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Kikiooi
2021-06-07
Business needs to evolve / innovate and plan for long term sustainability to stay in market.
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Kikiooi
2021-05-10
Time to relook at the portfolio
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Kikiooi
2021-06-03
Tax is key income to US
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Kikiooi
2021-09-06
Nice long weekend
Is the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗?</blockquote>
Kikiooi
2021-05-05
Profit taking? Or other reasons?
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Kikiooi
2021-06-28
Great read
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Kikiooi
2021-06-07
Nice. Need more of the good news
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Kikiooi
2021-05-11
Time to check the portfolio
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Kikiooi
2021-08-21
Nice
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Kikiooi
2021-08-12
Good news?
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Kikiooi
2021-07-11
Apple will do replace
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Kikiooi
2021-07-08
Cool
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Kikiooi
2021-06-03
It is going strong
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Kikiooi
2021-05-29
Demand will be lower
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Kikiooi
2021-05-08
Clean energy way to go
This Energy Company Is Gearing Up And Looks Ready For A Breakout<blockquote>这家能源公司正在摩拳擦掌,看起来已经准备好突围</blockquote>
Kikiooi
2021-04-29
Online social networking and e commence will stay even after COVID
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Kikiooi
2021-04-28
Nice rally.. more good news from semiconductor industry
AMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后,AMD股价上涨</blockquote>
Kikiooi
2021-09-01
Cool. Need to be more flexible
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Kikiooi
2021-08-27
Nice
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Kikiooi
2021-08-02
Up n down is norm
Samsung Takes Intel’s Chip-Seller Crown, but Bigger Showdown Looms<blockquote>三星夺得英特尔芯片销售商桂冠,但更大的摊牌迫在眉睫</blockquote>
去老虎APP查看更多动态
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:"Need more this type of good news ","listText":"Need more this type of good news ","text":"Need more this type of good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861967254","repostId":"1107694982","repostType":2,"isVote":1,"tweetType":1,"viewCount":2128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861965267,"gmtCreate":1632449335059,"gmtModify":1632722836031,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861965267","repostId":"1107694982","repostType":2,"isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860446223,"gmtCreate":1632204074062,"gmtModify":1632802077634,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860446223","repostId":"885871293","repostType":1,"repost":{"id":885871293,"gmtCreate":1631780442212,"gmtModify":1631885043752,"author":{"id":"3560932213300008","authorId":"3560932213300008","name":"yongts","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3560932213300008","idStr":"3560932213300008"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>today increase is due to short sellers covering their positions. So they might come back again tomorrow if quarterly report is bad. Keep your finger cross. If good can add a bit more because top glove want to lost in HK. For greater exposure to big players. Also higher price ,they pocket more money. Simple logic. Good luck everyone.","listText":"<a href=\"https://laohu8.com/S/BVA.SI\">$TOP GLOVE CORPORATION BHD(BVA.SI)$</a>today increase is due to short sellers covering their positions. So they might come back again tomorrow if quarterly report is bad. Keep your finger cross. If good can add a bit more because top glove want to lost in HK. For greater exposure to big players. Also higher price ,they pocket more money. Simple logic. Good luck everyone.","text":"$TOP GLOVE CORPORATION BHD(BVA.SI)$today increase is due to short sellers covering their positions. So they might come back again tomorrow if quarterly report is bad. Keep your finger cross. If good can add a bit more because top glove want to lost in HK. For greater exposure to big players. Also higher price ,they pocket more money. Simple logic. Good luck everyone.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885871293","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817022591,"gmtCreate":1630892308113,"gmtModify":1631890689644,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Nice long weekend ","listText":"Nice long weekend ","text":"Nice long weekend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817022591","repostId":"1126654067","repostType":4,"repost":{"id":"1126654067","kind":"news","pubTimestamp":1630885254,"share":"https://www.laohu8.com/m/news/1126654067?lang=zh_CN&edition=full","pubTime":"2021-09-06 07:40","market":"us","language":"en","title":"Is the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126654067","media":"MarketWatch","summary":"It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be cl","content":"<p>It is unofficially summer’s last hurrah for Wall Street investors.</p><p><blockquote>对于华尔街投资者来说,这是非正式的夏季最后一次欢呼。</blockquote></p><p> U.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.</p><p><blockquote>美国金融市场将于9月6日周一因劳动节休市,这标志着美国为期三天的周末,此前股市经历了一段非常壮观的走势。尽管人们担心冠状病毒德尔塔变异毒株的蔓延,并对美联储去年大流行开始时实施的宽松货币政策最终回滚的时间表感到不安,但股市还是出现了反弹。</blockquote></p><p> On Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc. -owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average, S&P 500 or Nasdaq Composite indexes.</p><p><blockquote>周一,包括洲际交易所旗下的纽约证券交易所和纳斯达克在内的美国证券交易所将休市,因此不要寻找道琼斯工业平均指数、标准普尔500指数或纳斯达克综合指数等个股或指数的任何走势。</blockquote></p><p> The S&P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite was on track to book its 35th all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.</p><p><blockquote>标普500在2021年已经创下了54个历史收盘新高,并有望在周五创下第55个历史新高,而纳斯达克综合指数有望创下今年第35个历史新高。周五下午,道琼斯指数较8月16日的纪录上涨了不到一个百分点。</blockquote></p><p> Sifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was yielding around 1.33% after the U.S. August jobs report came in weaker than expected.</p><p><blockquote>证券行业固定收益贸易组织Sifma也建议债券市场在劳动节休市,包括10年期国债交易,在美国8月就业报告公布后,该国债收益率约为1.33%。低于预期。</blockquote></p><p> However, the Labor Department’s employment report,which showed that 235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.</p><p><blockquote>然而,美国劳工部的就业报告显示,8月份新增就业岗位23.5万个,远低于预期的70多万个,但这未能降低主权债务投资者对美联储近期宣布缩减每月1200亿美元美国国债和抵押贷款支持证券购买规模的预期。</blockquote></p><p> Trading in most commodity futures, including Nymex crude-oil and Comex gold,on U.S. exchanges will also be halted Monday.</p><p><blockquote>美国交易所的大多数商品期货交易,包括纽约商品交易所原油和纽约商品交易所黄金,也将于周一停止。</blockquote></p><p> Is there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?</p><p><blockquote>除了在美国度假和烧烤之外,这个假期对普通投资者还有什么意义吗?</blockquote></p><p> Probably not.</p><p><blockquote>应该不会吧。</blockquote></p><p> But the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.</p><p><blockquote>但根据道琼斯市场数据,近年来,五月阵亡将士纪念日至九月劳动节期间对投资者来说是一段看涨的时期。例如,道琼斯指数在此期间上涨了约2%,平均涨幅为1.3%,65%的时间创造了上涨记录。在过去的六个阵亡将士纪念日/劳动节期间,道琼斯指数目前正在享受连胜,这是自1989年以来最长的连胜。去年,市场同期上涨了近15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f0f061a4ddd2ca31c53f8aa68e3cce\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> The S&P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.</p><p><blockquote>标普500也取得了类似的连胜,在阵亡将士纪念日至劳动节期间迄今为止已上涨近8%。过去几年同期上涨了70%以上,平均涨幅为1.7%。2020年期间,大盘指数上涨了16%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c780a46e32d055feb3e3f5e10fc987f\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> But if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.</p><p><blockquote>但如果劳动节交易中存在真正的趋势,那么MarketWatch的Steve Goldstein援引Raymond James策略师Tavis McCourt的话说,在过去两年中,股市存在很大的价值和周期性偏差。节后股市,2018年,夏季接近尾声后市场基本崩溃。</blockquote></p><p> It is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.</p><p><blockquote>不可能知道这一次股市涨势是否会以类似的方式逐渐消失,但华尔街越来越多的人认为估值过高,股指将从当前高度回调至少5%或更好。</blockquote></p><p> Markets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100 index and the pan-European Stoxx Europe 600 will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng and the Shanghai Composite Index.</p><p><blockquote>市场将于周二恢复照常营业,当然,欧洲证券交易所,包括伦敦富时100指数和泛欧斯托克欧洲600指数,以及亚洲市场、日经225指数、香港恒生指数和上证综合指数。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗?</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; 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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\">\nIs the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-06 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It is unofficially summer’s last hurrah for Wall Street investors.</p><p><blockquote>对于华尔街投资者来说,这是非正式的夏季最后一次欢呼。</blockquote></p><p> U.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.</p><p><blockquote>美国金融市场将于9月6日周一因劳动节休市,这标志着美国为期三天的周末,此前股市经历了一段非常壮观的走势。尽管人们担心冠状病毒德尔塔变异毒株的蔓延,并对美联储去年大流行开始时实施的宽松货币政策最终回滚的时间表感到不安,但股市还是出现了反弹。</blockquote></p><p> On Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc. -owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average, S&P 500 or Nasdaq Composite indexes.</p><p><blockquote>周一,包括洲际交易所旗下的纽约证券交易所和纳斯达克在内的美国证券交易所将休市,因此不要寻找道琼斯工业平均指数、标准普尔500指数或纳斯达克综合指数等个股或指数的任何走势。</blockquote></p><p> The S&P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite was on track to book its 35th all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.</p><p><blockquote>标普500在2021年已经创下了54个历史收盘新高,并有望在周五创下第55个历史新高,而纳斯达克综合指数有望创下今年第35个历史新高。周五下午,道琼斯指数较8月16日的纪录上涨了不到一个百分点。</blockquote></p><p> Sifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was yielding around 1.33% after the U.S. August jobs report came in weaker than expected.</p><p><blockquote>证券行业固定收益贸易组织Sifma也建议债券市场在劳动节休市,包括10年期国债交易,在美国8月就业报告公布后,该国债收益率约为1.33%。低于预期。</blockquote></p><p> However, the Labor Department’s employment report,which showed that 235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.</p><p><blockquote>然而,美国劳工部的就业报告显示,8月份新增就业岗位23.5万个,远低于预期的70多万个,但这未能降低主权债务投资者对美联储近期宣布缩减每月1200亿美元美国国债和抵押贷款支持证券购买规模的预期。</blockquote></p><p> Trading in most commodity futures, including Nymex crude-oil and Comex gold,on U.S. exchanges will also be halted Monday.</p><p><blockquote>美国交易所的大多数商品期货交易,包括纽约商品交易所原油和纽约商品交易所黄金,也将于周一停止。</blockquote></p><p> Is there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?</p><p><blockquote>除了在美国度假和烧烤之外,这个假期对普通投资者还有什么意义吗?</blockquote></p><p> Probably not.</p><p><blockquote>应该不会吧。</blockquote></p><p> But the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.</p><p><blockquote>但根据道琼斯市场数据,近年来,五月阵亡将士纪念日至九月劳动节期间对投资者来说是一段看涨的时期。例如,道琼斯指数在此期间上涨了约2%,平均涨幅为1.3%,65%的时间创造了上涨记录。在过去的六个阵亡将士纪念日/劳动节期间,道琼斯指数目前正在享受连胜,这是自1989年以来最长的连胜。去年,市场同期上涨了近15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f0f061a4ddd2ca31c53f8aa68e3cce\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> The S&P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.</p><p><blockquote>标普500也取得了类似的连胜,在阵亡将士纪念日至劳动节期间迄今为止已上涨近8%。过去几年同期上涨了70%以上,平均涨幅为1.7%。2020年期间,大盘指数上涨了16%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c780a46e32d055feb3e3f5e10fc987f\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> But if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.</p><p><blockquote>但如果劳动节交易中存在真正的趋势,那么MarketWatch的Steve Goldstein援引Raymond James策略师Tavis McCourt的话说,在过去两年中,股市存在很大的价值和周期性偏差。节后股市,2018年,夏季接近尾声后市场基本崩溃。</blockquote></p><p> It is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.</p><p><blockquote>不可能知道这一次股市涨势是否会以类似的方式逐渐消失,但华尔街越来越多的人认为估值过高,股指将从当前高度回调至少5%或更好。</blockquote></p><p> Markets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100 index and the pan-European Stoxx Europe 600 will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng and the Shanghai Composite Index.</p><p><blockquote>市场将于周二恢复照常营业,当然,欧洲证券交易所,包括伦敦富时100指数和泛欧斯托克欧洲600指数,以及亚洲市场、日经225指数、香港恒生指数和上证综合指数。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","ICE":"洲际交易所",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126654067","content_text":"It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.\nOn Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc. -owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average, S&P 500 or Nasdaq Composite indexes.\nThe S&P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite was on track to book its 35th all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.\nSifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was yielding around 1.33% after the U.S. August jobs report came in weaker than expected.\nHowever, the Labor Department’s employment report,which showed that 235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.\nTrading in most commodity futures, including Nymex crude-oil and Comex gold,on U.S. exchanges will also be halted Monday.\nIs there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?\nProbably not.\nBut the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.\nDOW JONES MARKET DATA\nThe S&P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.\nDOW JONES MARKET DATA\nBut if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.\nIt is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.\nMarkets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100 index and the pan-European Stoxx Europe 600 will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng and the Shanghai Composite Index.","news_type":1,"symbols_score_info":{".SPX":0.9,"ICE":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814405852,"gmtCreate":1630854342876,"gmtModify":1631890689646,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Any potential good news coming week? ","listText":"Any potential good news coming week? ","text":"Any potential good news coming week?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814405852","repostId":"1186003479","repostType":4,"isVote":1,"tweetType":1,"viewCount":2276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816191638,"gmtCreate":1630474722024,"gmtModify":1631890689646,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Cool. Need to be more flexible ","listText":"Cool. Need to be more flexible ","text":"Cool. Need to be more flexible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816191638","repostId":"1178578926","repostType":4,"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818962689,"gmtCreate":1630371285641,"gmtModify":1704959222684,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Cool ","listText":"Cool ","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818962689","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818968988,"gmtCreate":1630371167744,"gmtModify":1704959219592,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Time to relook into profile again? ","listText":"Time to relook into profile again? ","text":"Time to relook into profile again?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818968988","repostId":"2163381188","repostType":4,"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811884406,"gmtCreate":1630310020905,"gmtModify":1704958174589,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Happy Bithday to him and may him be long life ","listText":"Happy Bithday to him and may him be long life ","text":"Happy Bithday to him and may him be long life","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811884406","repostId":"1129827670","repostType":4,"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813473410,"gmtCreate":1630239573230,"gmtModify":1704957361462,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813473410","repostId":"1162964424","repostType":4,"repost":{"id":"1162964424","kind":"news","pubTimestamp":1630111098,"share":"https://www.laohu8.com/m/news/1162964424?lang=zh_CN&edition=full","pubTime":"2021-08-28 08:38","market":"us","language":"en","title":"Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162964424","media":"TheStreet","summary":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.IPhone users thinking of upgrading their devices this year should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.Bad news for consumers could be great news for Apple stock investors. If the price increase is con","content":"<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些组件的价格上涨,苹果的iPhone 13可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或者那些希望转向基于iOS的产品的用户)应该期待更深入地了解他们的口袋。DigiTimes报道称,由于零部件通胀,苹果的iPhone 13可能会在下个月以更高的价格推出。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是个坏消息,对苹果股票投资者来说可能是个好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,苹果公司可能会成为一个巨大的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>怎么回事?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max机型售价高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高3%至5%,这可能会导致尚未公布的iPhone 13价格出现类似上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能试图提高价格,而不相信这样做不会对新iPhone的需求产生实质性影响。苹果或许有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>引用吉姆·克莱默的话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市最令人担忧的阻力之一是通胀可能侵蚀企业利润率并导致2021-2022年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高的生产成本转嫁给消费者的公司可能会表现出色。这是Mad Money的吉姆·克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时……我想让你问问自己,如果公司提价,你会对提价麻木不仁吗?有哪些公司可以提价而不会激怒你?去买他们的股票。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么涨价也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界真正的运作方式。价格的变化往往会对一些关键变量产生影响,其中最重要的是需求。如果更高的价格不会对售出的单位产生太大影响或根本没有影响,那么这对收入以及最有可能的盈利来说是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一个需要考虑的问题是价格上涨是否完全或仅部分抵消了更高的成本。假设是后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。许多移动部件所呈现的复杂性使得很难确定更昂贵的iPhone未来可能会如何影响苹果的财务报表。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: How It Could Be A Great Inflation Play<blockquote>苹果股票:它如何成为一场伟大的通胀游戏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-08-28 08:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.</p><p><blockquote>由于某些组件的价格上涨,苹果的iPhone 13可能会让消费者花费更多。这对用户来说是个坏消息,但对苹果股票投资者来说可能是个好消息。</blockquote></p><p> IPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.</p><p><blockquote>考虑今年升级设备的IPhone用户(或者那些希望转向基于iOS的产品的用户)应该期待更深入地了解他们的口袋。DigiTimes报道称,由于零部件通胀,苹果的iPhone 13可能会在下个月以更高的价格推出。</blockquote></p><p> Bad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.</p><p><blockquote>对消费者来说是个坏消息,对苹果股票投资者来说可能是个好消息。如果价格上涨得到证实,这将提供证据表明,在人们担心生产者和消费者价格上涨的时期,苹果公司可能会成为一个巨大的通胀工具。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6f4ac9ebc1b90072340731dc5c1e613\" tg-width=\"1240\" tg-height=\"698\" referrerpolicy=\"no-referrer\"><span>Figure 1: Apple's iPhone 12 Pro.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1:苹果的iPhone 12 Pro。</span></p></blockquote></p><p> <b>What happened?</b></p><p><blockquote><b>怎么回事?</b></blockquote></p><p> The iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.</p><p><blockquote>iPhone已经被认为是一款昂贵的科技产品,在美国,满载的高端12 Pro Max机型售价高达1400美元(见下图)。由于今年的零部件短缺,芯片制造商台积电可能会将其对苹果的零部件价格提高3%至5%,这可能会导致尚未公布的iPhone 13价格出现类似上涨。</blockquote></p><p> It is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.</p><p><blockquote>世界上最大、最成功的消费品公司之一不太可能试图提高价格,而不相信这样做不会对新iPhone的需求产生实质性影响。苹果或许有能力提高价格,因为该公司了解其奢侈品牌的价值和吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0140b9b68bb9eb5dd7e88aaff384785d\" tg-width=\"707\" tg-height=\"370\" referrerpolicy=\"no-referrer\"><span>Figure 2: iPhone 12 Pro on Apple's store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2:苹果商店上的iPhone 12 Pro。</span></p></blockquote></p><p> <b>A quote from Jim Cramer</b></p><p><blockquote><b>引用吉姆·克莱默的话</b></blockquote></p><p> One of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.</p><p><blockquote>在可预见的未来,股市最令人担忧的阻力之一是通胀可能侵蚀企业利润率并导致2021-2022年利率上升。但如果生产者和消费者价格飙升,并非所有股票都会受到同等影响。</blockquote></p><p> Generally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:</p><p><blockquote>一般来说,拥有强大定价权、能够将较高的生产成本转嫁给消费者的公司可能会表现出色。这是Mad Money的吉姆·克莱默(Jim Cramer)最近提出的观点。以下是他的名言:</blockquote></p><p> “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.” <b>The impact to the P&L</b></p><p><blockquote>“当你试图思考这个市场上什么在起作用时……我想让你问问自己,如果公司提价,你会对提价麻木不仁吗?有哪些公司可以提价而不会激怒你?去买他们的股票。”<b>对损益的影响</b></blockquote></p><p> Are higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.</p><p><blockquote>价格上涨对公司的财务业绩是好事还是坏事?答案是微妙的,取决于几个因素。</blockquote></p><p> Holding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.</p><p><blockquote>在其他条件不变的情况下,更高的价格也意味着更高的收入(想想销售公式:价格乘以数量)。如果价格上涨与产品或运营成本的增加脱钩,那么涨价也有助于提高利润率,从而提高利润。</blockquote></p><p> However, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.</p><p><blockquote>然而,“保持其他一切不变”并不是世界真正的运作方式。价格的变化往往会对一些关键变量产生影响,其中最重要的是需求。如果更高的价格不会对售出的单位产生太大影响或根本没有影响,那么这对收入以及最有可能的盈利来说是个好消息。</blockquote></p><p> The other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.</p><p><blockquote>另一个需要考虑的问题是价格上涨是否完全或仅部分抵消了更高的成本。假设是后者,收入仍然可以受益,而不会对利润率和利润产生相应的积极影响。许多移动部件所呈现的复杂性使得很难确定更昂贵的iPhone未来可能会如何影响苹果的财务报表。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play\">TheStreet</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-how-it-could-be-a-great-inflation-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162964424","content_text":"Apple’s iPhone 13 could cost consumers more due to an increase in the price of certain components. This is bad news for users, but probably good news for Apple stock investors.\nIPhone users thinking of upgrading their devices this year (or those looking to switch to the iOS-based product) should expect to reach deeper into their pockets. DigiTimes has reported that Apple’s iPhone 13 could be launched next month at a higher price due to parts inflation.\nBad news for consumers could be great news for Apple stock investors. If the price increase is confirmed, it provides evidence that AAPL might be a great inflation play during these times of worry over rising producer and consumer prices.\nFigure 1: Apple's iPhone 12 Pro.\nWhat happened?\nThe iPhone is already considered a pricey tech gadget that can cost as much as $1,400 for the fully loaded, higher-end 12 Pro Max model in the US (see figure below). Due to this year’s components shortage, chip maker TSMC may raise its part prices to Apple by 3% to 5%, which could lead to a similar increase in the price of the yet-to-be-announced iPhone 13.\nIt is unlikely that one of the largest and most successful consumer product companies in the world would try to raise prices without confidence that doing so does not impact demand for the new iPhone substantially. Apple can probably afford to hike prices because the company understands the value and the appeal of its luxury brand.\nFigure 2: iPhone 12 Pro on Apple's store.\nA quote from Jim Cramer\nOne of the most concerning headwinds to stocks in the foreseeable future is the possibility of inflation eroding corporate margins and leading to higher interest rates in 2021-2022. But should producer and consumer prices spike, not all stocks will be impacted equally.\nGenerally speaking, companies with strong pricing power that are able to pass on the higher production costs to consumers will likely outperform. This is a point that Mad Money’s Jim Cramer has made recently. Here is his quote:\n\n “When you try to think of what’s working in this market... I want you to ask yourself, would you be insensitive to a price increase if the company put one through? [What are] the companies that can raise prices without infuriating you? Go buy their stocks.”\n\nThe impact to the P&L\nAre higher prices a good or a bad thing for a company’s financial performance? The answer is nuanced and depends on a few factors.\nHolding all else constant, higher prices also mean higher revenues (think of the formula for sales: price times quantity). If the increase in price is decoupled from an increase in product or operating costs, then the hike also helps to boost margins – thus profits as well.\nHowever, “holding all else constant” is not how the world really works. A change in price tends to have an impact on a few key variables, most important of which is demand. If higher prices do not impact units sold by much or at all, this is great news for revenues and, most likely, earnings.\nThe other piece to consider is whether the price hike fully or only partially offsets higher costs. Assuming the latter, revenues can still benefit without a corresponding positive effect on margins and profits. The complexity presented by the many moving parts makes it hard to determine with certainty how a more expensive iPhone may impact Apple’s financial statements in the future.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819657770,"gmtCreate":1630068726290,"gmtModify":1704955448943,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819657770","repostId":"2162427042","repostType":4,"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810439807,"gmtCreate":1629990512909,"gmtModify":1704954326018,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Yes ","listText":"Yes ","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810439807","repostId":"1160352065","repostType":4,"repost":{"id":"1160352065","kind":"news","pubTimestamp":1629989978,"share":"https://www.laohu8.com/m/news/1160352065?lang=zh_CN&edition=full","pubTime":"2021-08-26 22:59","market":"us","language":"en","title":"Female empowerment ETFs are at hit all-time highs on Women’s Equality Day<blockquote>女性赋权ETF在妇女平等日创下历史新高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1160352065","media":"Seeking Alpha","summary":"Two female empowerment ETFs are flirting with all-time highs on Women's Equality Day.\nThe two funds ","content":"<p>Two female empowerment ETFs are flirting with all-time highs on Women's Equality Day.</p><p><blockquote>两只女性赋权ETF在妇女平等日创下历史新高。</blockquote></p><p> The two funds are the <a href=\"https://laohu8.com/S/WOMN\">Impact Shares YWCA Women's Empowerment ETF</a> (NYSEARCA:WOMN) and <a href=\"https://laohu8.com/S/SHE\">SPDR SSGA Gender Diversity Index ETF</a> (NYSEARCA:SHE).</p><p><blockquote>这两只基金是<a href=\"https://laohu8.com/S/WOMN\">Impact Shares YWCA女性赋权ETF</a>(NYSEARCA:WOMN)和<a href=\"https://laohu8.com/S/SHE\">SPDR SSGA性别多样性指数ETF</a>(纽约证券交易所:她)。</blockquote></p><p> Aside from touching all-time highs on Wednesday of this week, these funds are also approaching a 20% YTD return. WOMN finds itself +18.75% YTD, and SHE is +17.58% YTD.</p><p><blockquote>除了本周三触及历史新高外,这些基金年初至今的回报率也接近20%。WOMN发现自己年初至今上涨了18.75%,而她年初至今上涨了17.58%。</blockquote></p><p> WOMN aims to track the Morningstar Women's Empowerment Index, which is intended to offer exposure to businesses worldwide with robust policies and practices in support of women's empowerment and gender equality.</p><p><blockquote>WOMN旨在跟踪晨星妇女赋权指数,该指数旨在向世界各地制定强有力的政策和实践来支持妇女赋权和性别平等的企业提供机会。</blockquote></p><p> WOMN also has 199 holdings, an expense ratio of 0.75%, and $30.9M assets under management.</p><p><blockquote>WOMN还持有199只股票,费用率为0.75%,管理资产为3090万美元。</blockquote></p><p> SHE tracks the SSGA Gender Diversity Index and seeks to offer exposure to US companies that demonstrate greater gender diversity within senior leadership than other firms in their sector.</p><p><blockquote>她跟踪SSGA性别多样性指数,并寻求接触那些在高级领导层中表现出比所在行业其他公司更大性别多样性的美国公司。</blockquote></p><p> SHE has 193 holdings, an expense ratio of 0.20%, and $363.7M assets under management.</p><p><blockquote>她持有193只股票,费用率为0.20%,管理资产为3.637亿美元。</blockquote></p><p> See how WOMN and SHE have compared against each other and the benchmark SPDR <a href=\"https://laohu8.com/S/SPY\">S&P500 ETF</a> (NYSEARCA:SPY). See the below a year-to-date chart.</p><p><blockquote>了解WOMN和她彼此以及基准SPDR的比较<a href=\"https://laohu8.com/S/SPY\">标准普尔500 ETF</a>(NYSEARCA:SPDR标普500指数ETF)。请看下面年初至今的图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/34495627809805449c4d41456aa2119e\" tg-width=\"720\" tg-height=\"253\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Female empowerment ETFs are at hit all-time highs on Women’s Equality Day<blockquote>女性赋权ETF在妇女平等日创下历史新高</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\">\nFemale empowerment ETFs are at hit all-time highs on Women’s Equality Day<blockquote>女性赋权ETF在妇女平等日创下历史新高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-26 22:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Two female empowerment ETFs are flirting with all-time highs on Women's Equality Day.</p><p><blockquote>两只女性赋权ETF在妇女平等日创下历史新高。</blockquote></p><p> The two funds are the <a href=\"https://laohu8.com/S/WOMN\">Impact Shares YWCA Women's Empowerment ETF</a> (NYSEARCA:WOMN) and <a href=\"https://laohu8.com/S/SHE\">SPDR SSGA Gender Diversity Index ETF</a> (NYSEARCA:SHE).</p><p><blockquote>这两只基金是<a href=\"https://laohu8.com/S/WOMN\">Impact Shares YWCA女性赋权ETF</a>(NYSEARCA:WOMN)和<a href=\"https://laohu8.com/S/SHE\">SPDR SSGA性别多样性指数ETF</a>(纽约证券交易所:她)。</blockquote></p><p> Aside from touching all-time highs on Wednesday of this week, these funds are also approaching a 20% YTD return. WOMN finds itself +18.75% YTD, and SHE is +17.58% YTD.</p><p><blockquote>除了本周三触及历史新高外,这些基金年初至今的回报率也接近20%。WOMN发现自己年初至今上涨了18.75%,而她年初至今上涨了17.58%。</blockquote></p><p> WOMN aims to track the Morningstar Women's Empowerment Index, which is intended to offer exposure to businesses worldwide with robust policies and practices in support of women's empowerment and gender equality.</p><p><blockquote>WOMN旨在跟踪晨星妇女赋权指数,该指数旨在向世界各地制定强有力的政策和实践来支持妇女赋权和性别平等的企业提供机会。</blockquote></p><p> WOMN also has 199 holdings, an expense ratio of 0.75%, and $30.9M assets under management.</p><p><blockquote>WOMN还持有199只股票,费用率为0.75%,管理资产为3090万美元。</blockquote></p><p> SHE tracks the SSGA Gender Diversity Index and seeks to offer exposure to US companies that demonstrate greater gender diversity within senior leadership than other firms in their sector.</p><p><blockquote>她跟踪SSGA性别多样性指数,并寻求接触那些在高级领导层中表现出比所在行业其他公司更大性别多样性的美国公司。</blockquote></p><p> SHE has 193 holdings, an expense ratio of 0.20%, and $363.7M assets under management.</p><p><blockquote>她持有193只股票,费用率为0.20%,管理资产为3.637亿美元。</blockquote></p><p> See how WOMN and SHE have compared against each other and the benchmark SPDR <a href=\"https://laohu8.com/S/SPY\">S&P500 ETF</a> (NYSEARCA:SPY). See the below a year-to-date chart.</p><p><blockquote>了解WOMN和她彼此以及基准SPDR的比较<a href=\"https://laohu8.com/S/SPY\">标准普尔500 ETF</a>(NYSEARCA:SPDR标普500指数ETF)。请看下面年初至今的图表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/34495627809805449c4d41456aa2119e\" tg-width=\"720\" tg-height=\"253\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3734524-female-empowerment-etfs-are-at-hit-all-time-highs-on-womens-equality-day\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WOMN":"Impact Shares YWCA Womens Empowerment ETF","SPY":"标普500ETF","SHE":"SPDR MSCI USA Gender Diversity ETF"},"source_url":"https://seekingalpha.com/news/3734524-female-empowerment-etfs-are-at-hit-all-time-highs-on-womens-equality-day","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160352065","content_text":"Two female empowerment ETFs are flirting with all-time highs on Women's Equality Day.\nThe two funds are the Impact Shares YWCA Women's Empowerment ETF (NYSEARCA:WOMN) and SPDR SSGA Gender Diversity Index ETF (NYSEARCA:SHE).\nAside from touching all-time highs on Wednesday of this week, these funds are also approaching a 20% YTD return. WOMN finds itself +18.75% YTD, and SHE is +17.58% YTD.\nWOMN aims to track the Morningstar Women's Empowerment Index, which is intended to offer exposure to businesses worldwide with robust policies and practices in support of women's empowerment and gender equality.\nWOMN also has 199 holdings, an expense ratio of 0.75%, and $30.9M assets under management.\nSHE tracks the SSGA Gender Diversity Index and seeks to offer exposure to US companies that demonstrate greater gender diversity within senior leadership than other firms in their sector.\nSHE has 193 holdings, an expense ratio of 0.20%, and $363.7M assets under management.\nSee how WOMN and SHE have compared against each other and the benchmark SPDR S&P500 ETF (NYSEARCA:SPY). See the below a year-to-date chart.","news_type":1,"symbols_score_info":{"SPY":0.9,"WOMN":0.9,"SHE":0.9}},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837679417,"gmtCreate":1629888118039,"gmtModify":1631890689666,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Need it to up and up more ","listText":"Need it to up and up more ","text":"Need it to up and up more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837679417","repostId":"1130607841","repostType":4,"repost":{"id":"1130607841","kind":"news","pubTimestamp":1629885478,"share":"https://www.laohu8.com/m/news/1130607841?lang=zh_CN&edition=full","pubTime":"2021-08-25 17:57","market":"us","language":"en","title":"Oatly soars after laying out plan to boost production during investor meeting<blockquote>Oatly在投资者会议上制定增产计划后股价飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130607841","media":"Seeking Alpha","summary":"Oatly Group AB (OTLY) rallies after the company issued a positive update during an investor meeting ","content":"<p><a href=\"https://laohu8.com/S/OTLY\">Oatly Group AB</a> (OTLY) rallies after the company issued a positive update during an investor meeting with Bank of America.</p><p><blockquote><a href=\"https://laohu8.com/S/OTLY\">奥特利集团AB</a>(OTLY)在与美国银行的投资者会议上发布积极的最新消息后股价上涨。</blockquote></p><p> Oatly management expressed confidence in the company's ability to meet the growing demand for the oat milk products.</p><p><blockquote>Oatly管理层对公司满足燕麦奶产品不断增长的需求的能力表示信心。</blockquote></p><p> Key takeaways from the OTLY-BofA meeting include Oatly saying that its main priority is to ramp production and continue to build capacity for oat milk, and that demand for oat milk shows no signs of slowing down. OTLY's manufacturing process is also noted to be highly differentiated versus peers to give it an edge versus competitors. Capping of the high points, white space opportunities for oat milk are seen by management.</p><p><blockquote>OTLY-美国银行会议的主要要点包括Oatly表示,其主要优先事项是提高产量并继续建设燕麦奶产能,并且对燕麦奶的需求没有放缓的迹象。值得注意的是,OTLY的制造工艺与同行相比具有高度差异化,使其相对于竞争对手具有优势。高点封顶,燕麦奶的空白机会被管理层看到了。</blockquote></p><p> BofA has a Buy rating on Oatly (NASDAQ:OTLY).</p><p><blockquote>美国银行对Oatly(纳斯达克:OTLY)给予买入评级。</blockquote></p><p> OTLY trades at its highest level in two weeks, but is still down 38% from its IPO high.</p><p><blockquote>OTLY的交易价格达到两周来的最高水平,但仍较IPO高点下跌38%。</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>Oatly soars after laying out plan to boost production during investor meeting<blockquote>Oatly在投资者会议上制定增产计划后股价飙升</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\">\nOatly soars after laying out plan to boost production during investor meeting<blockquote>Oatly在投资者会议上制定增产计划后股价飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-08-25 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/OTLY\">Oatly Group AB</a> (OTLY) rallies after the company issued a positive update during an investor meeting with Bank of America.</p><p><blockquote><a href=\"https://laohu8.com/S/OTLY\">奥特利集团AB</a>(OTLY)在与美国银行的投资者会议上发布积极的最新消息后股价上涨。</blockquote></p><p> Oatly management expressed confidence in the company's ability to meet the growing demand for the oat milk products.</p><p><blockquote>Oatly管理层对公司满足燕麦奶产品不断增长的需求的能力表示信心。</blockquote></p><p> Key takeaways from the OTLY-BofA meeting include Oatly saying that its main priority is to ramp production and continue to build capacity for oat milk, and that demand for oat milk shows no signs of slowing down. OTLY's manufacturing process is also noted to be highly differentiated versus peers to give it an edge versus competitors. Capping of the high points, white space opportunities for oat milk are seen by management.</p><p><blockquote>OTLY-美国银行会议的主要要点包括Oatly表示,其主要优先事项是提高产量并继续建设燕麦奶产能,并且对燕麦奶的需求没有放缓的迹象。值得注意的是,OTLY的制造工艺与同行相比具有高度差异化,使其相对于竞争对手具有优势。高点封顶,燕麦奶的空白机会被管理层看到了。</blockquote></p><p> BofA has a Buy rating on Oatly (NASDAQ:OTLY).</p><p><blockquote>美国银行对Oatly(纳斯达克:OTLY)给予买入评级。</blockquote></p><p> OTLY trades at its highest level in two weeks, but is still down 38% from its IPO high.</p><p><blockquote>OTLY的交易价格达到两周来的最高水平,但仍较IPO高点下跌38%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3733623-oatly-soars-after-laying-out-plan-to-boost-production-during-investor-meeting\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OTLY":"Oatly Group AB"},"source_url":"https://seekingalpha.com/news/3733623-oatly-soars-after-laying-out-plan-to-boost-production-during-investor-meeting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130607841","content_text":"Oatly Group AB (OTLY) rallies after the company issued a positive update during an investor meeting with Bank of America.\nOatly management expressed confidence in the company's ability to meet the growing demand for the oat milk products.\nKey takeaways from the OTLY-BofA meeting include Oatly saying that its main priority is to ramp production and continue to build capacity for oat milk, and that demand for oat milk shows no signs of slowing down. OTLY's manufacturing process is also noted to be highly differentiated versus peers to give it an edge versus competitors. Capping of the high points, white space opportunities for oat milk are seen by management.\nBofA has a Buy rating on Oatly (NASDAQ:OTLY).\nOTLY trades at its highest level in two weeks, but is still down 38% from its IPO high.","news_type":1,"symbols_score_info":{"OTLY":0.9}},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835611013,"gmtCreate":1629710224732,"gmtModify":1631893794449,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Look good? ","listText":"Look good? ","text":"Look good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/835611013","repostId":"2161242387","repostType":4,"repost":{"id":"2161242387","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629708768,"share":"https://www.laohu8.com/m/news/2161242387?lang=zh_CN&edition=full","pubTime":"2021-08-23 16:52","market":"us","language":"en","title":"5 Stocks To Watch For August 23, 2021<blockquote>2021年8月23日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2161242387","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li>Wall Street expects <b> <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc</b> (NYSE:PANW) to report quarterly earnings at $1.43 per share on revenue of $1.17 billion after the closing bell. Palo Alto shares rose 1.2% to close at $367.46 on Monday.</li> <li>The mRNA vaccine developed by <b>Pfizer, Inc. </b> (NYSE:PFE) and its partner <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> – ADR</b> (NASDAQ:BNTX) against the novel coronavirus could receive full approval as early as Monday, the New York Times reported. Their vaccine was the first to receive emergency use authorization from the U.S. Food and Drug Administration. Pfizer shares gained 2.7% to $50.03 in pre-market trading, while BioNTech shares jumped 4.9% to $365.76 in the pre-market trading session.</li> </ul> <ul> <li>Analysts expect <b> JD.Com Inc</b> (NASDAQ:JD) to report results for the three months and six months ended June 30, 202 before the markets open. JD.Com shares fell 0.8% to $63.11 in pre-market trading.</li> <li><b>Bit Digital Inc</b> (NASDAQ:BTBT) reported a net loss of $1.3 million, or $0.03 per share for the second quarter, versus a year-ago net loss of $0.3 million, or $0.01 per share in the year-ago period. Revenue from bitcoin mining came in at $28.3 million. Bit Digital shares gained 7% to $12.80 in the pre-market trading session.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b><a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>Inc</b>(纽约证券交易所股票代码:PANW)收盘后公布季度收益为每股1.43美元,营收为11.7亿美元。帕洛阿尔托股价周一上涨1.2%,收于367.46美元。</li><li>开发的mRNA疫苗<b>辉瑞公司。</b>(纽约证券交易所代码:PFE)及其合作伙伴<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>-ADR</b>据《纽约时报》报道,(纳斯达克:BNTX)针对新型冠状病毒的药物最早可能于周一获得全面批准。他们的疫苗是第一个获得美国紧急使用授权的。食品和药物管理局。辉瑞股价在盘前交易中上涨2.7%,至50.03美元,而BioNTech股价在盘前交易时段上涨4.9%,至365.76美元。</li></ul><ul><li>分析师预计<b>京东公司</b>(纳斯达克:JD)将在开市前报告截至202年6月30日的三个月和六个月的业绩。京东股价在盘前交易中下跌0.8%,至63.11美元。</li><li><b>比特数字公司</b>(纳斯达克股票代码:BTBT)报告第二季度净亏损130万美元,即每股0.03美元,而去年同期净亏损30万美元,即每股0.01美元。比特币矿业的收入为2830万美元。Bit Digital股价在盘前交易时段上涨7%,至12.80美元。</li></ul></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>5 Stocks To Watch For August 23, 2021<blockquote>2021年8月23日值得关注的5只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For August 23, 2021<blockquote>2021年8月23日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-23 16:52</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li>Wall Street expects <b> <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc</b> (NYSE:PANW) to report quarterly earnings at $1.43 per share on revenue of $1.17 billion after the closing bell. Palo Alto shares rose 1.2% to close at $367.46 on Monday.</li> <li>The mRNA vaccine developed by <b>Pfizer, Inc. </b> (NYSE:PFE) and its partner <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a> – ADR</b> (NASDAQ:BNTX) against the novel coronavirus could receive full approval as early as Monday, the New York Times reported. Their vaccine was the first to receive emergency use authorization from the U.S. Food and Drug Administration. Pfizer shares gained 2.7% to $50.03 in pre-market trading, while BioNTech shares jumped 4.9% to $365.76 in the pre-market trading session.</li> </ul> <ul> <li>Analysts expect <b> JD.Com Inc</b> (NASDAQ:JD) to report results for the three months and six months ended June 30, 202 before the markets open. JD.Com shares fell 0.8% to $63.11 in pre-market trading.</li> <li><b>Bit Digital Inc</b> (NASDAQ:BTBT) reported a net loss of $1.3 million, or $0.03 per share for the second quarter, versus a year-ago net loss of $0.3 million, or $0.01 per share in the year-ago period. Revenue from bitcoin mining came in at $28.3 million. Bit Digital shares gained 7% to $12.80 in the pre-market trading session.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b><a href=\"https://laohu8.com/S/PANW\">帕洛阿尔托网络</a>Inc</b>(纽约证券交易所股票代码:PANW)收盘后公布季度收益为每股1.43美元,营收为11.7亿美元。帕洛阿尔托股价周一上涨1.2%,收于367.46美元。</li><li>开发的mRNA疫苗<b>辉瑞公司。</b>(纽约证券交易所代码:PFE)及其合作伙伴<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>-ADR</b>据《纽约时报》报道,(纳斯达克:BNTX)针对新型冠状病毒的药物最早可能于周一获得全面批准。他们的疫苗是第一个获得美国紧急使用授权的。食品和药物管理局。辉瑞股价在盘前交易中上涨2.7%,至50.03美元,而BioNTech股价在盘前交易时段上涨4.9%,至365.76美元。</li></ul><ul><li>分析师预计<b>京东公司</b>(纳斯达克:JD)将在开市前报告截至202年6月30日的三个月和六个月的业绩。京东股价在盘前交易中下跌0.8%,至63.11美元。</li><li><b>比特数字公司</b>(纳斯达克股票代码:BTBT)报告第二季度净亏损130万美元,即每股0.03美元,而去年同期净亏损30万美元,即每股0.01美元。比特币矿业的收入为2830万美元。Bit Digital股价在盘前交易时段上涨7%,至12.80美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09618":"京东集团-SW","BTBT":"Bit Digital, Inc.","BNTX":"BioNTech SE","QNETCN":"纳斯达克中美互联网老虎指数","JD":"京东","PFE":"辉瑞","PANW":"Palo Alto Networks"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161242387","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects Palo Alto Networks Inc (NYSE:PANW) to report quarterly earnings at $1.43 per share on revenue of $1.17 billion after the closing bell. Palo Alto shares rose 1.2% to close at $367.46 on Monday.\nThe mRNA vaccine developed by Pfizer, Inc. (NYSE:PFE) and its partner BioNTech SE – ADR (NASDAQ:BNTX) against the novel coronavirus could receive full approval as early as Monday, the New York Times reported. Their vaccine was the first to receive emergency use authorization from the U.S. Food and Drug Administration. Pfizer shares gained 2.7% to $50.03 in pre-market trading, while BioNTech shares jumped 4.9% to $365.76 in the pre-market trading session.\n\n\nAnalysts expect JD.Com Inc (NASDAQ:JD) to report results for the three months and six months ended June 30, 202 before the markets open. JD.Com shares fell 0.8% to $63.11 in pre-market trading.\nBit Digital Inc (NASDAQ:BTBT) reported a net loss of $1.3 million, or $0.03 per share for the second quarter, versus a year-ago net loss of $0.3 million, or $0.01 per share in the year-ago period. Revenue from bitcoin mining came in at $28.3 million. Bit Digital shares gained 7% to $12.80 in the pre-market trading session.","news_type":1,"symbols_score_info":{"BNTX":0.9,"09618":0.9,"QNETCN":0.9,"PANW":0.9,"PFE":0.9,"JD":0.9,"BTBT":0.9}},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832247359,"gmtCreate":1629645303171,"gmtModify":1631893794452,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Yes ","listText":"Yes ","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832247359","repostId":"2161743804","repostType":4,"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832908568,"gmtCreate":1629552657654,"gmtModify":1631893794454,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Nice. Cool","listText":"Nice. Cool","text":"Nice. Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832908568","repostId":"2161745179","repostType":4,"isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832908360,"gmtCreate":1629552629050,"gmtModify":1631893794458,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/832908360","repostId":"1114812009","repostType":4,"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831016938,"gmtCreate":1629272657324,"gmtModify":1631893794462,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Thanks ","listText":"Thanks ","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831016938","repostId":"1114320591","repostType":4,"repost":{"id":"1114320591","kind":"news","pubTimestamp":1629255336,"share":"https://www.laohu8.com/m/news/1114320591?lang=zh_CN&edition=full","pubTime":"2021-08-18 10:55","market":"us","language":"en","title":"3 Stocks I'm Never Selling<blockquote>我永远不会出售的3只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114320591","media":"Motley Fool","summary":"The best investors in the world swear by holding high-quality companies for decades on end. These stocks fit that bill.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Time plus patience adds up to wealth-building results in the stock market.</li> <li>These three business titans are leaders in their fields.</li> <li>They are also built to last for a very long time.</li> </ul> </p><p><blockquote><ul><li>时间加上耐心,就能在股市中积累财富。</li><li>这三个商业巨头都是各自领域的领导者。</li><li>它们也可以持续很长时间。</li></ul></blockquote></p><p> I'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.</p><p><blockquote>我即将向您展示我最喜欢的股票。有时我投资时着眼于未来几年的丰厚回报。我预计这些产品将在未来几年甚至几十年内继续跑赢市场。要把它们从我的投资组合中撬出来需要很大的努力。</blockquote></p><p> Let me show you why I intend to hold <b>Netflix</b>(NASDAQ:NFLX),<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL), and <b>Walt Disney</b>(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.</p><p><blockquote>让我告诉你为什么我打算持有<b>Netflix</b>(纳斯达克:NFLX),<b>Alphabet</b>(纳斯达克:GOOG)(纳斯达克:GOOGL),以及<b>迪斯尼</b>(纽约证券交易所股票代码:DIS)长期来看。这些股票可能不是每个投资者都能永远持有的股票,但你绝对应该仔细看看这些顶级投资。</blockquote></p><p> <b>1. Netflix</b></p><p><blockquote><b>1.奈飞</b></blockquote></p><p> First, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in 2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.</p><p><blockquote>首先,你知道网飞是红色邮购DVD租赁的发送者。该公司于2007年将数字视频流作为DVD客户的免费附加服务推出,然后于2011年将流媒体业务分离为单独的订阅服务。Qwikster事件是一个巨大的营销混乱,当然可以处理得更好,但从长远来看,这绝对是正确的想法。</blockquote></p><p> Going all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:</p><p><blockquote>全力投入全数字流媒体服务使Netflix能够在全球范围内推出付费订阅计划,并辅以对原创内容的雄心勃勃的关注。用户数量从2011年夏天的2600万飙升至今天的2.09亿。这种奇妙的趋势为公司的营收和利润创造了奇迹:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/646be4c2a73d68810e962c19efe82476\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>NFLX REVENUE (TTM) DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NFLX收入(TTM)数据。</span></p></blockquote></p><p> Netflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.</p><p><blockquote>Netflix看到了引领收费进入一个全新市场的机会,与DVD邮寄业务相比,该市场的基础设施成本较低,并且具有巨大的全球增长潜力。因此,在美国视频租赁行业占据主导地位的DVD业务被毫不客气地抛到了一边,取而代之的是更好的想法。</blockquote></p><p> These days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.</p><p><blockquote>如今,网飞是一家屡获殊荣的内容生产商,在每个重要市场都拥有无与伦比的分销网络(中国除外,该公司必须通过当地合作伙伴运营)。自Qwikster事件以来,该股的回报率为2,240%,复合年增长率(CAGR)为35.8%。</blockquote></p><p> <b>2. Alphabet</b></p><p><blockquote><b>2.Alphabet</b></blockquote></p><p> Alphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.</p><p><blockquote>Alphabet是在线服务巨头谷歌的母公司。最初是斯坦福大学的一个学生项目,很快发展成为世界领先的在线搜索工具。再加上谷歌数字广告工具的赚钱能力,该公司在早期就产生了强劲的现金流。现金利润被再投资于更多的商业想法。谷歌最终在网络浏览器、在线视频、电子邮件和智能手机软件等重要领域建立或购买了拥有无与伦比市场份额的服务。</blockquote></p><p> By 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.</p><p><blockquote>到2015年,联合创始人谢尔盖·布林(Sergey Brin)和拉里·佩奇(Larry Page)得出结论,谷歌的主要搜索和广告业务最终必须逐渐消失,被移动替代品和其他创新所取代。所以公司做了一些大的改变。谷歌聘请了首席财务官露丝·波拉特(Ruth Porat),她是一位在大型企业融资方面拥有数十年经验的银行业高管。同年晚些时候,该公司更名为Alphabet,并重组为一个由不同业务组成的松散企业集团。</blockquote></p><p> Google is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.</p><p><blockquote>谷歌仍是Alphabet的中坚力量,2020年占控股公司总销售额的99.6%。尽管在自动驾驶汽车和光纤互联网连接领域取得了一些进展,但非谷歌业务仍在定期亏损。与此同时,该公司正在为不确定的未来做准备,开发大量具有巨大长期增长前景和同样大的发展风险的线上和线下业务项目。</blockquote></p><p> If the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.</p><p><blockquote>如果自动驾驶汽车从长远来看行不通,Alphabet可能会在医学研究或新型风能发电机中找到提款机。我们甚至可能从未听说过Alphabet庞大投资组合中的下一个大赢家。如果Alphabet开始从人工智能工具或抗癌药物中赚大钱,大多数消费者可能根本不会认为这些东西是谷歌的业务。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb97b6814df65240bd8f0b4a0690e77e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>GOOGL REVENUE (TTM) DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的GOOGL收入(TTM)数据。</span></p></blockquote></p><p></p><p> Alphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.</p><p><blockquote>Alphabet将继续利用其谷歌传统,但当基于浏览器的搜索和广告业务开始动摇时,也不乏完全不相关的业务可以接管。在此之前,传统搜索业务正在蓬勃发展,Alphabet在10年内回报了投资者912%的回报。年增长率为23.3%。</blockquote></p><p> <b>3. Walt Disney</b></p><p><blockquote><b>3.华特迪士尼</b></blockquote></p><p> And then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.</p><p><blockquote>然后是近百年的娱乐巨头。老鼠之家是由两个有远见的卡通制作兄弟于1923年创建的。该公司经历了一次世界大战、几次严重的经济衰退、10年来分销和生产技术的进步等等。</blockquote></p><p> The leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.</p><p><blockquote>你今天看到的休闲和娱乐集团与最初的业务相去甚远,最初的业务是一个纯粹的卡通制作工作室。迪士尼世界和迪士尼乐园是文化的试金石。该公司是酒店和度假村服务的领先提供商,包括邮轮公司。我想不出还有哪家公司能像迪士尼一样有效地掌握知识产权货币化的艺术。知识产权——大多数美国人烂熟于心的角色、虚构世界和故事情节——将永远是迪士尼业务的命脉。</blockquote></p><p> Times are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.</p><p><blockquote>现在的日子很艰难,因为冠状病毒大流行关闭了世界各地的电影院、主题公园、度假村和游轮。因此,迪士尼认真审视了娱乐业的剧烈变化,并决定全力支持流媒体平台。</blockquote></p><p> The company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.</p><p><blockquote>该公司已经自上而下进行了重组,以支持迪士尼的流媒体平台。Disney+、Hulu、Hotstar和ESPN+流媒体服务准备在全球媒体流媒体市场挑战网飞,2021年第三季度用户总数达到1.74亿。迪士尼在健康危机最黑暗的日子里承担了一些额外的债务,并且很可能会使用部分闲钱来加速其流媒体业务。</blockquote></p><p> The coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.</p><p><blockquote>冠状病毒让迪士尼措手不及,但管理层毫不犹豫地立即采取行动。整个庞然大物现在正朝着不同的方向前进,得到了让公司走到这一步的同样的讲故事资产宝库的支持。从长远来看,这家管理极其良好的公司也跑赢了市场,10年涨幅为439%,复合年增长率为13%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/110cd288830d0e354767349fe36259e6\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>The common denominator</b></p><p><blockquote><b>共同点</b></blockquote></p><p> These three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.</p><p><blockquote>这三家公司非常不同,但它们仍然有一个非常重要的共同点。我在寻找面对顺境和逆境的灵活性。如果你的公司准备在周围的商业环境发生变化时对其运营计划进行重大改变,你知道你有一个经得起时间考验的组织。</blockquote></p><p> Lots of time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.</p><p><blockquote>大量的市场时间等于财富积累的回报。这是你可以从本杰明·格雷厄姆的著作和他的明星学生沃伦·巴菲特的出色成绩中学到的主要教训。积累改变生活的财富并不需要几年的惊人回报。你所需要的只是几十年的稳定收益。</blockquote></p><p> For example, an annual return of 10% -- in line with the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.</p><p><blockquote>例如,10%的年回报率(与长期市场平均水平一致)相当于20年内673%的利润。在这个漫长的时间尺度上,以微弱优势击败街道会产生很大的影响。将您的平均收益提高到11%,您将在这20年内看到806%的回报。更大的增长会带来更大的长期总回报。上面讨论的三只股票的表现比这更好,从长远来看,它们的生存几乎是由市场条件需要时做出改变的意愿来保证的。</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>3 Stocks I'm Never Selling<blockquote>我永远不会出售的3只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks I'm Never Selling<blockquote>我永远不会出售的3只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-08-18 10:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul> <li>Time plus patience adds up to wealth-building results in the stock market.</li> <li>These three business titans are leaders in their fields.</li> <li>They are also built to last for a very long time.</li> </ul> </p><p><blockquote><ul><li>时间加上耐心,就能在股市中积累财富。</li><li>这三个商业巨头都是各自领域的领导者。</li><li>它们也可以持续很长时间。</li></ul></blockquote></p><p> I'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.</p><p><blockquote>我即将向您展示我最喜欢的股票。有时我投资时着眼于未来几年的丰厚回报。我预计这些产品将在未来几年甚至几十年内继续跑赢市场。要把它们从我的投资组合中撬出来需要很大的努力。</blockquote></p><p> Let me show you why I intend to hold <b>Netflix</b>(NASDAQ:NFLX),<b>Alphabet</b>(NASDAQ:GOOG)(NASDAQ:GOOGL), and <b>Walt Disney</b>(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.</p><p><blockquote>让我告诉你为什么我打算持有<b>Netflix</b>(纳斯达克:NFLX),<b>Alphabet</b>(纳斯达克:GOOG)(纳斯达克:GOOGL),以及<b>迪斯尼</b>(纽约证券交易所股票代码:DIS)长期来看。这些股票可能不是每个投资者都能永远持有的股票,但你绝对应该仔细看看这些顶级投资。</blockquote></p><p> <b>1. Netflix</b></p><p><blockquote><b>1.奈飞</b></blockquote></p><p> First, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in 2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.</p><p><blockquote>首先,你知道网飞是红色邮购DVD租赁的发送者。该公司于2007年将数字视频流作为DVD客户的免费附加服务推出,然后于2011年将流媒体业务分离为单独的订阅服务。Qwikster事件是一个巨大的营销混乱,当然可以处理得更好,但从长远来看,这绝对是正确的想法。</blockquote></p><p> Going all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:</p><p><blockquote>全力投入全数字流媒体服务使Netflix能够在全球范围内推出付费订阅计划,并辅以对原创内容的雄心勃勃的关注。用户数量从2011年夏天的2600万飙升至今天的2.09亿。这种奇妙的趋势为公司的营收和利润创造了奇迹:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/646be4c2a73d68810e962c19efe82476\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>NFLX REVENUE (TTM) DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的NFLX收入(TTM)数据。</span></p></blockquote></p><p> Netflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.</p><p><blockquote>Netflix看到了引领收费进入一个全新市场的机会,与DVD邮寄业务相比,该市场的基础设施成本较低,并且具有巨大的全球增长潜力。因此,在美国视频租赁行业占据主导地位的DVD业务被毫不客气地抛到了一边,取而代之的是更好的想法。</blockquote></p><p> These days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.</p><p><blockquote>如今,网飞是一家屡获殊荣的内容生产商,在每个重要市场都拥有无与伦比的分销网络(中国除外,该公司必须通过当地合作伙伴运营)。自Qwikster事件以来,该股的回报率为2,240%,复合年增长率(CAGR)为35.8%。</blockquote></p><p> <b>2. Alphabet</b></p><p><blockquote><b>2.Alphabet</b></blockquote></p><p> Alphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.</p><p><blockquote>Alphabet是在线服务巨头谷歌的母公司。最初是斯坦福大学的一个学生项目,很快发展成为世界领先的在线搜索工具。再加上谷歌数字广告工具的赚钱能力,该公司在早期就产生了强劲的现金流。现金利润被再投资于更多的商业想法。谷歌最终在网络浏览器、在线视频、电子邮件和智能手机软件等重要领域建立或购买了拥有无与伦比市场份额的服务。</blockquote></p><p> By 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.</p><p><blockquote>到2015年,联合创始人谢尔盖·布林(Sergey Brin)和拉里·佩奇(Larry Page)得出结论,谷歌的主要搜索和广告业务最终必须逐渐消失,被移动替代品和其他创新所取代。所以公司做了一些大的改变。谷歌聘请了首席财务官露丝·波拉特(Ruth Porat),她是一位在大型企业融资方面拥有数十年经验的银行业高管。同年晚些时候,该公司更名为Alphabet,并重组为一个由不同业务组成的松散企业集团。</blockquote></p><p> Google is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.</p><p><blockquote>谷歌仍是Alphabet的中坚力量,2020年占控股公司总销售额的99.6%。尽管在自动驾驶汽车和光纤互联网连接领域取得了一些进展,但非谷歌业务仍在定期亏损。与此同时,该公司正在为不确定的未来做准备,开发大量具有巨大长期增长前景和同样大的发展风险的线上和线下业务项目。</blockquote></p><p> If the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.</p><p><blockquote>如果自动驾驶汽车从长远来看行不通,Alphabet可能会在医学研究或新型风能发电机中找到提款机。我们甚至可能从未听说过Alphabet庞大投资组合中的下一个大赢家。如果Alphabet开始从人工智能工具或抗癌药物中赚大钱,大多数消费者可能根本不会认为这些东西是谷歌的业务。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb97b6814df65240bd8f0b4a0690e77e\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"><span>GOOGL REVENUE (TTM) DATA BY YCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>YCHARTS提供的GOOGL收入(TTM)数据。</span></p></blockquote></p><p></p><p> Alphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.</p><p><blockquote>Alphabet将继续利用其谷歌传统,但当基于浏览器的搜索和广告业务开始动摇时,也不乏完全不相关的业务可以接管。在此之前,传统搜索业务正在蓬勃发展,Alphabet在10年内回报了投资者912%的回报。年增长率为23.3%。</blockquote></p><p> <b>3. Walt Disney</b></p><p><blockquote><b>3.华特迪士尼</b></blockquote></p><p> And then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.</p><p><blockquote>然后是近百年的娱乐巨头。老鼠之家是由两个有远见的卡通制作兄弟于1923年创建的。该公司经历了一次世界大战、几次严重的经济衰退、10年来分销和生产技术的进步等等。</blockquote></p><p> The leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.</p><p><blockquote>你今天看到的休闲和娱乐集团与最初的业务相去甚远,最初的业务是一个纯粹的卡通制作工作室。迪士尼世界和迪士尼乐园是文化的试金石。该公司是酒店和度假村服务的领先提供商,包括邮轮公司。我想不出还有哪家公司能像迪士尼一样有效地掌握知识产权货币化的艺术。知识产权——大多数美国人烂熟于心的角色、虚构世界和故事情节——将永远是迪士尼业务的命脉。</blockquote></p><p> Times are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.</p><p><blockquote>现在的日子很艰难,因为冠状病毒大流行关闭了世界各地的电影院、主题公园、度假村和游轮。因此,迪士尼认真审视了娱乐业的剧烈变化,并决定全力支持流媒体平台。</blockquote></p><p> The company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.</p><p><blockquote>该公司已经自上而下进行了重组,以支持迪士尼的流媒体平台。Disney+、Hulu、Hotstar和ESPN+流媒体服务准备在全球媒体流媒体市场挑战网飞,2021年第三季度用户总数达到1.74亿。迪士尼在健康危机最黑暗的日子里承担了一些额外的债务,并且很可能会使用部分闲钱来加速其流媒体业务。</blockquote></p><p> The coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.</p><p><blockquote>冠状病毒让迪士尼措手不及,但管理层毫不犹豫地立即采取行动。整个庞然大物现在正朝着不同的方向前进,得到了让公司走到这一步的同样的讲故事资产宝库的支持。从长远来看,这家管理极其良好的公司也跑赢了市场,10年涨幅为439%,复合年增长率为13%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/110cd288830d0e354767349fe36259e6\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:盖蒂图片社。</span></p></blockquote></p><p> <b>The common denominator</b></p><p><blockquote><b>共同点</b></blockquote></p><p> These three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.</p><p><blockquote>这三家公司非常不同,但它们仍然有一个非常重要的共同点。我在寻找面对顺境和逆境的灵活性。如果你的公司准备在周围的商业环境发生变化时对其运营计划进行重大改变,你知道你有一个经得起时间考验的组织。</blockquote></p><p> Lots of time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.</p><p><blockquote>大量的市场时间等于财富积累的回报。这是你可以从本杰明·格雷厄姆的著作和他的明星学生沃伦·巴菲特的出色成绩中学到的主要教训。积累改变生活的财富并不需要几年的惊人回报。你所需要的只是几十年的稳定收益。</blockquote></p><p> For example, an annual return of 10% -- in line with the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.</p><p><blockquote>例如,10%的年回报率(与长期市场平均水平一致)相当于20年内673%的利润。在这个漫长的时间尺度上,以微弱优势击败街道会产生很大的影响。将您的平均收益提高到11%,您将在这20年内看到806%的回报。更大的增长会带来更大的长期总回报。上面讨论的三只股票的表现比这更好,从长远来看,它们的生存几乎是由市场条件需要时做出改变的意愿来保证的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/08/17/3-stocks-im-never-selling/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114320591","content_text":"Key Points\n\nTime plus patience adds up to wealth-building results in the stock market.\nThese three business titans are leaders in their fields.\nThey are also built to last for a very long time.\n\n\nI'm about to show you my favorite stocks. Sometimes I invest with an eye to strong returns over the next few years. These are the ones that I expect to keep beating the market for the years and decades to come. It will take a lot to pry them out of my portfolio.\nLet me show you why I intend to hold Netflix(NASDAQ:NFLX),Alphabet(NASDAQ:GOOG)(NASDAQ:GOOGL), and Walt Disney(NYSE:DIS)for the long haul. These stocks may not be slam-dunk forever holdings for every investor, but you should absolutely take a close look at these top-notch investments.\n1. Netflix\nFirst, you knew Netflix as the sender of red mail-order DVD rentals. The company introduced digital video streams as a free add-on for DVD customers in 2007, then separated the streaming business into a separate subscription service in 2011. The Qwikster event was a big marketing mess and could certainly have been handled better, but it was absolutely the right idea in the long run.\nGoing all-in on the all-digital streaming service allowed Netflix to roll out its paid subscription plans on a global scale, supplemented by an ambitious focus on original content. The subscriber count has skyrocketed from 26 million in the summer of 2011 to 209 million today. That fantastic trend has worked wonders for the company's top and bottom lines:\nNFLX REVENUE (TTM) DATA BY YCHARTS.\nNetflix saw an opportunity to lead the charge into a brand-new market, with low infrastructure costs compared to the DVD-mailing business and buckets of worldwide growth potential. So the DVD business that had come to dominate the video rental sector in America was unceremoniously tossed aside in favor of better ideas.\nThese days, Netflix is an award-winning content producer with an unmatched distribution network in every market that matters (except forChina, where the company must operate through local partnerships). The stock has delivered a 2,240% return since the Qwikster event, which works out to a compound annual growth rate (CAGR) of 35.8%.\n2. Alphabet\nAlphabet is the parent company of online services giant Google. What started as a student project at Stanford quickly evolved into the world's leading online search tool. Paired with the moneymaking muscle of Google's digital advertising tools, the company generated strong cash flows early on. The cash profits were reinvested in more business ideas. Google eventually built or bought services with matchless market shares in important sectors such as web browsers, online video, email, and smartphone software.\nBy 2015, co-founders Sergey Brin and Larry Page had concluded that Google's meat-and-potatoes search and advertising businesses eventually had to fade away, overtaken by mobile alternatives and other innovations. So the company made some big changes. Google hired CFO Ruth Porat, a banking executive with decades of experience in large-scale corporate finance. Later the same year, the company changed its name to Alphabet and reorganized itself into a loose conglomerate of different operations.\nGoogle is still the backbone of Alphabet, accounting for 99.6% of the holding company's total sales in 2020. The non-Google operations are still losing money on a regular basis, despite some progress in the fields of self-driving vehicles and fiber-optic internet connections. At the same time, the company is preparing for an uncertain future by developing a plethora of online and offline business projects with massive long-term growth prospects and equally large development risks.\nIf the self-driving cars don't work out in the long run, Alphabet might find a cash machine in medical research or novel wind energy generators. We may never even have heard of the next big winner in Alphabet's sprawling portfolio. If and when Alphabet starts to make serious money from artificial intelligence tools or cancer drugs, most consumers probably won't think of that stuff as a Google business at all.\nGOOGL REVENUE (TTM) DATA BY YCHARTS.\nAlphabet continues to ride its Google heritage as far as it will go, but there is no shortage of completely unrelated operations that can take over when the browser-based search and advertising business starts to falter. Until then, the traditional search business is booming and Alphabet has rewarded investors with a 912% return in 10 years. That's an annual growth rate of 23.3%.\n3. Walt Disney\nAnd then there's the near-centennial entertainment giant. The House of Mouse was founded in 1923 by two cartoon-making brothers with a vision. The company has survived a world war, several terrible recessions, 10 decades of progress in distribution and production technologies, and much more.\nThe leisure and entertainment conglomerate you see today is a far cry from the original business, which was a pure-play cartoon production studio. Disney World and Disneyland are cultural touchstones. The company is a leading provider of hotel and resort services, including a cruise line. I can't think of another company that has mastered the art of monetizing its intellectual property as effectively as Disney has. And that intellectual property -- characters, fictional worlds, and storylines that most Americans know by heart -- will always be the lifeblood of Disney's business.\nTimes are tough right now, as the coronavirus pandemic closed down movie theaters, theme parks, resorts, and cruise ships around the world. So Disney took a good, hard look at the drastic changes in the entertainment industry and decided to put its full weight behind media-streaming platforms.\nThe company has been reorganized from the top down to support Disney's streaming platforms. The Disney+, Hulu, Hotstar, and ESPN+ streaming services are poised to challenge Netflix for the global media-streaming market, adding up to 174 million subscribers in the third quarter of 2021. Disney took on some extra debt in the darkest days of the health crisis and will most likely use some of that spare cash to accelerate its streaming operations.\nThe coronavirus caught Disney unprepared, but management didn't hesitate to turn on a dime. The whole behemoth is heading in a different direction now, supported by the same treasure trove of storytelling assets that took the company this far. This supremely well-managed company is also beating the market in the long run, with a 439% 10-year gain that works out to a CAGR of 13%.\nIMAGE SOURCE: GETTY IMAGES.\nThe common denominator\nThese three companies are very different, but they still have one all-important quality in common. I'm looking for flexibility in the face of good times and bad. If your company stands ready to make drastic changes to its operating plan when the business environment around it changes, you know you have an organization that will stand the test of time.\nLots of time in the market equals wealth-building returns. That's the main lesson you can learn from the writings of Benjamin Graham and the stellar results of his star student, Warren Buffett. Building life-changing wealth does not require a couple of years of fantastic returns. All you need is generally solid gains for several decades.\nFor example, an annual return of 10% -- in line with the long-term market average-- adds up to a 673% profit over 20 years. Beating the Street by a small margin makes a big difference on this long time scale. Boost your average gains to just 11%, and you'll see 806% returns over those 20 years. Larger increases bring even greater total long-haul returns. The three stocks discussed above are set up to do better than that, and their very survival in the long run is just about guaranteed by that willingness to change when market conditions require it.","news_type":1,"symbols_score_info":{"DIS":0.9,"NFLX":0.9,"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830741240,"gmtCreate":1629102599880,"gmtModify":1631893794464,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Wow , more power ","listText":"Wow , more power ","text":"Wow , more power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830741240","repostId":"2159427092","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830898628,"gmtCreate":1629040309364,"gmtModify":1631893794469,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574639507377836","idStr":"3574639507377836"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830898628","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长(最好是两者兼而有之)的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股价应该与收入和利润保持一致,使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者,在<i>巴伦周刊</i>五月的封面故事,正在寻找这样的股票,而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示,在一系列10年期间,只有约35家公司的股价每年复合增长率达到20%或以上,导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈,并列出了一份包含10只股票的折衷清单,其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测,“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,下调了2021年财务指引,股价约为185美元,下跌了近30%。2021年盈利预期目前为每股6.13美元,低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说,它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品,这是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计,在其消费品牌的推动下,到2025年销售额将达到20亿美元,高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示:“世界需要清洁化学,而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司(BAH)是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元,收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示:“它建立了强大的、类似伙伴关系的文化,并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率,与其历史表现一致。由于担心军费开支更加克制,该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会,该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者,该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍,最近达到173美元。“它拥有令人难以置信的特许经营权,”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出,亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示,考虑到盈利年增长率为十几岁左右,该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有700,000名业主,拥有富有弹性的商业模式,从费用中获得可观的收入,并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示:“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道,万豪度假公司的股价最近约为145美元,应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为,根据2022年的预测,该股的自由现金流收益率为11%,价格低廉。他表示,该股自2018年以来几乎没有变化,未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商,鉴于其在高度分散的行业中仅占13%的市场份额,因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示:“它正在有机增长,并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元,估值很高,交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于全球视力问题的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,这款镜片已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示:“它的销量可能会很大。它还处于起步阶段,基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入,而且不需要移除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元,其估值超过2022年预计销售额的20倍,是2022年预计收益的140倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙,”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据,试图确定订户的品味,以产生高满意度,并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧,其股价约为44美元,较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli预计收入每年将增长20%以上,在当前美国和英国市场之外还有机会,并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商,其95%来自回收材料,使其成为一种环保的住房。该股股价为105美元,是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值,因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%,并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年,它看起来并没有那么贵,”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到Baillie Gifford的Brodie的青睐,他表示,它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元,并不便宜。Upwork的估值为57亿美元,是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上,2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受,但大型企业的人力资源部门却不喜欢他们,”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴,”他说。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</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\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长(最好是两者兼而有之)的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股价应该与收入和利润保持一致,使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者,在<i>巴伦周刊</i>五月的封面故事,正在寻找这样的股票,而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示,在一系列10年期间,只有约35家公司的股价每年复合增长率达到20%或以上,导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈,并列出了一份包含10只股票的折衷清单,其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测,“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,下调了2021年财务指引,股价约为185美元,下跌了近30%。2021年盈利预期目前为每股6.13美元,低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说,它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品,这是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计,在其消费品牌的推动下,到2025年销售额将达到20亿美元,高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示:“世界需要清洁化学,而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司(BAH)是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元,收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示:“它建立了强大的、类似伙伴关系的文化,并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率,与其历史表现一致。由于担心军费开支更加克制,该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会,该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者,该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍,最近达到173美元。“它拥有令人难以置信的特许经营权,”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出,亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示,考虑到盈利年增长率为十几岁左右,该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有700,000名业主,拥有富有弹性的商业模式,从费用中获得可观的收入,并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示:“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道,万豪度假公司的股价最近约为145美元,应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为,根据2022年的预测,该股的自由现金流收益率为11%,价格低廉。他表示,该股自2018年以来几乎没有变化,未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商,鉴于其在高度分散的行业中仅占13%的市场份额,因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示:“它正在有机增长,并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元,估值很高,交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于全球视力问题的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,这款镜片已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示:“它的销量可能会很大。它还处于起步阶段,基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入,而且不需要移除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元,其估值超过2022年预计销售额的20倍,是2022年预计收益的140倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙,”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据,试图确定订户的品味,以产生高满意度,并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧,其股价约为44美元,较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli预计收入每年将增长20%以上,在当前美国和英国市场之外还有机会,并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商,其95%来自回收材料,使其成为一种环保的住房。该股股价为105美元,是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值,因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%,并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年,它看起来并没有那么贵,”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到Baillie Gifford的Brodie的青睐,他表示,它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元,并不便宜。Upwork的估值为57亿美元,是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上,2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受,但大型企业的人力资源部门却不喜欢他们,”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴,”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPWK":"Upwork Inc.","TREX":"Trex Co Inc","AMED":"阿米斯医疗","VAC":"万豪度假环球","SFIX":"Stitch Fix Inc.","BAH":"博思艾伦咨询公司","SITE":"SiteOne Landscape Supply, Inc.","STAA":"STAAR Surgical Company","AMRS":"阿米瑞斯","JBHT":"JB Hunt运输服务"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"BAH":0.9,"AMRS":0.9,"SITE":0.9,"UPWK":0.9,"AMED":0.9,"TREX":0.9,"SFIX":0.9,"VAC":0.9,"JBHT":0.9,"STAA":0.9}},"isVote":1,"tweetType":1,"viewCount":680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":115779858,"gmtCreate":1623032965274,"gmtModify":1634096036263,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Business needs to evolve / innovate and plan for long term sustainability to stay in market. ","listText":"Business needs to evolve / innovate and plan for long term sustainability to stay in market. ","text":"Business needs to evolve / innovate and plan for long term sustainability to stay in market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/115779858","repostId":"1162143184","repostType":4,"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190831285,"gmtCreate":1620610010947,"gmtModify":1631885488103,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Time to relook at the portfolio ","listText":"Time to relook at the portfolio ","text":"Time to relook at the portfolio","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/190831285","repostId":"1185146568","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111627942,"gmtCreate":1622679720186,"gmtModify":1634099278114,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Tax is key income to US","listText":"Tax is key income to US","text":"Tax is key income to US","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/111627942","repostId":"2140410799","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817022591,"gmtCreate":1630892308113,"gmtModify":1631890689644,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Nice long weekend ","listText":"Nice long weekend ","text":"Nice long weekend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/817022591","repostId":"1126654067","repostType":4,"repost":{"id":"1126654067","kind":"news","pubTimestamp":1630885254,"share":"https://www.laohu8.com/m/news/1126654067?lang=zh_CN&edition=full","pubTime":"2021-09-06 07:40","market":"us","language":"en","title":"Is the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126654067","media":"MarketWatch","summary":"It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be cl","content":"<p>It is unofficially summer’s last hurrah for Wall Street investors.</p><p><blockquote>对于华尔街投资者来说,这是非正式的夏季最后一次欢呼。</blockquote></p><p> U.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.</p><p><blockquote>美国金融市场将于9月6日周一因劳动节休市,这标志着美国为期三天的周末,此前股市经历了一段非常壮观的走势。尽管人们担心冠状病毒德尔塔变异毒株的蔓延,并对美联储去年大流行开始时实施的宽松货币政策最终回滚的时间表感到不安,但股市还是出现了反弹。</blockquote></p><p> On Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc. -owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average, S&P 500 or Nasdaq Composite indexes.</p><p><blockquote>周一,包括洲际交易所旗下的纽约证券交易所和纳斯达克在内的美国证券交易所将休市,因此不要寻找道琼斯工业平均指数、标准普尔500指数或纳斯达克综合指数等个股或指数的任何走势。</blockquote></p><p> The S&P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite was on track to book its 35th all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.</p><p><blockquote>标普500在2021年已经创下了54个历史收盘新高,并有望在周五创下第55个历史新高,而纳斯达克综合指数有望创下今年第35个历史新高。周五下午,道琼斯指数较8月16日的纪录上涨了不到一个百分点。</blockquote></p><p> Sifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was yielding around 1.33% after the U.S. August jobs report came in weaker than expected.</p><p><blockquote>证券行业固定收益贸易组织Sifma也建议债券市场在劳动节休市,包括10年期国债交易,在美国8月就业报告公布后,该国债收益率约为1.33%。低于预期。</blockquote></p><p> However, the Labor Department’s employment report,which showed that 235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.</p><p><blockquote>然而,美国劳工部的就业报告显示,8月份新增就业岗位23.5万个,远低于预期的70多万个,但这未能降低主权债务投资者对美联储近期宣布缩减每月1200亿美元美国国债和抵押贷款支持证券购买规模的预期。</blockquote></p><p> Trading in most commodity futures, including Nymex crude-oil and Comex gold,on U.S. exchanges will also be halted Monday.</p><p><blockquote>美国交易所的大多数商品期货交易,包括纽约商品交易所原油和纽约商品交易所黄金,也将于周一停止。</blockquote></p><p> Is there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?</p><p><blockquote>除了在美国度假和烧烤之外,这个假期对普通投资者还有什么意义吗?</blockquote></p><p> Probably not.</p><p><blockquote>应该不会吧。</blockquote></p><p> But the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.</p><p><blockquote>但根据道琼斯市场数据,近年来,五月阵亡将士纪念日至九月劳动节期间对投资者来说是一段看涨的时期。例如,道琼斯指数在此期间上涨了约2%,平均涨幅为1.3%,65%的时间创造了上涨记录。在过去的六个阵亡将士纪念日/劳动节期间,道琼斯指数目前正在享受连胜,这是自1989年以来最长的连胜。去年,市场同期上涨了近15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f0f061a4ddd2ca31c53f8aa68e3cce\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> The S&P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.</p><p><blockquote>标普500也取得了类似的连胜,在阵亡将士纪念日至劳动节期间迄今为止已上涨近8%。过去几年同期上涨了70%以上,平均涨幅为1.7%。2020年期间,大盘指数上涨了16%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c780a46e32d055feb3e3f5e10fc987f\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> But if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.</p><p><blockquote>但如果劳动节交易中存在真正的趋势,那么MarketWatch的Steve Goldstein援引Raymond James策略师Tavis McCourt的话说,在过去两年中,股市存在很大的价值和周期性偏差。节后股市,2018年,夏季接近尾声后市场基本崩溃。</blockquote></p><p> It is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.</p><p><blockquote>不可能知道这一次股市涨势是否会以类似的方式逐渐消失,但华尔街越来越多的人认为估值过高,股指将从当前高度回调至少5%或更好。</blockquote></p><p> Markets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100 index and the pan-European Stoxx Europe 600 will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng and the Shanghai Composite Index.</p><p><blockquote>市场将于周二恢复照常营业,当然,欧洲证券交易所,包括伦敦富时100指数和泛欧斯托克欧洲600指数,以及亚洲市场、日经225指数、香港恒生指数和上证综合指数。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗?</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; 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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\">\nIs the U.S. stock market open on Labor Day?<blockquote>劳动节美股开市吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-06 07:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It is unofficially summer’s last hurrah for Wall Street investors.</p><p><blockquote>对于华尔街投资者来说,这是非正式的夏季最后一次欢呼。</blockquote></p><p> U.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.</p><p><blockquote>美国金融市场将于9月6日周一因劳动节休市,这标志着美国为期三天的周末,此前股市经历了一段非常壮观的走势。尽管人们担心冠状病毒德尔塔变异毒株的蔓延,并对美联储去年大流行开始时实施的宽松货币政策最终回滚的时间表感到不安,但股市还是出现了反弹。</blockquote></p><p> On Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc. -owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average, S&P 500 or Nasdaq Composite indexes.</p><p><blockquote>周一,包括洲际交易所旗下的纽约证券交易所和纳斯达克在内的美国证券交易所将休市,因此不要寻找道琼斯工业平均指数、标准普尔500指数或纳斯达克综合指数等个股或指数的任何走势。</blockquote></p><p> The S&P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite was on track to book its 35th all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.</p><p><blockquote>标普500在2021年已经创下了54个历史收盘新高,并有望在周五创下第55个历史新高,而纳斯达克综合指数有望创下今年第35个历史新高。周五下午,道琼斯指数较8月16日的纪录上涨了不到一个百分点。</blockquote></p><p> Sifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was yielding around 1.33% after the U.S. August jobs report came in weaker than expected.</p><p><blockquote>证券行业固定收益贸易组织Sifma也建议债券市场在劳动节休市,包括10年期国债交易,在美国8月就业报告公布后,该国债收益率约为1.33%。低于预期。</blockquote></p><p> However, the Labor Department’s employment report,which showed that 235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.</p><p><blockquote>然而,美国劳工部的就业报告显示,8月份新增就业岗位23.5万个,远低于预期的70多万个,但这未能降低主权债务投资者对美联储近期宣布缩减每月1200亿美元美国国债和抵押贷款支持证券购买规模的预期。</blockquote></p><p> Trading in most commodity futures, including Nymex crude-oil and Comex gold,on U.S. exchanges will also be halted Monday.</p><p><blockquote>美国交易所的大多数商品期货交易,包括纽约商品交易所原油和纽约商品交易所黄金,也将于周一停止。</blockquote></p><p> Is there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?</p><p><blockquote>除了在美国度假和烧烤之外,这个假期对普通投资者还有什么意义吗?</blockquote></p><p> Probably not.</p><p><blockquote>应该不会吧。</blockquote></p><p> But the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.</p><p><blockquote>但根据道琼斯市场数据,近年来,五月阵亡将士纪念日至九月劳动节期间对投资者来说是一段看涨的时期。例如,道琼斯指数在此期间上涨了约2%,平均涨幅为1.3%,65%的时间创造了上涨记录。在过去的六个阵亡将士纪念日/劳动节期间,道琼斯指数目前正在享受连胜,这是自1989年以来最长的连胜。去年,市场同期上涨了近15%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3f0f061a4ddd2ca31c53f8aa68e3cce\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> The S&P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.</p><p><blockquote>标普500也取得了类似的连胜,在阵亡将士纪念日至劳动节期间迄今为止已上涨近8%。过去几年同期上涨了70%以上,平均涨幅为1.7%。2020年期间,大盘指数上涨了16%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c780a46e32d055feb3e3f5e10fc987f\" tg-width=\"699\" tg-height=\"564\" width=\"100%\" height=\"auto\"><span>DOW JONES MARKET DATA</span></p><p><blockquote><p class=\"t-img-caption\"><span>道琼斯市场数据</span></p></blockquote></p><p> But if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.</p><p><blockquote>但如果劳动节交易中存在真正的趋势,那么MarketWatch的Steve Goldstein援引Raymond James策略师Tavis McCourt的话说,在过去两年中,股市存在很大的价值和周期性偏差。节后股市,2018年,夏季接近尾声后市场基本崩溃。</blockquote></p><p> It is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.</p><p><blockquote>不可能知道这一次股市涨势是否会以类似的方式逐渐消失,但华尔街越来越多的人认为估值过高,股指将从当前高度回调至少5%或更好。</blockquote></p><p> Markets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100 index and the pan-European Stoxx Europe 600 will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng and the Shanghai Composite Index.</p><p><blockquote>市场将于周二恢复照常营业,当然,欧洲证券交易所,包括伦敦富时100指数和泛欧斯托克欧洲600指数,以及亚洲市场、日经225指数、香港恒生指数和上证综合指数。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","ICE":"洲际交易所",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/is-the-u-s-stock-market-open-on-labor-day-11630697597?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126654067","content_text":"It is unofficially summer’s last hurrah for Wall Street investors.\nU.S. financial markets will be closed for Labor Day on Monday, Sept. 6, marking a three-day weekend in the U.S., following what has been a mostly spectacular run for the stock market. The rally came despite concerns about the spread of the delta variant of the coronavirus and unease about the timetable for an eventual rollback of easy-money policies implemented by the Federal Reserve at the onset of the pandemic last year.\nOn Monday, U.S. stock exchanges, including the Intercontinental Exchange Inc. -owned New York Stock Exchange and Nasdaq Inc.,will be closed, so don’t look for any action in individual stocks or indexes including the Dow Jones Industrial Average, S&P 500 or Nasdaq Composite indexes.\nThe S&P 500 has already notched 54 record closing highs in 2021 and was looking for its 55th on Friday, while the Nasdaq Composite was on track to book its 35th all-time high of the year. The Dow stood less than a percentage point from its Aug. 16 record, mid-afternoon Friday.\nSifma, the securities-industry trade group for fixed-income, also has recommended the bond market close on Labor Day, including trading in the 10-year Treasury note,which was yielding around 1.33% after the U.S. August jobs report came in weaker than expected.\nHowever, the Labor Department’s employment report,which showed that 235,000 jobs were created in August, far below expectations for more than 700,000, failed to dull expectations among sovereign debt investors for a near-term announcement of tapering of the Fed’s $120 billion in monthly purchases in Treasurys and mortgage-backed securities.\nTrading in most commodity futures, including Nymex crude-oil and Comex gold,on U.S. exchanges will also be halted Monday.\nIs there any significance to the holiday for average investors, besides the time off in the U.S. and the barbecues?\nProbably not.\nBut the May Memorial Day to September Labor Day period in recent years has proven a bullish stretch one for investors, according to Dow Jones Market Data. The Dow, for example, is up by about 2% over that period and averages a gain of 1.3%, producing a winning record 65% of the time. The Dow is currently enjoying a win streak, over the past six Memorial Day/Labor Day periods, representing the longest win streak since 1989. Last year, the markets gained nearly 15% over that time.\nDOW JONES MARKET DATA\nThe S&P 500 is on a similar win streak and is up nearly 8% so far this Memorial Day-Labor Day period. It has risen more than 70% over that period in past years and averages a 1.7% gain. The broad-market index rose 16% during that time in 2020.\nDOW JONES MARKET DATA\nBut if there is a bona fide trend in the Labor Day trading it may be this one that MarketWatch’s Steve Goldstein reports, quoting Raymond James strategist Tavis McCourt, who says that in the last two years, there was a big value and cyclical bias in stock markets after the holiday, and in 2018, markets basically collapsed after the summer drew to a close.\nIt is impossible to know if the stock market rally will peter out similarly this time around but there is a growing sense on Wall Street that valuations are too lofty and equity indexes are due for a pullback of at least 5% or better from current heights.\nMarkets will be back to business as usual on Tuesday and, of course, European bourses, including London’s FTSE 100 index and the pan-European Stoxx Europe 600 will be open on Monday, as well as Asian markets, the Nikkei 225,Hong Kong’s Hang Seng and the Shanghai Composite Index.","news_type":1,"symbols_score_info":{".SPX":0.9,"ICE":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102308034,"gmtCreate":1620175774528,"gmtModify":1634207248262,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Profit taking? Or other reasons? ","listText":"Profit taking? Or other reasons? ","text":"Profit taking? 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","text":"Good news?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/894079654","repostId":"2158502262","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148508725,"gmtCreate":1625984042667,"gmtModify":1633931090491,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Apple will do replace ","listText":"Apple will do replace ","text":"Apple will do replace","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/148508725","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149871958,"gmtCreate":1625718198274,"gmtModify":1633938034231,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/149871958","repostId":"1176865752","repostType":4,"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":118305243,"gmtCreate":1622717704282,"gmtModify":1634098842123,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"It is going strong ","listText":"It is going strong ","text":"It is going strong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/118305243","repostId":"2140849609","repostType":4,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":134210116,"gmtCreate":1622241214635,"gmtModify":1634182614701,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Demand will be lower ","listText":"Demand will be lower ","text":"Demand will be lower","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/134210116","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107600664,"gmtCreate":1620474671358,"gmtModify":1634198514555,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Clean energy way to go ","listText":"Clean energy way to go ","text":"Clean energy way to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/107600664","repostId":"1180035792","repostType":4,"repost":{"id":"1180035792","kind":"news","pubTimestamp":1620445785,"share":"https://www.laohu8.com/m/news/1180035792?lang=zh_CN&edition=full","pubTime":"2021-05-08 11:49","market":"us","language":"en","title":"This Energy Company Is Gearing Up And Looks Ready For A Breakout<blockquote>这家能源公司正在摩拳擦掌,看起来已经准备好突围</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180035792","media":"Benzinga","summary":"CleanSpark Inc. shares gained more than 5% Friday after the company reported second-quarter EPS and ","content":"<p><div> CleanSpark Inc. shares gained more than 5% Friday after the company reported second-quarter EPS and sales results that were up year-over-year. CleanSpark is an advanced software and controls ...</p><p><blockquote><div>CleanSpark Inc.公布第二季度每股收益和销售业绩同比增长后,该公司股价周五上涨超过5%。CleanSpark是一款先进的软件和控件...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/earnings/21/05/21016881/this-energy-company-is-gearing-up-and-looks-ready-for-a-breakout\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/05/21016881/this-energy-company-is-gearing-up-and-looks-ready-for-a-breakout\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Energy Company Is Gearing Up And Looks Ready For A Breakout<blockquote>这家能源公司正在摩拳擦掌,看起来已经准备好突围</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Energy Company Is Gearing Up And Looks Ready For A Breakout<blockquote>这家能源公司正在摩拳擦掌,看起来已经准备好突围</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-05-08 11:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> CleanSpark Inc. shares gained more than 5% Friday after the company reported second-quarter EPS and sales results that were up year-over-year. CleanSpark is an advanced software and controls ...</p><p><blockquote><div>CleanSpark Inc.公布第二季度每股收益和销售业绩同比增长后,该公司股价周五上涨超过5%。CleanSpark是一款先进的软件和控件...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/earnings/21/05/21016881/this-energy-company-is-gearing-up-and-looks-ready-for-a-breakout\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/05/21016881/this-energy-company-is-gearing-up-and-looks-ready-for-a-breakout\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/earnings/21/05/21016881/this-energy-company-is-gearing-up-and-looks-ready-for-a-breakout\">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":{"CLSK":"CleanSpark, Inc."},"source_url":"https://www.benzinga.com/news/earnings/21/05/21016881/this-energy-company-is-gearing-up-and-looks-ready-for-a-breakout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180035792","content_text":"CleanSpark Inc. shares gained more than 5% Friday after the company reported second-quarter EPS and sales results that were up year-over-year.\nCleanSpark is an advanced software and controls technology solution company focused on solving modern energy challenges. The company posted earnings of 28 cents per share and net income of $7.4 million.\nCleanSpark shares ended Friday's session 5.87% higher at $19.30.\nCleanSpark Daily Chart Analysis\n\nThe stock has been falling throughout the last few months into what technical traders call a falling wedge pattern.\nThe stock is trading below the 50-day moving average (green) and above the 200-day moving average (blue), indicating the stock is likely trading in a period of consolidation.\nThe 50-day moving average may hold as a place of resistance and the 200-day moving average may be somewhere the stock finds support in the future.\n\nKey CleanSpark Levels To Watch\n\nThe stock has been trading within the falling wedge pattern while also nearing a key level where it previously was unable to break.\nThe falling wedge pattern is considered to be a bullish reversal pattern, and the stock could see an upwards move if it can cross above the resistance line that forms from connecting the highs.\nThe chart history shows that the $15 level was a place that the stock struggled to cross for a period of time. Now that the stock is above this level, it may hold as support.\n\nWhat’s Next For CleanSpark?\nBullish technical traders would like to see the stock bounce near the $15 level and start heading higher. A cross of the resistance line in the pattern hints to traders that the stock may be ready to break out and move higher.\nBearish technical traders would like to see the stock fall down to the $15 level and break below. Consolidation below this level could be a tell that the stock is ready to move lower. If the price is unable to hold the 200-day moving average, sentiment may start turning bearish in the stock.","news_type":1,"symbols_score_info":{"CLSK":0.9}},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109986264,"gmtCreate":1619659185558,"gmtModify":1634210952428,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Online social networking and e commence will stay even after COVID ","listText":"Online social networking and e commence will stay even after COVID ","text":"Online social networking and e commence will stay even after COVID","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/109986264","repostId":"1109889708","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100073909,"gmtCreate":1619571456401,"gmtModify":1634211685915,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Nice rally.. more good news from semiconductor industry ","listText":"Nice rally.. more good news from semiconductor industry ","text":"Nice rally.. more good news from semiconductor industry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/100073909","repostId":"1187199105","repostType":4,"repost":{"id":"1187199105","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619566832,"share":"https://www.laohu8.com/m/news/1187199105?lang=zh_CN&edition=full","pubTime":"2021-04-28 07:40","market":"us","language":"en","title":"AMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后,AMD股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187199105","media":"Tiger Newspress","summary":"AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in e","content":"<p>AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended session<img src=\"https://static.tigerbbs.com/174cfb55080b96346856b267d6c023ed\" tg-width=\"706\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Advanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.</p><p><blockquote>AMD在创纪录的季度销售额后上调全年收入指引,股价在延长交易时段上涨逾3%芯片制造商Advanced Micro Devices Inc.表示,数据中心收入增长了一倍多,推动了创纪录的季度销售额,并上调了今年的收入预期,该公司股价在周二的延长交易中上涨。</blockquote></p><p>“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”</p><p><blockquote>AMD首席执行官苏姿丰在与分析师的看涨期权中表示:“第一季度,数据中心产品收入同比增长了一倍多,占我们总收入的比例很高。”“我们预计,在我们强大的新云、企业和[高性能计算]胜利渠道的推动下,数据中心产品收入将在今年大幅增长。”</blockquote></p><p>Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.</p><p><blockquote>企业嵌入式和半定制芯片(包括数据中心和游戏机收入)的销售额几乎翻了两番,达到13.5亿美元,而一年前为3.48亿美元。FactSet调查的分析师预计为13亿美元。苏关于数据中心收入的评论很有帮助,因为AMD不会将数据中心销售额与游戏销售额分开。</blockquote></p><p>“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.</p><p><blockquote>“我认为我们在第一季度看到了真正强烈的信号,表明今年对我们来说将是数据中心强劲的一年,”苏告诉分析师。</blockquote></p><p>Last week, Intel Corp said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.</p><p><blockquote>上周,英特尔公司表示,数据中心市场正处于“消化阶段”,导致数据中心销售额下降20%,但分析师指出,来自AMD和ARM Holdings PLC的竞争加剧。</blockquote></p><p>AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.</p><p><blockquote>AMD公布第一季度净利润为5.55亿美元,即每股45美分,而去年同期为1.62亿美元,即每股14美分。在调整股票薪酬和其他因素后,这家总部位于加利福尼亚州圣克拉拉的公司报告每股收益为52美分,而去年同期为每股18美分。收入从去年同期的17.9亿美元增至34.5亿美元。</blockquote></p><p>Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.</p><p><blockquote>FactSet调查的分析师此前预测调整后每股收益为44美分,营收为31.8亿美元,AMD预计在31亿至33亿美元之间。</blockquote></p><p>AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.</p><p><blockquote>AMD公布第一季度计算和图形芯片销售额为21亿美元,较去年的14.4亿美元增长46%,分析师预期为18.9亿美元。</blockquote></p><p>Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.</p><p><blockquote>高管们还提高了AMD全年销售额指引,从之前指引的约37%增长至约50%。AMD去年营收为96.7亿美元,暗示今年销售额约为146.5亿美元;FactSet的数据显示,分析师此前预测营收为134.6亿美元。</blockquote></p><p>AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示,AMD预计第二季度营收为35亿至37亿美元,而分析师此前预计为32.3亿美元。</blockquote></p><p>Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.</p><p><blockquote>该股在常规交易中下跌0.2%,收于85.21美元,在盘后交易中上涨超过3%。</blockquote></p><p>AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>AMD的强劲盈利是在满足全球行业需求的微芯片持续短缺的情况下出现的,而制造芯片设计所用硅片的公司正在努力清理长达数月的等待名单。</blockquote></p><p>More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.</p><p><blockquote>芯片行业如何应对供应短缺的更多信息将于本周公布,高通公司(Qualcomm Inc.QCOM)周三盈利-0.68%,KLA Corp.KLAC(KLAC)周四盈利-1.58%。</blockquote></p><p>Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&P 500 index has risen 54%, and the tech-heavy Nasdaq Composite Index is up 61%.</p><p><blockquote>过去12个月,AMD股价上涨了51%。相比之下,PHLX半导体指数SOX,-0.76%上涨87%,标普500指数上涨54%,以科技股为主的纳斯达克综合指数上涨61%。</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>AMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后,AMD股价上涨</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; 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}\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\">\nAMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后,AMD股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-28 07:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended session<img src=\"https://static.tigerbbs.com/174cfb55080b96346856b267d6c023ed\" tg-width=\"706\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Advanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.</p><p><blockquote>AMD在创纪录的季度销售额后上调全年收入指引,股价在延长交易时段上涨逾3%芯片制造商Advanced Micro Devices Inc.表示,数据中心收入增长了一倍多,推动了创纪录的季度销售额,并上调了今年的收入预期,该公司股价在周二的延长交易中上涨。</blockquote></p><p>“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”</p><p><blockquote>AMD首席执行官苏姿丰在与分析师的看涨期权中表示:“第一季度,数据中心产品收入同比增长了一倍多,占我们总收入的比例很高。”“我们预计,在我们强大的新云、企业和[高性能计算]胜利渠道的推动下,数据中心产品收入将在今年大幅增长。”</blockquote></p><p>Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.</p><p><blockquote>企业嵌入式和半定制芯片(包括数据中心和游戏机收入)的销售额几乎翻了两番,达到13.5亿美元,而一年前为3.48亿美元。FactSet调查的分析师预计为13亿美元。苏关于数据中心收入的评论很有帮助,因为AMD不会将数据中心销售额与游戏销售额分开。</blockquote></p><p>“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.</p><p><blockquote>“我认为我们在第一季度看到了真正强烈的信号,表明今年对我们来说将是数据中心强劲的一年,”苏告诉分析师。</blockquote></p><p>Last week, Intel Corp said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.</p><p><blockquote>上周,英特尔公司表示,数据中心市场正处于“消化阶段”,导致数据中心销售额下降20%,但分析师指出,来自AMD和ARM Holdings PLC的竞争加剧。</blockquote></p><p>AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.</p><p><blockquote>AMD公布第一季度净利润为5.55亿美元,即每股45美分,而去年同期为1.62亿美元,即每股14美分。在调整股票薪酬和其他因素后,这家总部位于加利福尼亚州圣克拉拉的公司报告每股收益为52美分,而去年同期为每股18美分。收入从去年同期的17.9亿美元增至34.5亿美元。</blockquote></p><p>Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.</p><p><blockquote>FactSet调查的分析师此前预测调整后每股收益为44美分,营收为31.8亿美元,AMD预计在31亿至33亿美元之间。</blockquote></p><p>AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.</p><p><blockquote>AMD公布第一季度计算和图形芯片销售额为21亿美元,较去年的14.4亿美元增长46%,分析师预期为18.9亿美元。</blockquote></p><p>Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.</p><p><blockquote>高管们还提高了AMD全年销售额指引,从之前指引的约37%增长至约50%。AMD去年营收为96.7亿美元,暗示今年销售额约为146.5亿美元;FactSet的数据显示,分析师此前预测营收为134.6亿美元。</blockquote></p><p>AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示,AMD预计第二季度营收为35亿至37亿美元,而分析师此前预计为32.3亿美元。</blockquote></p><p>Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.</p><p><blockquote>该股在常规交易中下跌0.2%,收于85.21美元,在盘后交易中上涨超过3%。</blockquote></p><p>AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>AMD的强劲盈利是在满足全球行业需求的微芯片持续短缺的情况下出现的,而制造芯片设计所用硅片的公司正在努力清理长达数月的等待名单。</blockquote></p><p>More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.</p><p><blockquote>芯片行业如何应对供应短缺的更多信息将于本周公布,高通公司(Qualcomm Inc.QCOM)周三盈利-0.68%,KLA Corp.KLAC(KLAC)周四盈利-1.58%。</blockquote></p><p>Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&P 500 index has risen 54%, and the tech-heavy Nasdaq Composite Index is up 61%.</p><p><blockquote>过去12个月,AMD股价上涨了51%。相比之下,PHLX半导体指数SOX,-0.76%上涨87%,标普500指数上涨54%,以科技股为主的纳斯达克综合指数上涨61%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187199105","content_text":"AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended sessionAdvanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.Last week, Intel Corp said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&P 500 index has risen 54%, and the tech-heavy Nasdaq Composite Index is up 61%.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816191638,"gmtCreate":1630474722024,"gmtModify":1631890689646,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Cool. Need to be more flexible ","listText":"Cool. Need to be more flexible ","text":"Cool. Need to be more flexible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816191638","repostId":"1178578926","repostType":4,"isVote":1,"tweetType":1,"viewCount":1956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819657770,"gmtCreate":1630068726290,"gmtModify":1704955448943,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Nice ","listText":"Nice ","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/819657770","repostId":"2162427042","repostType":4,"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805635727,"gmtCreate":1627874769869,"gmtModify":1633755703156,"author":{"id":"3574639507377836","authorId":"3574639507377836","name":"Kikiooi","avatar":"https://static.tigerbbs.com/81135f833a61d8d0899dff1c77b07e72","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574639507377836","authorIdStr":"3574639507377836"},"themes":[],"htmlText":"Up n down is norm ","listText":"Up n down is norm ","text":"Up n down is norm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/805635727","repostId":"1131303656","repostType":4,"repost":{"id":"1131303656","kind":"news","pubTimestamp":1627874331,"share":"https://www.laohu8.com/m/news/1131303656?lang=zh_CN&edition=full","pubTime":"2021-08-02 11:18","market":"us","language":"en","title":"Samsung Takes Intel’s Chip-Seller Crown, but Bigger Showdown Looms<blockquote>三星夺得英特尔芯片销售商桂冠,但更大的摊牌迫在眉睫</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131303656","media":"The Wall Street Journal","summary":"Cash is paramount as both companies seek to fund aggressive expansions into high-tech production.Samsung overtook $Intel$ in the second quarter as the top chip maker by revenue and is expected to hold on to that distinction in the near future.Intel Corp. aspires tochip-technology supremacy within four years. But for now, it has fallen from the industry’s top spot by one key measure.In the second quarter, $Samsung Electronics Co., Ltd.$ overtook Intel as the world’s top chip maker by revenue. Giv","content":"<p><i><b>Cash is paramount as both companies seek to fund aggressive expansions into high-tech production.</b></i></p><p><blockquote><i><b>随着两家公司寻求为积极扩张高科技生产提供资金,现金至关重要。</b></i></blockquote></p><p> <i>Samsung overtook <a href=\"https://laohu8.com/S/INTC\">Intel</a> in the second quarter as the top chip maker by revenue and is expected to hold on to that distinction in the near future.</i></p><p><blockquote><i>三星反超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>第二季度成为收入最高的芯片制造商,预计在不久的将来将保持这一地位。</i></blockquote></p><p> Intel Corp. aspires tochip-technology supremacy within four years. But for now, it has fallen from the industry’s top spot by one key measure.</p><p><blockquote>英特尔公司渴望在四年内占据芯片技术的主导地位。但就目前而言,它已经从行业第一的位置上跌落了一个关键指标。</blockquote></p><p> In the second quarter, <a href=\"https://laohu8.com/S/SSNNF\">Samsung Electronics Co., Ltd.</a> overtook Intel as the world’s top chip maker by revenue. Given divergent outlooks for their core businesses, the positioning is likely to stay that way in the near future, industry analysts say.</p><p><blockquote>二季度,<a href=\"https://laohu8.com/S/SSNNF\">三星电子有限公司。</a>超过英特尔成为全球收入最高的芯片制造商。行业分析师表示,鉴于其核心业务的前景不同,这种定位在不久的将来可能会保持这种状态。</blockquote></p><p> The South Korean tech company, which specializes in memory chips, racked up 22.74 trillion won, the equivalent of $19.7 billion,in semiconductor revenue during the April-June quarter. Total revenue for Intel, was $19.6 billion—or $18.5 billion after subtracting the contribution of a business unit it has agreed to sell.</p><p><blockquote>这家专注于存储芯片的韩国科技公司在4月至6月季度的半导体收入为22.74万亿韩元,相当于197亿美元。英特尔的总收入为196亿美元,减去其同意出售的一个业务部门的贡献后为185亿美元。</blockquote></p><p> Intel, based in Santa Clara, Calif., has held the No. 1 sales spot for much of the past three decades, ceding it to Samsung in 2017 and 2018 when memory-chip sales boomed.</p><p><blockquote>总部位于加州圣克拉拉的英特尔在过去三十年的大部分时间里一直保持着销量第一的位置,在2017年和2018年存储芯片销售蓬勃发展时将其让给了三星。</blockquote></p><p> The ranking is about more than bragging rights: Intel needs financial clout more than ever. Under new Chief Executive Pat Gelsinger, the company is embarking on an ambitious strategy to manufacture cutting-edge chips—one of the business world’s costliest endeavors.</p><p><blockquote>该排名不仅仅是吹牛的权利:英特尔比以往任何时候都更需要财务影响力。在新任首席执行官帕特·基辛格(Pat Gelsinger)的领导下,该公司正在实施一项雄心勃勃的战略来制造尖端芯片——这是商界成本最高的努力之一。</blockquote></p><p> <b>Chip Fight </b></p><p><blockquote><b>筹码大战</b></blockquote></p><p> A memory-market uptick helped Samsung'sshares outgain Intel's over the past year.</p><p><blockquote>内存市场的上涨帮助三星的股价在过去一年中超过了英特尔。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a4d0b49449e0776d721454dbe720e88\" tg-width=\"477\" tg-height=\"478\" width=\"100%\" height=\"auto\">Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Intel aspires to vault into a top-end foundry business, or the contract manufacturing of the most-advanced chips. In the race to miniaturize chip circuitry to the final nanometers, Intel joins a world populated by <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> and Samsung, both of which have allocated more than $100 billion. More sales provide more cash for capital expenditures and to give to shareholders.</p><p><blockquote>英特尔渴望进军高端代工业务,即最先进芯片的合同制造业务。在将芯片电路小型化到最后纳米级的竞赛中,英特尔加入了一个由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和三星,这两家公司的拨款都超过了1000亿美元。更多的销售为资本支出和股东提供了更多的现金。</blockquote></p><p> Though many firms, including <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, design superpowered chips, only TSMC and Samsung are able to manufacture them. Intel could join that list if its contract chip-making ambitions materialize.</p><p><blockquote>尽管许多公司,包括<a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a>和<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>,设计超能力芯片,只有台积电和三星能够制造。如果英特尔的合同芯片制造雄心得以实现,它可能会加入这一名单。</blockquote></p><p> With a global shortage of chips hobbling businesses world-wide, the U.S., Europe and other governments are offering tens of billions of dollars in incentives to spur the building of chip-making plants. But even so, such cutting-edge production requires advanced machines that cancost $150 million apiece, while a single facility can cost $20 billion.</p><p><blockquote>由于全球芯片短缺阻碍了全球企业的发展,美国、欧洲和其他国家政府正在提供数百亿美元的激励措施,以刺激芯片制造厂的建设。但即便如此,这种尖端生产需要先进的机器,每台机器的成本可能高达1.5亿美元,而单个设施的成本可能高达200亿美元。</blockquote></p><p> The next frontiers of chip making are so demanding that only TSMC, Samsung and Intel have the technological capability and deep pockets to proceed, said Dale Gai, a research director at Counterpoint Research. “I don’t see anyone in the No. 4 position,” he said.</p><p><blockquote>Counterpoint Research研究总监戴尔·盖(Dale Gai)表示,芯片制造的下一个前沿领域要求如此之高,以至于只有台积电、三星和英特尔拥有技术能力和雄厚的财力来继续进行。“我没有看到任何人处于第四名的位置,”他说。</blockquote></p><p> The three-company race will ultimately dictate where—and by whom—the advanced semiconductors essential for 5G cellular networks, self-driving cars and artificial intelligence are made. TSMC is currentlythe biggest foundry player, controlling 55% of the market, while Samsung represents 17%, according to first-quarter data from TrendForce, a market researcher.</p><p><blockquote>这场三家公司的竞赛将最终决定5G蜂窝网络、自动驾驶汽车和人工智能所必需的先进半导体的制造地点以及由谁制造。市场研究机构TrendForce第一季度的数据显示,台积电目前是最大的代工企业,控制着55%的市场份额,而三星则占17%。</blockquote></p><p> Samsung and Intel didn’t appear to be on a major collision course until Mr. Gelsinger rejoined Intel in January. He wants the company’s future to be making advanced chips not only for itself, but for others.</p><p><blockquote>直到基辛格一月份重新加入英特尔,三星和英特尔似乎才出现重大冲突。他希望公司的未来不仅为自己制造先进芯片,也为他人制造先进芯片。</blockquote></p><p> Mr. Gelsinger said in July that Intel already had more than 100 potential foundry customers lined up. They include Qualcomm, one of the biggest providers of chips for cellphones and a major Samsung customer. “We fully expect that this is going to be a great business for us,” he said on a call with analysts.</p><p><blockquote>Gelsinger先生在7月份表示,英特尔已经有100多个潜在代工客户在排队。其中包括高通,最大的手机芯片供应商之一,也是三星的主要客户。“我们完全预计这对我们来说将是一项伟大的业务,”他在与分析师的看涨期权中表示。</blockquote></p><p> Samsung said it is targeting 20% annual sales growth for its foundry business this year as demand increases, said Shawn Han, a senior vice president for the company’s foundry operations, in a Thursday earnings call. “We will maximize our capabilities to supply chips,” Mr. Han said.</p><p><blockquote>三星代工业务高级副总裁Shawn Han在周四的财报看涨期权上表示,随着需求的增加,三星今年的代工业务目标是年销售额增长20%。“我们将最大限度地提高芯片供应能力,”韩先生说。</blockquote></p><p> It is a robust time for the chip industry, writ large. Global semiconductor revenue is expected to grow 12.5% this year to $522 billion, according to International Data Corp., a market researcher. Global shortages have handed chip makers pricing power and abundant orders.</p><p><blockquote>对于芯片行业来说,这是一个强劲的时期。根据市场研究机构国际数据公司(International Data Corp.)的数据,今年全球半导体收入预计将增长12.5%,达到5220亿美元。全球短缺让芯片制造商获得了定价权和充足的订单。</blockquote></p><p> Going forward, Samsung and Intel will look to fund their foundry aspirations by leaning on cash-cow chip businesses that have done well during the pandemic.</p><p><blockquote>展望未来,三星和英特尔将依靠在疫情期间表现良好的摇钱树芯片业务来资助他们的代工愿望。</blockquote></p><p></p><p> Samsung’s rise to No. 1 in revenue reflects the overwhelming demand for memory chips—they typically cost just a few dollars apiece, compared with hundreds of dollars and often more for the central processing units that provide most of Intel’s income.</p><p><blockquote>三星在收入方面跃升至第一,反映了对存储芯片的巨大需求——它们通常每块成本仅为几美元,而为英特尔提供大部分收入的中央处理器的成本则高达数百美元,而且往往更高。</blockquote></p><p> For the full year, global memory sales are expected to rise 33%, while revenue from CPUs, which go in PCs and data servers, is expected to grow by 4%, according to market researcher Gartner Inc. While PC sales soared during the pandemic and are still rising, growth has slowed of late, according to IDC. And Intel is having to fend off rival CPU makers like Advanced Micro Devices Inc., while some big clients forgo Intel-made chips for in-house alternatives.</p><p><blockquote>根据市场研究公司Gartner Inc.的数据,全年全球内存销售额预计将增长33%,而用于PC和数据服务器的CPU收入预计将增长4%。根据IDC的数据,虽然PC销售额在疫情期间飙升,但仍在增长,但最近增长放缓。英特尔不得不抵御像Advanced Micro Devices Inc.这样的竞争对手CPU制造商,而一些大客户放弃了英特尔制造的芯片,转而选择内部替代品。</blockquote></p><p> In March, Mr. Gelsinger unveiled his turnaround plan, along with more than $20 billion in investments in two plants in Arizona. He followed, in May, with a $3.5 billion expansion effort in New Mexico. Additional capacity growth, in the U.S. and abroad, is in the planning stages.</p><p><blockquote>今年3月,基辛格公布了他的扭亏为盈计划,以及对亚利桑那州两家工厂超过200亿美元的投资。随后,他在5月份斥资35亿美元在新墨西哥州进行了扩张。美国和国外的额外产能增长正处于规划阶段。</blockquote></p><p> In an interview after Intel’s second-quarter earnings announcement, Mr. Gelsinger expressed optimism about the company’s core business, citing appetite for new computers a <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>’s Windows 11 operating system hits the market later this year. “We see that strength continuing in the next year and beyond,” he said.</p><p><blockquote>在英特尔公布第二季度财报后的一次采访中,基辛格先生对公司的核心业务表示乐观,理由是对新电脑和<a href=\"https://laohu8.com/S/MSFT\">微软</a>的Windows 11操作系统将于今年晚些时候上市。“我们看到这种实力在明年及以后将持续下去,”他说。</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>Samsung Takes Intel’s Chip-Seller Crown, but Bigger Showdown Looms<blockquote>三星夺得英特尔芯片销售商桂冠,但更大的摊牌迫在眉睫</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\">\nSamsung Takes Intel’s Chip-Seller Crown, but Bigger Showdown Looms<blockquote>三星夺得英特尔芯片销售商桂冠,但更大的摊牌迫在眉睫</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-02 11:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i><b>Cash is paramount as both companies seek to fund aggressive expansions into high-tech production.</b></i></p><p><blockquote><i><b>随着两家公司寻求为积极扩张高科技生产提供资金,现金至关重要。</b></i></blockquote></p><p> <i>Samsung overtook <a href=\"https://laohu8.com/S/INTC\">Intel</a> in the second quarter as the top chip maker by revenue and is expected to hold on to that distinction in the near future.</i></p><p><blockquote><i>三星反超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>第二季度成为收入最高的芯片制造商,预计在不久的将来将保持这一地位。</i></blockquote></p><p> Intel Corp. aspires tochip-technology supremacy within four years. But for now, it has fallen from the industry’s top spot by one key measure.</p><p><blockquote>英特尔公司渴望在四年内占据芯片技术的主导地位。但就目前而言,它已经从行业第一的位置上跌落了一个关键指标。</blockquote></p><p> In the second quarter, <a href=\"https://laohu8.com/S/SSNNF\">Samsung Electronics Co., Ltd.</a> overtook Intel as the world’s top chip maker by revenue. Given divergent outlooks for their core businesses, the positioning is likely to stay that way in the near future, industry analysts say.</p><p><blockquote>二季度,<a href=\"https://laohu8.com/S/SSNNF\">三星电子有限公司。</a>超过英特尔成为全球收入最高的芯片制造商。行业分析师表示,鉴于其核心业务的前景不同,这种定位在不久的将来可能会保持这种状态。</blockquote></p><p> The South Korean tech company, which specializes in memory chips, racked up 22.74 trillion won, the equivalent of $19.7 billion,in semiconductor revenue during the April-June quarter. Total revenue for Intel, was $19.6 billion—or $18.5 billion after subtracting the contribution of a business unit it has agreed to sell.</p><p><blockquote>这家专注于存储芯片的韩国科技公司在4月至6月季度的半导体收入为22.74万亿韩元,相当于197亿美元。英特尔的总收入为196亿美元,减去其同意出售的一个业务部门的贡献后为185亿美元。</blockquote></p><p> Intel, based in Santa Clara, Calif., has held the No. 1 sales spot for much of the past three decades, ceding it to Samsung in 2017 and 2018 when memory-chip sales boomed.</p><p><blockquote>总部位于加州圣克拉拉的英特尔在过去三十年的大部分时间里一直保持着销量第一的位置,在2017年和2018年存储芯片销售蓬勃发展时将其让给了三星。</blockquote></p><p> The ranking is about more than bragging rights: Intel needs financial clout more than ever. Under new Chief Executive Pat Gelsinger, the company is embarking on an ambitious strategy to manufacture cutting-edge chips—one of the business world’s costliest endeavors.</p><p><blockquote>该排名不仅仅是吹牛的权利:英特尔比以往任何时候都更需要财务影响力。在新任首席执行官帕特·基辛格(Pat Gelsinger)的领导下,该公司正在实施一项雄心勃勃的战略来制造尖端芯片——这是商界成本最高的努力之一。</blockquote></p><p> <b>Chip Fight </b></p><p><blockquote><b>筹码大战</b></blockquote></p><p> A memory-market uptick helped Samsung'sshares outgain Intel's over the past year.</p><p><blockquote>内存市场的上涨帮助三星的股价在过去一年中超过了英特尔。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8a4d0b49449e0776d721454dbe720e88\" tg-width=\"477\" tg-height=\"478\" width=\"100%\" height=\"auto\">Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Intel aspires to vault into a top-end foundry business, or the contract manufacturing of the most-advanced chips. In the race to miniaturize chip circuitry to the final nanometers, Intel joins a world populated by <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> and Samsung, both of which have allocated more than $100 billion. More sales provide more cash for capital expenditures and to give to shareholders.</p><p><blockquote>英特尔渴望进军高端代工业务,即最先进芯片的合同制造业务。在将芯片电路小型化到最后纳米级的竞赛中,英特尔加入了一个由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和三星,这两家公司的拨款都超过了1000亿美元。更多的销售为资本支出和股东提供了更多的现金。</blockquote></p><p> Though many firms, including <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> and <a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>, design superpowered chips, only TSMC and Samsung are able to manufacture them. Intel could join that list if its contract chip-making ambitions materialize.</p><p><blockquote>尽管许多公司,包括<a href=\"https://laohu8.com/S/NVDA\">英伟达公司</a>和<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>,设计超能力芯片,只有台积电和三星能够制造。如果英特尔的合同芯片制造雄心得以实现,它可能会加入这一名单。</blockquote></p><p> With a global shortage of chips hobbling businesses world-wide, the U.S., Europe and other governments are offering tens of billions of dollars in incentives to spur the building of chip-making plants. But even so, such cutting-edge production requires advanced machines that cancost $150 million apiece, while a single facility can cost $20 billion.</p><p><blockquote>由于全球芯片短缺阻碍了全球企业的发展,美国、欧洲和其他国家政府正在提供数百亿美元的激励措施,以刺激芯片制造厂的建设。但即便如此,这种尖端生产需要先进的机器,每台机器的成本可能高达1.5亿美元,而单个设施的成本可能高达200亿美元。</blockquote></p><p> The next frontiers of chip making are so demanding that only TSMC, Samsung and Intel have the technological capability and deep pockets to proceed, said Dale Gai, a research director at Counterpoint Research. “I don’t see anyone in the No. 4 position,” he said.</p><p><blockquote>Counterpoint Research研究总监戴尔·盖(Dale Gai)表示,芯片制造的下一个前沿领域要求如此之高,以至于只有台积电、三星和英特尔拥有技术能力和雄厚的财力来继续进行。“我没有看到任何人处于第四名的位置,”他说。</blockquote></p><p> The three-company race will ultimately dictate where—and by whom—the advanced semiconductors essential for 5G cellular networks, self-driving cars and artificial intelligence are made. TSMC is currentlythe biggest foundry player, controlling 55% of the market, while Samsung represents 17%, according to first-quarter data from TrendForce, a market researcher.</p><p><blockquote>这场三家公司的竞赛将最终决定5G蜂窝网络、自动驾驶汽车和人工智能所必需的先进半导体的制造地点以及由谁制造。市场研究机构TrendForce第一季度的数据显示,台积电目前是最大的代工企业,控制着55%的市场份额,而三星则占17%。</blockquote></p><p> Samsung and Intel didn’t appear to be on a major collision course until Mr. Gelsinger rejoined Intel in January. He wants the company’s future to be making advanced chips not only for itself, but for others.</p><p><blockquote>直到基辛格一月份重新加入英特尔,三星和英特尔似乎才出现重大冲突。他希望公司的未来不仅为自己制造先进芯片,也为他人制造先进芯片。</blockquote></p><p> Mr. Gelsinger said in July that Intel already had more than 100 potential foundry customers lined up. They include Qualcomm, one of the biggest providers of chips for cellphones and a major Samsung customer. “We fully expect that this is going to be a great business for us,” he said on a call with analysts.</p><p><blockquote>Gelsinger先生在7月份表示,英特尔已经有100多个潜在代工客户在排队。其中包括高通,最大的手机芯片供应商之一,也是三星的主要客户。“我们完全预计这对我们来说将是一项伟大的业务,”他在与分析师的看涨期权中表示。</blockquote></p><p> Samsung said it is targeting 20% annual sales growth for its foundry business this year as demand increases, said Shawn Han, a senior vice president for the company’s foundry operations, in a Thursday earnings call. “We will maximize our capabilities to supply chips,” Mr. Han said.</p><p><blockquote>三星代工业务高级副总裁Shawn Han在周四的财报看涨期权上表示,随着需求的增加,三星今年的代工业务目标是年销售额增长20%。“我们将最大限度地提高芯片供应能力,”韩先生说。</blockquote></p><p> It is a robust time for the chip industry, writ large. Global semiconductor revenue is expected to grow 12.5% this year to $522 billion, according to International Data Corp., a market researcher. Global shortages have handed chip makers pricing power and abundant orders.</p><p><blockquote>对于芯片行业来说,这是一个强劲的时期。根据市场研究机构国际数据公司(International Data Corp.)的数据,今年全球半导体收入预计将增长12.5%,达到5220亿美元。全球短缺让芯片制造商获得了定价权和充足的订单。</blockquote></p><p> Going forward, Samsung and Intel will look to fund their foundry aspirations by leaning on cash-cow chip businesses that have done well during the pandemic.</p><p><blockquote>展望未来,三星和英特尔将依靠在疫情期间表现良好的摇钱树芯片业务来资助他们的代工愿望。</blockquote></p><p></p><p> Samsung’s rise to No. 1 in revenue reflects the overwhelming demand for memory chips—they typically cost just a few dollars apiece, compared with hundreds of dollars and often more for the central processing units that provide most of Intel’s income.</p><p><blockquote>三星在收入方面跃升至第一,反映了对存储芯片的巨大需求——它们通常每块成本仅为几美元,而为英特尔提供大部分收入的中央处理器的成本则高达数百美元,而且往往更高。</blockquote></p><p> For the full year, global memory sales are expected to rise 33%, while revenue from CPUs, which go in PCs and data servers, is expected to grow by 4%, according to market researcher Gartner Inc. While PC sales soared during the pandemic and are still rising, growth has slowed of late, according to IDC. And Intel is having to fend off rival CPU makers like Advanced Micro Devices Inc., while some big clients forgo Intel-made chips for in-house alternatives.</p><p><blockquote>根据市场研究公司Gartner Inc.的数据,全年全球内存销售额预计将增长33%,而用于PC和数据服务器的CPU收入预计将增长4%。根据IDC的数据,虽然PC销售额在疫情期间飙升,但仍在增长,但最近增长放缓。英特尔不得不抵御像Advanced Micro Devices Inc.这样的竞争对手CPU制造商,而一些大客户放弃了英特尔制造的芯片,转而选择内部替代品。</blockquote></p><p> In March, Mr. Gelsinger unveiled his turnaround plan, along with more than $20 billion in investments in two plants in Arizona. He followed, in May, with a $3.5 billion expansion effort in New Mexico. Additional capacity growth, in the U.S. and abroad, is in the planning stages.</p><p><blockquote>今年3月,基辛格公布了他的扭亏为盈计划,以及对亚利桑那州两家工厂超过200亿美元的投资。随后,他在5月份斥资35亿美元在新墨西哥州进行了扩张。美国和国外的额外产能增长正处于规划阶段。</blockquote></p><p> In an interview after Intel’s second-quarter earnings announcement, Mr. Gelsinger expressed optimism about the company’s core business, citing appetite for new computers a <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>’s Windows 11 operating system hits the market later this year. “We see that strength continuing in the next year and beyond,” he said.</p><p><blockquote>在英特尔公布第二季度财报后的一次采访中,基辛格先生对公司的核心业务表示乐观,理由是对新电脑和<a href=\"https://laohu8.com/S/MSFT\">微软</a>的Windows 11操作系统将于今年晚些时候上市。“我们看到这种实力在明年及以后将持续下去,”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/samsung-takes-intels-chip-seller-crown-but-bigger-showdown-looms-11627812000?mod=hp_lista_pos5\">The Wall Street Journal</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":{"TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.wsj.com/articles/samsung-takes-intels-chip-seller-crown-but-bigger-showdown-looms-11627812000?mod=hp_lista_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131303656","content_text":"Cash is paramount as both companies seek to fund aggressive expansions into high-tech production.\nSamsung overtook Intel in the second quarter as the top chip maker by revenue and is expected to hold on to that distinction in the near future.\nIntel Corp. aspires tochip-technology supremacy within four years. But for now, it has fallen from the industry’s top spot by one key measure.\nIn the second quarter, Samsung Electronics Co., Ltd. overtook Intel as the world’s top chip maker by revenue. Given divergent outlooks for their core businesses, the positioning is likely to stay that way in the near future, industry analysts say.\nThe South Korean tech company, which specializes in memory chips, racked up 22.74 trillion won, the equivalent of $19.7 billion,in semiconductor revenue during the April-June quarter. Total revenue for Intel, was $19.6 billion—or $18.5 billion after subtracting the contribution of a business unit it has agreed to sell.\nIntel, based in Santa Clara, Calif., has held the No. 1 sales spot for much of the past three decades, ceding it to Samsung in 2017 and 2018 when memory-chip sales boomed.\nThe ranking is about more than bragging rights: Intel needs financial clout more than ever. Under new Chief Executive Pat Gelsinger, the company is embarking on an ambitious strategy to manufacture cutting-edge chips—one of the business world’s costliest endeavors.\nChip Fight \nA memory-market uptick helped Samsung'sshares outgain Intel's over the past year.\nSource: FactSet\nIntel aspires to vault into a top-end foundry business, or the contract manufacturing of the most-advanced chips. In the race to miniaturize chip circuitry to the final nanometers, Intel joins a world populated by Taiwan Semiconductor Manufacturing and Samsung, both of which have allocated more than $100 billion. More sales provide more cash for capital expenditures and to give to shareholders.\nThough many firms, including NVIDIA Corp and Qualcomm, design superpowered chips, only TSMC and Samsung are able to manufacture them. Intel could join that list if its contract chip-making ambitions materialize.\nWith a global shortage of chips hobbling businesses world-wide, the U.S., Europe and other governments are offering tens of billions of dollars in incentives to spur the building of chip-making plants. But even so, such cutting-edge production requires advanced machines that cancost $150 million apiece, while a single facility can cost $20 billion.\nThe next frontiers of chip making are so demanding that only TSMC, Samsung and Intel have the technological capability and deep pockets to proceed, said Dale Gai, a research director at Counterpoint Research. “I don’t see anyone in the No. 4 position,” he said.\nThe three-company race will ultimately dictate where—and by whom—the advanced semiconductors essential for 5G cellular networks, self-driving cars and artificial intelligence are made. TSMC is currentlythe biggest foundry player, controlling 55% of the market, while Samsung represents 17%, according to first-quarter data from TrendForce, a market researcher.\nSamsung and Intel didn’t appear to be on a major collision course until Mr. Gelsinger rejoined Intel in January. He wants the company’s future to be making advanced chips not only for itself, but for others.\nMr. Gelsinger said in July that Intel already had more than 100 potential foundry customers lined up. They include Qualcomm, one of the biggest providers of chips for cellphones and a major Samsung customer. “We fully expect that this is going to be a great business for us,” he said on a call with analysts.\nSamsung said it is targeting 20% annual sales growth for its foundry business this year as demand increases, said Shawn Han, a senior vice president for the company’s foundry operations, in a Thursday earnings call. “We will maximize our capabilities to supply chips,” Mr. Han said.\nIt is a robust time for the chip industry, writ large. Global semiconductor revenue is expected to grow 12.5% this year to $522 billion, according to International Data Corp., a market researcher. Global shortages have handed chip makers pricing power and abundant orders.\nGoing forward, Samsung and Intel will look to fund their foundry aspirations by leaning on cash-cow chip businesses that have done well during the pandemic.\nSamsung’s rise to No. 1 in revenue reflects the overwhelming demand for memory chips—they typically cost just a few dollars apiece, compared with hundreds of dollars and often more for the central processing units that provide most of Intel’s income.\nFor the full year, global memory sales are expected to rise 33%, while revenue from CPUs, which go in PCs and data servers, is expected to grow by 4%, according to market researcher Gartner Inc. While PC sales soared during the pandemic and are still rising, growth has slowed of late, according to IDC. And Intel is having to fend off rival CPU makers like Advanced Micro Devices Inc., while some big clients forgo Intel-made chips for in-house alternatives.\nIn March, Mr. Gelsinger unveiled his turnaround plan, along with more than $20 billion in investments in two plants in Arizona. He followed, in May, with a $3.5 billion expansion effort in New Mexico. Additional capacity growth, in the U.S. and abroad, is in the planning stages.\nIn an interview after Intel’s second-quarter earnings announcement, Mr. Gelsinger expressed optimism about the company’s core business, citing appetite for new computers a Microsoft’s Windows 11 operating system hits the market later this year. “We see that strength continuing in the next year and beyond,” he said.","news_type":1,"symbols_score_info":{"INTC":0.9,"TSM":0.9,"SSNNF":0.9}},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}