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Aldrin

Aldrin

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2021-05-14

Ok

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2021-06-21

Noted

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2021-06-18

Coool

Palantir: The Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>

2021-05-03

Nicee

Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>

2021-05-15

Well said

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2021-06-22

To the mooon

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2021-04-23

Ooooo

Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</blockquote>

2021-06-23

Cool

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2021-05-06

To the moon

U.S. SEC chair says reviewing short-selling, swap rules after GameStop, Archegos sagas<blockquote>美国证券交易委员会主席表示，在游戏驿站和Archegos传奇之后，将审查卖空和掉期规则</blockquote>

2021-06-17

Cooool

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09:58","market":"us","language":"en","title":"Palantir: The Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>  <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>  <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir经常因其高估值倍数、停滞的客户群和黯淡的利润率而受到批评。</li><li>但该公司实际上在客户增长、利润率扩张和赢得政府订单方面表现良好。</li><li>具有长期视野的投资者可能希望在潜在的价格调整时增持其股票。</li></ul><p class=\"t-img-caption\"><span>C·弗拉尼根/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p><p><blockquote>Palantir(PLTR)最近在各种投资论坛上因投机原因而受到严厉批评，例如其增长势头可能很快就会消失、其利润率状况如何拖累公司以及该股没有证明其溢价是合理的。但这家公司并没有那么糟糕。相反，这家数据分析公司在客户增长、政府订单赢得和利润率扩张等多个参数上表现良好，这对其多头投资者来说应该是一个令人鼓舞的迹象，并消除此类投机性看跌叙事。让我们仔细看看。</blockquote></p><p> <b>Rapid Customer Growth</b></p><p><blockquote><b>客户快速增长</b></blockquote></p><p> Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p><p><blockquote>自Palantir上市以来，看空者一直批评其定制功能。其平台涉及针对各种工作流程和客户需求的定制，因此看空者认为该公司在同时吸引多个客户方面面临困难，因此，它遇到了瓶颈，其增长势头可能会消失。虽然我尊重不同的意见，但事实是Palantir似乎并没有在客户添加方面遇到困难。</blockquote></p><p> The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p><p><blockquote>2021年第一季度，该公司的客户数量环比增长超过7%。我们在Business Quant的数据库显示，这一增长速度实际上高于软件应用和基础设施行业的其他一些知名公司报告的增长速度。这立即消除了Palantir因其定制功能而在扩大客户关系方面面临困难的说法，尽管它在这方面的表现优于同行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p><p><blockquote>我的读者不应该对该公司增加客户的速度感到惊讶。我在之前的文章中解释了该公司如何采取一系列措施来扩大客户群，例如采用客户友好的支付模式、增强销售功能以及为主要企业引入免费试用。这些举措是几个月前才宣布的，并将持续到2021财年的剩余时间，因此我预计Palantir在不久的将来也会继续快速增加客户。</blockquote></p><p> Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p><p><blockquote>话虽如此，不可否认的是，Palantir的客户群不如一些同行那么大，但这也是其增长机会所在。这表明Palantir尚未大规模渗透其目标市场，其较低的基数效应使该公司更容易继续高速扩大其客户群。</blockquote></p><p> There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p><p><blockquote>这里大致有四个要点，顺便说一句，空头似乎一次又一次地打折。这些是：</blockquote></p><p> <ul>  <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>  <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>  <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>  <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li> </ul> Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p><p><blockquote><ul><li>Palantir的目标市场尚未饱和，仍然可以轻松找到新客户，</li><li>这些新客户势必会在2021年以不同幅度提升公司的收入，具体取决于其合同价值，</li><li>如果这些是经常性合同，那么这将提高Palantir未来的收入预测和指导，</li><li>如果这些新客户最终增加支出，那么这也将增加Palantir未来的现金流。</li></ul>关于最后一个要点，值得注意的是，Palantir的前20名客户总体上在过去10年中每年都大幅增加了在该公司数据分析平台上的支出。这批新客户以及任何未来新增的客户也可能在随后几年经历这一支出扩张阶段，并在此过程中逐渐增加Palantir的收入。因此，我们必须对其快速的客户增长给予应有的重视，而不是掉以轻心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> <b>Margin Expansion</b></p><p><blockquote><b>利润扩张</b></blockquote></p><p> Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p><p><blockquote>评估Palantir增长前景的另一个问题是该公司尚未盈利。虽然一些人认为该股由于利润率疲弱而将保持低迷，但另一些人则认为该股可能会跌至个位数。鉴于该公司最近一个季度每股净亏损0.07美元，这种沮丧是可以理解的。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p><p><blockquote>但我想亲眼看看Palantir的利润率是否真的像许多人认为的那样无望。因此，我编制了在美国证券交易所上市的约90只软件基础设施股票的保证金概况。不可否认，该公司的净利润率是亏损的。但令人惊讶的是，Palantir实际上是同行中第一季度净利润增长率最高的公司之一。据我所知，Palantir业务的这一方面尚未在任何投资论坛上讨论过。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p><p><blockquote>该公司到目前为止可能尚未盈利，但这并不意味着它未来也将保持无利可图。如果其最近的利润率扩张步伐在未来几个季度继续下去，该公司可能会在未来2到3年内实现盈利，而不会牺牲其增长势头。所以，让我们给予应有的信任。专业分析师社区也认同这一想法，并预计Palantir的利润率状况未来将大幅改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：MarketScreener）</span></p></blockquote></p><p> Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p><p><blockquote>此外，由于现在涉及公众持股，其管理层可能会面临持续的压力，以实现惊人的收入增长率，和/或在不久的将来实现盈利，否则将面临被投票罢免的风险。这种压力可能没有直接上市前那么大，当时参与的股东较少。因此，总体而言，我不认为Palantir的利润率状况像许多人认为的那样毫无希望，我预计该公司将在2024年实现盈利。</blockquote></p><p> <b>Government Contract Wins</b></p><p><blockquote><b>赢得政府合同</b></blockquote></p><p> Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p><p><blockquote>展望未来，Palantir在获得政府合同方面做得非常好。考虑到广泛的资格标准、较长的周转时间和激烈的竞争，B2G合同通常很难赢得，但Palantir似乎已经找到了在政府业务方面取得成功的秘诀。对于外行人来说，第一季度其政府合同收入同比增长76%，约占公司总收入的61%。</blockquote></p><p> Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p><p><blockquote>除非公司在某个地方搞砸了，否则这些政府机构很可能会在内部推荐它用于各种应用。他们不必一次又一次地对Palantir进行资格认证，这些标准可能会迅速推动这些内部跨机构推荐，这些机构甚至可能会增加在现有合同上的支出。因此，Palantir只需要冲洗并重复其B2G（企业对政府）战略，其政府收入就可以继续快速增长。</blockquote></p><p> Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p><p><blockquote>到目前为止，Palantir在第二季度的政府业务方面也取得了稳步进展。其第二季度仍在进行中，但在撰写本文时，该公司从政府交易、协议和合同中承担了价值超过3600万美元的新当前行动义务，其中大部分尚未成为头条新闻。对于门外汉来说，新交易可能是对现有交易的补充，扩大了先前商定的可交付成果的范围，它可能是全新的，具有从几个月到几年的不同执行期和/或还具有附加的经常性收入流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p><p><blockquote>因此，虽然有几个变量阻止我们可靠地估计这些交易的近期收入影响，但Palantir的长期股东应该感到放心，他们的公司在发展政府业务方面继续取得稳步进展。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p><p><blockquote>Palantir的股价目前约为过去12个月销售额的43倍，不可否认，按照传统标准，这一数字很高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p><p><blockquote>然而，其丰厚的估值本身不应成为熊市论点的基础。Palantir的估值倍数可能很高，但从上图中可以看出，其第一季度的收入增长率也高于大多数同行。</blockquote></p><p> So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p><p><blockquote>因此，我认为该公司的快速收入增长（如上图所示）、本文讨论的定性增长催化剂以及相对安全的政府收入流证明了溢价是合理的。</blockquote></p><p></p><p> Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p><p><blockquote>考虑到这些因素，具有多年时间范围的投资者可能希望在潜在价格调整时增加对Palantir的投资。随着其增长催化剂最终实现以及公司接近盈利，该股可能会在未来2到3年内创下新高。祝你好运！</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>Palantir: The Untold Truth<blockquote>Palantir：不为人知的真相</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\">\nPalantir: The Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-18 09:58</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>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>  <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>  <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir经常因其高估值倍数、停滞的客户群和黯淡的利润率而受到批评。</li><li>但该公司实际上在客户增长、利润率扩张和赢得政府订单方面表现良好。</li><li>具有长期视野的投资者可能希望在潜在的价格调整时增持其股票。</li></ul><p class=\"t-img-caption\"><span>C·弗拉尼根/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p><p><blockquote>Palantir(PLTR)最近在各种投资论坛上因投机原因而受到严厉批评，例如其增长势头可能很快就会消失、其利润率状况如何拖累公司以及该股没有证明其溢价是合理的。但这家公司并没有那么糟糕。相反，这家数据分析公司在客户增长、政府订单赢得和利润率扩张等多个参数上表现良好，这对其多头投资者来说应该是一个令人鼓舞的迹象，并消除此类投机性看跌叙事。让我们仔细看看。</blockquote></p><p> <b>Rapid Customer Growth</b></p><p><blockquote><b>客户快速增长</b></blockquote></p><p> Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p><p><blockquote>自Palantir上市以来，看空者一直批评其定制功能。其平台涉及针对各种工作流程和客户需求的定制，因此看空者认为该公司在同时吸引多个客户方面面临困难，因此，它遇到了瓶颈，其增长势头可能会消失。虽然我尊重不同的意见，但事实是Palantir似乎并没有在客户添加方面遇到困难。</blockquote></p><p> The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p><p><blockquote>2021年第一季度，该公司的客户数量环比增长超过7%。我们在Business Quant的数据库显示，这一增长速度实际上高于软件应用和基础设施行业的其他一些知名公司报告的增长速度。这立即消除了Palantir因其定制功能而在扩大客户关系方面面临困难的说法，尽管它在这方面的表现优于同行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p><p><blockquote>我的读者不应该对该公司增加客户的速度感到惊讶。我在之前的文章中解释了该公司如何采取一系列措施来扩大客户群，例如采用客户友好的支付模式、增强销售功能以及为主要企业引入免费试用。这些举措是几个月前才宣布的，并将持续到2021财年的剩余时间，因此我预计Palantir在不久的将来也会继续快速增加客户。</blockquote></p><p> Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p><p><blockquote>话虽如此，不可否认的是，Palantir的客户群不如一些同行那么大，但这也是其增长机会所在。这表明Palantir尚未大规模渗透其目标市场，其较低的基数效应使该公司更容易继续高速扩大其客户群。</blockquote></p><p> There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p><p><blockquote>这里大致有四个要点，顺便说一句，空头似乎一次又一次地打折。这些是：</blockquote></p><p> <ul>  <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>  <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>  <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>  <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li> </ul> Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p><p><blockquote><ul><li>Palantir的目标市场尚未饱和，仍然可以轻松找到新客户，</li><li>这些新客户势必会在2021年以不同幅度提升公司的收入，具体取决于其合同价值，</li><li>如果这些是经常性合同，那么这将提高Palantir未来的收入预测和指导，</li><li>如果这些新客户最终增加支出，那么这也将增加Palantir未来的现金流。</li></ul>关于最后一个要点，值得注意的是，Palantir的前20名客户总体上在过去10年中每年都大幅增加了在该公司数据分析平台上的支出。这批新客户以及任何未来新增的客户也可能在随后几年经历这一支出扩张阶段，并在此过程中逐渐增加Palantir的收入。因此，我们必须对其快速的客户增长给予应有的重视，而不是掉以轻心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> <b>Margin Expansion</b></p><p><blockquote><b>利润扩张</b></blockquote></p><p> Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p><p><blockquote>评估Palantir增长前景的另一个问题是该公司尚未盈利。虽然一些人认为该股由于利润率疲弱而将保持低迷，但另一些人则认为该股可能会跌至个位数。鉴于该公司最近一个季度每股净亏损0.07美元，这种沮丧是可以理解的。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p><p><blockquote>但我想亲眼看看Palantir的利润率是否真的像许多人认为的那样无望。因此，我编制了在美国证券交易所上市的约90只软件基础设施股票的保证金概况。不可否认，该公司的净利润率是亏损的。但令人惊讶的是，Palantir实际上是同行中第一季度净利润增长率最高的公司之一。据我所知，Palantir业务的这一方面尚未在任何投资论坛上讨论过。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p><p><blockquote>该公司到目前为止可能尚未盈利，但这并不意味着它未来也将保持无利可图。如果其最近的利润率扩张步伐在未来几个季度继续下去，该公司可能会在未来2到3年内实现盈利，而不会牺牲其增长势头。所以，让我们给予应有的信任。专业分析师社区也认同这一想法，并预计Palantir的利润率状况未来将大幅改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：MarketScreener）</span></p></blockquote></p><p> Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p><p><blockquote>此外，由于现在涉及公众持股，其管理层可能会面临持续的压力，以实现惊人的收入增长率，和/或在不久的将来实现盈利，否则将面临被投票罢免的风险。这种压力可能没有直接上市前那么大，当时参与的股东较少。因此，总体而言，我不认为Palantir的利润率状况像许多人认为的那样毫无希望，我预计该公司将在2024年实现盈利。</blockquote></p><p> <b>Government Contract Wins</b></p><p><blockquote><b>赢得政府合同</b></blockquote></p><p> Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p><p><blockquote>展望未来，Palantir在获得政府合同方面做得非常好。考虑到广泛的资格标准、较长的周转时间和激烈的竞争，B2G合同通常很难赢得，但Palantir似乎已经找到了在政府业务方面取得成功的秘诀。对于外行人来说，第一季度其政府合同收入同比增长76%，约占公司总收入的61%。</blockquote></p><p> Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p><p><blockquote>除非公司在某个地方搞砸了，否则这些政府机构很可能会在内部推荐它用于各种应用。他们不必一次又一次地对Palantir进行资格认证，这些标准可能会迅速推动这些内部跨机构推荐，这些机构甚至可能会增加在现有合同上的支出。因此，Palantir只需要冲洗并重复其B2G（企业对政府）战略，其政府收入就可以继续快速增长。</blockquote></p><p> Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p><p><blockquote>到目前为止，Palantir在第二季度的政府业务方面也取得了稳步进展。其第二季度仍在进行中，但在撰写本文时，该公司从政府交易、协议和合同中承担了价值超过3600万美元的新当前行动义务，其中大部分尚未成为头条新闻。对于门外汉来说，新交易可能是对现有交易的补充，扩大了先前商定的可交付成果的范围，它可能是全新的，具有从几个月到几年的不同执行期和/或还具有附加的经常性收入流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p><p><blockquote>因此，虽然有几个变量阻止我们可靠地估计这些交易的近期收入影响，但Palantir的长期股东应该感到放心，他们的公司在发展政府业务方面继续取得稳步进展。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p><p><blockquote>Palantir的股价目前约为过去12个月销售额的43倍，不可否认，按照传统标准，这一数字很高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p><p><blockquote>然而，其丰厚的估值本身不应成为熊市论点的基础。Palantir的估值倍数可能很高，但从上图中可以看出，其第一季度的收入增长率也高于大多数同行。</blockquote></p><p> So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p><p><blockquote>因此，我认为该公司的快速收入增长（如上图所示）、本文讨论的定性增长催化剂以及相对安全的政府收入流证明了溢价是合理的。</blockquote></p><p></p><p> Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p><p><blockquote>考虑到这些因素，具有多年时间范围的投资者可能希望在潜在价格调整时增加对Palantir的投资。随着其增长催化剂最终实现以及公司接近盈利，该股可能会在未来2到3年内创下新高。祝你好运！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161650313,"gmtCreate":1623924057532,"gmtModify":1631889102610,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Cooool","listText":"Cooool","text":"Cooool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161650313","repostId":"2144748296","repostType":4,"isVote":1,"tweetType":1,"viewCount":3417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169657118,"gmtCreate":1623834598734,"gmtModify":1631889102616,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169657118","repostId":"1107989851","repostType":4,"repost":{"id":"1107989851","kind":"news","pubTimestamp":1623833866,"share":"https://www.laohu8.com/m/news/1107989851?lang=zh_CN&edition=full","pubTime":"2021-06-16 16:57","market":"us","language":"en","title":"Novavax COVID-19 Vaccine Could Become Available In India By September, Says Partner<blockquote>合作伙伴表示，Novavax COVID-19疫苗可能于9月在印度上市</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107989851","media":"benzinga","summary":"Novavax Inc COVID-19 vaccine, marketed as \"Covovax,\" could see a launch in India as early as Septemb","content":"<p><div> Novavax Inc COVID-19 vaccine, marketed as \"Covovax,\" could see a launch in India as early as September, Moneycontrol reportedon Wednesday. What Happened:Covovax trials have reached an advanced stage ...</p><p><blockquote><div>据Moneycontrol周三报道，Novavax Inc.的新冠肺炎疫苗以“Covovax”上市，最早可能于9月在印度上市。发生了什么：Covovax试验已进入后期阶段...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner\">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>Novavax COVID-19 Vaccine Could Become Available In India By September, Says Partner<blockquote>合作伙伴表示，Novavax COVID-19疫苗可能于9月在印度上市</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\">\nNovavax COVID-19 Vaccine Could Become Available In India By September, Says Partner<blockquote>合作伙伴表示，Novavax COVID-19疫苗可能于9月在印度上市</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-16 16:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Novavax Inc COVID-19 vaccine, marketed as \"Covovax,\" could see a launch in India as early as September, Moneycontrol reportedon Wednesday. What Happened:Covovax trials have reached an advanced stage ...</p><p><blockquote><div>据Moneycontrol周三报道，Novavax Inc.的新冠肺炎疫苗以“Covovax”上市，最早可能于9月在印度上市。发生了什么：Covovax试验已进入后期阶段...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner\">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/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner\">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":{"NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.benzinga.com/general/biotech/21/06/21581892/novavax-covid-19-vaccine-could-become-available-in-india-by-september-says-partner","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107989851","content_text":"Novavax Inc COVID-19 vaccine, marketed as \"Covovax,\" could see a launch in India as early as September, Moneycontrol reportedon Wednesday.\nWhat Happened:Covovax trials have reached an advanced stage of completion in India following which the U.S.-based vaccine maker’s India partner Serum Institute of India (SII) will launch the vaccine, the report said citing Adar Poonawalla, chief executive officer at SII.\nNovavax’s coronavirus vaccine trial in India is likely to conclude by November, however, the pharma company can apply for a license for the vaccine on the basis of global data, Poonawalla noted.\nThe U.S.-based biotechnology firm had earlier this week said that its COVID-19vaccine demonstratedover 90.4% efficacy. The study enrolled 29,960 participants.\nNovavax is also planning to start clinical trials of Covovax for children in July, the report added. Novavax and SII had in September partnered for the former's COVID-19 vaccine candidate NVX-CoV2373.\nAstraZeneca Inc's vaccine, marketed as \"Covishied\" in the country, is currently being widely administered as part of the vaccination drive in India, alongside locally produced Covaxin and Russia's Sputnik V.\nOcugen Inc. is the U.S. partner for Covaxin.\nPrice Action:Novavax shares closed 9.94% at $187.07 on Tuesday and were down 0.68% in extended hours.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187454086,"gmtCreate":1623762992545,"gmtModify":1631889102615,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Oooo","listText":"Oooo","text":"Oooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187454086","repostId":"1128180606","repostType":4,"isVote":1,"tweetType":1,"viewCount":1883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":138148520,"gmtCreate":1621920604460,"gmtModify":1631889102621,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Well 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the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105318732","repostId":"1166400085","repostType":4,"repost":{"id":"1166400085","kind":"news","pubTimestamp":1620266265,"share":"https://www.laohu8.com/m/news/1166400085?lang=zh_CN&edition=full","pubTime":"2021-05-06 09:57","market":"us","language":"en","title":"U.S. SEC chair says reviewing short-selling, swap rules after GameStop, Archegos sagas<blockquote>美国证券交易委员会主席表示，在游戏驿站和Archegos传奇之后，将审查卖空和掉期规则</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166400085","media":"Reuters","summary":"The U.S. securities regulator is considering measures to require big investors to disclose more abou","content":"<p>The U.S. securities regulator is considering measures to require big investors to disclose more about short positions, or bets that stocks will fall, use of derivatives to bet on other stock moves and to protect small investors from trading apps that use features common to video games in order to boost risky trading activity.</p><p><blockquote>美国证券监管机构正在考虑采取措施，要求大投资者披露更多有关空头头寸或押注股票下跌、使用衍生品押注其他股票走势的信息，并保护小投资者免受使用视频游戏常见功能的交易应用程序的影响。以促进高风险交易活动。</blockquote></p><p>The review of rules by the Securities and Exchange Commission (SEC) was prompted by January's GameStop(GME.N)saga and the meltdown of Archegos Capital, its new chair plans to tell lawmakers.</p><p><blockquote>美国证券交易委员会(SEC)对规则的审查是由1月份的游戏驿站(GME.N)事件和Archegos Capital的崩溃引发的，其新任主席计划告诉立法者。</blockquote></p><p>Gary Gensler, sworn in last month as chair of the top markets watchdog, will testify before the House of Representatives Financial Services Committee on Thursday.</p><p><blockquote>上个月宣誓就任顶级市场监管机构主席的加里·詹斯勒(Gary Gensler)将于周四在众议院金融服务委员会作证。</blockquote></p><p>Democrats are pressuring him to take a tough stance on Wall Street after Gamestop’s fierce rally in January, fed by bullish posts on Reddit, and the March implosion of New Yorkinvestment fund Archegos.</p><p><blockquote>在游戏驿站(Elon Musk)1月份在Reddit上的看涨帖子的推动下大幅上涨以及纽约投资基金Archegos 3月份内爆后，民主党人正在向他施压，要求他对华尔街采取强硬立场。</blockquote></p><p>\"Whenever there are major market events, it's a good idea to consider what risks they might have placed on the entire financial system,\" Gensler will tell lawmakers, according to prepared testimony published by the committee on Wednesday.</p><p><blockquote>根据委员会周三公布的准备好的证词，詹斯勒将告诉立法者：“每当发生重大市场事件时，最好考虑一下它们可能给整个金融体系带来的风险。”</blockquote></p><p>SEC staff are working on potential measures, Gensler will say, including greater disclosure of \"short-selling,\" a strategy hedge funds and other big investors use to bet a stock will fall; increasing transparency around securities lending, which underpins short-selling; and new reporting rules for the \"total return\" equity swaps that felled Archegos, a family office.</p><p><blockquote>詹斯勒表示，美国证券交易委员会工作人员正在研究潜在的措施，包括更多地披露“卖空”，这是对冲基金和其他大型投资者用来押注股票下跌的策略；提高证券借贷的透明度，这是卖空的基础；以及导致家族办公室Archegos倒闭的“总回报”股权互换的新报告规则。</blockquote></p><p>In addition, Gensler has asked staff to draft a request for public input into how trading apps entice retail customers using game-like features such as points, rewards, bonuses, and competitions, according to his testimony.</p><p><blockquote>此外，根据詹斯勒的证词，他已要求工作人员起草一份请求，征求公众意见，了解交易应用程序如何使用积分、奖励、奖金和竞赛等类似游戏的功能来吸引零售客户。</blockquote></p><p>\"We need to ensure investors using apps with these types of features continue to be appropriately protected,\" he will say.</p><p><blockquote>“我们需要确保使用具有此类功能的应用程序的投资者继续得到适当的保护，”他将说。</blockquote></p><p>Gensler did not elaborate on the timing for any potential regulatory proposals, which typically must go through a lengthy rule-making process including public feedback.</p><p><blockquote>詹斯勒没有详细说明任何潜在监管提案的时间，这些提案通常必须经过漫长的规则制定过程，包括公众反馈。</blockquote></p><p>Shares of GameStop soared in January after retail investors congregating on Reddit and trading on low-cost brokerage platforms bought shares in the video game retailer, causing big losses for hedge funds that had shorted the stock.</p><p><blockquote>游戏驿站股价一月份飙升，此前散户投资者聚集在Reddit上并在低成本经纪平台上进行交易，购买了这家视频游戏零售商的股票，给做空该股的对冲基金造成了巨大损失。</blockquote></p><p>That episode was followed in March by the collapse of Archegos, whose soured media stock bets left the fund and banks that financed its trades nursing roughly $10 billion in losses.</p><p><blockquote>这一事件之后，Archegos在3月份倒闭，该公司对媒体股票的押注失败，导致该基金和为其交易提供资金的银行遭受了约100亿美元的损失。</blockquote></p><p>\"The professional investor community on Wall Street and Reddit rebellion of retail investors at home will be carefully listening to what the SEC chairman has to say about his thinking on how these financial activities are regulated,\" said Dennis Kelleher, chief executive of Washington-based Better Markets.</p><p><blockquote>华盛顿首席执行官丹尼斯·凯莱赫(Dennis Kelleher)表示：“华尔街的专业投资者群体和Reddit上国内散户投资者的反叛将仔细倾听美国证券交易委员会主席对如何监管这些金融活动的看法。”更好的市场。</blockquote></p><p>As volatility soared in January, retail broker Robinhood curbed buying in GameStop and other stocks because it could not provide the cash its clearinghouse, the Depository Trust &amp; Clearing Corp (DTCC), required to guarantee those trades during the two days it takes them to settle.</p><p><blockquote>随着1月份波动性飙升，零售经纪商Robinhood限制了游戏驿站和其他股票的购买，因为它无法提供其清算所Depository Trust&amp;Clearing Corp(DTCC)所需的现金，以在交易结束的两天内为这些交易提供担保。</blockquote></p><p>Gensler has directed SEC staff to draft a proposal on expediting the settlement process to reduce system risks, according to his testimony.</p><p><blockquote>根据Gensler的证词，他已指示SEC工作人员起草一份关于加快结算流程以降低系统风险的提案。</blockquote></p><p>The heads of the DTCC and the Financial Industry Regulatory Authority, which oversees brokers, will testify alongside Gensler.</p><p><blockquote>DTCC和负责监管经纪人的金融业监管局的负责人将与Gensler一起作证。</blockquote></p><p>Gensler’s promises to Congress spell disruption for Wall Street. The SEC is also cracking down on special purpose acquisition company or“SPAC” mergers, and drafting new climate change risk disclosure rules, issues Gensler is also likely to be grilled on.</p><p><blockquote>詹斯勒对国会的承诺意味着华尔街的混乱。SEC还在打击特殊目的收购公司或“SPAC”合并，并起草新的气候变化风险披露规则，Gensler也可能受到盘问。</blockquote></p><p>“We wouldn’t be surprised to see members use the opportunity to press their interest for and against climate change regulatory changes, for revisions to family office rules, and more,” said Ty Gellasch, head of Washington-based Healthy Markets.</p><p><blockquote>总部位于华盛顿的Healthy Markets主管泰·盖拉施(Ty Gellasch)表示：“如果会员利用这个机会表达他们对气候变化监管变革、修改家族理财室规则等的兴趣，我们不会感到惊讶。”</blockquote></p><p>“They could fill seven hearings with Chair Gensler’s to-do list.”</p><p><blockquote>“他们可以用詹斯勒主席的待办事项清单填满七场听证会。”</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>U.S. SEC chair says reviewing short-selling, swap rules after GameStop, Archegos sagas<blockquote>美国证券交易委员会主席表示，在游戏驿站和Archegos传奇之后，将审查卖空和掉期规则</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. SEC chair says reviewing short-selling, swap rules after GameStop, Archegos sagas<blockquote>美国证券交易委员会主席表示，在游戏驿站和Archegos传奇之后，将审查卖空和掉期规则</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-05-06 09:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The U.S. securities regulator is considering measures to require big investors to disclose more about short positions, or bets that stocks will fall, use of derivatives to bet on other stock moves and to protect small investors from trading apps that use features common to video games in order to boost risky trading activity.</p><p><blockquote>美国证券监管机构正在考虑采取措施，要求大投资者披露更多有关空头头寸或押注股票下跌、使用衍生品押注其他股票走势的信息，并保护小投资者免受使用视频游戏常见功能的交易应用程序的影响。以促进高风险交易活动。</blockquote></p><p>The review of rules by the Securities and Exchange Commission (SEC) was prompted by January's GameStop(GME.N)saga and the meltdown of Archegos Capital, its new chair plans to tell lawmakers.</p><p><blockquote>美国证券交易委员会(SEC)对规则的审查是由1月份的游戏驿站(GME.N)事件和Archegos Capital的崩溃引发的，其新任主席计划告诉立法者。</blockquote></p><p>Gary Gensler, sworn in last month as chair of the top markets watchdog, will testify before the House of Representatives Financial Services Committee on Thursday.</p><p><blockquote>上个月宣誓就任顶级市场监管机构主席的加里·詹斯勒(Gary Gensler)将于周四在众议院金融服务委员会作证。</blockquote></p><p>Democrats are pressuring him to take a tough stance on Wall Street after Gamestop’s fierce rally in January, fed by bullish posts on Reddit, and the March implosion of New Yorkinvestment fund Archegos.</p><p><blockquote>在游戏驿站(Elon Musk)1月份在Reddit上的看涨帖子的推动下大幅上涨以及纽约投资基金Archegos 3月份内爆后，民主党人正在向他施压，要求他对华尔街采取强硬立场。</blockquote></p><p>\"Whenever there are major market events, it's a good idea to consider what risks they might have placed on the entire financial system,\" Gensler will tell lawmakers, according to prepared testimony published by the committee on Wednesday.</p><p><blockquote>根据委员会周三公布的准备好的证词，詹斯勒将告诉立法者：“每当发生重大市场事件时，最好考虑一下它们可能给整个金融体系带来的风险。”</blockquote></p><p>SEC staff are working on potential measures, Gensler will say, including greater disclosure of \"short-selling,\" a strategy hedge funds and other big investors use to bet a stock will fall; increasing transparency around securities lending, which underpins short-selling; and new reporting rules for the \"total return\" equity swaps that felled Archegos, a family office.</p><p><blockquote>詹斯勒表示，美国证券交易委员会工作人员正在研究潜在的措施，包括更多地披露“卖空”，这是对冲基金和其他大型投资者用来押注股票下跌的策略；提高证券借贷的透明度，这是卖空的基础；以及导致家族办公室Archegos倒闭的“总回报”股权互换的新报告规则。</blockquote></p><p>In addition, Gensler has asked staff to draft a request for public input into how trading apps entice retail customers using game-like features such as points, rewards, bonuses, and competitions, according to his testimony.</p><p><blockquote>此外，根据詹斯勒的证词，他已要求工作人员起草一份请求，征求公众意见，了解交易应用程序如何使用积分、奖励、奖金和竞赛等类似游戏的功能来吸引零售客户。</blockquote></p><p>\"We need to ensure investors using apps with these types of features continue to be appropriately protected,\" he will say.</p><p><blockquote>“我们需要确保使用具有此类功能的应用程序的投资者继续得到适当的保护，”他将说。</blockquote></p><p>Gensler did not elaborate on the timing for any potential regulatory proposals, which typically must go through a lengthy rule-making process including public feedback.</p><p><blockquote>詹斯勒没有详细说明任何潜在监管提案的时间，这些提案通常必须经过漫长的规则制定过程，包括公众反馈。</blockquote></p><p>Shares of GameStop soared in January after retail investors congregating on Reddit and trading on low-cost brokerage platforms bought shares in the video game retailer, causing big losses for hedge funds that had shorted the stock.</p><p><blockquote>游戏驿站股价一月份飙升，此前散户投资者聚集在Reddit上并在低成本经纪平台上进行交易，购买了这家视频游戏零售商的股票，给做空该股的对冲基金造成了巨大损失。</blockquote></p><p>That episode was followed in March by the collapse of Archegos, whose soured media stock bets left the fund and banks that financed its trades nursing roughly $10 billion in losses.</p><p><blockquote>这一事件之后，Archegos在3月份倒闭，该公司对媒体股票的押注失败，导致该基金和为其交易提供资金的银行遭受了约100亿美元的损失。</blockquote></p><p>\"The professional investor community on Wall Street and Reddit rebellion of retail investors at home will be carefully listening to what the SEC chairman has to say about his thinking on how these financial activities are regulated,\" said Dennis Kelleher, chief executive of Washington-based Better Markets.</p><p><blockquote>华盛顿首席执行官丹尼斯·凯莱赫(Dennis Kelleher)表示：“华尔街的专业投资者群体和Reddit上国内散户投资者的反叛将仔细倾听美国证券交易委员会主席对如何监管这些金融活动的看法。”更好的市场。</blockquote></p><p>As volatility soared in January, retail broker Robinhood curbed buying in GameStop and other stocks because it could not provide the cash its clearinghouse, the Depository Trust &amp; Clearing Corp (DTCC), required to guarantee those trades during the two days it takes them to settle.</p><p><blockquote>随着1月份波动性飙升，零售经纪商Robinhood限制了游戏驿站和其他股票的购买，因为它无法提供其清算所Depository Trust&amp;Clearing Corp(DTCC)所需的现金，以在交易结束的两天内为这些交易提供担保。</blockquote></p><p>Gensler has directed SEC staff to draft a proposal on expediting the settlement process to reduce system risks, according to his testimony.</p><p><blockquote>根据Gensler的证词，他已指示SEC工作人员起草一份关于加快结算流程以降低系统风险的提案。</blockquote></p><p>The heads of the DTCC and the Financial Industry Regulatory Authority, which oversees brokers, will testify alongside Gensler.</p><p><blockquote>DTCC和负责监管经纪人的金融业监管局的负责人将与Gensler一起作证。</blockquote></p><p>Gensler’s promises to Congress spell disruption for Wall Street. The SEC is also cracking down on special purpose acquisition company or“SPAC” mergers, and drafting new climate change risk disclosure rules, issues Gensler is also likely to be grilled on.</p><p><blockquote>詹斯勒对国会的承诺意味着华尔街的混乱。SEC还在打击特殊目的收购公司或“SPAC”合并，并起草新的气候变化风险披露规则，Gensler也可能受到盘问。</blockquote></p><p>“We wouldn’t be surprised to see members use the opportunity to press their interest for and against climate change regulatory changes, for revisions to family office rules, and more,” said Ty Gellasch, head of Washington-based Healthy Markets.</p><p><blockquote>总部位于华盛顿的Healthy Markets主管泰·盖拉施(Ty Gellasch)表示：“如果会员利用这个机会表达他们对气候变化监管变革、修改家族理财室规则等的兴趣，我们不会感到惊讶。”</blockquote></p><p>“They could fill seven hearings with Chair Gensler’s to-do list.”</p><p><blockquote>“他们可以用詹斯勒主席的待办事项清单填满七场听证会。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/us-sec-chief-plans-scrutinize-short-sellers-rein-gamification-following-gamestop-2021-05-05/\">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":"https://static.tigerbbs.com/39a199af535042dfebd27ef56f398707","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.reuters.com/business/us-sec-chief-plans-scrutinize-short-sellers-rein-gamification-following-gamestop-2021-05-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166400085","content_text":"The U.S. securities regulator is considering measures to require big investors to disclose more about short positions, or bets that stocks will fall, use of derivatives to bet on other stock moves and to protect small investors from trading apps that use features common to video games in order to boost risky trading activity.The review of rules by the Securities and Exchange Commission (SEC) was prompted by January's GameStop(GME.N)saga and the meltdown of Archegos Capital, its new chair plans to tell lawmakers.Gary Gensler, sworn in last month as chair of the top markets watchdog, will testify before the House of Representatives Financial Services Committee on Thursday.Democrats are pressuring him to take a tough stance on Wall Street after Gamestop’s fierce rally in January, fed by bullish posts on Reddit, and the March implosion of New Yorkinvestment fund Archegos.\"Whenever there are major market events, it's a good idea to consider what risks they might have placed on the entire financial system,\" Gensler will tell lawmakers, according to prepared testimony published by the committee on Wednesday.SEC staff are working on potential measures, Gensler will say, including greater disclosure of \"short-selling,\" a strategy hedge funds and other big investors use to bet a stock will fall; increasing transparency around securities lending, which underpins short-selling; and new reporting rules for the \"total return\" equity swaps that felled Archegos, a family office.In addition, Gensler has asked staff to draft a request for public input into how trading apps entice retail customers using game-like features such as points, rewards, bonuses, and competitions, according to his testimony.\"We need to ensure investors using apps with these types of features continue to be appropriately protected,\" he will say.Gensler did not elaborate on the timing for any potential regulatory proposals, which typically must go through a lengthy rule-making process including public feedback.Shares of GameStop soared in January after retail investors congregating on Reddit and trading on low-cost brokerage platforms bought shares in the video game retailer, causing big losses for hedge funds that had shorted the stock.That episode was followed in March by the collapse of Archegos, whose soured media stock bets left the fund and banks that financed its trades nursing roughly $10 billion in losses.\"The professional investor community on Wall Street and Reddit rebellion of retail investors at home will be carefully listening to what the SEC chairman has to say about his thinking on how these financial activities are regulated,\" said Dennis Kelleher, chief executive of Washington-based Better Markets.As volatility soared in January, retail broker Robinhood curbed buying in GameStop and other stocks because it could not provide the cash its clearinghouse, the Depository Trust & Clearing Corp (DTCC), required to guarantee those trades during the two days it takes them to settle.Gensler has directed SEC staff to draft a proposal on expediting the settlement process to reduce system risks, according to his testimony.The heads of the DTCC and the Financial Industry Regulatory Authority, which oversees brokers, will testify alongside Gensler.Gensler’s promises to Congress spell disruption for Wall Street. The SEC is also cracking down on special purpose acquisition company or“SPAC” mergers, and drafting new climate change risk disclosure rules, issues Gensler is also likely to be grilled on.“We wouldn’t be surprised to see members use the opportunity to press their interest for and against climate change regulatory changes, for revisions to family office rules, and more,” said Ty Gellasch, head of Washington-based Healthy Markets.“They could fill seven hearings with Chair Gensler’s to-do list.”","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":102654005,"gmtCreate":1620211102107,"gmtModify":1631889102638,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Gg","listText":"Gg","text":"Gg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/102654005","repostId":"1115203133","repostType":4,"repost":{"id":"1115203133","kind":"news","pubTimestamp":1620178775,"share":"https://www.laohu8.com/m/news/1115203133?lang=zh_CN&edition=full","pubTime":"2021-05-05 09:39","market":"us","language":"en","title":"Why is dogecoin’s price spiking? The crypto has surged 11,000% in 2021<blockquote>狗狗币价格为何飙升？2021年加密货币飙升11,000%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115203133","media":"Market Wacth","summary":"Every dog has its day…but a whole year?Indeed, dogecoin, the meme cryptocurrency linked to an image ","content":"<p>Every dog has its day…but a whole year?</p><p><blockquote>每只狗都有它的一天…但是一整年呢？</blockquote></p><p>Indeed, dogecoin, the meme cryptocurrency linked to an image of a Shiba Inu dog, has been enjoying one of the best years for cryptocurrency in recent memory, boasting year-to-date gains of more than 11,000% and putting it in the top 10 of the most highly valued digital assets this year.</p><p><blockquote>事实上，狗狗币（与柴犬图像相关的模因加密货币）一直是近年来加密货币最好的一年，今年迄今的涨幅超过11,000%，并跻身前10名今年最有价值的数字资产。</blockquote></p><p>At last check, dogecoinDOGEUSD,+8.26%was changing hands at 54 cents, up more than 23% in the past 24 hours and up around 11,210% so far in 2021, according to CoinDesk.</p><p><blockquote>根据CoinDesk的数据，根据上次检查，dogecoinDOGEUSD,+8.26%的易手价格为54美分，过去24小时内上涨了23%以上，2021年迄今为止上涨了约11,210%。</blockquote></p><p>That parabolic rise is drawing both applause and apprehension as its supporters aim to drive the parody coin to a value near $1, with critics warning that the asset bears all the hallmarks of an asset bubble that is bound to pop and leave carnage in its wake.</p><p><blockquote>这种抛物线式上涨既引起了掌声，也引起了担忧，因为其支持者的目标是将这枚模仿硬币的价值推至接近1美元，批评者警告说，该资产具有资产泡沫的所有特征，资产泡沫必然会破裂并留下大屠杀。</blockquote></p><p>Only, don’t tell that to those cheerleading the crypto, or risk being met with this common refrain: “enjoy being poor.”<img src=\"https://static.tigerbbs.com/7c7201d3eb982c0d5d636bf8ff4a1ca7\" tg-width=\"505\" tg-height=\"367\" referrerpolicy=\"no-referrer\">So why is dogecoin, pronounced “dōj-coin,”&nbsp;on such a monumental tear that has outstripped crypto considered more serious representatives of the age of digital assets and blockchain? Here are a few reasons:</p><p><blockquote>只是，不要告诉那些为加密货币欢呼的人，否则就有可能遇到这种常见的重复：“享受贫穷。”那么，为什么狗狗币（发音为“dōj-coin”）会遭受如此巨大的损失，以至于超过了被认为是数字资产和区块链时代更严肃代表的加密货币？以下是一些原因：</blockquote></p><p>Its biggest booster set to guest host ‘SNL’</p><p><blockquote>其最大的助推器将是客座主持人“SNL”</blockquote></p><p>Elon Musk, CEO of Tesla Inc. and SpaceX, will host “Saturday Night Live” this weekend, which has already drawn&nbsp;cheers and jeers&nbsp;for the technologist. He has become one of the most prominent and vocal champions of dogecoin this year and some speculate that he could do something to promote doge.</p><p><blockquote>特斯拉公司和SpaceX的首席执行官Elon Musk将于本周末主持“周六夜现场”，这已经为这位技术专家赢得了欢呼和嘲笑。他已经成为今年dogecoin最著名和最直言不讳的拥护者之一，一些人猜测他可以做些什么来推广doge。</blockquote></p><p>Musk did refer to himself as the “dogefather” in one recent tweet ahead of his “Saturday Night Live” gig.</p><p><blockquote>马斯克在《周六夜现场》演出前的一条推文中确实称自己为“狗爸爸”。</blockquote></p><p><img src=\"https://static.tigerbbs.com/54a1a1602240507ad985c5efcb2571f5\" tg-width=\"501\" tg-height=\"177\" referrerpolicy=\"no-referrer\">Brokerages trade dogecoin</p><p><blockquote>券商交易狗狗币</blockquote></p><p>A number of new venues have announced that they will trade dogecoin on their exchanges in recent days and weeks.</p><p><blockquote>一些新的场所已经宣布，他们将在最近几天和几周内在他们的交易所交易狗狗币。</blockquote></p><p>Crypto exchange Geminion Tuesdayannounced trading and custody support for the coin. Trading platform&nbsp;eToro also made dogecoin&nbsp;available for trading on its platform.Webullallowed its users to purchase dogecoin back on April 20.</p><p><blockquote>加密货币交易所Geminion周二宣布支持该硬币的交易和托管。交易平台eToro也在其平台上提供狗狗币交易。Webull于4月20日允许其用户重新购买狗狗币。</blockquote></p><p>FOMO</p><p><blockquote>FOMO</blockquote></p><p>Fear of missing out also is said to be behind the surge. Some crypto participants speculate that the rise in dogecoin is being supported by retail traders who see the parody coin as more accessible investment (or trade) than, say, bitcoinBTCUSD,-0.16%,which was changing hands at $54,000, at last check on CoinDesk.</p><p><blockquote>据说，对错过的恐惧也是激增的原因。一些加密货币参与者推测，狗狗币的上涨得到了散户交易者的支持，他们认为这种模仿币比比特币BTCUSD(-0.16%)更容易获得投资（或交易），比特币BTCUSD(-0.16%)在CoinDesk上最后一次检查时易手价格为54,000美元。</blockquote></p><p>“Dogecoin&nbsp;is surging because many cryptocurrency traders do not want to miss out on any buzz that stems from Elon Musk’s hosting of ‘Saturday Night Live,’” wrote Edward Moya, senior market analyst at Oanda, in a daily note.</p><p><blockquote>Oanda高级市场分析师爱德华·莫亚(Edward Moya)在每日报告中写道：“狗狗币正在飙升，因为许多加密货币交易者不想错过埃隆·马斯克(Elon Musk)主持《周六夜现场》(Saturday Night Live)引发的任何轰动。”</blockquote></p><p>Gains in traditional assets also might seem more pedestrian. By comparison, gold futuresGC00,0.17%are down 6% so far this year, the Dow Jones Industrial AverageDJIA,+0.06%and the S&amp;P 500 indexSPX,-0.67%are up by at least 10% in 2021, while the Nasdaq Composite IndexCOMP,-1.88%has gained over 5%.</p><p><blockquote>传统资产的收益也可能看起来更加平淡无奇。相比之下，黄金期货GC00, 0.17%今年迄今已下跌6%，道琼斯工业平均指数DJIA,+0.06%和标普500指数SPX,-0.67%在2021年至少上涨10%，而纳斯达克综合指数COMP,-1.88%涨幅超过5%。</blockquote></p><p>Accessibility</p><p><blockquote>可访问性</blockquote></p><p>Konstantin Boyko-Romanovsky, CEO of&nbsp;Allnodes, via an emailed message, said he viewed support from Musk and fellow billionaire Mark Cuban as central to the bull thesis for dogecoin, but also said that some may perceive the crypto as more accessible compared against bitcoin, which hit a recent peak above $60,000 before cooling.</p><p><blockquote>Allnodes首席执行官康斯坦丁·博伊科-罗曼诺夫斯基(Konstantin Boyko-Romanovsky)通过电子邮件表示，他认为马斯克和亿万富翁马克·库班(Mark Cuban)的支持是狗狗币牛市论点的核心，但也表示，有些人可能认为与比特币相比，这种加密货币更容易使用，最近在冷却之前触及60,000美元以上的峰值。</blockquote></p><p>“It appeals more to the general public because it costs so little. $60,000 for a single bitcoin may be intimidating to some. In a way, doge then is more like a USD but in a digital form,” he wrote.</p><p><blockquote>“它对公众更有吸引力，因为它的成本很低。一张比特币6万美元可能会让一些人感到害怕。在某种程度上，doge更像是一种美元，但以数字形式，”他写道。</blockquote></p><p>Bubbles &amp; manias</p><p><blockquote>泡沫与狂热</blockquote></p><p>Moya wrote that the dogecoin bubble should have “popped by now, but institutional interest is trying to take advantage of this momentum and that could support another push higher.”</p><p><blockquote>莫亚写道，狗狗币泡沫“现在应该已经破裂，但机构兴趣正试图利用这一势头，这可能会支持进一步推高。”</blockquote></p><p>Many skeptics warn that dogecoin could leave a lot of newbie investors hemorrhaging losses if they wade into the asset imprudently.</p><p><blockquote>许多怀疑论者警告说，如果狗狗币不谨慎地涉足该资产，可能会给许多新手投资者带来巨大损失。</blockquote></p><p></p>","source":"lsy1604288433698","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>Why is dogecoin’s price spiking? The crypto has surged 11,000% in 2021<blockquote>狗狗币价格为何飙升？2021年加密货币飙升11,000%</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\">\nWhy is dogecoin’s price spiking? The crypto has surged 11,000% in 2021<blockquote>狗狗币价格为何飙升？2021年加密货币飙升11,000%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-05-05 09:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Every dog has its day…but a whole year?</p><p><blockquote>每只狗都有它的一天…但是一整年呢？</blockquote></p><p>Indeed, dogecoin, the meme cryptocurrency linked to an image of a Shiba Inu dog, has been enjoying one of the best years for cryptocurrency in recent memory, boasting year-to-date gains of more than 11,000% and putting it in the top 10 of the most highly valued digital assets this year.</p><p><blockquote>事实上，狗狗币（与柴犬图像相关的模因加密货币）一直是近年来加密货币最好的一年，今年迄今的涨幅超过11,000%，并跻身前10名今年最有价值的数字资产。</blockquote></p><p>At last check, dogecoinDOGEUSD,+8.26%was changing hands at 54 cents, up more than 23% in the past 24 hours and up around 11,210% so far in 2021, according to CoinDesk.</p><p><blockquote>根据CoinDesk的数据，根据上次检查，dogecoinDOGEUSD,+8.26%的易手价格为54美分，过去24小时内上涨了23%以上，2021年迄今为止上涨了约11,210%。</blockquote></p><p>That parabolic rise is drawing both applause and apprehension as its supporters aim to drive the parody coin to a value near $1, with critics warning that the asset bears all the hallmarks of an asset bubble that is bound to pop and leave carnage in its wake.</p><p><blockquote>这种抛物线式上涨既引起了掌声，也引起了担忧，因为其支持者的目标是将这枚模仿硬币的价值推至接近1美元，批评者警告说，该资产具有资产泡沫的所有特征，资产泡沫必然会破裂并留下大屠杀。</blockquote></p><p>Only, don’t tell that to those cheerleading the crypto, or risk being met with this common refrain: “enjoy being poor.”<img src=\"https://static.tigerbbs.com/7c7201d3eb982c0d5d636bf8ff4a1ca7\" tg-width=\"505\" tg-height=\"367\" referrerpolicy=\"no-referrer\">So why is dogecoin, pronounced “dōj-coin,”&nbsp;on such a monumental tear that has outstripped crypto considered more serious representatives of the age of digital assets and blockchain? Here are a few reasons:</p><p><blockquote>只是，不要告诉那些为加密货币欢呼的人，否则就有可能遇到这种常见的重复：“享受贫穷。”那么，为什么狗狗币（发音为“dōj-coin”）会遭受如此巨大的损失，以至于超过了被认为是数字资产和区块链时代更严肃代表的加密货币？以下是一些原因：</blockquote></p><p>Its biggest booster set to guest host ‘SNL’</p><p><blockquote>其最大的助推器将是客座主持人“SNL”</blockquote></p><p>Elon Musk, CEO of Tesla Inc. and SpaceX, will host “Saturday Night Live” this weekend, which has already drawn&nbsp;cheers and jeers&nbsp;for the technologist. He has become one of the most prominent and vocal champions of dogecoin this year and some speculate that he could do something to promote doge.</p><p><blockquote>特斯拉公司和SpaceX的首席执行官Elon Musk将于本周末主持“周六夜现场”，这已经为这位技术专家赢得了欢呼和嘲笑。他已经成为今年dogecoin最著名和最直言不讳的拥护者之一，一些人猜测他可以做些什么来推广doge。</blockquote></p><p>Musk did refer to himself as the “dogefather” in one recent tweet ahead of his “Saturday Night Live” gig.</p><p><blockquote>马斯克在《周六夜现场》演出前的一条推文中确实称自己为“狗爸爸”。</blockquote></p><p><img src=\"https://static.tigerbbs.com/54a1a1602240507ad985c5efcb2571f5\" tg-width=\"501\" tg-height=\"177\" referrerpolicy=\"no-referrer\">Brokerages trade dogecoin</p><p><blockquote>券商交易狗狗币</blockquote></p><p>A number of new venues have announced that they will trade dogecoin on their exchanges in recent days and weeks.</p><p><blockquote>一些新的场所已经宣布，他们将在最近几天和几周内在他们的交易所交易狗狗币。</blockquote></p><p>Crypto exchange Geminion Tuesdayannounced trading and custody support for the coin. Trading platform&nbsp;eToro also made dogecoin&nbsp;available for trading on its platform.Webullallowed its users to purchase dogecoin back on April 20.</p><p><blockquote>加密货币交易所Geminion周二宣布支持该硬币的交易和托管。交易平台eToro也在其平台上提供狗狗币交易。Webull于4月20日允许其用户重新购买狗狗币。</blockquote></p><p>FOMO</p><p><blockquote>FOMO</blockquote></p><p>Fear of missing out also is said to be behind the surge. Some crypto participants speculate that the rise in dogecoin is being supported by retail traders who see the parody coin as more accessible investment (or trade) than, say, bitcoinBTCUSD,-0.16%,which was changing hands at $54,000, at last check on CoinDesk.</p><p><blockquote>据说，对错过的恐惧也是激增的原因。一些加密货币参与者推测，狗狗币的上涨得到了散户交易者的支持，他们认为这种模仿币比比特币BTCUSD(-0.16%)更容易获得投资（或交易），比特币BTCUSD(-0.16%)在CoinDesk上最后一次检查时易手价格为54,000美元。</blockquote></p><p>“Dogecoin&nbsp;is surging because many cryptocurrency traders do not want to miss out on any buzz that stems from Elon Musk’s hosting of ‘Saturday Night Live,’” wrote Edward Moya, senior market analyst at Oanda, in a daily note.</p><p><blockquote>Oanda高级市场分析师爱德华·莫亚(Edward Moya)在每日报告中写道：“狗狗币正在飙升，因为许多加密货币交易者不想错过埃隆·马斯克(Elon Musk)主持《周六夜现场》(Saturday Night Live)引发的任何轰动。”</blockquote></p><p>Gains in traditional assets also might seem more pedestrian. By comparison, gold futuresGC00,0.17%are down 6% so far this year, the Dow Jones Industrial AverageDJIA,+0.06%and the S&amp;P 500 indexSPX,-0.67%are up by at least 10% in 2021, while the Nasdaq Composite IndexCOMP,-1.88%has gained over 5%.</p><p><blockquote>传统资产的收益也可能看起来更加平淡无奇。相比之下，黄金期货GC00, 0.17%今年迄今已下跌6%，道琼斯工业平均指数DJIA,+0.06%和标普500指数SPX,-0.67%在2021年至少上涨10%，而纳斯达克综合指数COMP,-1.88%涨幅超过5%。</blockquote></p><p>Accessibility</p><p><blockquote>可访问性</blockquote></p><p>Konstantin Boyko-Romanovsky, CEO of&nbsp;Allnodes, via an emailed message, said he viewed support from Musk and fellow billionaire Mark Cuban as central to the bull thesis for dogecoin, but also said that some may perceive the crypto as more accessible compared against bitcoin, which hit a recent peak above $60,000 before cooling.</p><p><blockquote>Allnodes首席执行官康斯坦丁·博伊科-罗曼诺夫斯基(Konstantin Boyko-Romanovsky)通过电子邮件表示，他认为马斯克和亿万富翁马克·库班(Mark Cuban)的支持是狗狗币牛市论点的核心，但也表示，有些人可能认为与比特币相比，这种加密货币更容易使用，最近在冷却之前触及60,000美元以上的峰值。</blockquote></p><p>“It appeals more to the general public because it costs so little. $60,000 for a single bitcoin may be intimidating to some. In a way, doge then is more like a USD but in a digital form,” he wrote.</p><p><blockquote>“它对公众更有吸引力，因为它的成本很低。一张比特币6万美元可能会让一些人感到害怕。在某种程度上，doge更像是一种美元，但以数字形式，”他写道。</blockquote></p><p>Bubbles &amp; manias</p><p><blockquote>泡沫与狂热</blockquote></p><p>Moya wrote that the dogecoin bubble should have “popped by now, but institutional interest is trying to take advantage of this momentum and that could support another push higher.”</p><p><blockquote>莫亚写道，狗狗币泡沫“现在应该已经破裂，但机构兴趣正试图利用这一势头，这可能会支持进一步推高。”</blockquote></p><p>Many skeptics warn that dogecoin could leave a lot of newbie investors hemorrhaging losses if they wade into the asset imprudently.</p><p><blockquote>许多怀疑论者警告说，如果狗狗币不谨慎地涉足该资产，可能会给许多新手投资者带来巨大损失。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/why-is-dogecoins-price-spiking-the-crypto-has-surged-11-000-in-2021-11620151738?mod=home-page\">Market Wacth</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":{},"source_url":"https://www.marketwatch.com/story/why-is-dogecoins-price-spiking-the-crypto-has-surged-11-000-in-2021-11620151738?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115203133","content_text":"Every dog has its day…but a whole year?Indeed, dogecoin, the meme cryptocurrency linked to an image of a Shiba Inu dog, has been enjoying one of the best years for cryptocurrency in recent memory, boasting year-to-date gains of more than 11,000% and putting it in the top 10 of the most highly valued digital assets this year.At last check, dogecoinDOGEUSD,+8.26%was changing hands at 54 cents, up more than 23% in the past 24 hours and up around 11,210% so far in 2021, according to CoinDesk.That parabolic rise is drawing both applause and apprehension as its supporters aim to drive the parody coin to a value near $1, with critics warning that the asset bears all the hallmarks of an asset bubble that is bound to pop and leave carnage in its wake.Only, don’t tell that to those cheerleading the crypto, or risk being met with this common refrain: “enjoy being poor.”So why is dogecoin, pronounced “dōj-coin,” on such a monumental tear that has outstripped crypto considered more serious representatives of the age of digital assets and blockchain? Here are a few reasons:Its biggest booster set to guest host ‘SNL’Elon Musk, CEO of Tesla Inc. and SpaceX, will host “Saturday Night Live” this weekend, which has already drawn cheers and jeers for the technologist. He has become one of the most prominent and vocal champions of dogecoin this year and some speculate that he could do something to promote doge.Musk did refer to himself as the “dogefather” in one recent tweet ahead of his “Saturday Night Live” gig.Brokerages trade dogecoinA number of new venues have announced that they will trade dogecoin on their exchanges in recent days and weeks.Crypto exchange Geminion Tuesdayannounced trading and custody support for the coin. Trading platform eToro also made dogecoin available for trading on its platform.Webullallowed its users to purchase dogecoin back on April 20.FOMOFear of missing out also is said to be behind the surge. Some crypto participants speculate that the rise in dogecoin is being supported by retail traders who see the parody coin as more accessible investment (or trade) than, say, bitcoinBTCUSD,-0.16%,which was changing hands at $54,000, at last check on CoinDesk.“Dogecoin is surging because many cryptocurrency traders do not want to miss out on any buzz that stems from Elon Musk’s hosting of ‘Saturday Night Live,’” wrote Edward Moya, senior market analyst at Oanda, in a daily note.Gains in traditional assets also might seem more pedestrian. By comparison, gold futuresGC00,0.17%are down 6% so far this year, the Dow Jones Industrial AverageDJIA,+0.06%and the S&P 500 indexSPX,-0.67%are up by at least 10% in 2021, while the Nasdaq Composite IndexCOMP,-1.88%has gained over 5%.AccessibilityKonstantin Boyko-Romanovsky, CEO of Allnodes, via an emailed message, said he viewed support from Musk and fellow billionaire Mark Cuban as central to the bull thesis for dogecoin, but also said that some may perceive the crypto as more accessible compared against bitcoin, which hit a recent peak above $60,000 before cooling.“It appeals more to the general public because it costs so little. $60,000 for a single bitcoin may be intimidating to some. In a way, doge then is more like a USD but in a digital form,” he wrote.Bubbles & maniasMoya wrote that the dogecoin bubble should have “popped by now, but institutional interest is trying to take advantage of this momentum and that could support another push higher.”Many skeptics warn that dogecoin could leave a lot of newbie investors hemorrhaging losses if they wade into the asset imprudently.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108135797,"gmtCreate":1620004200719,"gmtModify":1631889102642,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108135797","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","kind":"news","pubTimestamp":1619999342,"share":"https://www.laohu8.com/m/news/1135819410?lang=zh_CN&edition=full","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二情况有所好转：动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后，Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%，经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65，与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后，预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6，比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%，而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</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>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-03 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二情况有所好转：动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后，Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%，经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65，与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后，预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6，比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%，而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步",".DJI":"道琼斯","TMUS":"T-Mobile US Inc","PFE":"辉瑞","PYPL":"PayPal",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","GM":"通用汽车"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1,"symbols_score_info":{".SPX":0.9,"VIACP":0.9,"TMUS":0.9,"UBER":0.9,"PFE":0.9,".DJI":0.9,".IXIC":0.9,"GM":0.9,"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374765350,"gmtCreate":1619481660270,"gmtModify":1631889102642,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Gme","listText":"Gme","text":"Gme","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374765350","repostId":"1184404050","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376554865,"gmtCreate":1619138426457,"gmtModify":1631889102645,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Ooooo","listText":"Ooooo","text":"Ooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376554865","repostId":"1143429933","repostType":4,"repost":{"id":"1143429933","kind":"news","pubTimestamp":1619135800,"share":"https://www.laohu8.com/m/news/1143429933?lang=zh_CN&edition=full","pubTime":"2021-04-23 07:56","market":"us","language":"en","title":"Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143429933","media":"The Street","summary":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more ","content":"<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to&nbsp;Jim Cramer, the founder of TheStreet.&nbsp;Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p><blockquote>查看英伟达、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。TheStreet创始人吉姆·克莱默(Jim Cramer)表示，汽车行业的芯片短缺只会恶化。克莱默一直高度关注半导体行业随着芯片短缺影响整体市场。</blockquote></p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p><blockquote>上周，乔·拜登总统在白宫主持了一次半导体峰会，讨论影响包括汽车行业在内的许多行业的短缺问题。</blockquote></p><p>Cramer noted ina column for Real Money&nbsp;this past week,&nbsp;\"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p><blockquote>克莱默上周在《Real Money》专栏中指出，“根本没有足够的机器来制造更多芯片，尽管它们几乎全天候工作。”</blockquote></p><p>\"You think that the stocks of Applied Materials&nbsp;(<b>AMAT</b>) -Get Report, KLA Corporation&nbsp;(<b>KLA</b>), and Lam Research&nbsp;(<b>LRCX</b>) -Get Report&nbsp;would be this high otherwise?\"he added.</p><p><blockquote>“你认为应用材料的股票（<b>阿马特</b>)-Get报告，KLA公司(<b>KLA</b>），以及泛林研究（<b>LRCX</b>）-否则Get报告会这么高？”他补充道。</blockquote></p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p><blockquote>泛林研究周三公布了创纪录的第三财季业绩，超出了分析师的预期。这家半导体设备制造商报告称，截至3月份的季度调整后收益为7.49美元，营收为38.5亿美元。FactSet调查的分析师预计调整后每股收益为6.62美元，营收为37.2亿美元。</blockquote></p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\"&nbsp;said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p><blockquote>Lam Research总裁兼首席执行官蒂姆·阿彻(Tim Archer)在一份声明中表示：“半导体的战略相关性正在达到新的高度，而Lam满足客户扩展挑战的差异化能力使我们在强劲的晶圆制造支出环境中处于有利地位。”</blockquote></p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM&nbsp;(<b>GM</b>) -Get Report&nbsp;and Ford's&nbsp;(<b>F</b>) -Get Report&nbsp;problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><blockquote>上周早些时候，在<i>街头直播</i>，克莱默说，“我们不能因为通用汽车（<b>GM</b>）-获取报告和福特的（<b>F</b>）-获取一些芯片公司的报告问题。我希望拜登总统游说所有芯片公司制造我们需要的芯片。是时候了。”</blockquote></p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p><blockquote><i>有关半导体行业的更深入报道，包括交易建议和投资策略，请关注Eric Jhonsa的Real Money。</i></blockquote></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至4月21日星期三收盘时的百分比变化表现：</blockquote></p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p><blockquote><b>英伟达公司|-0.46%5天</b></blockquote></p><p>Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p><blockquote>英伟达(<b>NVDA</b>)-英国数字、文化、媒体和体育大臣奥利弗·道登(Oliver Dowden)表示监管机构正在干预这家半导体公司收购Arm Ltd的提议后，Get报告周一股价承压。</blockquote></p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p><blockquote>出于国家安全考虑，英国政府正在考虑这家位于加州圣克拉拉的公司提出的以400亿美元从软银集团SFTBY手中收购这家英国芯片设计公司的提议</blockquote></p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p><blockquote>上次检查时，英伟达股价下跌2.7%，至619.47美元，但该公司最近表现火爆，并受到分析师的赞扬。例如，Raymond James分析师最近将目标价从700美元上调至750美元，因为他们关注企业支出和Nvidia新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p><b>Qualcomm | +0.51% 5-Day</b></p><p><blockquote><b>高通|+0.51%5天</b></blockquote></p><p>Qualcomm&nbsp;(<b>QCOM</b>) -Get Report&nbsp;was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p><blockquote>高通(<b>QCOM</b>)-Get Report周一下跌2.8%，至134.30美元，此前Susquehanna分析师在对半导体行业的看跌报告中下调了该芯片制造商的股票评级。</blockquote></p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p><blockquote>高通从正面下调至中性，目标价也从每股175美元下调至155美元。</blockquote></p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p><blockquote>该公司还表示，半导体行业的短缺可能会导致客户积累库存或重复订单，这可能会导致无法反映真实需求的过度出货。</blockquote></p><p>Qualcomm&nbsp;announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p><blockquote>高通上周宣布，将于4月28日星期三发布2021财年第二季度财务业绩。</blockquote></p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B。</blockquote></p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p><blockquote><b>恩智浦半导体|+0.22%5天</b></blockquote></p><p>Nxp Semiconductors&nbsp;(<b>NXPI</b>) -Get Report&nbsp;wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-上周，摩根士丹利分析师将跑赢大盘的Get Report评级下调至同等权重。该投资公司将该公司的目标股价从每股190美元上调至213美元。</blockquote></p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&amp;P 500 by 160%, driven by itsinclusion into the S&amp;P index in March. That rise gives NXP less room to run higher.</p><p><blockquote>根据摩根士丹利的数据，恩智浦在3月份被纳入标准普尔指数的推动下，其表现优于基础广泛的供应商115%，优于标普500 160%。这一上涨使得恩智浦走高的空间较小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B-。</blockquote></p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p><blockquote><b>Advanced Micro Devices|+3.23%5天</b></blockquote></p><p>Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-据TheStreet的布雷特·肯威尔(Bret Kenwell)称，Get Report的交易表现良好，这可能得益于Nvidia的势头。</blockquote></p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p><blockquote>该公司上周宣布，将于4月27日星期二收盘后公布2021年第一季度财务业绩。</blockquote></p><p>The chipmaker's $35 billion deal to acquire Xilinx&nbsp;(<b>XLNX</b>) -Get Report&nbsp;was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p><blockquote>该芯片制造商以350亿美元收购Xilinx（<b>XLNX</b>)-Get报告已获得两家芯片制造商股东的批准。根据条款，AMD将为每股Xilinx股票支付1.7234股。</blockquote></p><p></p><p>TheStreet Quant Ratings rates AMD&nbsp;as a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMD评级为买入，评级为B。</blockquote></p><p><b>Intel | -1.24% 5-Day</b></p><p><blockquote><b>英特尔|-1.24%5天</b></blockquote></p><p>Officials from Intel&nbsp;(<b>INTC</b>) -Get Report, Microsoft&nbsp;(<b>MSFT</b>) -Get Report, Alphabet&nbsp;(<b>GOOGL</b>) -Get Report, and General Motors&nbsp;(<b>GM</b>) -Get Report&nbsp;met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p><blockquote>英特尔官员（<b>INTC</b>)-获取报告，微软(<b>MSFT</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，和通用汽车(<b>GM</b>)-Get Report本月早些时候与白宫会面，讨论全球半导体短缺对美国制造商的影响。</blockquote></p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p><blockquote>上个月，英特尔表示将在亚利桑那州建造两家新的芯片工厂，这家曾经占据主导地位的芯片制造商试图在美国重新获得动力和青睐。</blockquote></p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM&nbsp;(<b>IBM</b>) -Get Report&nbsp;-- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>该公司计划发展成为下一代计算机和智能手机芯片的设计者和制造商，同时开发新业务——这在一定程度上要归功于与IBM的开发合作伙伴关系（<b>IBM</b>）-获取报告-允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p><blockquote><b>台积电|-3.43%5天</b></blockquote></p><p>Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) -Get Report&nbsp;boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p><blockquote>台积电(<b>TSM</b>)-Get Report于3月31日提高了近期投资计划，承诺在未来三年内斥资1000亿美元提高产能，其中包括此前宣布将在亚利桑那州建设的一家工厂。</blockquote></p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p><blockquote>该公司将资本支出从280亿美元增加到300亿美元。</blockquote></p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p><blockquote>“你们的状况很好。我会在这个水平上购买它，”吉姆·克莱默上周谈到该公司时说道。</blockquote></p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p><b>Broadcom | -4.32% 5-Day</b></p><p><blockquote><b>博通|-4.32%5天</b></blockquote></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as&nbsp;Disney&nbsp;(<b>DIS</b>) -Get Report, Alphabet&nbsp;(<b>GOOGL</b>) -Get Report, and Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;are down.\"We need those to reverse,\" he said.</p><p><blockquote>克莱默周三表示，他很担心，因为迪士尼等一些通常稳定的股票（<b>说</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，以及Broadcom(<b>AVGO</b>）-获取报告已关闭。“我们需要扭转这些局面，”他说。</blockquote></p><p>Analysts at Deutsche Bank initiated coverage of the&nbsp;cybersecurity company&nbsp;CrowdStrike&nbsp;(<b>CRWD</b>) -Get Report&nbsp;with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p><blockquote>德意志银行分析师开始报道网络安全公司CrowdStrike（<b>CRWD</b>)-获取具有买入评级和265美元目标价的报告。该公司预计CrowdStrike将继续获得博通等知名新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为A-。</blockquote></p><p><b>Micron Technology | -1.86% 5-Day</b></p><p><blockquote><b>美光科技|-1.86%5天</b></blockquote></p><p>Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report公布的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后的收益从去年同期的每股45美分增长了一倍多，达到每股98美分。</blockquote></p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p><blockquote><b>德州仪器|-1.37%5天</b></blockquote></p><p>Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p><blockquote>德州仪器（<b>TXN</b>)-Get Report将于4月27日星期二网络直播其2021年第一季度收益电话会议。</blockquote></p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p><blockquote>高级副总裁兼首席财务官Rafael Lizardi和副总裁兼投资者关系主管Dave Pahl将讨论TI的财务业绩并回答投资者观众的问题。</blockquote></p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-04-23 07:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to&nbsp;Jim Cramer, the founder of TheStreet.&nbsp;Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p><blockquote>查看英伟达、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。TheStreet创始人吉姆·克莱默(Jim Cramer)表示，汽车行业的芯片短缺只会恶化。克莱默一直高度关注半导体行业随着芯片短缺影响整体市场。</blockquote></p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p><blockquote>上周，乔·拜登总统在白宫主持了一次半导体峰会，讨论影响包括汽车行业在内的许多行业的短缺问题。</blockquote></p><p>Cramer noted ina column for Real Money&nbsp;this past week,&nbsp;\"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p><blockquote>克莱默上周在《Real Money》专栏中指出，“根本没有足够的机器来制造更多芯片，尽管它们几乎全天候工作。”</blockquote></p><p>\"You think that the stocks of Applied Materials&nbsp;(<b>AMAT</b>) -Get Report, KLA Corporation&nbsp;(<b>KLA</b>), and Lam Research&nbsp;(<b>LRCX</b>) -Get Report&nbsp;would be this high otherwise?\"he added.</p><p><blockquote>“你认为应用材料的股票（<b>阿马特</b>)-Get报告，KLA公司(<b>KLA</b>），以及泛林研究（<b>LRCX</b>）-否则Get报告会这么高？”他补充道。</blockquote></p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p><blockquote>泛林研究周三公布了创纪录的第三财季业绩，超出了分析师的预期。这家半导体设备制造商报告称，截至3月份的季度调整后收益为7.49美元，营收为38.5亿美元。FactSet调查的分析师预计调整后每股收益为6.62美元，营收为37.2亿美元。</blockquote></p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\"&nbsp;said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p><blockquote>Lam Research总裁兼首席执行官蒂姆·阿彻(Tim Archer)在一份声明中表示：“半导体的战略相关性正在达到新的高度，而Lam满足客户扩展挑战的差异化能力使我们在强劲的晶圆制造支出环境中处于有利地位。”</blockquote></p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM&nbsp;(<b>GM</b>) -Get Report&nbsp;and Ford's&nbsp;(<b>F</b>) -Get Report&nbsp;problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><blockquote>上周早些时候，在<i>街头直播</i>，克莱默说，“我们不能因为通用汽车（<b>GM</b>）-获取报告和福特的（<b>F</b>）-获取一些芯片公司的报告问题。我希望拜登总统游说所有芯片公司制造我们需要的芯片。是时候了。”</blockquote></p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p><blockquote><i>有关半导体行业的更深入报道，包括交易建议和投资策略，请关注Eric Jhonsa的Real Money。</i></blockquote></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至4月21日星期三收盘时的百分比变化表现：</blockquote></p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p><blockquote><b>英伟达公司|-0.46%5天</b></blockquote></p><p>Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p><blockquote>英伟达(<b>NVDA</b>)-英国数字、文化、媒体和体育大臣奥利弗·道登(Oliver Dowden)表示监管机构正在干预这家半导体公司收购Arm Ltd的提议后，Get报告周一股价承压。</blockquote></p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p><blockquote>出于国家安全考虑，英国政府正在考虑这家位于加州圣克拉拉的公司提出的以400亿美元从软银集团SFTBY手中收购这家英国芯片设计公司的提议</blockquote></p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p><blockquote>上次检查时，英伟达股价下跌2.7%，至619.47美元，但该公司最近表现火爆，并受到分析师的赞扬。例如，Raymond James分析师最近将目标价从700美元上调至750美元，因为他们关注企业支出和Nvidia新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p><b>Qualcomm | +0.51% 5-Day</b></p><p><blockquote><b>高通|+0.51%5天</b></blockquote></p><p>Qualcomm&nbsp;(<b>QCOM</b>) -Get Report&nbsp;was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p><blockquote>高通(<b>QCOM</b>)-Get Report周一下跌2.8%，至134.30美元，此前Susquehanna分析师在对半导体行业的看跌报告中下调了该芯片制造商的股票评级。</blockquote></p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p><blockquote>高通从正面下调至中性，目标价也从每股175美元下调至155美元。</blockquote></p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p><blockquote>该公司还表示，半导体行业的短缺可能会导致客户积累库存或重复订单，这可能会导致无法反映真实需求的过度出货。</blockquote></p><p>Qualcomm&nbsp;announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p><blockquote>高通上周宣布，将于4月28日星期三发布2021财年第二季度财务业绩。</blockquote></p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B。</blockquote></p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p><blockquote><b>恩智浦半导体|+0.22%5天</b></blockquote></p><p>Nxp Semiconductors&nbsp;(<b>NXPI</b>) -Get Report&nbsp;wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-上周，摩根士丹利分析师将跑赢大盘的Get Report评级下调至同等权重。该投资公司将该公司的目标股价从每股190美元上调至213美元。</blockquote></p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&amp;P 500 by 160%, driven by itsinclusion into the S&amp;P index in March. That rise gives NXP less room to run higher.</p><p><blockquote>根据摩根士丹利的数据，恩智浦在3月份被纳入标准普尔指数的推动下，其表现优于基础广泛的供应商115%，优于标普500 160%。这一上涨使得恩智浦走高的空间较小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B-。</blockquote></p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p><blockquote><b>Advanced Micro Devices|+3.23%5天</b></blockquote></p><p>Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-据TheStreet的布雷特·肯威尔(Bret Kenwell)称，Get Report的交易表现良好，这可能得益于Nvidia的势头。</blockquote></p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p><blockquote>该公司上周宣布，将于4月27日星期二收盘后公布2021年第一季度财务业绩。</blockquote></p><p>The chipmaker's $35 billion deal to acquire Xilinx&nbsp;(<b>XLNX</b>) -Get Report&nbsp;was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p><blockquote>该芯片制造商以350亿美元收购Xilinx（<b>XLNX</b>)-Get报告已获得两家芯片制造商股东的批准。根据条款，AMD将为每股Xilinx股票支付1.7234股。</blockquote></p><p></p><p>TheStreet Quant Ratings rates AMD&nbsp;as a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMD评级为买入，评级为B。</blockquote></p><p><b>Intel | -1.24% 5-Day</b></p><p><blockquote><b>英特尔|-1.24%5天</b></blockquote></p><p>Officials from Intel&nbsp;(<b>INTC</b>) -Get Report, Microsoft&nbsp;(<b>MSFT</b>) -Get Report, Alphabet&nbsp;(<b>GOOGL</b>) -Get Report, and General Motors&nbsp;(<b>GM</b>) -Get Report&nbsp;met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p><blockquote>英特尔官员（<b>INTC</b>)-获取报告，微软(<b>MSFT</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，和通用汽车(<b>GM</b>)-Get Report本月早些时候与白宫会面，讨论全球半导体短缺对美国制造商的影响。</blockquote></p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p><blockquote>上个月，英特尔表示将在亚利桑那州建造两家新的芯片工厂，这家曾经占据主导地位的芯片制造商试图在美国重新获得动力和青睐。</blockquote></p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM&nbsp;(<b>IBM</b>) -Get Report&nbsp;-- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>该公司计划发展成为下一代计算机和智能手机芯片的设计者和制造商，同时开发新业务——这在一定程度上要归功于与IBM的开发合作伙伴关系（<b>IBM</b>）-获取报告-允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p><blockquote><b>台积电|-3.43%5天</b></blockquote></p><p>Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) -Get Report&nbsp;boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p><blockquote>台积电(<b>TSM</b>)-Get Report于3月31日提高了近期投资计划，承诺在未来三年内斥资1000亿美元提高产能，其中包括此前宣布将在亚利桑那州建设的一家工厂。</blockquote></p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p><blockquote>该公司将资本支出从280亿美元增加到300亿美元。</blockquote></p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p><blockquote>“你们的状况很好。我会在这个水平上购买它，”吉姆·克莱默上周谈到该公司时说道。</blockquote></p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p><b>Broadcom | -4.32% 5-Day</b></p><p><blockquote><b>博通|-4.32%5天</b></blockquote></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as&nbsp;Disney&nbsp;(<b>DIS</b>) -Get Report, Alphabet&nbsp;(<b>GOOGL</b>) -Get Report, and Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;are down.\"We need those to reverse,\" he said.</p><p><blockquote>克莱默周三表示，他很担心，因为迪士尼等一些通常稳定的股票（<b>说</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，以及Broadcom(<b>AVGO</b>）-获取报告已关闭。“我们需要扭转这些局面，”他说。</blockquote></p><p>Analysts at Deutsche Bank initiated coverage of the&nbsp;cybersecurity company&nbsp;CrowdStrike&nbsp;(<b>CRWD</b>) -Get Report&nbsp;with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p><blockquote>德意志银行分析师开始报道网络安全公司CrowdStrike（<b>CRWD</b>)-获取具有买入评级和265美元目标价的报告。该公司预计CrowdStrike将继续获得博通等知名新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为A-。</blockquote></p><p><b>Micron Technology | -1.86% 5-Day</b></p><p><blockquote><b>美光科技|-1.86%5天</b></blockquote></p><p>Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report公布的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后的收益从去年同期的每股45美分增长了一倍多，达到每股98美分。</blockquote></p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p><blockquote><b>德州仪器|-1.37%5天</b></blockquote></p><p>Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p><blockquote>德州仪器（<b>TXN</b>)-Get Report将于4月27日星期二网络直播其2021年第一季度收益电话会议。</blockquote></p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p><blockquote>高级副总裁兼首席财务官Rafael Lizardi和副总裁兼投资者关系主管Dave Pahl将讨论TI的财务业绩并回答投资者观众的问题。</blockquote></p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NXPI":"恩智浦","TXN":"德州仪器","MU":"美光科技","AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔","QCOM":"高通"},"source_url":"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143429933","content_text":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"\"You think that the stocks of Applied Materials (AMAT) -Get Report, KLA Corporation (KLA), and Lam Research (LRCX) -Get Report would be this high otherwise?\"he added.Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.Earlier this past week, onTheStreet Live, Cramer said, \"We can't have people laid off or out of work because of GM (GM) -Get Report and Ford's (F) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:Nvidia Corp | -0.46% 5-DayNvidia (NVDA) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concernsNvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.Qualcomm | +0.51% 5-DayQualcomm (QCOM) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.Nxp Semiconductors | +0.22% 5-DayNxp Semiconductors (NXPI) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.Advanced Micro Devices | +3.23% 5-DayAdvanced Micro Devices (AMD) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.The chipmaker's $35 billion deal to acquire Xilinx (XLNX) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.Intel | -1.24% 5-DayOfficials from Intel (INTC) -Get Report, Microsoft (MSFT) -Get Report, Alphabet (GOOGL) -Get Report, and General Motors (GM) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (IBM) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.Taiwan Semiconductor Manufacturing | -3.43% 5-DayTaiwan Semiconductor Manufacturing (TSM) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.Broadcom | -4.32% 5-DayCramer said Wednesday that he's worried because some typically stable stocks such as Disney (DIS) -Get Report, Alphabet (GOOGL) -Get Report, and Broadcom (AVGO) -Get Report are down.\"We need those to reverse,\" he said.Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (CRWD) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.Micron Technology | -1.86% 5-DayMicron Technology (MU) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.Texas Instruments | -1.37% 5-DayTexas Instruments (TXN) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.","news_type":1,"symbols_score_info":{"TSM":0.9,"TXN":0.9,"INTC":0.9,"QCOM":0.9,"AMD":0.9,"MU":0.9,"NXPI":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346857392,"gmtCreate":1618024121316,"gmtModify":1631889102648,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Cool 😎😎😎","listText":"Cool 😎😎😎","text":"Cool 😎😎😎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346857392","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":198391499,"gmtCreate":1620923074611,"gmtModify":1631889102630,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198391499","repostId":"1116555518","repostType":4,"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167506327,"gmtCreate":1624274842969,"gmtModify":1631889102606,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167506327","repostId":"1154249454","repostType":4,"isVote":1,"tweetType":1,"viewCount":3352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168451639,"gmtCreate":1623981692721,"gmtModify":1631889102610,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Coool","listText":"Coool","text":"Coool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168451639","repostId":"1180977741","repostType":4,"repost":{"id":"1180977741","kind":"news","pubTimestamp":1623981539,"share":"https://www.laohu8.com/m/news/1180977741?lang=zh_CN&edition=full","pubTime":"2021-06-18 09:58","market":"us","language":"en","title":"Palantir: The Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180977741","media":"seekingalpha","summary":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base an","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>  <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>  <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir经常因其高估值倍数、停滞的客户群和黯淡的利润率而受到批评。</li><li>但该公司实际上在客户增长、利润率扩张和赢得政府订单方面表现良好。</li><li>具有长期视野的投资者可能希望在潜在的价格调整时增持其股票。</li></ul><p class=\"t-img-caption\"><span>C·弗拉尼根/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p><p><blockquote>Palantir(PLTR)最近在各种投资论坛上因投机原因而受到严厉批评，例如其增长势头可能很快就会消失、其利润率状况如何拖累公司以及该股没有证明其溢价是合理的。但这家公司并没有那么糟糕。相反，这家数据分析公司在客户增长、政府订单赢得和利润率扩张等多个参数上表现良好，这对其多头投资者来说应该是一个令人鼓舞的迹象，并消除此类投机性看跌叙事。让我们仔细看看。</blockquote></p><p> <b>Rapid Customer Growth</b></p><p><blockquote><b>客户快速增长</b></blockquote></p><p> Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p><p><blockquote>自Palantir上市以来，看空者一直批评其定制功能。其平台涉及针对各种工作流程和客户需求的定制，因此看空者认为该公司在同时吸引多个客户方面面临困难，因此，它遇到了瓶颈，其增长势头可能会消失。虽然我尊重不同的意见，但事实是Palantir似乎并没有在客户添加方面遇到困难。</blockquote></p><p> The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p><p><blockquote>2021年第一季度，该公司的客户数量环比增长超过7%。我们在Business Quant的数据库显示，这一增长速度实际上高于软件应用和基础设施行业的其他一些知名公司报告的增长速度。这立即消除了Palantir因其定制功能而在扩大客户关系方面面临困难的说法，尽管它在这方面的表现优于同行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p><p><blockquote>我的读者不应该对该公司增加客户的速度感到惊讶。我在之前的文章中解释了该公司如何采取一系列措施来扩大客户群，例如采用客户友好的支付模式、增强销售功能以及为主要企业引入免费试用。这些举措是几个月前才宣布的，并将持续到2021财年的剩余时间，因此我预计Palantir在不久的将来也会继续快速增加客户。</blockquote></p><p> Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p><p><blockquote>话虽如此，不可否认的是，Palantir的客户群不如一些同行那么大，但这也是其增长机会所在。这表明Palantir尚未大规模渗透其目标市场，其较低的基数效应使该公司更容易继续高速扩大其客户群。</blockquote></p><p> There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p><p><blockquote>这里大致有四个要点，顺便说一句，空头似乎一次又一次地打折。这些是：</blockquote></p><p> <ul>  <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>  <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>  <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>  <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li> </ul> Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p><p><blockquote><ul><li>Palantir的目标市场尚未饱和，仍然可以轻松找到新客户，</li><li>这些新客户势必会在2021年以不同幅度提升公司的收入，具体取决于其合同价值，</li><li>如果这些是经常性合同，那么这将提高Palantir未来的收入预测和指导，</li><li>如果这些新客户最终增加支出，那么这也将增加Palantir未来的现金流。</li></ul>关于最后一个要点，值得注意的是，Palantir的前20名客户总体上在过去10年中每年都大幅增加了在该公司数据分析平台上的支出。这批新客户以及任何未来新增的客户也可能在随后几年经历这一支出扩张阶段，并在此过程中逐渐增加Palantir的收入。因此，我们必须对其快速的客户增长给予应有的重视，而不是掉以轻心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> <b>Margin Expansion</b></p><p><blockquote><b>利润扩张</b></blockquote></p><p> Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p><p><blockquote>评估Palantir增长前景的另一个问题是该公司尚未盈利。虽然一些人认为该股由于利润率疲弱而将保持低迷，但另一些人则认为该股可能会跌至个位数。鉴于该公司最近一个季度每股净亏损0.07美元，这种沮丧是可以理解的。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p><p><blockquote>但我想亲眼看看Palantir的利润率是否真的像许多人认为的那样无望。因此，我编制了在美国证券交易所上市的约90只软件基础设施股票的保证金概况。不可否认，该公司的净利润率是亏损的。但令人惊讶的是，Palantir实际上是同行中第一季度净利润增长率最高的公司之一。据我所知，Palantir业务的这一方面尚未在任何投资论坛上讨论过。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p><p><blockquote>该公司到目前为止可能尚未盈利，但这并不意味着它未来也将保持无利可图。如果其最近的利润率扩张步伐在未来几个季度继续下去，该公司可能会在未来2到3年内实现盈利，而不会牺牲其增长势头。所以，让我们给予应有的信任。专业分析师社区也认同这一想法，并预计Palantir的利润率状况未来将大幅改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：MarketScreener）</span></p></blockquote></p><p> Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p><p><blockquote>此外，由于现在涉及公众持股，其管理层可能会面临持续的压力，以实现惊人的收入增长率，和/或在不久的将来实现盈利，否则将面临被投票罢免的风险。这种压力可能没有直接上市前那么大，当时参与的股东较少。因此，总体而言，我不认为Palantir的利润率状况像许多人认为的那样毫无希望，我预计该公司将在2024年实现盈利。</blockquote></p><p> <b>Government Contract Wins</b></p><p><blockquote><b>赢得政府合同</b></blockquote></p><p> Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p><p><blockquote>展望未来，Palantir在获得政府合同方面做得非常好。考虑到广泛的资格标准、较长的周转时间和激烈的竞争，B2G合同通常很难赢得，但Palantir似乎已经找到了在政府业务方面取得成功的秘诀。对于外行人来说，第一季度其政府合同收入同比增长76%，约占公司总收入的61%。</blockquote></p><p> Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p><p><blockquote>除非公司在某个地方搞砸了，否则这些政府机构很可能会在内部推荐它用于各种应用。他们不必一次又一次地对Palantir进行资格认证，这些标准可能会迅速推动这些内部跨机构推荐，这些机构甚至可能会增加在现有合同上的支出。因此，Palantir只需要冲洗并重复其B2G（企业对政府）战略，其政府收入就可以继续快速增长。</blockquote></p><p> Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p><p><blockquote>到目前为止，Palantir在第二季度的政府业务方面也取得了稳步进展。其第二季度仍在进行中，但在撰写本文时，该公司从政府交易、协议和合同中承担了价值超过3600万美元的新当前行动义务，其中大部分尚未成为头条新闻。对于门外汉来说，新交易可能是对现有交易的补充，扩大了先前商定的可交付成果的范围，它可能是全新的，具有从几个月到几年的不同执行期和/或还具有附加的经常性收入流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p><p><blockquote>因此，虽然有几个变量阻止我们可靠地估计这些交易的近期收入影响，但Palantir的长期股东应该感到放心，他们的公司在发展政府业务方面继续取得稳步进展。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p><p><blockquote>Palantir的股价目前约为过去12个月销售额的43倍，不可否认，按照传统标准，这一数字很高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p><p><blockquote>然而，其丰厚的估值本身不应成为熊市论点的基础。Palantir的估值倍数可能很高，但从上图中可以看出，其第一季度的收入增长率也高于大多数同行。</blockquote></p><p> So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p><p><blockquote>因此，我认为该公司的快速收入增长（如上图所示）、本文讨论的定性增长催化剂以及相对安全的政府收入流证明了溢价是合理的。</blockquote></p><p></p><p> Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p><p><blockquote>考虑到这些因素，具有多年时间范围的投资者可能希望在潜在价格调整时增加对Palantir的投资。随着其增长催化剂最终实现以及公司接近盈利，该股可能会在未来2到3年内创下新高。祝你好运！</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>Palantir: The Untold Truth<blockquote>Palantir：不为人知的真相</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\">\nPalantir: The Untold Truth<blockquote>Palantir：不为人知的真相</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-06-18 09:58</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>Palantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.</li>  <li>But the company is actually doing well in terms of customer growth, margin expansion and government order wins.</li>  <li>Investors with a long-term time horizon may want to accumulate its shares on potential price corrections.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6abc7f93f4c7e615f66dca20523d1c16\" tg-width=\"1536\" tg-height=\"1077\"><span>C Flanigan/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir经常因其高估值倍数、停滞的客户群和黯淡的利润率而受到批评。</li><li>但该公司实际上在客户增长、利润率扩张和赢得政府订单方面表现良好。</li><li>具有长期视野的投资者可能希望在潜在的价格调整时增持其股票。</li></ul><p class=\"t-img-caption\"><span>C·弗拉尼根/盖蒂图片社娱乐</span></p></blockquote></p><p> Palantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.</p><p><blockquote>Palantir(PLTR)最近在各种投资论坛上因投机原因而受到严厉批评，例如其增长势头可能很快就会消失、其利润率状况如何拖累公司以及该股没有证明其溢价是合理的。但这家公司并没有那么糟糕。相反，这家数据分析公司在客户增长、政府订单赢得和利润率扩张等多个参数上表现良好，这对其多头投资者来说应该是一个令人鼓舞的迹象，并消除此类投机性看跌叙事。让我们仔细看看。</blockquote></p><p> <b>Rapid Customer Growth</b></p><p><blockquote><b>客户快速增长</b></blockquote></p><p> Bears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.</p><p><blockquote>自Palantir上市以来，看空者一直批评其定制功能。其平台涉及针对各种工作流程和客户需求的定制，因此看空者认为该公司在同时吸引多个客户方面面临困难，因此，它遇到了瓶颈，其增长势头可能会消失。虽然我尊重不同的意见，但事实是Palantir似乎并没有在客户添加方面遇到困难。</blockquote></p><p> The company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.</p><p><blockquote>2021年第一季度，该公司的客户数量环比增长超过7%。我们在Business Quant的数据库显示，这一增长速度实际上高于软件应用和基础设施行业的其他一些知名公司报告的增长速度。这立即消除了Palantir因其定制功能而在扩大客户关系方面面临困难的说法，尽管它在这方面的表现优于同行。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/37577e60466b8a980efd8bee77b02711\" tg-width=\"640\" tg-height=\"516\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly&nbsp;payment model, ramping up its&nbsp;sales function&nbsp;and introducing&nbsp;free trials&nbsp;for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.</p><p><blockquote>我的读者不应该对该公司增加客户的速度感到惊讶。我在之前的文章中解释了该公司如何采取一系列措施来扩大客户群，例如采用客户友好的支付模式、增强销售功能以及为主要企业引入免费试用。这些举措是几个月前才宣布的，并将持续到2021财年的剩余时间，因此我预计Palantir在不久的将来也会继续快速增加客户。</blockquote></p><p> Having said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.</p><p><blockquote>话虽如此，不可否认的是，Palantir的客户群不如一些同行那么大，但这也是其增长机会所在。这表明Palantir尚未大规模渗透其目标市场，其较低的基数效应使该公司更容易继续高速扩大其客户群。</blockquote></p><p> There are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:</p><p><blockquote>这里大致有四个要点，顺便说一句，空头似乎一次又一次地打折。这些是：</blockquote></p><p> <ul>  <li>Palantir's target market isn't saturated yet and it can still find new customers with ease,</li>  <li>These new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,</li>  <li>If these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,</li>  <li>If these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.</li> </ul> Regarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.</p><p><blockquote><ul><li>Palantir的目标市场尚未饱和，仍然可以轻松找到新客户，</li><li>这些新客户势必会在2021年以不同幅度提升公司的收入，具体取决于其合同价值，</li><li>如果这些是经常性合同，那么这将提高Palantir未来的收入预测和指导，</li><li>如果这些新客户最终增加支出，那么这也将增加Palantir未来的现金流。</li></ul>关于最后一个要点，值得注意的是，Palantir的前20名客户总体上在过去10年中每年都大幅增加了在该公司数据分析平台上的支出。这批新客户以及任何未来新增的客户也可能在随后几年经历这一支出扩张阶段，并在此过程中逐渐增加Palantir的收入。因此，我们必须对其快速的客户增长给予应有的重视，而不是掉以轻心。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4923a1dd5cc6af812c6dd7b8335f878\" tg-width=\"640\" tg-height=\"426\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> <b>Margin Expansion</b></p><p><blockquote><b>利润扩张</b></blockquote></p><p> Another issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.</p><p><blockquote>评估Palantir增长前景的另一个问题是该公司尚未盈利。虽然一些人认为该股由于利润率疲弱而将保持低迷，但另一些人则认为该股可能会跌至个位数。鉴于该公司最近一个季度每股净亏损0.07美元，这种沮丧是可以理解的。</blockquote></p><p></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/facd3a7bf5326c841c6f0e79d392d160\" tg-width=\"640\" tg-height=\"125\"><span>(Source:Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> But I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.</p><p><blockquote>但我想亲眼看看Palantir的利润率是否真的像许多人认为的那样无望。因此，我编制了在美国证券交易所上市的约90只软件基础设施股票的保证金概况。不可否认，该公司的净利润率是亏损的。但令人惊讶的是，Palantir实际上是同行中第一季度净利润增长率最高的公司之一。据我所知，Palantir业务的这一方面尚未在任何投资论坛上讨论过。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25614333f421bbcdaf90b43a6ed8e011\" tg-width=\"640\" tg-height=\"552\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> The company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.</p><p><blockquote>该公司到目前为止可能尚未盈利，但这并不意味着它未来也将保持无利可图。如果其最近的利润率扩张步伐在未来几个季度继续下去，该公司可能会在未来2到3年内实现盈利，而不会牺牲其增长势头。所以，让我们给予应有的信任。专业分析师社区也认同这一想法，并预计Palantir的利润率状况未来将大幅改善。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b0017c547d56295730e8f7f4124935d\" tg-width=\"640\" tg-height=\"400\"><span>(Source:MarketScreener)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：MarketScreener）</span></p></blockquote></p><p> Besides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.</p><p><blockquote>此外，由于现在涉及公众持股，其管理层可能会面临持续的压力，以实现惊人的收入增长率，和/或在不久的将来实现盈利，否则将面临被投票罢免的风险。这种压力可能没有直接上市前那么大，当时参与的股东较少。因此，总体而言，我不认为Palantir的利润率状况像许多人认为的那样毫无希望，我预计该公司将在2024年实现盈利。</blockquote></p><p> <b>Government Contract Wins</b></p><p><blockquote><b>赢得政府合同</b></blockquote></p><p> Moving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.</p><p><blockquote>展望未来，Palantir在获得政府合同方面做得非常好。考虑到广泛的资格标准、较长的周转时间和激烈的竞争，B2G合同通常很难赢得，但Palantir似乎已经找到了在政府业务方面取得成功的秘诀。对于外行人来说，第一季度其政府合同收入同比增长76%，约占公司总收入的61%。</blockquote></p><p> Unless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.</p><p><blockquote>除非公司在某个地方搞砸了，否则这些政府机构很可能会在内部推荐它用于各种应用。他们不必一次又一次地对Palantir进行资格认证，这些标准可能会迅速推动这些内部跨机构推荐，这些机构甚至可能会增加在现有合同上的支出。因此，Palantir只需要冲洗并重复其B2G（企业对政府）战略，其政府收入就可以继续快速增长。</blockquote></p><p> Palantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.</p><p><blockquote>到目前为止，Palantir在第二季度的政府业务方面也取得了稳步进展。其第二季度仍在进行中，但在撰写本文时，该公司从政府交易、协议和合同中承担了价值超过3600万美元的新当前行动义务，其中大部分尚未成为头条新闻。对于门外汉来说，新交易可能是对现有交易的补充，扩大了先前商定的可交付成果的范围，它可能是全新的，具有从几个月到几年的不同执行期和/或还具有附加的经常性收入流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/091203d7b476076ff008ca0c3b0f6ad2\" tg-width=\"640\" tg-height=\"352\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> So, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.</p><p><blockquote>因此，虽然有几个变量阻止我们可靠地估计这些交易的近期收入影响，但Palantir的长期股东应该感到放心，他们的公司在发展政府业务方面继续取得稳步进展。</blockquote></p><p> <b>Final Thoughts</b></p><p><blockquote><b>最后的想法</b></blockquote></p><p> Palantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.</p><p><blockquote>Palantir的股价目前约为过去12个月销售额的43倍，不可否认，按照传统标准，这一数字很高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40584e7d2ca5458e8609338887f80e2f\" tg-width=\"640\" tg-height=\"361\"><span>(Source: BusinessQuant.com)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：BusinessQuant.com）</span></p></blockquote></p><p> However, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.</p><p><blockquote>然而，其丰厚的估值本身不应成为熊市论点的基础。Palantir的估值倍数可能很高，但从上图中可以看出，其第一季度的收入增长率也高于大多数同行。</blockquote></p><p> So, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.</p><p><blockquote>因此，我认为该公司的快速收入增长（如上图所示）、本文讨论的定性增长催化剂以及相对安全的政府收入流证明了溢价是合理的。</blockquote></p><p></p><p> Keeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!</p><p><blockquote>考虑到这些因素，具有多年时间范围的投资者可能希望在潜在价格调整时增加对Palantir的投资。随着其增长催化剂最终实现以及公司接近盈利，该股可能会在未来2到3年内创下新高。祝你好运！</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4435125-palantir-the-untold-truth\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4435125-palantir-the-untold-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180977741","content_text":"Summary\n\nPalantir is often criticized for its lofty valuation multiples, stagnating customer base and its bleak margin profile.\nBut the company is actually doing well in terms of customer growth, margin expansion and government order wins.\nInvestors with a long-term time horizon may want to accumulate its shares on potential price corrections.\n\nC Flanigan/Getty Images Entertainment\nPalantir (PLTR) is lately being lambasted in various investing forums on speculative grounds such as how its growth momentum could fizzle out soon, how its margin profile is dragging the company down and that the stock doesn’t justify its price premium. But the company isn't as bad. On the contrary, the data analytics firm is performing well on several parameters – such as customer growth, government order wins and margin expansion – which should come as an encouraging sign for its long-side investors and dispel such speculative bearish narratives. Let's take a closer look.\nRapid Customer Growth\nBears have been criticizing Palantir for its bespoke functionality ever since it went public. Its platforms involve customization for various workflows and customer needs, so bears feel the company faces difficulty in onboarding several customers at once and as a result, it’s bottlenecked and its growth momentum can fizzle out. While I respect contrasting opinions, fact of the matter here is that Palantir doesn’t seem to be struggling with customer adds.\nThe company’s customer count increased by over 7% on a sequential basis in Q1 2021. Our database at Business Quant reveals that this pace of growth is actually higher than that reported by some of the other renowned names in the software application and infrastructure industries. This immediately dispels the narrative that Palantir faces difficulty in scaling customer relationships due to its bespoke features, whenit's performing better than peers in this regard.\n\nThe company’s elevated pace of customer additions shouldn’t come as a surprise to my readers. I’ve explained in my prior articles how the company is undertaking a slew of measures – such as adopting a customer-friendly payment model, ramping up its sales function and introducing free trials for major enterprises – to expand its customer base. These initiatives were announced only a few months ago, and will continue for the rest of FY21, so I expect Palantir to continue adding customers at a rapid rate in near future as well.\nHaving said that, there’s no denying that Palantir’s customer base isn’t as sizable as some of its peers, but that’s also where its growth opportunity lies. It suggests that Palantir is yet to penetrate its target market in a big way and that its lower base effect makes it easier for the company to continue expanding its customer base at elevated rates.\nThere are broadly four takeaways here, which, by the way, the bears seem to discount time and again. These are:\n\nPalantir's target market isn't saturated yet and it can still find new customers with ease,\nThese new customers are bound to lift the company’s revenue higher in 2021 by a varied magnitude, depending on their contract value,\nIf these are recurring contracts, then that’s going to boost Palantir’s future revenue projections and guidance,\nIf these new customers eventually ramp up their spend, then that's also going to boost Palantir’s future cash flows.\n\nRegarding the last bullet, it's worth noting that Palantir’s top 20 customers, in general, have significantly ramped up their spending on the company’s data analytics platforms in each of the last 10 years. This new batch of customers, and any future customer additions, could also go through this spending expansion phase in the subsequent years and gradually boost Palantir’s revenue along the way. So, we must give due importance to its rapid pace of customer adds and not take it lightly.\n(Source: BusinessQuant.com)\nMargin Expansion\nAnother issue with assessing Palantir’s growth prospects is that the company isn’t profitable yet. While some feel the stock will remain subdued due to its weak margin profile, others feel it can collapse down to single digits. The frustration is understandable given the company posted a net loss of $0.07 per share in its most recent quarter.\n(Source:Seeking Alpha)\nBut I wanted to see for myself if Palantir’s margin profile was actually as hopeless as many believe it to be. So, I compiled the margin profiles for about 90 software infrastructure stocks listed on US bourses. There's no denying that the company's net profit margin is in the red. But what's surprising here is that Palantir had actually posted one of the highest sequential net margin expansions in Q1, in its peer group. To the best of my knowledge, this aspect of Palantir’s business hasn’t been discussed on any investing forum.\n(Source: BusinessQuant.com)\nThe company may not have been profitable so far, but that doesn’t mean it will remain unprofitable in the future as well. If its recent pace of margin expansion continues in the next several quarters, the company could become profitable in the next 2 to 3 years without sacrificing on its growth momentum. So, let’s give credit where it’s due. The community of professional analysts also shares this line of thought and projects Palantir's margin profile to materially improve going forward.\n(Source:MarketScreener)\nBesides, with public shareholding involved now, its management is likely to be under constant pressure to deliver breakneck revenue growth rates, and/or achieve profitability in the near future, or risk being voted out of their positions. This pressure may not have been as intense prior to its direct listing, when fewer shareholders were involved. So, overall, I don’t think Palantir’s margin profile is hopeless as many believe it to be, and I expect the company to become profitable by 2024.\nGovernment Contract Wins\nMoving on, Palantir has been doing extremely well when it comes to securing government contracts. B2G contracts are generally tough to win – given the extensive qualification criteria, long turnaround times and heightened competition – but Palantir seems to have the figured out recipe for success on the government side of its business. For the uninitiated, its revenue from government contracts rose 76% year over year, accounted for about 61% of the company's overall revenue, in Q1.\nUnless the company botches up somewhere, these government agencies are likely going to internally recommend it for varied applications. They won’t have to qualify Palantir time and again for several criteria which could drive these internal cross-agency referrals in a speedy manner and these agencies might even ramp up their spending in pre-existing contracts. So, Palantir just needs to rinse-and-repeat its B2G (Business-to-Government) strategy, and its government revenue could continue growing rapidly.\nPalantir has also made steady progress with regards to its government business so far in Q2. Its Q2 is still ongoing, but at the time of this writing, the company has over $36 million worth of new current action obligations from government deals, agreements and contracts, most of which haven’t made the headlines. For the uninitiated, a new deal could be an addition to pre-existing deal, expand the scope of previously agreed upon deliverables, it could be entirely new in nature, have varied execution periods that span from months to years and/or also have a recurring revenue stream attached to it.\n(Source: BusinessQuant.com)\nSo, while there are several variables that prevent us from reliably estimating the near-term revenue impact from these deals, Palantir’s shareholders with a long-term time horizon should feel reassured that their company continues to make steady progress towards growing its government business.\nFinal Thoughts\nPalantir’s shares are currently trading at about 43-times its trailing twelve-month sales which is, undeniably, high by conventional standards.\n(Source: BusinessQuant.com)\nHowever, its rich valuations alone shouldn't be the basis of a bear thesis. Palantir's valuation multiples may be high, but note from the chart above thatits revenue growth rate in Q1 was also higher than most of its peers.\nSo, I believe the price premium is justified by the company’s rapid pace of revenue growth (illustrated in the chart above), its qualitative growth catalysts discussed in this article and its relatively secure government revenue stream.\nKeeping these factors in mind, investors with a multi-year time horizon may want to increase exposure to Palantir on potential price corrections. The stock is likely to reach new highs as its growth catalysts eventually materialize, and as the company approaches profitability, in the next 2 to 3 years. Good Luck!","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108135797,"gmtCreate":1620004200719,"gmtModify":1631889102642,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Nicee","listText":"Nicee","text":"Nicee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108135797","repostId":"1135819410","repostType":4,"repost":{"id":"1135819410","kind":"news","pubTimestamp":1619999342,"share":"https://www.laohu8.com/m/news/1135819410?lang=zh_CN&edition=full","pubTime":"2021-05-03 07:49","market":"us","language":"en","title":"Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135819410","media":"Barrons","summary":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their fi","content":"<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二情况有所好转：动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后，Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%，经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65，与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后，预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6，比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%，而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</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>Uber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber, Pfizer, PayPal, T-Mobile, ViacomCBS, General Motors, and Other Stocks for Investors to Watch This Week<blockquote>Uber、辉瑞、PayPal、T-Mobile、ViacomCBS、General Motors等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-05-03 07:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s another packed week of earnings reports, with 130 S&amp;P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday:&nbsp;Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.</p><p><blockquote>又是财报密集的一周，130家标普500公司即将发布第一季度业绩。雅诗兰黛是周一的亮点之一，周二情况有所好转：动视暴雪、CVS Health、杜邦、辉瑞和T-Mobile US均报告。</blockquote></p><p>On Wednesday,&nbsp;Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings.&nbsp;Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on&nbsp;Friday.</p><p><blockquote>周三，Barrick Gold、Booking Holdings、General Motors、PayPal控股和Uber Technologies将发布财报。百威英博、Moderna、再生元制药、Square和ViacomCBS将于周四发布。最后，Cigna将于周五结束这一周。</blockquote></p><p><img src=\"https://static.tigerbbs.com/e1a866fbe5118566e68842053d76e2b9\" tg-width=\"1382\" tg-height=\"750\"></p><p><blockquote></blockquote></p><p>On the economic calendar this week, the&nbsp;main event will jobs Friday.&nbsp;The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.</p><p><blockquote>在本周的经济日历上，主要事件将是周五的就业。美国劳工统计局预计将报告4月份非农就业人数增加97.5万人，失业率为5.8%，低于一个月前的6%。</blockquote></p><p>Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its&nbsp;Services equivalent on Wednesday.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的4月份制造业采购经理人指数和周三公布的服务业采购经理人指数。</blockquote></p><p>Enterprise Products Partners&nbsp;and Estée Lauder release earnings.</p><p><blockquote>企业产品合作伙伴和雅诗兰黛发布收益。</blockquote></p><p>Merck and&nbsp;Public Storage&nbsp;hold virtual investor days.</p><p><blockquote>默克和Public Storage举办虚拟投资者日。</blockquote></p><p><b>The Census Bureau</b>&nbsp;reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.</p><p><blockquote><b>人口普查局</b>报告三月份建筑支出数据。市场普遍预计建筑支出环比增长0.6%，经季节调整后的年率为1.53万亿美元。</blockquote></p><p><b>The Institute for Supply</b>&nbsp;Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.</p><p><blockquote><b>供应研究所</b>管理层发布四月份制造业采购经理人指数。经济学家预测为65，与3月份的数据大致持平。3月份的读数是该指数自1983年12月以来的最高值。</blockquote></p><p><b>Tuesday 5/4</b></p><p><blockquote><b>星期二5/4</b></blockquote></p><p>Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.</p><p><blockquote>动视暴雪、康菲石油公司、康明斯、CVS Health、Dominion Energy、杜邦、伊顿、辉瑞、Sysco和T-Mobile US报告季度业绩。</blockquote></p><p>Eli Lilly&nbsp;holds a conference call to discuss its sustainability initiatives.</p><p><blockquote>礼来公司召开电话会议讨论其可持续发展计划。</blockquote></p><p>Union Pacific&nbsp;holds its 2021 virtual investor day.</p><p><blockquote>联合太平洋公司举办2021年虚拟投资者日。</blockquote></p><p><b>Wednesday 5/5</b></p><p><blockquote><b>星期三5/5</b></blockquote></p><p>Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.</p><p><blockquote>Barrick Gold、Booking Holdings、BorgWarner、Emerson Electric、General Motors、Hilton Worldwide Holdings、Novo Nordisk、PayPal控股和Uber Technologies发布财报。</blockquote></p><p><b>ADP releases</b>&nbsp;its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.</p><p><blockquote><b>ADP释放</b>四月份全国就业报告。继3月份增加517,000个工作岗位后，预计私营部门就业岗位将增加762,500个。</blockquote></p><p><b>ISM releases</b>&nbsp;its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.</p><p><blockquote><b>ISM版本</b>4月份服务业PMI。普遍的看涨期权为64.6，比3月份的数据高出一个百分点。3月份的读数是该指数的历史新高。</blockquote></p><p><b>Thursday 5/6</b></p><p><blockquote><b>星期四5/6</b></blockquote></p><p>Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and&nbsp;Zoetishold conference calls to discuss quarterly results.</p><p><blockquote>百威英博、Becton Dickinson、Expedia Group、富达国家信息服务公司、家乐氏、林德、大都会人寿、Moderna、再生元制药、Square、ViacomCBS和Zoetishold在评级召开会议讨论季度业绩。</blockquote></p><p><b>The Department of Labor</b>&nbsp;reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.</p><p><blockquote><b>劳工部</b>报告截至5月1日当周首次申请失业救济人数。4月份平均每周初请失业金人数为611,750人，处于去年3月以来的最低水平。</blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.</p><p><blockquote><b>劳工局</b>统计数据报告了第一季度的劳动力成本和生产率。预计经季节调整后的生产率年增长率为2.2%，而2020年第四季度为下降4.2%。单位劳动力成本在此前上涨6%后预计将下降0.4%。</blockquote></p><p><b>Friday 5/7</b></p><p><blockquote><b>星期五5/7</b></blockquote></p><p><b>The Bureau of Labor</b>&nbsp;Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.</p><p><blockquote><b>劳工局</b>统计局发布四月份就业报告。经济学家预测非农就业人数将增加975,000人。失业率预计将从6%小幅降至5.8%。</blockquote></p><p>Cigna and&nbsp;<b>Liberty Media</b>&nbsp;report earnings.</p><p><blockquote>信诺和<b>自由媒体</b>报告收益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UBER":"优步",".DJI":"道琼斯","TMUS":"T-Mobile US Inc","PFE":"辉瑞","PYPL":"PayPal",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","GM":"通用汽车"},"source_url":"https://www.barrons.com/articles/uber-pfizer-paypal-t-mobile-viacomcbs-general-motors-and-other-stocks-for-investors-to-watch-this-week-51619982000?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135819410","content_text":"It’s another packed week of earnings reports, with 130 S&P 500 companies on deck to release their first-quarter results. Estée Lauder is among Monday’s highlights, before things pick up on Tuesday: Activision Blizzard, CVS Health, DuPont, Pfizer, and T-Mobile US all report.On Wednesday, Barrick Gold, Booking Holdings, General Motors, PayPal Holdings, and Uber Technologies release earnings. Anheuser-Busch InBev, Moderna, Regeneron Pharmaceuticals, Square, and ViacomCBS go on Thursday. And finally, Cigna closes the week on Friday.On the economic calendar this week, the main event will jobs Friday. The Bureau of Labor Statistics is forecast to report a gain of 975,000 nonfarm payrolls in April, and an unemployment rate of 5.8%—down from 6% a month earlier.Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for April on Monday and its Services equivalent on Wednesday.Enterprise Products Partners and Estée Lauder release earnings.Merck and Public Storage hold virtual investor days.The Census Bureau reports construction-spending data for March. Consensus estimate is for a 0.6% month-over-month increase in construction spending to a seasonally adjusted annual rate of $1.53 trillion.The Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for April. Economists forecast a 65 reading, roughly even with the March figure. The March reading was the highest for the index since December 1983.Tuesday 5/4Activision Blizzard,ConocoPhillips, Cummins, CVS Health,Dominion Energy,DuPont, Eaton, Pfizer,Sysco,and T-Mobile US report quarterly results.Eli Lilly holds a conference call to discuss its sustainability initiatives.Union Pacific holds its 2021 virtual investor day.Wednesday 5/5Barrick Gold, Booking Holdings,BorgWarner,Emerson Electric,General Motors,Hilton Worldwide Holdings,Novo Nordisk,PayPal Holdings, and Uber Technologies release earnings.ADP releases its National Employment Report for April. Expectations are for a gain of 762,500 jobs in private-sector employment after a 517,000 increase in March.ISM releases its Services PMI for April. The consensus call is for a 64.6 reading, a tick higher than the March data. The March reading was an all-time high for the index.Thursday 5/6Anheuser-Busch InBev,Becton Dickinson,Expedia Group,Fidelity National Information Services,Kellogg, Linde,MetLife,Moderna, Regeneron Pharmaceuticals, Square, ViacomCBS, and Zoetishold conference calls to discuss quarterly results.The Department of Labor reports initial jobless claims for the week ending on May 1. Initial jobless claims have averaged 611,750 a week in April and are at their lowest level since March of last year.The Bureau of Labor Statistics reports labor costs and productivity for the first quarter. Expectations are for a seasonally adjusted annual rate of 2.2% productivity growth, compared with a 4.2% decline in the fourth quarter of 2020. Unit labor costs are seen falling 0.4% after rising 6% previously.Friday 5/7The Bureau of Labor Statistics releases the jobs report for April. Economists forecast a gain of 975,000 in nonfarm payroll employment. The unemployment rate is expected to edge down to 5.8% from 6%.Cigna and Liberty Media report earnings.","news_type":1,"symbols_score_info":{".SPX":0.9,"VIACP":0.9,"TMUS":0.9,"UBER":0.9,"PFE":0.9,".DJI":0.9,".IXIC":0.9,"GM":0.9,"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":196115844,"gmtCreate":1621036020588,"gmtModify":1631889102625,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196115844","repostId":"2135710626","repostType":4,"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129360687,"gmtCreate":1624359775449,"gmtModify":1631889102601,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"To the mooon","listText":"To the mooon","text":"To the mooon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/129360687","repostId":"1128168014","repostType":4,"isVote":1,"tweetType":1,"viewCount":2042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376554865,"gmtCreate":1619138426457,"gmtModify":1631889102645,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Ooooo","listText":"Ooooo","text":"Ooooo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376554865","repostId":"1143429933","repostType":4,"repost":{"id":"1143429933","kind":"news","pubTimestamp":1619135800,"share":"https://www.laohu8.com/m/news/1143429933?lang=zh_CN&edition=full","pubTime":"2021-04-23 07:56","market":"us","language":"en","title":"Semiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143429933","media":"The Street","summary":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more ","content":"<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to&nbsp;Jim Cramer, the founder of TheStreet.&nbsp;Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p><blockquote>查看英伟达、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。TheStreet创始人吉姆·克莱默(Jim Cramer)表示，汽车行业的芯片短缺只会恶化。克莱默一直高度关注半导体行业随着芯片短缺影响整体市场。</blockquote></p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p><blockquote>上周，乔·拜登总统在白宫主持了一次半导体峰会，讨论影响包括汽车行业在内的许多行业的短缺问题。</blockquote></p><p>Cramer noted ina column for Real Money&nbsp;this past week,&nbsp;\"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p><blockquote>克莱默上周在《Real Money》专栏中指出，“根本没有足够的机器来制造更多芯片，尽管它们几乎全天候工作。”</blockquote></p><p>\"You think that the stocks of Applied Materials&nbsp;(<b>AMAT</b>) -Get Report, KLA Corporation&nbsp;(<b>KLA</b>), and Lam Research&nbsp;(<b>LRCX</b>) -Get Report&nbsp;would be this high otherwise?\"he added.</p><p><blockquote>“你认为应用材料的股票（<b>阿马特</b>)-Get报告，KLA公司(<b>KLA</b>），以及泛林研究（<b>LRCX</b>）-否则Get报告会这么高？”他补充道。</blockquote></p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p><blockquote>泛林研究周三公布了创纪录的第三财季业绩，超出了分析师的预期。这家半导体设备制造商报告称，截至3月份的季度调整后收益为7.49美元，营收为38.5亿美元。FactSet调查的分析师预计调整后每股收益为6.62美元，营收为37.2亿美元。</blockquote></p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\"&nbsp;said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p><blockquote>Lam Research总裁兼首席执行官蒂姆·阿彻(Tim Archer)在一份声明中表示：“半导体的战略相关性正在达到新的高度，而Lam满足客户扩展挑战的差异化能力使我们在强劲的晶圆制造支出环境中处于有利地位。”</blockquote></p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM&nbsp;(<b>GM</b>) -Get Report&nbsp;and Ford's&nbsp;(<b>F</b>) -Get Report&nbsp;problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><blockquote>上周早些时候，在<i>街头直播</i>，克莱默说，“我们不能因为通用汽车（<b>GM</b>）-获取报告和福特的（<b>F</b>）-获取一些芯片公司的报告问题。我希望拜登总统游说所有芯片公司制造我们需要的芯片。是时候了。”</blockquote></p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p><blockquote><i>有关半导体行业的更深入报道，包括交易建议和投资策略，请关注Eric Jhonsa的Real Money。</i></blockquote></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至4月21日星期三收盘时的百分比变化表现：</blockquote></p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p><blockquote><b>英伟达公司|-0.46%5天</b></blockquote></p><p>Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p><blockquote>英伟达(<b>NVDA</b>)-英国数字、文化、媒体和体育大臣奥利弗·道登(Oliver Dowden)表示监管机构正在干预这家半导体公司收购Arm Ltd的提议后，Get报告周一股价承压。</blockquote></p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p><blockquote>出于国家安全考虑，英国政府正在考虑这家位于加州圣克拉拉的公司提出的以400亿美元从软银集团SFTBY手中收购这家英国芯片设计公司的提议</blockquote></p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p><blockquote>上次检查时，英伟达股价下跌2.7%，至619.47美元，但该公司最近表现火爆，并受到分析师的赞扬。例如，Raymond James分析师最近将目标价从700美元上调至750美元，因为他们关注企业支出和Nvidia新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p><b>Qualcomm | +0.51% 5-Day</b></p><p><blockquote><b>高通|+0.51%5天</b></blockquote></p><p>Qualcomm&nbsp;(<b>QCOM</b>) -Get Report&nbsp;was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p><blockquote>高通(<b>QCOM</b>)-Get Report周一下跌2.8%，至134.30美元，此前Susquehanna分析师在对半导体行业的看跌报告中下调了该芯片制造商的股票评级。</blockquote></p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p><blockquote>高通从正面下调至中性，目标价也从每股175美元下调至155美元。</blockquote></p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p><blockquote>该公司还表示，半导体行业的短缺可能会导致客户积累库存或重复订单，这可能会导致无法反映真实需求的过度出货。</blockquote></p><p>Qualcomm&nbsp;announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p><blockquote>高通上周宣布，将于4月28日星期三发布2021财年第二季度财务业绩。</blockquote></p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B。</blockquote></p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p><blockquote><b>恩智浦半导体|+0.22%5天</b></blockquote></p><p>Nxp Semiconductors&nbsp;(<b>NXPI</b>) -Get Report&nbsp;wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-上周，摩根士丹利分析师将跑赢大盘的Get Report评级下调至同等权重。该投资公司将该公司的目标股价从每股190美元上调至213美元。</blockquote></p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&amp;P 500 by 160%, driven by itsinclusion into the S&amp;P index in March. That rise gives NXP less room to run higher.</p><p><blockquote>根据摩根士丹利的数据，恩智浦在3月份被纳入标准普尔指数的推动下，其表现优于基础广泛的供应商115%，优于标普500 160%。这一上涨使得恩智浦走高的空间较小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B-。</blockquote></p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p><blockquote><b>Advanced Micro Devices|+3.23%5天</b></blockquote></p><p>Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-据TheStreet的布雷特·肯威尔(Bret Kenwell)称，Get Report的交易表现良好，这可能得益于Nvidia的势头。</blockquote></p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p><blockquote>该公司上周宣布，将于4月27日星期二收盘后公布2021年第一季度财务业绩。</blockquote></p><p>The chipmaker's $35 billion deal to acquire Xilinx&nbsp;(<b>XLNX</b>) -Get Report&nbsp;was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p><blockquote>该芯片制造商以350亿美元收购Xilinx（<b>XLNX</b>)-Get报告已获得两家芯片制造商股东的批准。根据条款，AMD将为每股Xilinx股票支付1.7234股。</blockquote></p><p></p><p>TheStreet Quant Ratings rates AMD&nbsp;as a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMD评级为买入，评级为B。</blockquote></p><p><b>Intel | -1.24% 5-Day</b></p><p><blockquote><b>英特尔|-1.24%5天</b></blockquote></p><p>Officials from Intel&nbsp;(<b>INTC</b>) -Get Report, Microsoft&nbsp;(<b>MSFT</b>) -Get Report, Alphabet&nbsp;(<b>GOOGL</b>) -Get Report, and General Motors&nbsp;(<b>GM</b>) -Get Report&nbsp;met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p><blockquote>英特尔官员（<b>INTC</b>)-获取报告，微软(<b>MSFT</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，和通用汽车(<b>GM</b>)-Get Report本月早些时候与白宫会面，讨论全球半导体短缺对美国制造商的影响。</blockquote></p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p><blockquote>上个月，英特尔表示将在亚利桑那州建造两家新的芯片工厂，这家曾经占据主导地位的芯片制造商试图在美国重新获得动力和青睐。</blockquote></p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM&nbsp;(<b>IBM</b>) -Get Report&nbsp;-- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>该公司计划发展成为下一代计算机和智能手机芯片的设计者和制造商，同时开发新业务——这在一定程度上要归功于与IBM的开发合作伙伴关系（<b>IBM</b>）-获取报告-允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p><blockquote><b>台积电|-3.43%5天</b></blockquote></p><p>Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) -Get Report&nbsp;boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p><blockquote>台积电(<b>TSM</b>)-Get Report于3月31日提高了近期投资计划，承诺在未来三年内斥资1000亿美元提高产能，其中包括此前宣布将在亚利桑那州建设的一家工厂。</blockquote></p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p><blockquote>该公司将资本支出从280亿美元增加到300亿美元。</blockquote></p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p><blockquote>“你们的状况很好。我会在这个水平上购买它，”吉姆·克莱默上周谈到该公司时说道。</blockquote></p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p><b>Broadcom | -4.32% 5-Day</b></p><p><blockquote><b>博通|-4.32%5天</b></blockquote></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as&nbsp;Disney&nbsp;(<b>DIS</b>) -Get Report, Alphabet&nbsp;(<b>GOOGL</b>) -Get Report, and Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;are down.\"We need those to reverse,\" he said.</p><p><blockquote>克莱默周三表示，他很担心，因为迪士尼等一些通常稳定的股票（<b>说</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，以及Broadcom(<b>AVGO</b>）-获取报告已关闭。“我们需要扭转这些局面，”他说。</blockquote></p><p>Analysts at Deutsche Bank initiated coverage of the&nbsp;cybersecurity company&nbsp;CrowdStrike&nbsp;(<b>CRWD</b>) -Get Report&nbsp;with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p><blockquote>德意志银行分析师开始报道网络安全公司CrowdStrike（<b>CRWD</b>)-获取具有买入评级和265美元目标价的报告。该公司预计CrowdStrike将继续获得博通等知名新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为A-。</blockquote></p><p><b>Micron Technology | -1.86% 5-Day</b></p><p><blockquote><b>美光科技|-1.86%5天</b></blockquote></p><p>Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report公布的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后的收益从去年同期的每股45美分增长了一倍多，达到每股98美分。</blockquote></p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p><blockquote><b>德州仪器|-1.37%5天</b></blockquote></p><p>Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p><blockquote>德州仪器（<b>TXN</b>)-Get Report将于4月27日星期二网络直播其2021年第一季度收益电话会议。</blockquote></p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p><blockquote>高级副总裁兼首席财务官Rafael Lizardi和副总裁兼投资者关系主管Dave Pahl将讨论TI的财务业绩并回答投资者观众的问题。</blockquote></p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSemiconductor Watchlist: AMD Shares Soar Amid Shortage<blockquote>半导体观察名单：AMD股价在短缺中飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-04-23 07:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to&nbsp;Jim Cramer, the founder of TheStreet.&nbsp;Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.</p><p><blockquote>查看英伟达、高通、恩智浦、博通、台积电和更多半导体股票的买入或卖出建议。TheStreet创始人吉姆·克莱默(Jim Cramer)表示，汽车行业的芯片短缺只会恶化。克莱默一直高度关注半导体行业随着芯片短缺影响整体市场。</blockquote></p><p>This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.</p><p><blockquote>上周，乔·拜登总统在白宫主持了一次半导体峰会，讨论影响包括汽车行业在内的许多行业的短缺问题。</blockquote></p><p>Cramer noted ina column for Real Money&nbsp;this past week,&nbsp;\"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"</p><p><blockquote>克莱默上周在《Real Money》专栏中指出，“根本没有足够的机器来制造更多芯片，尽管它们几乎全天候工作。”</blockquote></p><p>\"You think that the stocks of Applied Materials&nbsp;(<b>AMAT</b>) -Get Report, KLA Corporation&nbsp;(<b>KLA</b>), and Lam Research&nbsp;(<b>LRCX</b>) -Get Report&nbsp;would be this high otherwise?\"he added.</p><p><blockquote>“你认为应用材料的股票（<b>阿马特</b>)-Get报告，KLA公司(<b>KLA</b>），以及泛林研究（<b>LRCX</b>）-否则Get报告会这么高？”他补充道。</blockquote></p><p>Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.</p><p><blockquote>泛林研究周三公布了创纪录的第三财季业绩，超出了分析师的预期。这家半导体设备制造商报告称，截至3月份的季度调整后收益为7.49美元，营收为38.5亿美元。FactSet调查的分析师预计调整后每股收益为6.62美元，营收为37.2亿美元。</blockquote></p><p>“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\"&nbsp;said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.</p><p><blockquote>Lam Research总裁兼首席执行官蒂姆·阿彻(Tim Archer)在一份声明中表示：“半导体的战略相关性正在达到新的高度，而Lam满足客户扩展挑战的差异化能力使我们在强劲的晶圆制造支出环境中处于有利地位。”</blockquote></p><p>Earlier this past week, on<i>TheStreet Live</i>, Cramer said, \"We can't have people laid off or out of work because of GM&nbsp;(<b>GM</b>) -Get Report&nbsp;and Ford's&nbsp;(<b>F</b>) -Get Report&nbsp;problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"</p><p><blockquote>上周早些时候，在<i>街头直播</i>，克莱默说，“我们不能因为通用汽车（<b>GM</b>）-获取报告和福特的（<b>F</b>）-获取一些芯片公司的报告问题。我希望拜登总统游说所有芯片公司制造我们需要的芯片。是时候了。”</blockquote></p><p><i>For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.</i></p><p><blockquote><i>有关半导体行业的更深入报道，包括交易建议和投资策略，请关注Eric Jhonsa的Real Money。</i></blockquote></p><p>Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:</p><p><blockquote>以下是值得关注的半导体股票列表及其截至4月21日星期三收盘时的百分比变化表现：</blockquote></p><p><b>Nvidia Corp | -0.46% 5-Day</b></p><p><blockquote><b>英伟达公司|-0.46%5天</b></blockquote></p><p>Nvidia&nbsp;(<b>NVDA</b>) -Get Report&nbsp;shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.</p><p><blockquote>英伟达(<b>NVDA</b>)-英国数字、文化、媒体和体育大臣奥利弗·道登(Oliver Dowden)表示监管机构正在干预这家半导体公司收购Arm Ltd的提议后，Get报告周一股价承压。</blockquote></p><p>The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concerns</p><p><blockquote>出于国家安全考虑，英国政府正在考虑这家位于加州圣克拉拉的公司提出的以400亿美元从软银集团SFTBY手中收购这家英国芯片设计公司的提议</blockquote></p><p>Nvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.</p><p><blockquote>上次检查时，英伟达股价下跌2.7%，至619.47美元，但该公司最近表现火爆，并受到分析师的赞扬。例如，Raymond James分析师最近将目标价从700美元上调至750美元，因为他们关注企业支出和Nvidia新芯片的反弹。</blockquote></p><p>TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Nvidia评级为买入，评级为B。</blockquote></p><p><b>Qualcomm | +0.51% 5-Day</b></p><p><blockquote><b>高通|+0.51%5天</b></blockquote></p><p>Qualcomm&nbsp;(<b>QCOM</b>) -Get Report&nbsp;was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.</p><p><blockquote>高通(<b>QCOM</b>)-Get Report周一下跌2.8%，至134.30美元，此前Susquehanna分析师在对半导体行业的看跌报告中下调了该芯片制造商的股票评级。</blockquote></p><p>Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.</p><p><blockquote>高通从正面下调至中性，目标价也从每股175美元下调至155美元。</blockquote></p><p>The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.</p><p><blockquote>该公司还表示，半导体行业的短缺可能会导致客户积累库存或重复订单，这可能会导致无法反映真实需求的过度出货。</blockquote></p><p>Qualcomm&nbsp;announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.</p><p><blockquote>高通上周宣布，将于4月28日星期三发布2021财年第二季度财务业绩。</blockquote></p><p>TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将高通评级为买入，评级为B。</blockquote></p><p><b>Nxp Semiconductors | +0.22% 5-Day</b></p><p><blockquote><b>恩智浦半导体|+0.22%5天</b></blockquote></p><p>Nxp Semiconductors&nbsp;(<b>NXPI</b>) -Get Report&nbsp;wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.</p><p><blockquote>恩智浦半导体(<b>NXPI</b>)-上周，摩根士丹利分析师将跑赢大盘的Get Report评级下调至同等权重。该投资公司将该公司的目标股价从每股190美元上调至213美元。</blockquote></p><p>Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&amp;P 500 by 160%, driven by itsinclusion into the S&amp;P index in March. That rise gives NXP less room to run higher.</p><p><blockquote>根据摩根士丹利的数据，恩智浦在3月份被纳入标准普尔指数的推动下，其表现优于基础广泛的供应商115%，优于标普500 160%。这一上涨使得恩智浦走高的空间较小。</blockquote></p><p>TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.</p><p><blockquote>TheStreet Quant Ratings将恩智浦半导体评级为买入，评级为B-。</blockquote></p><p><b>Advanced Micro Devices | +3.23% 5-Day</b></p><p><blockquote><b>Advanced Micro Devices|+3.23%5天</b></blockquote></p><p>Advanced Micro Devices&nbsp;(<b>AMD</b>) -Get Report&nbsp;has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.</p><p><blockquote>先进微设备公司（<b>AMD</b>)-据TheStreet的布雷特·肯威尔(Bret Kenwell)称，Get Report的交易表现良好，这可能得益于Nvidia的势头。</blockquote></p><p>The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.</p><p><blockquote>该公司上周宣布，将于4月27日星期二收盘后公布2021年第一季度财务业绩。</blockquote></p><p>The chipmaker's $35 billion deal to acquire Xilinx&nbsp;(<b>XLNX</b>) -Get Report&nbsp;was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.</p><p><blockquote>该芯片制造商以350亿美元收购Xilinx（<b>XLNX</b>)-Get报告已获得两家芯片制造商股东的批准。根据条款，AMD将为每股Xilinx股票支付1.7234股。</blockquote></p><p></p><p>TheStreet Quant Ratings rates AMD&nbsp;as a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将AMD评级为买入，评级为B。</blockquote></p><p><b>Intel | -1.24% 5-Day</b></p><p><blockquote><b>英特尔|-1.24%5天</b></blockquote></p><p>Officials from Intel&nbsp;(<b>INTC</b>) -Get Report, Microsoft&nbsp;(<b>MSFT</b>) -Get Report, Alphabet&nbsp;(<b>GOOGL</b>) -Get Report, and General Motors&nbsp;(<b>GM</b>) -Get Report&nbsp;met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.</p><p><blockquote>英特尔官员（<b>INTC</b>)-获取报告，微软(<b>MSFT</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，和通用汽车(<b>GM</b>)-Get Report本月早些时候与白宫会面，讨论全球半导体短缺对美国制造商的影响。</blockquote></p><p>Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.</p><p><blockquote>上个月，英特尔表示将在亚利桑那州建造两家新的芯片工厂，这家曾经占据主导地位的芯片制造商试图在美国重新获得动力和青睐。</blockquote></p><p>The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM&nbsp;(<b>IBM</b>) -Get Report&nbsp;-- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>该公司计划发展成为下一代计算机和智能手机芯片的设计者和制造商，同时开发新业务——这在一定程度上要归功于与IBM的开发合作伙伴关系（<b>IBM</b>）-获取报告-允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p>TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将英特尔评级为买入，评级为A-。</blockquote></p><p><b>Taiwan Semiconductor Manufacturing | -3.43% 5-Day</b></p><p><blockquote><b>台积电|-3.43%5天</b></blockquote></p><p>Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) -Get Report&nbsp;boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.</p><p><blockquote>台积电(<b>TSM</b>)-Get Report于3月31日提高了近期投资计划，承诺在未来三年内斥资1000亿美元提高产能，其中包括此前宣布将在亚利桑那州建设的一家工厂。</blockquote></p><p>The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.</p><p><blockquote>该公司将资本支出从280亿美元增加到300亿美元。</blockquote></p><p>\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.</p><p><blockquote>“你们的状况很好。我会在这个水平上购买它，”吉姆·克莱默上周谈到该公司时说道。</blockquote></p><p>TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将TSMA评级为买入，评级为A。</blockquote></p><p><b>Broadcom | -4.32% 5-Day</b></p><p><blockquote><b>博通|-4.32%5天</b></blockquote></p><p>Cramer said Wednesday that he's worried because some typically stable stocks such as&nbsp;Disney&nbsp;(<b>DIS</b>) -Get Report, Alphabet&nbsp;(<b>GOOGL</b>) -Get Report, and Broadcom&nbsp;(<b>AVGO</b>) -Get Report&nbsp;are down.\"We need those to reverse,\" he said.</p><p><blockquote>克莱默周三表示，他很担心，因为迪士尼等一些通常稳定的股票（<b>说</b>)-获取报告，Alphabet(<b>GOOGL</b>)-获取报告，以及Broadcom(<b>AVGO</b>）-获取报告已关闭。“我们需要扭转这些局面，”他说。</blockquote></p><p>Analysts at Deutsche Bank initiated coverage of the&nbsp;cybersecurity company&nbsp;CrowdStrike&nbsp;(<b>CRWD</b>) -Get Report&nbsp;with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.</p><p><blockquote>德意志银行分析师开始报道网络安全公司CrowdStrike（<b>CRWD</b>)-获取具有买入评级和265美元目标价的报告。该公司预计CrowdStrike将继续获得博通等知名新客户。</blockquote></p><p>TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.</p><p><blockquote>TheStreet Quant Ratings将Broadcomas评级为买入，评级为A-。</blockquote></p><p><b>Micron Technology | -1.86% 5-Day</b></p><p><blockquote><b>美光科技|-1.86%5天</b></blockquote></p><p>Micron Technology&nbsp;(<b>MU</b>) -Get Report&nbsp;reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.</p><p><blockquote>美光科技(<b>穆</b>)-Get Report公布的第二财季收入和调整后收益超出了华尔街的预期。该公司调整后的收益从去年同期的每股45美分增长了一倍多，达到每股98美分。</blockquote></p><p>TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.</p><p><blockquote>TheStreet Quant Ratings将Micronas评为买入，评级为B。</blockquote></p><p><b>Texas Instruments | -1.37% 5-Day</b></p><p><blockquote><b>德州仪器|-1.37%5天</b></blockquote></p><p>Texas Instruments&nbsp;(<b>TXN</b>) -Get Report&nbsp;will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.</p><p><blockquote>德州仪器（<b>TXN</b>)-Get Report将于4月27日星期二网络直播其2021年第一季度收益电话会议。</blockquote></p><p>Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.</p><p><blockquote>高级副总裁兼首席财务官Rafael Lizardi和副总裁兼投资者关系主管Dave Pahl将讨论TI的财务业绩并回答投资者观众的问题。</blockquote></p><p>TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.</p><p><blockquote>TheStreet Quant Ratings将德州仪器评级为买入，评级为A。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","NXPI":"恩智浦","TXN":"德州仪器","MU":"美光科技","AMD":"美国超微公司","NVDA":"英伟达","INTC":"英特尔","QCOM":"高通"},"source_url":"https://www.thestreet.com/investing/semiconductor-watchlist-amd-shares-soar-amid-shortage","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143429933","content_text":"See buy or sell recommendations for Nvidia, Qualcomm, Nxp, Broadcom, Taiwan Semiconductor, and more semiconductor stocks.Chip shortages are only worsening in the auto sector, according to Jim Cramer, the founder of TheStreet. Cramer has been hyperfocused on the semiconductor sector as thechip shortage impacts the overall market.This past week, President Joe Biden hosted a semiconductor summit at the White House to discuss the shortage impacting many industries, including the auto industry.Cramer noted ina column for Real Money this past week, \"there simply aren't enough machines being made to create more chips, even as they are working pretty much around the clock to do so.\"\"You think that the stocks of Applied Materials (AMAT) -Get Report, KLA Corporation (KLA), and Lam Research (LRCX) -Get Report would be this high otherwise?\"he added.Lam Research reported record fiscal third-quarter results that beat analyst estimates on Wednesday. The semiconductor equipment maker reported adjusted earnings of $7.49 on revenues of $3.85 billion for its quarter ending in March. Analysts polled by FactSet were expecting adjusted earnings of $6.62 per share on revenues of $3.72 billion.“Semiconductors are reaching new heights of strategic relevance, and Lam’s differentiated ability to meet our customers’ scaling challenges positions us well amid a strong wafer fabrication spending environment,\" said Tim Archer, Lam Research’s President, and Chief Executive Officer, in a statement.Earlier this past week, onTheStreet Live, Cramer said, \"We can't have people laid off or out of work because of GM (GM) -Get Report and Ford's (F) -Get Report problems with a few chip companies. I hope that President Biden lobbies for all the chip companies to make the chips that we need. It's time.\"For more in-depth coverage of the semiconductor sector including trading recommendations and investment strategies,follow Eric Jhonsa on Real Money.Here is a list of the semiconductor stocks to watch and their performance by percentage change at the close of trading on Wednesday, Apr. 21:Nvidia Corp | -0.46% 5-DayNvidia (NVDA) -Get Report shares were pressured Monday after Oliver Dowden, the U.K.'s secretary of state for digital, culture, media, and sport, said regulators were intervening in thesemiconductor company's proposed acquisition of Arm Ltd.The British government is looking at the Santa Clara, Calif., company's proposed $40 billion purchase of the British chip designer from Softbank Group SFTBY due to national security concernsNvidia shares at the last check were down 2.7% to $619.47, but the company has been on fire lately and has drawn the praise of analysts. For instance, Raymond James analysts recentlyraised their price target to $750from $700 as they eye a rebound in enterprise spending and Nvidia’s new chip.TheStreet Quant Ratings rates Nvidiaas a Buy with a rating score of B.Qualcomm | +0.51% 5-DayQualcomm (QCOM) -Get Report was falling 2.8% to $134.30 Monday after analysts at Susquehannadowngraded shares of the chipmakerin a bearish note on the semiconductor sector.Qualcomm was cut to neutral from positiveand its price target was also reduced to $155 a share from $175.The firm also said thatshortages in the semiconductor industrycould lead customers to accumulate inventory or double order, which could lead to over shipments that do not reflect true demand.Qualcomm announced this past week that it will publish thefinancial results for its second-quarter fiscal 2021on Wednesday, Apr. 28.TheStreet Quant Ratings rates Qualcommas a Buy with a rating score of B.Nxp Semiconductors | +0.22% 5-DayNxp Semiconductors (NXPI) -Get Report wasdowngraded to equal-weightfrom overweight by analysts at Morgan Stanley this past week. The investment firm raised its price target on the company to $213 a share from $190.Nxp has outperformed broad-based suppliers by 115%, according to Morgan Stanley, and the S&P 500 by 160%, driven by itsinclusion into the S&P index in March. That rise gives NXP less room to run higher.TheStreet Quant Ratings rates NXP Semiconductorsas a Buy with a rating score of B-.Advanced Micro Devices | +3.23% 5-DayAdvanced Micro Devices (AMD) -Get Report has been trading well, likely on the back of Nvidia’s momentum, according to TheStreet's Bret Kenwell.The company announced this past week that it willreport first-quarter 2021 financial resultson Tuesday, Apr. 27 after the close of the market.The chipmaker's $35 billion deal to acquire Xilinx (XLNX) -Get Report was beenapproved by shareholders of both chipmakers. Under the terms, AMD will pay 1.7234 shares for each Xilinx share.TheStreet Quant Ratings rates AMD as a Buy with a rating score of B.Intel | -1.24% 5-DayOfficials from Intel (INTC) -Get Report, Microsoft (MSFT) -Get Report, Alphabet (GOOGL) -Get Report, and General Motors (GM) -Get Report met with the White House earlier this month to discuss the impact aglobal semiconductor shortageis having on U.S. manufacturers.Last month, Intel said it wouldbuild two new chip factoriesin Arizona, as the once-dominant chipmaker tries to regain momentum and favor in the U.S.The companyplans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM (IBM) -Get Report -- that allows other companies to use its Arizona hub to make their own semiconductors.TheStreet Quant Ratings rates Intelas a Buy with a rating score of A-.Taiwan Semiconductor Manufacturing | -3.43% 5-DayTaiwan Semiconductor Manufacturing (TSM) -Get Report boosted its near-term investment plans on Mar. 31,pledging to spend $100 billionover the next three years to increase production capacity, including a previously-announced factory it will build in Arizona.The companyboosted how much it will spend on CAPEXfrom $28 billion to $30 billion.\"You're in good shape there. I would buy it at these levels,\"Jim Cramer said of the company this past week.TheStreet Quant Ratings rates TSMas a Buy with a rating score of A.Broadcom | -4.32% 5-DayCramer said Wednesday that he's worried because some typically stable stocks such as Disney (DIS) -Get Report, Alphabet (GOOGL) -Get Report, and Broadcom (AVGO) -Get Report are down.\"We need those to reverse,\" he said.Analysts at Deutsche Bank initiated coverage of the cybersecurity company CrowdStrike (CRWD) -Get Report with a buy rating and $265 price target. The firm expects CrowdStrike tocontinue to land big-name new clients like Broadcom.TheStreet Quant Ratings rates Broadcomas a Buy with a rating score of A-.Micron Technology | -1.86% 5-DayMicron Technology (MU) -Get Report reported fiscal-second-quarter revenue and adjusted earnings thatexceeded Wall Street estimates. The company's adjusted earnings more than doubled to 98 cents a share from 45 cents a share in the year-earlier period.TheStreet Quant Ratings rates Micronas a Buy with a rating score of B.Texas Instruments | -1.37% 5-DayTexas Instruments (TXN) -Get Report will webcast itsfirst-quarter 2021 earnings conference callon Tuesday, Apr. 27.Rafael Lizardi, senior vice president, and chief financial officer, and Dave Pahl, vice president and head of Investor Relations, will discuss TI's financial results and answer questions from the investor audience.TheStreet Quant Ratings rates Texas Instrumentsas a Buy with a rating score of A.","news_type":1,"symbols_score_info":{"TSM":0.9,"TXN":0.9,"INTC":0.9,"QCOM":0.9,"AMD":0.9,"MU":0.9,"NXPI":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121994210,"gmtCreate":1624447905030,"gmtModify":1631889102599,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121994210","repostId":"1113795668","repostType":4,"isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105318732,"gmtCreate":1620269360126,"gmtModify":1631889102637,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"To the moon","listText":"To the moon","text":"To the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105318732","repostId":"1166400085","repostType":4,"repost":{"id":"1166400085","kind":"news","pubTimestamp":1620266265,"share":"https://www.laohu8.com/m/news/1166400085?lang=zh_CN&edition=full","pubTime":"2021-05-06 09:57","market":"us","language":"en","title":"U.S. SEC chair says reviewing short-selling, swap rules after GameStop, Archegos sagas<blockquote>美国证券交易委员会主席表示，在游戏驿站和Archegos传奇之后，将审查卖空和掉期规则</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166400085","media":"Reuters","summary":"The U.S. securities regulator is considering measures to require big investors to disclose more abou","content":"<p>The U.S. securities regulator is considering measures to require big investors to disclose more about short positions, or bets that stocks will fall, use of derivatives to bet on other stock moves and to protect small investors from trading apps that use features common to video games in order to boost risky trading activity.</p><p><blockquote>美国证券监管机构正在考虑采取措施，要求大投资者披露更多有关空头头寸或押注股票下跌、使用衍生品押注其他股票走势的信息，并保护小投资者免受使用视频游戏常见功能的交易应用程序的影响。以促进高风险交易活动。</blockquote></p><p>The review of rules by the Securities and Exchange Commission (SEC) was prompted by January's GameStop(GME.N)saga and the meltdown of Archegos Capital, its new chair plans to tell lawmakers.</p><p><blockquote>美国证券交易委员会(SEC)对规则的审查是由1月份的游戏驿站(GME.N)事件和Archegos Capital的崩溃引发的，其新任主席计划告诉立法者。</blockquote></p><p>Gary Gensler, sworn in last month as chair of the top markets watchdog, will testify before the House of Representatives Financial Services Committee on Thursday.</p><p><blockquote>上个月宣誓就任顶级市场监管机构主席的加里·詹斯勒(Gary Gensler)将于周四在众议院金融服务委员会作证。</blockquote></p><p>Democrats are pressuring him to take a tough stance on Wall Street after Gamestop’s fierce rally in January, fed by bullish posts on Reddit, and the March implosion of New Yorkinvestment fund Archegos.</p><p><blockquote>在游戏驿站(Elon Musk)1月份在Reddit上的看涨帖子的推动下大幅上涨以及纽约投资基金Archegos 3月份内爆后，民主党人正在向他施压，要求他对华尔街采取强硬立场。</blockquote></p><p>\"Whenever there are major market events, it's a good idea to consider what risks they might have placed on the entire financial system,\" Gensler will tell lawmakers, according to prepared testimony published by the committee on Wednesday.</p><p><blockquote>根据委员会周三公布的准备好的证词，詹斯勒将告诉立法者：“每当发生重大市场事件时，最好考虑一下它们可能给整个金融体系带来的风险。”</blockquote></p><p>SEC staff are working on potential measures, Gensler will say, including greater disclosure of \"short-selling,\" a strategy hedge funds and other big investors use to bet a stock will fall; increasing transparency around securities lending, which underpins short-selling; and new reporting rules for the \"total return\" equity swaps that felled Archegos, a family office.</p><p><blockquote>詹斯勒表示，美国证券交易委员会工作人员正在研究潜在的措施，包括更多地披露“卖空”，这是对冲基金和其他大型投资者用来押注股票下跌的策略；提高证券借贷的透明度，这是卖空的基础；以及导致家族办公室Archegos倒闭的“总回报”股权互换的新报告规则。</blockquote></p><p>In addition, Gensler has asked staff to draft a request for public input into how trading apps entice retail customers using game-like features such as points, rewards, bonuses, and competitions, according to his testimony.</p><p><blockquote>此外，根据詹斯勒的证词，他已要求工作人员起草一份请求，征求公众意见，了解交易应用程序如何使用积分、奖励、奖金和竞赛等类似游戏的功能来吸引零售客户。</blockquote></p><p>\"We need to ensure investors using apps with these types of features continue to be appropriately protected,\" he will say.</p><p><blockquote>“我们需要确保使用具有此类功能的应用程序的投资者继续得到适当的保护，”他将说。</blockquote></p><p>Gensler did not elaborate on the timing for any potential regulatory proposals, which typically must go through a lengthy rule-making process including public feedback.</p><p><blockquote>詹斯勒没有详细说明任何潜在监管提案的时间，这些提案通常必须经过漫长的规则制定过程，包括公众反馈。</blockquote></p><p>Shares of GameStop soared in January after retail investors congregating on Reddit and trading on low-cost brokerage platforms bought shares in the video game retailer, causing big losses for hedge funds that had shorted the stock.</p><p><blockquote>游戏驿站股价一月份飙升，此前散户投资者聚集在Reddit上并在低成本经纪平台上进行交易，购买了这家视频游戏零售商的股票，给做空该股的对冲基金造成了巨大损失。</blockquote></p><p>That episode was followed in March by the collapse of Archegos, whose soured media stock bets left the fund and banks that financed its trades nursing roughly $10 billion in losses.</p><p><blockquote>这一事件之后，Archegos在3月份倒闭，该公司对媒体股票的押注失败，导致该基金和为其交易提供资金的银行遭受了约100亿美元的损失。</blockquote></p><p>\"The professional investor community on Wall Street and Reddit rebellion of retail investors at home will be carefully listening to what the SEC chairman has to say about his thinking on how these financial activities are regulated,\" said Dennis Kelleher, chief executive of Washington-based Better Markets.</p><p><blockquote>华盛顿首席执行官丹尼斯·凯莱赫(Dennis Kelleher)表示：“华尔街的专业投资者群体和Reddit上国内散户投资者的反叛将仔细倾听美国证券交易委员会主席对如何监管这些金融活动的看法。”更好的市场。</blockquote></p><p>As volatility soared in January, retail broker Robinhood curbed buying in GameStop and other stocks because it could not provide the cash its clearinghouse, the Depository Trust &amp; Clearing Corp (DTCC), required to guarantee those trades during the two days it takes them to settle.</p><p><blockquote>随着1月份波动性飙升，零售经纪商Robinhood限制了游戏驿站和其他股票的购买，因为它无法提供其清算所Depository Trust&amp;Clearing Corp(DTCC)所需的现金，以在交易结束的两天内为这些交易提供担保。</blockquote></p><p>Gensler has directed SEC staff to draft a proposal on expediting the settlement process to reduce system risks, according to his testimony.</p><p><blockquote>根据Gensler的证词，他已指示SEC工作人员起草一份关于加快结算流程以降低系统风险的提案。</blockquote></p><p>The heads of the DTCC and the Financial Industry Regulatory Authority, which oversees brokers, will testify alongside Gensler.</p><p><blockquote>DTCC和负责监管经纪人的金融业监管局的负责人将与Gensler一起作证。</blockquote></p><p>Gensler’s promises to Congress spell disruption for Wall Street. The SEC is also cracking down on special purpose acquisition company or“SPAC” mergers, and drafting new climate change risk disclosure rules, issues Gensler is also likely to be grilled on.</p><p><blockquote>詹斯勒对国会的承诺意味着华尔街的混乱。SEC还在打击特殊目的收购公司或“SPAC”合并，并起草新的气候变化风险披露规则，Gensler也可能受到盘问。</blockquote></p><p>“We wouldn’t be surprised to see members use the opportunity to press their interest for and against climate change regulatory changes, for revisions to family office rules, and more,” said Ty Gellasch, head of Washington-based Healthy Markets.</p><p><blockquote>总部位于华盛顿的Healthy Markets主管泰·盖拉施(Ty Gellasch)表示：“如果会员利用这个机会表达他们对气候变化监管变革、修改家族理财室规则等的兴趣，我们不会感到惊讶。”</blockquote></p><p>“They could fill seven hearings with Chair Gensler’s to-do list.”</p><p><blockquote>“他们可以用詹斯勒主席的待办事项清单填满七场听证会。”</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>U.S. SEC chair says reviewing short-selling, swap rules after GameStop, Archegos sagas<blockquote>美国证券交易委员会主席表示，在游戏驿站和Archegos传奇之后，将审查卖空和掉期规则</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. SEC chair says reviewing short-selling, swap rules after GameStop, Archegos sagas<blockquote>美国证券交易委员会主席表示，在游戏驿站和Archegos传奇之后，将审查卖空和掉期规则</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-05-06 09:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The U.S. securities regulator is considering measures to require big investors to disclose more about short positions, or bets that stocks will fall, use of derivatives to bet on other stock moves and to protect small investors from trading apps that use features common to video games in order to boost risky trading activity.</p><p><blockquote>美国证券监管机构正在考虑采取措施，要求大投资者披露更多有关空头头寸或押注股票下跌、使用衍生品押注其他股票走势的信息，并保护小投资者免受使用视频游戏常见功能的交易应用程序的影响。以促进高风险交易活动。</blockquote></p><p>The review of rules by the Securities and Exchange Commission (SEC) was prompted by January's GameStop(GME.N)saga and the meltdown of Archegos Capital, its new chair plans to tell lawmakers.</p><p><blockquote>美国证券交易委员会(SEC)对规则的审查是由1月份的游戏驿站(GME.N)事件和Archegos Capital的崩溃引发的，其新任主席计划告诉立法者。</blockquote></p><p>Gary Gensler, sworn in last month as chair of the top markets watchdog, will testify before the House of Representatives Financial Services Committee on Thursday.</p><p><blockquote>上个月宣誓就任顶级市场监管机构主席的加里·詹斯勒(Gary Gensler)将于周四在众议院金融服务委员会作证。</blockquote></p><p>Democrats are pressuring him to take a tough stance on Wall Street after Gamestop’s fierce rally in January, fed by bullish posts on Reddit, and the March implosion of New Yorkinvestment fund Archegos.</p><p><blockquote>在游戏驿站(Elon Musk)1月份在Reddit上的看涨帖子的推动下大幅上涨以及纽约投资基金Archegos 3月份内爆后，民主党人正在向他施压，要求他对华尔街采取强硬立场。</blockquote></p><p>\"Whenever there are major market events, it's a good idea to consider what risks they might have placed on the entire financial system,\" Gensler will tell lawmakers, according to prepared testimony published by the committee on Wednesday.</p><p><blockquote>根据委员会周三公布的准备好的证词，詹斯勒将告诉立法者：“每当发生重大市场事件时，最好考虑一下它们可能给整个金融体系带来的风险。”</blockquote></p><p>SEC staff are working on potential measures, Gensler will say, including greater disclosure of \"short-selling,\" a strategy hedge funds and other big investors use to bet a stock will fall; increasing transparency around securities lending, which underpins short-selling; and new reporting rules for the \"total return\" equity swaps that felled Archegos, a family office.</p><p><blockquote>詹斯勒表示，美国证券交易委员会工作人员正在研究潜在的措施，包括更多地披露“卖空”，这是对冲基金和其他大型投资者用来押注股票下跌的策略；提高证券借贷的透明度，这是卖空的基础；以及导致家族办公室Archegos倒闭的“总回报”股权互换的新报告规则。</blockquote></p><p>In addition, Gensler has asked staff to draft a request for public input into how trading apps entice retail customers using game-like features such as points, rewards, bonuses, and competitions, according to his testimony.</p><p><blockquote>此外，根据詹斯勒的证词，他已要求工作人员起草一份请求，征求公众意见，了解交易应用程序如何使用积分、奖励、奖金和竞赛等类似游戏的功能来吸引零售客户。</blockquote></p><p>\"We need to ensure investors using apps with these types of features continue to be appropriately protected,\" he will say.</p><p><blockquote>“我们需要确保使用具有此类功能的应用程序的投资者继续得到适当的保护，”他将说。</blockquote></p><p>Gensler did not elaborate on the timing for any potential regulatory proposals, which typically must go through a lengthy rule-making process including public feedback.</p><p><blockquote>詹斯勒没有详细说明任何潜在监管提案的时间，这些提案通常必须经过漫长的规则制定过程，包括公众反馈。</blockquote></p><p>Shares of GameStop soared in January after retail investors congregating on Reddit and trading on low-cost brokerage platforms bought shares in the video game retailer, causing big losses for hedge funds that had shorted the stock.</p><p><blockquote>游戏驿站股价一月份飙升，此前散户投资者聚集在Reddit上并在低成本经纪平台上进行交易，购买了这家视频游戏零售商的股票，给做空该股的对冲基金造成了巨大损失。</blockquote></p><p>That episode was followed in March by the collapse of Archegos, whose soured media stock bets left the fund and banks that financed its trades nursing roughly $10 billion in losses.</p><p><blockquote>这一事件之后，Archegos在3月份倒闭，该公司对媒体股票的押注失败，导致该基金和为其交易提供资金的银行遭受了约100亿美元的损失。</blockquote></p><p>\"The professional investor community on Wall Street and Reddit rebellion of retail investors at home will be carefully listening to what the SEC chairman has to say about his thinking on how these financial activities are regulated,\" said Dennis Kelleher, chief executive of Washington-based Better Markets.</p><p><blockquote>华盛顿首席执行官丹尼斯·凯莱赫(Dennis Kelleher)表示：“华尔街的专业投资者群体和Reddit上国内散户投资者的反叛将仔细倾听美国证券交易委员会主席对如何监管这些金融活动的看法。”更好的市场。</blockquote></p><p>As volatility soared in January, retail broker Robinhood curbed buying in GameStop and other stocks because it could not provide the cash its clearinghouse, the Depository Trust &amp; Clearing Corp (DTCC), required to guarantee those trades during the two days it takes them to settle.</p><p><blockquote>随着1月份波动性飙升，零售经纪商Robinhood限制了游戏驿站和其他股票的购买，因为它无法提供其清算所Depository Trust&amp;Clearing Corp(DTCC)所需的现金，以在交易结束的两天内为这些交易提供担保。</blockquote></p><p>Gensler has directed SEC staff to draft a proposal on expediting the settlement process to reduce system risks, according to his testimony.</p><p><blockquote>根据Gensler的证词，他已指示SEC工作人员起草一份关于加快结算流程以降低系统风险的提案。</blockquote></p><p>The heads of the DTCC and the Financial Industry Regulatory Authority, which oversees brokers, will testify alongside Gensler.</p><p><blockquote>DTCC和负责监管经纪人的金融业监管局的负责人将与Gensler一起作证。</blockquote></p><p>Gensler’s promises to Congress spell disruption for Wall Street. The SEC is also cracking down on special purpose acquisition company or“SPAC” mergers, and drafting new climate change risk disclosure rules, issues Gensler is also likely to be grilled on.</p><p><blockquote>詹斯勒对国会的承诺意味着华尔街的混乱。SEC还在打击特殊目的收购公司或“SPAC”合并，并起草新的气候变化风险披露规则，Gensler也可能受到盘问。</blockquote></p><p>“We wouldn’t be surprised to see members use the opportunity to press their interest for and against climate change regulatory changes, for revisions to family office rules, and more,” said Ty Gellasch, head of Washington-based Healthy Markets.</p><p><blockquote>总部位于华盛顿的Healthy Markets主管泰·盖拉施(Ty Gellasch)表示：“如果会员利用这个机会表达他们对气候变化监管变革、修改家族理财室规则等的兴趣，我们不会感到惊讶。”</blockquote></p><p>“They could fill seven hearings with Chair Gensler’s to-do list.”</p><p><blockquote>“他们可以用詹斯勒主席的待办事项清单填满七场听证会。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/business/us-sec-chief-plans-scrutinize-short-sellers-rein-gamification-following-gamestop-2021-05-05/\">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":"https://static.tigerbbs.com/39a199af535042dfebd27ef56f398707","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.reuters.com/business/us-sec-chief-plans-scrutinize-short-sellers-rein-gamification-following-gamestop-2021-05-05/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166400085","content_text":"The U.S. securities regulator is considering measures to require big investors to disclose more about short positions, or bets that stocks will fall, use of derivatives to bet on other stock moves and to protect small investors from trading apps that use features common to video games in order to boost risky trading activity.The review of rules by the Securities and Exchange Commission (SEC) was prompted by January's GameStop(GME.N)saga and the meltdown of Archegos Capital, its new chair plans to tell lawmakers.Gary Gensler, sworn in last month as chair of the top markets watchdog, will testify before the House of Representatives Financial Services Committee on Thursday.Democrats are pressuring him to take a tough stance on Wall Street after Gamestop’s fierce rally in January, fed by bullish posts on Reddit, and the March implosion of New Yorkinvestment fund Archegos.\"Whenever there are major market events, it's a good idea to consider what risks they might have placed on the entire financial system,\" Gensler will tell lawmakers, according to prepared testimony published by the committee on Wednesday.SEC staff are working on potential measures, Gensler will say, including greater disclosure of \"short-selling,\" a strategy hedge funds and other big investors use to bet a stock will fall; increasing transparency around securities lending, which underpins short-selling; and new reporting rules for the \"total return\" equity swaps that felled Archegos, a family office.In addition, Gensler has asked staff to draft a request for public input into how trading apps entice retail customers using game-like features such as points, rewards, bonuses, and competitions, according to his testimony.\"We need to ensure investors using apps with these types of features continue to be appropriately protected,\" he will say.Gensler did not elaborate on the timing for any potential regulatory proposals, which typically must go through a lengthy rule-making process including public feedback.Shares of GameStop soared in January after retail investors congregating on Reddit and trading on low-cost brokerage platforms bought shares in the video game retailer, causing big losses for hedge funds that had shorted the stock.That episode was followed in March by the collapse of Archegos, whose soured media stock bets left the fund and banks that financed its trades nursing roughly $10 billion in losses.\"The professional investor community on Wall Street and Reddit rebellion of retail investors at home will be carefully listening to what the SEC chairman has to say about his thinking on how these financial activities are regulated,\" said Dennis Kelleher, chief executive of Washington-based Better Markets.As volatility soared in January, retail broker Robinhood curbed buying in GameStop and other stocks because it could not provide the cash its clearinghouse, the Depository Trust & Clearing Corp (DTCC), required to guarantee those trades during the two days it takes them to settle.Gensler has directed SEC staff to draft a proposal on expediting the settlement process to reduce system risks, according to his testimony.The heads of the DTCC and the Financial Industry Regulatory Authority, which oversees brokers, will testify alongside Gensler.Gensler’s promises to Congress spell disruption for Wall Street. The SEC is also cracking down on special purpose acquisition company or“SPAC” mergers, and drafting new climate change risk disclosure rules, issues Gensler is also likely to be grilled on.“We wouldn’t be surprised to see members use the opportunity to press their interest for and against climate change regulatory changes, for revisions to family office rules, and more,” said Ty Gellasch, head of Washington-based Healthy Markets.“They could fill seven hearings with Chair Gensler’s to-do list.”","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161650313,"gmtCreate":1623924057532,"gmtModify":1631889102610,"author":{"id":"3575679268168880","authorId":"3575679268168880","name":"Aldrin","avatar":"https://static.tigerbbs.com/5f21ee5e223486461b452fe52c3d77fc","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575679268168880","authorIdStr":"3575679268168880"},"themes":[],"htmlText":"Cooool","listText":"Cooool","text":"Cooool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161650313","repostId":"2144748296","repostType":4,"isVote":1,"tweetType":1,"viewCount":3417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}