+关注
WDnemo
暂无个人介绍
IP属地:未知
26
关注
131
粉丝
0
主题
0
勋章
主贴
热门
WDnemo
2021-12-31
At least my Chinese counters ended up
抱歉,原内容已删除
WDnemo
2021-12-30
Pls like
5 Stocks To Watch For December 30, 2021<blockquote>2021 年 12 月 30 日值得关注的 5 只股票</blockquote>
WDnemo
2021-12-28
Nice. Go higher pls
抱歉,原内容已删除
WDnemo
2021-12-27
Gogo. Make my balance sheet looks nicer
Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表:本周须知</blockquote>
WDnemo
2021-12-25
Like pls
抱歉,原内容已删除
WDnemo
2021-12-24
Like please
抱歉,原内容已删除
WDnemo
2021-12-23
Good.
抱歉,原内容已删除
WDnemo
2021-12-22
Finally a green day
抱歉,原内容已删除
WDnemo
2021-12-21
Took damage. :(
Monday is an ugly one for the stock market.Is pre-Christmas fall a chance to buy the dip?<blockquote>周一对股市来说是一个糟糕的日子。圣诞节前的下跌是逢低买入的机会吗?</blockquote>
WDnemo
2021-12-19
Hope can recover the stock
Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>
WDnemo
2021-12-19
Like pls
US IPO Week Ahead: The IPO market decks the halls with 1 IPO in the short holiday week<blockquote>美国 IPO 周即将到来:IPO 市场在短暂的假期周内迎来了 1 场 IPO</blockquote>
WDnemo
2021-12-18
Like pls
Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>
WDnemo
2021-12-16
How many EV can there be?
The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票:留意特斯拉和苹果</blockquote>
WDnemo
2021-12-15
Fed is gonna be the deal breaker.
抱歉,原内容已删除
WDnemo
2021-12-14
Like pls
抱歉,原内容已删除
WDnemo
2021-12-13
Go Rivan go!
Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>
WDnemo
2021-12-13
Really lousy call by so call experts.
抱歉,原内容已删除
WDnemo
2021-12-12
Still so many IPO.
US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来:物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>
WDnemo
2021-12-11
Great. Go higher pls
抱歉,原内容已删除
WDnemo
2021-12-10
Expected to be high so can we resume the Market climb higher?
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3575333960287526","uuid":"3575333960287526","gmtCreate":1612245529093,"gmtModify":1620612243997,"name":"WDnemo","pinyin":"wdnemo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":131,"headSize":26,"tweetSize":822,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"99a38ff64bfd44f891fd016771fc8f64-1","templateUuid":"99a38ff64bfd44f891fd016771fc8f64","name":"超级披露者","description":"在交易分享中开启超级披露","bigImgUrl":"https://static.tigerbbs.com/802f4014829adb4e63332fc230b97e42","smallImgUrl":"https://static.tigerbbs.com/70e97d213ed3e4f4820224f1366d402f","grayImgUrl":null,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.itigerup.com/activity/forapp/star-investor","redirectLinkValidityFrom":1776816000000,"redirectLinkValidityTo":2156198400000,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1104,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.28","exceedPercentage":"93.25%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":692867550,"gmtCreate":1640918148405,"gmtModify":1640918149717,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"At least my Chinese counters ended up","listText":"At least my Chinese counters ended up","text":"At least my Chinese counters ended up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/692867550","repostId":"2195928314","repostType":4,"isVote":1,"tweetType":1,"viewCount":4607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692322381,"gmtCreate":1640855667548,"gmtModify":1640855668906,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/692322381","repostId":"1194675549","repostType":4,"repost":{"id":"1194675549","kind":"news","pubTimestamp":1640855408,"share":"https://www.laohunote.com/m/news/1194675549?lang=zh_CN&edition=full","pubTime":"2021-12-30 17:10","market":"us","language":"en","title":"5 Stocks To Watch For December 30, 2021<blockquote>2021 年 12 月 30 日值得关注的 5 只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194675549","media":"Benzinga","summary":"Four Corners Property Trust, Inc. reported acquisition of three Mr. Tire Properties for $2.5 million","content":"<p><div> Four Corners Property Trust, Inc. reported acquisition of three Mr. Tire Properties for $2.5 million. The company acquired Red Robin and AT&T outparcel properties for $2.8 million, and Portillo’s ...</p><p><blockquote><div>Four Corners Property Trust,Inc.报告以250万美元收购了轮胎先生的三处房产。该公司以 280 万美元收购了 Red Robin 和 AT&T outparcel properties,以及 Portillo 的 ...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/earnings/21/12/24825536/5-stocks-to-watch-for-december-30-2021\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24825536/5-stocks-to-watch-for-december-30-2021\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Stocks To Watch For December 30, 2021<blockquote>2021 年 12 月 30 日值得关注的 5 只股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Stocks To Watch For December 30, 2021<blockquote>2021 年 12 月 30 日值得关注的 5 只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-30 17:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Four Corners Property Trust, Inc. reported acquisition of three Mr. Tire Properties for $2.5 million. The company acquired Red Robin and AT&T outparcel properties for $2.8 million, and Portillo’s ...</p><p><blockquote><div>Four Corners Property Trust,Inc.报告以250万美元收购了轮胎先生的三处房产。该公司以 280 万美元收购了 Red Robin 和 AT&T outparcel properties,以及 Portillo 的 ...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/news/earnings/21/12/24825536/5-stocks-to-watch-for-december-30-2021\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/earnings/21/12/24825536/5-stocks-to-watch-for-december-30-2021\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/news/earnings/21/12/24825536/5-stocks-to-watch-for-december-30-2021\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIIB":"渤健公司","EGY":"瓦可能源","FCPT":"Four Corners Property Trust, Inc."},"source_url":"https://www.benzinga.com/news/earnings/21/12/24825536/5-stocks-to-watch-for-december-30-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194675549","content_text":"Four Corners Property Trust, Inc. reported acquisition of three Mr. Tire Properties for $2.5 million. The company acquired Red Robin and AT&T outparcel properties for $2.8 million, and Portillo’s restaurant property for $3.3 million. FCPT shares gained 1.6% to close at $29.69 on Wednesday.Biogen Inc. shares jumped over 9% on Wednesday after Korea Economic Daily reported that Samsung Group is in talks to buy the company. Biogen shares jumped 9.5% to close at $258.31 on Wednesday, adding another 0.7% in after-hours trading.VAALCO Energy, Inc. reported the filing of a $50 million shelf registration. VAALCO Energy shares fell 4.5% to $3.2001 in the after-hours trading session.TPG Pace Beneficial Finance Corp. and EVBox Group have mutually agreed to terminate their earlier announced business combination agreement. TPG Pace Beneficial Finance shares dropped 0.8% to $9.74 in the after-hours trading session.Shares of Scienjoy Holding Corporation gained more than 6% on Wednesday as the company agreed to acquire Hongle.tv for $43.8 million. Scienjoy shares rose further by 1.4% to $5.80 in the after-hours trading session.","news_type":1,"symbols_score_info":{"BIIB":0.9,"FCPT":0.9,"EGY":0.9,"SJOYW":0.9,"TPGY":0.9}},"isVote":1,"tweetType":1,"viewCount":4989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696850387,"gmtCreate":1640667847705,"gmtModify":1640667930494,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Nice. Go higher pls","listText":"Nice. Go higher pls","text":"Nice. Go higher pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696850387","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":4519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696008569,"gmtCreate":1640568546233,"gmtModify":1640568547579,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Gogo. Make my balance sheet looks nicer","listText":"Gogo. Make my balance sheet looks nicer","text":"Gogo. Make my balance sheet looks nicer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696008569","repostId":"2194177239","repostType":4,"repost":{"id":"2194177239","kind":"news","pubTimestamp":1640559609,"share":"https://www.laohunote.com/m/news/2194177239?lang=zh_CN&edition=full","pubTime":"2021-12-27 07:00","market":"us","language":"en","title":"Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表:本周须知</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2194177239","media":"Yahoo Finance","summary":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.The S&P 500 is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.According to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any ","content":"<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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>Santa Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表:本周须知</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\">\nSanta Claus Rally watch: What to know this week<blockquote>圣诞老人集会手表:本周须知</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-12-27 07:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for ...</p><p><blockquote><div>随着交易员从假期缩短的一周归来,进入新的一年的价格走势将受到密切关注——特别是考虑到相对清淡的经济数据和收益日历……</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html\">Yahoo Finance</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":{"BK4096":"电气部件与设备","FCEL":"燃料电池能源","SPY.AU":"SPDR® S&P 500® ETF Trust","BK4541":"氢能源"},"source_url":"https://finance.yahoo.com/news/santa-claus-rally-watch-what-to-know-this-week-142909627.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194177239","content_text":"As traders return from the holiday-shortened week, the price action heading into the new year will be closely monitored — especially given the relatively light economic data and earnings calendar for the coming days.\nThe S&P 500 (^GSPC) is entering the period known for ushering in the so-called Santa Claus Rally, or seasonally strong timeframe for stocks at the end of each year.\nThe term, coined by Stock Trader's Almanac in the 1970s, encompasses the final five trading days of the year and first two sessions of the new year. This year, that Santa Claus Rally window is set to start on Monday, Dec. 27 — or the latest a Santa Claus rally has started in 11 years, due to the timing of the holidays this year.\nAccording to data from LPL Financial, the Santa Claus Rally period encapsulates the seven days most likely to be higher in any given year. Since 1950, the Santa Claus Rally period has produced a positive return for the S&P 500 78.9% of the time, with an average return of 1.33%.\n“Why are these seven days so strong?” wrote Ryan Detrick, LPL Financial chief market strategist, in a note. “Whether optimism over a coming new year, holiday spending, traders on vacation, institutions squaring up their books — or the holiday spirit — the bottom line is that bulls tend to believe in Santa.”\nAnd if history is any indication, the absence of a Santa Claus Rally has also typically served as a harbinger of lower near-term returns.\n\"Going back to the mid-1990s, there have been only six times Santa failed to show in December. January was lower five of those six times, and the full year had a solid gain only once (in 2016, but a mini-bear market early in the year),\" Detrick added.\n“Considering the bear markets of 2000 and 2008 both took place after one of the rare instances that Santa failed to show makes believers out of us,\" he said. A bear market typically refers to when stocks drop at least 20% from recent record highs. \"Should this seasonally strong period miss the mark, it could be a warning sign.\"\nAnd this year, investors do have considerable additional concerns to mull heading into the new year. Though stocks closed out Thursday's session at fresh record highs before the long holiday weekend, December still marked a volatile month to start, with renewed concerns over the Omicron variant and the potential for tighter monetary policy from the Federal Reserve weighing on risk assets. Plus, prospects for more near-term fiscal support via the Biden administration's Build Back Better bill have dwindled, and inflation concerns spiked further. Last week, the Bureau of Economic Analysis reported core personal consumption expenditures (PCE) — the Fed's preferred inflation gauge — rose at a 4.7% year-over-year clip, or the fastest since 1983.\n\"If the U.S. was not battling the Omicron variant, U.S. stocks would be dancing higher as the Santa Claus Rally would have kept the climb going into uncharted territory,\" Edward Moya, chief market strategist at OANDA, wrote in a note last week. \"It is too early to say for sure if we will get a Santa Claus Rally, but given all the short-term risks of Fed tightening, Chinese weakness, fiscal support uncertainty and COVID, Wall Street is not complaining.\"\nA man in a Santa Claus costume gestures on the floor at the closing bell of the Dow Industrial Average at the New York Stock Exchange on December 5, 2019 in New York. (Photo by Bryan R. Smith / AFP) (Photo by BRYAN R. SMITH/AFP via Getty Images)BRYAN R. SMITH via Getty Images\nEconomic calendar\n\nMonday: Dallas Federal Reserve Manufacturing Activity Index, Dec. (13.0 expected, 11.8 in November)\nTuesday: FHFA House Price Index, month-over-month, October (0.9% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, month-over-month, October (0.9% expected, 0.96% in September); S&P CoreLogic Case-Shiller 20 City Composite Index, year-over-year, October (18.6%. expected, 19.05% in September); S&P CoreLogic Case-Shiller Home Price Index, year-over-year, November (19.51% in October); Richmond Fed Manufacturing Index, December (11 expected,11 in November)\nWednesday: Wholesale Inventories, month-over-month, November preliminary (1.7% expected, 2.3% in October); Advance Goods Trade Balance, November (-$89.0 billion expected, -$82.9 billion in October); Retail Inventories, month-over-month, November (0.5% expected, 0.1% in October); Pending Home Sales, month-over-month, November (0.5% expected, 7.5% in October)\nThursday: Initial jobless claims, week ended Dec. 25. (205,000 during prior week); Continuing claims, week ended Dec. 18 (1.859 million during prior week); MNI Chicago PMI, December (62.2 expected, 61.8 in November)\nFriday: No notable reports scheduled for release\n\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: No notable reports scheduled for release\nWednesday: FuelCell Energy Inc. (FCEL) before market open\nThursday: No notable reports scheduled for release\nFriday: No notable reports scheduled for release","news_type":1,"symbols_score_info":{"SPY.AU":0.9,"FCEL":0.9}},"isVote":1,"tweetType":1,"viewCount":4977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698646815,"gmtCreate":1640393679459,"gmtModify":1640393680800,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698646815","repostId":"1156159690","repostType":4,"isVote":1,"tweetType":1,"viewCount":4892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698838218,"gmtCreate":1640334097741,"gmtModify":1640334099091,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698838218","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":4364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691481791,"gmtCreate":1640227728048,"gmtModify":1640227729388,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Good.","listText":"Good.","text":"Good.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691481791","repostId":"2193113147","repostType":4,"isVote":1,"tweetType":1,"viewCount":3554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691194464,"gmtCreate":1640144739594,"gmtModify":1640144740965,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Finally a green day","listText":"Finally a green day","text":"Finally a green day","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691194464","repostId":"2193663561","repostType":4,"isVote":1,"tweetType":1,"viewCount":3512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693416663,"gmtCreate":1640060497356,"gmtModify":1640060957737,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Took damage. :(","listText":"Took damage. :(","text":"Took damage. :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693416663","repostId":"2193132324","repostType":4,"repost":{"id":"2193132324","kind":"highlight","pubTimestamp":1640054988,"share":"https://www.laohunote.com/m/news/2193132324?lang=zh_CN&edition=full","pubTime":"2021-12-21 10:49","market":"us","language":"en","title":"Monday is an ugly one for the stock market.Is pre-Christmas fall a chance to buy the dip?<blockquote>周一对股市来说是一个糟糕的日子。圣诞节前的下跌是逢低买入的机会吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193132324","media":"MarketWatch","summary":"The folks at Fundstrat Global Advisors have some good news and bad news for Wall Street, as investor","content":"<p>The folks at Fundstrat Global Advisors have some good news and bad news for Wall Street, as investors and traders face the penultimate week of action in 2021: Monday's stock slump is a precursor to more pain, but things could get better for the bulls closer to Christmas.</p><p><blockquote>Fundstrat Global Advisors 的人们为华尔街带来了一些好消息和坏消息,因为投资者和交易员面临着 2021 年倒数第二周的行动:周一的股市暴跌是更多痛苦的前兆,但随着圣诞节临近,多头的情况可能会好转。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c84cc3d0cddc33dcb46b3248e64deb0\" tg-width=\"700\" tg-height=\"492\" referrerpolicy=\"no-referrer\"><span>There may still be a Christmas treat in store for investors. AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者可能仍然会有圣诞节大餐。法新社/盖蒂图片社</span></p></blockquote></p><p> That is the takeaway from a report on the technical setup for the markets after the Dow Jones Industrial Average , the S&P 500 and the Nasdaq Composite all notched their third consecutive losses Monday, with the decline for the technology-heavy Nasdaq bringing the benchmark to its lowest level since Oct. 15 and putting it nearly 7% below its Nov. 19 record close.</p><p><blockquote>这是道琼斯工业平均指数、标普500和纳斯达克综合指数周一均连续第三次下跌后有关市场技术设置的报告得出的结论,其中以技术为主的纳斯达克的下跌使该基准指数跌至10月15日以来的最低水平,比11月19日创纪录的收盘价下跌近7%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caec11e4f6223c1eec4544a3d10acd39\" tg-width=\"700\" tg-height=\"390\" referrerpolicy=\"no-referrer\"><span>via Fundstrat Global</span></p><p><blockquote><p class=\"t-img-caption\"><span>通过 Fundstrat Global</span></p></blockquote></p><p> \"Monday's break of 4,600 has resulted in further near-term deterioration, but also suggests additional selling lies in store for SPX ahead of any low later this week,\" wrote Fundstrat's Mark Newton.</p><p><blockquote>Fundstrat 的马克·牛顿 (Mark Newton) 写道:“周一突破 4,600 点导致近期进一步恶化,但也表明 SPX 在本周晚些时候触及任何低点之前可能会出现更多抛售。”</blockquote></p><p> Newton said that a deterioration in so-called FAANG stocks -- the group consisting of <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc. (FB) (formerly known as Facbook Inc.), Apple Inc., Amazon.com, Netflix Inc. and Google holding company Alphabet Inc.(GOOGL) -- is pointing to additional declines in stocks, as gauged by the Invesco QQQ Trust and NY-FANG Composite Index.</p><p><blockquote>牛顿表示,所谓的 FAANG 库存(由<a href=\"https://laohu8.com/S/FB\">元平台</a>Inc. (FB)(前身为 Facebook Inc.)、苹果公司、亚马逊、Netflix Inc. 和谷歌控股公司Alphabet公司(GOOGL)——表明股市进一步下跌,以景顺 QQQ 信托和纽约方正综合指数衡量。</blockquote></p><p> \"QQQ break of 383 from last week keeps the near-term trend negative here also, and should allow for extensions down to 371 before rallies into year-end get under way,\" the Fundstrat note said. The popular QQQ, which represents the largest companies in the Nasdaq Composite, closed Monday at 380.69, and is down 3.3% in the month to date but up 21.3% in 2021 thus far.</p><p><blockquote>Fundstrat 的报告称:“较上周突破 383 点,使近期趋势也保持负面,并且在年底开始反弹之前,应该会延长至 371 点。”代表纳斯达克综合指数中最大公司的受欢迎的 QQQ 周一收于 380.69 点,本月迄今已下跌 3.3%,但 2021 年迄今已上涨 21.3%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c75da6c330eaecb6f413b03881b780b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>via Fundstrat Global</span></p><p><blockquote><p class=\"t-img-caption\"><span>通过 Fundstrat Global</span></p></blockquote></p><p> Meanwhile, Newson wrote that the NY-FANG Composite index, along with the addition of Microsoft Corp., has neared \"'Make-or-Break' levels from a mild uptrend from Spring 2021 lows.\"</p><p><blockquote>与此同时,纽森写道,随着微软公司的加入,纽约方圆综合指数已接近“从 2021 年春季低点温和上升趋势的‘成败’水平”。</blockquote></p><p> Newton said he is expecting the downturn to provide opportunities for investors, despite technical indicators pointing to further selling in the coming days.</p><p><blockquote>牛顿表示,尽管技术指标表明未来几天将进一步抛售,但他预计经济低迷将为投资者提供机会。</blockquote></p><p> \"Sentiment has turned quite negative near-term, and bearish sentiment combined with bullish seasonality looks to be an effective 1-2 combo to buy dips ahead of Christmas,\" he wrote.</p><p><blockquote>他写道:“近期市场情绪变得相当负面,看跌情绪加上看涨的季节性因素似乎是圣诞节前逢低买入的有效 1-2 组合。”</blockquote></p><p> Newton said that a confluence of factors suggests that the atmosphere could improve by the end of the week, but cautioned that if trend lines are broken, \"one will need to hold out for some evidence of stabilization.\"</p><p><blockquote>牛顿表示,综合因素表明气氛可能会在本周末有所改善,但他警告说,如果趋势线被打破,“人们需要等待一些稳定的证据。”</blockquote></p><p> Fundstrat also remains bullish on the so-called Santa Claus Rally period, which is technically the final five trading days of a calendar year and the first two sessions in January.</p><p><blockquote>Fundstrat 还仍然看好所谓的圣诞老人反弹期,从技术上讲,圣诞老人反弹期是一个日历年的最后五个交易日和一月份的前两个交易日。</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>Monday is an ugly one for the stock market.Is pre-Christmas fall a chance to buy the dip?<blockquote>周一对股市来说是一个糟糕的日子。圣诞节前的下跌是逢低买入的机会吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nMonday is an ugly one for the stock market.Is pre-Christmas fall a chance to buy the dip?<blockquote>周一对股市来说是一个糟糕的日子。圣诞节前的下跌是逢低买入的机会吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-21 10:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The folks at Fundstrat Global Advisors have some good news and bad news for Wall Street, as investors and traders face the penultimate week of action in 2021: Monday's stock slump is a precursor to more pain, but things could get better for the bulls closer to Christmas.</p><p><blockquote>Fundstrat Global Advisors 的人们为华尔街带来了一些好消息和坏消息,因为投资者和交易员面临着 2021 年倒数第二周的行动:周一的股市暴跌是更多痛苦的前兆,但随着圣诞节临近,多头的情况可能会好转。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c84cc3d0cddc33dcb46b3248e64deb0\" tg-width=\"700\" tg-height=\"492\" referrerpolicy=\"no-referrer\"><span>There may still be a Christmas treat in store for investors. AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>投资者可能仍然会有圣诞节大餐。法新社/盖蒂图片社</span></p></blockquote></p><p> That is the takeaway from a report on the technical setup for the markets after the Dow Jones Industrial Average , the S&P 500 and the Nasdaq Composite all notched their third consecutive losses Monday, with the decline for the technology-heavy Nasdaq bringing the benchmark to its lowest level since Oct. 15 and putting it nearly 7% below its Nov. 19 record close.</p><p><blockquote>这是道琼斯工业平均指数、标普500和纳斯达克综合指数周一均连续第三次下跌后有关市场技术设置的报告得出的结论,其中以技术为主的纳斯达克的下跌使该基准指数跌至10月15日以来的最低水平,比11月19日创纪录的收盘价下跌近7%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caec11e4f6223c1eec4544a3d10acd39\" tg-width=\"700\" tg-height=\"390\" referrerpolicy=\"no-referrer\"><span>via Fundstrat Global</span></p><p><blockquote><p class=\"t-img-caption\"><span>通过 Fundstrat Global</span></p></blockquote></p><p> \"Monday's break of 4,600 has resulted in further near-term deterioration, but also suggests additional selling lies in store for SPX ahead of any low later this week,\" wrote Fundstrat's Mark Newton.</p><p><blockquote>Fundstrat 的马克·牛顿 (Mark Newton) 写道:“周一突破 4,600 点导致近期进一步恶化,但也表明 SPX 在本周晚些时候触及任何低点之前可能会出现更多抛售。”</blockquote></p><p> Newton said that a deterioration in so-called FAANG stocks -- the group consisting of <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc. (FB) (formerly known as Facbook Inc.), Apple Inc., Amazon.com, Netflix Inc. and Google holding company Alphabet Inc.(GOOGL) -- is pointing to additional declines in stocks, as gauged by the Invesco QQQ Trust and NY-FANG Composite Index.</p><p><blockquote>牛顿表示,所谓的 FAANG 库存(由<a href=\"https://laohu8.com/S/FB\">元平台</a>Inc. (FB)(前身为 Facebook Inc.)、苹果公司、亚马逊、Netflix Inc. 和谷歌控股公司Alphabet公司(GOOGL)——表明股市进一步下跌,以景顺 QQQ 信托和纽约方正综合指数衡量。</blockquote></p><p> \"QQQ break of 383 from last week keeps the near-term trend negative here also, and should allow for extensions down to 371 before rallies into year-end get under way,\" the Fundstrat note said. The popular QQQ, which represents the largest companies in the Nasdaq Composite, closed Monday at 380.69, and is down 3.3% in the month to date but up 21.3% in 2021 thus far.</p><p><blockquote>Fundstrat 的报告称:“较上周突破 383 点,使近期趋势也保持负面,并且在年底开始反弹之前,应该会延长至 371 点。”代表纳斯达克综合指数中最大公司的受欢迎的 QQQ 周一收于 380.69 点,本月迄今已下跌 3.3%,但 2021 年迄今已上涨 21.3%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c75da6c330eaecb6f413b03881b780b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>via Fundstrat Global</span></p><p><blockquote><p class=\"t-img-caption\"><span>通过 Fundstrat Global</span></p></blockquote></p><p> Meanwhile, Newson wrote that the NY-FANG Composite index, along with the addition of Microsoft Corp., has neared \"'Make-or-Break' levels from a mild uptrend from Spring 2021 lows.\"</p><p><blockquote>与此同时,纽森写道,随着微软公司的加入,纽约方圆综合指数已接近“从 2021 年春季低点温和上升趋势的‘成败’水平”。</blockquote></p><p> Newton said he is expecting the downturn to provide opportunities for investors, despite technical indicators pointing to further selling in the coming days.</p><p><blockquote>牛顿表示,尽管技术指标表明未来几天将进一步抛售,但他预计经济低迷将为投资者提供机会。</blockquote></p><p> \"Sentiment has turned quite negative near-term, and bearish sentiment combined with bullish seasonality looks to be an effective 1-2 combo to buy dips ahead of Christmas,\" he wrote.</p><p><blockquote>他写道:“近期市场情绪变得相当负面,看跌情绪加上看涨的季节性因素似乎是圣诞节前逢低买入的有效 1-2 组合。”</blockquote></p><p> Newton said that a confluence of factors suggests that the atmosphere could improve by the end of the week, but cautioned that if trend lines are broken, \"one will need to hold out for some evidence of stabilization.\"</p><p><blockquote>牛顿表示,综合因素表明气氛可能会在本周末有所改善,但他警告说,如果趋势线被打破,“人们需要等待一些稳定的证据。”</blockquote></p><p> Fundstrat also remains bullish on the so-called Santa Claus Rally period, which is technically the final five trading days of a calendar year and the first two sessions in January.</p><p><blockquote>Fundstrat 还仍然看好所谓的圣诞老人反弹期,从技术上讲,圣诞老人反弹期是一个日历年的最后五个交易日和一月份的前两个交易日。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/s-p-500-faces-a-further-skid-before-bottoming-but-pre-christmas-fall-may-offer-chance-to-buy-the-dip-says-fundstrat-11640051820?mod=hp_LATEST\">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":{"161125":"标普500","SSO":"2倍做多标普500ETF-ProShares","QQQ":"纳指100ETF","BK4559":"巴菲特持仓","OEF":"标普100指数ETF-iShares",".DJI":"道琼斯","BK4550":"红杉资本持仓","SDS":"两倍做空标普500 ETF-ProShares","IVV":"标普500ETF-iShares","OEX":"标普100","BK4534":"瑞士信贷持仓",".IXIC":"NASDAQ Composite","UPRO":"三倍做多标普500ETF-ProShares","SPY":"标普500ETF","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF-ProShares"},"source_url":"https://www.marketwatch.com/story/s-p-500-faces-a-further-skid-before-bottoming-but-pre-christmas-fall-may-offer-chance-to-buy-the-dip-says-fundstrat-11640051820?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193132324","content_text":"The folks at Fundstrat Global Advisors have some good news and bad news for Wall Street, as investors and traders face the penultimate week of action in 2021: Monday's stock slump is a precursor to more pain, but things could get better for the bulls closer to Christmas.\nThere may still be a Christmas treat in store for investors. AFP/Getty Images\nThat is the takeaway from a report on the technical setup for the markets after the Dow Jones Industrial Average , the S&P 500 and the Nasdaq Composite all notched their third consecutive losses Monday, with the decline for the technology-heavy Nasdaq bringing the benchmark to its lowest level since Oct. 15 and putting it nearly 7% below its Nov. 19 record close.\nvia Fundstrat Global\n\"Monday's break of 4,600 has resulted in further near-term deterioration, but also suggests additional selling lies in store for SPX ahead of any low later this week,\" wrote Fundstrat's Mark Newton.\nNewton said that a deterioration in so-called FAANG stocks -- the group consisting of Meta Platforms Inc. (FB) (formerly known as Facbook Inc.), Apple Inc., Amazon.com, Netflix Inc. and Google holding company Alphabet Inc.(GOOGL) -- is pointing to additional declines in stocks, as gauged by the Invesco QQQ Trust and NY-FANG Composite Index.\n\"QQQ break of 383 from last week keeps the near-term trend negative here also, and should allow for extensions down to 371 before rallies into year-end get under way,\" the Fundstrat note said. The popular QQQ, which represents the largest companies in the Nasdaq Composite, closed Monday at 380.69, and is down 3.3% in the month to date but up 21.3% in 2021 thus far.\nvia Fundstrat Global\nMeanwhile, Newson wrote that the NY-FANG Composite index, along with the addition of Microsoft Corp., has neared \"'Make-or-Break' levels from a mild uptrend from Spring 2021 lows.\"\nNewton said he is expecting the downturn to provide opportunities for investors, despite technical indicators pointing to further selling in the coming days.\n\"Sentiment has turned quite negative near-term, and bearish sentiment combined with bullish seasonality looks to be an effective 1-2 combo to buy dips ahead of Christmas,\" he wrote.\nNewton said that a confluence of factors suggests that the atmosphere could improve by the end of the week, but cautioned that if trend lines are broken, \"one will need to hold out for some evidence of stabilization.\"\nFundstrat also remains bullish on the so-called Santa Claus Rally period, which is technically the final five trading days of a calendar year and the first two sessions in January.","news_type":1,"symbols_score_info":{"161125":0.9,"IVV":0.9,"SPXU":0.9,".IXIC":0.9,"ESmain":0.9,"SDS":0.9,"UPRO":0.9,"OEX":0.9,"OEF":0.9,".DJI":0.9,"SSO":0.9,"SPY":0.9,"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":4770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699465433,"gmtCreate":1639878656033,"gmtModify":1639878657375,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Hope can recover the stock","listText":"Hope can recover the stock","text":"Hope can recover the stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699465433","repostId":"1170599515","repostType":4,"repost":{"id":"1170599515","kind":"news","pubTimestamp":1639872378,"share":"https://www.laohunote.com/m/news/1170599515?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:06","market":"us","language":"en","title":"Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170599515","media":"Seeking Alpha","summary":"$Nio $ unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\". The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenar","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在 2021 年蔚来日上推出了 ET5 中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5 借鉴了 ET7 的流体轮廓,并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买75kWh电池组版本的ET5,以386,000元(60,550美元)的价格购买100kWh版本的ET5。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5采用了最新的蔚来自动驾驶,据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括 ET7 的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电器和3136个超级充电器。已经为9.4万用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果赛事引起轰动,请关注周一蔚来(蔚来)的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票,了解一些股价波动。</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>Nio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</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\">\nNio unveils new model and talks power at Nio Day event<blockquote>蔚来在蔚来日活动上推出新车型并谈论动力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 08:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio </a> unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.</p><p><blockquote><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今天在 2021 年蔚来日上推出了 ET5 中型智能电动轿车。该车是这家中国电动汽车制造商的第五款量产车型。</blockquote></p><p> The automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"</p><p><blockquote>该汽车制造商表示,ET5 借鉴了 ET7 的流体轮廓,并“将高性能自动驾驶传感器无缝集成到其纯粹而先进的车身线条中”。</blockquote></p><p> Customers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.</p><p><blockquote>客户可以以328,000元(51,450美元)的价格购买75kWh电池组版本的ET5,以386,000元(60,550美元)的价格购买100kWh版本的ET5。这些价格是补贴前的价格。</blockquote></p><p> The ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.</p><p><blockquote>ET5采用了最新的蔚来自动驾驶,据说将在高速公路、城市地区、停车和电池更换等场景中逐步实现安全可靠的自动驾驶体验。</blockquote></p><p> Other highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.</p><p><blockquote>蔚来(蔚来)活动的其他亮点包括 ET7 的更新。该公司还谈到了其电力和电池充电计划。蔚来(蔚来)表示,目前已在全国部署3348个目的地充电器和3136个超级充电器。已经为9.4万用户安装了家用充电器。</blockquote></p><p> Watch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.</p><p><blockquote>如果赛事引起轰动,请关注周一蔚来(蔚来)的反弹。蔚来已经是 StockTwits 和 Reddit 的 WallStreetBets 上讨论最多的股票之一。查看下周所有关注的股票,了解一些股价波动。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/news/3781485-nio-unveils-new-model-and-talks-power-at-nio-day-event","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170599515","content_text":"Nio unveiled its the ET5 mid-size smart electric sedan at Nio Day 2021 today. The vehicle is the fifth mass-produced model from the Chinese electric vehicle maker.\nThe automaker says the ET5 draws on the fluid silhouette of ET7 and \"seamlessly integrates high-performance autonomous driving sensors into its pure yet progressive body lines.\"\nCustomers can buy the ET5 with battery pack for 328,000 yuan ($51,450) for the version with 75kWh battery pack and 386,000 yuan ($60,550) for the 100kWh version. Those prices are before subsidies.\nThe ET5 features the latest NIO Autonomous Driving and is said to be set to gradually achieve a safe and reassuring autonomous driving experience in scenarios such as highways, urban areas, parking and battery swapping.\nOther highlights from Nio's (NIO) event included updates on the ET7. The company also talked up its power and battery charging initiatives. Nio (NIO) said it has now deployed 3,348 destination chargers and 3,136 super chargers across China. Home chargers have been installed for 94K users.\nWatch Nio (NIO) for a bounce on Monday if the event creates buzz. Nio is already one of the most discussed stocks on StockTwits and Reddit's WallStreetBets. See all the stocks on watch next week for some share price volatility.","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699462791,"gmtCreate":1639878528915,"gmtModify":1639878530234,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/699462791","repostId":"1164517103","repostType":4,"repost":{"id":"1164517103","kind":"news","pubTimestamp":1639874793,"share":"https://www.laohunote.com/m/news/1164517103?lang=zh_CN&edition=full","pubTime":"2021-12-19 08:46","market":"us","language":"en","title":"US IPO Week Ahead: The IPO market decks the halls with 1 IPO in the short holiday week<blockquote>美国 IPO 周即将到来:IPO 市场在短暂的假期周内迎来了 1 场 IPO</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164517103","media":"renaissancecap...","summary":"Just one IPO is scheduled to go public in the shortened holiday week.\nOTC-listed Cerberus Cyber Sent","content":"<p>Just one IPO is scheduled to go public in the shortened holiday week.</p><p><blockquote>只有一笔 IPO 计划在缩短的假期周上市。</blockquote></p><p> OTC-listed <a href=\"https://laohu8.com/S/CISO\"><b>Cerberus Cyber Sentinel</b></a> plans to raise $10 million at a $631 million market cap. The company provides a range of cybersecurity consulting and related services, including Secured Managed Services and Compliance Services, among others. Cerberus Cyber Sentinel has delivered explosive growth, but it is unprofitable with negative cash flow.</p><p><blockquote>场外上市<a href=\"https://laohu8.com/S/CISO\"><b>地狱犬网络哨兵</b></a>计划以 6.31 亿美元的市值筹集 1000 万美元。该公司提供一系列网络安全咨询和相关服务,包括安全托管服务和合规服务等。Cerberus Cyber Sentinel 实现了爆炸式增长,但由于现金流为负,它无法盈利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8dfff81a3d62b2a5b41793d751f8e793\" tg-width=\"696\" tg-height=\"121\" width=\"100%\" height=\"auto\">IPO Market Snapshot</p><p><blockquote>IPO市场快照</blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 12/16/21, the Renaissance IPO Index was down 14% year-to-date, while the S&P 500 was up 24%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Moderna (MRNA). The Renaissance International IPO Index was down 29% year-to-date, while the ACWX was up 6%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年12月16日,文艺复兴IPO指数今年迄今下跌了14%,而标普500上涨了24%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括 Snowflake (SNOW) 和 Moderna (MRNA)。Renaissance International IPO 指数今年迄今下跌 29%,而 ACWX 指数上涨 6%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有量最大的 ETF 包括美团-W大众点评和软银。</blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: The IPO market decks the halls with 1 IPO in the short holiday week<blockquote>美国 IPO 周即将到来:IPO 市场在短暂的假期周内迎来了 1 场 IPO</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\">\nUS IPO Week Ahead: The IPO market decks the halls with 1 IPO in the short holiday week<blockquote>美国 IPO 周即将到来:IPO 市场在短暂的假期周内迎来了 1 场 IPO</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-19 08:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Just one IPO is scheduled to go public in the shortened holiday week.</p><p><blockquote>只有一笔 IPO 计划在缩短的假期周上市。</blockquote></p><p> OTC-listed <a href=\"https://laohu8.com/S/CISO\"><b>Cerberus Cyber Sentinel</b></a> plans to raise $10 million at a $631 million market cap. The company provides a range of cybersecurity consulting and related services, including Secured Managed Services and Compliance Services, among others. Cerberus Cyber Sentinel has delivered explosive growth, but it is unprofitable with negative cash flow.</p><p><blockquote>场外上市<a href=\"https://laohu8.com/S/CISO\"><b>地狱犬网络哨兵</b></a>计划以 6.31 亿美元的市值筹集 1000 万美元。该公司提供一系列网络安全咨询和相关服务,包括安全托管服务和合规服务等。Cerberus Cyber Sentinel 实现了爆炸式增长,但由于现金流为负,它无法盈利。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8dfff81a3d62b2a5b41793d751f8e793\" tg-width=\"696\" tg-height=\"121\" width=\"100%\" height=\"auto\">IPO Market Snapshot</p><p><blockquote>IPO市场快照</blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 12/16/21, the Renaissance IPO Index was down 14% year-to-date, while the S&P 500 was up 24%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Moderna (MRNA). The Renaissance International IPO Index was down 29% year-to-date, while the ACWX was up 6%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年12月16日,文艺复兴IPO指数今年迄今下跌了14%,而标普500上涨了24%。Renaissance Capital 的 IPO ETF(纽约证券交易所股票代码:IPO)追踪该指数,持有量最大的 ETF 包括 Snowflake (SNOW) 和 Moderna (MRNA)。Renaissance International IPO 指数今年迄今下跌 29%,而 ACWX 指数上涨 6%。Renaissance Capital 的国际 IPO ETF(纽约证券交易所股票代码:IPOS)追踪该指数,持有量最大的 ETF 包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89650/US-IPO-Week-Ahead-The-IPO-market-decks-the-halls-with-1-IPO-in-the-short-ho\">renaissancecap...</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":{"CISO":"CISO Global"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89650/US-IPO-Week-Ahead-The-IPO-market-decks-the-halls-with-1-IPO-in-the-short-ho","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164517103","content_text":"Just one IPO is scheduled to go public in the shortened holiday week.\nOTC-listed Cerberus Cyber Sentinel plans to raise $10 million at a $631 million market cap. The company provides a range of cybersecurity consulting and related services, including Secured Managed Services and Compliance Services, among others. Cerberus Cyber Sentinel has delivered explosive growth, but it is unprofitable with negative cash flow.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 12/16/21, the Renaissance IPO Index was down 14% year-to-date, while the S&P 500 was up 24%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Moderna (MRNA). The Renaissance International IPO Index was down 29% year-to-date, while the ACWX was up 6%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{"CISO":0.9}},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699656160,"gmtCreate":1639795600904,"gmtModify":1639795602305,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699656160","repostId":"1116106959","repostType":4,"repost":{"id":"1116106959","kind":"news","pubTimestamp":1639785552,"share":"https://www.laohunote.com/m/news/1116106959?lang=zh_CN&edition=full","pubTime":"2021-12-18 07:59","market":"us","language":"en","title":"Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116106959","media":"Reuters","summary":" - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.The S","content":"<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社) - 华尔街周五收低,受到大型科技公司的拖累,投资者担心奥密克戎冠状病毒变种,并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后,美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%,Alphabet下跌 1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌,其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期(被称为三重巫术)是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日,”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎,你就会出现波动,我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>2021年,英伟达和微软等权重成长股的表现优于大盘,而费城东南半导体指数则飙升约35%。同期,基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,而标普500指数下跌1.03%,至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%,至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看,小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至 166 亿股,远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500指数下跌1.9%,道琼斯指数下跌1.7%,纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中,甲骨文暴跌 6.4%,此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner,交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测,尽管持续的劳动力困境削弱了利润,但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1;在纳斯达克,1.16比1的比率有利于进步人士。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低;纳斯达克综合指数创下28个新高和341个新低。</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>Wall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</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\">\nWall Street ends down after mostly negative week<blockquote>华尔街在经历了大部分负面的一周后收盘下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-12-18 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.</p><p><blockquote>(路透社) - 华尔街周五收低,受到大型科技公司的拖累,投资者担心奥密克戎冠状病毒变种,并消化了美联储更快结束大流行时代刺激措施的决定。</blockquote></p><p> All three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.</p><p><blockquote>在美联储周三暗示到 2022 年底加息三个四分之一个百分点以应对通胀飙升后,美国三大股指本周全部下跌。</blockquote></p><p> Nvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.</p><p><blockquote>英伟达下跌 2.1%,Alphabet下跌 1.9%,均令标普500和纳斯达克承压。</blockquote></p><p> The S&P 500 growth index lost 0.7% and the value index declined 1.4%.</p><p><blockquote>标普500增长指数下跌0.7%,价值指数下跌1.4%。</blockquote></p><p> All of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.</p><p><blockquote>标普500 11个主要板块指数全部下跌,其中金融股领跌2.3%。能源损失2.2%。</blockquote></p><p> Adding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.</p><p><blockquote>辉瑞公司周五表示,疫情可能会持续到明年,这增加了不确定性。欧洲国家为进一步的旅行和社会限制做好了准备,一项研究警告说,快速传播的奥密克戎冠状病毒变种再次感染人们的可能性是其前身德尔塔的五倍。</blockquote></p><p> Traders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.</p><p><blockquote>交易员还指出,年终税收抛售以及股票期权、股指期货和指数期权合约同时到期(被称为三重巫术)是波动的潜在原因。</blockquote></p><p> \"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"</p><p><blockquote>“这是一个重要的期权到期日,”新泽西州查塔姆 Themis Trading 的交易联席经理 Joe Saluzzi 表示。“现在你再加上一些奥密克戎,你就会出现波动,我认为这会给投资者带来很多不确定性。你打算在年底前把仓位放在哪里?”</blockquote></p><p> Heavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.</p><p><blockquote>2021年,英伟达和微软等权重成长股的表现优于大盘,而费城东南半导体指数则飙升约35%。同期,基准标普500指数上涨约 23%。</blockquote></p><p> In Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.</p><p><blockquote>在周五的交易中,道琼斯工业平均指数下跌1.48%,收于35,365.44点,而标普500指数下跌1.03%,至4,620.64点。</blockquote></p><p> The Nasdaq Composite dropped 0.07% to 15,169.68.</p><p><blockquote>纳斯达克综合指数下跌 0.07%,至 15,169.68 点。</blockquote></p><p> On a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.</p><p><blockquote>从积极的方面来看,小盘股罗素 2000 指数在从 11 月初的历史高点下跌超过 10% 后反弹 1%。</blockquote></p><p> With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.</p><p><blockquote>随着期权到期,美国交易所的成交量跃升至 166 亿股,远高于过去 20 个交易日 119 亿股的平均水平。</blockquote></p><p> For the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.</p><p><blockquote>本周,标普500指数下跌1.9%,道琼斯指数下跌1.7%,纳斯达克指数下跌2.9%。</blockquote></p><p> In Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.</p><p><blockquote>在周五的交易中,甲骨文暴跌 6.4%,此前《华尔街日报》报道了这家企业软件制造商正在洽谈收购电子病历公司 Cerner,交易价值可能为 300 亿美元。Cerner 股价飙升 12.9%。</blockquote></p><p> FedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.</p><p><blockquote>联邦快递公司 (FedEx Corp) 周四恢复了最初的 2022 财年预测,尽管持续的劳动力困境削弱了利润,但该公司股价上涨近 5%。</blockquote></p><p> Declining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.</p><p><blockquote>纽约证券交易所下跌发行量与上涨发行量的比例为 1.50 比 1;在纳斯达克,1.16比1的比率有利于进步人士。</blockquote></p><p> The S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.</p><p><blockquote>标普500创下 22 个 52 周新高和 7 个新低;纳斯达克综合指数创下28个新高和341个新低。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html\">Reuters</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-212015460.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116106959","content_text":"(Reuters) - Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve's decision to end its pandemic-era stimulus faster.\nAll three main U.S. stock indexes ended with a decline for the week after the Fed on Wednesday signaled three quarter-percentage-point interest rate hikes by the end of 2022 to combat surging inflation.\nNvidia dropped 2.1% and Alphabet lost 1.9%, both weighing on the S&P 500 and Nasdaq.\nThe S&P 500 growth index lost 0.7% and the value index declined 1.4%.\nAll of the 11 major S&P 500 sector indexes fell, with financials leading the way down with a 2.3% drop. Energy lost 2.2%.\nAdding to uncertainty, Pfizer said on Friday the pandemic could extend through next year. European countries geared up for further travel and social restrictions and a study warned that the rapidly spreading Omicron coronavirus variant was five times more likely to reinfect people than its predecessor, Delta.\nTraders also pointed to year-end tax selling and the simultaneous expiration of stock options, stock index futures and index options contracts - known as triple witching - as potential causes for volatility.\n\"It's a big options expiration day,\" said Joe Saluzzi, co-manager of trading at Themis Trading in Chatham, New Jersey. \"And now you draw on top of that some Omicron, and you've got volatility, and I think it creates a lot of uncertainty amongst investors. Where are you going to position for the end of the year?\"\nHeavyweight growth stocks including Nvidia and Microsoft have outperformed the broader market in 2021, while the Philadelphia SE Semiconductor index has surged about 35%. The benchmark S&P 500 index gained around 23% in the same period.\nIn Friday's session, the Dow Jones Industrial Average fell 1.48% to end at 35,365.44 points, while the S&P 500 lost 1.03% to 4,620.64.\nThe Nasdaq Composite dropped 0.07% to 15,169.68.\nOn a positive note, the small-cap Russell 2000 index rallied 1% after having fallen more than 10% from a record high in early November.\nWith options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days.\nFor the week, the S&P 500 fell 1.9%, the Dow lost 1.7% and the Nasdaq declined 2.9%.\nIn Friday's session, Oracle tumbled 6.4% after the Wall Street Journal reported the enterprise software maker is in talks to buy electronic medical records company Cerner in a deal that could be valued at $30 billion. Shares of Cerner surged 12.9%.\nFedEx Corp rose almost 5% after the delivery firm reinstated its original fiscal 2022 forecast on Thursday, even as persistent labor woes chipped away profits.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.50-to-1 ratio; on Nasdaq, a 1.16-to-1 ratio favored advancers.\nThe S&P 500 posted 22 new 52-week highs and seven new lows; the Nasdaq Composite recorded 28 new highs and 341 new lows.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1069,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690327470,"gmtCreate":1639639715090,"gmtModify":1639639716404,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"How many EV can there be?","listText":"How many EV can there be?","text":"How many EV can there be?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690327470","repostId":"1162833574","repostType":4,"repost":{"id":"1162833574","kind":"news","pubTimestamp":1639638037,"share":"https://www.laohunote.com/m/news/1162833574?lang=zh_CN&edition=full","pubTime":"2021-12-16 15:00","market":"us","language":"en","title":"The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票:留意特斯拉和苹果</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162833574","media":"Seeking Alpha","summary":"Summary\n\nSemiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Mi","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Semiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.</li> <li>The auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.</li> <li>In 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.</li> <li>Compared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe8b143e1df1016169fd2775f2f9d27\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Bill Pugliano/Getty Images News</span></p><p><blockquote><ul><li>半导体股将从全球芯片短缺中受益。安森美、高通和Microchip Technology是值得关注的电动汽车半导体股票。</li><li>汽车行业在疫情期间遭受重创,但正在反弹。考虑到政治环境、油价上涨和充电站扩张,一些电动汽车股票看起来很有吸引力。</li><li>2022年,美国汽车销售额预计将从1500万美元增至1600万美元。顶级汽车制造商福特希望全力发展电动汽车,并正在以自己的方式解决芯片短缺问题。</li><li>与电动汽车竞争对手特斯拉和苹果相比,福特拥有坚实的基本面、合理的估值框架、出色的量化因子等级、向上的盈利修正和令人难以置信的股票势头。</li></ul><p class=\"t-img-caption\"><span>比尔·普利亚诺/盖蒂图片社新闻</span></p></blockquote></p><p> Automobiles and Semiconductor Chip Shortage</p><p><blockquote>汽车和半导体芯片短缺</blockquote></p><p> Over the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.</p><p><blockquote>在过去的几年里,电动汽车(EV)的快速增长简直令人惊讶。正如Brendan Ahern在他的文章《势不可挡的电动汽车生态系统和如何投资》中所说,“过去两年,随着新公司上市,特斯拉(TSLA)加入标普500,全球各国政府加大了电气化承诺,电动汽车销量飙升,尤其是在中国和欧盟。”本概述总结了电动汽车在汽车领域的进展。</blockquote></p><p> Our Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL) accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"</p><p><blockquote>我们首选的汽车公司福特(F)年初至今上涨了132%,与特斯拉年初至今上涨37%相比,福特(F)目前在基本面方面处于令人羡慕的地位。尽管苹果(AAPL)正在加速自动驾驶汽车计划,他们将自动驾驶汽车视为所有人工智能项目之母,但到目前为止,他们都在谈论没有可行的电动汽车产品。苹果进入自动驾驶汽车领域是一个猜测的话题。值得注意的是,投资电动汽车革命的方式不止一种。归结起来就是“里面是什么?”</blockquote></p><p> Cars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a Bloomberg News Article.</p><p><blockquote>汽车就像新的大型计算机。一辆新车可以有2000多个芯片,击败了一部可能有四个芯片的智能手机。半导体在当今的汽车行业,尤其是电动汽车中发挥着重要作用,这就是为什么我们发现它们的股票具有吸引力。安森美(ON)、高通(QCOM)和微芯科技(MCHP)是汽车行业最好的供应商。供应链限制和亚洲工厂停工严重影响了汽车销售。据彭博新闻社的一篇文章称,尽管供应短缺,但需求却很高,我们已经看到半导体短缺的成本飙升了90%以上。</blockquote></p><p> With a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.</p><p><blockquote>AlixPartners汽车和工业实践董事总经理Dan Hearsch表示,芯片订单需要创纪录的21周时间才能完成,“这确实感觉像是该行业有史以来最持久的供应短缺,因为它还没有结束。”尽管缺乏半导体,汽车价格仍在继续攀升,在美国达到每辆车超过42,000美元的记录,这使得安森美、高通和Microchip Technology Incorporation等芯片制造商非常看好购买,特别是考虑到他们对电动汽车的需求。</blockquote></p><p> <b>ON Semiconductor Corporation</b></p><p><blockquote><b>安森美半导体公司</b></blockquote></p><p> ON Semiconductor is a stock I recently wrote about in an article called Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.</p><p><blockquote>安森美半导体是我最近在一篇题为《2022年五大科技股》的文章中写过的一只股票。安森美是一家财富1000强公司,是一家半导体和领先的电源管理提供商,将信号和定制器件技术用于通信、汽车、计算和其他用途。电动汽车的进步允许更多地使用半导体车载平台的电子内容,通过成像和传感器功能技术提高乘员安全性;通过算法实现的传感器功能使车辆能够立即采取行动以避免事故。这种电气化也用于动力总成和车辆辅助系统,半导体技术处于最前沿。</blockquote></p><p> The Seeking Alpha News Team recently reported ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"</p><p><blockquote>Seeking Alpha新闻团队最近报道称Semi是花旗集团的首选。花旗集团分析师Christopher Danely表示:“随着一月份财报季的临近,现在是投资者购买半导体股票的黄金时间,因为芯片行业的短缺似乎不会很快好转……Danely指出,自1999年和2000年以来,半导体行业的商业状况从未如此强劲,而且“许多”公司在2022年之前都收到了稳定的订单。”</blockquote></p><p> ON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.</p><p><blockquote>ON的估值等级为C+,相对于其行业保持吸引力超过7.29%,远期市盈率为22.43倍。此外,ON的增长、盈利能力和动量指标也很有吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041f800d3cc6cb924bd6d61c64faf92e\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p></p><p> Momentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.</p><p><blockquote>对于安森美半导体来说,Momentum是一个很强的A+等级,因为他们继续拥有出色的价格回报,10年的性价比回报超过700%。深入了解ON的增长评级,该公司的EBITDA同比增长评级为A-,比行业高出134.70%,EPS FWD长期评级为A+,比行业高出208%。随着我们继续深入研究对汽车自动化很重要的半导体,芯片行业还有另一个名字有助于推动电动汽车的趋势。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> QCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news just reported Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"</p><p><blockquote>高通的很大一部分收入来自针对汽车行业的产品。高通已经是全球最大的手机芯片供应商、无线技术创新者和5G驱动者。该公司宣布将继续向下一代自动驾驶汽车扩张。Cerity Partners的Jim Lebenthal表示,SA news刚刚报道称,高通在未来六个月内可能会上涨25%。高通总裁兼首席执行官Cristiano Amon表示,高通已经与微软(MSFT)和Meta Platforms(FB)等公司合作,希望占领电动汽车市场份额,该市场份额明显高于手机芯片行业。阿蒙在11月的新闻稿中表示:“我们今天与宝马宣布的消息标志着汽车领域新时代的开始,两位技术领导者齐心协力设计和开发……下一代汽车……我们看到了令人难以置信的数量该行业正在推动发展,并使高通处于几乎每个行业需求的交叉点。”</blockquote></p><p> When looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.</p><p><blockquote>当查看下面高通的因子等级时,很明显为什么我们相信它们基础稳固。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee2ff7cc1f310c6f8fd1e875afacc02e\" tg-width=\"284\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> QCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"</p><p><blockquote>QCOM的估值合理,其交易价格比其行业低近30%,预期市盈率为17.27+;远期PEG比该行业低近63%。该股增长强劲,盈利指标出色,许多分析师上调了盈利预期。正如Seeking Alpha作者Valuentum所写,“高通的增长轨迹得到了其进军汽车领域和物联网趋势的支持,预计这将在未来十年增加其总的潜在市场机会。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b7d462d95760ddddea06904c48c60a\" tg-width=\"640\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> In addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).</p><p><blockquote>除了强劲的盈利能力之外,高通还是股息支付最好的科技股之一。高通的股息增长评级为A+。由于电动汽车的趋势和普及并不是赚钱的唯一途径,因此我们强调另一家引领电动汽车崛起浪潮的顶级半导体——微芯科技公司(MCHP)。</blockquote></p><p> <b>Microchip Technology Incorporated</b></p><p><blockquote><b>微芯片技术公司</b></blockquote></p><p> Another top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.</p><p><blockquote>另一家顶级电动汽车芯片制造商是MCHP,其芯片用于无线应用程序和电源管理设备。MCHP专门为电动汽车设计的芯片是用于集中计算和导航以及动力系统和充电系统的人工智能。在我们的557只顶级科技股中,MCHP被评为非常看涨,在该筛选中排名前10%,并且继续处于上升轨道,其B+动量评级就证明了这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38fa9b58f8f38267e8104688a79b1c77\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> Following recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.</p><p><blockquote>在最近公布第二季度盈利结果后,杰富瑞金融集团等分析师将MCHP目标价从98美元上调至109美元,这意味着上涨22.7%。每股收益为1.07美元,超出0.01美元,收入为1.65 B美元,同比增长近26%,难怪在过去90天内有21次上调,从而获得A-上调评级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc325cd371e06ec406b8e454cf7c4670\" tg-width=\"640\" tg-height=\"183\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> As we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.</p><p><blockquote>当我们期待电动汽车行业利用半导体的使用以及投资者想要更多地了解该领域的股票时,让我们讨论一下福特(F),福特最近与跨国半导体制造和设计公司GlobalFoundries(GFS)合作解决半导体短缺问题,从而将自己定位为下一个在该领域与特斯拉和苹果竞争的著名电动汽车制造商。</blockquote></p><p> <i><b>YTD F, AAPL, TSLA PRICE RETURN COMPARISON</b></i></p><p><blockquote><i><b>年初至今F、AAPL、TSLA价格回报比较</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2175c40e8df25d2f22ed2e219327137\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p></p><p> Ford has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?</p><p><blockquote>自汽车发明以来,福特一直是一个与众不同的公司。福特与半导体公司GlobalFoundries的合作表明,它希望通过一切必要手段引领行业并发展,与公司达成协议,采购避免供应链中断所需的材料和零件。“半导体将成为汽车体验差异化的定义线。我相信你会看到汽车公司希望成为我所说的看涨期权更加了解硅。这正是福特在与福特签署的谅解备忘录中所做的事情G.F.他们首先要确保他们了解供需动态……以确保他们影响代工厂的技术路线图,以便我们创建的功能符合他们的需求,”Tom Caulfield GFS首席执行官,2021年第三季度收益看涨期权。那么福特与其电动汽车相比如何呢?电动汽车竞赛中的竞争对手特斯拉和苹果?</blockquote></p><p> <b>Ford Valuation vs. Tesla and Apple</b></p><p><blockquote><b>福特估值与特斯拉和苹果</b></blockquote></p><p> Ford is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.</p><p><blockquote>福特被低估,整体估值等级为C,远期市盈率交易为-25.82%,该行业为14.55倍。远期PEG比率为A+级,比该行业低近82%。当我们比较福特、苹果和特斯拉的估值时,特斯拉和苹果公司的总体评级为F级。</blockquote></p><p> Compared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.</p><p><blockquote>与估值等级为F的特斯拉和苹果相比,两者在PEG基础上(市盈率除以每股收益长期增长)看起来都没有吸引力。特斯拉PEG为3.52倍,比该行业高出263.70%,苹果PEG为2.81倍,比该行业高出70.78%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c31cedfc851a3fb1072546e0b5c879\" tg-width=\"640\" tg-height=\"440\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> Seeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.</p><p><blockquote>Seeking Alpha的估值等级提供了一家公司相对于同一行业其他股票的价值的独特视角。得益于数十个基础指标,这些评级可以即时表征该指标与类似股票相比的优势或劣势。福特在0.17倍PEG的基础上看起来很有吸引力,与该行业相比并没有被高估,PEG中位数为0.97倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb961e840c6250e27933fd611faefc6\" tg-width=\"640\" tg-height=\"244\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> While a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.</p><p><blockquote>虽然C级并不理想,但福特看起来仍然很有吸引力。作为行业先驱,它应该在电动汽车领域表现良好。纽约大学斯特恩商学院金融学教授Aswath Damodaran表示,汽车和卡车行业状况良好,根据2021年1月的数据,目前市盈率为164.37,预计未来五年增长18.8%PEG比率为8.87。</blockquote></p><p> Apple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.</p><p><blockquote>苹果宣布推出全自动驾驶汽车引起了人们的关注,特别是考虑到其广泛的技术和该项目的持续延迟。Apple Car项目由人工智能和机器学习主管John Giannandrea领导。苹果首席执行官Tim Cook表示:“我们专注于自主系统。这是一项我们认为非常重要的核心技术。我们认为它是所有人工智能项目之母。这可能是实际上最难处理的人工智能项目之一。”尽管特斯拉和福特在汽车行业占据优势,但正如John Engel在他的Seeking Alpha文章中强调的那样,“最终,我认为汽车行业(电动汽车或其他行业)很少会使其自然适合苹果。虽然我怀疑未来几年苹果汽车的开发将对苹果的股票起到积极的催化剂作用,但它最终将更多地成为负债而不是资产。”让我们比较一下它们的增长和盈利能力等级。</blockquote></p><p> <b>Ford Growth and Profitability vs. Tesla and Apple</b></p><p><blockquote><b>福特增长和盈利能力与特斯拉和苹果的比较</b></blockquote></p><p> With plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.</p><p><blockquote>福特计划到2025年每年生产超过60万辆电动汽车,福特首席执行官吉姆·法利(Jim Farley)推动到2030年40%的汽车采用电池驱动,事实证明,其向电动汽车的转型是成功的。在全电动野马Mach-EFord的带领下,福特在9月份创下了新纪录,电动汽车销量同比飙升92%,达到9,150辆。雪上加霜的是,“苹果、特斯拉和赛格威的顶级产品领导者之一”道格·菲尔德(Doug Field)在帮助推出电动汽车后离开了苹果,并被福特挖走,担任福特新任首席先进技术官。网上猜测,此举可能是苹果电动汽车棺材上的最后一颗钉子。虽然这都是猜测,但当我们比较这三家电动汽车制造商时,很明显为什么我们相信福特将成为胜利者和值得关注的电动汽车股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec2355246ce651d0fb1df4614fcf9e5\" tg-width=\"640\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p></p><p> Ford has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric F-150 Lightning in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.</p><p><blockquote>福特股价在过去五年中上涨了62%以上,年初至今上涨了132%以上,带来了A增长和A+盈利系数评级。凭借非常乐观的评级并在不断变化的电动汽车格局中不断发展,福特将继续在汽车领域取得成果。尽管芯片短缺和大流行带来的影响,福特仍然坚韧,并且具有弹性。福特继续推出新车,并将于2022年推出全电动F-150 Lightning,最大牵引能力为10,000磅,续航里程可达300英里。据首席执行官称,这款卡车的需求量很大,已有20万份预订。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b7946a5aed4f7f01a00c1ef0635628\" tg-width=\"640\" tg-height=\"254\" width=\"100%\" height=\"auto\"><span>Image Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:2022款福特®F-150闪电电动卡车|全电动和全F-150</span></p></blockquote></p><p> The American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.</p><p><blockquote>美国制造的F-150 Lightning及其下一代全尺寸电动皮卡正在田纳西州蓝椭圆城的新工厂大批量开发。这些数字不会说谎,尽管半导体短缺,但不乏寻求福特汽车的买家。这一势头肯定会持续下去,特别是在福特管理与GlobalFoundries的合作伙伴关系并继续大步超越特斯拉和苹果的情况下。</blockquote></p><p> While we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.</p><p><blockquote>虽然我们继续看到福特生产的汽车,但我们还没有看到真正的苹果电动汽车的发布。另一方面,电动汽车的先驱特斯拉继续展示为什么他们的尖端电池技术被评为同类汽车中最好的。众所周知,特斯拉继续为越来越多的人制造汽车,使产品变得容易获得和负担得起,同时也弥合了清洁交通和可再生能源的差距。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85b3fbd9b4798b8e89ef154b6eb78098\" tg-width=\"640\" tg-height=\"339\" width=\"100%\" height=\"auto\"><span>Image Source: Model S</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:Model S</span></p></blockquote></p><p> We feel Ford's biggest contender in the EV space is Tesla, and Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"</p><p><blockquote>我们认为福特在电动汽车领域最大的竞争者是特斯拉,福特还声称它将在两年内成为第二大电动汽车生产商。福特每股收益为0.51美元,超过预期每股收益为0.24美元,并且在过去90天内对2011财年进行了19次上调,难怪福特在盈利能力方面与竞争对手并驾齐驱,评级为A+。福特的持续强劲表明了福特首席执行官吉姆·法利(Jim Farley)在第三季度财报看涨期权上表示:“正如我们今天在美国发表讲话时,我们正在积极引领电动汽车革命,大幅扩大我们的电池产量。事实上,我们已经宣布了计划,这些计划将为我们提供足够的电池产量来实现我们的十年中期141吉瓦的目标,这足以每年生产超过100万辆纯电动汽车,而且我认为我们还需要更多。”</blockquote></p><p> <i><b>FORD EARNINGS AND REVISIONS</b></i></p><p><blockquote><i><b>福特收益和修正</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1077c0c6a7d52a3c5c3a553c5c5ac32\" tg-width=\"640\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford, Tesla, and Apple Momentum</b></p><p><blockquote><b>福特、特斯拉和苹果的势头</b></blockquote></p><p> Each of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.</p><p><blockquote>福特、特斯拉和苹果继续将资金投入到他们认为有上涨空间的地方。动量是一种成功的交易策略,投资者买入上涨的股票,并在下跌时卖出,对于那些想要长期持有的人来说,它是预测股价表现的重要因素。</blockquote></p><p> Investor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.</p><p><blockquote>投资者对电动汽车领域的信心仍然很高,每只股票都表现出A或更好的动量评级。今年迄今为止,福特在前三个月仍上涨了57.27%,而该行业则下跌了近5%。特斯拉上涨30%,苹果上涨超过17%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c9ba651be822d98ff1d10c0ee70b3a\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5548abc16267f2b83467c1e652937cdd\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87dd913db38101b4d1f4b255ee4d28c\" tg-width=\"640\" tg-height=\"207\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <b>Conclusion: Ford</b><b><i>Is</i></b><b>Built Tough and an EV Stock To Watch</b></p><p><blockquote><b>结论:福特</b><b><i>是</i></b><b>坚固且值得关注的电动汽车股票</b></blockquote></p><p></p><p> Electric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.</p><p><blockquote>电动汽车股票可以获得巨大的投资回报,特别是如果您能够识别那些估值合理、基本面良好并利用其增长和势头的股票。此外,半导体等与电动汽车相关的行业也是不错的选股选择。在当前的环境下,这些股票选择中的每一只都提供了增长和价值的良好平衡,这是实现投资组合多元化并驾驭电动汽车和半导体浪潮的绝佳选择。凭借更好的估值以及持续的进步和势头,我们相信福特是最合适的电动汽车股票选择,但这取决于您自己决定。</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>The Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票:留意特斯拉和苹果</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\">\nThe Next Top Electric Vehicle Stock: Look Out Tesla And Apple<blockquote>下一个顶级电动汽车股票:留意特斯拉和苹果</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-16 15:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Semiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.</li> <li>The auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.</li> <li>In 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.</li> <li>Compared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe8b143e1df1016169fd2775f2f9d27\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Bill Pugliano/Getty Images News</span></p><p><blockquote><ul><li>半导体股将从全球芯片短缺中受益。安森美、高通和Microchip Technology是值得关注的电动汽车半导体股票。</li><li>汽车行业在疫情期间遭受重创,但正在反弹。考虑到政治环境、油价上涨和充电站扩张,一些电动汽车股票看起来很有吸引力。</li><li>2022年,美国汽车销售额预计将从1500万美元增至1600万美元。顶级汽车制造商福特希望全力发展电动汽车,并正在以自己的方式解决芯片短缺问题。</li><li>与电动汽车竞争对手特斯拉和苹果相比,福特拥有坚实的基本面、合理的估值框架、出色的量化因子等级、向上的盈利修正和令人难以置信的股票势头。</li></ul><p class=\"t-img-caption\"><span>比尔·普利亚诺/盖蒂图片社新闻</span></p></blockquote></p><p> Automobiles and Semiconductor Chip Shortage</p><p><blockquote>汽车和半导体芯片短缺</blockquote></p><p> Over the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.</p><p><blockquote>在过去的几年里,电动汽车(EV)的快速增长简直令人惊讶。正如Brendan Ahern在他的文章《势不可挡的电动汽车生态系统和如何投资》中所说,“过去两年,随着新公司上市,特斯拉(TSLA)加入标普500,全球各国政府加大了电气化承诺,电动汽车销量飙升,尤其是在中国和欧盟。”本概述总结了电动汽车在汽车领域的进展。</blockquote></p><p> Our Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL) accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"</p><p><blockquote>我们首选的汽车公司福特(F)年初至今上涨了132%,与特斯拉年初至今上涨37%相比,福特(F)目前在基本面方面处于令人羡慕的地位。尽管苹果(AAPL)正在加速自动驾驶汽车计划,他们将自动驾驶汽车视为所有人工智能项目之母,但到目前为止,他们都在谈论没有可行的电动汽车产品。苹果进入自动驾驶汽车领域是一个猜测的话题。值得注意的是,投资电动汽车革命的方式不止一种。归结起来就是“里面是什么?”</blockquote></p><p> Cars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a Bloomberg News Article.</p><p><blockquote>汽车就像新的大型计算机。一辆新车可以有2000多个芯片,击败了一部可能有四个芯片的智能手机。半导体在当今的汽车行业,尤其是电动汽车中发挥着重要作用,这就是为什么我们发现它们的股票具有吸引力。安森美(ON)、高通(QCOM)和微芯科技(MCHP)是汽车行业最好的供应商。供应链限制和亚洲工厂停工严重影响了汽车销售。据彭博新闻社的一篇文章称,尽管供应短缺,但需求却很高,我们已经看到半导体短缺的成本飙升了90%以上。</blockquote></p><p> With a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.</p><p><blockquote>AlixPartners汽车和工业实践董事总经理Dan Hearsch表示,芯片订单需要创纪录的21周时间才能完成,“这确实感觉像是该行业有史以来最持久的供应短缺,因为它还没有结束。”尽管缺乏半导体,汽车价格仍在继续攀升,在美国达到每辆车超过42,000美元的记录,这使得安森美、高通和Microchip Technology Incorporation等芯片制造商非常看好购买,特别是考虑到他们对电动汽车的需求。</blockquote></p><p> <b>ON Semiconductor Corporation</b></p><p><blockquote><b>安森美半导体公司</b></blockquote></p><p> ON Semiconductor is a stock I recently wrote about in an article called Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.</p><p><blockquote>安森美半导体是我最近在一篇题为《2022年五大科技股》的文章中写过的一只股票。安森美是一家财富1000强公司,是一家半导体和领先的电源管理提供商,将信号和定制器件技术用于通信、汽车、计算和其他用途。电动汽车的进步允许更多地使用半导体车载平台的电子内容,通过成像和传感器功能技术提高乘员安全性;通过算法实现的传感器功能使车辆能够立即采取行动以避免事故。这种电气化也用于动力总成和车辆辅助系统,半导体技术处于最前沿。</blockquote></p><p> The Seeking Alpha News Team recently reported ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"</p><p><blockquote>Seeking Alpha新闻团队最近报道称Semi是花旗集团的首选。花旗集团分析师Christopher Danely表示:“随着一月份财报季的临近,现在是投资者购买半导体股票的黄金时间,因为芯片行业的短缺似乎不会很快好转……Danely指出,自1999年和2000年以来,半导体行业的商业状况从未如此强劲,而且“许多”公司在2022年之前都收到了稳定的订单。”</blockquote></p><p> ON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.</p><p><blockquote>ON的估值等级为C+,相对于其行业保持吸引力超过7.29%,远期市盈率为22.43倍。此外,ON的增长、盈利能力和动量指标也很有吸引力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/041f800d3cc6cb924bd6d61c64faf92e\" tg-width=\"640\" tg-height=\"394\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p></p><p> Momentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.</p><p><blockquote>对于安森美半导体来说,Momentum是一个很强的A+等级,因为他们继续拥有出色的价格回报,10年的性价比回报超过700%。深入了解ON的增长评级,该公司的EBITDA同比增长评级为A-,比行业高出134.70%,EPS FWD长期评级为A+,比行业高出208%。随着我们继续深入研究对汽车自动化很重要的半导体,芯片行业还有另一个名字有助于推动电动汽车的趋势。</blockquote></p><p> <b>Qualcomm</b></p><p><blockquote><b>Qualcomm</b></blockquote></p><p> QCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news just reported Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"</p><p><blockquote>高通的很大一部分收入来自针对汽车行业的产品。高通已经是全球最大的手机芯片供应商、无线技术创新者和5G驱动者。该公司宣布将继续向下一代自动驾驶汽车扩张。Cerity Partners的Jim Lebenthal表示,SA news刚刚报道称,高通在未来六个月内可能会上涨25%。高通总裁兼首席执行官Cristiano Amon表示,高通已经与微软(MSFT)和Meta Platforms(FB)等公司合作,希望占领电动汽车市场份额,该市场份额明显高于手机芯片行业。阿蒙在11月的新闻稿中表示:“我们今天与宝马宣布的消息标志着汽车领域新时代的开始,两位技术领导者齐心协力设计和开发……下一代汽车……我们看到了令人难以置信的数量该行业正在推动发展,并使高通处于几乎每个行业需求的交叉点。”</blockquote></p><p> When looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.</p><p><blockquote>当查看下面高通的因子等级时,很明显为什么我们相信它们基础稳固。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee2ff7cc1f310c6f8fd1e875afacc02e\" tg-width=\"284\" tg-height=\"223\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> QCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"</p><p><blockquote>QCOM的估值合理,其交易价格比其行业低近30%,预期市盈率为17.27+;远期PEG比该行业低近63%。该股增长强劲,盈利指标出色,许多分析师上调了盈利预期。正如Seeking Alpha作者Valuentum所写,“高通的增长轨迹得到了其进军汽车领域和物联网趋势的支持,预计这将在未来十年增加其总的潜在市场机会。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14b7d462d95760ddddea06904c48c60a\" tg-width=\"640\" tg-height=\"430\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> In addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).</p><p><blockquote>除了强劲的盈利能力之外,高通还是股息支付最好的科技股之一。高通的股息增长评级为A+。由于电动汽车的趋势和普及并不是赚钱的唯一途径,因此我们强调另一家引领电动汽车崛起浪潮的顶级半导体——微芯科技公司(MCHP)。</blockquote></p><p> <b>Microchip Technology Incorporated</b></p><p><blockquote><b>微芯片技术公司</b></blockquote></p><p> Another top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.</p><p><blockquote>另一家顶级电动汽车芯片制造商是MCHP,其芯片用于无线应用程序和电源管理设备。MCHP专门为电动汽车设计的芯片是用于集中计算和导航以及动力系统和充电系统的人工智能。在我们的557只顶级科技股中,MCHP被评为非常看涨,在该筛选中排名前10%,并且继续处于上升轨道,其B+动量评级就证明了这一点。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38fa9b58f8f38267e8104688a79b1c77\" tg-width=\"640\" tg-height=\"204\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> Following recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.</p><p><blockquote>在最近公布第二季度盈利结果后,杰富瑞金融集团等分析师将MCHP目标价从98美元上调至109美元,这意味着上涨22.7%。每股收益为1.07美元,超出0.01美元,收入为1.65 B美元,同比增长近26%,难怪在过去90天内有21次上调,从而获得A-上调评级。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc325cd371e06ec406b8e454cf7c4670\" tg-width=\"640\" tg-height=\"183\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> As we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.</p><p><blockquote>当我们期待电动汽车行业利用半导体的使用以及投资者想要更多地了解该领域的股票时,让我们讨论一下福特(F),福特最近与跨国半导体制造和设计公司GlobalFoundries(GFS)合作解决半导体短缺问题,从而将自己定位为下一个在该领域与特斯拉和苹果竞争的著名电动汽车制造商。</blockquote></p><p> <i><b>YTD F, AAPL, TSLA PRICE RETURN COMPARISON</b></i></p><p><blockquote><i><b>年初至今F、AAPL、TSLA价格回报比较</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2175c40e8df25d2f22ed2e219327137\" tg-width=\"640\" tg-height=\"230\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p></p><p> Ford has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?</p><p><blockquote>自汽车发明以来,福特一直是一个与众不同的公司。福特与半导体公司GlobalFoundries的合作表明,它希望通过一切必要手段引领行业并发展,与公司达成协议,采购避免供应链中断所需的材料和零件。“半导体将成为汽车体验差异化的定义线。我相信你会看到汽车公司希望成为我所说的看涨期权更加了解硅。这正是福特在与福特签署的谅解备忘录中所做的事情G.F.他们首先要确保他们了解供需动态……以确保他们影响代工厂的技术路线图,以便我们创建的功能符合他们的需求,”Tom Caulfield GFS首席执行官,2021年第三季度收益看涨期权。那么福特与其电动汽车相比如何呢?电动汽车竞赛中的竞争对手特斯拉和苹果?</blockquote></p><p> <b>Ford Valuation vs. Tesla and Apple</b></p><p><blockquote><b>福特估值与特斯拉和苹果</b></blockquote></p><p> Ford is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.</p><p><blockquote>福特被低估,整体估值等级为C,远期市盈率交易为-25.82%,该行业为14.55倍。远期PEG比率为A+级,比该行业低近82%。当我们比较福特、苹果和特斯拉的估值时,特斯拉和苹果公司的总体评级为F级。</blockquote></p><p> Compared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.</p><p><blockquote>与估值等级为F的特斯拉和苹果相比,两者在PEG基础上(市盈率除以每股收益长期增长)看起来都没有吸引力。特斯拉PEG为3.52倍,比该行业高出263.70%,苹果PEG为2.81倍,比该行业高出70.78%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54c31cedfc851a3fb1072546e0b5c879\" tg-width=\"640\" tg-height=\"440\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> Seeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.</p><p><blockquote>Seeking Alpha的估值等级提供了一家公司相对于同一行业其他股票的价值的独特视角。得益于数十个基础指标,这些评级可以即时表征该指标与类似股票相比的优势或劣势。福特在0.17倍PEG的基础上看起来很有吸引力,与该行业相比并没有被高估,PEG中位数为0.97倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbb961e840c6250e27933fd611faefc6\" tg-width=\"640\" tg-height=\"244\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> While a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.</p><p><blockquote>虽然C级并不理想,但福特看起来仍然很有吸引力。作为行业先驱,它应该在电动汽车领域表现良好。纽约大学斯特恩商学院金融学教授Aswath Damodaran表示,汽车和卡车行业状况良好,根据2021年1月的数据,目前市盈率为164.37,预计未来五年增长18.8%PEG比率为8.87。</blockquote></p><p> Apple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.</p><p><blockquote>苹果宣布推出全自动驾驶汽车引起了人们的关注,特别是考虑到其广泛的技术和该项目的持续延迟。Apple Car项目由人工智能和机器学习主管John Giannandrea领导。苹果首席执行官Tim Cook表示:“我们专注于自主系统。这是一项我们认为非常重要的核心技术。我们认为它是所有人工智能项目之母。这可能是实际上最难处理的人工智能项目之一。”尽管特斯拉和福特在汽车行业占据优势,但正如John Engel在他的Seeking Alpha文章中强调的那样,“最终,我认为汽车行业(电动汽车或其他行业)很少会使其自然适合苹果。虽然我怀疑未来几年苹果汽车的开发将对苹果的股票起到积极的催化剂作用,但它最终将更多地成为负债而不是资产。”让我们比较一下它们的增长和盈利能力等级。</blockquote></p><p> <b>Ford Growth and Profitability vs. Tesla and Apple</b></p><p><blockquote><b>福特增长和盈利能力与特斯拉和苹果的比较</b></blockquote></p><p> With plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.</p><p><blockquote>福特计划到2025年每年生产超过60万辆电动汽车,福特首席执行官吉姆·法利(Jim Farley)推动到2030年40%的汽车采用电池驱动,事实证明,其向电动汽车的转型是成功的。在全电动野马Mach-EFord的带领下,福特在9月份创下了新纪录,电动汽车销量同比飙升92%,达到9,150辆。雪上加霜的是,“苹果、特斯拉和赛格威的顶级产品领导者之一”道格·菲尔德(Doug Field)在帮助推出电动汽车后离开了苹果,并被福特挖走,担任福特新任首席先进技术官。网上猜测,此举可能是苹果电动汽车棺材上的最后一颗钉子。虽然这都是猜测,但当我们比较这三家电动汽车制造商时,很明显为什么我们相信福特将成为胜利者和值得关注的电动汽车股票。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eec2355246ce651d0fb1df4614fcf9e5\" tg-width=\"640\" tg-height=\"255\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p></p><p> Ford has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric F-150 Lightning in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.</p><p><blockquote>福特股价在过去五年中上涨了62%以上,年初至今上涨了132%以上,带来了A增长和A+盈利系数评级。凭借非常乐观的评级并在不断变化的电动汽车格局中不断发展,福特将继续在汽车领域取得成果。尽管芯片短缺和大流行带来的影响,福特仍然坚韧,并且具有弹性。福特继续推出新车,并将于2022年推出全电动F-150 Lightning,最大牵引能力为10,000磅,续航里程可达300英里。据首席执行官称,这款卡车的需求量很大,已有20万份预订。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b7946a5aed4f7f01a00c1ef0635628\" tg-width=\"640\" tg-height=\"254\" width=\"100%\" height=\"auto\"><span>Image Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:2022款福特®F-150闪电电动卡车|全电动和全F-150</span></p></blockquote></p><p> The American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.</p><p><blockquote>美国制造的F-150 Lightning及其下一代全尺寸电动皮卡正在田纳西州蓝椭圆城的新工厂大批量开发。这些数字不会说谎,尽管半导体短缺,但不乏寻求福特汽车的买家。这一势头肯定会持续下去,特别是在福特管理与GlobalFoundries的合作伙伴关系并继续大步超越特斯拉和苹果的情况下。</blockquote></p><p> While we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.</p><p><blockquote>虽然我们继续看到福特生产的汽车,但我们还没有看到真正的苹果电动汽车的发布。另一方面,电动汽车的先驱特斯拉继续展示为什么他们的尖端电池技术被评为同类汽车中最好的。众所周知,特斯拉继续为越来越多的人制造汽车,使产品变得容易获得和负担得起,同时也弥合了清洁交通和可再生能源的差距。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85b3fbd9b4798b8e89ef154b6eb78098\" tg-width=\"640\" tg-height=\"339\" width=\"100%\" height=\"auto\"><span>Image Source: Model S</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源:Model S</span></p></blockquote></p><p> We feel Ford's biggest contender in the EV space is Tesla, and Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"</p><p><blockquote>我们认为福特在电动汽车领域最大的竞争者是特斯拉,福特还声称它将在两年内成为第二大电动汽车生产商。福特每股收益为0.51美元,超过预期每股收益为0.24美元,并且在过去90天内对2011财年进行了19次上调,难怪福特在盈利能力方面与竞争对手并驾齐驱,评级为A+。福特的持续强劲表明了福特首席执行官吉姆·法利(Jim Farley)在第三季度财报看涨期权上表示:“正如我们今天在美国发表讲话时,我们正在积极引领电动汽车革命,大幅扩大我们的电池产量。事实上,我们已经宣布了计划,这些计划将为我们提供足够的电池产量来实现我们的十年中期141吉瓦的目标,这足以每年生产超过100万辆纯电动汽车,而且我认为我们还需要更多。”</blockquote></p><p> <i><b>FORD EARNINGS AND REVISIONS</b></i></p><p><blockquote><i><b>福特收益和修正</b></i></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1077c0c6a7d52a3c5c3a553c5c5ac32\" tg-width=\"640\" tg-height=\"369\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <b>Ford, Tesla, and Apple Momentum</b></p><p><blockquote><b>福特、特斯拉和苹果的势头</b></blockquote></p><p> Each of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.</p><p><blockquote>福特、特斯拉和苹果继续将资金投入到他们认为有上涨空间的地方。动量是一种成功的交易策略,投资者买入上涨的股票,并在下跌时卖出,对于那些想要长期持有的人来说,它是预测股价表现的重要因素。</blockquote></p><p> Investor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.</p><p><blockquote>投资者对电动汽车领域的信心仍然很高,每只股票都表现出A或更好的动量评级。今年迄今为止,福特在前三个月仍上涨了57.27%,而该行业则下跌了近5%。特斯拉上涨30%,苹果上涨超过17%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34c9ba651be822d98ff1d10c0ee70b3a\" tg-width=\"640\" tg-height=\"206\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5548abc16267f2b83467c1e652937cdd\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f87dd913db38101b4d1f4b255ee4d28c\" tg-width=\"640\" tg-height=\"207\" width=\"100%\" height=\"auto\"><span>Source: Seeking Alpha Premium</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:寻求Alpha Premium</span></p></blockquote></p><p> <b>Conclusion: Ford</b><b><i>Is</i></b><b>Built Tough and an EV Stock To Watch</b></p><p><blockquote><b>结论:福特</b><b><i>是</i></b><b>坚固且值得关注的电动汽车股票</b></blockquote></p><p></p><p> Electric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.</p><p><blockquote>电动汽车股票可以获得巨大的投资回报,特别是如果您能够识别那些估值合理、基本面良好并利用其增长和势头的股票。此外,半导体等与电动汽车相关的行业也是不错的选股选择。在当前的环境下,这些股票选择中的每一只都提供了增长和价值的良好平衡,这是实现投资组合多元化并驾驭电动汽车和半导体浪潮的绝佳选择。凭借更好的估值以及持续的进步和势头,我们相信福特是最合适的电动汽车股票选择,但这取决于您自己决定。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4475255-the-next-top-electric-vehicle-stock-look-out-tesla-and-apple\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4475255-the-next-top-electric-vehicle-stock-look-out-tesla-and-apple","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162833574","content_text":"Summary\n\nSemiconductor stocks stand to gain from the global chip shortages. ON Semi, Qualcomm and Microchip Technology are EV semiconductor stocks to watch.\nThe auto sector took a beating during the pandemic but is rebounding. Some EV stocks look attractive given the political environment, rising gas prices, and expansion of charging stations.\nIn 2022, US auto sales are expected to increase to $16M from $15M. Top automaker Ford wants all-in on electric and is addressing the chip shortage their way.\nCompared to its EV rivals Tesla and Apple, Ford offers solid fundamentals, a reasonable valuation framework, excellent Quant Factor grades, upward earnings revisions, and incredible stock momentum.\n\nBill Pugliano/Getty Images News\nAutomobiles and Semiconductor Chip Shortage\nOver the last several years, the rapid growth of Electric Vehicles (EV) has been nothing short of astonishing. As Brendan Ahern said in his article,The Unstoppable EV Ecosystem And How To Invest, \"The past two years have seen tremendous excitement in the global electric vehicles (EVs) industry as new companies listed shares, Tesla (TSLA) was added to the S&P 500, global governments stepped up electrification commitments, and electric vehicle sales soared, especially in China and the EU.\" This overview sums up the progress of EVs in the auto sector.\nOur Top Automotive pick, Ford (F), is up 132% YTD and is in an enviable position on fundamentals at this time compared to Tesla, up 37% YTD. And despite Apple's (AAPL) accelerating plans for an autonomous vehicle, which they have deemed their mother of all Ai projects, so far, they are all talk with no viable EV product offering. Apple’s entry into the autonomous vehicle space is a topic of speculation. Notably, there is more than one way to invest in the EV revolution. It comes down to \"what’s inside?\"\nCars are like the new mainframe computers. A new car can have more than two thousand chips, blowing away a smartphone with perhaps four chips. Semiconductors play a significant role in today's automotive sector, especially EVs, which is why we find their stocks attractive. ON Semi (ON), Qualcomm (QCOM), and Microchip Technology (MCHP) are some of the best suppliers for the automotive sector. Supply chain constraints and Asian factory shutdowns have drastically impacted automotive sales. Despite the supply shortage, there's been high demand, and we've seen the cost of semiconductor shortages balloon above 90%, according to a Bloomberg News Article.\nWith a record 21 weeks to fill chip orders,Dan Hearsch, Managing Director of AlixPartners Automotive and Industrial Practice said, \"It certainly feels like the most protracted supply shortage the industry has seen because it's not over.\" Despite the lack of semiconductors, automotive prices continue to climb, reaching records in the U.S. over $42,000 per vehicle, making chip manufacturers like ON Semi, Qualcomm, and Microchip Technology Incorporated Very Bullish buys, especially given their demand in EVs.\nON Semiconductor Corporation\nON Semiconductor is a stock I recently wrote about in an article called Top 5 Tech Stocks For 2022. A Fortune 1000 Company, ON Semi is a semiconductor and leading power management provider that uses signal and custom device technologies for communications, automotive, computing, and other uses. EV advancements allow for increased use of semiconductors in-vehicle platforms' electronics content, improving occupant safety through imaging and sensor function technology; sensor functions by way of algorithms enable vehicles to take immediate action to avoid accidents. This electrification is also used in the powertrain and vehicle auxiliary systems, with semiconductor technology at the forefront.\nThe Seeking Alpha News Team recently reported ON Semi as a top pick at Citigroup. Citigroup analyst Christopher Danely said, \"With January's earnings season on the horizon, now is a prime time for investors to buy semiconductor stocks as chip-sector shortages don't appear to be getting better any time soon...Danelynotes that business conditions for the semiconductor industry have not been this strong since 1999 and 2000 and that \"many\" companies are booked solid with orders through 2022.\"\nON carries a C+ Valuation Grade, remaining attractive relative to its sector by more than 7.29%, at a Forward P/E of 22.43x. Additionally, ON's growth, profitability, and momentum metrics are attractive.\nSource: Seeking Alpha Premium\nMomentum is a strong A+ Grade for ON Semiconductor, as they continue to have stellar price returns, with a price-performance return over 10 years exceeding 700%. Diving into ON’s growth grades, the company has a strong year-over-year EBITDA Growth grade of A- at 134.70% above the sector, and EPS FWD Long Term grade of A+, 208% above the sector. As we continue to dive into semiconductors important to vehicle automation, there is another name in the chip industry helping increase the trend towards EVs.\nQualcomm\nQCOM gets a significant portion of its revenue from products aimed at the automotive sector. QCOM is already the world's biggest supplier of mobile phone chips, a wireless technology innovator, and 5G driver. The company has announced it will continue to expand into next-generation self-driving vehicles. SA news just reported Qualcomm could rally 25% higher in the next six months, according to Cerity Partners' Jim Lebenthal. Qualcomm, who already works with firms like Microsoft (MSFT) and Meta Platforms (FB), wants to grab hold of the EV market share, which is significantly higher than the phone chip industry, according to Cristiano Amon, QCOM President and CEO. In a November Press Release, Amon said, \"Our announcement with BMW today is the onset of a new era in automotive where two technology leaders have come together to design and develop…the next-generation automobile…we see an incredible number of changes in the industry that are driving things and putting Qualcomm at the intersection of demand for virtually every industry.\"\nWhen looking at QCOM's Factor Grades below, it's clear why we believe they are on solid footing.\nSource: Seeking Alpha Premium\nQCOM comes at a reasonable valuation, trading nearly 30% below its sector with a forward P/E of 17.27+; Forward PEG is almost 63% below the sector. The stock has strong growth, excellent profitability metrics, and many analysts increasing their earnings estimates. As fellow Seeking Alpha author Valuentum writes, \"Qualcomm's growth trajectory is supported by its push into the automotive arena and the IoT trend, which are expected to grow its total addressable market opportunity over the next decade.\"\nSource: Seeking Alpha Premium\nIn addition to its strong profitability, QCOM is one of the best dividend-paying technology stocks. QCOM has a Dividend Growth Grade of A+. Because the trend and rise in popularity of electric vehicles is not the only way to make money, we are emphasizing another top semiconductor leading the wave of rising EVs, Microchip Technology Incorporated (MCHP).\nMicrochip Technology Incorporated\nAnother top EV chip-maker is MCHP, whose chips are used in wireless apps and devices for power management. MCHP’s chips specifically designed for electric vehicles is the artificial intelligence used to centralize computing and navigation and the powertrains and charging systems. Rated Very Bullish, out of 557 of our Top Tech Stocks, MCHP is ranked in the top 10% of this screener and continues to be on an upward trajectory, as evidenced by its B+ Momentum Grade.\nSource: Seeking Alpha Premium\nFollowing recent Q2 Earnings results,Jefferies Financial Group, among other analysts, has increased their MCHP price target of $98 to $109, which implies a 22.7% upside. With an EPS of $1.07 that beat by $0.01 and Revenue of $1.65B beating nearly 26% YoY, it’s no wonder there are 21 FY1 Up Revisions in the last 90 days, prompting an A- Revisions Grade.\nSource: Seeking Alpha Premium\nAs we look to the EV sector capitalizing on the use of semiconductors and investors wanting to know more about stocks in this space, let us discuss Ford (F), who recently partnered with GlobalFoundries (GFS), a multinational semiconductor manufacturing and design company to address the semiconductor shortage, thus positioning themselves as the next prominent EV manufacturer to rival Tesla and Apple in the space.\nYTD F, AAPL, TSLA PRICE RETURN COMPARISON\nSource: Seeking Alpha Premium\nFord\nFord has been a differentiator since the invention of the automobile. Ford’s partnering with semiconductor company GlobalFoundries clarifies that it wants to lead the industry and evolve by all means necessary, striking deals with companies to source materials and the parts required to avoid supply chain disruptions. \"Semiconductor is going to become the defining line for differentiation in the automotive experience. I believe you're seeing automotive companies want to become what I would call more silicon aware. And that's exactly what Ford is doing in their MOU they signed with G.F. They want to first make sure that they understand the supply-demand dynamics… to make sure they influence the technology road maps for foundries so that the features that we create align with their needs,\"Tom Caulfield GFS CEO, Q3 2021 Earnings Call. So how does Ford compare to its E.V. rivals, Tesla and Apple, in the electric car race?\nFord Valuation vs. Tesla and Apple\nFord is undervalued with an overall valuation grade of C, forward P/E trading -25.82%, and the sector at 14.55X. The forward PEG ratio has an A+ grade, trading nearly 82% below the sector. When we compare Ford, Apple, and Tesla on Valuation, TSLA and AAPL receive an overall F Grade.\nCompared to Tesla and Apple with F Valuation Grades, both look unattractive on a PEG basis (P/E Ratio divided by EPS long-term growth). Tesla PEG of 3.52X is 263.70% above the sector, and Apple PEG of 2.81X, 70.78% above the sector.\nSource: Seeking Alpha Premium\nSeeking Alpha’s Valuation Grade provides a unique view of how much a company is worth relative to other stocks in the same sector. Thanks to dozens of underlying metrics, the grades provide an instant characterization of the strength or weakness of the metric compared to similar stocks. Ford looks attractive on a 0.17X PEG basis and is not overvalued compared to the sector, with a median PEG of 0.97X.\nSource: Seeking Alpha Premium\nWhile a C grade is not ideal, Ford still looks attractive. As a pioneer in its industry, it should fare well in the EV space. According to Aswath Damodaran,Professor of Finance at the Stern School of Business at N.Y. University, the Automotive and Truck sector is sitting pretty, with a current P/E of 164.37 based upon January 2021 data and expected growth of 18.8% over the next five years with a PEG ratio of 8.87.\nApple's announcement of a fully autonomous vehicle has turned heads, especially given its wide range of technology and persistent delays to the project.Apple Car Project is being led by Ai and machine learning Chief John Giannandrea. \"We're focusing on autonomous systems. It's a core technology that we view as very important. We sort of see it as the mother of all AI projects. It's probably one of the most difficult AI projects actually to work on\" said,Apple CEO Tim Cook. Whereas Tesla and Ford have a leg up with emphasis in the automotive industry, as John Engel emphasizes in his Seeking Alpha article, \"Ultimately, I see little about the automotive sector – EV or otherwise – that would make it a natural fit for Apple. While I suspect the development of the Apple Car over the next few years will act as a positive catalyst for Apple's stock, it will end up being more of a liability than an asset.\" Let's compare each of their growth and profitability grades.\nFord Growth and Profitability vs. Tesla and Apple\nWith plans to build over 600,000 EV's annually by 2025 and Ford CEO Jim Farley pushing for 40% of its vehicles to be battery powered by 2030, its transition to electric cars is proving to be successful. Led by its fully-electric Mustang Mach-EFord, Ford set a new September record with EV sales surging 92% from the previous year to 9,150. Adding insult to injury, Doug Field,\"One of the top product leaders from Apple, Tesla and Segway,\"left Apple after aiding in the launch of its electric vehicle, poached by Ford as their new Chief Advanced Technology Officer. Online speculation indicates that this move may be the final nail in the Apple EV coffin. While it's all speculation, as we compare the three EV makers, it's clear why we believe Ford will prove the victor and the EV stock to watch.\nSource: Seeking Alpha Premium\nFord has delivered a stock price increase of more than 62% over the last five years and an increase of more than 132% YTD, bringing both A- Growth and A+ Profitability Factor Grades. With a Very Bullish rating and continually evolving in the changing landscape of electric vehicles, Ford is set to continue delivering results in the vehicle sector. Ford is built tough and has been resilient despite chip shortages and the effects brought on by the pandemic. Ford continues to introduce new vehicles and will launch an all-electric F-150 Lightning in 2022 that possesses a maximum towing capacity of 10,000 pounds and a range of up to 300 miles. According to the CEO, there's a massive demand for this truck with 200,000 reservations.\nImage Source: 2022 Ford® F-150 Lightning Electric Truck |All Electric and All F-150\nThe American-made F-150 Lightning and its next-generation full-size electric pickup are developing in high volumes at its new facility in Blue Oval City, Tennessee. The numbers don't lie, and despite a semiconductor shortage, there's no shortage of buyers seeking Ford vehicles. The momentum is sure to continue, especially as Ford manages its partnership with GlobalFoundries and continues to make strides to outpace Tesla and Apple.\nWhile we continue to see vehicles generated by Ford, we have yet to see the release of an actual Apple EV. Tesla, on the other hand, the pioneer of the electric vehicle, continues to showcase why their cutting-edge battery technology is rated the best car in its class. It's no secret that Tesla continues to build cars for more and more people, making products accessible and affordable while also bridging the gap towards clean transport and renewable energy.\nImage Source: Model S\nWe feel Ford's biggest contender in the EV space is Tesla, and Ford also contends that it will be the No. 2 EV producer in two years. Following a Ford EPS of $0.51 beats by $0.24 and 19 FY1 Up Revisions in the last 90 days, it's no wonder Ford is neck-to-neck with its competitors on Profitability with A+ ratings. Ford's continued strength indicates why Jim Farley, Ford CEO during the Q3 Earnings Call, said, \"We're moving aggressively to lead the electric vehicle revolution, substantially expanding our battery production as we speak today in the U.S. In fact, we already announced plans that will give us enough battery production to meet our mid-decade goal of 141 gigawatts, which is enough to build more than 1 million battery electric vehicles a year, and I think we'll need more.\"\nFORD EARNINGS AND REVISIONS\nSource: Seeking Alpha Premium\nFord, Tesla, and Apple Momentum\nEach of the stocks, Ford, Tesla, and Apple continue to put their money where they believe there is an upside. Momentum is a successful trading strategy in which investors buy rising stocks and sell as they're retreating, and it is a vital factor for predicting stock price performance for those wanting to hold long term.\nInvestor confidence remains high in the EV space, with each stock exhibiting A or better Momentum Grades. Year-to-date, Ford has remained up 57.27% over the previous three months while the sector is down nearly 5%. Tesla is up 30% and Apple more than 17%.\nSource: Seeking Alpha Premium\nSource: Seeking Alpha Premium\nSource: Seeking Alpha Premium\nConclusion: FordIsBuilt Tough and an EV Stock To Watch\nElectric Vehicle stocks can make a great return on investment, especially if you can identify those with fair valuations, excellent fundamentals and capitalize on their growth and momentum. In addition, sectors linked to EVs like semiconductors can also be great stock picks. In the current environment, where each of these stock picks offers a good balance of growth and value, it's a great play to diversify your portfolio and ride the EV and semiconductor wave. With the better valuation and continued advancements and momentum, we believe that Ford is the most opportune of the EV stock picks, but it's up to you to decide for yourself.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSLA":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607874862,"gmtCreate":1639529183067,"gmtModify":1639529184375,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Fed is gonna be the deal breaker.","listText":"Fed is gonna be the deal breaker.","text":"Fed is gonna be the deal breaker.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607874862","repostId":"2191784951","repostType":4,"isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604759296,"gmtCreate":1639448726211,"gmtModify":1639448727582,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604759296","repostId":"2191984334","repostType":4,"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604134706,"gmtCreate":1639358160545,"gmtModify":1639358166284,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Go Rivan go!","listText":"Go Rivan go!","text":"Go Rivan go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604134706","repostId":"1171271872","repostType":4,"repost":{"id":"1171271872","kind":"news","pubTimestamp":1639348466,"share":"https://www.laohunote.com/m/news/1171271872?lang=zh_CN&edition=full","pubTime":"2021-12-13 06:34","market":"us","language":"en","title":"Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171271872","media":"Barrons","summary":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and","content":"<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但将包括周二的金宝汤;Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四;周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会(National Federation of Independent Businesses)的情绪指数、周三公布的人口普查局(Census Bureau)的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%,不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下,10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议,政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%,而进口价格将上涨 0.5%。相比之下,10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后,预计零售额环比增长 0.7%,而 10 月份为 1.7%。不包括汽车,支出预计增长 0.8%,而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套,而10月份为152万套。当房屋开始挖掘时,房屋开始计算。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后,经济学家预计上涨 0.6%。产能利用率预计为 76.8%,与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</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>Rivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</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\">\nRivian,Adobe,FedEx,Lennar,Campbell Soup,and Other Stocks to Watch This Week<blockquote>Rivian、Adobe、FedEx、Lenner、Campbell Soup 和本周值得关注的其他股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-13 06:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.</p><p><blockquote>本周投资者的主要活动将是美联储利率制定委员会 2021 年的最后一次会议。官员们最近的评论更加鹰派,可能会宣布加速每月资产购买缩减规模的计划。</blockquote></p><p> The Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.</p><p><blockquote>联邦公开市场委员会为期两天的会议将于周二和周三举行。</blockquote></p><p> Earnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.</p><p><blockquote>本周的财报很少,但将包括周二的金宝汤;Lenner、埃森哲、联邦快递、Rivian Automotive 和 Adobe 周四;周五的达顿餐厅。</blockquote></p><p> Economic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.</p><p><blockquote>本周公布的经济数据包括美国劳工统计局周二公布的 11 月份生产者价格指数。经济学家预计总体指数环比上涨0.55%,核心PPI上涨0.4%。这两者都将大致与 10 月份的生产者通胀率持平。</blockquote></p><p> Other data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.</p><p><blockquote>其他数据还包括周二公布的全国独立企业联合会(National Federation of Independent Businesses)的情绪指数、周三公布的人口普查局(Census Bureau)的 11 月份零售销售支出以及周四公布的 11 月份房屋开工数据。</blockquote></p><p> <b>Monday 12/13</b></p><p><blockquote><b>12/13星期一</b></blockquote></p><p> J.Jill and PHX Minerals host earnings conference calls.</p><p><blockquote>J.Jill 和 PHX Minerals 在评级举办盈利会议。</blockquote></p><p> <b>Tuesday 12/14</b></p><p><blockquote><b>星期二 12/14</b></blockquote></p><p> Campbell Soup, Barnes Group, and Avaya Holdings host investor days.</p><p><blockquote>Campbell Soup、Barnes Group 和 Avaya Holdings 举办投资者日。</blockquote></p><p> <b>The Bureau of Labor</b> Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.</p><p><blockquote><b>劳工局</b>统计局发布了11月份的生产者价格指数。普遍预计环比上涨 0.55%,不包括食品和能源的核心 PPI 将上涨 0.4%。相比之下,10 月份分别增长了 0.6% 和 0.4%。</blockquote></p><p> <b>The National Federation</b> of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.</p><p><blockquote><b>全国联合会</b>独立企业报告了11月份的指数,该指数调查了全国约5000名小企业主。看涨期权的预期读数为98.3,而10月份为98.2。</blockquote></p><p> <b>Wednesday 12/15</b></p><p><blockquote><b>12/15星期三</b></blockquote></p><p> <b>The Federal Open Market Committee</b> concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.</p><p><blockquote><b>联邦公开市场委员会</b>结束为期两天的会议,政策制定者将讨论加快逐步减少每月证券购买的时间表。</blockquote></p><p> <b>The BLS reports</b> export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.</p><p><blockquote><b>BLS报告</b>11月份进出口价格数据。预计出口价格将环比上涨 0.5%,而进口价格将上涨 0.5%。相比之下,10 月份的涨幅分别为 1.5% 和 1.2%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.</p><p><blockquote><b>全国协会</b>住宅建筑商发布了12月份的NAHB/富国银行住房市场指数。普遍估计读数为84,而11月份的读数为83。该指数去年底达到90的峰值,房屋建筑商仍然看好房地产市场。</blockquote></p><p> <b>The Census Bureau</b> reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.</p><p><blockquote><b>人口普查局</b>11 月份零售支出报告。经季节性调整后,预计零售额环比增长 0.7%,而 10 月份为 1.7%。不包括汽车,支出预计增长 0.8%,而上一时期为 1.7%。</blockquote></p><p> <b>Thursday 12/16</b></p><p><blockquote><b>星期四 12/16</b></blockquote></p><p> Heico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.</p><p><blockquote>Heico、Lennar、埃森哲、联邦快递、捷普、Adobe、Rivian汽车和诺信等公司在评级举办了财报会议。</blockquote></p><p> <b>The Census Bureau</b>releases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.</p><p><blockquote><b>人口普查局</b>发布11月份新的住宅建设报告。经季节性调整后的新屋开工率预计为156.3万套,而10月份为152万套。当房屋开始挖掘时,房屋开始计算。新房建设许可证预计为165.5万份,而10月份为165.3万份。</blockquote></p><p> <b>The Bank of England</b> announces its interest-rate decision and publishes the minutes of the meeting.</p><p><blockquote><b>英格兰银行</b>宣布利率决定并公布会议纪要。</blockquote></p><p> <b>The Federal Reserve</b> releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.</p><p><blockquote><b>美联储</b>公布11月份工业生产数据。继 10 月份上涨 1.6% 之后,经济学家预计上涨 0.6%。产能利用率预计为 76.8%,与 10 月份的 76.4% 大致持平。</blockquote></p><p> <b>Friday 12/17</b></p><p><blockquote><b>12/17星期五</b></blockquote></p><p> Steelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.</p><p><blockquote>Steelcase、Darden Restaurants 和 Quanex Building Products 在评级举办财报会议。</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-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3\">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":{"JILL":"J.Jill Inc.","DRI":"达登饭店",".SPX":"S&P 500 Index","CPB":"金宝汤","RIVN":"Rivian Automotive, Inc.","PHX":"潘汉德尔油气","LEN":"莱纳建筑公司",".DJI":"道琼斯","ADBE":"Adobe","HEI":"海科航空","ACN":"埃森哲","FDX":"联邦快递",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-fedex-rivian-lennar-campbell-adobe-51639330550?mod=hp_LEAD_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171271872","content_text":"The main event for investors this week will be the Federal Reserve’s rate-setting committee’s last meeting of 2021. Recent commentary from officials has leaned more hawkish, setting up a potential announcement of plans to accelerate monthly asset purchase tapering.\nThe Federal Open Market Committee’s two-day meeting takes place on Tuesday and Wednesday.\nEarnings reports this week are few, but will include Campbell Soup on Tuesday;Lennar,Accenture,FedEx,Rivian Automotive, and Adobe on Thursday; and Darden Restaurants on Friday.\nEconomic data coming out this week includes the Bureau of Labor Statistics’ producer price index for November on Tuesday. Economists expect a 0.55% month-over-month rise for the headline index and a 0.4% gain for the core PPI. Those would both roughly match October’s pace of producer inflation.\nOther data releases include the National Federation of Independent Businesses’ sentiment index on Tuesday, November retail-sales spending from the Census Bureau on Wednesday, and the November housing starts on Thursday.\nMonday 12/13\nJ.Jill and PHX Minerals host earnings conference calls.\nTuesday 12/14\nCampbell Soup, Barnes Group, and Avaya Holdings host investor days.\nThe Bureau of Labor Statistics releases the producer price index for November. Consensus estimate is for a 0.55% month-over-month rise, and for the core PPI, which excludes food and energy, to gain 0.4%. This compares with increases of 0.6% and 0.4%, respectively, in October.\nThe National Federation of Independent Businesses reports its index, which surveys about 5,000 small-business owners across the country, for November. Expectations call for a reading of 98.3, compared with 98.2 in October.\nWednesday 12/15\nThe Federal Open Market Committee concludes its two-day meeting, when policy makers will discuss accelerating the timetable for tapering monthly securities purchases.\nThe BLS reports export and import price data for November. Expectations are for a 0.5% month-over-month rise in export prices, while import prices are seen increasing 0.5%. This compares with gains of 1.5% and 1.2%, respectively, in October.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for December. Consensus estimate is for an 84 reading, compared with an 83 reading in November. The index peaked at 90 late last year, and home builders remain bullish on the housing market.\nThe Census Bureau reports on retail-sales spending for November. Expectations are for a seasonally adjusted 0.7% month-over-month increase in retail sales, compared with a 1.7% rise in October. Excluding autos, spending is seen rising 0.8%, compared with 1.7% in the previous period.\nThursday 12/16\nHeico,Lennar, Accenture, FedEx, Jabil, Adobe, Rivian Automotive, and Nordson are among companies hosting earnings conference calls.\nThe Census Bureaureleases its New Residential Construction report for November. The seasonally adjusted annual rate of housing starts is expected to be 1.563 million units, compared with 1.52 million in October. A housing start is counted when excavation begins on a home. Permits issued for new-home construction are expected to be 1.655 million, compared with 1.653 million in October.\nThe Bank of England announces its interest-rate decision and publishes the minutes of the meeting.\nThe Federal Reserve releases industrial production data for November. Economists are looking for a 0.6% rise, after a 1.6% increase in October. Capacity utilization is expected at 76.8, roughly in line with October’s 76.4%.\nFriday 12/17\nSteelcase,Darden Restaurants, and Quanex Building Products host earnings conference calls.","news_type":1,"symbols_score_info":{"HEI":0.9,"AVYA":0.9,"ADBE":0.9,"PHX":0.9,"FDX":0.9,".IXIC":0.9,"ACN":0.9,"CPB":0.9,"RIVN":0.9,"DRI":0.9,"LEN":0.9,".DJI":0.9,"JILL":0.9,"SCS":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604134992,"gmtCreate":1639358135997,"gmtModify":1639358137277,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Really lousy call by so call experts.","listText":"Really lousy call by so call experts.","text":"Really lousy call by so call experts.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604134992","repostId":"1163643980","repostType":4,"isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604994369,"gmtCreate":1639299911741,"gmtModify":1639299913006,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Still so many IPO. ","listText":"Still so many IPO. ","text":"Still so many IPO.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604994369","repostId":"1103250344","repostType":4,"repost":{"id":"1103250344","kind":"news","pubTimestamp":1639280672,"share":"https://www.laohunote.com/m/news/1103250344?lang=zh_CN&edition=full","pubTime":"2021-12-12 11:44","market":"sh","language":"en","title":"US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来:物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103250344","media":"renaissancecap...","summary":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to r","content":"<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静,三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>(物联网)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台,将企业的资产与物理运营连接起来,提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图,Samsara 在 2022 财年的 9 个月中,ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长,但非常无利可图,它通过批发、零售和DTC渠道销售葡萄酒,并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务,如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入,但在 2021 年 9 月毛利率为负,高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","source":"lsy1619493174116","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>US IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来:物联网解决方案、葡萄酒和卫星在 IPO 第三周</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\">\nUS IPO Week Ahead: IoT solutions, wine, and satellites in a 3 IPO week<blockquote>美国 IPO 周即将到来:物联网解决方案、葡萄酒和卫星在 IPO 第三周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">renaissancecap...</strong><span class=\"h-time small\">2021-12-12 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.</p><p><blockquote>预计未来一周IPO市场将保持相对平静,三次IPO计划筹集7.89亿美元。</blockquote></p><p> IoT solutions developer<b>Samsara</b>(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.</p><p><blockquote>物联网解决方案开发商<b>轮回</b>(物联网)计划以116亿美元的市值筹集7.53亿美元。这家“物联网”公司提供了一个基于云的平台,将企业的资产与物理运营连接起来,提高了运营效率以及资产和员工的生产力。快速增长但高度无利可图,Samsara 在 2022 财年的 9 个月中,ARR 超过 10 万美元的客户实现了两位数的增长。</blockquote></p><p> Wine brand<b>Fresh Vine Wine</b>(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.</p><p><blockquote>葡萄酒品牌<b>新鲜葡萄酒</b>(VINE) 计划以 1.16 亿美元的市值筹集 2100 万美元。这家名人创办的公司生产低碳水化合物、低热量的优质葡萄酒。Fresh Vine正在增长,但非常无利可图,它通过批发、零售和DTC渠道销售葡萄酒,并能够在所有50个州和波多黎各进行批发分销。</blockquote></p><p> Micro-cap satellite developer<b>Sidus Space</b>(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.</p><p><blockquote>微帽卫星显影剂<b>Sidus空间</b>(SIDU)计划以8100万美元的市值筹集1500万美元。该公司提供商业卫星服务,如设计、制造、发射和数据收集。Sidus Space 迄今为止已产生与航天相关的制造收入,但在 2021 年 9 月毛利率为负,高度无利可图。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ead80e54642569e2b7b368c8d50dc265\" tg-width=\"1409\" tg-height=\"457\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week\">renaissancecap...</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":{".SPX":"S&P 500 Index","IOT":"Samsara, Inc.",".DJI":"道琼斯","SIDU":"Sidus Space Inc.",".IXIC":"NASDAQ Composite"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/89474/US-IPO-Week-Ahead-IoT-solutions-wine-and-satellites-in-a-3-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103250344","content_text":"The IPO market is expected to stay relatively quiet in the week ahead with three IPOs scheduled to raise $789 million.\nIoT solutions developerSamsara(IOT) plans to raise $753 million at an $11.6 billion market cap. This \"internet-of-things\" company provides a cloud-based platform that connects the assets of businesses with physical operations, enhancing operational efficiency and asset and employee productivity. Fast growing but highly unprofitable, Samsara saw double-digit growth for customers with $100k+ ARR in the 9mo FY22.\nWine brandFresh Vine Wine(VINE) plans to raise $21 million at a $116 million market cap. This celebrity-founded company produces low carb, low calorie premium wines. Growing but highly unprofitable, Fresh Vine sells its wines through wholesale, retail, and DTC channels, and is able to conduct wholesale distribution in all 50 states and Puerto Rico.\nMicro-cap satellite developerSidus Space(SIDU) plans to raise $15 million at an $81 million market cap. This company provides commercial satellite services such as design, manufacture, launch, and data collection. Sidus Space has generated space-related manufacturing revenues to date, but is highly unprofitable with negative gross margin in the 9mo21.","news_type":1,"symbols_score_info":{"VINE":0,".SPX":0,".DJI":0,"IOT":0,".IXIC":0,"SIDU":0}},"isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605564610,"gmtCreate":1639193165738,"gmtModify":1639193166931,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Great. Go higher pls","listText":"Great. Go higher pls","text":"Great. Go higher pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605564610","repostId":"2190767366","repostType":4,"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605939192,"gmtCreate":1639099877090,"gmtModify":1639099878312,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575333960287526","idStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Expected to be high so can we resume the Market climb higher?","listText":"Expected to be high so can we resume the Market climb higher?","text":"Expected to be high so can we resume the Market climb higher?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605939192","repostId":"2190964556","repostType":4,"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":601356448,"gmtCreate":1638493705227,"gmtModify":1638493705757,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"We cannot be coop up forever anyway.","listText":"We cannot be coop up forever anyway.","text":"We cannot be coop up forever anyway.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/601356448","repostId":"2188510525","repostType":4,"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131890524,"gmtCreate":1621842909068,"gmtModify":1634186161201,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Like and comment pls. I'll do the same","listText":"Like and comment pls. I'll do the same","text":"Like and comment pls. I'll do the same","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/131890524","repostId":"2137827351","repostType":4,"isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832144749,"gmtCreate":1629601461981,"gmtModify":1633683831276,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Semi con needs heavy investment outlay for high output capacity to get to profitability. With the recent spate of investment, there's going to be a crash in 4-5 years when the new capacities comes online","listText":"Semi con needs heavy investment outlay for high output capacity to get to profitability. With the recent spate of investment, there's going to be a crash in 4-5 years when the new capacities comes online","text":"Semi con needs heavy investment outlay for high output capacity to get to profitability. With the recent spate of investment, there's going to be a crash in 4-5 years when the new capacities comes online","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/832144749","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":{"QCOM":"高通","SSNLF":"三星电子","NVDA":"英伟达","GOOG":"谷歌","ON":"安森美半导体","ASML":"阿斯麦","CDNS":"铿腾电子","TSM":"台积电","SOXX":"iShares费城交易所半导体ETF","AAPL":"苹果","GOOGL":"谷歌A","SNPS":"新思科技","AMZN":"亚马逊"},"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":{"CDNS":0.9,"NVDA":0.9,"AAPL":0.9,"ON":0.9,"QCOM":0.9,"SNPS":0.9,"SSNLF":0.9,"TSM":0.9,"AMZN":0.9,"SOXX":0.9,"GOOG":0.9,"ASML":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000161","authorId":"9000000000000161","name":"王无所不知","avatar":"https://static.tigerbbs.com/4ec8b377ac9ad32d941432c2e87c3f1b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000161","authorIdStr":"9000000000000161"},"content":"展开说说?我不理解为什么产能越多会崩溃?","text":"展开说说?我不理解为什么产能越多会崩溃?","html":"展开说说?我不理解为什么产能越多会崩溃?"},{"author":{"id":"9000000000000162","authorId":"9000000000000162","name":"山头的小猪","avatar":"https://static.tigerbbs.com/18a097dcd397020c367413ebbab699d7","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000162","authorIdStr":"9000000000000162"},"content":"新的产能指的是什么?自家的产能还是别人的?","text":"新的产能指的是什么?自家的产能还是别人的?","html":"新的产能指的是什么?自家的产能还是别人的?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185343372,"gmtCreate":1623634737696,"gmtModify":1631884710825,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Like this. Most consumers will prefer Qualcomm chips than mediatek etc","listText":"Like this. Most consumers will prefer Qualcomm chips than mediatek etc","text":"Like this. Most consumers will prefer Qualcomm chips than mediatek etc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/185343372","repostId":"2142078182","repostType":4,"isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119069818,"gmtCreate":1622509022534,"gmtModify":1634101005587,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Comment and like pls. Thanks","listText":"Comment and like pls. Thanks","text":"Comment and like pls. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/119069818","repostId":"1163643126","repostType":4,"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833535672,"gmtCreate":1629249210196,"gmtModify":1633686252750,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Bad news means good news... ","listText":"Bad news means good news... ","text":"Bad news means good news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/833535672","repostId":"2160880977","repostType":4,"isVote":1,"tweetType":1,"viewCount":782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181156568,"gmtCreate":1623380290654,"gmtModify":1634033965955,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Like and comment pls. Thanks","listText":"Like and comment pls. Thanks","text":"Like and comment pls. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/181156568","repostId":"1184070773","repostType":4,"isVote":1,"tweetType":1,"viewCount":556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":847544320,"gmtCreate":1636539516731,"gmtModify":1636539517249,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"Buy at dip. This stock is going to the moon! ","listText":"Buy at dip. This stock is going to the moon! ","text":"Buy at dip. This stock is going to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/847544320","repostId":"1129183594","repostType":4,"repost":{"id":"1129183594","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":1636538697,"share":"https://www.laohunote.com/m/news/1129183594?lang=zh_CN&edition=full","pubTime":"2021-11-10 18:04","market":"us","language":"en","title":"Tesla shares rose 2.08% in premarket trading as analysts said the stock price was the normal callback<blockquote>特斯拉股价在盘前交易中上涨2.08%,分析师称股价是正常回调</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129183594","media":"Tiger Newspress","summary":"Tesla shares rose 2.08% in premarket trading as analysts said the stock price was the normal callbac","content":"<p>Tesla shares rose 2.08% in premarket trading as analysts said the stock price was the normal callback.</p><p><blockquote>特斯拉股价在盘前交易中上涨 2.08%,分析师表示股价是正常回调。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58150a2a521a76f2ae2c9658f0908d88\" tg-width=\"880\" tg-height=\"610\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla shares rose 2.08% in premarket trading as analysts said the stock price was the normal callback<blockquote>特斯拉股价在盘前交易中上涨2.08%,分析师称股价是正常回调</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\">\nTesla shares rose 2.08% in premarket trading as analysts said the stock price was the normal callback<blockquote>特斯拉股价在盘前交易中上涨2.08%,分析师称股价是正常回调</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\">2021-11-10 18:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares rose 2.08% in premarket trading as analysts said the stock price was the normal callback.</p><p><blockquote>特斯拉股价在盘前交易中上涨 2.08%,分析师表示股价是正常回调。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/58150a2a521a76f2ae2c9658f0908d88\" tg-width=\"880\" tg-height=\"610\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129183594","content_text":"Tesla shares rose 2.08% in premarket trading as analysts said the stock price was the normal callback.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836010371,"gmtCreate":1629436329293,"gmtModify":1631883691189,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>在慢慢买这只股。肯定不会倒。","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>在慢慢买这只股。肯定不会倒。","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$在慢慢买这只股。肯定不会倒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/836010371","repostId":"838737292","repostType":1,"repost":{"id":838737292,"gmtCreate":1629428764813,"gmtModify":1781684088140,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【8月20日】又见红海一大片,今天抄底还是割肉?","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 8月20日讯,港股三大指数低开,恒指跌0.3%报25241点,国指跌0.24%报8894点,恒生科技指数跌0.38%报6020点。 盘面上,电信股强势,<a target=\"_blank\" href=\"https://laohu8.com/S/00762\">$中国联通(00762)$</a> 大幅高开5.6%,中电信涨1%;药品股、教育股、燃气股、物管股个别走强,<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01193\">$华润燃气(01193)$</a> 皆涨超3%;和小米初步洽谈股份出售,恒大概念股集体高开,<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a> 大涨9%;大型科网股继续弱势,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 低开2.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超1%;内房股、石油股、光伏股普","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 8月20日讯,港股三大指数低开,恒指跌0.3%报25241点,国指跌0.24%报8894点,恒生科技指数跌0.38%报6020点。 盘面上,电信股强势,<a target=\"_blank\" href=\"https://laohu8.com/S/00762\">$中国联通(00762)$</a> 大幅高开5.6%,中电信涨1%;药品股、教育股、燃气股、物管股个别走强,<a target=\"_blank\" href=\"https://laohu8.com/S/06169\">$宇华教育(06169)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06666\">$恒大物业(06666)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/01193\">$华润燃气(01193)$</a> 皆涨超3%;和小米初步洽谈股份出售,恒大概念股集体高开,<a target=\"_blank\" href=\"https://laohu8.com/S/00708\">$恒大汽车(00708)$</a> 大涨9%;大型科网股继续弱势,<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 低开2.5%,<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 跌超1%;内房股、石油股、光伏股普","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 8月20日讯,港股三大指数低开,恒指跌0.3%报25241点,国指跌0.24%报8894点,恒生科技指数跌0.38%报6020点。 盘面上,电信股强势,$中国联通(00762)$ 大幅高开5.6%,中电信涨1%;药品股、教育股、燃气股、物管股个别走强,$宇华教育(06169)$ 、$恒大物业(06666)$ 、$华润燃气(01193)$ 皆涨超3%;和小米初步洽谈股份出售,恒大概念股集体高开,$恒大汽车(00708)$ 大涨9%;大型科网股继续弱势,$阿里巴巴-SW(09988)$ 、$网易-S(09999)$ 低开2.5%,$美团-W(03690)$ 跌超1%;内房股、石油股、光伏股普","images":[{"img":"https://static.tigerbbs.com/26882c1ffbf5f56852496be8f69b0018","width":"389","height":"303"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838737292","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163441835,"gmtCreate":1623892159427,"gmtModify":1634026337828,"author":{"id":"3575333960287526","authorId":"3575333960287526","name":"WDnemo","avatar":"https://static.tigerbbs.com/2241a941fc1eb6cca28c7a714cba1571","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575333960287526","authorIdStr":"3575333960287526"},"themes":[],"title":"","htmlText":"At least FED acknowledged the inflation data.","listText":"At least FED acknowledged the inflation data.","text":"At least FED acknowledged the inflation data.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/163441835","repostId":"2144713861","repostType":4,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}