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WengYongLi
Wander beyond the wilderness
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WengYongLi
2021-12-24
Pfizer will continue to soar short term. There are so little competition for vaccines.
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WengYongLi
2021-12-15
Very insightful especially on crypto’s topic.
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WengYongLi
2021-12-11
Its more than what meets the headlines. China is always cautious. But good for long run
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WengYongLi
2021-11-17
Who cares what bofa says. They only care about their own bags
Sea shares fell more than 7% in morning trading<blockquote>Sea股价早盘下跌逾7%</blockquote>
WengYongLi
2021-11-12
Slow but sure
WengYongLi
2021-11-10
As long as they filed sec, its not illegal. Honestly, they also think tesla is overvalued
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WengYongLi
2021-11-09
$Iveda Solutions, Inc.(IVDA)$
Up only
WengYongLi
2021-11-07
$Booking Holdings(BKNG)$
This has been on meteoric rise. Once gantry all open, price goes up another 30%
WengYongLi
2021-11-03
$Iveda Solutions, Inc.(IVDA)$
slow and sure
WengYongLi
2021-10-20
$4DS Memory(4DS.AU)$
Hidden and suspended
WengYongLi
2021-10-16
Hidden gem
WengYongLi
2021-10-15
$4DS Memory(4DS.AU)$
Suspension and hope for good news
WengYongLi
2021-10-11
$Tiger Brokers(TIGR)$
Slowly but surely
WengYongLi
2021-10-09
Buy when it dips
WengYongLi
2021-10-01
$Skillz Inc(SKLZ)$
Looking for opportunity to cut this losing stk. huge disappointment
WengYongLi
2021-09-30
$4DS Memory(4DS.AU)$
Slowly rising when bondyield gonup, this undervalued stk will go up
WengYongLi
2021-09-30
Dipping
WengYongLi
2021-09-30
Rising rates are inevitable. Bond yield will go up as prices of bond going down. Companies that have huge debt would face sell off
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WengYongLi
2021-09-29
$Tiger Brokers(TIGR)$
Oh no. gotta buy the dip moree
WengYongLi
2021-09-29
Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry.
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will continue to soar short term. There are so little competition for vaccines. ","listText":"Pfizer will continue to soar short term. There are so little competition for vaccines. ","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,"isVote":1,"tweetType":1,"viewCount":2862,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","htmlText":"Very insightful especially on crypto’s topic. ","listText":"Very insightful especially on crypto’s topic. ","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":3866,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":3841,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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.laohunote.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股价早盘下跌逾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将 Sea 股价下调至中性评级后,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 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 保持博彩指导不变,这意味着第四季度的增长将放缓。</blockquote></p><p> The analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.</p><p><blockquote>分析师认为该股的风险/回报是平衡的;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>这位分析师指出:“我们下调了游戏收入预期,以考虑到经济放缓和电子商务损失增加,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 年全年每股亏损预期下调至 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/印度新市场的扩张而导致的中期内损失上升。”</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,动量因子评级最好,估值因子评级最差。</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股价早盘下跌逾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股价早盘下跌逾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将 Sea 股价下调至中性评级后,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 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 保持博彩指导不变,这意味着第四季度的增长将放缓。</blockquote></p><p> The analyst sees a balanced risk/reward for the stock; shares climb 85% Y/Y.</p><p><blockquote>分析师认为该股的风险/回报是平衡的;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>这位分析师指出:“我们下调了游戏收入预期,以考虑到经济放缓和电子商务损失增加,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 年全年每股亏损预期下调至 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/印度新市场的扩张而导致的中期内损失上升。”</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,动量因子评级最好,估值因子评级最差。</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":3753,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":3456,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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. 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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)$This has been on meteoric rise. Once gantry all open, price goes up another 30%","images":[{"img":"https://static.tigerbbs.com/11541445d326f24f9a97852cc9c2ff40","width":"1125","height":"3463"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845392318","isVote":1,"tweetType":1,"viewCount":3799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841828036,"gmtCreate":1635902291749,"gmtModify":1635902291866,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IVDA\">$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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suspended","text":"$4DS Memory(4DS.AU)$Hidden and suspended","images":[{"img":"https://static.tigerbbs.com/067201907e9d120e1588dcf17e2a73db","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859297292","isVote":1,"tweetType":1,"viewCount":3420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":824407652,"gmtCreate":1634344095036,"gmtModify":1634344095394,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","htmlText":"Hidden gem","listText":"Hidden gem","text":"Hidden gem","images":[{"img":"https://static.tigerbbs.com/25b3733b3f8226002dd76c159dfaace3","width":"1125","height":"2974"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824407652","isVote":1,"tweetType":1,"viewCount":1361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":824962360,"gmtCreate":1634270813901,"gmtModify":1634274410115,"author":{"id":"3574715322913604","authorId":"3574715322913604","name":"WengYongLi","avatar":"https://static.tigerbbs.com/47bde0946b4de3845bcba22c002e0cfd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/4DS.AU\">$4DS Memory(4DS.AU)$</a>Suspension and hope for good news","listText":"<a href=\"https://laohu8.com/S/4DS.AU\">$4DS Memory(4DS.AU)$</a>Suspension and hope for good news","text":"$4DS Memory(4DS.AU)$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":1634,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":794,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":1311,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":2192,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":1764,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":1512,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":1408,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Oh no. gotta buy the dip moree","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Oh no. 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":1398,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","htmlText":"Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry. ","listText":"Its a matter of time when rates will rise with bondyield rises. Company with huge debt will cry. ","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":1112,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":2192,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":428,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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.laohunote.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>买入芯片股的回调——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大。</blockquote></p><p> The 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.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%,而标准普尔 500 指数、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票值得买入?或者,这个历史上具有周期性的行业是否故技重施,陷入持续下跌趋势,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,但如果您喜欢持有股票多年,而不是租用几天,那么该集团值得购买。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>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化,现在确实不同了——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。我会回顾一下这些。但首先,以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过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 说:”受产品周期的驱动,芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>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,因此长期增长故事更可预测。</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 ”,终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出,网上购物、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 说:”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。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 Blair analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测,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,你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点,而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</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>在生产链的上下游,从设计到各类设备生产商再到制造,行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In 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.</p><p><blockquote>在芯片设计软件中,你有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻 (EUV) 等专业领域占据主导地位,例如 ASML。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,赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示,整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</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比历史上高得多。“温伯恩说:”在过去的几年里,芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%,而十年前则在 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 & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere & Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出,尽管芯片股票的交易市盈率约为市盈率,但它们看起来很便宜,因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</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 and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (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的业绩可能会因为新管理层而得到提振: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>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击,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\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</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, 由于其卓越的设计能力, Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</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,当高通和英伟达等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\">概要</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可以帮助芯片创新者为他们的芯片创建蓝图,他特别指出了这些名字。“他们不是世界上增长最快的公司,但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV游戏</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应用到硅上,台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上,这一过程称为极紫外线光刻。“罗通蒂说:”其他人还没有想出怎么做。</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,它在供应这样做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>供过于求</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,这样它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 年生产其使用的芯片的 70%,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>结果是,政府为促进制造业提供了大量支持,因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购,导致未来的平静,这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, 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.</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>干扰信号</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 (PMI) 指数在 4 月份达到峰值,然后连续三个月放缓。与此同时,芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出,通常两者遵循相同的趋势。他将这种差异归因于库存积累,而库存积累不如真正的终端市场需求可持续。因此,他认为这种背离是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 (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。“卡拉泽里斯说:”这些通常是在周期的顶部而不是底部看到的东西。</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>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映,而不是短缺并非真实存在的迹象(只是库存积压)。“Leuthold 经济学家兼策略师吉姆-保尔森(Jim Paulsen)说:”这种分歧并不一定意味着芯片订单会翻盘消亡。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,福特刚刚宣布不得不减产是因为芯片短缺,而不是潜在需求不足。</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对大件商品被压抑的需求等因素,体面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撑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>买入芯片股的回调——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>买入芯片股的回调——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大。</blockquote></p><p> The 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.</p><p><blockquote>iShares 半导体 ETF 较近期高点下跌超过 6%,而标准普尔 500 指数、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票值得买入?或者,这个历史上具有周期性的行业是否故技重施,陷入持续下跌趋势,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,但如果您喜欢持有股票多年,而不是租用几天,那么该集团值得购买。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>这些无疑是投资中最可怕的词语之一。但芯片行业已经发生了很大的变化,现在确实不同了——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。我会回顾一下这些。但首先,以下是该集团现在 “更安全 ”的三个主要原因--以及我在过去几天里与六位行业专家交谈过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 说:”受产品周期的驱动,芯片行业的需求总是时好时坏。“<a href=\"https://laohu8.com/S/FBNC\">第一</a>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,因此长期增长故事更可预测。</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 ”,终端市场需求从各个角度都更加多样化。把远程办公服务想象成<a href=\"https://laohu8.com/S/ZM\">缩放</a>看好该集团的 Gabelli Funds 投资组合经理兼技术分析师 Hendi Susanto 指出,网上购物、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 说:”现代数字经济的任何方面都离不开半导体。“这意味着所有东西都有更多的筹码。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 Blair analyst Greg Scolaro.</p><p><blockquote>他没开玩笑。威廉·布莱尔分析师格雷格·斯科拉罗预测,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,你听到的大范围供应短缺 “可能要到明年年底的某个时候才能得到解决”。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师 Vivek Arya。“这不仅是我们的观点,而且<a href=\"https://laohu8.com/S/AONE.U\">一</a>大多数大客户都证实了这一点。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2、玩家巩固</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>在生产链的上下游,从设计到各类设备生产商再到制造,行业参与者已经整合成罗通蒂-评级 “赢得 ”的双头垄断或垄断。</blockquote></p><p> In 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.</p><p><blockquote>在芯片设计软件中,你有Cadence Design Systems和Synopsys。在生产设备方面,公司在极紫外光刻 (EUV) 等专业领域占据主导地位,例如 ASML。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,赢得了他们的利基或双寡头地位。这使得投资者对它们感兴趣。Rotonti 表示,整合还意味着参与者在定价和产能方面的行为更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所改善</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比历史上高得多。“温伯恩说:”在过去的几年里,芯片制造的经济性有了很大的改善。现金流或 EBITDA 利润率现在通常超过 30%,而十年前则在 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 & Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere & Co. 的投资组合经理拉马尔·维莱尔 (Lamar Villere) 指出,尽管芯片股票的交易市盈率约为市盈率,但它们看起来很便宜,因为它们是更好的公司。“他们并没有以泡沫倍数进行交易”。</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>要买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近核实的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新管理层玩法</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 and ON Semiconductor.</p><p><blockquote>尽管 Thrivent 高级股票研究分析师彼得·卡拉泽里斯 (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的业绩可能会因为新管理层而得到提振: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>两者都具有稳定的盈利能力。高通最近受到德克萨斯州恶劣天气等一次性问题的打击,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\">半导体</a>正在将手机以外的领域扩展到汽车、工业和物联网等新领域——联网设备领域。</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, 由于其卓越的设计能力, Nvidia 从数据中心和游戏设备芯片需求中获得了持续提振。</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,当高通和英伟达等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\">概要</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可以帮助芯片创新者为他们的芯片创建蓝图,他特别指出了这些名字。“他们不是世界上增长最快的公司,但他们的利润率很高”。他们也主宰了太空。</blockquote></p><p> <b>An EUV play</b></p><p><blockquote><b>EUV游戏</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应用到硅上,台积电和三星等公司转向了ASML。它的机器使用微小的光脉冲将芯片设计模板印在硅片上,这一过程称为极紫外线光刻。“罗通蒂说:”其他人还没有想出怎么做。</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,它在供应这样做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>供过于求</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,这样它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 年生产其使用的芯片的 70%,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>结果是,政府为促进制造业提供了大量支持,因此会有更多支持。风险是未来某个时候供应过剩。这也可能会推动芯片设备的采购,导致未来的平静,这可能会损害设备制造商的销售和利润率趋势。</blockquote></p><p> Next, 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.</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>干扰信号</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 (PMI) 指数在 4 月份达到峰值,然后连续三个月放缓。与此同时,芯片销售持续增长。Thrivent 跟踪该指标的 Karazeris 指出,通常两者遵循相同的趋势。他将这种差异归因于库存积累,而库存积累不如真正的终端市场需求可持续。因此,他认为这种背离是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 (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。“卡拉泽里斯说:”这些通常是在周期的顶部而不是底部看到的东西。</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>但也有可能全球采购经理人指数的放缓更多的是芯片短缺的反映,而不是短缺并非真实存在的迹象(只是库存积压)。“Leuthold 经济学家兼策略师吉姆-保尔森(Jim Paulsen)说:”这种分歧并不一定意味着芯片订单会翻盘消亡。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,福特刚刚宣布不得不减产是因为芯片短缺,而不是潜在需求不足。</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对大件商品被压抑的需求等因素,体面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撑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":{"ON":"安森美半导体","GOOGL":"谷歌A","AAPL":"苹果","ASML":"阿斯麦","AMZN":"亚马逊","QCOM":"高通","SNPS":"新思科技","GOOG":"谷歌","SOXX":"iShares费城交易所半导体ETF","TSM":"台积电","SSNLF":"三星电子","CDNS":"铿腾电子","NVDA":"英伟达"},"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":{"TSM":0.9,"QCOM":0.9,"SNPS":0.9,"NVDA":0.9,"AAPL":0.9,"ASML":0.9,"ON":0.9,"SSNLF":0.9,"CDNS":0.9,"GOOG":0.9,"GOOGL":0.9,"SOXX":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":705,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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.laohunote.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:以下是各大汽车制造商当前的电动汽车计划</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>在乔·拜登总统的敦促下,汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右,这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</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>根据彭博新能源财经的数据,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,美国销售的汽车中略多于三分之一将是电动汽车。</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>以下是每家主要汽车制造商对电动汽车的既定计划,包括(如果有的话)投资额和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>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的,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品牌闻名的奥迪承诺,到 2025 年,纯电动汽车将占其销量的 35%。届时,奥迪买家将从大约 20 款电动汽车车型中进行选择。</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 $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但这家汽车制造商承诺,今年其欧洲销量的 25% 将是全电动和混合动力汽车,到 2030 年,其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到 2025 年,电动汽车销量将占其销量的 15% 至 25%;到2030年,这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型,并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(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>该公司表示,到 2030 年,其全球销量的 40% 将是电动汽车销售。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期待已久的全电动 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>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”,其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</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,这让华尔街感到惊讶。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,它将在全球提供 30 款全电动汽车,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40%的销售额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,使用通用汽车的Ultium电池开发本田电动汽车。</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>这家韩国汽车制造商还拥有起亚汽车,其目标是到 2025 年,电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 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% 的纯电动汽车,但电动汽车销售目标占总销量的百分比目前尚不清楚。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)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</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>日产计划到明年在中国提供 20 款电动汽车车型,该公司最近表示,计划到 2030 年,其美国汽车销量的 40% 以上将是纯电动汽车。</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,电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</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) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商,该公司 7 月份表示,到 2025 年将在电动汽车及相关技术方面投资 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 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车,到 2030 年,这一比例预计将增长至美国销量的 35% 和欧洲销量的 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,这家全球第一大汽车制造商 (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凭借其混合动力丰田普锐斯破土动工。</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,该汽车制造商欧洲销量的 70% 将来自电动汽车,美国销量的 50% 将来自电动汽车。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:以下是各大汽车制造商当前的电动汽车计划</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:以下是各大汽车制造商当前的电动汽车计划</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>在乔·拜登总统的敦促下,汽车行业承诺到 2030 年将电动汽车产量提高到占美国总销量的一半左右,这一计划让人们对电动汽车能够从小众市场转向普通市场产生了希望。</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>根据彭博新能源财经的数据,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,美国销售的汽车中略多于三分之一将是电动汽车。</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>以下是每家主要汽车制造商对电动汽车的既定计划,包括(如果有的话)投资额和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>这些信息是从公司网站、以前的报告和彭博新能源财经的预测中整理的,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品牌闻名的奥迪承诺,到 2025 年,纯电动汽车将占其销量的 35%。届时,奥迪买家将从大约 20 款电动汽车车型中进行选择。</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 $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马股份公司是首批电动汽车创新者之一。该公司八年前推出了 i3 紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但这家汽车制造商承诺,今年其欧洲销量的 25% 将是全电动和混合动力汽车,到 2030 年,其 Mini 品牌的所有销量都将是纯电动的。预计未来几年将推出 10 多款电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/梅赛德斯-奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到 2025 年,电动汽车销量将占其销量的 15% 至 25%;到2030年,这一比例预计将增长到50%。梅赛德斯-奔驰计划在 2021 年底推出三款新型电动乘用车车型,并在 2022 年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(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>该公司表示,到 2030 年,其全球销量的 40% 将是电动汽车销售。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期待已久的全电动 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>杰夫·科瓦尔斯基的福特 F-150 Lightning/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称 Lightning 是其超过 220 亿美元电动汽车押注的“支柱”,其中包括野马及其 Transit van 等其他畅销车辆的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>通用汽车</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(通用汽车)$</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,这让华尔街感到惊讶。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,它将在全球提供 30 款全电动汽车,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40%的销售额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,使用通用汽车的Ultium电池开发本田电动汽车。</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>这家韩国汽车制造商还拥有起亚汽车,其目标是到 2025 年,电动汽车和燃料电池电动汽车占其起亚和现代品牌销量的 40%。其现代品牌计划届时生产 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% 的纯电动汽车,但电动汽车销售目标占总销量的百分比目前尚不清楚。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)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,其日产聆风一直是那些没有特斯拉公司所需雄厚财力的人的少数选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(特斯拉)$</a>模型S。</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>日产计划到明年在中国提供 20 款电动汽车车型,该公司最近表示,计划到 2030 年,其美国汽车销量的 40% 以上将是纯电动汽车。</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,电动汽车的销量占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>斯特兰蒂斯</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) 和法国标致雪铁龙集团 (PSA Group) 合并而成的全球汽车制造商,该公司 7 月份表示,到 2025 年将在电动汽车及相关技术方面投资 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 预计其美国销量的 31% 和欧洲销量的 38% 将来自电动汽车,到 2030 年,这一比例预计将增长至美国销量的 35% 和欧洲销量的 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,这家全球第一大汽车制造商 (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凭借其混合动力丰田普锐斯破土动工。</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,该汽车制造商欧洲销量的 70% 将来自电动汽车,美国销量的 50% 将来自电动汽车。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":{"F":"福特汽车","HYEVF":"Hyundai Elevator Co Ltd.","STLA":"Stellantis NV","TM":"丰田汽车","TSLA":"特斯拉","GM":"通用汽车","NSANY":"日产汽车","VLKAF":"Volkswagen AG","DDAIF":"戴姆勒汽车","FUJHF":"Subaru Corporation ","HMC":"本田汽车"},"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":{"F":0.9,"HMC":0.9,"HYEVF":0.9,"TM":0.9,"TSLA":0.9,"VLKAF":0.9,"GM":0.9,"FUJHF":0.9,"STLA":0.9,"NSANY":0.9,"DDAIF":0.9,"AUDVF":0.9}},"isVote":1,"tweetType":1,"viewCount":687,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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.laohunote.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、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. 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,零售商们已经准备好挺身而出。沃尔玛(Walmart)和家得宝(Home Depot)将于周二发布报告,劳氏(Lowe's)、塔吉特(Target)和 TJX 将于周三发布报告。Kohl's、Macy's、BJ's Wholesale 和 L Brands 是周四的零售亮点,Foot Locker 将于周五收盘。</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 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局公布的 7 月份零售销售数据也将于本周二公布。经济学家平均预测,继 6 月份上涨 0.6% 之后,上个月经季节性调整后将增长 0.2%。</blockquote></p><p> Major 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.</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、思科系统、Analog Devices 和 Lumentum Holdings 均发布报告。应用材料公司将于周四发布业绩,Deere将于周五收盘。</blockquote></p><p> Economic 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.</p><p><blockquote>本周公布的经济数据包括几项住房市场指标: 周二公布的全国住宅建筑商协会 NAHB/富国银行 8 月份住房市场指数,以及周三公布的人口普查局 7 月份新的住宅建设报告。</blockquote></p><p> Also 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.</p><p><blockquote>同样在周三,美联储货币政策委员会将公布 7 月下旬最后一次会议纪要。然后,世界大型企业联合会将于周四发布 7 月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>8/16星期一</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、东京电子和Clear Secure等公司在评级举行了财报会议。</blockquote></p><p> <b>The Federal Reserve</b> 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>纽约银行发布了 8 月份帝国州制造业调查。一致估计读数为26.5。相比之下,7 月份总体商业状况指数上涨了 26 点,创下了 43.0 的历史新高。</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 等公司在评级举办了财报会议。</blockquote></p><p> America’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.</p><p><blockquote>America's Car-Mart、Jack Henry & Associates 和 La-Z-Boy 将在收盘后公布财务业绩,并将于次日上午(8 月 18 日)举行财报评级。</blockquote></p><p> <b>The Federal Reserve</b> 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月份工业部门产能利用率。共识评级为 75.7%,与 6 月份的 75.4% 相比变化不大。工业生产预计将比 6 月份经季节性调整后的 0.4% 增长 0.5%。</blockquote></p><p> <b>The National Association</b> 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>住宅建筑商协会发布了8月份的NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份持平。该指数低于 11 月份创下的 90 点的历史高点。</blockquote></p><p> <b>Federal Reserve Board</b> 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> 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月份零售销售数据。继 6 月份上涨 0.6% 之后,经季节性调整后,预计环比下降 0.3%。不包括汽车,支出预计增长 0.2%,而上月增长 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> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布了7月下旬货币政策会议纪要。</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>思科系统公司、劳氏、塔吉特、TJX、腾讯控股控股公司、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</b>7 月份的新住宅开工报告预计将显示,经季节性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疫情后的峰值 173 万套。</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批发商<b>品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、科尔百货、梅西百货、Performance Food Group、Petco Health and Wellness 和 Farfetch 主办评级盈利会议。</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>会议委员会</b>发布7月份领先经济指数。继 6 月份上涨 0.7% 后,LEI 预计环比上涨 0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>8/20星期五</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker主持会议评级讨论财务业绩。</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、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、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. 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,零售商们已经准备好挺身而出。沃尔玛(Walmart)和家得宝(Home Depot)将于周二发布报告,劳氏(Lowe's)、塔吉特(Target)和 TJX 将于周三发布报告。Kohl's、Macy's、BJ's Wholesale 和 L Brands 是周四的零售亮点,Foot Locker 将于周五收盘。</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 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局公布的 7 月份零售销售数据也将于本周二公布。经济学家平均预测,继 6 月份上涨 0.6% 之后,上个月经季节性调整后将增长 0.2%。</blockquote></p><p> Major 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.</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、思科系统、Analog Devices 和 Lumentum Holdings 均发布报告。应用材料公司将于周四发布业绩,Deere将于周五收盘。</blockquote></p><p> Economic 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.</p><p><blockquote>本周公布的经济数据包括几项住房市场指标: 周二公布的全国住宅建筑商协会 NAHB/富国银行 8 月份住房市场指数,以及周三公布的人口普查局 7 月份新的住宅建设报告。</blockquote></p><p> Also 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.</p><p><blockquote>同样在周三,美联储货币政策委员会将公布 7 月下旬最后一次会议纪要。然后,世界大型企业联合会将于周四发布 7 月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>8/16星期一</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、东京电子和Clear Secure等公司在评级举行了财报会议。</blockquote></p><p> <b>The Federal Reserve</b> 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>纽约银行发布了 8 月份帝国州制造业调查。一致估计读数为26.5。相比之下,7 月份总体商业状况指数上涨了 26 点,创下了 43.0 的历史新高。</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 等公司在评级举办了财报会议。</blockquote></p><p> America’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.</p><p><blockquote>America's Car-Mart、Jack Henry & Associates 和 La-Z-Boy 将在收盘后公布财务业绩,并将于次日上午(8 月 18 日)举行财报评级。</blockquote></p><p> <b>The Federal Reserve</b> 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月份工业部门产能利用率。共识评级为 75.7%,与 6 月份的 75.4% 相比变化不大。工业生产预计将比 6 月份经季节性调整后的 0.4% 增长 0.5%。</blockquote></p><p> <b>The National Association</b> 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>住宅建筑商协会发布了8月份的NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份持平。该指数低于 11 月份创下的 90 点的历史高点。</blockquote></p><p> <b>Federal Reserve Board</b> 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> 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月份零售销售数据。继 6 月份上涨 0.6% 之后,经季节性调整后,预计环比下降 0.3%。不包括汽车,支出预计增长 0.2%,而上月增长 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> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布了7月下旬货币政策会议纪要。</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>思科系统公司、劳氏、塔吉特、TJX、腾讯控股控股公司、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</b>7 月份的新住宅开工报告预计将显示,经季节性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疫情后的峰值 173 万套。</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批发商<b>品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、科尔百货、梅西百货、Performance Food Group、Petco Health and Wellness 和 Farfetch 主办评级盈利会议。</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>会议委员会</b>发布7月份领先经济指数。继 6 月份上涨 0.7% 后,LEI 预计环比上涨 0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>8/20星期五</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker主持会议评级讨论财务业绩。</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":{".DJI":"道琼斯","TME":"腾讯音乐","TGT":"塔吉特","NVDA":"英伟达",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","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":{".SPX":0.9,".DJI":0.9,"NVDA":0.9,"TGT":0.9,"WMT":0.9,"TME":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":627,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":793,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":830,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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 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. ","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 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. ","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":711,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":3755,"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":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574715322913604","idStr":"3574715322913604"},"themes":[],"title":"","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":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}