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WengYongLi

WengYongLi

Wander beyond the wilderness

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2021-10-01

$Skillz Inc(SKLZ)$Looking for opportunity to cut this losing stk. huge disappointment

2021-09-04

Overall, it is not sideway but gradually going up so long as fed has so called cheap money

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2021-08-22

wait for great pullback before u pump in guys

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

2021-08-14

I gotta say tesla is definitely here to stay another decades after one. But do also take note of many ev competitors rn. Its like the beginning of ford and the rise of daimlers few decades ago

Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大车厂目前的电动汽车计划</blockquote>

2021-08-16

Its a no brainer. Just whack ten cent!!

Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>

2021-08-07

Long read and great

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2021-09-26

Not only 2 stocks, there re plenty of recession proof including cloud computing and saas

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2021-09-10

The traditional finance has been saying that since 2015. Look at where btc is now. It serves as a good hedge and asset appreciation for unstable countries like south americas or africas where hyperinflation is rife. Their governments are not doing a good job to maintain their own currencies.

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2021-11-10

As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued

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2021-09-24

It is still better to remain cautious. That means rebalancing and not enter overvalued stocks

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will continue to soar short term. There are so little competition for vaccines.&nbsp;","listText":"Pfizer will continue to soar short term. There are so little competition for vaccines.&nbsp;","text":"Pfizer will continue to soar short term. There are so little competition for vaccines.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698360236","repostId":"1172289344","repostType":4,"repost":{"id":"1172289344","kind":"news","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":1640302012,"share":"https://www.laohu8.com/m/news/1172289344?lang=zh_CN&edition=full","pubTime":"2021-12-24 07:26","market":"us","language":"en","title":"How Much Revenue Could Pfizer's Oral COVID-19 Pill Fetch?<blockquote>辉瑞的口服COVID-19药丸能带来多少收入？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1172289344","media":"Benzinga","summary":"Pfizer, Inc. announced Wednesday its oral COVID-19 antiviral pill, Paxlovid, has been authorized for","content":"<p><b>Pfizer, Inc.</b>&nbsp;announced&nbsp;Wednesday its oral COVID-19 antiviral pill,&nbsp;<b>Paxlovid,</b>&nbsp;has been authorized for use by the U.S. Food and Drug Administration.</p><p><blockquote><b>辉瑞公司。</b>周三宣布推出口服COVID-19抗病毒药物，<b>帕克斯洛维德、</b>已被美国授权使用。食品和药物管理局。</blockquote></p><p> <b>The Pfizer Analysts:</b>SVB Leerink analyst Geoffrey Porges has a Market Perform rating and a $52 price target for Pfizer.</p><p><blockquote><b>辉瑞分析师：</b>SVB Leerink分析师Geoffrey Porges给予辉瑞市场表现评级和52美元的目标价。</blockquote></p><p> BofA Securities analyst Geoff Meacham maintained a Neutral rating and a $59 price target.</p><p><blockquote>美银证券分析师Geoff Meacham维持中性评级和59美元的目标价。</blockquote></p><p> <b>Broad Label, Increased Supply To Give Pfizer Dominant Market Position:</b>Pfizer received the nod for the oral COVID-19 treatment ahead of&nbsp;<b>Merck &amp; Co., Inc.</b>, which submitted its application for itsmolnupiravirmore than a month ahead of Pfizer, Porges said in a note.</p><p><blockquote><b>广泛的标签，增加供应使辉瑞占据主导市场地位：</b>辉瑞公司提前获得了口服COVID-19治疗的认可<b>默克公司。</b>Porges在一份报告中表示，该公司比辉瑞公司提前一个多月提交了molnupiravir的申请。</blockquote></p><p> The analyst sees the increase in Pfizer's expected supply of Paxlovid to 120 million courses next year as significant. The company will sell and distribute most of these courses, resulting in revenue well in excess of SVB Leerink's current forecast of $24 billion in Paxlovid sales in 2022 and $33 billion in 2023, the analyst said.</p><p><blockquote>该分析师认为，辉瑞明年Paxlovid的预期供应量增加至1.2亿个疗程意义重大。该分析师表示，该公司将销售和分销其中大部分课程，其收入将远远超过SVB Leerink目前预测的2022年Paxlovid销售额240亿美元和2023年330亿美元。</blockquote></p><p> Revenue contribution will drop to $10 billion in 2024, the analyst said. This total $67 billion in Paxlovid sales estimated for 2022-'24 is well above consensus, he added.</p><p><blockquote>该分析师表示，2024年收入贡献将降至100亿美元。他补充说，预计2022-24年Paxlovid总销售额为670亿美元，远高于共识。</blockquote></p><p> The impact of drug-drug interactions on Paxlovid uptake will be modest since many of the drugs on the list can be paused for the short duration of Paxlovid treatment without significant impact for patients, Porges said. Patients that will likely be excluded from Paxlovid use are those with severe liver or renal impairment and those who have uncontrolled HIV-1 infection, he added.</p><p><blockquote>Porges说，药物间相互作用对Paxlovid摄取的影响不大，因为清单上的许多药物可以在Paxlovid治疗的短期内暂停，而不会对患者产生重大影响。他补充说，可能被排除在Paxlovid使用之外的患者是那些患有严重肝或肾功能损害的患者以及那些HIV-1感染未得到控制的患者。</blockquote></p><p> The drug label also didn't&nbsp;preclude pregnant women from Paxlovid treatment and painted a risk/benefit profile that was relatively benign compared to Merck's molnupiravir, which showed embryonic development and fetal growth risks in animals, the analyst said.</p><p><blockquote>分析师表示，该药物标签也没有排除孕妇接受Paxlovid治疗，并且与默克公司的molnupiravir相比，其风险/益处相对良性，后者显示了动物的胚胎发育和胎儿生长风险。</blockquote></p><p> Paxlovid has a better efficacy profile than some leading antibody therapies, and with some of the antibody therapies having lost efficacy against the omicron variant, Paxlovid will be a \"highly attractive option for physicians and patients,\" Porges said.</p><p><blockquote>Paxlovid比一些领先的抗体疗法具有更好的疗效，并且由于一些抗体疗法已经失去了针对奥密克戎病毒变异体的疗效，Paxlovid将是“对医生和患者来说非常有吸引力的选择”，Porges说。</blockquote></p><p> <b>Paxlovid Should Remain A Steady Contributor, BofA Says:</b>There should be no problem selling every course of Paxlovid Pfizer makes in 2022, BofA analyst Meacham said. The lag time between production and shipping/revenue recognition means Pfizer won't recognize the revenue from every dose in 2022, he added.</p><p><blockquote><b>美国银行表示，Paxlovid应该仍然是稳定的贡献者：</b>美国银行分析师米查姆表示，到2022年销售辉瑞生产的每一个疗程的Paxlovid应该没有问题。他补充说，生产和运输/收入确认之间的滞后时间意味着辉瑞不会在2022年确认每剂疫苗的收入。</blockquote></p><p> Longer-term, Paxlovid is likely to remain a steady contributor, the analyst said.</p><p><blockquote>分析师表示，从长远来看，Paxlovid可能仍然是一个稳定的贡献者。</blockquote></p><p> \"We expect breakthrough infections to continue regularly in the endemic phase, and while a baseline level of immunity from vaccines and prior infections will limit severity, we expect treatment of COVID cases as they occur in high-risk individuals to be standard of care,\" Meacham said.</p><p><blockquote>“我们预计突破性感染将在流行阶段定期继续，虽然疫苗和先前感染的基线免疫力水平将限制严重程度，但我们预计在高危个体中发生的新冠病例的治疗将成为标准护理，”米查姆说。</blockquote></p><p> Government entities are expected to stockpile Merck's pill and so initial sales will likely be there, the analyst said. Longer-term, Paxlovid will likely be the preferred agent, he added.</p><p><blockquote>分析师表示，预计政府实体将储备默克的药物，因此初步销售可能会出现。他补充说，从长远来看，Paxlovid可能是首选药物。</blockquote></p><p> <b>Pfizer Price Action:</b>&nbsp;Pfizer shares closed&nbsp;lower 1.41% to $58.71 on&nbsp;Thursday.</p><p><blockquote><b>辉瑞价格走势：</b>辉瑞股价周四收盘下跌1.41%，至58.71美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Much Revenue Could Pfizer's Oral COVID-19 Pill Fetch?<blockquote>辉瑞的口服COVID-19药丸能带来多少收入？</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\">\nHow Much Revenue Could Pfizer's Oral COVID-19 Pill Fetch?<blockquote>辉瑞的口服COVID-19药丸能带来多少收入？</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\">2021-12-24 07:26</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Pfizer, Inc.</b>&nbsp;announced&nbsp;Wednesday its oral COVID-19 antiviral pill,&nbsp;<b>Paxlovid,</b>&nbsp;has been authorized for use by the U.S. Food and Drug Administration.</p><p><blockquote><b>辉瑞公司。</b>周三宣布推出口服COVID-19抗病毒药物，<b>帕克斯洛维德、</b>已被美国授权使用。食品和药物管理局。</blockquote></p><p> <b>The Pfizer Analysts:</b>SVB Leerink analyst Geoffrey Porges has a Market Perform rating and a $52 price target for Pfizer.</p><p><blockquote><b>辉瑞分析师：</b>SVB Leerink分析师Geoffrey Porges给予辉瑞市场表现评级和52美元的目标价。</blockquote></p><p> BofA Securities analyst Geoff Meacham maintained a Neutral rating and a $59 price target.</p><p><blockquote>美银证券分析师Geoff Meacham维持中性评级和59美元的目标价。</blockquote></p><p> <b>Broad Label, Increased Supply To Give Pfizer Dominant Market Position:</b>Pfizer received the nod for the oral COVID-19 treatment ahead of&nbsp;<b>Merck &amp; Co., Inc.</b>, which submitted its application for itsmolnupiravirmore than a month ahead of Pfizer, Porges said in a note.</p><p><blockquote><b>广泛的标签，增加供应使辉瑞占据主导市场地位：</b>辉瑞公司提前获得了口服COVID-19治疗的认可<b>默克公司。</b>Porges在一份报告中表示，该公司比辉瑞公司提前一个多月提交了molnupiravir的申请。</blockquote></p><p> The analyst sees the increase in Pfizer's expected supply of Paxlovid to 120 million courses next year as significant. The company will sell and distribute most of these courses, resulting in revenue well in excess of SVB Leerink's current forecast of $24 billion in Paxlovid sales in 2022 and $33 billion in 2023, the analyst said.</p><p><blockquote>该分析师认为，辉瑞明年Paxlovid的预期供应量增加至1.2亿个疗程意义重大。该分析师表示，该公司将销售和分销其中大部分课程，其收入将远远超过SVB Leerink目前预测的2022年Paxlovid销售额240亿美元和2023年330亿美元。</blockquote></p><p> Revenue contribution will drop to $10 billion in 2024, the analyst said. This total $67 billion in Paxlovid sales estimated for 2022-'24 is well above consensus, he added.</p><p><blockquote>该分析师表示，2024年收入贡献将降至100亿美元。他补充说，预计2022-24年Paxlovid总销售额为670亿美元，远高于共识。</blockquote></p><p> The impact of drug-drug interactions on Paxlovid uptake will be modest since many of the drugs on the list can be paused for the short duration of Paxlovid treatment without significant impact for patients, Porges said. Patients that will likely be excluded from Paxlovid use are those with severe liver or renal impairment and those who have uncontrolled HIV-1 infection, he added.</p><p><blockquote>Porges说，药物间相互作用对Paxlovid摄取的影响不大，因为清单上的许多药物可以在Paxlovid治疗的短期内暂停，而不会对患者产生重大影响。他补充说，可能被排除在Paxlovid使用之外的患者是那些患有严重肝或肾功能损害的患者以及那些HIV-1感染未得到控制的患者。</blockquote></p><p> The drug label also didn't&nbsp;preclude pregnant women from Paxlovid treatment and painted a risk/benefit profile that was relatively benign compared to Merck's molnupiravir, which showed embryonic development and fetal growth risks in animals, the analyst said.</p><p><blockquote>分析师表示，该药物标签也没有排除孕妇接受Paxlovid治疗，并且与默克公司的molnupiravir相比，其风险/益处相对良性，后者显示了动物的胚胎发育和胎儿生长风险。</blockquote></p><p> Paxlovid has a better efficacy profile than some leading antibody therapies, and with some of the antibody therapies having lost efficacy against the omicron variant, Paxlovid will be a \"highly attractive option for physicians and patients,\" Porges said.</p><p><blockquote>Paxlovid比一些领先的抗体疗法具有更好的疗效，并且由于一些抗体疗法已经失去了针对奥密克戎病毒变异体的疗效，Paxlovid将是“对医生和患者来说非常有吸引力的选择”，Porges说。</blockquote></p><p> <b>Paxlovid Should Remain A Steady Contributor, BofA Says:</b>There should be no problem selling every course of Paxlovid Pfizer makes in 2022, BofA analyst Meacham said. The lag time between production and shipping/revenue recognition means Pfizer won't recognize the revenue from every dose in 2022, he added.</p><p><blockquote><b>美国银行表示，Paxlovid应该仍然是稳定的贡献者：</b>美国银行分析师米查姆表示，到2022年销售辉瑞生产的每一个疗程的Paxlovid应该没有问题。他补充说，生产和运输/收入确认之间的滞后时间意味着辉瑞不会在2022年确认每剂疫苗的收入。</blockquote></p><p> Longer-term, Paxlovid is likely to remain a steady contributor, the analyst said.</p><p><blockquote>分析师表示，从长远来看，Paxlovid可能仍然是一个稳定的贡献者。</blockquote></p><p> \"We expect breakthrough infections to continue regularly in the endemic phase, and while a baseline level of immunity from vaccines and prior infections will limit severity, we expect treatment of COVID cases as they occur in high-risk individuals to be standard of care,\" Meacham said.</p><p><blockquote>“我们预计突破性感染将在流行阶段定期继续，虽然疫苗和先前感染的基线免疫力水平将限制严重程度，但我们预计在高危个体中发生的新冠病例的治疗将成为标准护理，”米查姆说。</blockquote></p><p> Government entities are expected to stockpile Merck's pill and so initial sales will likely be there, the analyst said. Longer-term, Paxlovid will likely be the preferred agent, he added.</p><p><blockquote>分析师表示，预计政府实体将储备默克的药物，因此初步销售可能会出现。他补充说，从长远来看，Paxlovid可能是首选药物。</blockquote></p><p> <b>Pfizer Price Action:</b>&nbsp;Pfizer shares closed&nbsp;lower 1.41% to $58.71 on&nbsp;Thursday.</p><p><blockquote><b>辉瑞价格走势：</b>辉瑞股价周四收盘下跌1.41%，至58.71美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172289344","content_text":"Pfizer, Inc. announced Wednesday its oral COVID-19 antiviral pill, Paxlovid, has been authorized for use by the U.S. Food and Drug Administration.\nThe Pfizer Analysts:SVB Leerink analyst Geoffrey Porges has a Market Perform rating and a $52 price target for Pfizer.\nBofA Securities analyst Geoff Meacham maintained a Neutral rating and a $59 price target.\nBroad Label, Increased Supply To Give Pfizer Dominant Market Position:Pfizer received the nod for the oral COVID-19 treatment ahead of Merck & Co., Inc., which submitted its application for itsmolnupiravirmore than a month ahead of Pfizer, Porges said in a note.\nThe analyst sees the increase in Pfizer's expected supply of Paxlovid to 120 million courses next year as significant. The company will sell and distribute most of these courses, resulting in revenue well in excess of SVB Leerink's current forecast of $24 billion in Paxlovid sales in 2022 and $33 billion in 2023, the analyst said.\nRevenue contribution will drop to $10 billion in 2024, the analyst said. This total $67 billion in Paxlovid sales estimated for 2022-'24 is well above consensus, he added.\nThe impact of drug-drug interactions on Paxlovid uptake will be modest since many of the drugs on the list can be paused for the short duration of Paxlovid treatment without significant impact for patients, Porges said. Patients that will likely be excluded from Paxlovid use are those with severe liver or renal impairment and those who have uncontrolled HIV-1 infection, he added.\nThe drug label also didn't preclude pregnant women from Paxlovid treatment and painted a risk/benefit profile that was relatively benign compared to Merck's molnupiravir, which showed embryonic development and fetal growth risks in animals, the analyst said.\nPaxlovid has a better efficacy profile than some leading antibody therapies, and with some of the antibody therapies having lost efficacy against the omicron variant, Paxlovid will be a \"highly attractive option for physicians and patients,\" Porges said.\nPaxlovid Should Remain A Steady Contributor, BofA Says:There should be no problem selling every course of Paxlovid Pfizer makes in 2022, BofA analyst Meacham said. The lag time between production and shipping/revenue recognition means Pfizer won't recognize the revenue from every dose in 2022, he added.\nLonger-term, Paxlovid is likely to remain a steady contributor, the analyst said.\n\"We expect breakthrough infections to continue regularly in the endemic phase, and while a baseline level of immunity from vaccines and prior infections will limit severity, we expect treatment of COVID cases as they occur in high-risk individuals to be standard of care,\" Meacham said.\nGovernment entities are expected to stockpile Merck's pill and so initial sales will likely be there, the analyst said. Longer-term, Paxlovid will likely be the preferred agent, he added.\nPfizer Price Action: Pfizer shares closed lower 1.41% to $58.71 on Thursday.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607706537,"gmtCreate":1639583446503,"gmtModify":1639583446829,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Very insightful especially on crypto’s topic.&nbsp;","listText":"Very insightful especially on crypto’s topic.&nbsp;","text":"Very insightful especially on crypto’s topic.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607706537","repostId":"2191956629","repostType":4,"isVote":1,"tweetType":1,"viewCount":3037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605510379,"gmtCreate":1639189290601,"gmtModify":1639189434109,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Its more than what meets the headlines. China is always cautious. But good for long run","listText":"Its more than what meets the headlines. China is always cautious. But good for long run","text":"Its more than what meets the headlines. China is always cautious. But good for long run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605510379","repostId":"2190275356","repostType":4,"isVote":1,"tweetType":1,"viewCount":3050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878809285,"gmtCreate":1637162516571,"gmtModify":1637162516688,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Who cares what bofa says. They only care about their own bags","listText":"Who cares what bofa says. They only care about their own bags","text":"Who cares what bofa says. They only care about their own bags","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878809285","repostId":"1191602151","repostType":4,"repost":{"id":"1191602151","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":1637160729,"share":"https://www.laohu8.com/m/news/1191602151?lang=zh_CN&edition=full","pubTime":"2021-11-17 22:52","market":"us","language":"en","title":"Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌超7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191602151","media":"Tiger Newspress","summary":"Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.\n\nBank of America analys","content":"<p>Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.</p><p><blockquote>美国银行因增长放缓而将Sea股价下调至中性后，Sea股价下跌超过7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b220c8739f206a6f035287f0bc93429\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.</p><p><blockquote>美国银行分析师Sachin Salgaonkar将该股评级从买入下调至中性。</blockquote></p><p> In addition, Sea&nbsp;kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.</p><p><blockquote>此外，Salgaonkar在给客户的一份报告中写道，Sea保持游戏指引不变，这意味着第四季度增长放缓。</blockquote></p><p> The analyst sees a balanced risk/reward for the stock; shares&nbsp;climb 85%&nbsp;Y/Y.</p><p><blockquote>分析师认为该股的风险/回报平衡；股价同比上涨85%。</blockquote></p><p> \"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.</p><p><blockquote>分析师指出：“我们下调了游戏收入预期，以考虑到经济放缓和电子商务亏损增加的因素，因为我们考虑到现金消耗增加。”</blockquote></p><p> Lowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.</p><p><blockquote>将2022年全年每股亏损预期下调至5.72美元，将2023年全年亏损预期下调至每股4.45美元。</blockquote></p><p> \"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"</p><p><blockquote>“共识尚未考虑到基于向欧洲/印度新市场扩张的中期亏损上升。”</blockquote></p><p> The Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.</p><p><blockquote>中性评级与中性量化评级一致，动量因素等级最好，估值最差。</blockquote></p><p> However, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).</p><p><blockquote>然而，中性评级与非常看涨的华尔街分析师评级（18非常看涨，7看涨）不同。</blockquote></p><p> Previously, (June 10) Sea gotupgraded to Buy at BofA.</p><p><blockquote>此前，（6月10日）美国银行将Sea评级上调至买入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6013b61a037fd78ec0a89cb8d3193ddc\" tg-width=\"726\" tg-height=\"279\" 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>Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌超7%</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\">\nSea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌超7%</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\">2021-11-17 22:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.</p><p><blockquote>美国银行因增长放缓而将Sea股价下调至中性后，Sea股价下跌超过7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4b220c8739f206a6f035287f0bc93429\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Bank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.</p><p><blockquote>美国银行分析师Sachin Salgaonkar将该股评级从买入下调至中性。</blockquote></p><p> In addition, Sea&nbsp;kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.</p><p><blockquote>此外，Salgaonkar在给客户的一份报告中写道，Sea保持游戏指引不变，这意味着第四季度增长放缓。</blockquote></p><p> The analyst sees a balanced risk/reward for the stock; shares&nbsp;climb 85%&nbsp;Y/Y.</p><p><blockquote>分析师认为该股的风险/回报平衡；股价同比上涨85%。</blockquote></p><p> \"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.</p><p><blockquote>分析师指出：“我们下调了游戏收入预期，以考虑到经济放缓和电子商务亏损增加的因素，因为我们考虑到现金消耗增加。”</blockquote></p><p> Lowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.</p><p><blockquote>将2022年全年每股亏损预期下调至5.72美元，将2023年全年亏损预期下调至每股4.45美元。</blockquote></p><p> \"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"</p><p><blockquote>“共识尚未考虑到基于向欧洲/印度新市场扩张的中期亏损上升。”</blockquote></p><p> The Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.</p><p><blockquote>中性评级与中性量化评级一致，动量因素等级最好，估值最差。</blockquote></p><p> However, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).</p><p><blockquote>然而，中性评级与非常看涨的华尔街分析师评级（18非常看涨，7看涨）不同。</blockquote></p><p> Previously, (June 10) Sea gotupgraded to Buy at BofA.</p><p><blockquote>此前，（6月10日）美国银行将Sea评级上调至买入。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6013b61a037fd78ec0a89cb8d3193ddc\" tg-width=\"726\" tg-height=\"279\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191602151","content_text":"Sea shares fell more than 7% after cut to Neutral at BofA on slowing growth.\n\nBank of America analyst Sachin Salgaonkar downgrades the stock to a Neutral rating from a Buy.\nIn addition, Sea kept gaming guidance unchanged, which implies slowing growth in Q4, Salgaonkar writes in a note to clients.\nThe analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.\n\"We cut our gaming revenue estimates to factor in a slowdown and increase e-com losses as we factor increasing cash-burn,\" the analyst notes.\nLowers full-year 2022 loss per share estimate to $5.72 and 2023 to $4.45 per share.\n\"Consensus is yet to factor in rising losses in the medium term based on expansion into new markets in Europe/India.\"\nThe Neutral rating agrees theNeutral Quant Rating, with the best factor grade in Momentum and the worst in Valuation.\nHowever, the Neutral rating diverges from the Very BullishWall Street Analyst Rating(18 Very Bullish, 7 Bullish).\nPreviously, (June 10) Sea gotupgraded to Buy at BofA.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":3002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879950506,"gmtCreate":1636678186088,"gmtModify":1636678186503,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Slow but sure","listText":"Slow but sure","text":"Slow but sure","images":[{"img":"https://static.tigerbbs.com/e52eefd34005572c21b56f1d61e84416","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879950506","isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":847953953,"gmtCreate":1636474166866,"gmtModify":1636474167230,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","listText":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","text":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847953953","repostId":"1127189501","repostType":2,"isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844447839,"gmtCreate":1636455410265,"gmtModify":1636455410730,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IVDA\">$Iveda Solutions, Inc.(IVDA)$</a>Up only","listText":"<a href=\"https://laohu8.com/S/IVDA\">$Iveda Solutions, Inc.(IVDA)$</a>Up only","text":"$Iveda Solutions, Inc.(IVDA)$Up only","images":[{"img":"https://static.tigerbbs.com/bda88f3189c5fd0ed8a4f10f2f8daefb","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844447839","isVote":1,"tweetType":1,"viewCount":3068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845392318,"gmtCreate":1636278122906,"gmtModify":1636278123298,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BKNG\">$Booking Holdings(BKNG)$</a>This has been on meteoric rise. Once gantry all open, price goes up another 30%","listText":"<a href=\"https://laohu8.com/S/BKNG\">$Booking Holdings(BKNG)$</a>This has been on meteoric rise. Once gantry all open, price goes up another 30%","text":"$Booking Holdings(BKNG)$This has been on meteoric rise. Once gantry all open, price goes up another 30%","images":[{"img":"https://static.tigerbbs.com/11541445d326f24f9a97852cc9c2ff40","width":"1125","height":"3463"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845392318","isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841828036,"gmtCreate":1635902291749,"gmtModify":1635902291866,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IVDA\">$Iveda Solutions, Inc.(IVDA)$</a>slow and sure","listText":"<a href=\"https://laohu8.com/S/IVDA\">$Iveda Solutions, Inc.(IVDA)$</a>slow and 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Memory(4DS.AU)$Suspension and hope for good news","images":[{"img":"https://static.tigerbbs.com/067201907e9d120e1588dcf17e2a73db","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824962360","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828753843,"gmtCreate":1633950394967,"gmtModify":1633950401000,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Slowly but surely","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Slowly but surely","text":"$Tiger Brokers(TIGR)$Slowly but surely","images":[{"img":"https://static.tigerbbs.com/4791a93b1b3ba40a0274f8ec6c02ec53","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828753843","isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":821567467,"gmtCreate":1633762571497,"gmtModify":1633762571887,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Buy when it dips","listText":"Buy when it dips","text":"Buy when it dips","images":[{"img":"https://static.tigerbbs.com/acbae9489a89f271306ce0ab8c8031c8","width":"1125","height":"2099"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821567467","isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864954740,"gmtCreate":1633051326851,"gmtModify":1633051327262,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>Looking for opportunity to cut this losing stk. huge disappointment","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>Looking for opportunity to cut this losing stk. huge disappointment","text":"$Skillz Inc(SKLZ)$Looking for opportunity to cut this losing stk. huge disappointment","images":[{"img":"https://static.tigerbbs.com/a8b37637d2e8413ece40191650611a92","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/864954740","isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865177582,"gmtCreate":1632964560514,"gmtModify":1632964560877,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/4DS.AU\">$4DS Memory(4DS.AU)$</a>Slowly rising when bondyield gonup, this undervalued stk will go up","listText":"<a href=\"https://laohu8.com/S/4DS.AU\">$4DS Memory(4DS.AU)$</a>Slowly rising when bondyield gonup, this undervalued stk will go up","text":"$4DS Memory(4DS.AU)$Slowly rising when bondyield gonup, this undervalued stk will go up","images":[{"img":"https://static.tigerbbs.com/1bbff13e2ad7b576282e675145195fa3","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865177582","isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865177330,"gmtCreate":1632964524764,"gmtModify":1632964525133,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Dipping","listText":"Dipping","text":"Dipping","images":[{"img":"https://static.tigerbbs.com/6bdd593feb68c5222dbe2a6fb63bb25b","width":"1125","height":"2564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865177330","isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865178259,"gmtCreate":1632964278116,"gmtModify":1632967949284,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Rising rates are inevitable. Bond yield will go up as prices of bond going down. Companies that have huge debt would face sell off","listText":"Rising rates are inevitable. Bond yield will go up as prices of bond going down. Companies that have huge debt would face sell off","text":"Rising rates are inevitable. Bond yield will go up as prices of bond going down. Companies that have huge debt would face sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865178259","repostId":"2171300933","repostType":4,"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862675885,"gmtCreate":1632878584406,"gmtModify":1632878584540,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Oh no.&nbsp;gotta buy the dip moree","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Oh no.&nbsp;gotta buy the dip moree","text":"$Tiger Brokers(TIGR)$Oh no. gotta buy the dip moree","images":[{"img":"https://static.tigerbbs.com/5edd9e90ea4481f6624a9b01abaeb4d2","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862675885","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":862672659,"gmtCreate":1632878552297,"gmtModify":1632880425287,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"htmlText":"Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry.&nbsp;","listText":"Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry.&nbsp;","text":"Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862672659","repostId":"1179744266","repostType":4,"isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":864954740,"gmtCreate":1633051326851,"gmtModify":1633051327262,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>Looking for opportunity to cut this losing stk. huge disappointment","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>Looking for opportunity to cut this losing stk. huge disappointment","text":"$Skillz Inc(SKLZ)$Looking for opportunity to cut this losing stk. huge disappointment","images":[{"img":"https://static.tigerbbs.com/a8b37637d2e8413ece40191650611a92","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/864954740","isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":815745365,"gmtCreate":1630722507157,"gmtModify":1632906190724,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"Overall, it is not sideway but gradually going up so long as fed has so called cheap money","listText":"Overall, it is not sideway but gradually going up so long as fed has so called cheap money","text":"Overall, it is not sideway but gradually going up so long as fed has so called cheap money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/815745365","repostId":"2164803577","repostType":4,"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832153934,"gmtCreate":1629600198028,"gmtModify":1633683845552,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"wait for great pullback before u pump in guys","listText":"wait for great pullback before u pump in guys","text":"wait for great pullback before u pump in guys","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/832153934","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有多年股票而不是租用几天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","SNPS":"新思科技","SOXX":"iShares费城交易所半导体ETF","ON":"安森美半导体","SSNLF":"三星电子","AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A","AMZN":"亚马逊","NVDA":"英伟达","QCOM":"高通","ASML":"阿斯麦","CDNS":"铿腾电子"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"SSNLF":0.9,"ASML":0.9,"AAPL":0.9,"GOOGL":0.9,"AMZN":0.9,"TSM":0.9,"NVDA":0.9,"CDNS":0.9,"SNPS":0.9,"QCOM":0.9,"SOXX":0.9,"GOOG":0.9,"ON":0.9}},"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897204773,"gmtCreate":1628918914192,"gmtModify":1633688480115,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"I gotta say tesla is definitely here to stay another decades after one. But do also take note of many ev competitors rn. Its like the beginning of ford and the rise of daimlers few decades ago","listText":"I gotta say tesla is definitely here to stay another decades after one. But do also take note of many ev competitors rn. Its like the beginning of ford and the rise of daimlers few decades ago","text":"I gotta say tesla is definitely here to stay another decades after one. But do also take note of many ev competitors rn. Its like the beginning of ford and the rise of daimlers few decades ago","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897204773","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohu8.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大车厂目前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在总统乔·拜登的敦促下，汽车行业承诺到2030年将电动汽车的产量提高到约占美国总销量的一半，这一计划让人们燃起了电动汽车从小众转向主流的希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>据彭博新能源财经称，2020年电动汽车占美国汽车销量的2.4%，高于五年前的0.7%。该研究提供商预计，到2025年，这一份额将增至11%；预计到2030年，美国销售的汽车中有三分之一以上将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前，几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是各主要汽车制造商对电动汽车的既定计划，包括（如果有）投资金额以及他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是根据公司网站、之前的报告和彭博新能源财经的预测整理而成，并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车闻名的奥迪品牌承诺，到2025年，纯电动汽车将占其销量的35%。届时，奥迪买家将有约20款电动车型可供选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马公司是最早的电动汽车创新者之一。八年前，该公司推出了i3紧凑型电动汽车，当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓，但该汽车制造商承诺，今年其欧洲销量的25%将是全电动和混合动力汽车，到2030年，其Mini品牌的所有销量都将是纯电动汽车。预计未来几年将推出10多种电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计，到2025年，其销量的15%至25%将来自电动汽车销量；到2030年，这一比例预计将增长至50%。梅赛德斯-奔驰计划在2021年底推出三款新的电动乘用车车型，并在2022年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F)$</a>曾表示，到2030年，其全球销量的40%将是电动汽车。福特的目标是到2022年推出数十款电动车型，这一年也将标志着其备受期待的全电动F-150 Lightning皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150 Lightning作者：杰夫·科瓦尔斯基/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称Lightning是其超过220亿美元电动汽车押注的“支柱”，其中包括野马及其全顺货车等其他畅销汽车的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>GM</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>一月份，该公司表示计划到2035年逐步淘汰所有内燃机汽车，届时只销售零排放汽车，令华尔街感到惊讶。该汽车制造商还承诺到2040年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示，到本世纪中期，将在全球范围内提供30款全电动车型，到2025年底，该公司40%的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市，并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌，预计到2030年其销售额的40%将来自电动汽车和燃料电池电动汽车。2020年4月，本田和通用汽车宣布合作开发使用通用汽车Ultium电池的本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家还拥有起亚的韩国汽车制造商的目标是到2025年，其起亚和现代品牌销量的40%来自电动汽车和燃料电池电动汽车。其现代品牌计划届时推出30多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到2030年提供5%的汽车为纯电动汽车，但电动汽车销量占总销量的百分比目标目前尚不清楚。马自达不在美国提供电动汽车，但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一，多年来，对于那些没有足够财力购买特斯拉公司的人来说，日产聆风是为数不多的选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>S型。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划明年在中国推出20款电动汽车车型，而在美国，该公司最近表示，计划到2030年，其美国汽车销量的40%以上将是全电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词，其目标是到2025年让电动汽车占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>Stellantis</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI)是今年早些时候由菲亚特克莱斯勒汽车公司(Fiat Chrysler Automobiles NV)和法国PSA集团合并而成的全球汽车制造商，该公司7月份表示，到2025年，将在电动汽车和相关技术上投资350亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年，Stellantis预计其美国销售额的31%和欧洲销售额的38%将来自电动汽车，预计到2030年，这一比例将增长到美国销售额的35%和欧洲销售额的70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到2030年，这家日本制造商40%的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到2030年，这家全球第一汽车制造商(7203.TO)约70%的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到2025年提供15款纯电动汽车车型。当然，这家汽车制造商在二十年前就推出了混合动力丰田普锐斯。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到2030年，该汽车制造商70%的欧洲销量来自电动汽车，50%的美国销量来自电动汽车。大众汽车承诺到2025年在电动汽车上花费约400亿美元。</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>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大车厂目前的电动汽车计划</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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉：以下是各大车厂目前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在总统乔·拜登的敦促下，汽车行业承诺到2030年将电动汽车的产量提高到约占美国总销量的一半，这一计划让人们燃起了电动汽车从小众转向主流的希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>据彭博新能源财经称，2020年电动汽车占美国汽车销量的2.4%，高于五年前的0.7%。该研究提供商预计，到2025年，这一份额将增至11%；预计到2030年，美国销售的汽车中有三分之一以上将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前，几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是各主要汽车制造商对电动汽车的既定计划，包括（如果有）投资金额以及他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是根据公司网站、之前的报告和彭博新能源财经的预测整理而成，并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车闻名的奥迪品牌承诺，到2025年，纯电动汽车将占其销量的35%。届时，奥迪买家将有约20款电动车型可供选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马公司是最早的电动汽车创新者之一。八年前，该公司推出了i3紧凑型电动汽车，当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓，但该汽车制造商承诺，今年其欧洲销量的25%将是全电动和混合动力汽车，到2030年，其Mini品牌的所有销量都将是纯电动汽车。预计未来几年将推出10多种电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计，到2025年，其销量的15%至25%将来自电动汽车销量；到2030年，这一比例预计将增长至50%。梅赛德斯-奔驰计划在2021年底推出三款新的电动乘用车车型，并在2022年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F)$</a>曾表示，到2030年，其全球销量的40%将是电动汽车。福特的目标是到2022年推出数十款电动车型，这一年也将标志着其备受期待的全电动F-150 Lightning皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150 Lightning作者：杰夫·科瓦尔斯基/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称Lightning是其超过220亿美元电动汽车押注的“支柱”，其中包括野马及其全顺货车等其他畅销汽车的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>GM</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>一月份，该公司表示计划到2035年逐步淘汰所有内燃机汽车，届时只销售零排放汽车，令华尔街感到惊讶。该汽车制造商还承诺到2040年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示，到本世纪中期，将在全球范围内提供30款全电动车型，到2025年底，该公司40%的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市，并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌，预计到2030年其销售额的40%将来自电动汽车和燃料电池电动汽车。2020年4月，本田和通用汽车宣布合作开发使用通用汽车Ultium电池的本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家还拥有起亚的韩国汽车制造商的目标是到2025年，其起亚和现代品牌销量的40%来自电动汽车和燃料电池电动汽车。其现代品牌计划届时推出30多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到2030年提供5%的汽车为纯电动汽车，但电动汽车销量占总销量的百分比目标目前尚不清楚。马自达不在美国提供电动汽车，但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一，多年来，对于那些没有足够财力购买特斯拉公司的人来说，日产聆风是为数不多的选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>S型。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划明年在中国推出20款电动汽车车型，而在美国，该公司最近表示，计划到2030年，其美国汽车销量的40%以上将是全电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词，其目标是到2025年让电动汽车占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>Stellantis</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI)是今年早些时候由菲亚特克莱斯勒汽车公司(Fiat Chrysler Automobiles NV)和法国PSA集团合并而成的全球汽车制造商，该公司7月份表示，到2025年，将在电动汽车和相关技术上投资350亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年，Stellantis预计其美国销售额的31%和欧洲销售额的38%将来自电动汽车，预计到2030年，这一比例将增长到美国销售额的35%和欧洲销售额的70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到2030年，这家日本制造商40%的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到2030年，这家全球第一汽车制造商(7203.TO)约70%的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到2025年提供15款纯电动汽车车型。当然，这家汽车制造商在二十年前就推出了混合动力丰田普锐斯。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到2030年，该汽车制造商70%的欧洲销量来自电动汽车，50%的美国销量来自电动汽车。大众汽车承诺到2025年在电动汽车上花费约400亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?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":{"HMC":"本田汽车","F":"福特汽车","STLA":"Stellantis NV","VLKAF":"Volkswagen AG","DDAIF":"戴姆勒汽车","TSLA":"特斯拉","NSANY":"日产汽车","HYEVF":"Hyundai Elevator Co Ltd.","GM":"通用汽车","FUJHF":"Subaru Corporation ","TM":"丰田汽车"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.","news_type":1,"symbols_score_info":{"NSANY":0.9,"TM":0.9,"HYEVF":0.9,"FUJHF":0.9,"HMC":0.9,"F":0.9,"AUDVF":0.9,"VLKAF":0.9,"GM":0.9,"DDAIF":0.9,"STLA":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830211098,"gmtCreate":1629075193514,"gmtModify":1631883982904,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"Its a no brainer. Just whack ten cent!!","listText":"Its a no brainer. Just whack ten cent!!","text":"Its a no brainer. Just whack ten cent!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/830211098","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohu8.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局，零售商已准备好采取行动。沃尔玛和家得宝周二发布报告，劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点，然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测，上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme，随后是繁忙的周三：Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩，Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标：周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数，以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三，美联储货币政策委员会公布了7月底上次会议的纪要。然后，世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下，7月份的历史新高为43.0，当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&amp;Associates和La-Z-Boy在收盘后报告财务业绩，并将于第二天（8月18日）上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%，与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80，与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后，预计经季节调整后环比下降0.3%。不包括汽车在内，支出预计将增长0.2%，而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示，经季节调整后的新屋开工年率为161.0万套，低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发，<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后，LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</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>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday.&nbsp;Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局，零售商已准备好采取行动。沃尔玛和家得宝周二发布报告，劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点，然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a&nbsp;0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测，上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and&nbsp;Krispy Kreme&nbsp;on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and&nbsp;Lumentum Holdings&nbsp;all report.Applied Materials&nbsp;goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme，随后是繁忙的周三：Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩，Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics:&nbsp;The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标：周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数，以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the&nbsp;Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the&nbsp;Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三，美联储货币政策委员会公布了7月底上次会议的纪要。然后，世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and&nbsp;Clear Secure&nbsp;are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下，7月份的历史新高为43.0，当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry &amp; Associates,and&nbsp;La-Z-Boy&nbsp;report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&amp;Associates和La-Z-Boy在收盘后报告财务业绩，并将于第二天（8月18日）上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b>&nbsp;releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%，与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b>&nbsp;of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80，与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b>&nbsp;Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b>&nbsp;retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后，预计经季节调整后环比下降0.3%。不包括汽车在内，支出预计将增长0.2%，而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b>&nbsp;Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示，经季节调整后的新屋开工年率为161.0万套，低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发，<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后，LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","NVDA":"英伟达",".SPX":"S&P 500 Index","TGT":"塔吉特","TME":"腾讯音乐","WMT":"沃尔玛"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"TGT":0.9,"WMT":0.9,"NVDA":0.9,".DJI":0.9,".IXIC":0.9,"TME":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891908890,"gmtCreate":1628312843210,"gmtModify":1633751715929,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"Long read and great","listText":"Long read and great","text":"Long read and great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891908890","repostId":"1119792130","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":868181318,"gmtCreate":1632619915934,"gmtModify":1632651520080,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"Not only 2 stocks, there re plenty of recession proof including cloud computing and saas","listText":"Not only 2 stocks, there re plenty of recession proof including cloud computing and saas","text":"Not only 2 stocks, there re plenty of recession proof including cloud computing and saas","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868181318","repostId":"2170909614","repostType":4,"isVote":1,"tweetType":1,"viewCount":609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883692494,"gmtCreate":1631236537718,"gmtModify":1632883753940,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"The traditional finance has been saying that since 2015. Look at where btc is now. It serves as a good hedge and asset appreciation&nbsp;for unstable countries like south americas or africas where hyperinflation is rife. Their governments are not doing a good job to maintain their own currencies.&nbsp;","listText":"The traditional finance has been saying that since 2015. Look at where btc is now. It serves as a good hedge and asset appreciation&nbsp;for unstable countries like south americas or africas where hyperinflation is rife. Their governments are not doing a good job to maintain their own currencies.&nbsp;","text":"The traditional finance has been saying that since 2015. Look at where btc is now. It serves as a good hedge and asset appreciation for unstable countries like south americas or africas where hyperinflation is rife. Their governments are not doing a good job to maintain their own currencies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/883692494","repostId":"2166425283","repostType":4,"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847953953,"gmtCreate":1636474166866,"gmtModify":1636474167230,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","listText":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","text":"As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847953953","repostId":"1127189501","repostType":2,"isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861959170,"gmtCreate":1632450268790,"gmtModify":1632722604949,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574715322913604","authorIdStr":"3574715322913604"},"themes":[],"htmlText":"It is still better to remain cautious. That means rebalancing and not enter overvalued stocks","listText":"It is still better to remain cautious. That means rebalancing and not enter overvalued stocks","text":"It is still better to remain cautious. That means rebalancing and not enter overvalued stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/861959170","repostId":"2169240695","repostType":4,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}