruises and harmed the state’s livelihood.\nTheStreet Quant Ratings rates Norwegian Cruise Lines as a Sell with a rating score of D.\n3. AMC Entertainment | -18.69% Past Week | -41.54% 1 Month\nAMC Entertainment (AMC) -Get Report and a group of 36 other meme stocks have fallen as much as 4.4%, according to Bloomberg, marking a sixth straight decline, after the group's worst week since late February. Earlier this month, AMCscrapped plansto have shareholders approve a planned capital increase that would have diluted existing stockholders.\nTheStreet Quant Ratings rates AMC Entertainment as a Sell with a rating score of E+.\n4. Carnival Corp. | -17.35% Past Week | -30.02% 1 Month\nIt has not been an easy run for Carnival Cruise (CCL) -Get Report. The Miami cruise operator's shares are down about 2% on Thursday, but that’s much better than the 5.2% loss the stock was sporting at the recent low. Carnival fell in late June when it said it planned toraise another $500 million. It fell again when itreduced its debt a few days later.\nTheStreet Quant Ratings rates Carnival as a Sell with a rating score of D.\n5. Royal Caribbean | -14.83% Past Week | -18.90% 1 Month\nRoyal Caribbean (RCL) -Get Report, in collaboration with the Florida Division of Emergency Management (FDEM), docked its Explorer of the Seas vessel at the Port of Miami to provide free housing and support for the search-and-rescue teams working at the Surfside condo collapse.\nTheStreet Quant Ratings rates Royal Caribbean as a Sell with a rating score of D.\n6. United Airlines | -14.20% Past Week | +20.92% 1 Month\nUnited Airlines Holdings (UAL) -Get Report is among the air carriers and cruise-line operators that slumped due to concern about the continued spread of the delta variant of COVID-19.\nTheStreet Quant Ratings rates United Airlines as a Sell with a rating score of D+.\n7. Boeing Co. | -13.17% Past Week | -12.82% 1 Month\nBoeing Co. (BA) -Get Report sharesslumped lower Tuesdayafter the plane maker said it would trim production of its 787 Dreamliner following the discovery of structural flaws in the troubled twin-aisle aircraft. The company said it would deliver\"fewer than half\" of the 787s currently in inventory by the end of the year, down from its prior forecast of \"the vast majority\" as it works with the Federal Aviation Administration to fix gaps in what is known as the forward pressure bulkhead.\nTheStreet Quant Ratings rates Boeing as a Sell with a rating score of D.\n8. MGM Resorts International | -11.86% Past Week | -10.41% 1 Month\nMGM Resorts International (MGM) -Get Report agreed tobuy Infinity World Development's 50% interestin CityCenter Holdings for $2.125 billion. The agreement will make MGM Resorts the 100% owner of CityCenter on the Las Vegas Strip, a complex made up of Aria Resort & Casino and Vdara Hotel and Spa.\nTheStreet Quant Ratings rates MGM Resorts as a Sell with a rating score of C-.\n9. Coinbase Global | -10.89% Past Week | -3.75% 1 Month\nCathie Wood-led ARK Investment Management (ARK) shed shares in chipmaker Nvidia (NVDA) -Get Report and e-commerce back-end provider Shopify (SHOP) -Get Report, shifting some of its capital into Coinbase Global (COIN) amid a dip in the crypto exchange provider’s stock price. The investment firm snapped up 27,844 shares, estimated to be worth about $6.77 million, in cryptocurrency exchange Coinbase on the dip,according to reports.\nTheStreet does not have a Quant Rating rating for Coinbase Global.\n10. Delta Airlines | -10.06% Past Week | -14.28% 1 Month\nDelta Air Lines (DAL) -Get Report rose this past week before slumping after Raymond James analyst Savanthi Sythdouble-upgraded the air carrier to strong buy from market performwith a $58 price target following an earnings call. Also, Morgan Stanley analyst Ravi Shanker, who kept an overweight rating and $73 price target, said the shares deserve to be trading \"significantly higher than current levels.\"\nTheStreet does not have a Quant Rating rating for Skillz.","news_type":1,"symbols_score_info":{"SPCE":0.9,"UBNK":0.9,"RGLD":0.9,"00467":0.9,"UBCP":0.9}},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157190771,"gmtCreate":1625570337693,"gmtModify":1631889929721,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a> today go high please..","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a> today go high please..","text":"$Canaan Inc.(CAN)$ today go high please..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/157190771","isVote":1,"tweetType":1,"viewCount":1939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156465329,"gmtCreate":1625234623361,"gmtModify":1631889929723,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156465329","repostId":"1129664890","repostType":4,"repost":{"id":"1129664890","kind":"news","pubTimestamp":1625232423,"share":"https://www.laohu8.com/m/news/1129664890?lang=zh_CN&edition=full","pubTime":"2021-07-02 21:27","market":"us","language":"en","title":"ROKU: The Next Step<blockquote>ROKU：下一步</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129664890","media":"seekingalpha","summary":"Summary\n\nROKU's stock is in the balance as it reports residual for the first time.\nThe stock price d","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>ROKU's stock is in the balance as it reports residual for the first time.</li>  <li>The stock price depends on whether it uses the capital to the value of shareholders.</li>  <li>Astronomical gains in top-line growth and cash flow are witnesses. However, high P/S and P/CF are still a concern.</li>  <li>We're risking it by going long as the early signs of acquisitions have been encouraging.</li>  <li>Tread lightly with the risks involved.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b00a4fa1d444c1076f1bb7fa30c1199\" tg-width=\"768\" tg-height=\"566\"><span>Arturo Holmes/Getty Images Entertainment</span></p><p><blockquote><ul><li>ROKU的股票处于平衡状态，因为它首次报告剩余。</li><li>股票价格取决于它是否使用资本对股东的价值。</li><li>营收增长和现金流的天文数字增长就是见证。然而，高P/S和P/CF仍然是一个问题。</li><li>由于收购的早期迹象令人鼓舞，我们冒着做多的风险。</li><li>对其中的风险要轻描淡写。</li></ul><p class=\"t-img-caption\"><span>阿图罗·霍姆斯/盖蒂图片社娱乐公司</span></p></blockquote></p><p> <b>Overview</b></p><p><blockquote><b>概述</b></blockquote></p><p> For those who aren't aware, Roku (NASDAQ:ROKU) is the leading TV streaming platform in the United States, with an active user base of over&nbsp;50 million. The company partners with TV brands which allows it to manufacture and sell its content via its platform.</p><p><blockquote>对于那些不知道的人来说，Roku（纳斯达克：Roku）是美国领先的电视流媒体平台，活跃用户群超过5000万。该公司与电视品牌合作，使其能够通过其平台制作和销售内容。</blockquote></p><p> The company operates through two segments namely platform and player.</p><p><blockquote>该公司通过两个部门运营，即平台和播放器。</blockquote></p><p> The platform segment allows users to gain access to television and movies. The player segment offers streaming players, audio products, and accessories through the ROKU name. Further to the business is significant ad revenue as most tech companies have these days.</p><p><blockquote>平台部分允许用户观看电视和电影。播放器部门通过ROKU名称提供流媒体播放器、音频产品和配件。除了这项业务之外，还有大量的广告收入，就像如今大多数科技公司一样。</blockquote></p><p> ROKU is still in its growth stage and has gained significant traction from investors&nbsp;since listing&nbsp;on the Nasdaq in 2017.</p><p><blockquote>ROKU仍处于成长期，自2017年在纳斯达克上市以来，已获得投资者的大力关注。</blockquote></p><p> <b>Financials&nbsp;</b></p><p><blockquote><b>财务</b></blockquote></p><p> <b>Top-Line</b></p><p><blockquote><b>顶线</b></blockquote></p><p> ROKU reported&nbsp;63.46%&nbsp;in year-over-year revenue growth the past year. The company has a 5-year average growth rate in revenue of&nbsp;40.9%, which ranks in the 99th sector percentile. ROKU's core business is growing well, with&nbsp;101%&nbsp;year-over-year growth in revenue due to an increase in platform usage of 4.5% in the past quarter. We think that ad revenue will add sustainability to the firm's revenue as competition rises through improved products from Apple(NASDAQ:AAPL)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)streaming services. ROKU has entered into a&nbsp;strategic alliance&nbsp;with Nielsen to access their ad content. ROKU also completed asset acquisitions in the deal by acquiring Nielsen's AVA and DAI technologies to improve content recognition and ad insertion.</p><p><blockquote>ROKU去年的收入同比增长了63.46%。该公司的收入5年平均增长率为40.9%，在行业中排名第99位。ROKU的核心业务增长良好，由于上个季度平台使用量增长了4.5%，收入同比增长了101%。我们认为，随着苹果（纳斯达克：AAPL）和谷歌（纳斯达克：GOOG）（纳斯达克：GOOGL）流媒体服务改进产品带来的竞争加剧，广告收入将增加公司收入的可持续性。ROKU已经与尼尔森建立了战略联盟，以访问他们的广告内容。ROKU还在该交易中完成了资产收购，收购了尼尔森的AVA和DAI技术，以提高内容识别和广告插入。</blockquote></p><p> We think that added efficiency and synergies will improve the sustainability of the company's earnings.</p><p><blockquote>我们认为，提高效率和协同效应将提高公司盈利的可持续性。</blockquote></p><p> <b>User Growth</b></p><p><blockquote><b>用户增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7660020b92ea61b62566e9ac2ac6cd02\" tg-width=\"640\" tg-height=\"409\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> ROKU has undoubtedly expanded rapidly during the lockdown, and this is an anomaly that can't be denied. But something worth looking at is the company's gradual increase before the pandemic. We don't think that ROKU is a one-hit-wonder by any stretch of the imagination, and user growth looks set to continue growing.</p><p><blockquote>ROKU在封锁期间无疑迅速扩张，这是一个不可否认的异常现象。但值得关注的是该公司在大流行之前的逐步增长。无论怎么想象，我们都不认为ROKU是一个昙花一现的奇迹，而且用户增长似乎将继续增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27f287b57a10fb5d043ef20b96b548a\" tg-width=\"640\" tg-height=\"305\"><span>Source: GuruFocus</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：GuruFocus</span></p></blockquote></p><p> To consolidate the argument, we've pulled up the return on invested capital chart. The ROIC is a good indicator of a company's competitive stance within an industry. The recent growth in ROIC indicates that ROKU is still expanding well in itsindustry. We think that increased third-party distributors and increased investment in the ROKU channels contributed immensely to the uptick in ROIC. Furthermore, factors such as Disney+ and NBC Universal Peacock, HBO Max, and Discovery+ have and will stimulate further user growth.</p><p><blockquote>为了巩固论点，我们调出了投资资本回报率图表。ROIC是公司在行业内竞争地位的良好指标。最近投资回报率的增长表明ROKU在其行业中仍在良好扩张。我们认为，第三方分销商的增加和对ROKU渠道投资的增加极大地促进了投资回报率的上升。此外，迪士尼+和NBC环球孔雀、HBO Max和Discovery+等因素已经并将刺激用户进一步增长。</blockquote></p><p> <b>Bottom-Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/fe252a78a1b9f030d0518689d2bfb148\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/731e79eb9769e07f6760b43a0670f444\" tg-width=\"640\" tg-height=\"129\"></p><p><blockquote></blockquote></p><p> Very important to us are net income and normalized net income. The reasons are that the company finally turned a profit in Q-1 and now has residual to work with. The factor is unusual items. ROKU's normalized net income excludes unusual earnings, the fact that they're still reporting positive normalized net income is a big plus.</p><p><blockquote>对我们来说非常重要的是净利润和正常化净利润。原因是该公司最终在第一季度扭亏为盈，现在还有剩余可供处理。因素是不寻常的项目。ROKU的正常化净利润不包括异常收益，事实上他们仍然报告正的正常化净利润是一个很大的优势。</blockquote></p><p> <b>Multiples</b></p><p><blockquote><b>倍数</b></blockquote></p><p> Seeing that ROKU is now profitable, we can apply a few multiples for analysis. To start with, we looked at the price to sales. This metric can be used at any stage of the business cycle. ROKU is in a growth phase, and we think it's not easy to interpret the other multiples without looking at this one first.(The base data can be found on&nbsp;Seeking Alpha)</p><p><blockquote>看到ROKU现在盈利了，我们可以套用几个倍数进行分析。首先，我们看了价格与销售额的关系。该指标可用于业务周期的任何阶段。ROKU正处于增长阶段，我们认为如果不先看看这个倍数，就很难解释其他倍数。（基本数据可以在Seeking Alpha上找到）</blockquote></p><p> <ul>  <li>Market Cap/Annual Sales = 10.27</li> </ul> Considering that we'd like to see a price to sales ratio of between 1 and 2, ROKU is trading at a premium. It has to be considered that sales are growing at an average rate of above 40% annually.</p><p><blockquote><ul><li>市值/年销售额=10.27</li></ul>考虑到我们希望看到市销率在1到2之间，ROKU的交易价格溢价。必须考虑到销售额正以年均40%以上的速度增长。</blockquote></p><p> Another ratio we can look at is the price to cash flow, which is a great metric to use as cash flow resembles the intrinsic value.</p><p><blockquote>我们可以考虑的另一个比率是价格与现金流，这是一个很好的指标，因为现金流类似于内在价值。</blockquote></p><p></p><p> <ul>  <li>Share price/Cash flow per share = $460/$1.72 = 267.44</li> </ul> Again, this is a high multiple, and we'd like to see a price to cash flow ratio of between 15-20. ROKU has seen an unlevered free cash flow growth worth&nbsp;181.51%&nbsp;over the last year but only has a free cash flow yield of&nbsp;0.3%.</p><p><blockquote><ul><li>股价/每股现金流=$460/$1.72=267.44</li></ul>同样，这是一个很高的倍数，我们希望看到价格与现金流的比率在15-20之间。ROKU去年的无杠杆自由现金流增长率为181.51%，但自由现金流收益率仅为0.3%。</blockquote></p><p> The cash flows are still too volatile to forecast the intrinsic value and leading P/E ratio.</p><p><blockquote>现金流仍然波动太大，无法预测内在价值和领先市盈率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/026ba34f1e658421a653fef0403c2ba5\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Analysts expect massive upside in EPS but we think that this is fantasy. The main reason is the fact that the company now holds residual. Let's explain why.</p><p><blockquote>分析师预计每股收益将大幅上涨，但我们认为这只是幻想。主要原因是公司现在持有剩余。让我们解释一下原因。</blockquote></p><p> <b>Use Of Residual</b></p><p><blockquote><b>剩余的使用</b></blockquote></p><p> Essential to any stock's valuation is the asset base. Sure ROKU will probably trade at a premium to its asset base due to intellectual property and other intangible assets. However, the fundamental asset base growth is significant, and we think that their M&amp;A strategy will ultimately determine the stock's fate.</p><p><blockquote>任何股票估值的关键是资产基础。当然，由于知识产权和其他无形资产，ROKU的交易价格可能会高于其资产基础。然而，基本资产基础增长显着，我们认为他们的并购策略将最终决定该股的命运。</blockquote></p><p> Let's look at acquisition strategies.</p><p><blockquote>让我们看看收购策略。</blockquote></p><p> To start off with, we'll discuss the importance of data and asset acquisitions for tech companies. Data and asset acquisitions allow for organic growth to be amplified due to the synergies. Purchasing the 'ready-made' innovation is much more effective than innovating from scratch yourself.</p><p><blockquote>首先，我们将讨论数据和资产收购对科技公司的重要性。由于协同效应，数据和资产收购可以放大有机增长。购买“现成的”创新比自己从头开始创新要有效得多。</blockquote></p><p> Secondly, let's discuss verticals. Vertical integration allows for acquisitions up and down the value chain. These acquisitions allow for cost-cutting through bargaining power and pricing leadership in the market. If ROKU goes this way, they'll add tremendous value to their asset base.</p><p><blockquote>其次，我们来讨论垂直领域。垂直整合允许在价值链上下游进行收购。这些收购可以通过市场上的议价能力和定价领导地位来削减成本。如果ROKU走这条路，他们将为其资产基础增加巨大的价值。</blockquote></p><p> Now for horizontals. If ROKU chooses to acquire horizontally for the purpose of gaining market share and reducing potential competitors, they'll end up paying premiums and ending up in many litigation fights. Not very good for shareholders.</p><p><blockquote>现在是水平线。如果ROKU为了获得市场份额和减少潜在竞争对手而选择横向收购，他们最终将支付溢价并陷入许多诉讼。对股东来说不是很好。</blockquote></p><p> Other uses of capital.</p><p><blockquote>资本的其他用途。</blockquote></p><p> ROKU could simply increase its headcount and continue developing internally. This is also not a very efficient way of going about adding shareholder value. It's unlikely that the company will pay dividends and engage in share buyback programs at this stage as it's still in a growth phase.</p><p><blockquote>ROKU可以简单地增加员工数量并继续内部发展。这也不是增加股东价值的非常有效的方式。该公司现阶段不太可能支付股息并参与股票回购计划，因为它仍处于增长阶段。</blockquote></p><p> The early signs are that they're completing asset purchases.</p><p><blockquote>早期迹象表明他们正在完成资产购买。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8ae004c046f2ab6dae4dc02de6b25c\" tg-width=\"640\" tg-height=\"318\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Crunchbase</span></p></blockquote></p><p> Old House Ventures&nbsp;was acquired to add to its content and bring synergies to the table. Nielsen, as discussed, brings further expansion to the platform and is another lean asset acquisition. The Giraffic deal adds to their cloud space, this is another smart acquisition. Also adding to ad revenue is the acquisition of&nbsp;dataxu, another good acquisition in our opinion. And finally,Dynastrom&nbsp;was an acquisition that adds to ROKU's engineering team.</p><p><blockquote>收购Old House Ventures是为了增加其内容并带来协同效应。如前所述，尼尔森为该平台带来了进一步的扩展，是另一项精益资产收购。Giraffic交易增加了他们的云空间，这是另一次明智的收购。收购dataxu也增加了广告收入，我们认为这是另一项不错的收购。最后，Dynastrom的收购增强了ROKU的工程团队。</blockquote></p><p> If ROKU continues acquiring in this manner, it will increase the cash value of its future growth opportunities, this is very good for shareholders.</p><p><blockquote>如果ROKU继续以这种方式收购，将增加其未来增长机会的现金价值，这对股东来说非常好。</blockquote></p><p> <b>Shareholder Value</b></p><p><blockquote><b>股东价值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf094989971e65038753abbf9d78cb33\" tg-width=\"640\" tg-height=\"308\"><span>Source: GuruFocus</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：GuruFocus</span></p></blockquote></p><p> It remains in the balance as to whether there's a real drive towards shareholder value or not. The EPS is all over the place, which is understandable as many insiders might exercise options during high stock prices. The other side of it is that net income also has been surging. It remains to be seen what the EPS will do. Investors should note that ROKU has a&nbsp;dual-class voting structure, which dilutes shareholder voting rights over insider voting rights.</p><p><blockquote>是否有真正的股东价值驱动力仍悬而未决。每股收益无处不在，这是可以理解的，因为许多内部人士可能会在股价高企期间行使期权。另一方面，净利润也在飙升。EPS会做什么还有待观察。投资者应注意，ROKU拥有双层投票结构，这会稀释股东投票权而不是内部投票权。</blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> ROKU is a big gamble at the moment. The company is generating significant topline revenue, and cash flows are growing. If the company follows a similar acquisition strategy as big tech companies, the stock will thrive. If it uses its residual to little effect, the stock might plummet, especially considering the high price to sales and price to cash flow ratios. We're taking our chances nonetheless.</p><p><blockquote>ROKU目前是一场豪赌。该公司正在产生可观的营收，现金流也在增长。如果该公司遵循与大型科技公司类似的收购策略，该股将会蓬勃发展。如果它利用其剩余部分收效甚微，该股可能会暴跌，特别是考虑到较高的市销率和市销率与现金流比率。尽管如此，我们还是在冒险。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ROKU: The Next Step<blockquote>ROKU：下一步</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\">\nROKU: The Next Step<blockquote>ROKU：下一步</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-02 21:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>ROKU's stock is in the balance as it reports residual for the first time.</li>  <li>The stock price depends on whether it uses the capital to the value of shareholders.</li>  <li>Astronomical gains in top-line growth and cash flow are witnesses. However, high P/S and P/CF are still a concern.</li>  <li>We're risking it by going long as the early signs of acquisitions have been encouraging.</li>  <li>Tread lightly with the risks involved.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b00a4fa1d444c1076f1bb7fa30c1199\" tg-width=\"768\" tg-height=\"566\"><span>Arturo Holmes/Getty Images Entertainment</span></p><p><blockquote><ul><li>ROKU的股票处于平衡状态，因为它首次报告剩余。</li><li>股票价格取决于它是否使用资本对股东的价值。</li><li>营收增长和现金流的天文数字增长就是见证。然而，高P/S和P/CF仍然是一个问题。</li><li>由于收购的早期迹象令人鼓舞，我们冒着做多的风险。</li><li>对其中的风险要轻描淡写。</li></ul><p class=\"t-img-caption\"><span>阿图罗·霍姆斯/盖蒂图片社娱乐公司</span></p></blockquote></p><p> <b>Overview</b></p><p><blockquote><b>概述</b></blockquote></p><p> For those who aren't aware, Roku (NASDAQ:ROKU) is the leading TV streaming platform in the United States, with an active user base of over&nbsp;50 million. The company partners with TV brands which allows it to manufacture and sell its content via its platform.</p><p><blockquote>对于那些不知道的人来说，Roku（纳斯达克：Roku）是美国领先的电视流媒体平台，活跃用户群超过5000万。该公司与电视品牌合作，使其能够通过其平台制作和销售内容。</blockquote></p><p> The company operates through two segments namely platform and player.</p><p><blockquote>该公司通过两个部门运营，即平台和播放器。</blockquote></p><p> The platform segment allows users to gain access to television and movies. The player segment offers streaming players, audio products, and accessories through the ROKU name. Further to the business is significant ad revenue as most tech companies have these days.</p><p><blockquote>平台部分允许用户观看电视和电影。播放器部门通过ROKU名称提供流媒体播放器、音频产品和配件。除了这项业务之外，还有大量的广告收入，就像如今大多数科技公司一样。</blockquote></p><p> ROKU is still in its growth stage and has gained significant traction from investors&nbsp;since listing&nbsp;on the Nasdaq in 2017.</p><p><blockquote>ROKU仍处于成长期，自2017年在纳斯达克上市以来，已获得投资者的大力关注。</blockquote></p><p> <b>Financials&nbsp;</b></p><p><blockquote><b>财务</b></blockquote></p><p> <b>Top-Line</b></p><p><blockquote><b>顶线</b></blockquote></p><p> ROKU reported&nbsp;63.46%&nbsp;in year-over-year revenue growth the past year. The company has a 5-year average growth rate in revenue of&nbsp;40.9%, which ranks in the 99th sector percentile. ROKU's core business is growing well, with&nbsp;101%&nbsp;year-over-year growth in revenue due to an increase in platform usage of 4.5% in the past quarter. We think that ad revenue will add sustainability to the firm's revenue as competition rises through improved products from Apple(NASDAQ:AAPL)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)streaming services. ROKU has entered into a&nbsp;strategic alliance&nbsp;with Nielsen to access their ad content. ROKU also completed asset acquisitions in the deal by acquiring Nielsen's AVA and DAI technologies to improve content recognition and ad insertion.</p><p><blockquote>ROKU去年的收入同比增长了63.46%。该公司的收入5年平均增长率为40.9%，在行业中排名第99位。ROKU的核心业务增长良好，由于上个季度平台使用量增长了4.5%，收入同比增长了101%。我们认为，随着苹果（纳斯达克：AAPL）和谷歌（纳斯达克：GOOG）（纳斯达克：GOOGL）流媒体服务改进产品带来的竞争加剧，广告收入将增加公司收入的可持续性。ROKU已经与尼尔森建立了战略联盟，以访问他们的广告内容。ROKU还在该交易中完成了资产收购，收购了尼尔森的AVA和DAI技术，以提高内容识别和广告插入。</blockquote></p><p> We think that added efficiency and synergies will improve the sustainability of the company's earnings.</p><p><blockquote>我们认为，提高效率和协同效应将提高公司盈利的可持续性。</blockquote></p><p> <b>User Growth</b></p><p><blockquote><b>用户增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7660020b92ea61b62566e9ac2ac6cd02\" tg-width=\"640\" tg-height=\"409\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> ROKU has undoubtedly expanded rapidly during the lockdown, and this is an anomaly that can't be denied. But something worth looking at is the company's gradual increase before the pandemic. We don't think that ROKU is a one-hit-wonder by any stretch of the imagination, and user growth looks set to continue growing.</p><p><blockquote>ROKU在封锁期间无疑迅速扩张，这是一个不可否认的异常现象。但值得关注的是该公司在大流行之前的逐步增长。无论怎么想象，我们都不认为ROKU是一个昙花一现的奇迹，而且用户增长似乎将继续增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27f287b57a10fb5d043ef20b96b548a\" tg-width=\"640\" tg-height=\"305\"><span>Source: GuruFocus</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：GuruFocus</span></p></blockquote></p><p> To consolidate the argument, we've pulled up the return on invested capital chart. The ROIC is a good indicator of a company's competitive stance within an industry. The recent growth in ROIC indicates that ROKU is still expanding well in itsindustry. We think that increased third-party distributors and increased investment in the ROKU channels contributed immensely to the uptick in ROIC. Furthermore, factors such as Disney+ and NBC Universal Peacock, HBO Max, and Discovery+ have and will stimulate further user growth.</p><p><blockquote>为了巩固论点，我们调出了投资资本回报率图表。ROIC是公司在行业内竞争地位的良好指标。最近投资回报率的增长表明ROKU在其行业中仍在良好扩张。我们认为，第三方分销商的增加和对ROKU渠道投资的增加极大地促进了投资回报率的上升。此外，迪士尼+和NBC环球孔雀、HBO Max和Discovery+等因素已经并将刺激用户进一步增长。</blockquote></p><p> <b>Bottom-Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/fe252a78a1b9f030d0518689d2bfb148\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/731e79eb9769e07f6760b43a0670f444\" tg-width=\"640\" tg-height=\"129\"></p><p><blockquote></blockquote></p><p> Very important to us are net income and normalized net income. The reasons are that the company finally turned a profit in Q-1 and now has residual to work with. The factor is unusual items. ROKU's normalized net income excludes unusual earnings, the fact that they're still reporting positive normalized net income is a big plus.</p><p><blockquote>对我们来说非常重要的是净利润和正常化净利润。原因是该公司最终在第一季度扭亏为盈，现在还有剩余可供处理。因素是不寻常的项目。ROKU的正常化净利润不包括异常收益，事实上他们仍然报告正的正常化净利润是一个很大的优势。</blockquote></p><p> <b>Multiples</b></p><p><blockquote><b>倍数</b></blockquote></p><p> Seeing that ROKU is now profitable, we can apply a few multiples for analysis. To start with, we looked at the price to sales. This metric can be used at any stage of the business cycle. ROKU is in a growth phase, and we think it's not easy to interpret the other multiples without looking at this one first.(The base data can be found on&nbsp;Seeking Alpha)</p><p><blockquote>看到ROKU现在盈利了，我们可以套用几个倍数进行分析。首先，我们看了价格与销售额的关系。该指标可用于业务周期的任何阶段。ROKU正处于增长阶段，我们认为如果不先看看这个倍数，就很难解释其他倍数。（基本数据可以在Seeking Alpha上找到）</blockquote></p><p> <ul>  <li>Market Cap/Annual Sales = 10.27</li> </ul> Considering that we'd like to see a price to sales ratio of between 1 and 2, ROKU is trading at a premium. It has to be considered that sales are growing at an average rate of above 40% annually.</p><p><blockquote><ul><li>市值/年销售额=10.27</li></ul>考虑到我们希望看到市销率在1到2之间，ROKU的交易价格溢价。必须考虑到销售额正以年均40%以上的速度增长。</blockquote></p><p> Another ratio we can look at is the price to cash flow, which is a great metric to use as cash flow resembles the intrinsic value.</p><p><blockquote>我们可以考虑的另一个比率是价格与现金流，这是一个很好的指标，因为现金流类似于内在价值。</blockquote></p><p></p><p> <ul>  <li>Share price/Cash flow per share = $460/$1.72 = 267.44</li> </ul> Again, this is a high multiple, and we'd like to see a price to cash flow ratio of between 15-20. ROKU has seen an unlevered free cash flow growth worth&nbsp;181.51%&nbsp;over the last year but only has a free cash flow yield of&nbsp;0.3%.</p><p><blockquote><ul><li>股价/每股现金流=$460/$1.72=267.44</li></ul>同样，这是一个很高的倍数，我们希望看到价格与现金流的比率在15-20之间。ROKU去年的无杠杆自由现金流增长率为181.51%，但自由现金流收益率仅为0.3%。</blockquote></p><p> The cash flows are still too volatile to forecast the intrinsic value and leading P/E ratio.</p><p><blockquote>现金流仍然波动太大，无法预测内在价值和领先市盈率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/026ba34f1e658421a653fef0403c2ba5\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Analysts expect massive upside in EPS but we think that this is fantasy. The main reason is the fact that the company now holds residual. Let's explain why.</p><p><blockquote>分析师预计每股收益将大幅上涨，但我们认为这只是幻想。主要原因是公司现在持有剩余。让我们解释一下原因。</blockquote></p><p> <b>Use Of Residual</b></p><p><blockquote><b>剩余的使用</b></blockquote></p><p> Essential to any stock's valuation is the asset base. Sure ROKU will probably trade at a premium to its asset base due to intellectual property and other intangible assets. However, the fundamental asset base growth is significant, and we think that their M&amp;A strategy will ultimately determine the stock's fate.</p><p><blockquote>任何股票估值的关键是资产基础。当然，由于知识产权和其他无形资产，ROKU的交易价格可能会高于其资产基础。然而，基本资产基础增长显着，我们认为他们的并购策略将最终决定该股的命运。</blockquote></p><p> Let's look at acquisition strategies.</p><p><blockquote>让我们看看收购策略。</blockquote></p><p> To start off with, we'll discuss the importance of data and asset acquisitions for tech companies. Data and asset acquisitions allow for organic growth to be amplified due to the synergies. Purchasing the 'ready-made' innovation is much more effective than innovating from scratch yourself.</p><p><blockquote>首先，我们将讨论数据和资产收购对科技公司的重要性。由于协同效应，数据和资产收购可以放大有机增长。购买“现成的”创新比自己从头开始创新要有效得多。</blockquote></p><p> Secondly, let's discuss verticals. Vertical integration allows for acquisitions up and down the value chain. These acquisitions allow for cost-cutting through bargaining power and pricing leadership in the market. If ROKU goes this way, they'll add tremendous value to their asset base.</p><p><blockquote>其次，我们来讨论垂直领域。垂直整合允许在价值链上下游进行收购。这些收购可以通过市场上的议价能力和定价领导地位来削减成本。如果ROKU走这条路，他们将为其资产基础增加巨大的价值。</blockquote></p><p> Now for horizontals. If ROKU chooses to acquire horizontally for the purpose of gaining market share and reducing potential competitors, they'll end up paying premiums and ending up in many litigation fights. Not very good for shareholders.</p><p><blockquote>现在是水平线。如果ROKU为了获得市场份额和减少潜在竞争对手而选择横向收购，他们最终将支付溢价并陷入许多诉讼。对股东来说不是很好。</blockquote></p><p> Other uses of capital.</p><p><blockquote>资本的其他用途。</blockquote></p><p> ROKU could simply increase its headcount and continue developing internally. This is also not a very efficient way of going about adding shareholder value. It's unlikely that the company will pay dividends and engage in share buyback programs at this stage as it's still in a growth phase.</p><p><blockquote>ROKU可以简单地增加员工数量并继续内部发展。这也不是增加股东价值的非常有效的方式。该公司现阶段不太可能支付股息并参与股票回购计划，因为它仍处于增长阶段。</blockquote></p><p> The early signs are that they're completing asset purchases.</p><p><blockquote>早期迹象表明他们正在完成资产购买。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8ae004c046f2ab6dae4dc02de6b25c\" tg-width=\"640\" tg-height=\"318\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Crunchbase</span></p></blockquote></p><p> Old House Ventures&nbsp;was acquired to add to its content and bring synergies to the table. Nielsen, as discussed, brings further expansion to the platform and is another lean asset acquisition. The Giraffic deal adds to their cloud space, this is another smart acquisition. Also adding to ad revenue is the acquisition of&nbsp;dataxu, another good acquisition in our opinion. And finally,Dynastrom&nbsp;was an acquisition that adds to ROKU's engineering team.</p><p><blockquote>收购Old House Ventures是为了增加其内容并带来协同效应。如前所述，尼尔森为该平台带来了进一步的扩展，是另一项精益资产收购。Giraffic交易增加了他们的云空间，这是另一次明智的收购。收购dataxu也增加了广告收入，我们认为这是另一项不错的收购。最后，Dynastrom的收购增强了ROKU的工程团队。</blockquote></p><p> If ROKU continues acquiring in this manner, it will increase the cash value of its future growth opportunities, this is very good for shareholders.</p><p><blockquote>如果ROKU继续以这种方式收购，将增加其未来增长机会的现金价值，这对股东来说非常好。</blockquote></p><p> <b>Shareholder Value</b></p><p><blockquote><b>股东价值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf094989971e65038753abbf9d78cb33\" tg-width=\"640\" tg-height=\"308\"><span>Source: GuruFocus</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：GuruFocus</span></p></blockquote></p><p> It remains in the balance as to whether there's a real drive towards shareholder value or not. The EPS is all over the place, which is understandable as many insiders might exercise options during high stock prices. The other side of it is that net income also has been surging. It remains to be seen what the EPS will do. Investors should note that ROKU has a&nbsp;dual-class voting structure, which dilutes shareholder voting rights over insider voting rights.</p><p><blockquote>是否有真正的股东价值驱动力仍悬而未决。每股收益无处不在，这是可以理解的，因为许多内部人士可能会在股价高企期间行使期权。另一方面，净利润也在飙升。EPS会做什么还有待观察。投资者应注意，ROKU拥有双层投票结构，这会稀释股东投票权而不是内部投票权。</blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> ROKU is a big gamble at the moment. The company is generating significant topline revenue, and cash flows are growing. If the company follows a similar acquisition strategy as big tech companies, the stock will thrive. If it uses its residual to little effect, the stock might plummet, especially considering the high price to sales and price to cash flow ratios. We're taking our chances nonetheless.</p><p><blockquote>ROKU目前是一场豪赌。该公司正在产生可观的营收，现金流也在增长。如果该公司遵循与大型科技公司类似的收购策略，该股将会蓬勃发展。如果它利用其剩余部分收效甚微，该股可能会暴跌，特别是考虑到较高的市销率和市销率与现金流比率。尽管如此，我们还是在冒险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437490-roku-the-next-step\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/article/4437490-roku-the-next-step","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129664890","content_text":"Summary\n\nROKU's stock is in the balance as it reports residual for the first time.\nThe stock price depends on whether it uses the capital to the value of shareholders.\nAstronomical gains in top-line growth and cash flow are witnesses. However, high P/S and P/CF are still a concern.\nWe're risking it by going long as the early signs of acquisitions have been encouraging.\nTread lightly with the risks involved.\n\nArturo Holmes/Getty Images Entertainment\nOverview\nFor those who aren't aware, Roku (NASDAQ:ROKU) is the leading TV streaming platform in the United States, with an active user base of over 50 million. The company partners with TV brands which allows it to manufacture and sell its content via its platform.\nThe company operates through two segments namely platform and player.\nThe platform segment allows users to gain access to television and movies. The player segment offers streaming players, audio products, and accessories through the ROKU name. Further to the business is significant ad revenue as most tech companies have these days.\nROKU is still in its growth stage and has gained significant traction from investors since listing on the Nasdaq in 2017.\nFinancials \nTop-Line\nROKU reported 63.46% in year-over-year revenue growth the past year. The company has a 5-year average growth rate in revenue of 40.9%, which ranks in the 99th sector percentile. ROKU's core business is growing well, with 101% year-over-year growth in revenue due to an increase in platform usage of 4.5% in the past quarter. We think that ad revenue will add sustainability to the firm's revenue as competition rises through improved products from Apple(NASDAQ:AAPL)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)streaming services. ROKU has entered into a strategic alliance with Nielsen to access their ad content. ROKU also completed asset acquisitions in the deal by acquiring Nielsen's AVA and DAI technologies to improve content recognition and ad insertion.\nWe think that added efficiency and synergies will improve the sustainability of the company's earnings.\nUser Growth\nSource: Statista\nROKU has undoubtedly expanded rapidly during the lockdown, and this is an anomaly that can't be denied. But something worth looking at is the company's gradual increase before the pandemic. We don't think that ROKU is a one-hit-wonder by any stretch of the imagination, and user growth looks set to continue growing.\nSource: GuruFocus\nTo consolidate the argument, we've pulled up the return on invested capital chart. The ROIC is a good indicator of a company's competitive stance within an industry. The recent growth in ROIC indicates that ROKU is still expanding well in itsindustry. We think that increased third-party distributors and increased investment in the ROKU channels contributed immensely to the uptick in ROIC. Furthermore, factors such as Disney+ and NBC Universal Peacock, HBO Max, and Discovery+ have and will stimulate further user growth.\nBottom-Line\n\nVery important to us are net income and normalized net income. The reasons are that the company finally turned a profit in Q-1 and now has residual to work with. The factor is unusual items. ROKU's normalized net income excludes unusual earnings, the fact that they're still reporting positive normalized net income is a big plus.\nMultiples\nSeeing that ROKU is now profitable, we can apply a few multiples for analysis. To start with, we looked at the price to sales. This metric can be used at any stage of the business cycle. ROKU is in a growth phase, and we think it's not easy to interpret the other multiples without looking at this one first.(The base data can be found on Seeking Alpha)\n\nMarket Cap/Annual Sales = 10.27\n\nConsidering that we'd like to see a price to sales ratio of between 1 and 2, ROKU is trading at a premium. It has to be considered that sales are growing at an average rate of above 40% annually.\nAnother ratio we can look at is the price to cash flow, which is a great metric to use as cash flow resembles the intrinsic value.\n\nShare price/Cash flow per share = $460/$1.72 = 267.44\n\nAgain, this is a high multiple, and we'd like to see a price to cash flow ratio of between 15-20. ROKU has seen an unlevered free cash flow growth worth 181.51% over the last year but only has a free cash flow yield of 0.3%.\nThe cash flows are still too volatile to forecast the intrinsic value and leading P/E ratio.\n\nAnalysts expect massive upside in EPS but we think that this is fantasy. The main reason is the fact that the company now holds residual. Let's explain why.\nUse Of Residual\nEssential to any stock's valuation is the asset base. Sure ROKU will probably trade at a premium to its asset base due to intellectual property and other intangible assets. However, the fundamental asset base growth is significant, and we think that their M&A strategy will ultimately determine the stock's fate.\nLet's look at acquisition strategies.\nTo start off with, we'll discuss the importance of data and asset acquisitions for tech companies. Data and asset acquisitions allow for organic growth to be amplified due to the synergies. Purchasing the 'ready-made' innovation is much more effective than innovating from scratch yourself.\nSecondly, let's discuss verticals. Vertical integration allows for acquisitions up and down the value chain. These acquisitions allow for cost-cutting through bargaining power and pricing leadership in the market. If ROKU goes this way, they'll add tremendous value to their asset base.\nNow for horizontals. If ROKU chooses to acquire horizontally for the purpose of gaining market share and reducing potential competitors, they'll end up paying premiums and ending up in many litigation fights. Not very good for shareholders.\nOther uses of capital.\nROKU could simply increase its headcount and continue developing internally. This is also not a very efficient way of going about adding shareholder value. It's unlikely that the company will pay dividends and engage in share buyback programs at this stage as it's still in a growth phase.\nThe early signs are that they're completing asset purchases.\nSource: Crunchbase\nOld House Ventures was acquired to add to its content and bring synergies to the table. Nielsen, as discussed, brings further expansion to the platform and is another lean asset acquisition. The Giraffic deal adds to their cloud space, this is another smart acquisition. Also adding to ad revenue is the acquisition of dataxu, another good acquisition in our opinion. And finally,Dynastrom was an acquisition that adds to ROKU's engineering team.\nIf ROKU continues acquiring in this manner, it will increase the cash value of its future growth opportunities, this is very good for shareholders.\nShareholder Value\nSource: GuruFocus\nIt remains in the balance as to whether there's a real drive towards shareholder value or not. The EPS is all over the place, which is understandable as many insiders might exercise options during high stock prices. The other side of it is that net income also has been surging. It remains to be seen what the EPS will do. Investors should note that ROKU has a dual-class voting structure, which dilutes shareholder voting rights over insider voting rights.\nOur Take\nROKU is a big gamble at the moment. The company is generating significant topline revenue, and cash flows are growing. If the company follows a similar acquisition strategy as big tech companies, the stock will thrive. If it uses its residual to little effect, the stock might plummet, especially considering the high price to sales and price to cash flow ratios. We're taking our chances nonetheless.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158029314,"gmtCreate":1625114761638,"gmtModify":1631889929727,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"AMD👍","listText":"AMD👍","text":"AMD👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158029314","repostId":"1105166793","repostType":4,"repost":{"id":"1105166793","kind":"news","pubTimestamp":1625111248,"share":"https://www.laohu8.com/m/news/1105166793?lang=zh_CN&edition=full","pubTime":"2021-07-01 11:47","market":"us","language":"en","title":"Chipmakers Micron, AMD Become Top WallStreetBets Interests Alongside Clover Health, SoFi<blockquote>芯片制造商美光(Micron)、AMD与Clover Health、SoFi一起成为WallStreetBets最关注的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105166793","media":"Benzinga","summary":"Chipmakers Micron Technology Inc. and Advanced Micro Devices Inc.  have joined Clover Health Investments Corp. and SoFi Technologies Inc. as the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.What Happened: Micron emerged as the most-discussed stock on the forum with 525 mentions and was followed by medical insurance technology company Clover Health with 495 mentions during the last 24 hours at press time, data from Quiver Quantitative showed.AMD took the third spot with 4","content":"<p><div> Chipmakers Micron Technology Inc.(NASDAQ:MU) and Advanced Micro Devices Inc. (NASDAQ:AMD) have joined Clover Health Investments Corp.(NASDAQ:CLOV) and SoFi Technologies Inc.(NASDAQ:SOFI) as the stocks...</p><p><blockquote><div>芯片制造商美光科技公司（纳斯达克：MU）和Advanced Micro Devices Inc.（纳斯达克：AMD）已加入Clover Health Investments Corp.（纳斯达克：CLOV）和SoFi Technologies Inc.（纳斯达克：SOFI）的行列……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chipmakers Micron, AMD Become Top WallStreetBets Interests Alongside Clover Health, SoFi<blockquote>芯片制造商美光(Micron)、AMD与Clover Health、SoFi一起成为WallStreetBets最关注的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChipmakers Micron, AMD Become Top WallStreetBets Interests Alongside Clover Health, SoFi<blockquote>芯片制造商美光(Micron)、AMD与Clover Health、SoFi一起成为WallStreetBets最关注的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-07-01 11:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Chipmakers Micron Technology Inc.(NASDAQ:MU) and Advanced Micro Devices Inc. (NASDAQ:AMD) have joined Clover Health Investments Corp.(NASDAQ:CLOV) and SoFi Technologies Inc.(NASDAQ:SOFI) as the stocks...</p><p><blockquote><div>芯片制造商美光科技公司（纳斯达克：MU）和Advanced Micro Devices Inc.（纳斯达克：AMD）已加入Clover Health Investments Corp.（纳斯达克：CLOV）和SoFi Technologies Inc.（纳斯达克：SOFI）的行列……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLNE":"Clean Energy Fuels Corp","AMD":"美国超微公司","CLOV":"Clover Health Corp","WKHS":"Workhorse Group, Inc.","SOFI":"SoFi Technologies Inc.","MU":"美光科技"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105166793","content_text":"Chipmakers Micron Technology Inc.(NASDAQ:MU) and Advanced Micro Devices Inc. (NASDAQ:AMD) have joined Clover Health Investments Corp.(NASDAQ:CLOV) and SoFi Technologies Inc.(NASDAQ:SOFI) as the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.\nWhat Happened: Micron emerged as the most-discussed stock on the forum with 525 mentions and was followed by medical insurance technology company Clover Health with 495 mentions during the last 24 hours at press time, data from Quiver Quantitative showed.\nAMD took the third spot with 414 mentions, while online personal finance companySoFi, the most-discussed stock yesterday, fell to the fourth place as it attracted only 362 mentions.\nThe other stocks that are trending on the forum include electric vehicle maker Workhorse Group Inc.(NASDAQ:WKHS), renewable natural gas company Clean Energy Fuels Corp.(NASDAQ:CLNE), e-commerce company ContextLogic Inc.(NASDAQ:WISH), videogame retailer GameStop Corp.(NYSE:GME), exchange-traded fund SPDR S&P 500 ETF Trust(NYSE:SPY) and Chinese electric vehicle makerNio Inc.(NYSE:NIO).\nWhy It Matters:Micron Technology and AMD are seeing higher interest from retail investors. Micron Technologyreportedthird-quarter earnings results that beat analysts’ estimates.\nIt wasreportedon Wednesday thatIntel Corp.(NASDAQ:INTC) has postponed producing one of its newest chips in order to improve performance. The move is seen as creating an opportunity for AMD to gain market share.\nPrice Action: Micron Technology shares closed almost 2.5% higher in Wednesday’s regular trading session at $84.98, but declined almost 2.3% in the after-hours session to $83.05.\nClover Health shares closed 0.3% lower in the regular trading session at $13.32.\nAdvanced Micro Devices shares closed 4.9% higher in the regular trading session at $93.93 and further rose almost 0.3% in the after-hours session to $94.18.","news_type":1,"symbols_score_info":{"CLNE":0.9,"WISH":0.9,"WKHS":0.9,"CLOV":0.9,"MU":0.9,"AMD":0.9,"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159658179,"gmtCreate":1624965296291,"gmtModify":1631889929731,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"Today seens to be the day","listText":"Today seens to be the day","text":"Today seens to be the day","images":[{"img":"https://static.tigerbbs.com/3dd042694369a6ac6127013819b16f8c","width":"1080","height":"1907"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159658179","isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150310569,"gmtCreate":1624887132251,"gmtModify":1631887790614,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>today gotta go boom!","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>today gotta go boom!","text":"$Bionano Genomics(BNGO)$today gotta go boom!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150310569","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150923818,"gmtCreate":1624883599634,"gmtModify":1631889929735,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"Looking Good today..😃","listText":"Looking Good today..😃","text":"Looking Good today..😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150923818","repostId":"1149431635","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129175210,"gmtCreate":1624367625830,"gmtModify":1631889929735,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"Today will go high??","listText":"Today will go high??","text":"Today will go high??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129175210","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169782608,"gmtCreate":1623851095404,"gmtModify":1631889929741,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"Today is the day it should&nbsp;go high! 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Like pls","listText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a> hope this turns out well.. Like pls","text":"$Second Sight Medical(EYES)$ hope this turns out well.. 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The Dark Knight will rise again🤞😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189110794","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565779331852161","authorId":"3565779331852161","name":"乘风破浪出发中","avatar":"https://static.tigerbbs.com/7b5f58ef6f0858bfcb701ec50cdcf38c","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3565779331852161","idStr":"3565779331852161"},"content":"第九城市再看看它，为啥不启动","text":"第九城市再看看它，为啥不启动","html":"第九城市再看看它，为啥不启动"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189197693,"gmtCreate":1623247361812,"gmtModify":1631892304131,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574388896673206","idStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>Dark knight rises again today? Hope so🤞","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>Dark knight rises again today? Hope so🤞","text":"$Canaan Inc.(CAN)$Dark knight rises again today? Hope so🤞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189197693","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":157190771,"gmtCreate":1625570337693,"gmtModify":1631889929721,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a> today go high please..","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a> today go high please..","text":"$Canaan Inc.(CAN)$ today go high please..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/157190771","isVote":1,"tweetType":1,"viewCount":1939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180923892,"gmtCreate":1623170412616,"gmtModify":1631892304167,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>all eyes on YELL..keep moving high..","listText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>all eyes on YELL..keep moving high..","text":"$Yellow Corporation(YELL)$all eyes on YELL..keep moving high..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/180923892","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158029314,"gmtCreate":1625114761638,"gmtModify":1631889929727,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"AMD👍","listText":"AMD👍","text":"AMD👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158029314","repostId":"1105166793","repostType":4,"repost":{"id":"1105166793","kind":"news","pubTimestamp":1625111248,"share":"https://www.laohu8.com/m/news/1105166793?lang=zh_CN&edition=full","pubTime":"2021-07-01 11:47","market":"us","language":"en","title":"Chipmakers Micron, AMD Become Top WallStreetBets Interests Alongside Clover Health, SoFi<blockquote>芯片制造商美光(Micron)、AMD与Clover Health、SoFi一起成为WallStreetBets最关注的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105166793","media":"Benzinga","summary":"Chipmakers Micron Technology Inc. and Advanced Micro Devices Inc.  have joined Clover Health Investments Corp. and SoFi Technologies Inc. as the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.What Happened: Micron emerged as the most-discussed stock on the forum with 525 mentions and was followed by medical insurance technology company Clover Health with 495 mentions during the last 24 hours at press time, data from Quiver Quantitative showed.AMD took the third spot with 4","content":"<p><div> Chipmakers Micron Technology Inc.(NASDAQ:MU) and Advanced Micro Devices Inc. (NASDAQ:AMD) have joined Clover Health Investments Corp.(NASDAQ:CLOV) and SoFi Technologies Inc.(NASDAQ:SOFI) as the stocks...</p><p><blockquote><div>芯片制造商美光科技公司（纳斯达克：MU）和Advanced Micro Devices Inc.（纳斯达克：AMD）已加入Clover Health Investments Corp.（纳斯达克：CLOV）和SoFi Technologies Inc.（纳斯达克：SOFI）的行列……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chipmakers Micron, AMD Become Top WallStreetBets Interests Alongside Clover Health, SoFi<blockquote>芯片制造商美光(Micron)、AMD与Clover Health、SoFi一起成为WallStreetBets最关注的公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChipmakers Micron, AMD Become Top WallStreetBets Interests Alongside Clover Health, SoFi<blockquote>芯片制造商美光(Micron)、AMD与Clover Health、SoFi一起成为WallStreetBets最关注的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-07-01 11:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Chipmakers Micron Technology Inc.(NASDAQ:MU) and Advanced Micro Devices Inc. (NASDAQ:AMD) have joined Clover Health Investments Corp.(NASDAQ:CLOV) and SoFi Technologies Inc.(NASDAQ:SOFI) as the stocks...</p><p><blockquote><div>芯片制造商美光科技公司（纳斯达克：MU）和Advanced Micro Devices Inc.（纳斯达克：AMD）已加入Clover Health Investments Corp.（纳斯达克：CLOV）和SoFi Technologies Inc.（纳斯达克：SOFI）的行列……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLNE":"Clean Energy Fuels Corp","AMD":"美国超微公司","CLOV":"Clover Health Corp","WKHS":"Workhorse Group, Inc.","SOFI":"SoFi Technologies Inc.","MU":"美光科技"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/21/06/21801496/chipmakers-micron-amd-become-top-wallstreetbets-interest-alongside-clover-health-sofi","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105166793","content_text":"Chipmakers Micron Technology Inc.(NASDAQ:MU) and Advanced Micro Devices Inc. (NASDAQ:AMD) have joined Clover Health Investments Corp.(NASDAQ:CLOV) and SoFi Technologies Inc.(NASDAQ:SOFI) as the stocks seeing the highest interest on Reddit’s r/WallStreetBets forum.\nWhat Happened: Micron emerged as the most-discussed stock on the forum with 525 mentions and was followed by medical insurance technology company Clover Health with 495 mentions during the last 24 hours at press time, data from Quiver Quantitative showed.\nAMD took the third spot with 414 mentions, while online personal finance companySoFi, the most-discussed stock yesterday, fell to the fourth place as it attracted only 362 mentions.\nThe other stocks that are trending on the forum include electric vehicle maker Workhorse Group Inc.(NASDAQ:WKHS), renewable natural gas company Clean Energy Fuels Corp.(NASDAQ:CLNE), e-commerce company ContextLogic Inc.(NASDAQ:WISH), videogame retailer GameStop Corp.(NYSE:GME), exchange-traded fund SPDR S&P 500 ETF Trust(NYSE:SPY) and Chinese electric vehicle makerNio Inc.(NYSE:NIO).\nWhy It Matters:Micron Technology and AMD are seeing higher interest from retail investors. Micron Technologyreportedthird-quarter earnings results that beat analysts’ estimates.\nIt wasreportedon Wednesday thatIntel Corp.(NASDAQ:INTC) has postponed producing one of its newest chips in order to improve performance. The move is seen as creating an opportunity for AMD to gain market share.\nPrice Action: Micron Technology shares closed almost 2.5% higher in Wednesday’s regular trading session at $84.98, but declined almost 2.3% in the after-hours session to $83.05.\nClover Health shares closed 0.3% lower in the regular trading session at $13.32.\nAdvanced Micro Devices shares closed 4.9% higher in the regular trading session at $93.93 and further rose almost 0.3% in the after-hours session to $94.18.","news_type":1,"symbols_score_info":{"CLNE":0.9,"WISH":0.9,"WKHS":0.9,"CLOV":0.9,"MU":0.9,"AMD":0.9,"SOFI":0.9}},"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184020972,"gmtCreate":1623678499996,"gmtModify":1631892304103,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>rise like&nbsp;the warrior and battle it out👍💪","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>rise like&nbsp;the warrior and battle it out👍💪","text":"$Canaan Inc.(CAN)$rise like the warrior and battle it out👍💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184020972","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189110794,"gmtCreate":1623247625318,"gmtModify":1631892304116,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a> hold on to it! The Dark Knight will rise again🤞😃","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a> hold on to it! The Dark Knight will rise again🤞😃","text":"$Canaan Inc.(CAN)$ hold on to it! The Dark Knight will rise again🤞😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189110794","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565779331852161","authorId":"3565779331852161","name":"乘风破浪出发中","avatar":"https://static.tigerbbs.com/7b5f58ef6f0858bfcb701ec50cdcf38c","crmLevel":2,"crmLevelSwitch":1,"idStr":"3565779331852161","authorIdStr":"3565779331852161"},"content":"第九城市再看看它，为啥不启动","text":"第九城市再看看它，为啥不启动","html":"第九城市再看看它，为啥不启动"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150310569,"gmtCreate":1624887132251,"gmtModify":1631887790614,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>today gotta go boom!","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>today gotta go boom!","text":"$Bionano Genomics(BNGO)$today gotta go boom!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150310569","isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":114678900,"gmtCreate":1623074130600,"gmtModify":1631887791924,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>keep it up!!!","listText":"<a href=\"https://laohu8.com/S/BNGO\">$Bionano Genomics(BNGO)$</a>keep it up!!!","text":"$Bionano Genomics(BNGO)$keep it up!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114678900","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175470454,"gmtCreate":1627047973678,"gmtModify":1631889929714,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"Go higher","listText":"Go higher","text":"Go higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175470454","repostId":"1183078855","repostType":4,"isVote":1,"tweetType":1,"viewCount":1328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178152062,"gmtCreate":1626793422656,"gmtModify":1631889929719,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178152062","repostId":"1146716847","repostType":4,"repost":{"id":"1146716847","kind":"news","pubTimestamp":1626792554,"share":"https://www.laohu8.com/m/news/1146716847?lang=zh_CN&edition=full","pubTime":"2021-07-20 22:49","market":"us","language":"en","title":"Buy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean<blockquote>逢低买入候选者：维珍银河、联合航空、皇家加勒比</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146716847","media":"The  Street","summary":"These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include","content":"<p>  These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, Coinbase Global, Delta Airlines, and more.  Shares of many airlines and cruise operators were lower this past week due to concern about the continued spread of the delta variant of COVID-19.</p><p><blockquote>这些过去一周下跌的股票可能是逢低买入的机会。近期下跌的包括挪威邮轮公司、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、Coinbase Global、达美航空等。由于担心COVID-19德尔塔变异毒株持续蔓延，许多航空公司和邮轮运营商的股价在过去一周走低。</blockquote></p><p> The virus variant has been spreading rapidly in parts of Asia, including Japan where the Olympics will begin Friday, elsewhere around the world.</p><p><blockquote>这种病毒变种已经在亚洲部分地区迅速传播，包括奥运会将于周五开幕的日本和世界其他地方。</blockquote></p><p> The Dow Jones Industrial Average on Mondayposted its worst day of 2021. Socks plummeted, finishing broadly and sharply lower as investors moved into safe-haven assets and weighed how rising COVID-19 cases might affect the economic recovery in the U.S. and globally.</p><p><blockquote>道琼斯工业平均指数周一公布了2021年最糟糕的一天。由于投资者转向避险资产并权衡不断上升的COVID-19病例可能如何影响美国和全球的经济复苏，袜子暴跌，收盘普遍大幅走低。</blockquote></p><p> The Dow finished down 725 points, or 2.09%, at 33,962, the S&amp;P 500 dropped 1.59% and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> slumped 1.06%. At their lowest levels on Monday, the Dow blue chips slumped 946 points or 2.7%, the S&amp;P 500 gave back 2.2% and the Nasdaq fell 1.7%.</p><p><blockquote>道指收跌725点，或2.09%，报33,962点；标普500跌1.59%；<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>下跌1.06%。周一，道指蓝筹股下跌946点或2.7%，标普500下跌2.2%，纳斯达克下跌1.7%。</blockquote></p><p>   <b>Over on Real Money, Jim Cramer writes that there's \"too much speculation, too little stability in the face of a COVID rebound.\" It's a revolt of the buyers, he says, mixed with a strong belief that the Delta variant will take away all the upside of the speculative economy.Want more of his real-time market analysis? Read his list of&nbsp;factors that continue to weigh on stocks, and how investors can protect their portfolios.</b>  Airlines such as <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines&nbsp;(<b>UAL</b>) -Get Report&nbsp;and <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>&nbsp;(<b>AAL</b>) -Get Report&nbsp;and cruise lines like <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings&nbsp;(<b>NCLH</b>) -Get Report&nbsp;were among the biggest losers. They tumbledon fears about the spread of the COVID-19 delta variantand worries that new lockdown restrictions will stall the economic rebound.</p><p><blockquote><b>关于真钱，吉姆·克莱默写道，“面对新冠疫情反弹，投机太多，稳定性太少。”他说，这是买家的反抗，同时也坚信德尔塔变异毒株将夺走投机性经济的所有好处。想要更多他的实时市场分析吗？阅读他列出的继续打压股票的因素，以及投资者如何保护他们的投资组合。</b>航空公司如<a href=\"https://laohu8.com/S/UBNK\">团结的</a>航空公司（<b>UAL</b>）-获取报告和<a href=\"https://laohu8.com/S/AAL\">美国航空公司</a> (<b>AAL</b>）-获取报告和邮轮公司喜欢<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮公司</a>控股（<b>NCLH</b>）-Get报告是最大的输家之一。他们担心新冠肺炎三角洲变种的传播，并担心新的封锁限制将阻碍经济反弹。</blockquote></p><p> However,&nbsp;<a href=\"https://laohu8.com/S/TST\">TheStreet</a>'s Jim Cramer said from the floor of the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange: \"You have to start buying here simply because you don't know when the bottom's going to be.\"</p><p><blockquote>然而，<a href=\"https://laohu8.com/S/TST\">街道</a>吉姆·克莱默在地板上说道<a href=\"https://laohu8.com/S/NWY\">纽约</a>证券交易所：“你必须在这里开始买入，因为你不知道什么时候会触底。”</blockquote></p><p> Here are several stocks that fell this past week and could present an opportunity to buy the dip.</p><p><blockquote>以下是过去一周下跌的几只股票，可能提供逢低买入的机会。</blockquote></p><p> <b>1. <a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a> | -20.50% Past Week | -12.09% 1 Month</b></p><p><blockquote><b>1.<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>|-20.50%过去一周|-12.09%1个月</b></blockquote></p><p> Virgin Galactic&nbsp;(<b>SPCE</b>) -Get Report&nbsp;shares continued to fall a week afterthe aerospace companyfounded by the entrepreneur Richard Branson said in a filing that it may sell up to $500 million of stock. Branson recently completed a test flight into space and Amazon's&nbsp;(<b>AMZN</b>) -Get Report&nbsp;Jeff Bezos is scheduled to take hisfirst space flighton Tuesday.</p><p><blockquote>维珍银河（<b>SPCE</b>)-Get报告企业家理查德·布兰森(Richard Branson)创立的航空航天公司在一份文件中表示可能出售高达5亿美元的股票，一周后股价继续下跌。布兰森最近完成了一次太空试飞，亚马逊的（<b>AMZN</b>）-获取报告杰夫·贝索斯计划于周二进行他的首次太空飞行。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Virgin Galactic.</p><p><blockquote>TheStreet没有维珍银河的量化评级。</blockquote></p><p> <b>2. Norwegian Cruise Lines | -19.79% Past Week | -27.79% 1 Month</b></p><p><blockquote><b>2.挪威邮轮公司|过去一周-19.79%|1个月-27.79%</b></blockquote></p><p> Norwegian Cruise Lines&nbsp;(<b>NCLH</b>) -Get Report, which filed an amicus brief in this case, is suing Florida Surgeon <a href=\"https://laohu8.com/S/BGC\">General</a> Scott Rivkees for the right to require all passengers to be vaccinated against COVID-19 once it restarts its Florida cruises on Aug. 15. Florida sued the CDC in April, claiming the agency’s restrictions on the cruise industry during the pandemic effectively blocked most cruises and harmed the state’s livelihood.</p><p><blockquote>挪威邮轮公司（<b>NCLH</b>）-Get Report在本案中提交了法庭之友简报，正在起诉佛罗里达州外科医生<a href=\"https://laohu8.com/S/BGC\">一般的</a>斯科特·里夫基斯(Scott Rivkees)争取在8月15日重启佛罗里达州邮轮后要求所有乘客接种COVID-19疫苗的权利。佛罗里达州四月份起诉疾病预防控制中心，声称该机构在大流行期间对邮轮业的限制实际上阻止了大多数邮轮，损害了该州的生计。</blockquote></p><p> TheStreet Quant Ratings rates Norwegian Cruise Lines as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将挪威邮轮公司评为卖出，评级为D。</blockquote></p><p> <b>3. AMC Entertainment | -18.69% Past Week | -41.54% 1 Month</b></p><p><blockquote><b>3.AMC院线|-18.69%过去一周|-41.54%1个月</b></blockquote></p><p> AMC Entertainment&nbsp;(<b>AMC</b>) -Get Report&nbsp;and a group of 36 other meme stocks&nbsp;have fallen as much as 4.4%, according to Bloomberg, marking a sixth straight decline, after the group's worst week since late February.&nbsp;Earlier this month, AMCscrapped plansto have shareholders approve a planned capital increase that would have diluted existing stockholders.</p><p><blockquote>AMC院线(<b>AMC</b>)-据彭博社报道，Get Report和其他36只meme股票的跌幅高达4.4%，这是该集团自2月底以来最糟糕的一周后连续第六次下跌。本月早些时候，AMC放弃了让股东批准可能稀释现有股东权益的增资计划的计划。</blockquote></p><p> TheStreet Quant Ratings rates AMC Entertainment as a Sell with a rating score of E+.</p><p><blockquote>TheStreet Quant Ratings将AMC院线评级为卖出，评级得分为E+。</blockquote></p><p> <b>4. <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp. | -17.35% Past Week | -30.02% 1 Month</b></p><p><blockquote><b>4.<a href=\"https://laohu8.com/S/CCL\">狂欢节</a>公司|-17.35%过去一周|-30.02%1个月</b></blockquote></p><p> It has not been an easy run for Carnival Cruise&nbsp;(<b>CCL</b>) -Get Report. The Miami cruise operator's shares are down about 2% on Thursday, but that’s much better than the 5.2% loss the stock was sporting at the recent low.&nbsp;Carnival fell in late June when it said it planned toraise another $500 million. It fell again when itreduced its debt a few days later.</p><p><blockquote>对于嘉年华邮轮来说，这并不容易（<b>CCL</b>)-获取报告。这家迈阿密邮轮运营商的股价周四下跌约2%，但这比该股近期低点5.2%的跌幅要好得多。嘉年华在6月底表示计划再融资5亿美元时股价下跌。几天后，当它减少债务时，它再次下跌。</blockquote></p><p> TheStreet Quant Ratings rates Carnival as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将嘉年华评级为卖出，评级为D。</blockquote></p><p> <b>5. <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean | -14.83% Past Week | -18.90% 1 Month</b></p><p><blockquote><b>5.<a href=\"https://laohu8.com/S/RGLD\">皇家的</a>加勒比|-14.83%过去一周|-18.90%1个月</b></blockquote></p><p></p><p> Royal Caribbean&nbsp;(<b>RCL</b>) -Get Report, in collaboration with the Florida Division of Emergency Management (FDEM), docked its&nbsp;<i>Explorer of the Seas</i>&nbsp;vessel at the Port of Miami to provide free housing and support for the search-and-rescue teams working at the Surfside condo collapse.</p><p><blockquote>皇家加勒比（<b>RCL</b>）-Get报告与佛罗里达州应急管理部(FDEM)合作，对接了其<i>海洋探险家</i>迈阿密港的船只为在瑟夫赛德公寓倒塌事故中工作的搜救队提供免费住房和支持。</blockquote></p><p> TheStreet Quant Ratings rates Royal Caribbean as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将皇家加勒比评级为卖出，评级为D。</blockquote></p><p> <b>6. <a href=\"https://laohu8.com/S/UBCP\">United</a> Airlines | -14.20% Past Week | +20.92% 1 Month</b></p><p><blockquote><b>6.<a href=\"https://laohu8.com/S/UBCP\">团结的</a>航空|-14.20%过去一周|+20.92%1个月</b></blockquote></p><p> United Airlines Holdings&nbsp;(<b>UAL</b>) -Get Report&nbsp;is among the air carriers and&nbsp;cruise-line operators that slumped due to concern about the continued spread of the delta variant of COVID-19.</p><p><blockquote>联合航空控股公司（<b>UAL</b>)-Get Report是由于担心COVID-19德尔塔变异毒株持续蔓延而股价下跌的航空公司和邮轮运营商之一。</blockquote></p><p> TheStreet Quant Ratings rates United Airlines as a Sell with a rating score of D+.</p><p><blockquote>TheStreet Quant Ratings将联合航空评级为卖出，评级得分为D+。</blockquote></p><p> <b>7. <a href=\"https://laohu8.com/S/BA\">Boeing</a> Co. | -13.17% Past Week | -12.82% 1 Month</b></p><p><blockquote><b>7.<a href=\"https://laohu8.com/S/BA\">波音公司</a>公司|-13.17%过去一周|-12.82%1个月</b></blockquote></p><p> Boeing Co.&nbsp;(<b>BA</b>) -Get Report&nbsp;sharesslumped lower Tuesdayafter the plane maker said it would trim production of its 787 Dreamliner following the discovery of structural flaws in the troubled twin-aisle aircraft. The company said it would deliver\"fewer than half\" of the 787s currently in inventory by the end of the year, down from its prior forecast of \"the vast majority\" as it works with the Federal Aviation Administration to fix gaps in what is known as the forward pressure bulkhead.</p><p><blockquote>波音公司（<b>巴</b>)-Get Report股价周二暴跌，此前该飞机制造商表示，在发现陷入困境的双通道飞机存在结构缺陷后，将削减787梦想飞机的产量。该公司表示，到今年年底，将交付目前库存的787飞机中的“不到一半”，低于之前预测的“绝大多数”，因为该公司正在与联邦航空管理局合作，以修复787飞机的缺口。称为前压力舱壁。</blockquote></p><p> TheStreet Quant Ratings rates Boeing as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将波音公司评级为卖出，评级得分为D。</blockquote></p><p> <b>8. <a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a> | -11.86% Past Week | -10.41% 1 Month</b></p><p><blockquote><b>8.<a href=\"https://laohu8.com/S/MGM\">米高梅国际度假村</a>|-11.86%过去一周|-10.41%1个月</b></blockquote></p><p> MGM Resorts International&nbsp;(<b>MGM</b>) -Get Report&nbsp;agreed tobuy Infinity World Development's 50% interestin CityCenter Holdings for $2.125 billion. The agreement will make MGM Resorts the 100% owner of CityCenter on the Las Vegas Strip, a complex made up of Aria Resort &amp; Casino and Vdara Hotel and Spa.</p><p><blockquote>美高梅国际酒店集团(<b>米高梅</b>)-Get Report同意以21.25亿美元收购Infinity World Development在CityCenter Holdings 50%的权益。该协议将使米高梅度假村成为拉斯维加斯大道CityCenter的100%所有者，该综合体由Aria Resort&amp;Casino和Vdara Hotel and Spa组成。</blockquote></p><p> TheStreet Quant Ratings rates MGM Resorts as a Sell with a rating score of C-.</p><p><blockquote>TheStreet Quant Ratings将米高梅度假村评为卖出，评级为C-。</blockquote></p><p> <b>9. Coinbase Global | -10.89% Past Week | -3.75% 1 Month</b></p><p><blockquote><b>9.Coinbase Global|-10.89%过去一周|-3.75%1个月</b></blockquote></p><p> Cathie Wood-led ARK Investment Management&nbsp;(<b>ARK</b>)&nbsp;shed shares in chipmaker Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;and e-commerce back-end provider <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>&nbsp;(<b>SHOP</b>) -Get Report, shifting some of its capital into Coinbase Global&nbsp;(<b>COIN</b>)&nbsp;amid a dip in the crypto exchange provider’s stock price.&nbsp;The investment firm snapped up 27,844 shares, estimated to be worth about $6.77 million, in cryptocurrency exchange Coinbase on the dip,according to reports.</p><p><blockquote>凯西·伍德领导的方舟投资管理公司（<b>方舟</b>)减持芯片制造商英伟达(<b>NVDA</b>)-获取报告和电子商务后端提供商<a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (<b>商店</b>）-获取报告，将其部分资本转移到Coinbase Global（<b>硬币</b>）在加密货币交易所提供商股价下跌的情况下。据报道，该投资公司在下跌时抢购了加密货币交易所Coinbase的27,844股股票，估计价值约677万美元。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Coinbase Global.</p><p><blockquote>TheStreet没有Coinbase Global的量化评级。</blockquote></p><p> <b>10. Delta Airlines | -10.06% Past Week | -14.28% 1 Month</b></p><p><blockquote><b>10.达美航空|过去一周-10.06%|1个月-14.28%</b></blockquote></p><p> <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>&nbsp;(<b>DAL</b>) -Get Report&nbsp;rose this past week before slumping after <a href=\"https://laohu8.com/S/RJF\">Raymond James</a> analyst Savanthi Sythdouble-upgraded the air carrier to strong buy from market performwith a $58 price target following an&nbsp;earnings call.&nbsp;Also, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analyst Ravi Shanker, who kept an overweight rating and $73 price target, said the shares deserve to be trading \"significantly higher than current levels.\"</p><p><blockquote><a href=\"https://laohu8.com/S/DAL\">达美航空</a> (<b>达尔</b>)-Get报告上周上涨，随后暴跌<a href=\"https://laohu8.com/S/RJF\">雷蒙德·詹姆斯</a>在盈利看涨期权后，分析师Savanthi Syth将该航空公司的评级从市场表现上调至强力买入，目标价为58美元。此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Ravi Shanker维持跑赢大盘评级和73美元的目标价，他表示该股的交易价格应该“明显高于当前水平”。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Skillz.</p><p><blockquote>TheStreet没有Skillz的量化评级。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean<blockquote>逢低买入候选者：维珍银河、联合航空、皇家加勒比</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy-the-Dip Candidates: Virgin Galactic, United Airlines, Royal Caribbean<blockquote>逢低买入候选者：维珍银河、联合航空、皇家加勒比</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The  Street</strong><span class=\"h-time small\">2021-07-20 22:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, Coinbase Global, Delta Airlines, and more.  Shares of many airlines and cruise operators were lower this past week due to concern about the continued spread of the delta variant of COVID-19.</p><p><blockquote>这些过去一周下跌的股票可能是逢低买入的机会。近期下跌的包括挪威邮轮公司、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、Coinbase Global、达美航空等。由于担心COVID-19德尔塔变异毒株持续蔓延，许多航空公司和邮轮运营商的股价在过去一周走低。</blockquote></p><p> The virus variant has been spreading rapidly in parts of Asia, including Japan where the Olympics will begin Friday, elsewhere around the world.</p><p><blockquote>这种病毒变种已经在亚洲部分地区迅速传播，包括奥运会将于周五开幕的日本和世界其他地方。</blockquote></p><p> The Dow Jones Industrial Average on Mondayposted its worst day of 2021. Socks plummeted, finishing broadly and sharply lower as investors moved into safe-haven assets and weighed how rising COVID-19 cases might affect the economic recovery in the U.S. and globally.</p><p><blockquote>道琼斯工业平均指数周一公布了2021年最糟糕的一天。由于投资者转向避险资产并权衡不断上升的COVID-19病例可能如何影响美国和全球的经济复苏，袜子暴跌，收盘普遍大幅走低。</blockquote></p><p> The Dow finished down 725 points, or 2.09%, at 33,962, the S&amp;P 500 dropped 1.59% and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> slumped 1.06%. At their lowest levels on Monday, the Dow blue chips slumped 946 points or 2.7%, the S&amp;P 500 gave back 2.2% and the Nasdaq fell 1.7%.</p><p><blockquote>道指收跌725点，或2.09%，报33,962点；标普500跌1.59%；<a href=\"https://laohu8.com/S/NDAQ\">纳斯达克</a>下跌1.06%。周一，道指蓝筹股下跌946点或2.7%，标普500下跌2.2%，纳斯达克下跌1.7%。</blockquote></p><p>   <b>Over on Real Money, Jim Cramer writes that there's \"too much speculation, too little stability in the face of a COVID rebound.\" It's a revolt of the buyers, he says, mixed with a strong belief that the Delta variant will take away all the upside of the speculative economy.Want more of his real-time market analysis? Read his list of&nbsp;factors that continue to weigh on stocks, and how investors can protect their portfolios.</b>  Airlines such as <a href=\"https://laohu8.com/S/UBNK\">United</a> Airlines&nbsp;(<b>UAL</b>) -Get Report&nbsp;and <a href=\"https://laohu8.com/S/AAL\">American Airlines</a>&nbsp;(<b>AAL</b>) -Get Report&nbsp;and cruise lines like <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> Holdings&nbsp;(<b>NCLH</b>) -Get Report&nbsp;were among the biggest losers. They tumbledon fears about the spread of the COVID-19 delta variantand worries that new lockdown restrictions will stall the economic rebound.</p><p><blockquote><b>关于真钱，吉姆·克莱默写道，“面对新冠疫情反弹，投机太多，稳定性太少。”他说，这是买家的反抗，同时也坚信德尔塔变异毒株将夺走投机性经济的所有好处。想要更多他的实时市场分析吗？阅读他列出的继续打压股票的因素，以及投资者如何保护他们的投资组合。</b>航空公司如<a href=\"https://laohu8.com/S/UBNK\">团结的</a>航空公司（<b>UAL</b>）-获取报告和<a href=\"https://laohu8.com/S/AAL\">美国航空公司</a> (<b>AAL</b>）-获取报告和邮轮公司喜欢<a href=\"https://laohu8.com/S/NCLH\">挪威邮轮公司</a>控股（<b>NCLH</b>）-Get报告是最大的输家之一。他们担心新冠肺炎三角洲变种的传播，并担心新的封锁限制将阻碍经济反弹。</blockquote></p><p> However,&nbsp;<a href=\"https://laohu8.com/S/TST\">TheStreet</a>'s Jim Cramer said from the floor of the <a href=\"https://laohu8.com/S/NWY\">New York</a> Stock Exchange: \"You have to start buying here simply because you don't know when the bottom's going to be.\"</p><p><blockquote>然而，<a href=\"https://laohu8.com/S/TST\">街道</a>吉姆·克莱默在地板上说道<a href=\"https://laohu8.com/S/NWY\">纽约</a>证券交易所：“你必须在这里开始买入，因为你不知道什么时候会触底。”</blockquote></p><p> Here are several stocks that fell this past week and could present an opportunity to buy the dip.</p><p><blockquote>以下是过去一周下跌的几只股票，可能提供逢低买入的机会。</blockquote></p><p> <b>1. <a href=\"https://laohu8.com/S/SPCE\">Virgin Galactic</a> | -20.50% Past Week | -12.09% 1 Month</b></p><p><blockquote><b>1.<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>|-20.50%过去一周|-12.09%1个月</b></blockquote></p><p> Virgin Galactic&nbsp;(<b>SPCE</b>) -Get Report&nbsp;shares continued to fall a week afterthe aerospace companyfounded by the entrepreneur Richard Branson said in a filing that it may sell up to $500 million of stock. Branson recently completed a test flight into space and Amazon's&nbsp;(<b>AMZN</b>) -Get Report&nbsp;Jeff Bezos is scheduled to take hisfirst space flighton Tuesday.</p><p><blockquote>维珍银河（<b>SPCE</b>)-Get报告企业家理查德·布兰森(Richard Branson)创立的航空航天公司在一份文件中表示可能出售高达5亿美元的股票，一周后股价继续下跌。布兰森最近完成了一次太空试飞，亚马逊的（<b>AMZN</b>）-获取报告杰夫·贝索斯计划于周二进行他的首次太空飞行。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Virgin Galactic.</p><p><blockquote>TheStreet没有维珍银河的量化评级。</blockquote></p><p> <b>2. Norwegian Cruise Lines | -19.79% Past Week | -27.79% 1 Month</b></p><p><blockquote><b>2.挪威邮轮公司|过去一周-19.79%|1个月-27.79%</b></blockquote></p><p> Norwegian Cruise Lines&nbsp;(<b>NCLH</b>) -Get Report, which filed an amicus brief in this case, is suing Florida Surgeon <a href=\"https://laohu8.com/S/BGC\">General</a> Scott Rivkees for the right to require all passengers to be vaccinated against COVID-19 once it restarts its Florida cruises on Aug. 15. Florida sued the CDC in April, claiming the agency’s restrictions on the cruise industry during the pandemic effectively blocked most cruises and harmed the state’s livelihood.</p><p><blockquote>挪威邮轮公司（<b>NCLH</b>）-Get Report在本案中提交了法庭之友简报，正在起诉佛罗里达州外科医生<a href=\"https://laohu8.com/S/BGC\">一般的</a>斯科特·里夫基斯(Scott Rivkees)争取在8月15日重启佛罗里达州邮轮后要求所有乘客接种COVID-19疫苗的权利。佛罗里达州四月份起诉疾病预防控制中心，声称该机构在大流行期间对邮轮业的限制实际上阻止了大多数邮轮，损害了该州的生计。</blockquote></p><p> TheStreet Quant Ratings rates Norwegian Cruise Lines as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将挪威邮轮公司评为卖出，评级为D。</blockquote></p><p> <b>3. AMC Entertainment | -18.69% Past Week | -41.54% 1 Month</b></p><p><blockquote><b>3.AMC院线|-18.69%过去一周|-41.54%1个月</b></blockquote></p><p> AMC Entertainment&nbsp;(<b>AMC</b>) -Get Report&nbsp;and a group of 36 other meme stocks&nbsp;have fallen as much as 4.4%, according to Bloomberg, marking a sixth straight decline, after the group's worst week since late February.&nbsp;Earlier this month, AMCscrapped plansto have shareholders approve a planned capital increase that would have diluted existing stockholders.</p><p><blockquote>AMC院线(<b>AMC</b>)-据彭博社报道，Get Report和其他36只meme股票的跌幅高达4.4%，这是该集团自2月底以来最糟糕的一周后连续第六次下跌。本月早些时候，AMC放弃了让股东批准可能稀释现有股东权益的增资计划的计划。</blockquote></p><p> TheStreet Quant Ratings rates AMC Entertainment as a Sell with a rating score of E+.</p><p><blockquote>TheStreet Quant Ratings将AMC院线评级为卖出，评级得分为E+。</blockquote></p><p> <b>4. <a href=\"https://laohu8.com/S/CCL\">Carnival</a> Corp. | -17.35% Past Week | -30.02% 1 Month</b></p><p><blockquote><b>4.<a href=\"https://laohu8.com/S/CCL\">狂欢节</a>公司|-17.35%过去一周|-30.02%1个月</b></blockquote></p><p> It has not been an easy run for Carnival Cruise&nbsp;(<b>CCL</b>) -Get Report. The Miami cruise operator's shares are down about 2% on Thursday, but that’s much better than the 5.2% loss the stock was sporting at the recent low.&nbsp;Carnival fell in late June when it said it planned toraise another $500 million. It fell again when itreduced its debt a few days later.</p><p><blockquote>对于嘉年华邮轮来说，这并不容易（<b>CCL</b>)-获取报告。这家迈阿密邮轮运营商的股价周四下跌约2%，但这比该股近期低点5.2%的跌幅要好得多。嘉年华在6月底表示计划再融资5亿美元时股价下跌。几天后，当它减少债务时，它再次下跌。</blockquote></p><p> TheStreet Quant Ratings rates Carnival as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将嘉年华评级为卖出，评级为D。</blockquote></p><p> <b>5. <a href=\"https://laohu8.com/S/RGLD\">Royal</a> Caribbean | -14.83% Past Week | -18.90% 1 Month</b></p><p><blockquote><b>5.<a href=\"https://laohu8.com/S/RGLD\">皇家的</a>加勒比|-14.83%过去一周|-18.90%1个月</b></blockquote></p><p></p><p> Royal Caribbean&nbsp;(<b>RCL</b>) -Get Report, in collaboration with the Florida Division of Emergency Management (FDEM), docked its&nbsp;<i>Explorer of the Seas</i>&nbsp;vessel at the Port of Miami to provide free housing and support for the search-and-rescue teams working at the Surfside condo collapse.</p><p><blockquote>皇家加勒比（<b>RCL</b>）-Get报告与佛罗里达州应急管理部(FDEM)合作，对接了其<i>海洋探险家</i>迈阿密港的船只为在瑟夫赛德公寓倒塌事故中工作的搜救队提供免费住房和支持。</blockquote></p><p> TheStreet Quant Ratings rates Royal Caribbean as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将皇家加勒比评级为卖出，评级为D。</blockquote></p><p> <b>6. <a href=\"https://laohu8.com/S/UBCP\">United</a> Airlines | -14.20% Past Week | +20.92% 1 Month</b></p><p><blockquote><b>6.<a href=\"https://laohu8.com/S/UBCP\">团结的</a>航空|-14.20%过去一周|+20.92%1个月</b></blockquote></p><p> United Airlines Holdings&nbsp;(<b>UAL</b>) -Get Report&nbsp;is among the air carriers and&nbsp;cruise-line operators that slumped due to concern about the continued spread of the delta variant of COVID-19.</p><p><blockquote>联合航空控股公司（<b>UAL</b>)-Get Report是由于担心COVID-19德尔塔变异毒株持续蔓延而股价下跌的航空公司和邮轮运营商之一。</blockquote></p><p> TheStreet Quant Ratings rates United Airlines as a Sell with a rating score of D+.</p><p><blockquote>TheStreet Quant Ratings将联合航空评级为卖出，评级得分为D+。</blockquote></p><p> <b>7. <a href=\"https://laohu8.com/S/BA\">Boeing</a> Co. | -13.17% Past Week | -12.82% 1 Month</b></p><p><blockquote><b>7.<a href=\"https://laohu8.com/S/BA\">波音公司</a>公司|-13.17%过去一周|-12.82%1个月</b></blockquote></p><p> Boeing Co.&nbsp;(<b>BA</b>) -Get Report&nbsp;sharesslumped lower Tuesdayafter the plane maker said it would trim production of its 787 Dreamliner following the discovery of structural flaws in the troubled twin-aisle aircraft. The company said it would deliver\"fewer than half\" of the 787s currently in inventory by the end of the year, down from its prior forecast of \"the vast majority\" as it works with the Federal Aviation Administration to fix gaps in what is known as the forward pressure bulkhead.</p><p><blockquote>波音公司（<b>巴</b>)-Get Report股价周二暴跌，此前该飞机制造商表示，在发现陷入困境的双通道飞机存在结构缺陷后，将削减787梦想飞机的产量。该公司表示，到今年年底，将交付目前库存的787飞机中的“不到一半”，低于之前预测的“绝大多数”，因为该公司正在与联邦航空管理局合作，以修复787飞机的缺口。称为前压力舱壁。</blockquote></p><p> TheStreet Quant Ratings rates Boeing as a Sell with a rating score of D.</p><p><blockquote>TheStreet Quant Ratings将波音公司评级为卖出，评级得分为D。</blockquote></p><p> <b>8. <a href=\"https://laohu8.com/S/MGM\">MGM Resorts International</a> | -11.86% Past Week | -10.41% 1 Month</b></p><p><blockquote><b>8.<a href=\"https://laohu8.com/S/MGM\">米高梅国际度假村</a>|-11.86%过去一周|-10.41%1个月</b></blockquote></p><p> MGM Resorts International&nbsp;(<b>MGM</b>) -Get Report&nbsp;agreed tobuy Infinity World Development's 50% interestin CityCenter Holdings for $2.125 billion. The agreement will make MGM Resorts the 100% owner of CityCenter on the Las Vegas Strip, a complex made up of Aria Resort &amp; Casino and Vdara Hotel and Spa.</p><p><blockquote>美高梅国际酒店集团(<b>米高梅</b>)-Get Report同意以21.25亿美元收购Infinity World Development在CityCenter Holdings 50%的权益。该协议将使米高梅度假村成为拉斯维加斯大道CityCenter的100%所有者，该综合体由Aria Resort&amp;Casino和Vdara Hotel and Spa组成。</blockquote></p><p> TheStreet Quant Ratings rates MGM Resorts as a Sell with a rating score of C-.</p><p><blockquote>TheStreet Quant Ratings将米高梅度假村评为卖出，评级为C-。</blockquote></p><p> <b>9. Coinbase Global | -10.89% Past Week | -3.75% 1 Month</b></p><p><blockquote><b>9.Coinbase Global|-10.89%过去一周|-3.75%1个月</b></blockquote></p><p> Cathie Wood-led ARK Investment Management&nbsp;(<b>ARK</b>)&nbsp;shed shares in chipmaker Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;and e-commerce back-end provider <a href=\"https://laohu8.com/S/SHOP\">Shopify</a>&nbsp;(<b>SHOP</b>) -Get Report, shifting some of its capital into Coinbase Global&nbsp;(<b>COIN</b>)&nbsp;amid a dip in the crypto exchange provider’s stock price.&nbsp;The investment firm snapped up 27,844 shares, estimated to be worth about $6.77 million, in cryptocurrency exchange Coinbase on the dip,according to reports.</p><p><blockquote>凯西·伍德领导的方舟投资管理公司（<b>方舟</b>)减持芯片制造商英伟达(<b>NVDA</b>)-获取报告和电子商务后端提供商<a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (<b>商店</b>）-获取报告，将其部分资本转移到Coinbase Global（<b>硬币</b>）在加密货币交易所提供商股价下跌的情况下。据报道，该投资公司在下跌时抢购了加密货币交易所Coinbase的27,844股股票，估计价值约677万美元。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Coinbase Global.</p><p><blockquote>TheStreet没有Coinbase Global的量化评级。</blockquote></p><p> <b>10. Delta Airlines | -10.06% Past Week | -14.28% 1 Month</b></p><p><blockquote><b>10.达美航空|过去一周-10.06%|1个月-14.28%</b></blockquote></p><p> <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a>&nbsp;(<b>DAL</b>) -Get Report&nbsp;rose this past week before slumping after <a href=\"https://laohu8.com/S/RJF\">Raymond James</a> analyst Savanthi Sythdouble-upgraded the air carrier to strong buy from market performwith a $58 price target following an&nbsp;earnings call.&nbsp;Also, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> analyst Ravi Shanker, who kept an overweight rating and $73 price target, said the shares deserve to be trading \"significantly higher than current levels.\"</p><p><blockquote><a href=\"https://laohu8.com/S/DAL\">达美航空</a> (<b>达尔</b>)-Get报告上周上涨，随后暴跌<a href=\"https://laohu8.com/S/RJF\">雷蒙德·詹姆斯</a>在盈利看涨期权后，分析师Savanthi Syth将该航空公司的评级从市场表现上调至强力买入，目标价为58美元。此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Ravi Shanker维持跑赢大盘评级和73美元的目标价，他表示该股的交易价格应该“明显高于当前水平”。</blockquote></p><p> TheStreet does not have a Quant Rating rating for Skillz.</p><p><blockquote>TheStreet没有Skillz的量化评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/buy-the-dip-candidates-virgin-galactic-united-airlines-royal-caribbean\">The  Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCE":"维珍银河","RGLD":"皇家黄金","00467":"联合能源集团","UBCP":"联合合众银行"},"source_url":"https://www.thestreet.com/investing/buy-the-dip-candidates-virgin-galactic-united-airlines-royal-caribbean","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146716847","content_text":"These stocks that fell in the past week could be buy-the-dip opportunities. Recent decliners include Norwegian Cruise Lines, AMC Entertainment, Coinbase Global, Delta Airlines, and more.\n\nShares of many airlines and cruise operators were lower this past week due to concern about the continued spread of the delta variant of COVID-19.\nThe virus variant has been spreading rapidly in parts of Asia, including Japan where the Olympics will begin Friday, elsewhere around the world.\nThe Dow Jones Industrial Average on Mondayposted its worst day of 2021. Socks plummeted, finishing broadly and sharply lower as investors moved into safe-haven assets and weighed how rising COVID-19 cases might affect the economic recovery in the U.S. and globally.\nThe Dow finished down 725 points, or 2.09%, at 33,962, the S&P 500 dropped 1.59% and the Nasdaq slumped 1.06%. At their lowest levels on Monday, the Dow blue chips slumped 946 points or 2.7%, the S&P 500 gave back 2.2% and the Nasdaq fell 1.7%.\n\nOver on Real Money, Jim Cramer writes that there's \"too much speculation, too little stability in the face of a COVID rebound.\" It's a revolt of the buyers, he says, mixed with a strong belief that the Delta variant will take away all the upside of the speculative economy.Want more of his real-time market analysis? Read his list of factors that continue to weigh on stocks, and how investors can protect their portfolios.\n\nAirlines such as United Airlines (UAL) -Get Report and American Airlines (AAL) -Get Report and cruise lines like Norwegian Cruise Line Holdings (NCLH) -Get Report were among the biggest losers. They tumbledon fears about the spread of the COVID-19 delta variantand worries that new lockdown restrictions will stall the economic rebound.\nHowever, TheStreet's Jim Cramer said from the floor of the New York Stock Exchange: \"You have to start buying here simply because you don't know when the bottom's going to be.\"\nHere are several stocks that fell this past week and could present an opportunity to buy the dip.\n1. Virgin Galactic | -20.50% Past Week | -12.09% 1 Month\nVirgin Galactic (SPCE) -Get Report shares continued to fall a week afterthe aerospace companyfounded by the entrepreneur Richard Branson said in a filing that it may sell up to $500 million of stock. Branson recently completed a test flight into space and Amazon's (AMZN) -Get Report Jeff Bezos is scheduled to take hisfirst space flighton Tuesday.\nTheStreet does not have a Quant Rating rating for Virgin Galactic.\n2. Norwegian Cruise Lines | -19.79% Past Week | -27.79% 1 Month\nNorwegian Cruise Lines (NCLH) -Get Report, which filed an amicus brief in this case, is suing Florida Surgeon General Scott Rivkees for the right to require all passengers to be vaccinated against COVID-19 once it restarts its Florida cruises on Aug. 15. Florida sued the CDC in April, claiming the agency’s restrictions on the cruise industry during the pandemic effectively blocked most cruises and harmed the state’s livelihood.\nTheStreet Quant Ratings rates Norwegian Cruise Lines as a Sell with a rating score of D.\n3. AMC Entertainment | -18.69% Past Week | -41.54% 1 Month\nAMC Entertainment (AMC) -Get Report and a group of 36 other meme stocks have fallen as much as 4.4%, according to Bloomberg, marking a sixth straight decline, after the group's worst week since late February. Earlier this month, AMCscrapped plansto have shareholders approve a planned capital increase that would have diluted existing stockholders.\nTheStreet Quant Ratings rates AMC Entertainment as a Sell with a rating score of E+.\n4. Carnival Corp. | -17.35% Past Week | -30.02% 1 Month\nIt has not been an easy run for Carnival Cruise (CCL) -Get Report. The Miami cruise operator's shares are down about 2% on Thursday, but that’s much better than the 5.2% loss the stock was sporting at the recent low. Carnival fell in late June when it said it planned toraise another $500 million. It fell again when itreduced its debt a few days later.\nTheStreet Quant Ratings rates Carnival as a Sell with a rating score of D.\n5. Royal Caribbean | -14.83% Past Week | -18.90% 1 Month\nRoyal Caribbean (RCL) -Get Report, in collaboration with the Florida Division of Emergency Management (FDEM), docked its Explorer of the Seas vessel at the Port of Miami to provide free housing and support for the search-and-rescue teams working at the Surfside condo collapse.\nTheStreet Quant Ratings rates Royal Caribbean as a Sell with a rating score of D.\n6. United Airlines | -14.20% Past Week | +20.92% 1 Month\nUnited Airlines Holdings (UAL) -Get Report is among the air carriers and cruise-line operators that slumped due to concern about the continued spread of the delta variant of COVID-19.\nTheStreet Quant Ratings rates United Airlines as a Sell with a rating score of D+.\n7. Boeing Co. | -13.17% Past Week | -12.82% 1 Month\nBoeing Co. (BA) -Get Report sharesslumped lower Tuesdayafter the plane maker said it would trim production of its 787 Dreamliner following the discovery of structural flaws in the troubled twin-aisle aircraft. The company said it would deliver\"fewer than half\" of the 787s currently in inventory by the end of the year, down from its prior forecast of \"the vast majority\" as it works with the Federal Aviation Administration to fix gaps in what is known as the forward pressure bulkhead.\nTheStreet Quant Ratings rates Boeing as a Sell with a rating score of D.\n8. MGM Resorts International | -11.86% Past Week | -10.41% 1 Month\nMGM Resorts International (MGM) -Get Report agreed tobuy Infinity World Development's 50% interestin CityCenter Holdings for $2.125 billion. The agreement will make MGM Resorts the 100% owner of CityCenter on the Las Vegas Strip, a complex made up of Aria Resort & Casino and Vdara Hotel and Spa.\nTheStreet Quant Ratings rates MGM Resorts as a Sell with a rating score of C-.\n9. Coinbase Global | -10.89% Past Week | -3.75% 1 Month\nCathie Wood-led ARK Investment Management (ARK) shed shares in chipmaker Nvidia (NVDA) -Get Report and e-commerce back-end provider Shopify (SHOP) -Get Report, shifting some of its capital into Coinbase Global (COIN) amid a dip in the crypto exchange provider’s stock price. The investment firm snapped up 27,844 shares, estimated to be worth about $6.77 million, in cryptocurrency exchange Coinbase on the dip,according to reports.\nTheStreet does not have a Quant Rating rating for Coinbase Global.\n10. Delta Airlines | -10.06% Past Week | -14.28% 1 Month\nDelta Air Lines (DAL) -Get Report rose this past week before slumping after Raymond James analyst Savanthi Sythdouble-upgraded the air carrier to strong buy from market performwith a $58 price target following an earnings call. Also, Morgan Stanley analyst Ravi Shanker, who kept an overweight rating and $73 price target, said the shares deserve to be trading \"significantly higher than current levels.\"\nTheStreet does not have a Quant Rating rating for Skillz.","news_type":1,"symbols_score_info":{"SPCE":0.9,"UBNK":0.9,"RGLD":0.9,"00467":0.9,"UBCP":0.9}},"isVote":1,"tweetType":1,"viewCount":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150923818,"gmtCreate":1624883599634,"gmtModify":1631889929735,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"Looking Good today..😃","listText":"Looking Good today..😃","text":"Looking Good today..😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150923818","repostId":"1149431635","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":846061648,"gmtCreate":1636035599134,"gmtModify":1636035599313,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>fly me to the moon😀👍","listText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>fly me to the moon😀👍","text":"$Yellow Corporation(YELL)$fly me to the moon😀👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846061648","isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898437790,"gmtCreate":1628516832610,"gmtModify":1631885713787,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a> today it goes to the next level","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a> today it goes to the next level","text":"$Canaan Inc.(CAN)$ today it goes to the next level","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898437790","isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156465329,"gmtCreate":1625234623361,"gmtModify":1631889929723,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156465329","repostId":"1129664890","repostType":4,"repost":{"id":"1129664890","kind":"news","pubTimestamp":1625232423,"share":"https://www.laohu8.com/m/news/1129664890?lang=zh_CN&edition=full","pubTime":"2021-07-02 21:27","market":"us","language":"en","title":"ROKU: The Next Step<blockquote>ROKU：下一步</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129664890","media":"seekingalpha","summary":"Summary\n\nROKU's stock is in the balance as it reports residual for the first time.\nThe stock price d","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>ROKU's stock is in the balance as it reports residual for the first time.</li>  <li>The stock price depends on whether it uses the capital to the value of shareholders.</li>  <li>Astronomical gains in top-line growth and cash flow are witnesses. However, high P/S and P/CF are still a concern.</li>  <li>We're risking it by going long as the early signs of acquisitions have been encouraging.</li>  <li>Tread lightly with the risks involved.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b00a4fa1d444c1076f1bb7fa30c1199\" tg-width=\"768\" tg-height=\"566\"><span>Arturo Holmes/Getty Images Entertainment</span></p><p><blockquote><ul><li>ROKU的股票处于平衡状态，因为它首次报告剩余。</li><li>股票价格取决于它是否使用资本对股东的价值。</li><li>营收增长和现金流的天文数字增长就是见证。然而，高P/S和P/CF仍然是一个问题。</li><li>由于收购的早期迹象令人鼓舞，我们冒着做多的风险。</li><li>对其中的风险要轻描淡写。</li></ul><p class=\"t-img-caption\"><span>阿图罗·霍姆斯/盖蒂图片社娱乐公司</span></p></blockquote></p><p> <b>Overview</b></p><p><blockquote><b>概述</b></blockquote></p><p> For those who aren't aware, Roku (NASDAQ:ROKU) is the leading TV streaming platform in the United States, with an active user base of over&nbsp;50 million. The company partners with TV brands which allows it to manufacture and sell its content via its platform.</p><p><blockquote>对于那些不知道的人来说，Roku（纳斯达克：Roku）是美国领先的电视流媒体平台，活跃用户群超过5000万。该公司与电视品牌合作，使其能够通过其平台制作和销售内容。</blockquote></p><p> The company operates through two segments namely platform and player.</p><p><blockquote>该公司通过两个部门运营，即平台和播放器。</blockquote></p><p> The platform segment allows users to gain access to television and movies. The player segment offers streaming players, audio products, and accessories through the ROKU name. Further to the business is significant ad revenue as most tech companies have these days.</p><p><blockquote>平台部分允许用户观看电视和电影。播放器部门通过ROKU名称提供流媒体播放器、音频产品和配件。除了这项业务之外，还有大量的广告收入，就像如今大多数科技公司一样。</blockquote></p><p> ROKU is still in its growth stage and has gained significant traction from investors&nbsp;since listing&nbsp;on the Nasdaq in 2017.</p><p><blockquote>ROKU仍处于成长期，自2017年在纳斯达克上市以来，已获得投资者的大力关注。</blockquote></p><p> <b>Financials&nbsp;</b></p><p><blockquote><b>财务</b></blockquote></p><p> <b>Top-Line</b></p><p><blockquote><b>顶线</b></blockquote></p><p> ROKU reported&nbsp;63.46%&nbsp;in year-over-year revenue growth the past year. The company has a 5-year average growth rate in revenue of&nbsp;40.9%, which ranks in the 99th sector percentile. ROKU's core business is growing well, with&nbsp;101%&nbsp;year-over-year growth in revenue due to an increase in platform usage of 4.5% in the past quarter. We think that ad revenue will add sustainability to the firm's revenue as competition rises through improved products from Apple(NASDAQ:AAPL)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)streaming services. ROKU has entered into a&nbsp;strategic alliance&nbsp;with Nielsen to access their ad content. ROKU also completed asset acquisitions in the deal by acquiring Nielsen's AVA and DAI technologies to improve content recognition and ad insertion.</p><p><blockquote>ROKU去年的收入同比增长了63.46%。该公司的收入5年平均增长率为40.9%，在行业中排名第99位。ROKU的核心业务增长良好，由于上个季度平台使用量增长了4.5%，收入同比增长了101%。我们认为，随着苹果（纳斯达克：AAPL）和谷歌（纳斯达克：GOOG）（纳斯达克：GOOGL）流媒体服务改进产品带来的竞争加剧，广告收入将增加公司收入的可持续性。ROKU已经与尼尔森建立了战略联盟，以访问他们的广告内容。ROKU还在该交易中完成了资产收购，收购了尼尔森的AVA和DAI技术，以提高内容识别和广告插入。</blockquote></p><p> We think that added efficiency and synergies will improve the sustainability of the company's earnings.</p><p><blockquote>我们认为，提高效率和协同效应将提高公司盈利的可持续性。</blockquote></p><p> <b>User Growth</b></p><p><blockquote><b>用户增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7660020b92ea61b62566e9ac2ac6cd02\" tg-width=\"640\" tg-height=\"409\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> ROKU has undoubtedly expanded rapidly during the lockdown, and this is an anomaly that can't be denied. But something worth looking at is the company's gradual increase before the pandemic. We don't think that ROKU is a one-hit-wonder by any stretch of the imagination, and user growth looks set to continue growing.</p><p><blockquote>ROKU在封锁期间无疑迅速扩张，这是一个不可否认的异常现象。但值得关注的是该公司在大流行之前的逐步增长。无论怎么想象，我们都不认为ROKU是一个昙花一现的奇迹，而且用户增长似乎将继续增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27f287b57a10fb5d043ef20b96b548a\" tg-width=\"640\" tg-height=\"305\"><span>Source: GuruFocus</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：GuruFocus</span></p></blockquote></p><p> To consolidate the argument, we've pulled up the return on invested capital chart. The ROIC is a good indicator of a company's competitive stance within an industry. The recent growth in ROIC indicates that ROKU is still expanding well in itsindustry. We think that increased third-party distributors and increased investment in the ROKU channels contributed immensely to the uptick in ROIC. Furthermore, factors such as Disney+ and NBC Universal Peacock, HBO Max, and Discovery+ have and will stimulate further user growth.</p><p><blockquote>为了巩固论点，我们调出了投资资本回报率图表。ROIC是公司在行业内竞争地位的良好指标。最近投资回报率的增长表明ROKU在其行业中仍在良好扩张。我们认为，第三方分销商的增加和对ROKU渠道投资的增加极大地促进了投资回报率的上升。此外，迪士尼+和NBC环球孔雀、HBO Max和Discovery+等因素已经并将刺激用户进一步增长。</blockquote></p><p> <b>Bottom-Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/fe252a78a1b9f030d0518689d2bfb148\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/731e79eb9769e07f6760b43a0670f444\" tg-width=\"640\" tg-height=\"129\"></p><p><blockquote></blockquote></p><p> Very important to us are net income and normalized net income. The reasons are that the company finally turned a profit in Q-1 and now has residual to work with. The factor is unusual items. ROKU's normalized net income excludes unusual earnings, the fact that they're still reporting positive normalized net income is a big plus.</p><p><blockquote>对我们来说非常重要的是净利润和正常化净利润。原因是该公司最终在第一季度扭亏为盈，现在还有剩余可供处理。因素是不寻常的项目。ROKU的正常化净利润不包括异常收益，事实上他们仍然报告正的正常化净利润是一个很大的优势。</blockquote></p><p> <b>Multiples</b></p><p><blockquote><b>倍数</b></blockquote></p><p> Seeing that ROKU is now profitable, we can apply a few multiples for analysis. To start with, we looked at the price to sales. This metric can be used at any stage of the business cycle. ROKU is in a growth phase, and we think it's not easy to interpret the other multiples without looking at this one first.(The base data can be found on&nbsp;Seeking Alpha)</p><p><blockquote>看到ROKU现在盈利了，我们可以套用几个倍数进行分析。首先，我们看了价格与销售额的关系。该指标可用于业务周期的任何阶段。ROKU正处于增长阶段，我们认为如果不先看看这个倍数，就很难解释其他倍数。（基本数据可以在Seeking Alpha上找到）</blockquote></p><p> <ul>  <li>Market Cap/Annual Sales = 10.27</li> </ul> Considering that we'd like to see a price to sales ratio of between 1 and 2, ROKU is trading at a premium. It has to be considered that sales are growing at an average rate of above 40% annually.</p><p><blockquote><ul><li>市值/年销售额=10.27</li></ul>考虑到我们希望看到市销率在1到2之间，ROKU的交易价格溢价。必须考虑到销售额正以年均40%以上的速度增长。</blockquote></p><p> Another ratio we can look at is the price to cash flow, which is a great metric to use as cash flow resembles the intrinsic value.</p><p><blockquote>我们可以考虑的另一个比率是价格与现金流，这是一个很好的指标，因为现金流类似于内在价值。</blockquote></p><p></p><p> <ul>  <li>Share price/Cash flow per share = $460/$1.72 = 267.44</li> </ul> Again, this is a high multiple, and we'd like to see a price to cash flow ratio of between 15-20. ROKU has seen an unlevered free cash flow growth worth&nbsp;181.51%&nbsp;over the last year but only has a free cash flow yield of&nbsp;0.3%.</p><p><blockquote><ul><li>股价/每股现金流=$460/$1.72=267.44</li></ul>同样，这是一个很高的倍数，我们希望看到价格与现金流的比率在15-20之间。ROKU去年的无杠杆自由现金流增长率为181.51%，但自由现金流收益率仅为0.3%。</blockquote></p><p> The cash flows are still too volatile to forecast the intrinsic value and leading P/E ratio.</p><p><blockquote>现金流仍然波动太大，无法预测内在价值和领先市盈率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/026ba34f1e658421a653fef0403c2ba5\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Analysts expect massive upside in EPS but we think that this is fantasy. The main reason is the fact that the company now holds residual. Let's explain why.</p><p><blockquote>分析师预计每股收益将大幅上涨，但我们认为这只是幻想。主要原因是公司现在持有剩余。让我们解释一下原因。</blockquote></p><p> <b>Use Of Residual</b></p><p><blockquote><b>剩余的使用</b></blockquote></p><p> Essential to any stock's valuation is the asset base. Sure ROKU will probably trade at a premium to its asset base due to intellectual property and other intangible assets. However, the fundamental asset base growth is significant, and we think that their M&amp;A strategy will ultimately determine the stock's fate.</p><p><blockquote>任何股票估值的关键是资产基础。当然，由于知识产权和其他无形资产，ROKU的交易价格可能会高于其资产基础。然而，基本资产基础增长显着，我们认为他们的并购策略将最终决定该股的命运。</blockquote></p><p> Let's look at acquisition strategies.</p><p><blockquote>让我们看看收购策略。</blockquote></p><p> To start off with, we'll discuss the importance of data and asset acquisitions for tech companies. Data and asset acquisitions allow for organic growth to be amplified due to the synergies. Purchasing the 'ready-made' innovation is much more effective than innovating from scratch yourself.</p><p><blockquote>首先，我们将讨论数据和资产收购对科技公司的重要性。由于协同效应，数据和资产收购可以放大有机增长。购买“现成的”创新比自己从头开始创新要有效得多。</blockquote></p><p> Secondly, let's discuss verticals. Vertical integration allows for acquisitions up and down the value chain. These acquisitions allow for cost-cutting through bargaining power and pricing leadership in the market. If ROKU goes this way, they'll add tremendous value to their asset base.</p><p><blockquote>其次，我们来讨论垂直领域。垂直整合允许在价值链上下游进行收购。这些收购可以通过市场上的议价能力和定价领导地位来削减成本。如果ROKU走这条路，他们将为其资产基础增加巨大的价值。</blockquote></p><p> Now for horizontals. If ROKU chooses to acquire horizontally for the purpose of gaining market share and reducing potential competitors, they'll end up paying premiums and ending up in many litigation fights. Not very good for shareholders.</p><p><blockquote>现在是水平线。如果ROKU为了获得市场份额和减少潜在竞争对手而选择横向收购，他们最终将支付溢价并陷入许多诉讼。对股东来说不是很好。</blockquote></p><p> Other uses of capital.</p><p><blockquote>资本的其他用途。</blockquote></p><p> ROKU could simply increase its headcount and continue developing internally. This is also not a very efficient way of going about adding shareholder value. It's unlikely that the company will pay dividends and engage in share buyback programs at this stage as it's still in a growth phase.</p><p><blockquote>ROKU可以简单地增加员工数量并继续内部发展。这也不是增加股东价值的非常有效的方式。该公司现阶段不太可能支付股息并参与股票回购计划，因为它仍处于增长阶段。</blockquote></p><p> The early signs are that they're completing asset purchases.</p><p><blockquote>早期迹象表明他们正在完成资产购买。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8ae004c046f2ab6dae4dc02de6b25c\" tg-width=\"640\" tg-height=\"318\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Crunchbase</span></p></blockquote></p><p> Old House Ventures&nbsp;was acquired to add to its content and bring synergies to the table. Nielsen, as discussed, brings further expansion to the platform and is another lean asset acquisition. The Giraffic deal adds to their cloud space, this is another smart acquisition. Also adding to ad revenue is the acquisition of&nbsp;dataxu, another good acquisition in our opinion. And finally,Dynastrom&nbsp;was an acquisition that adds to ROKU's engineering team.</p><p><blockquote>收购Old House Ventures是为了增加其内容并带来协同效应。如前所述，尼尔森为该平台带来了进一步的扩展，是另一项精益资产收购。Giraffic交易增加了他们的云空间，这是另一次明智的收购。收购dataxu也增加了广告收入，我们认为这是另一项不错的收购。最后，Dynastrom的收购增强了ROKU的工程团队。</blockquote></p><p> If ROKU continues acquiring in this manner, it will increase the cash value of its future growth opportunities, this is very good for shareholders.</p><p><blockquote>如果ROKU继续以这种方式收购，将增加其未来增长机会的现金价值，这对股东来说非常好。</blockquote></p><p> <b>Shareholder Value</b></p><p><blockquote><b>股东价值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf094989971e65038753abbf9d78cb33\" tg-width=\"640\" tg-height=\"308\"><span>Source: GuruFocus</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：GuruFocus</span></p></blockquote></p><p> It remains in the balance as to whether there's a real drive towards shareholder value or not. The EPS is all over the place, which is understandable as many insiders might exercise options during high stock prices. The other side of it is that net income also has been surging. It remains to be seen what the EPS will do. Investors should note that ROKU has a&nbsp;dual-class voting structure, which dilutes shareholder voting rights over insider voting rights.</p><p><blockquote>是否有真正的股东价值驱动力仍悬而未决。每股收益无处不在，这是可以理解的，因为许多内部人士可能会在股价高企期间行使期权。另一方面，净利润也在飙升。EPS会做什么还有待观察。投资者应注意，ROKU拥有双层投票结构，这会稀释股东投票权而不是内部投票权。</blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> ROKU is a big gamble at the moment. The company is generating significant topline revenue, and cash flows are growing. If the company follows a similar acquisition strategy as big tech companies, the stock will thrive. If it uses its residual to little effect, the stock might plummet, especially considering the high price to sales and price to cash flow ratios. We're taking our chances nonetheless.</p><p><blockquote>ROKU目前是一场豪赌。该公司正在产生可观的营收，现金流也在增长。如果该公司遵循与大型科技公司类似的收购策略，该股将会蓬勃发展。如果它利用其剩余部分收效甚微，该股可能会暴跌，特别是考虑到较高的市销率和市销率与现金流比率。尽管如此，我们还是在冒险。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ROKU: The Next Step<blockquote>ROKU：下一步</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\">\nROKU: The Next Step<blockquote>ROKU：下一步</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-02 21:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>ROKU's stock is in the balance as it reports residual for the first time.</li>  <li>The stock price depends on whether it uses the capital to the value of shareholders.</li>  <li>Astronomical gains in top-line growth and cash flow are witnesses. However, high P/S and P/CF are still a concern.</li>  <li>We're risking it by going long as the early signs of acquisitions have been encouraging.</li>  <li>Tread lightly with the risks involved.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b00a4fa1d444c1076f1bb7fa30c1199\" tg-width=\"768\" tg-height=\"566\"><span>Arturo Holmes/Getty Images Entertainment</span></p><p><blockquote><ul><li>ROKU的股票处于平衡状态，因为它首次报告剩余。</li><li>股票价格取决于它是否使用资本对股东的价值。</li><li>营收增长和现金流的天文数字增长就是见证。然而，高P/S和P/CF仍然是一个问题。</li><li>由于收购的早期迹象令人鼓舞，我们冒着做多的风险。</li><li>对其中的风险要轻描淡写。</li></ul><p class=\"t-img-caption\"><span>阿图罗·霍姆斯/盖蒂图片社娱乐公司</span></p></blockquote></p><p> <b>Overview</b></p><p><blockquote><b>概述</b></blockquote></p><p> For those who aren't aware, Roku (NASDAQ:ROKU) is the leading TV streaming platform in the United States, with an active user base of over&nbsp;50 million. The company partners with TV brands which allows it to manufacture and sell its content via its platform.</p><p><blockquote>对于那些不知道的人来说，Roku（纳斯达克：Roku）是美国领先的电视流媒体平台，活跃用户群超过5000万。该公司与电视品牌合作，使其能够通过其平台制作和销售内容。</blockquote></p><p> The company operates through two segments namely platform and player.</p><p><blockquote>该公司通过两个部门运营，即平台和播放器。</blockquote></p><p> The platform segment allows users to gain access to television and movies. The player segment offers streaming players, audio products, and accessories through the ROKU name. Further to the business is significant ad revenue as most tech companies have these days.</p><p><blockquote>平台部分允许用户观看电视和电影。播放器部门通过ROKU名称提供流媒体播放器、音频产品和配件。除了这项业务之外，还有大量的广告收入，就像如今大多数科技公司一样。</blockquote></p><p> ROKU is still in its growth stage and has gained significant traction from investors&nbsp;since listing&nbsp;on the Nasdaq in 2017.</p><p><blockquote>ROKU仍处于成长期，自2017年在纳斯达克上市以来，已获得投资者的大力关注。</blockquote></p><p> <b>Financials&nbsp;</b></p><p><blockquote><b>财务</b></blockquote></p><p> <b>Top-Line</b></p><p><blockquote><b>顶线</b></blockquote></p><p> ROKU reported&nbsp;63.46%&nbsp;in year-over-year revenue growth the past year. The company has a 5-year average growth rate in revenue of&nbsp;40.9%, which ranks in the 99th sector percentile. ROKU's core business is growing well, with&nbsp;101%&nbsp;year-over-year growth in revenue due to an increase in platform usage of 4.5% in the past quarter. We think that ad revenue will add sustainability to the firm's revenue as competition rises through improved products from Apple(NASDAQ:AAPL)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)streaming services. ROKU has entered into a&nbsp;strategic alliance&nbsp;with Nielsen to access their ad content. ROKU also completed asset acquisitions in the deal by acquiring Nielsen's AVA and DAI technologies to improve content recognition and ad insertion.</p><p><blockquote>ROKU去年的收入同比增长了63.46%。该公司的收入5年平均增长率为40.9%，在行业中排名第99位。ROKU的核心业务增长良好，由于上个季度平台使用量增长了4.5%，收入同比增长了101%。我们认为，随着苹果（纳斯达克：AAPL）和谷歌（纳斯达克：GOOG）（纳斯达克：GOOGL）流媒体服务改进产品带来的竞争加剧，广告收入将增加公司收入的可持续性。ROKU已经与尼尔森建立了战略联盟，以访问他们的广告内容。ROKU还在该交易中完成了资产收购，收购了尼尔森的AVA和DAI技术，以提高内容识别和广告插入。</blockquote></p><p> We think that added efficiency and synergies will improve the sustainability of the company's earnings.</p><p><blockquote>我们认为，提高效率和协同效应将提高公司盈利的可持续性。</blockquote></p><p> <b>User Growth</b></p><p><blockquote><b>用户增长</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7660020b92ea61b62566e9ac2ac6cd02\" tg-width=\"640\" tg-height=\"409\"><span>Source: Statista</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：斯塔蒂斯塔</span></p></blockquote></p><p> ROKU has undoubtedly expanded rapidly during the lockdown, and this is an anomaly that can't be denied. But something worth looking at is the company's gradual increase before the pandemic. We don't think that ROKU is a one-hit-wonder by any stretch of the imagination, and user growth looks set to continue growing.</p><p><blockquote>ROKU在封锁期间无疑迅速扩张，这是一个不可否认的异常现象。但值得关注的是该公司在大流行之前的逐步增长。无论怎么想象，我们都不认为ROKU是一个昙花一现的奇迹，而且用户增长似乎将继续增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e27f287b57a10fb5d043ef20b96b548a\" tg-width=\"640\" tg-height=\"305\"><span>Source: GuruFocus</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：GuruFocus</span></p></blockquote></p><p> To consolidate the argument, we've pulled up the return on invested capital chart. The ROIC is a good indicator of a company's competitive stance within an industry. The recent growth in ROIC indicates that ROKU is still expanding well in itsindustry. We think that increased third-party distributors and increased investment in the ROKU channels contributed immensely to the uptick in ROIC. Furthermore, factors such as Disney+ and NBC Universal Peacock, HBO Max, and Discovery+ have and will stimulate further user growth.</p><p><blockquote>为了巩固论点，我们调出了投资资本回报率图表。ROIC是公司在行业内竞争地位的良好指标。最近投资回报率的增长表明ROKU在其行业中仍在良好扩张。我们认为，第三方分销商的增加和对ROKU渠道投资的增加极大地促进了投资回报率的上升。此外，迪士尼+和NBC环球孔雀、HBO Max和Discovery+等因素已经并将刺激用户进一步增长。</blockquote></p><p> <b>Bottom-Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/fe252a78a1b9f030d0518689d2bfb148\" tg-width=\"640\" tg-height=\"109\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/731e79eb9769e07f6760b43a0670f444\" tg-width=\"640\" tg-height=\"129\"></p><p><blockquote></blockquote></p><p> Very important to us are net income and normalized net income. The reasons are that the company finally turned a profit in Q-1 and now has residual to work with. The factor is unusual items. ROKU's normalized net income excludes unusual earnings, the fact that they're still reporting positive normalized net income is a big plus.</p><p><blockquote>对我们来说非常重要的是净利润和正常化净利润。原因是该公司最终在第一季度扭亏为盈，现在还有剩余可供处理。因素是不寻常的项目。ROKU的正常化净利润不包括异常收益，事实上他们仍然报告正的正常化净利润是一个很大的优势。</blockquote></p><p> <b>Multiples</b></p><p><blockquote><b>倍数</b></blockquote></p><p> Seeing that ROKU is now profitable, we can apply a few multiples for analysis. To start with, we looked at the price to sales. This metric can be used at any stage of the business cycle. ROKU is in a growth phase, and we think it's not easy to interpret the other multiples without looking at this one first.(The base data can be found on&nbsp;Seeking Alpha)</p><p><blockquote>看到ROKU现在盈利了，我们可以套用几个倍数进行分析。首先，我们看了价格与销售额的关系。该指标可用于业务周期的任何阶段。ROKU正处于增长阶段，我们认为如果不先看看这个倍数，就很难解释其他倍数。（基本数据可以在Seeking Alpha上找到）</blockquote></p><p> <ul>  <li>Market Cap/Annual Sales = 10.27</li> </ul> Considering that we'd like to see a price to sales ratio of between 1 and 2, ROKU is trading at a premium. It has to be considered that sales are growing at an average rate of above 40% annually.</p><p><blockquote><ul><li>市值/年销售额=10.27</li></ul>考虑到我们希望看到市销率在1到2之间，ROKU的交易价格溢价。必须考虑到销售额正以年均40%以上的速度增长。</blockquote></p><p> Another ratio we can look at is the price to cash flow, which is a great metric to use as cash flow resembles the intrinsic value.</p><p><blockquote>我们可以考虑的另一个比率是价格与现金流，这是一个很好的指标，因为现金流类似于内在价值。</blockquote></p><p></p><p> <ul>  <li>Share price/Cash flow per share = $460/$1.72 = 267.44</li> </ul> Again, this is a high multiple, and we'd like to see a price to cash flow ratio of between 15-20. ROKU has seen an unlevered free cash flow growth worth&nbsp;181.51%&nbsp;over the last year but only has a free cash flow yield of&nbsp;0.3%.</p><p><blockquote><ul><li>股价/每股现金流=$460/$1.72=267.44</li></ul>同样，这是一个很高的倍数，我们希望看到价格与现金流的比率在15-20之间。ROKU去年的无杠杆自由现金流增长率为181.51%，但自由现金流收益率仅为0.3%。</blockquote></p><p> The cash flows are still too volatile to forecast the intrinsic value and leading P/E ratio.</p><p><blockquote>现金流仍然波动太大，无法预测内在价值和领先市盈率。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/026ba34f1e658421a653fef0403c2ba5\" tg-width=\"640\" tg-height=\"321\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Analysts expect massive upside in EPS but we think that this is fantasy. The main reason is the fact that the company now holds residual. Let's explain why.</p><p><blockquote>分析师预计每股收益将大幅上涨，但我们认为这只是幻想。主要原因是公司现在持有剩余。让我们解释一下原因。</blockquote></p><p> <b>Use Of Residual</b></p><p><blockquote><b>剩余的使用</b></blockquote></p><p> Essential to any stock's valuation is the asset base. Sure ROKU will probably trade at a premium to its asset base due to intellectual property and other intangible assets. However, the fundamental asset base growth is significant, and we think that their M&amp;A strategy will ultimately determine the stock's fate.</p><p><blockquote>任何股票估值的关键是资产基础。当然，由于知识产权和其他无形资产，ROKU的交易价格可能会高于其资产基础。然而，基本资产基础增长显着，我们认为他们的并购策略将最终决定该股的命运。</blockquote></p><p> Let's look at acquisition strategies.</p><p><blockquote>让我们看看收购策略。</blockquote></p><p> To start off with, we'll discuss the importance of data and asset acquisitions for tech companies. Data and asset acquisitions allow for organic growth to be amplified due to the synergies. Purchasing the 'ready-made' innovation is much more effective than innovating from scratch yourself.</p><p><blockquote>首先，我们将讨论数据和资产收购对科技公司的重要性。由于协同效应，数据和资产收购可以放大有机增长。购买“现成的”创新比自己从头开始创新要有效得多。</blockquote></p><p> Secondly, let's discuss verticals. Vertical integration allows for acquisitions up and down the value chain. These acquisitions allow for cost-cutting through bargaining power and pricing leadership in the market. If ROKU goes this way, they'll add tremendous value to their asset base.</p><p><blockquote>其次，我们来讨论垂直领域。垂直整合允许在价值链上下游进行收购。这些收购可以通过市场上的议价能力和定价领导地位来削减成本。如果ROKU走这条路，他们将为其资产基础增加巨大的价值。</blockquote></p><p> Now for horizontals. If ROKU chooses to acquire horizontally for the purpose of gaining market share and reducing potential competitors, they'll end up paying premiums and ending up in many litigation fights. Not very good for shareholders.</p><p><blockquote>现在是水平线。如果ROKU为了获得市场份额和减少潜在竞争对手而选择横向收购，他们最终将支付溢价并陷入许多诉讼。对股东来说不是很好。</blockquote></p><p> Other uses of capital.</p><p><blockquote>资本的其他用途。</blockquote></p><p> ROKU could simply increase its headcount and continue developing internally. This is also not a very efficient way of going about adding shareholder value. It's unlikely that the company will pay dividends and engage in share buyback programs at this stage as it's still in a growth phase.</p><p><blockquote>ROKU可以简单地增加员工数量并继续内部发展。这也不是增加股东价值的非常有效的方式。该公司现阶段不太可能支付股息并参与股票回购计划，因为它仍处于增长阶段。</blockquote></p><p> The early signs are that they're completing asset purchases.</p><p><blockquote>早期迹象表明他们正在完成资产购买。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b8ae004c046f2ab6dae4dc02de6b25c\" tg-width=\"640\" tg-height=\"318\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：Crunchbase</span></p></blockquote></p><p> Old House Ventures&nbsp;was acquired to add to its content and bring synergies to the table. Nielsen, as discussed, brings further expansion to the platform and is another lean asset acquisition. The Giraffic deal adds to their cloud space, this is another smart acquisition. Also adding to ad revenue is the acquisition of&nbsp;dataxu, another good acquisition in our opinion. And finally,Dynastrom&nbsp;was an acquisition that adds to ROKU's engineering team.</p><p><blockquote>收购Old House Ventures是为了增加其内容并带来协同效应。如前所述，尼尔森为该平台带来了进一步的扩展，是另一项精益资产收购。Giraffic交易增加了他们的云空间，这是另一次明智的收购。收购dataxu也增加了广告收入，我们认为这是另一项不错的收购。最后，Dynastrom的收购增强了ROKU的工程团队。</blockquote></p><p> If ROKU continues acquiring in this manner, it will increase the cash value of its future growth opportunities, this is very good for shareholders.</p><p><blockquote>如果ROKU继续以这种方式收购，将增加其未来增长机会的现金价值，这对股东来说非常好。</blockquote></p><p> <b>Shareholder Value</b></p><p><blockquote><b>股东价值</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf094989971e65038753abbf9d78cb33\" tg-width=\"640\" tg-height=\"308\"><span>Source: GuruFocus</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：GuruFocus</span></p></blockquote></p><p> It remains in the balance as to whether there's a real drive towards shareholder value or not. The EPS is all over the place, which is understandable as many insiders might exercise options during high stock prices. The other side of it is that net income also has been surging. It remains to be seen what the EPS will do. Investors should note that ROKU has a&nbsp;dual-class voting structure, which dilutes shareholder voting rights over insider voting rights.</p><p><blockquote>是否有真正的股东价值驱动力仍悬而未决。每股收益无处不在，这是可以理解的，因为许多内部人士可能会在股价高企期间行使期权。另一方面，净利润也在飙升。EPS会做什么还有待观察。投资者应注意，ROKU拥有双层投票结构，这会稀释股东投票权而不是内部投票权。</blockquote></p><p> <b>Our Take</b></p><p><blockquote><b>我们的看法</b></blockquote></p><p> ROKU is a big gamble at the moment. The company is generating significant topline revenue, and cash flows are growing. If the company follows a similar acquisition strategy as big tech companies, the stock will thrive. If it uses its residual to little effect, the stock might plummet, especially considering the high price to sales and price to cash flow ratios. We're taking our chances nonetheless.</p><p><blockquote>ROKU目前是一场豪赌。该公司正在产生可观的营收，现金流也在增长。如果该公司遵循与大型科技公司类似的收购策略，该股将会蓬勃发展。如果它利用其剩余部分收效甚微，该股可能会暴跌，特别是考虑到较高的市销率和市销率与现金流比率。尽管如此，我们还是在冒险。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437490-roku-the-next-step\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/article/4437490-roku-the-next-step","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129664890","content_text":"Summary\n\nROKU's stock is in the balance as it reports residual for the first time.\nThe stock price depends on whether it uses the capital to the value of shareholders.\nAstronomical gains in top-line growth and cash flow are witnesses. However, high P/S and P/CF are still a concern.\nWe're risking it by going long as the early signs of acquisitions have been encouraging.\nTread lightly with the risks involved.\n\nArturo Holmes/Getty Images Entertainment\nOverview\nFor those who aren't aware, Roku (NASDAQ:ROKU) is the leading TV streaming platform in the United States, with an active user base of over 50 million. The company partners with TV brands which allows it to manufacture and sell its content via its platform.\nThe company operates through two segments namely platform and player.\nThe platform segment allows users to gain access to television and movies. The player segment offers streaming players, audio products, and accessories through the ROKU name. Further to the business is significant ad revenue as most tech companies have these days.\nROKU is still in its growth stage and has gained significant traction from investors since listing on the Nasdaq in 2017.\nFinancials \nTop-Line\nROKU reported 63.46% in year-over-year revenue growth the past year. The company has a 5-year average growth rate in revenue of 40.9%, which ranks in the 99th sector percentile. ROKU's core business is growing well, with 101% year-over-year growth in revenue due to an increase in platform usage of 4.5% in the past quarter. We think that ad revenue will add sustainability to the firm's revenue as competition rises through improved products from Apple(NASDAQ:AAPL)and Google(NASDAQ:GOOG)(NASDAQ:GOOGL)streaming services. ROKU has entered into a strategic alliance with Nielsen to access their ad content. ROKU also completed asset acquisitions in the deal by acquiring Nielsen's AVA and DAI technologies to improve content recognition and ad insertion.\nWe think that added efficiency and synergies will improve the sustainability of the company's earnings.\nUser Growth\nSource: Statista\nROKU has undoubtedly expanded rapidly during the lockdown, and this is an anomaly that can't be denied. But something worth looking at is the company's gradual increase before the pandemic. We don't think that ROKU is a one-hit-wonder by any stretch of the imagination, and user growth looks set to continue growing.\nSource: GuruFocus\nTo consolidate the argument, we've pulled up the return on invested capital chart. The ROIC is a good indicator of a company's competitive stance within an industry. The recent growth in ROIC indicates that ROKU is still expanding well in itsindustry. We think that increased third-party distributors and increased investment in the ROKU channels contributed immensely to the uptick in ROIC. Furthermore, factors such as Disney+ and NBC Universal Peacock, HBO Max, and Discovery+ have and will stimulate further user growth.\nBottom-Line\n\nVery important to us are net income and normalized net income. The reasons are that the company finally turned a profit in Q-1 and now has residual to work with. The factor is unusual items. ROKU's normalized net income excludes unusual earnings, the fact that they're still reporting positive normalized net income is a big plus.\nMultiples\nSeeing that ROKU is now profitable, we can apply a few multiples for analysis. To start with, we looked at the price to sales. This metric can be used at any stage of the business cycle. ROKU is in a growth phase, and we think it's not easy to interpret the other multiples without looking at this one first.(The base data can be found on Seeking Alpha)\n\nMarket Cap/Annual Sales = 10.27\n\nConsidering that we'd like to see a price to sales ratio of between 1 and 2, ROKU is trading at a premium. It has to be considered that sales are growing at an average rate of above 40% annually.\nAnother ratio we can look at is the price to cash flow, which is a great metric to use as cash flow resembles the intrinsic value.\n\nShare price/Cash flow per share = $460/$1.72 = 267.44\n\nAgain, this is a high multiple, and we'd like to see a price to cash flow ratio of between 15-20. ROKU has seen an unlevered free cash flow growth worth 181.51% over the last year but only has a free cash flow yield of 0.3%.\nThe cash flows are still too volatile to forecast the intrinsic value and leading P/E ratio.\n\nAnalysts expect massive upside in EPS but we think that this is fantasy. The main reason is the fact that the company now holds residual. Let's explain why.\nUse Of Residual\nEssential to any stock's valuation is the asset base. Sure ROKU will probably trade at a premium to its asset base due to intellectual property and other intangible assets. However, the fundamental asset base growth is significant, and we think that their M&A strategy will ultimately determine the stock's fate.\nLet's look at acquisition strategies.\nTo start off with, we'll discuss the importance of data and asset acquisitions for tech companies. Data and asset acquisitions allow for organic growth to be amplified due to the synergies. Purchasing the 'ready-made' innovation is much more effective than innovating from scratch yourself.\nSecondly, let's discuss verticals. Vertical integration allows for acquisitions up and down the value chain. These acquisitions allow for cost-cutting through bargaining power and pricing leadership in the market. If ROKU goes this way, they'll add tremendous value to their asset base.\nNow for horizontals. If ROKU chooses to acquire horizontally for the purpose of gaining market share and reducing potential competitors, they'll end up paying premiums and ending up in many litigation fights. Not very good for shareholders.\nOther uses of capital.\nROKU could simply increase its headcount and continue developing internally. This is also not a very efficient way of going about adding shareholder value. It's unlikely that the company will pay dividends and engage in share buyback programs at this stage as it's still in a growth phase.\nThe early signs are that they're completing asset purchases.\nSource: Crunchbase\nOld House Ventures was acquired to add to its content and bring synergies to the table. Nielsen, as discussed, brings further expansion to the platform and is another lean asset acquisition. The Giraffic deal adds to their cloud space, this is another smart acquisition. Also adding to ad revenue is the acquisition of dataxu, another good acquisition in our opinion. And finally,Dynastrom was an acquisition that adds to ROKU's engineering team.\nIf ROKU continues acquiring in this manner, it will increase the cash value of its future growth opportunities, this is very good for shareholders.\nShareholder Value\nSource: GuruFocus\nIt remains in the balance as to whether there's a real drive towards shareholder value or not. The EPS is all over the place, which is understandable as many insiders might exercise options during high stock prices. The other side of it is that net income also has been surging. It remains to be seen what the EPS will do. Investors should note that ROKU has a dual-class voting structure, which dilutes shareholder voting rights over insider voting rights.\nOur Take\nROKU is a big gamble at the moment. The company is generating significant topline revenue, and cash flows are growing. If the company follows a similar acquisition strategy as big tech companies, the stock will thrive. If it uses its residual to little effect, the stock might plummet, especially considering the high price to sales and price to cash flow ratios. We're taking our chances nonetheless.","news_type":1,"symbols_score_info":{"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184960133,"gmtCreate":1623681105122,"gmtModify":1631889929743,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>🤞","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>🤞","text":"$Canaan Inc.(CAN)$🤞","images":[{"img":"https://static.tigerbbs.com/d637c2ca0fb95f788956ee8aa6b2b1dc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184960133","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":112032524,"gmtCreate":1622823322868,"gmtModify":1631888012630,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a> let's go ppl! SSM got to pull up 'em&nbsp;socks","listText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a> let's go ppl! SSM got to pull up 'em&nbsp;socks","text":"$Second Sight Medical(EYES)$ let's go ppl! SSM got to pull up 'em socks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/112032524","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118514755,"gmtCreate":1622738333277,"gmtModify":1631892304181,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>up,&nbsp; up and away!","listText":"<a href=\"https://laohu8.com/S/CAN\">$Canaan Inc.(CAN)$</a>up,&nbsp; up and away!","text":"$Canaan Inc.(CAN)$up, up and away!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118514755","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":870080530,"gmtCreate":1636558235481,"gmtModify":1636559036023,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>steady move to the ship😀","listText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>steady move to the ship😀","text":"$Yellow Corporation(YELL)$steady move to the ship😀","images":[{"img":"https://static.tigerbbs.com/92760b4314debab013f4e2c0ee8071d1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870080530","isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":169782608,"gmtCreate":1623851095404,"gmtModify":1631889929741,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"Today is the day it should&nbsp;go high! 😃","listText":"Today is the day it should&nbsp;go high! 😃","text":"Today is the day it should go high! 😃","images":[{"img":"https://static.tigerbbs.com/65c7867901812f0d195a2763bced33ca","width":"1080","height":"2550"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169782608","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":188307879,"gmtCreate":1623420882491,"gmtModify":1631888012607,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a> hope this turns out well.. Like pls","listText":"<a href=\"https://laohu8.com/S/EYES\">$Second Sight Medical(EYES)$</a> hope this turns out well.. Like pls","text":"$Second Sight Medical(EYES)$ hope this turns out well.. Like pls","images":[{"img":"https://static.tigerbbs.com/d65ed514a1546fa55058473c5aa5c836","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188307879","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":871242355,"gmtCreate":1637076395740,"gmtModify":1637076399132,"author":{"id":"3574388896673206","authorId":"3574388896673206","name":"cnds524","avatar":"https://static.tigerbbs.com/b5e762e8d1a635229c91bc49a9ea35c3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574388896673206","authorIdStr":"3574388896673206"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>perfect climb!!","listText":"<a href=\"https://laohu8.com/S/YELL\">$Yellow Corporation(YELL)$</a>perfect climb!!","text":"$Yellow Corporation(YELL)$perfect climb!!","images":[{"img":"https://static.tigerbbs.com/71c84ec561b89d0d3935e65608f46493","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871242355","isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}