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JFK23
2021-12-31
Lucid better buy
Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?<blockquote>Lucid与蔚来股票:哪只电动汽车股票更值得购买?</blockquote>
JFK23
2021-12-27
Buy below 6.5 is safe
FuelCell Energy stock surged 8% in premarket trading<blockquote>FuelCell Energy股价在盘前交易中飙升8%</blockquote>
JFK23
2021-12-17
$Nu Holdings Ltd.(NU)$
is it good for long term?
JFK23
2021-12-16
Price drop due to Elon musk selling share[Facepalm] [Facepalm]
Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</blockquote>
JFK23
2021-11-16
Hold on
抱歉,原内容已删除
JFK23
2021-11-15
Still can buy?
Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote>
JFK23
2021-11-13
Target price so low[捂脸] [捂脸]
Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>
JFK23
2021-11-10
Buy the dip if you have t conviction.[财迷] [财迷]
抱歉,原内容已删除
JFK23
2021-11-04
It a meme stock
AMC Entertainment Isn’t Worth $40 a Share Yet<blockquote>AMC院线每股价值还不到40美元</blockquote>
JFK23
2021-11-04
Ready 30percent cash[强] [强]
抱歉,原内容已删除
JFK23
2021-11-04
$AMD(AMD)$
Alway Moving in t Dark[财迷] [财迷]
JFK23
2021-11-04
1250comig
JFK23
2021-11-02
$Jumia Technologies AG(JMIA)$
Soth Africa Ecommerce.
JFK23
2021-11-02
$CleanSpark, Inc.(CLSK)$
Pwer n coin mining company[财迷] [财迷]
JFK23
2021-11-02
🤑🤑
Bionano Genomics shares surged more than 10% in morning trading<blockquote>Bionano Genomics股价早盘飙升逾10%</blockquote>
JFK23
2021-11-02
$DLocal Limited(DLO)$
Good to buy before ER. EP 48.5 to 49 TP 62 for trading[财迷]
JFK23
2021-11-02
Put DLO in watchlist[财迷]
Fastest-Growing IPOs: Upstart, Crypto Stocks Expect Over 100% Growth In 2021<blockquote>增长最快的IPO:新贵、加密货币股票预计2021年增长超过100%</blockquote>
JFK23
2021-11-02
$CleanSpark, Inc.(CLSK)$
Power company doing bitcoin miming[财迷] [财迷]
JFK23
2021-10-29
Good to buy below 142
Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>
JFK23
2021-10-29
$CleanSpark, Inc.(CLSK)$
Finally start to run[财迷] [财迷]
去老虎APP查看更多动态
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better buy","listText":"Lucid better buy","text":"Lucid better buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/692158975","repostId":"1139674064","repostType":4,"repost":{"id":"1139674064","kind":"news","pubTimestamp":1640878484,"share":"https://www.laohu8.com/m/news/1139674064?lang=zh_CN&edition=full","pubTime":"2021-12-30 23:34","market":"us","language":"en","title":"Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?<blockquote>Lucid与蔚来股票:哪只电动汽车股票更值得购买?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139674064","media":"Seeking Alpha","summary":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and gre","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>电动汽车市场的竞争越来越激烈。拥有强大的品牌或技术对于公司脱颖而出非常重要。</li><li>蔚来和LCID都拥有强大的品牌和出色的技术,这使得它们能够要求很高的平均售价。</li><li>蔚来似乎是这两者中风险较低的选择,而且由于从产量增长的角度来看,它走得更远,我相信它是当今更好的选择。</li></ul><p class=\"t-img-caption\"><span>Trygve Finkelsen/iStock社论来自Getty Images</span></p></blockquote></p><p><b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><blockquote>电动汽车领域催生了许多从长远来看似乎不太可行的公司,但除了特斯拉(TSLA)之外,也有强有力的竞争者。在本报告中,我们将对Lucid Group,Inc.(LCID)和蔚来(蔚来)进行对比,这两家最有趣的电动汽车公司结合了强大的品牌和高端技术能力。在本报告中,我们将更深入地探讨技术和产品方面,并探讨两家公司的个别风险。总体而言,我确实相信以目前的价格来看,蔚来是这两个选择中更具吸引力的。</blockquote></p><p><b>Lucid And NIO In The EV Market</b></p><p><blockquote><b>电动汽车市场的Lucid和蔚来</b></blockquote></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p><blockquote>全球电动汽车市场一直在快速增长,电动汽车销量可能略高于600万辆,大约是上一年的两倍。显然,电动汽车是全球汽车市场的一个巨大增长领域,尽管应该指出的是,全球销售的大多数车辆仍然由内燃机驱动。多年来,电动汽车市场份额应该会继续快速攀升,但电动汽车似乎不会很快主导内燃机汽车。</blockquote></p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><blockquote>电动汽车领域的市场领导者是特斯拉和比亚迪(OTCPK:BYDDY),以及大众汽车(OTCPK:VWAGY),具体取决于插电式混合动力车的计算方式。蔚来和Lucid Group,Inc.目前还不是最大的公司。蔚来目前每月销售约11,000辆汽车,相当于年销量约130,000辆。然而,销量一直在快速增长,这就是为什么蔚来明年的销量很可能会超过13万辆,因为交付量应该会继续连续攀升。就交付量而言,Lucid目前的规模要小得多,因为该公司今年可能已售出数百辆汽车。明年,Lucid Group的目标是交付约20,000辆汽车,比2021年增长很多,但与蔚来和许多其他同行明年的交付量相比,这个数字仍然相对较小。</blockquote></p><p><b>LCID Vs. NIO's Past Quarterly Performance</b></p><p><blockquote><b>LCID与蔚来过去的季度表现</b></blockquote></p><p>As noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p><blockquote>如上所述,蔚来过去三个月的销售业绩远强于Lucid,但这并不奇怪,因为LCID刚刚开始向客户交付车辆。然而,从股价来看,Lucid的表现更好:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:</p><p><blockquote>过去三个月,LCID上涨了近50%,而蔚来的股价同期下跌了近20%。就蔚来而言,对中国监管的宏观担忧发挥了作用,而LCID则从Rivian(RIVN)IPO的巨大成功引发的对美国电动汽车企业日益增长的热情中受益匪浅。最重要的是,交付的开始也吸引了新投资者购买Lucid的股票。如果分析师是正确的,那么蔚来今天的价值要高得多:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.</p><p><blockquote>该股的交易价格不到共识价格目标的一半,这意味着明年有100%以上的上涨空间,而LCID的交易价格几乎完全符合当前的共识价格目标,这意味着明年没有上涨空间。因此,蔚来上个季度的表现不佳似乎使该公司在当前水平上表现强劲,而Lucid则不然。</blockquote></p><p><b>Lucid Vs. NIO Key Metrics</b></p><p><blockquote><b>Lucid与蔚来关键指标</b></blockquote></p><p></p><p>Let's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p><blockquote>让我们更深入地了解这两家公司的技术、品牌及其具体的主要风险。蔚来和Lucid都活跃在电动汽车行业的高端领域,销售的汽车平均售价远高于特斯拉的平均水平。蔚来的平均售价约为7万美元,Lucid的平均售价目前甚至更高,因为该公司销售的是最昂贵的Air<i>梦想</i>版本优先。特斯拉是目前电动汽车的领导者,其平均售价约为50,000美元。因此,与特斯拉相比,蔚来和特斯拉都在更豪华、更高端的细分市场运营。这些公司怎么能要求比特斯拉高得多的平均售价呢?有几个因素在起作用,包括品牌,但最重要的因素之一是他们出色的技术。</blockquote></p><p>NIO's battery-swapping technology, for example, allows its customers to fully "recharge" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.</p><p><blockquote>例如,蔚来的电池交换技术允许其客户在几分钟内充满“充电”,而大多数其他电动汽车需要更长的时间才能充满电。Lucid不采用电池更换,但其经过赛车测试的900V技术既可以实现巨大的续航里程,又可以实现快速充电速度——Lucid的架构允许客户在短短20分钟内充电长达300英里的电量。作为参考,特斯拉S采用约400V架构,允许客户在15分钟内充电200英里。显然,蔚来的解决方案和Lucid的解决方案似乎都优于特斯拉提供的解决方案。</blockquote></p><p>NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p><blockquote>蔚来和Lucid的技术在各自的电池方面看起来也很有竞争力。Lucid Air Dream的EPA续航里程为520英里,对于几乎所有用例来说都足够了。与Lucid相比,蔚来拥有更大的产品组合,但当我们看看它的高端轿车时,电池性能看起来甚至更好。蔚来ET7配备150kWh电池(也有更小的选择),续航里程可达1,000公里,相当于约620英里的续航里程。同样,与特斯拉相比,蔚来和Lucid的表现都很好——旗舰S Plaid的EPA续航里程为350英里。凭借其在为电动赛车开发和供应赛车发动机方面的经验,Lucid制造了一款特别高效的发动机:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Lucid演示</span></p></blockquote></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p><blockquote>在其他条件相同的情况下,更小、更高效的发动机可以降低资源使用量并减轻车辆重量。反过来,这确实会带来更长的续航里程,并且在其他条件相同的情况下,还可以实现更好的操控和驾驶性能。到目前为止,Lucid还不是当今最大的电动汽车参与者,但其工程师已经开发出了一些目前所有活跃的电动汽车参与者中最引人注目的产品和解决方案。</blockquote></p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p><blockquote>蔚来非常关注最终实现自动驾驶的技术,并在当今的车辆中安装了大量传感器和巨大的计算能力。ET7使用以下传感单元来实现此目标:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:蔚来</span></p></blockquote></p><p>With 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p><blockquote>凭借33个高达800万像素的传感器,蔚来的传感能力轻松击败了特斯拉。据首席执行官马斯克称,特斯拉Model 3已准备好实现全自动驾驶,仅使用8个摄像头,每个摄像头为120万像素。因此,ET7中蔚来的一个传感器的传感性能几乎相当于M3中所有摄像头的总和,而蔚来在其车型中使用了32个额外的传感器。显然,蔚来的产品是优越的——这显然是有代价的,因为蔚来在将最好的技术应用到其车辆中时并不吝啬。蔚来在ET7中使用的芯片的巨大处理能力也证明了这一点。ET7使用四个NVIDIA(NVDA)Orin SoC,每个SoC每秒提供略高于250万亿次运算,总计算能力超过1,000 TOPS,这在任何量产车中都是闻所未闻的。同时使用四个SoC还可以提供自动驾驶场景中关键系统所需的冗余。应该指出的是,蔚来的自动驾驶技术在软件方面还没有那么出色。至少目前,小鹏汽车(XPEV)等同行似乎采用了更强大的算法,但这是蔚来可以在未来几个季度和几年内解决的问题,并将未来的软件集成到配备顶级硬件的车辆中不应该是一项非常困难的任务。Lucid的自动驾驶技术尽管尚未得到太多认可,但看起来也一点也不差。DreamDrive套件使用32个板载传感器,几乎与蔚来的Aquila系统相当(与M3相比,传感器多4倍,据称从硬件角度来看,M3已准备好L5)。</blockquote></p><p></p><p>Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p><blockquote>然而,仅靠强大的技术并不能造就一辆有吸引力的汽车,因为设计、制造质量等也必须考虑在内。幸运的是,蔚来和Lucid在此基础上竞争非常好,尽管由于销量较低,Lucid的数据仍然有限——还没有太多人驾驶过Lucid Air,因此有关可靠性等的数据有限。然而,蔚来已经有一段时间每月销售数千辆汽车,并且其用户对车辆的质量非常满意。CnTechPost报道J.D。Power将蔚来评为国内质量最高的电动汽车公司,领先于特斯拉。Lucid在该国尚未活跃,但众多汽车记者和杂志的试驾普遍获得了非常积极的评价。因此,从设计、质量和技术的角度来看,蔚来和Lucid看起来都很强大,蔚来更关注电池更换和驾驶辅助等客户友好型项目,而Lucid则更关注发动机性能、电池技术等。这两种途径都有其优势,但我个人认为蔚来从其易于使用、客户友好的方法中受益更多,因为没有太多人会根据电池架构等标准购买电动汽车。尽管如此,Lucid开发高性能汽车的能力在未来竞争激烈的电动汽车行业应该会非常方便。</blockquote></p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p><blockquote>对于蔚来,市场现在担心的主要风险似乎是监管/政治。我个人不认为监管会给蔚来带来巨大风险。中国公司从未能够在内燃机汽车领域成功竞争,但随着电动汽车技术给整个全球汽车行业带来变革,中国看到了成为全球汽车强国的机会。伤害蔚来和其他中国电动汽车企业将与这些目标背道而驰,这就是为什么我认为中国更有兴趣培养自己的电动汽车企业,包括蔚来,而不是伤害他们。尽管如此,如今市场对每家中国公司都给予了折扣,蔚来也是如此——这对于那些寻求以低于平均水平的估值买入该公司的人来说可能是一件好事。</blockquote></p><p>For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as "Production Hell". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><blockquote>对于Lucid来说,监管似乎并不是一个重要的风险。相反,这里的主要风险是高估值和产量增加。正如特斯拉所表明的那样,提高汽车产量并不是一件容易的事。该公司经常不得不与延误和其他问题作斗争,有时被总结为“生产地狱”。Lucid可能也是如此,该公司将不得不在未来几个月和几个季度高速提高产量,以实现其雄心勃勃的生产目标。当然,不能确定它会遇到与其他制造商类似的问题,但由于缺乏经验,这似乎是一个值得关注的相当大的风险。最重要的是,LCID的高估值可能是一个相当大的风险——股票交易价格约为明年预期收入的30倍,而且根本不能保证这些收入会真正产生。</blockquote></p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p><blockquote><b>Lucid或蔚来股票更值得购买吗?</b></blockquote></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p><blockquote>蔚来和Lucid都拥有有吸引力的产品,这些产品在越来越多进入者的电动汽车市场中似乎极具竞争力。我确实相信,在强大的技术、有吸引力的品牌和引人注目的产品质量的推动下,两家公司将在未来几年取得运营成功。然而,运营增长并不一定会导致股价增长,因为当以过高的价格买入时,估值可能会成为主要障碍。</blockquote></p><p>In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.</p><p><blockquote>就蔚来而言,这似乎并不是一个过大的风险,因为相对于其他电动汽车公司的估值而言,其股价并不昂贵——蔚来的交易价格约为明年预期收入的4倍,与LCID、RIVN、TSLA相比有明显的折扣,等等。另一方面,Lucid的估值非常高,是明年销售额的30倍。</blockquote></p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p><p><blockquote>我确实相信,基于其更大的规模、更成熟的业务、更好的增产进展,以及更合理的估值,蔚来是当今这两家公司中更好的选择。对于那些有兴趣拥有这家顶级中国电动汽车公司的人来说,最近的股价下跌是一个有吸引力的切入点。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Vs. NIO Stock: Which EV Stock Is The Better Buy?<blockquote>Lucid与蔚来股票:哪只电动汽车股票更值得购买?</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\">\nLucid Vs. NIO Stock: Which EV Stock Is The Better Buy?<blockquote>Lucid与蔚来股票:哪只电动汽车股票更值得购买?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-30 23:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>The EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.</li><li>Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.</li><li>NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe01e445aec1bb67f1b8d810f551603\" tg-width=\"1536\" tg-height=\"1025\" referrerpolicy=\"no-referrer\"/><span>Trygve Finkelsen/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>电动汽车市场的竞争越来越激烈。拥有强大的品牌或技术对于公司脱颖而出非常重要。</li><li>蔚来和LCID都拥有强大的品牌和出色的技术,这使得它们能够要求很高的平均售价。</li><li>蔚来似乎是这两者中风险较低的选择,而且由于从产量增长的角度来看,它走得更远,我相信它是当今更好的选择。</li></ul><p class=\"t-img-caption\"><span>Trygve Finkelsen/iStock社论来自Getty Images</span></p></blockquote></p><p><b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p>The EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.</p><p><blockquote>电动汽车领域催生了许多从长远来看似乎不太可行的公司,但除了特斯拉(TSLA)之外,也有强有力的竞争者。在本报告中,我们将对Lucid Group,Inc.(LCID)和蔚来(蔚来)进行对比,这两家最有趣的电动汽车公司结合了强大的品牌和高端技术能力。在本报告中,我们将更深入地探讨技术和产品方面,并探讨两家公司的个别风险。总体而言,我确实相信以目前的价格来看,蔚来是这两个选择中更具吸引力的。</blockquote></p><p><b>Lucid And NIO In The EV Market</b></p><p><blockquote><b>电动汽车市场的Lucid和蔚来</b></blockquote></p><p>The global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.</p><p><blockquote>全球电动汽车市场一直在快速增长,电动汽车销量可能略高于600万辆,大约是上一年的两倍。显然,电动汽车是全球汽车市场的一个巨大增长领域,尽管应该指出的是,全球销售的大多数车辆仍然由内燃机驱动。多年来,电动汽车市场份额应该会继续快速攀升,但电动汽车似乎不会很快主导内燃机汽车。</blockquote></p><p>The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.</p><p><blockquote>电动汽车领域的市场领导者是特斯拉和比亚迪(OTCPK:BYDDY),以及大众汽车(OTCPK:VWAGY),具体取决于插电式混合动力车的计算方式。蔚来和Lucid Group,Inc.目前还不是最大的公司。蔚来目前每月销售约11,000辆汽车,相当于年销量约130,000辆。然而,销量一直在快速增长,这就是为什么蔚来明年的销量很可能会超过13万辆,因为交付量应该会继续连续攀升。就交付量而言,Lucid目前的规模要小得多,因为该公司今年可能已售出数百辆汽车。明年,Lucid Group的目标是交付约20,000辆汽车,比2021年增长很多,但与蔚来和许多其他同行明年的交付量相比,这个数字仍然相对较小。</blockquote></p><p><b>LCID Vs. NIO's Past Quarterly Performance</b></p><p><blockquote><b>LCID与蔚来过去的季度表现</b></blockquote></p><p>As noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:</p><p><blockquote>如上所述,蔚来过去三个月的销售业绩远强于Lucid,但这并不奇怪,因为LCID刚刚开始向客户交付车辆。然而,从股价来看,Lucid的表现更好:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7a6e7cb1b1485f32cc25ade9f387a5b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Over the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:</p><p><blockquote>过去三个月,LCID上涨了近50%,而蔚来的股价同期下跌了近20%。就蔚来而言,对中国监管的宏观担忧发挥了作用,而LCID则从Rivian(RIVN)IPO的巨大成功引发的对美国电动汽车企业日益增长的热情中受益匪浅。最重要的是,交付的开始也吸引了新投资者购买Lucid的股票。如果分析师是正确的,那么蔚来今天的价值要高得多:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b1d0939d657b284e25d8447ccb211b5\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p>Shares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.</p><p><blockquote>该股的交易价格不到共识价格目标的一半,这意味着明年有100%以上的上涨空间,而LCID的交易价格几乎完全符合当前的共识价格目标,这意味着明年没有上涨空间。因此,蔚来上个季度的表现不佳似乎使该公司在当前水平上表现强劲,而Lucid则不然。</blockquote></p><p><b>Lucid Vs. NIO Key Metrics</b></p><p><blockquote><b>Lucid与蔚来关键指标</b></blockquote></p><p></p><p>Let's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive Air<i>Dream</i>version first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.</p><p><blockquote>让我们更深入地了解这两家公司的技术、品牌及其具体的主要风险。蔚来和Lucid都活跃在电动汽车行业的高端领域,销售的汽车平均售价远高于特斯拉的平均水平。蔚来的平均售价约为7万美元,Lucid的平均售价目前甚至更高,因为该公司销售的是最昂贵的Air<i>梦想</i>版本优先。特斯拉是目前电动汽车的领导者,其平均售价约为50,000美元。因此,与特斯拉相比,蔚来和特斯拉都在更豪华、更高端的细分市场运营。这些公司怎么能要求比特斯拉高得多的平均售价呢?有几个因素在起作用,包括品牌,但最重要的因素之一是他们出色的技术。</blockquote></p><p>NIO's battery-swapping technology, for example, allows its customers to fully "recharge" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.</p><p><blockquote>例如,蔚来的电池交换技术允许其客户在几分钟内充满“充电”,而大多数其他电动汽车需要更长的时间才能充满电。Lucid不采用电池更换,但其经过赛车测试的900V技术既可以实现巨大的续航里程,又可以实现快速充电速度——Lucid的架构允许客户在短短20分钟内充电长达300英里的电量。作为参考,特斯拉S采用约400V架构,允许客户在15分钟内充电200英里。显然,蔚来的解决方案和Lucid的解决方案似乎都优于特斯拉提供的解决方案。</blockquote></p><p>NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:</p><p><blockquote>蔚来和Lucid的技术在各自的电池方面看起来也很有竞争力。Lucid Air Dream的EPA续航里程为520英里,对于几乎所有用例来说都足够了。与Lucid相比,蔚来拥有更大的产品组合,但当我们看看它的高端轿车时,电池性能看起来甚至更好。蔚来ET7配备150kWh电池(也有更小的选择),续航里程可达1,000公里,相当于约620英里的续航里程。同样,与特斯拉相比,蔚来和Lucid的表现都很好——旗舰S Plaid的EPA续航里程为350英里。凭借其在为电动赛车开发和供应赛车发动机方面的经验,Lucid制造了一款特别高效的发动机:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edf92a9709beceb826f2e86b3bc25dd6\" tg-width=\"1502\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/><span>Source: Lucid presentation</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Lucid演示</span></p></blockquote></p><p>A smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.</p><p><blockquote>在其他条件相同的情况下,更小、更高效的发动机可以降低资源使用量并减轻车辆重量。反过来,这确实会带来更长的续航里程,并且在其他条件相同的情况下,还可以实现更好的操控和驾驶性能。到目前为止,Lucid还不是当今最大的电动汽车参与者,但其工程师已经开发出了一些目前所有活跃的电动汽车参与者中最引人注目的产品和解决方案。</blockquote></p><p>NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:</p><p><blockquote>蔚来非常关注最终实现自动驾驶的技术,并在当今的车辆中安装了大量传感器和巨大的计算能力。ET7使用以下传感单元来实现此目标:</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39530a306d0b27d76d36bccec0e147d\" tg-width=\"640\" tg-height=\"331\" referrerpolicy=\"no-referrer\"/><span>Source: NIO</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:蔚来</span></p></blockquote></p><p>With 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).</p><p><blockquote>凭借33个高达800万像素的传感器,蔚来的传感能力轻松击败了特斯拉。据首席执行官马斯克称,特斯拉Model 3已准备好实现全自动驾驶,仅使用8个摄像头,每个摄像头为120万像素。因此,ET7中蔚来的一个传感器的传感性能几乎相当于M3中所有摄像头的总和,而蔚来在其车型中使用了32个额外的传感器。显然,蔚来的产品是优越的——这显然是有代价的,因为蔚来在将最好的技术应用到其车辆中时并不吝啬。蔚来在ET7中使用的芯片的巨大处理能力也证明了这一点。ET7使用四个NVIDIA(NVDA)Orin SoC,每个SoC每秒提供略高于250万亿次运算,总计算能力超过1,000 TOPS,这在任何量产车中都是闻所未闻的。同时使用四个SoC还可以提供自动驾驶场景中关键系统所需的冗余。应该指出的是,蔚来的自动驾驶技术在软件方面还没有那么出色。至少目前,小鹏汽车(XPEV)等同行似乎采用了更强大的算法,但这是蔚来可以在未来几个季度和几年内解决的问题,并将未来的软件集成到配备顶级硬件的车辆中不应该是一项非常困难的任务。Lucid的自动驾驶技术尽管尚未得到太多认可,但看起来也一点也不差。DreamDrive套件使用32个板载传感器,几乎与蔚来的Aquila系统相当(与M3相比,传感器多4倍,据称从硬件角度来看,M3已准备好L5)。</blockquote></p><p></p><p>Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.</p><p><blockquote>然而,仅靠强大的技术并不能造就一辆有吸引力的汽车,因为设计、制造质量等也必须考虑在内。幸运的是,蔚来和Lucid在此基础上竞争非常好,尽管由于销量较低,Lucid的数据仍然有限——还没有太多人驾驶过Lucid Air,因此有关可靠性等的数据有限。然而,蔚来已经有一段时间每月销售数千辆汽车,并且其用户对车辆的质量非常满意。CnTechPost报道J.D。Power将蔚来评为国内质量最高的电动汽车公司,领先于特斯拉。Lucid在该国尚未活跃,但众多汽车记者和杂志的试驾普遍获得了非常积极的评价。因此,从设计、质量和技术的角度来看,蔚来和Lucid看起来都很强大,蔚来更关注电池更换和驾驶辅助等客户友好型项目,而Lucid则更关注发动机性能、电池技术等。这两种途径都有其优势,但我个人认为蔚来从其易于使用、客户友好的方法中受益更多,因为没有太多人会根据电池架构等标准购买电动汽车。尽管如此,Lucid开发高性能汽车的能力在未来竞争激烈的电动汽车行业应该会非常方便。</blockquote></p><p>With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.</p><p><blockquote>对于蔚来,市场现在担心的主要风险似乎是监管/政治。我个人不认为监管会给蔚来带来巨大风险。中国公司从未能够在内燃机汽车领域成功竞争,但随着电动汽车技术给整个全球汽车行业带来变革,中国看到了成为全球汽车强国的机会。伤害蔚来和其他中国电动汽车企业将与这些目标背道而驰,这就是为什么我认为中国更有兴趣培养自己的电动汽车企业,包括蔚来,而不是伤害他们。尽管如此,如今市场对每家中国公司都给予了折扣,蔚来也是如此——这对于那些寻求以低于平均水平的估值买入该公司的人来说可能是一件好事。</blockquote></p><p>For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as "Production Hell". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.</p><p><blockquote>对于Lucid来说,监管似乎并不是一个重要的风险。相反,这里的主要风险是高估值和产量增加。正如特斯拉所表明的那样,提高汽车产量并不是一件容易的事。该公司经常不得不与延误和其他问题作斗争,有时被总结为“生产地狱”。Lucid可能也是如此,该公司将不得不在未来几个月和几个季度高速提高产量,以实现其雄心勃勃的生产目标。当然,不能确定它会遇到与其他制造商类似的问题,但由于缺乏经验,这似乎是一个值得关注的相当大的风险。最重要的是,LCID的高估值可能是一个相当大的风险——股票交易价格约为明年预期收入的30倍,而且根本不能保证这些收入会真正产生。</blockquote></p><p><b>Is Lucid Or NIO Stock The Better Buy?</b></p><p><blockquote><b>Lucid或蔚来股票更值得购买吗?</b></blockquote></p><p>Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.</p><p><blockquote>蔚来和Lucid都拥有有吸引力的产品,这些产品在越来越多进入者的电动汽车市场中似乎极具竞争力。我确实相信,在强大的技术、有吸引力的品牌和引人注目的产品质量的推动下,两家公司将在未来几年取得运营成功。然而,运营增长并不一定会导致股价增长,因为当以过高的价格买入时,估值可能会成为主要障碍。</blockquote></p><p>In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.</p><p><blockquote>就蔚来而言,这似乎并不是一个过大的风险,因为相对于其他电动汽车公司的估值而言,其股价并不昂贵——蔚来的交易价格约为明年预期收入的4倍,与LCID、RIVN、TSLA相比有明显的折扣,等等。另一方面,Lucid的估值非常高,是明年销售额的30倍。</blockquote></p><p>I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.</p><p><blockquote>我确实相信,基于其更大的规模、更成熟的业务、更好的增产进展,以及更合理的估值,蔚来是当今这两家公司中更好的选择。对于那些有兴趣拥有这家顶级中国电动汽车公司的人来说,最近的股价下跌是一个有吸引力的切入点。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/article/4477181-lucid-vs-nio-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139674064","content_text":"SummaryThe EV market is getting ever more competitive. Owning strong brands or tech will be important for companies to differentiate themselves from others.Both NIO and LCID have strong brands and great tech, which allow them to demand high ASPs.NIO seems like the lower-risk choice among these two, and due to being a lot farther along from a production ramp perspective, it is, I believe, the better choice today.Trygve Finkelsen/iStock Editorial via Getty ImagesArticle ThesisThe EV space has brought up many companies that do not seem too viable in the long run, but there are also strong contenders apart from Tesla (TSLA). In this report, we'll pit Lucid Group, Inc. (LCID) and NIO Inc. (NIO) against each other - two of the most interesting EV players that combine strong brands and high-end technological capabilities. In this report, we'll take a deeper dive into the tech and product side and will look at individual risks for both companies. Overall, I do believe that NIO is the more attractive choice among these two at current prices.Lucid And NIO In The EV MarketThe global EV market has been growing rapidly, with EV sales likely coming in a little north of six million, which is roughly twice as high as during the previous year. Clearly, EVs are a huge growth sector in the global automobile market, although it should be noted that most vehicles sold around the world are still powered by internal combustion engines. Over the years, EV market share should continue to climb rapidly, but it is not looking like EVs will dominate ICE vehicles any time soon.The market leaders in the EV space are Tesla and BYD (OTCPK:BYDDY), and, depending on how one counts plug-in hybrids, Volkswagen (OTCPK:VWAGY). NIO Inc. and Lucid Group, Inc. are not among the largest companies for now. NIO is selling around 11,000 vehicles a month right now, which translates into a ~130,000 annual sales pace. Sales have been growing quickly, however, which is why NIO will most likely sell more than 130,000 vehicles next year, as deliveries should continue to climb sequentially. Lucid is way smaller for now, in terms of deliveries, as the company has likely sold a couple of hundred vehicles this year. Next year, Lucid Group targets deliveries of around 20,000 vehicles - up by a lot versus 2021, but still a relatively small number compared to the deliveries NIO and many other peers will hit next year.LCID Vs. NIO's Past Quarterly PerformanceAs noted above, NIO's sales performance was way stronger than that of Lucid over the last three months, but that was hardly a surprise as LCID just began delivering vehicles to customers. On a share price basis, however, Lucid fared better:Data by YChartsOver the last three months, LCID is up close to 50%, whereas NIO saw its shares drop by close to 20% over the same time frame. In NIO's case, macro worries about Chinese regulation played a role, whereas LCID benefitted a lot from growing enthusiasm for US-based EV players caused by Rivian's (RIVN) huge IPO success. On top of that, the start of deliveries also attracted new investors to Lucid's stock. If analysts are correct, NIO is the much better value today:Data by YChartsShares are trading at less than half the consensus price target, which implies 100%+ upside over the next year, whereas LCID is trading almost perfectly in line with the current consensus price target - which implies no upside over the next year. NIO's underperformance over the last quarter thus seems to position the company well for a strong performance from the current level, whereas the same can't be said about Lucid.Lucid Vs. NIO Key MetricsLet's take a deeper look at the tech of the two companies, as well as at their branding, and their specific key risks. Both NIO and Lucid are active in the high-end segment of the EV industry, selling vehicles with ASPs well north of the average Tesla. NIO's ASP is around $70,000, and Lucid's ASP is even higher than that for now, as the company is selling the most expensive AirDreamversion first. Tesla, the current EV leader, has an ASP of around $50,000. Both NIO and Tesla are thus operating in a more luxurious, higher-end segment of the market compared to Tesla. How are these companies able to demand way higher ASPs than Tesla? There are several factors at play, including branding, but one of the most important factors is their great tech.NIO's battery-swapping technology, for example, allows its customers to fully \"recharge\" in a couple of minutes, while most other EVs take way longer to fully charge. Lucid doesn't employ battery-swapping, but its racing-tested 900V technology allows for both a huge range as well as for fast charging speeds - Lucid's architecture allows customers to charge up to 300 miles worth of energy in just 20 minutes. The Tesla S, for reference, uses a ~400V architecture that allows customers to recharge 200 miles in 15 minutes. Clearly, both NIO's solution, as well as Lucid's solution, seem superior compared to what Tesla is offering.NIO's and Lucid's tech also looks highly competitive when it comes to their respective batteries. The Lucid Air Dream has an EPA range of 520 miles, which should be sufficient for almost all use cases. NIO has a larger product portfolio compared to Lucid, but when we take a look at its top-end sedan, battery performance looks even better. The NIO ET7, with a 150kWh battery (smaller options are available, too), has a range of up to 1,000km, which equates to around 620 miles of range. Again, both NIO and Lucid perform well compared to Tesla - the flagship S Plaid has an EPA range of 350 miles. Thanks to its experience in developing and supplying racing engines for electric race cars, Lucid crafts an especially efficient engine:Source: Lucid presentationA smaller, more efficient engine results in lower resource usage and reduces the weight of the vehicle, all else equal. This does, in turn, lead to a longer range, and it also allows for better handling and driving performance, all else equal. Lucid is by far not the biggest EV player today, but its engineers have developed some of the most compelling products and solutions among all currently active EV players.NIO puts a lot of focus on technologies that will eventually allow for autonomous driving and puts massive numbers of sensors and huge computing power in its vehicles today. The ET7 uses the following sensing units for that goal:Source: NIOWith 33 sensors that use up to 8MP, NIO's sensing capabilities easily blow away those of Tesla. The Tesla Model 3, which is, according to CEO Musk, ready for full-self-driving, only uses 8 cameras with 1.2MP each. One of NIO's sensors in the ET7 thus has almost as much sensing performance as all of the cameras in the M3 combined - and NIO uses 32 additional sensors in its model. Clearly, NIO's offering is superior - and that obviously comes at a price, as NIO is not skimping when it comes to putting the best tech in its vehicles. This is also showcased by the massive processing power of the chips NIO uses in the ET7. The ET7 uses four NVIDIA (NVDA) Orin SoCs, each of which offers slightly more than 250 trillion operations per second, which makes for combined computing power of more than 1,000 TOPS - unheard of in any production vehicle. Using four SoCs at the same time also provides for the redundancy that is required for critical systems in a self-driving scenario. it should be noted that NIO's self-driving tech is not as excellent on the software side - yet. At least for now, peers such as XPeng (XPEV) seem to employ the stronger algorithms, but that is a problem that NIO can solve over the coming quarters and years, and integrating future software in its vehicles that come with top-notch hardware shouldn't be a very difficult task. Lucid's self-driving tech, even though it doesn't get a lot of recognition yet, is not looking bad at all, either. The DreamDrive suite utilizes 32 onboard sensors, almost on par with NIO's Aquila system (and 4x more sensors compared to the M3, which is allegedly L5 ready from a hardware perspective).Strong tech alone doesn't make for an attractive vehicle, however, as design, manufacturing quality, etc. have to be considered as well. Luckily, both NIO and Lucid compete very well on that basis, although the data on Lucid is still limited due to the low sales numbers - not too many people have driven a Lucid Air yet, thus data about reliability, etc. is limited. NIO, however, has been selling thousands of vehicles a month for quite some time, and its users are very satisfied with the vehicles' quality. CnTechPost reports that J.D. Power has rated NIO the highest-quality EV company in China, ahead of Tesla. Lucid is not active in the country yet, but test drives by a wide range of auto journalists and magazines have generally resulted in very positive reviews. Both NIO and Lucid thus look strong from a design, quality, and tech perspective, with NIO putting more focus on customer-friendly items such as battery-swapping and driving assistance, whereas Lucid puts more focus on engine performance, battery tech, etc. Both avenues have their advantages, but I personally could see NIO benefit more from its easy-to-use, customer-friendly approach, as not too many people will buy an EV based on criteria such as the battery architecture. Still, Lucid's ability to develop high-performing vehicles should come in very handy in the highly competitive EV industry going forward.With NIO, the main risk the market seems to worry about now is regulation/politics. I personally do not believe that regulation will be a huge risk for NIO. Chinese companies never were able to compete successfully in the ICE vehicle space, but with EV technologies bringing change to the entire global automobile industry, China saw its chance to become a global automobile powerhouse. Hurting NIO and other Chinese EV players would run contrary to those goals, which is why I believe that China is more interested in nurturing its own EV players, including NIO, instead of hurting them. Still, the market puts a discount on every Chinese company today, and that holds true for NIO as well - which might be a good thing for those seeking to buy into the company at a below-average valuation.For Lucid, regulation doesn't seem like an important risk. Instead, the main risks here are the high valuation and the production ramp. As Tesla has shown, ramping up vehicle production is no easy task. The company oftentimes had to battle with delays and other issues, sometimes summarized as \"Production Hell\". The same could hold true for Lucid, which will have to ramp up production at a high speed in the coming months and quarters in order to meet its ambitious production goals. It's not a certainty that it will experience similar issues to other manufacturers, of course, but due to a lack of experience, this seems a considerable risk worth keeping an eye on. On top of that, LCID's high valuation could be a considerable risk - shares trade at around 30x next year's expected revenue, and there is no guarantee at all that those revenues will actually be generated.Is Lucid Or NIO Stock The Better Buy?Both NIO and Lucid have attractive products that seem highly competitive in the EV market that is seeing more and more entrants. I do believe that both companies will have operational success over the coming years, driven by strong tech, attractive brands, and compelling product quality. Operational growth does not necessarily result in share price growth, however, as valuations can be a major hurdle when one buys at a price that is too high.In NIO's case, that does not seem like an overly large risk, as shares are inexpensive relative to how other EV players are valued - NIO trades at ~4x next year's expected revenue, which represents a clear discount compared to LCID, RIVN, TSLA, and so on. Lucid, on the other hand, is trading at a very premium valuation of 30x next year's sales.I do believe that, based on its larger size, more established operations, better progress in ramping production, and due to its much more reasonable valuation, NIO is the better pick among these two today.The recent share price decline makes for an attractive entry point for those interested in owning this top-notch Chinese EV player.","news_type":1,"symbols_score_info":{"NIO":0.9,"LCID":0.9}},"isVote":1,"tweetType":1,"viewCount":4755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696310180,"gmtCreate":1640616660437,"gmtModify":1640616664069,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Buy below 6.5 is safe","listText":"Buy below 6.5 is safe","text":"Buy below 6.5 is safe","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696310180","repostId":"1146160890","repostType":4,"repost":{"id":"1146160890","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640614641,"share":"https://www.laohu8.com/m/news/1146160890?lang=zh_CN&edition=full","pubTime":"2021-12-27 22:17","market":"us","language":"en","title":"FuelCell Energy stock surged 8% in premarket trading<blockquote>FuelCell Energy股价在盘前交易中飙升8%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146160890","media":"Tiger Newspress","summary":"FuelCell Energy stock surged 8% in premarket trading after FuelCell Energy reached favorable settlem","content":"<p>FuelCell Energy stock surged 8% in premarket trading after FuelCell Energy reached favorable settlement agreement with POSCO Energy.</p><p><blockquote>在FuelCell Energy与POSCO Energy达成有利的和解协议后,FuelCell Energy股价在盘前交易中飙升8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6dc248a0831090bf5b8496ed683633a\" tg-width=\"840\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>FuelCell Energy, Inc. (Nasdaq: FCEL)</b>-- a global leader in fuel cell technology with a purpose of utilizing its proprietary, state-of-the-art fuel cell platforms to enable a world empowered by clean energy — today announced that POSCO Energy Co., Ltd. and its subsidiary, Korea Fuel Cell Co., Ltd., (collectively “POSCO”) have entered into a settlement agreement (the “Agreement”) with FuelCell Energy.</p><p><blockquote><b>燃料电池能源公司(纳斯达克:FCEL)</b>——燃料电池技术的全球领导者,旨在利用其专有的、最先进的燃料电池平台来实现清洁能源赋能的世界——今天宣布浦项制铁能源株式会社及其子公司韩国燃料电池株式会社(统称“浦项制铁”)已与FuelCell Energy签订和解协议(“协议”)。</blockquote></p><p> Pursuant to the Agreement:</p><p><blockquote>根据该协议:</blockquote></p><p> <ol> <li>FuelCell Energy confirms its exclusivity to sell its differentiated platform technology throughout Asia;</p><p><blockquote><ol><li>FuelCell Energy确认其在整个亚洲销售其差异化平台技术的排他性;</li></ol></blockquote></p><p></li> <li>All licenses previously granted to POSCO Energy are amended such that POSCO has the right to service the existing installed POSCO customer base, but enjoys no other rights to FuelCell Energy technology in South Korea or broader Asian markets; and</p><p><blockquote><li>之前授予POSCO Energy的所有许可证都进行了修订,使得POSCO有权为现有已安装的POSCO客户群提供服务,但在韩国或更广泛的亚洲市场不享有FuelCell Energy技术的其他权利;和</li></blockquote></p><p></li> <li>All claims between the parties are fully and finally settled with the exception of two small claims being negotiated by the parties that have no impact on market access.</p><p><blockquote><li>双方之间的所有索赔都得到充分和最终解决,但双方正在谈判的两项对市场准入没有影响的小额索赔除外。</li></blockquote></p><p></li> </ol> “We are extremely pleased to have reached a favorable agreement with POSCO which confirms our access to the Asian market for FuelCell Energy,” said Jason Few, President, Chief Executive Officer and Chief Commercial Officer of FuelCell Energy. “This resolution unlocks a path forward and gives customers in South Korea and across Asia the ability to evaluate FuelCell Energy’s differentiated platforms against alternative offerings without concern and uncertainty surrounding the legal dispute between FuelCell Energy and POSCO. It also provides current customers of FuelCell Energy’s technology in the Korean market the ability to receive the quality of service and module stack replacements they deserve. In addition, it provides a clear path for FuelCell Energy to once again serve a growing market for fuels cells and support the growing energy transition within South Korea as well as the broader Asian marketplace. In South Korea, our fuel cell platform is a preferred choice for utility scale projects given its high-quality thermal attributes that support the district heating needs of the country. We also look forward to bringing our unique distributed hydrogen platforms to the Asian market as Asia looks to lead in the hydrogen transition. We are excited to engage the marketplace with the legal uncertainties removed and look forward to expanding our geographic reach throughout Asia.”</p><p><blockquote>FuelCell Energy总裁、首席执行官兼首席商务官Jason Few表示:“我们非常高兴与浦项制铁达成了有利的协议,这确认了我们进入FuelCell Energy亚洲市场的机会。”“该决议开辟了一条前进的道路,使韩国和整个亚洲的客户能够根据替代产品评估FuelCell Energy的差异化平台,而无需担心FuelCell Energy与POSCO之间的法律纠纷和不确定性。它还为FuelCell Energy技术在韩国市场的现有客户提供了获得他们应得的服务质量和模块堆更换的能力。此外,它还为FuelCell Energy再次服务于不断增长的燃料电池市场并支持韩国以及更广泛的亚洲市场不断增长的能源转型提供了一条清晰的道路。在韩国,我们的燃料电池平台是公用事业规模项目的首选,因为其高质量的热属性支持该国的区域供热需求。我们还期待将我们独特的分布式氢平台引入亚洲市场,因为亚洲希望在氢转型中处于领先地位。我们很高兴能够在消除法律不确定性的情况下参与市场,并期待将我们的地理覆盖范围扩大到整个亚洲。”</blockquote></p><p> Having reached an agreement, the parties are cooperating to ensure that existing customers are fully aware of the settlement and that a framework exists for POSCO to deliver module replacements per the service and support design specifications in the agreement. The parties are also communicating to the broader market that FuelCell Energy has the exclusive right to pursue new fuel cell projects in Asia.</p><p><blockquote>达成协议后,双方正在合作确保现有客户充分了解和解协议,并确保浦项制铁有一个框架,可以根据协议中的服务和支持设计规范提供模块更换。双方还向更广泛的市场传达,FuelCell Energy拥有在亚洲开展新燃料电池项目的独家权利。</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>FuelCell Energy stock surged 8% in premarket trading<blockquote>FuelCell Energy股价在盘前交易中飙升8%</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\">\nFuelCell Energy stock surged 8% in premarket trading<blockquote>FuelCell Energy股价在盘前交易中飙升8%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-27 22:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>FuelCell Energy stock surged 8% in premarket trading after FuelCell Energy reached favorable settlement agreement with POSCO Energy.</p><p><blockquote>在FuelCell Energy与POSCO Energy达成有利的和解协议后,FuelCell Energy股价在盘前交易中飙升8%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e6dc248a0831090bf5b8496ed683633a\" tg-width=\"840\" tg-height=\"620\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>FuelCell Energy, Inc. (Nasdaq: FCEL)</b>-- a global leader in fuel cell technology with a purpose of utilizing its proprietary, state-of-the-art fuel cell platforms to enable a world empowered by clean energy — today announced that POSCO Energy Co., Ltd. and its subsidiary, Korea Fuel Cell Co., Ltd., (collectively “POSCO”) have entered into a settlement agreement (the “Agreement”) with FuelCell Energy.</p><p><blockquote><b>燃料电池能源公司(纳斯达克:FCEL)</b>——燃料电池技术的全球领导者,旨在利用其专有的、最先进的燃料电池平台来实现清洁能源赋能的世界——今天宣布浦项制铁能源株式会社及其子公司韩国燃料电池株式会社(统称“浦项制铁”)已与FuelCell Energy签订和解协议(“协议”)。</blockquote></p><p> Pursuant to the Agreement:</p><p><blockquote>根据该协议:</blockquote></p><p> <ol> <li>FuelCell Energy confirms its exclusivity to sell its differentiated platform technology throughout Asia;</p><p><blockquote><ol><li>FuelCell Energy确认其在整个亚洲销售其差异化平台技术的排他性;</li></ol></blockquote></p><p></li> <li>All licenses previously granted to POSCO Energy are amended such that POSCO has the right to service the existing installed POSCO customer base, but enjoys no other rights to FuelCell Energy technology in South Korea or broader Asian markets; and</p><p><blockquote><li>之前授予POSCO Energy的所有许可证都进行了修订,使得POSCO有权为现有已安装的POSCO客户群提供服务,但在韩国或更广泛的亚洲市场不享有FuelCell Energy技术的其他权利;和</li></blockquote></p><p></li> <li>All claims between the parties are fully and finally settled with the exception of two small claims being negotiated by the parties that have no impact on market access.</p><p><blockquote><li>双方之间的所有索赔都得到充分和最终解决,但双方正在谈判的两项对市场准入没有影响的小额索赔除外。</li></blockquote></p><p></li> </ol> “We are extremely pleased to have reached a favorable agreement with POSCO which confirms our access to the Asian market for FuelCell Energy,” said Jason Few, President, Chief Executive Officer and Chief Commercial Officer of FuelCell Energy. “This resolution unlocks a path forward and gives customers in South Korea and across Asia the ability to evaluate FuelCell Energy’s differentiated platforms against alternative offerings without concern and uncertainty surrounding the legal dispute between FuelCell Energy and POSCO. It also provides current customers of FuelCell Energy’s technology in the Korean market the ability to receive the quality of service and module stack replacements they deserve. In addition, it provides a clear path for FuelCell Energy to once again serve a growing market for fuels cells and support the growing energy transition within South Korea as well as the broader Asian marketplace. In South Korea, our fuel cell platform is a preferred choice for utility scale projects given its high-quality thermal attributes that support the district heating needs of the country. We also look forward to bringing our unique distributed hydrogen platforms to the Asian market as Asia looks to lead in the hydrogen transition. We are excited to engage the marketplace with the legal uncertainties removed and look forward to expanding our geographic reach throughout Asia.”</p><p><blockquote>FuelCell Energy总裁、首席执行官兼首席商务官Jason Few表示:“我们非常高兴与浦项制铁达成了有利的协议,这确认了我们进入FuelCell Energy亚洲市场的机会。”“该决议开辟了一条前进的道路,使韩国和整个亚洲的客户能够根据替代产品评估FuelCell Energy的差异化平台,而无需担心FuelCell Energy与POSCO之间的法律纠纷和不确定性。它还为FuelCell Energy技术在韩国市场的现有客户提供了获得他们应得的服务质量和模块堆更换的能力。此外,它还为FuelCell Energy再次服务于不断增长的燃料电池市场并支持韩国以及更广泛的亚洲市场不断增长的能源转型提供了一条清晰的道路。在韩国,我们的燃料电池平台是公用事业规模项目的首选,因为其高质量的热属性支持该国的区域供热需求。我们还期待将我们独特的分布式氢平台引入亚洲市场,因为亚洲希望在氢转型中处于领先地位。我们很高兴能够在消除法律不确定性的情况下参与市场,并期待将我们的地理覆盖范围扩大到整个亚洲。”</blockquote></p><p> Having reached an agreement, the parties are cooperating to ensure that existing customers are fully aware of the settlement and that a framework exists for POSCO to deliver module replacements per the service and support design specifications in the agreement. The parties are also communicating to the broader market that FuelCell Energy has the exclusive right to pursue new fuel cell projects in Asia.</p><p><blockquote>达成协议后,双方正在合作确保现有客户充分了解和解协议,并确保浦项制铁有一个框架,可以根据协议中的服务和支持设计规范提供模块更换。双方还向更广泛的市场传达,FuelCell Energy拥有在亚洲开展新燃料电池项目的独家权利。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FCEL":"燃料电池能源"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146160890","content_text":"FuelCell Energy stock surged 8% in premarket trading after FuelCell Energy reached favorable settlement agreement with POSCO Energy.\n\nFuelCell Energy, Inc. (Nasdaq: FCEL)-- a global leader in fuel cell technology with a purpose of utilizing its proprietary, state-of-the-art fuel cell platforms to enable a world empowered by clean energy — today announced that POSCO Energy Co., Ltd. and its subsidiary, Korea Fuel Cell Co., Ltd., (collectively “POSCO”) have entered into a settlement agreement (the “Agreement”) with FuelCell Energy.\nPursuant to the Agreement:\n\nFuelCell Energy confirms its exclusivity to sell its differentiated platform technology throughout Asia;\nAll licenses previously granted to POSCO Energy are amended such that POSCO has the right to service the existing installed POSCO customer base, but enjoys no other rights to FuelCell Energy technology in South Korea or broader Asian markets; and\nAll claims between the parties are fully and finally settled with the exception of two small claims being negotiated by the parties that have no impact on market access.\n\n“We are extremely pleased to have reached a favorable agreement with POSCO which confirms our access to the Asian market for FuelCell Energy,” said Jason Few, President, Chief Executive Officer and Chief Commercial Officer of FuelCell Energy. “This resolution unlocks a path forward and gives customers in South Korea and across Asia the ability to evaluate FuelCell Energy’s differentiated platforms against alternative offerings without concern and uncertainty surrounding the legal dispute between FuelCell Energy and POSCO. It also provides current customers of FuelCell Energy’s technology in the Korean market the ability to receive the quality of service and module stack replacements they deserve. In addition, it provides a clear path for FuelCell Energy to once again serve a growing market for fuels cells and support the growing energy transition within South Korea as well as the broader Asian marketplace. In South Korea, our fuel cell platform is a preferred choice for utility scale projects given its high-quality thermal attributes that support the district heating needs of the country. We also look forward to bringing our unique distributed hydrogen platforms to the Asian market as Asia looks to lead in the hydrogen transition. We are excited to engage the marketplace with the legal uncertainties removed and look forward to expanding our geographic reach throughout Asia.”\nHaving reached an agreement, the parties are cooperating to ensure that existing customers are fully aware of the settlement and that a framework exists for POSCO to deliver module replacements per the service and support design specifications in the agreement. The parties are also communicating to the broader market that FuelCell Energy has the exclusive right to pursue new fuel cell projects in Asia.","news_type":1,"symbols_score_info":{"FCEL":0.9}},"isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699376327,"gmtCreate":1639752922176,"gmtModify":1639752925736,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings Ltd.(NU)$</a>is it good for long term? ","listText":"<a href=\"https://laohu8.com/S/NU\">$Nu Holdings Ltd.(NU)$</a>is it good for long term? ","text":"$Nu Holdings Ltd.(NU)$is it good for long term?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699376327","isVote":1,"tweetType":1,"viewCount":4508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690298272,"gmtCreate":1639667694699,"gmtModify":1639667698138,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Price drop due to Elon musk selling share[Facepalm] [Facepalm] ","listText":"Price drop due to Elon musk selling share[Facepalm] [Facepalm] ","text":"Price drop due to Elon musk selling share[Facepalm] [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690298272","repostId":"1181686014","repostType":4,"repost":{"id":"1181686014","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639666432,"share":"https://www.laohu8.com/m/news/1181686014?lang=zh_CN&edition=full","pubTime":"2021-12-16 22:53","market":"us","language":"en","title":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181686014","media":"Tiger Newspress","summary":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Mode","content":"<p>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.<img src=\"https://static.tigerbbs.com/a88f381fe4239d26d1254d4f4745b1f0\" tg-width=\"771\" tg-height=\"568\" width=\"100%\" height=\"auto\">The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.</p><p><blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%。纽约市警察局正在考虑从特斯拉购买多达250辆全电动Model 3汽车,这将使这些高性能汽车能够交付给美国最大的警察部队。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.<img src=\"https://static.tigerbbs.com/a88f381fe4239d26d1254d4f4745b1f0\" tg-width=\"771\" tg-height=\"568\" width=\"100%\" height=\"auto\">The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.</p><p><blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%。纽约市警察局正在考虑从特斯拉购买多达250辆全电动Model 3汽车,这将使这些高性能汽车能够交付给美国最大的警察部队。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181686014","content_text":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871211732,"gmtCreate":1637073650858,"gmtModify":1637073715180,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Hold on","listText":"Hold on","text":"Hold on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/871211732","repostId":"1167542836","repostType":4,"isVote":1,"tweetType":1,"viewCount":3548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873229231,"gmtCreate":1636949986177,"gmtModify":1636949987527,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Still can buy?","listText":"Still can buy?","text":"Still can buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/873229231","repostId":"1186426992","repostType":4,"repost":{"id":"1186426992","kind":"news","pubTimestamp":1636944636,"share":"https://www.laohu8.com/m/news/1186426992?lang=zh_CN&edition=full","pubTime":"2021-11-15 10:50","market":"us","language":"en","title":"Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186426992","media":"Motley Fool","summary":"Nvidiais slated to report its third-quarter results for fiscal 2022 after the market close on Wednesday, Nov. 17.Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather t","content":"<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)定于11月17日星期三收盘后公布2022财年第三季度业绩(基本上是8月至10月期间)。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外,许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情,用韦氏词典的话说,这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上,英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The <b>S&P 500</b> index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日,2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table> <thead> <tr> <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th> <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财报指引</th></blockquote></p><p></th> <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th> <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td> <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td> <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td> <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td> <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td> </tr> <tr> <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td> <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td> <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td> <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td> <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源:英伟达和雅虎!金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割,该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言,在第二季度,Nvidia的收入同比增长68%(环比增长15%),达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元,调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元,因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现:</blockquote></p><p> <table> <thead> <tr> <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th> <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th> <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td> <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td> <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td> <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td> </tr> <tr> <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td> <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td> <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td> <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td> </tr> <tr> <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td> <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td> <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td> <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td> </tr> <tr> <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td> <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td> <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td> <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td> </tr> <tr> <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td> <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td> <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td> <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td> <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td> <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源:英伟达。OEM和IP=原始设备制造商和知识产权;不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度,这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中,Colette Kress表示,“游戏平台的增长是由基于该公司Ampere GPU(图形处理单元)架构的GeForce RTX 30系列的持续强劲销售推动的”,正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样,Ampere GPU的增长也推动了专业可视化的增长,尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品,该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度,该产品的销售额为2.66亿美元,占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡,这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好,但最好将这笔钱视为锦上添花。加密货币领域波动极大,因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布,最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧,英伟达遇到了一些监管阻力,因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功,那就太好了,但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样,相对于华尔街的预期,该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季,分析师预测调整后每股收益为1.08美元,营收为68.1亿美元,同比分别增长40%和36%。</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>Nvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings: What to Watch on Wednesday<blockquote>英伟达财报:周三看点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-15 10:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Nvidia</b>(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.</p><p><blockquote><b>英伟达</b>(纳斯达克股票代码:NVDA)定于11月17日星期三收盘后公布2022财年第三季度业绩(基本上是8月至10月期间)。</blockquote></p><p> Investors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"</p><p><blockquote>这家图形芯片专家的投资者可能对该报告感到乐观。该公司至少在过去连续五个季度超出了华尔街的普遍盈利预期。此外,许多投资者对该公司成为新兴元宇宙主要参与者之一的潜力充满热情,用韦氏词典的话说,这是一个“人们聚集在一起社交、玩耍和工作的高度沉浸式虚拟世界”。事实上,英伟达将其最近推出的Omniverse描述为“可以构建元宇宙的‘管道’”。</blockquote></p><p> Investors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The <b>S&P 500</b> index has returned 26.2% over this period.</p><p><blockquote>投资者一直在涌入英伟达股票。截至11月12日,2021年股价回报率为133%。The<b>标普500</b>该指数在此期间的回报率为26.2%。</blockquote></p><p> Nvidia's key numbers</p><p><blockquote>英伟达的关键数据</blockquote></p><p> Here are benchmarks to use to gauge the relative strength of the tech company's results.</p><p><blockquote>以下是用于衡量科技公司业绩相对实力的基准。</blockquote></p><p> <table> <thead> <tr> <th>Metric</p><p><blockquote><table><thead><tr><th>公制</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q3 2021 Result</p><p><blockquote><th>2021财年第三季度业绩</th></blockquote></p><p></th> <th>Nvidia's Fiscal Q3 2022 Guidance</p><p><blockquote><th>NVIDIA 2022年第三季度财报指引</th></blockquote></p><p></th> <th>Wall Street's Fiscal Q3 2022 Consensus Estimate</p><p><blockquote><th>华尔街对2022财年第三季度的普遍预期</th></blockquote></p><p></th> <th>Wall Street's Projected Growth</p><p><blockquote><th>华尔街的预计增长</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Revenue</p><p><blockquote><tbody><tr><td>收入</td></tr></tbody></blockquote></p><p></td> <td>$4.73 billion</p><p><blockquote><td>47.3亿美元</td></blockquote></p><p></td> <td>$6.80 billion</p><p><blockquote><td>68亿美元</td></blockquote></p><p></td> <td>$6.82 billion</p><p><blockquote><td>68.2亿美元</td></blockquote></p><p></td> <td>44%</p><p><blockquote><td>44%</td></blockquote></p><p></td> </tr> <tr> <td>Adjusted earnings per share</p><p><blockquote><tr><td>调整后每股收益</td></tr></blockquote></p><p></td> <td>$0.73*</p><p><blockquote><td>$0.73*</td></blockquote></p><p></td> <td>$1.10**</p><p><blockquote><td>$1.10**</td></blockquote></p><p></td> <td>$1.11</p><p><blockquote><td>$1.11</td></blockquote></p><p></td> <td>52%</p><p><blockquote><td>52%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.</p><p><blockquote>数据来源:英伟达和雅虎!金融。2022财年第三季度基本上与8月至10月期间相对应。*调整以反映7月份的4比1股票分割,该分割使股票数量增加了四倍。**由作者根据管理层提供指导的指标计算。</blockquote></p><p> For context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.</p><p><blockquote>就背景而言,在第二季度,Nvidia的收入同比增长68%(环比增长15%),达到创纪录的65.1亿美元。增长是由游戏、数据中心和专业可视化平台创纪录的收入推动的。基于公认会计原则(GAAP)的每股收益同比飙升276%至0.94美元,调整后每股收益飙升89%至1.04美元。</blockquote></p><p> Wall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.</p><p><blockquote>华尔街此前预计第二财季营收和调整后每股收益分别为63.3亿美元和1.02美元,因此英伟达超出了这两项预期。</blockquote></p><p> Platform performance</p><p><blockquote>平台性能</blockquote></p><p> Here's how the platforms performed last quarter:</p><p><blockquote>以下是这些平台上季度的表现:</blockquote></p><p> <table> <thead> <tr> <th>Platform</p><p><blockquote><table><thead><tr><th>平台</th></tr></thead></table></blockquote></p><p></th> <th>Fiscal Q2 2022 Revenue</p><p><blockquote><th>2022财年第二季度收入</th></blockquote></p><p></th> <th>Change YOY</p><p><blockquote><th>同比变化</th></blockquote></p><p></th> <th>Change QOQ</p><p><blockquote><th>环比变化</th></blockquote></p><p></th> </tr> </thead> <tbody> <tr> <td>Gaming</p><p><blockquote><tbody><tr><td>游戏</td></tr></tbody></blockquote></p><p></td> <td>$3.06 billion</p><p><blockquote><td>30.6亿美元</td></blockquote></p><p></td> <td>85%</p><p><blockquote><td>85%</td></blockquote></p><p></td> <td>11%</p><p><blockquote><td>11%</td></blockquote></p><p></td> </tr> <tr> <td>Data center</p><p><blockquote><tr><td>数据中心</td></tr></blockquote></p><p></td> <td>$2.37 billion</p><p><blockquote><td>23.7亿美元</td></blockquote></p><p></td> <td>35%</p><p><blockquote><td>35%</td></blockquote></p><p></td> <td>16%</p><p><blockquote><td>16%</td></blockquote></p><p></td> </tr> <tr> <td>Professional visualization</p><p><blockquote><tr><td>专业可视化</td></tr></blockquote></p><p></td> <td>$519 million</p><p><blockquote><td>5.19亿美元</td></blockquote></p><p></td> <td>156%</p><p><blockquote><td>156%</td></blockquote></p><p></td> <td>40%</p><p><blockquote><td>40%</td></blockquote></p><p></td> </tr> <tr> <td>Automotive</p><p><blockquote><tr><td>汽车的</td></tr></blockquote></p><p></td> <td>$152 million</p><p><blockquote><td>1.52亿美元</td></blockquote></p><p></td> <td>37%</p><p><blockquote><td>37%</td></blockquote></p><p></td> <td>(1%)</p><p><blockquote><td>(1%)</td></blockquote></p><p></td> </tr> <tr> <td>OEM and IP</p><p><blockquote><tr><td>OEM和IP</td></tr></blockquote></p><p></td> <td>$409 million</p><p><blockquote><td>4.09亿美元</td></blockquote></p><p></td> <td>180%</p><p><blockquote><td>180%</td></blockquote></p><p></td> <td>25%</p><p><blockquote><td>25%</td></blockquote></p><p></td> </tr> <tr> <td>Total</p><p><blockquote><tr><td>总的</td></tr></blockquote></p><p></td> <td>$6.51 billion</p><p><blockquote><td>65.1亿美元</td></blockquote></p><p></td> <td>68%</p><p><blockquote><td>68%</td></blockquote></p><p></td> <td>15%</p><p><blockquote><td>15%</td></blockquote></p><p></td> </tr> </tbody> </table> DATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.</p><p><blockquote>数据来源:英伟达。OEM和IP=原始设备制造商和知识产权;不是目标市场平台。YOY=同比。QOQ=季度环比。</blockquote></p><p> Investors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.</p><p><blockquote>投资者应重点关注电脑游戏和数据中心这两个最大平台的表现。英伟达的整体业绩是由这两项业务推动的。本财年第一季度和第二季度,这两个平台合计分别占公司总收入的85%和83%。</blockquote></p><p> In last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.</p><p><blockquote>在上个季度的首席财务官评论中,Colette Kress表示,“游戏平台的增长是由基于该公司Ampere GPU(图形处理单元)架构的GeForce RTX 30系列的持续强劲销售推动的”,正如我当时所写的那样。“她将数据中心的同比增长归因于Ampere‘产品进入垂直行业和超大规模客户’的增加。”同样,Ampere GPU的增长也推动了专业可视化的增长,尤其是对于桌面工作站而言。</blockquote></p><p> Investors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.</p><p><blockquote>投资者不应过多关注英伟达在OEM和IP类别的业绩。上季度同比大幅增长的推动因素是该公司今年早些时候推出了一款专门用于挖掘加密货币的产品,该产品被恰当地称为加密货币挖掘处理器(CMP)。上个季度,该产品的销售额为2.66亿美元,占英伟达总收入的4.1%。</blockquote></p><p></p><p> Nvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.</p><p><blockquote>英伟达推出CMP的防御性大于进攻性。加密货币矿工一直在抢购该公司的游戏卡,这使得游戏玩家更难获得它们。虽然英伟达从加密货币市场赚钱很好,但最好将这笔钱视为锦上添花。加密货币领域波动极大,因此投资者不应指望看到Nvidia的CMP销售额逐季线性增长。</blockquote></p><p> Pending Arm acquisition</p><p><blockquote>待定Arm收购</blockquote></p><p> Investors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan's<b>SoftBank</b>. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.</p><p><blockquote>投资者可以期待管理层提供有关该公司即将收购日本领先移动芯片设计公司Arm的最新信息<b>软银</b>.这笔400亿美元的交易于2020年9月宣布,最初预计将于2022年3月完成。但是这个时间表看起来不稳定。由于对竞争的担忧,英伟达遇到了一些监管阻力,因为它与许多作为Arm授权商的大型科技公司竞争。</blockquote></p><p> It would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.</p><p><blockquote>如果交易成功,那就太好了,但英伟达并不需要Arm来让公司及其股票继续成为长期赢家。</blockquote></p><p> Guidance</p><p><blockquote>指导</blockquote></p><p> As always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.</p><p><blockquote>与往常一样,相对于华尔街的预期,该公司的指引应该是市场对英伟达即将发布的报告反应的一个重要因素。</blockquote></p><p> For fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.</p><p><blockquote>对于第四财季,分析师预测调整后每股收益为1.08美元,营收为68.1亿美元,同比分别增长40%和36%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/11/14/nvidia-earnings-what-to-watch-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186426992","content_text":"Nvidia(NASDAQ:NVDA)is slated to report its third-quarter results for fiscal 2022 (essentially the August-through-October period) after the market close on Wednesday, Nov. 17.\nInvestors in the graphics chip specialist are probably feeling optimistic about the report. The company has beaten Wall Street's consensus earnings estimate in at least the past five consecutive quarters. Moreover, many investors are enthused about the company's potential to be one of the major players in the emerging metaverse, a \"highly immersive virtual world where people gather to socialize, play, and work,\" in the words of Merriam-Webster. Indeed, Nvidia has described its recently launched Omniverse as \"the 'plumbing' on which metaverses can be built.\"\nInvestors have been piling into Nvidia stock. In 2021, shares have returned 133% through Nov. 12. The S&P 500 index has returned 26.2% over this period.\nNvidia's key numbers\nHere are benchmarks to use to gauge the relative strength of the tech company's results.\n\n\n\nMetric\nFiscal Q3 2021 Result\nNvidia's Fiscal Q3 2022 Guidance\nWall Street's Fiscal Q3 2022 Consensus Estimate\nWall Street's Projected Growth\n\n\n\n\nRevenue\n$4.73 billion\n$6.80 billion\n$6.82 billion\n44%\n\n\nAdjusted earnings per share\n$0.73*\n$1.10**\n$1.11\n52%\n\n\n\nDATA SOURCES: NVIDIA AND YAHOO! FINANCE. FISCAL Q3 2022 ESSENTIALLY CORRESPONDS WITH THE AUGUST-THROUGH-OCTOBER PERIOD. *ADJUSTED TO REFLECT 4-FOR-1 STOCK SPLIT IN JULY, WHICH INCREASED SHARE COUNT BY A FACTOR OF FOUR. **CALCULATED BY THE AUTHOR BASED ON THE METRICS FOR WHICH MANAGEMENT PROVIDES GUIDANCE.\nFor context, infiscal Q2, Nvidia's revenue jumped 68% year over year (and 15% sequentially) to a record $6.51 billion. Growth was driven by record revenue in the gaming, data center, and professional visualization platforms. EPS on the basis of generally accepted accounting principles (GAAP) soared 276% year over year to $0.94, and adjusted EPS surged 89% to $1.04.\nWall Street had been expecting fiscal Q2 revenue and adjusted EPS of $6.33 billion and $1.02, respectively, so Nvidia exceeded both estimates.\nPlatform performance\nHere's how the platforms performed last quarter:\n\n\n\nPlatform\nFiscal Q2 2022 Revenue\nChange YOY\nChange QOQ\n\n\n\n\nGaming\n$3.06 billion\n85%\n11%\n\n\nData center\n$2.37 billion\n35%\n16%\n\n\nProfessional visualization\n$519 million\n156%\n40%\n\n\nAutomotive\n$152 million\n37%\n(1%)\n\n\nOEM and IP\n$409 million\n180%\n25%\n\n\nTotal\n$6.51 billion\n68%\n15%\n\n\n\nDATA SOURCE: NVIDIA. OEM AND IP = ORIGINAL EQUIPMENT MANUFACTURER AND INTELLECTUAL PROPERTY; NOT A TARGET MARKET PLATFORM. YOY = YEAR OVER YEAR. QOQ = QUARTER OVER QUARTER.\nInvestors should focus on the performance of the two largest platforms: computer gaming and data center. Nvidia's overall results are driven by these two businesses. In the first and second quarters of this fiscal year, these two platforms together accounted for 85% and 83%, respectively, of the company's total revenue.\nIn last quarter's CFO commentary, Colette Kress said \"the gaming platform's growth was driven by continued strong sales of the GeForce RTX 30 Series, based on the company's Ampere GPU [graphics processing unit] architecture,\" as I wrote at the time. \"She attributed the data center's year-over-year increase to the ramp-up of Ampere 'products into vertical industries and hyperscale customers.'\" Likewise, professional visualization's growth was driven by the ramp-up of Ampere GPUs, especially for desktop workstations.\nInvestors shouldn't pay too much attention to Nvidia's results in the OEM and IP categories. Last quarter's huge year-over-year increase was driven by the company's introduction earlier in the year of a product specifically for mining cryptocurrencies, aptly called the cryptocurrency mining processor (CMP). Last quarter, sales of this product were $266 million, or 4.1% of Nvidia's total revenue.\nNvidia's launch of the CMP was more defensive than offensive. Crypto miners had been scooping up the company's gaming cards, making it more difficult for gamers to get their hands on them. While it's great that Nvidia is making money from the crypto market, it's best to view this money as just icing on the cake. The crypto space is extremely volatile, so investors shouldn't count on seeing Nvidia's CMP sales grow rather linearly quarter after quarter.\nPending Arm acquisition\nInvestors can expect management to provide an update on the company's pending acquisition of leading mobile-chip designer Arm, owned by Japan'sSoftBank. This $40 billion deal was announced in September 2020 and was originally expected to close by March 2022. But this timeline is looking shaky. Nvidia has run into some regulatory headwinds stemming from concerns about competition, as it competes with many of the big tech players that are Arm licensees.\nIt would be great if the deal goes through, but Nvidia doesn't need Arm for the company and its stock to continue to be long-term winners.\nGuidance\nAs always, the company's guidance, relative to Wall Street's expectations, should be a big factor in the market's reaction to Nvidia's upcoming report.\nFor fiscal Q4, analysts are modeling for adjusted EPS of $1.08 on revenue of $6.81 billion, representing year-over-year growth of 40% and 36%, respectively.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879538093,"gmtCreate":1636734586328,"gmtModify":1636734587681,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Target price so low[捂脸] [捂脸] ","listText":"Target price so low[捂脸] [捂脸] ","text":"Target price so low[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879538093","repostId":"1139324750","repostType":4,"repost":{"id":"1139324750","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636729318,"share":"https://www.laohu8.com/m/news/1139324750?lang=zh_CN&edition=full","pubTime":"2021-11-12 23:01","market":"us","language":"en","title":"Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1139324750","media":"Tiger Newspress","summary":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp t","content":"<p>Nvidia shares fell nearly 2% in morning trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b> analyst Matt Bryson downgraded <b>NVIDIA Corp</b> to Neutral from Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性,目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值,该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性,这表明Nvidia的估值约为其2024年TAM的7倍,销售额约为25倍。相反,他必须在未来几年内将销售增长假设翻倍(从约20%增加到约40%),才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而,布赖森认为,对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下,客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会,特别是元宇宙及其图形密集型需求,已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”,英伟达的基本面也没有改善,但根据估值下调了该股的评级。</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>Nvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</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\">\nNvidia shares fell nearly 2% in morning trading<blockquote>英伟达股价早盘下跌近2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-12 23:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Nvidia shares fell nearly 2% in morning trading.<img src=\"https://static.tigerbbs.com/11eee16e740f662501f2bc3de305f18c\" tg-width=\"871\" tg-height=\"618\" width=\"100%\" height=\"auto\"><b>Wedbush</b> analyst Matt Bryson downgraded <b>NVIDIA Corp</b> to Neutral from Outperform with a price target of $300, up from $220.</p><p><blockquote>英伟达股价早盘下跌近2%。<b>韦德布什</b>分析师马特·布赖森下调评级<b>英伟达公司</b>从跑赢大盘调整为中性,目标价从220美元上调至300美元。</blockquote></p><p> The analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.</p><p><blockquote>该分析师引用了此次降级的估值,该股的交易价格是2024年股价的55倍。</blockquote></p><p> He would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.</p><p><blockquote>他必须将市盈率提高到67倍才能证明跑赢大盘的合理性,这表明Nvidia的估值约为其2024年TAM的7倍,销售额约为25倍。相反,他必须在未来几年内将销售增长假设翻倍(从约20%增加到约40%),才能继续使用40倍的倍数来评估Nvidia的估值。</blockquote></p><p> However, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.</p><p><blockquote>然而,布赖森认为,对数据中心和客户端产品的“前所未有的需求”将使英伟达在下周发布报告时再次超出预期。</blockquote></p><p> Nvidia's continued work in building out its AI software will further solidify its AI leadership.</p><p><blockquote>英伟达在构建人工智能软件方面的持续工作将进一步巩固其人工智能领导地位。</blockquote></p><p> Client GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.</p><p><blockquote>在稳定的游戏需求和加密挖掘需求的共同帮助下,客户端GPU再次变得难以采购。</blockquote></p><p> New opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.</p><p><blockquote>新的机会,特别是元宇宙及其图形密集型需求,已经开始实现投资的增加。</blockquote></p><p> He sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.</p><p><blockquote>他认为该股没有“负面催化剂”,英伟达的基本面也没有改善,但根据估值下调了该股的评级。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139324750","content_text":"Nvidia shares fell nearly 2% in morning trading.Wedbush analyst Matt Bryson downgraded NVIDIA Corp to Neutral from Outperform with a price target of $300, up from $220.\nThe analyst cites valuation for the downgrade, with the shares trading at 55 times his 2024 numbers.\nHe would have to lift the multiple to 67x to justify Outperform, suggesting Nvidia valued at ~7X its stated 2024 TAM and ~25X sales. Conversely, he would have to double his sales growth assumptions (from ~20% to ~40%) over the next couple of years to continue to use a 40X multiple to value Nvidia.\nHowever, Bryson believes the combination of \"unprecedented demand\" for both data center and client offerings will allow Nvidia to exceed expectations again next week when its reports.\nNvidia's continued work in building out its AI software will further solidify its AI leadership.\nClient GPUs have again become difficult to source, helped by a combination of solid gaming demand and crypto mining requirements.\nNew opportunities, particularly the Metaverse and its graphics-intensive requirements, have started to realize the increased investment.\nHe sees no \"negative catalyst\" for the stock and improving fundamentals for Nvidia but downgrades the shares on valuation.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847896396,"gmtCreate":1636504724308,"gmtModify":1636504999211,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Buy the dip if you have t conviction.[财迷] [财迷] ","listText":"Buy the dip if you have t conviction.[财迷] [财迷] ","text":"Buy the dip if you have t conviction.[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847896396","repostId":"1121436019","repostType":4,"isVote":1,"tweetType":1,"viewCount":2588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848729110,"gmtCreate":1636031247751,"gmtModify":1636031510105,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"It a meme stock","listText":"It a meme stock","text":"It a meme stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848729110","repostId":"1170845937","repostType":4,"repost":{"id":"1170845937","kind":"news","pubTimestamp":1636016985,"share":"https://www.laohu8.com/m/news/1170845937?lang=zh_CN&edition=full","pubTime":"2021-11-04 17:09","market":"us","language":"en","title":"AMC Entertainment Isn’t Worth $40 a Share Yet<blockquote>AMC院线每股价值还不到40美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170845937","media":"InvestorPlace","summary":"AMC stock may need more than bullish news to move higher","content":"<p><div> AMC Entertainment (NYSE:AMC) is making news again. For most of 2021, that has been a signal to the loyal AMC shareholders to send the stock to the moon. However, so far it looks like AMC stock is ...</p><p><blockquote><div>AMC院线(纽约证券交易所股票代码:AMC)再次制造新闻。在2021年的大部分时间里,这一直是向忠实的AMC股东发出的将股票送上月球的信号。然而,到目前为止,AMC股票似乎……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/11/amc-stock-may-need-more-than-headlines-to-move-higher/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/amc-stock-may-need-more-than-headlines-to-move-higher/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>AMC Entertainment Isn’t Worth $40 a Share Yet<blockquote>AMC院线每股价值还不到40美元</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\">\nAMC Entertainment Isn’t Worth $40 a Share Yet<blockquote>AMC院线每股价值还不到40美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-11-04 17:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> AMC Entertainment (NYSE:AMC) is making news again. For most of 2021, that has been a signal to the loyal AMC shareholders to send the stock to the moon. However, so far it looks like AMC stock is ...</p><p><blockquote><div>AMC院线(纽约证券交易所股票代码:AMC)再次制造新闻。在2021年的大部分时间里,这一直是向忠实的AMC股东发出的将股票送上月球的信号。然而,到目前为止,AMC股票似乎……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/11/amc-stock-may-need-more-than-headlines-to-move-higher/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/11/amc-stock-may-need-more-than-headlines-to-move-higher/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/11/amc-stock-may-need-more-than-headlines-to-move-higher/\">InvestorPlace</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":{"AMC":"AMC院线"},"source_url":"https://investorplace.com/2021/11/amc-stock-may-need-more-than-headlines-to-move-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170845937","content_text":"AMC Entertainment (NYSE:AMC) is making news again. For most of 2021, that has been a signal to the loyal AMC shareholders to send the stock to the moon. However, so far it looks like AMC stock is remaining relatively tame. That seems reasonable to me, but I’ll let you decide.\nOn Nov. 1, the company announced that its October ticket admission revenues were the highest for any single month since February 2020. As someone who is rooting for a strong economy, I celebrate that news. But I’m not sure it changes the narrative for AMC stock.\nAMC Shareholders Face Tough Math\nRevenue at the end of the company’s most recent quarter was $444.7 million. That was a home run compared to 2020. But it’s a far cry from the $1.2 billion it earned in the first quarter of 2019 or the $1.44 billion it earned in the same quarter in 2018. But to be fair, AMC is doing an exceptional job at improving its earnings outlook. And the company’s debt looks very manageable in the short term.\nBut does that mean AMC stock should be valued at over $40 a share? At the end of February 2020, AMC stock had a closing price of $6.26. That’s above the level of a penny stock, but it was over 50% lower than the end of February 2019.\nSigh. I know the diamond hands that are holding AMC don’t care. But the economy of 2018 and 2019 was firing on all cylinders. And AMC stock was falling for many reasons. Streaming had something to do with it. However, like e-commerce, streaming has become more pervasive not less. And the nation appears to be recovering from a public health crisis that may permanently change individual’s feelings about sitting in a theater for two hours.\nWill Cryptocurrency Capture the Coveted Consumers?\nIn other news, AMC is polling retail investors and inquiring whether the company should add Shiba Inu (CCC:SHIB-USD) to the list of cryptocurrencies the company is planning to accept as payment. This news is potentially more bullish for holders of AMC stock. By accepting cryptocurrency as a form of payment, the theater chain is betting on the coveted millennial and Gen-Z consumers.\nSadly, I can say that even if they did own Dogecoin (CCC:DOGE-USD), my kids would almost rather be anywhere but a movie theater. It’s simply not what they (or their friends) do. That’s one reason I believe if AMC thinks that declining attendance is due to a payment method, they’re missing the plot.\nThe Future of AMC Stock Remains Unclear\nOn its most recent earnings call in August, AMC chief executive officer Adam Aron fired up his shareholders (and scolded writers like me) by saying that the company is determined to prove the“conventional wisdom … wrong.”I’m not a shareholder so I hope for the “apes” who do own AMC that Aron is right. Personally, I love going to the movies and always have.\nBut my experience pre-pandemic was one of dwindling attendance. I don’t see that changing.\nMy opinion of AMC stock is solely tied to my belief in the future of the cinema experience. With that in mind, I regard the return of cinema viewers as the low-hanging fruit that was to be expected. Like cruise ships, airplanes and hotels, many people didn’t choose to stop going to the movies. The option was not available to them. It is logical to expect them to return.\nAt the same time, it’s too early to tell whether the cinema chain is attracting some “new” customers who had previously decided that the cinema experience is not for them. When I see evidence that is happening and is sticky, I’ll be more bullish. Until then, I salute the apes, but am staying away from AMC stock.","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":3970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848765921,"gmtCreate":1636030914942,"gmtModify":1636031214990,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Ready 30percent cash[强] [强] ","listText":"Ready 30percent cash[强] [强] ","text":"Ready 30percent cash[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848765921","repostId":"2180760173","repostType":4,"isVote":1,"tweetType":1,"viewCount":4448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848766066,"gmtCreate":1636030719659,"gmtModify":1636030724590,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Alway Moving in t Dark[财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Alway Moving in t Dark[财迷] [财迷] ","text":"$AMD(AMD)$Alway Moving in t Dark[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/e862bd60c711cb27f937c63ea62415e1","width":"1200","height":"2035"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848766066","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848769076,"gmtCreate":1636030339897,"gmtModify":1636030362763,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"1250comig","listText":"1250comig","text":"1250comig","images":[{"img":"https://static.tigerbbs.com/ecc5f12a5a3bb18deeaba6ba2572d2e3","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848769076","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841988102,"gmtCreate":1635868305283,"gmtModify":1635868306586,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>Soth Africa Ecommerce.","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>Soth Africa Ecommerce.","text":"$Jumia Technologies AG(JMIA)$Soth Africa Ecommerce.","images":[{"img":"https://static.tigerbbs.com/0bc0be371e6864a489ab95f8f8b34fdd","width":"1200","height":"1831"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841988102","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841983249,"gmtCreate":1635868232188,"gmtModify":1635868233508,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a>Pwer n coin mining company[财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a>Pwer n coin mining company[财迷] [财迷] ","text":"$CleanSpark, Inc.(CLSK)$Pwer n coin mining company[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/d7722ae71d959d4b45c28c3714a7e98f","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841983249","isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841907433,"gmtCreate":1635866456224,"gmtModify":1635866457473,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"🤑🤑","listText":"🤑🤑","text":"🤑🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841907433","repostId":"1163085565","repostType":2,"repost":{"id":"1163085565","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635862319,"share":"https://www.laohu8.com/m/news/1163085565?lang=zh_CN&edition=full","pubTime":"2021-11-02 22:11","market":"us","language":"en","title":"Bionano Genomics shares surged more than 10% in morning trading<blockquote>Bionano Genomics股价早盘飙升逾10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163085565","media":"Tiger Newspress","summary":"Bionano Genomics shares surged more than 10% in morning trading.\n\nPersonalized medicine is the holy ","content":"<p>Bionano Genomics shares surged more than 10% in morning trading.</p><p><blockquote>Bionano Genomics股价早盘飙升逾10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/341f797630babaf15e0ae9aa0dbd5c7d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Personalized medicine is the holy grail of biotech research. Despite numerous breakthroughs in the treatment of cancer with the advent of immunotherapy, a clinical success in this field is generally characterized by response rates as low as 30%. Researchers believe that these exceedingly low response rates stem from differences in the mutation type at both the nucleic acid and whole chromosomal level within a particular patient population. Cancer, in effect, is not a monolithic disease, making it impossible to develop a one-size-fits-all type of therapy.</p><p><blockquote>个性化医疗是生物技术研究的圣杯。尽管随着免疫疗法的出现在癌症治疗中取得了许多突破,但该领域的临床成功通常以低至30%的应答率为特征。研究人员认为,这些极低的应答率源于特定患者群体内核酸和全染色体水平突变类型的差异。实际上,癌症不是一种单一的疾病,因此不可能开发出一种放之四海而皆准的疗法。</blockquote></p><p> To boost the efficacy of these novel anti-cancer treatments, researchers thus require an accurate picture of the malignancy's genetic architecture at the individual level. That's where a company like Bionano Genomics comes into play. Bionano Genomicssportsa non-sequencing-based optical mapping technology known as the Saphyr System. The Saphyr System is designed to rapidly characterize extremely long strands of genomic DNA.</p><p><blockquote>因此,为了提高这些新型抗癌治疗的疗效,研究人员需要在个体水平上准确了解恶性肿瘤的遗传结构。这就是像Bionano Genomics这样的公司发挥作用的地方。Bionano GenomicsSport一种基于非测序的光学作图技术,称为Saphyr系统。Saphyr系统旨在快速表征极长的基因组DNA链。</blockquote></p><p> What's more, the biotech recently acquired the leading genomics data analysis software company BioDiscovery. This landmark acquisition could turn out to be a game-changing business development move for the company and its shareholders. In brief, BioDiscovery's NXClinical software solution for variant analysis, combined with the Saphyr System, has the potential to accelerate the adoption of optical genome mapping at large. Moreover, this potentially best-in-class platform might ultimately grab an outsize portion of this multi-billion dollar market within the next few years.</p><p><blockquote>此外,该生物技术公司最近收购了领先的基因组学数据分析软件公司BioDiscovery。对于公司及其股东来说,这一具有里程碑意义的收购可能会成为改变游戏规则的业务发展举措。简而言之,BioDiscovery用于变异分析的NXClinical软件解决方案与Saphyr系统相结合,有可能加速光学基因组图谱的广泛采用。此外,这个潜在的同类最佳平台最终可能会在未来几年内占据这个数十亿美元市场的很大一部分。</blockquote></p><p> Bionano is slated to report third-quarter earnings on Nov. 4. While the biotech's Q3 revenue figure is unlikely to turn heads, investors should learn more about the long-term implications of this key acquisition. As a result, Bionano's beaten-down stock might finally start to show some signs of life after an eight-month downturn. Underscoring this point, the biotech's shares are currently down by a whopping 67% relative to their 52-week highs. Aggressive investors, in turn, may want to pick up some shares ahead of this upcoming earnings report.</p><p><blockquote>Bionano定于11月4日公布第三季度收益。虽然该生物技术公司第三季度的收入数据不太可能引人注目,但投资者应该更多地了解这一关键收购的长期影响。因此,Bionano遭受重创的股票在经历了八个月的低迷之后可能终于开始显示出一些复苏的迹象。该生物技术公司的股价目前较52周高点下跌了67%,这凸显了这一点。反过来,激进的投资者可能希望在即将发布的收益报告之前买入一些股票。</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>Bionano Genomics shares surged more than 10% in morning trading<blockquote>Bionano Genomics股价早盘飙升逾10%</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\">\nBionano Genomics shares surged more than 10% in morning trading<blockquote>Bionano Genomics股价早盘飙升逾10%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-02 22:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Bionano Genomics shares surged more than 10% in morning trading.</p><p><blockquote>Bionano Genomics股价早盘飙升逾10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/341f797630babaf15e0ae9aa0dbd5c7d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Personalized medicine is the holy grail of biotech research. Despite numerous breakthroughs in the treatment of cancer with the advent of immunotherapy, a clinical success in this field is generally characterized by response rates as low as 30%. Researchers believe that these exceedingly low response rates stem from differences in the mutation type at both the nucleic acid and whole chromosomal level within a particular patient population. Cancer, in effect, is not a monolithic disease, making it impossible to develop a one-size-fits-all type of therapy.</p><p><blockquote>个性化医疗是生物技术研究的圣杯。尽管随着免疫疗法的出现在癌症治疗中取得了许多突破,但该领域的临床成功通常以低至30%的应答率为特征。研究人员认为,这些极低的应答率源于特定患者群体内核酸和全染色体水平突变类型的差异。实际上,癌症不是一种单一的疾病,因此不可能开发出一种放之四海而皆准的疗法。</blockquote></p><p> To boost the efficacy of these novel anti-cancer treatments, researchers thus require an accurate picture of the malignancy's genetic architecture at the individual level. That's where a company like Bionano Genomics comes into play. Bionano Genomicssportsa non-sequencing-based optical mapping technology known as the Saphyr System. The Saphyr System is designed to rapidly characterize extremely long strands of genomic DNA.</p><p><blockquote>因此,为了提高这些新型抗癌治疗的疗效,研究人员需要在个体水平上准确了解恶性肿瘤的遗传结构。这就是像Bionano Genomics这样的公司发挥作用的地方。Bionano GenomicsSport一种基于非测序的光学作图技术,称为Saphyr系统。Saphyr系统旨在快速表征极长的基因组DNA链。</blockquote></p><p> What's more, the biotech recently acquired the leading genomics data analysis software company BioDiscovery. This landmark acquisition could turn out to be a game-changing business development move for the company and its shareholders. In brief, BioDiscovery's NXClinical software solution for variant analysis, combined with the Saphyr System, has the potential to accelerate the adoption of optical genome mapping at large. Moreover, this potentially best-in-class platform might ultimately grab an outsize portion of this multi-billion dollar market within the next few years.</p><p><blockquote>此外,该生物技术公司最近收购了领先的基因组学数据分析软件公司BioDiscovery。对于公司及其股东来说,这一具有里程碑意义的收购可能会成为改变游戏规则的业务发展举措。简而言之,BioDiscovery用于变异分析的NXClinical软件解决方案与Saphyr系统相结合,有可能加速光学基因组图谱的广泛采用。此外,这个潜在的同类最佳平台最终可能会在未来几年内占据这个数十亿美元市场的很大一部分。</blockquote></p><p> Bionano is slated to report third-quarter earnings on Nov. 4. While the biotech's Q3 revenue figure is unlikely to turn heads, investors should learn more about the long-term implications of this key acquisition. As a result, Bionano's beaten-down stock might finally start to show some signs of life after an eight-month downturn. Underscoring this point, the biotech's shares are currently down by a whopping 67% relative to their 52-week highs. Aggressive investors, in turn, may want to pick up some shares ahead of this upcoming earnings report.</p><p><blockquote>Bionano定于11月4日公布第三季度收益。虽然该生物技术公司第三季度的收入数据不太可能引人注目,但投资者应该更多地了解这一关键收购的长期影响。因此,Bionano遭受重创的股票在经历了八个月的低迷之后可能终于开始显示出一些复苏的迹象。该生物技术公司的股价目前较52周高点下跌了67%,这凸显了这一点。反过来,激进的投资者可能希望在即将发布的收益报告之前买入一些股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNGO":"Bionano Genomics"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163085565","content_text":"Bionano Genomics shares surged more than 10% in morning trading.\n\nPersonalized medicine is the holy grail of biotech research. Despite numerous breakthroughs in the treatment of cancer with the advent of immunotherapy, a clinical success in this field is generally characterized by response rates as low as 30%. Researchers believe that these exceedingly low response rates stem from differences in the mutation type at both the nucleic acid and whole chromosomal level within a particular patient population. Cancer, in effect, is not a monolithic disease, making it impossible to develop a one-size-fits-all type of therapy.\nTo boost the efficacy of these novel anti-cancer treatments, researchers thus require an accurate picture of the malignancy's genetic architecture at the individual level. That's where a company like Bionano Genomics comes into play. Bionano Genomicssportsa non-sequencing-based optical mapping technology known as the Saphyr System. The Saphyr System is designed to rapidly characterize extremely long strands of genomic DNA.\nWhat's more, the biotech recently acquired the leading genomics data analysis software company BioDiscovery. This landmark acquisition could turn out to be a game-changing business development move for the company and its shareholders. In brief, BioDiscovery's NXClinical software solution for variant analysis, combined with the Saphyr System, has the potential to accelerate the adoption of optical genome mapping at large. Moreover, this potentially best-in-class platform might ultimately grab an outsize portion of this multi-billion dollar market within the next few years.\nBionano is slated to report third-quarter earnings on Nov. 4. While the biotech's Q3 revenue figure is unlikely to turn heads, investors should learn more about the long-term implications of this key acquisition. As a result, Bionano's beaten-down stock might finally start to show some signs of life after an eight-month downturn. Underscoring this point, the biotech's shares are currently down by a whopping 67% relative to their 52-week highs. Aggressive investors, in turn, may want to pick up some shares ahead of this upcoming earnings report.","news_type":1,"symbols_score_info":{"BNGO":0.9}},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843048695,"gmtCreate":1635784987388,"gmtModify":1635784988631,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DLO\">$DLocal Limited(DLO)$</a>Good to buy before ER. EP 48.5 to 49 TP 62 for trading[财迷] ","listText":"<a href=\"https://laohu8.com/S/DLO\">$DLocal Limited(DLO)$</a>Good to buy before ER. EP 48.5 to 49 TP 62 for trading[财迷] ","text":"$DLocal Limited(DLO)$Good to buy before ER. EP 48.5 to 49 TP 62 for trading[财迷]","images":[{"img":"https://static.tigerbbs.com/792c0321ee7a9618595871a358f9c403","width":"1080","height":"3847"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843048695","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843043047,"gmtCreate":1635784796888,"gmtModify":1635784798093,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Put DLO in watchlist[财迷] ","listText":"Put DLO in watchlist[财迷] ","text":"Put DLO in watchlist[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843043047","repostId":"1182819558","repostType":2,"repost":{"id":"1182819558","kind":"news","pubTimestamp":1635491291,"share":"https://www.laohu8.com/m/news/1182819558?lang=zh_CN&edition=full","pubTime":"2021-10-29 15:08","market":"us","language":"en","title":"Fastest-Growing IPOs: Upstart, Crypto Stocks Expect Over 100% Growth In 2021<blockquote>增长最快的IPO:新贵、加密货币股票预计2021年增长超过100%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182819558","media":"investors","summary":"Now in the last quarter of the year and the stock market indexes back in an uptrend, what are the be","content":"<p>Now in the last quarter of the year and the stock market indexes back in an uptrend, what are the best IPO stocks to buy and watch in 2021? In addition to Upstart (UPST) and BioNTech (BNTX), cryptocurrency plays Coinbase Global (COIN) and <a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a> (SI) are among 12 IPOs that have debuted since 2019 and expect at least 100% earnings growth in 2021 or their current fiscal year.</p><p><blockquote>现在是今年最后一个季度,股市指数重回上升趋势,2021年最值得购买和关注的IPO股票是什么?除了Upstart(UPST)和BioNTech(BNTX)之外,加密货币还扮演Coinbase Global(COIN)和<a href=\"https://laohu8.com/S/SI\">银门资本</a>(SI)是自2019年以来首次亮相的12家IPO之一,预计2021年或本财年盈利至少增长100%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PGNY\">Progyny</a></b>(PGNY),<b>DLocal</b>(DLO),<b>ZIM Integrated Shipping Services</b>(ZIM),<b>Hayward</b>(HAYW), and <b>Dutch Bros</b> <b>Coffee</b>(BROS) also make the cut.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PGNY\">Progyny</a></b>(PGNY),<b>本地</b>(DLO),<b>以星综合航运服务</b>(齐姆),<b>海沃德</b>(HAYW),以及<b>荷兰兄弟</b> <b>咖啡</b>(兄弟)也晋级了。</blockquote></p><p> Built using MarketSmith, the screen filters the entire IBD database identifying only those companies that meet the criteria listed below.</p><p><blockquote>该屏幕使用MarketSmith构建,可过滤整个IBD数据库,仅识别符合下列标准的公司。</blockquote></p><p> All the IPO stocks on this screen must:</p><p><blockquote>此屏幕上的所有IPO股票必须:</blockquote></p><p> <ul> <li>Have gone public since 2019.</li> <li>Trade 400,000+ shares per day on average</li> <li>Expect 100% or higher EPS growth in 2021.</li> <li>Have sales growth above 25% last quarter.</li> <li>Earn a Composite Rating 80 or higher.</li> </ul> Stock Checkuprequires a Composite Rating of 95 or higher to earn a passing grade. Many IPOs, even ones showing strong promise, have not been trading on the stock market long enough — or lag on other metrics — to meet that benchmark. But each of the IPO stocks featured here have an 80 or better Composite Rating to show their fundamental and technical performance puts them in the top 20% of all stocks.</p><p><blockquote><ul><li>自2019年起上市。</li><li>平均每天交易400,000股以上</li><li>预计2021年每股收益将增长100%或更高。</li><li>上季度销售额增长超过25%。</li><li>获得80或更高的综合评分。</li></ul>股票检查要求综合评级达到95或更高才能获得及格分数。许多IPO,即使是那些显示出强劲前景的IPO,在股市上的交易时间还不够长,或者落后于其他指标,无法达到这一基准。但这里介绍的每只IPO股票的综合评级均为80或更高,以表明其基本面和技术表现使其跻身所有股票的前20%。</blockquote></p><p> UPST stock and Silvergate Capital, however, already earn the highest-possible 99Composite Rating.Coinbase stockearns a score of 97.</p><p><blockquote>然而,UPST股票和Silvergate Capital已经获得了最高的99分综合评级。Coinbase股票获得了97分。</blockquote></p><p> Founded in 2020 by former employees Google, Upstart leverages cloud=basedartificial intelligence (AI)to streamline affordable consumer credit while reducing the risks and costs of lending for its bank partners. The San Mateo Calif.-based company has already originated over $13 billion in loans with 71% fully automated.</p><p><blockquote>Upstart由谷歌前员工于2020年创立,利用基于云的人工智能(AI)来简化负担得起的消费信贷,同时降低银行合作伙伴的贷款风险和成本。这家总部位于加利福尼亚州圣马特奥的公司已经发放了超过130亿美元的贷款,其中71%是完全自动化的。</blockquote></p><p> In addition to the <b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>(GOOGL) pedigree, UPST stock is boosted by analyst estimates of 871% earnings growth for the full year. The leading cloud computing and AI stock has also generated average annual sales growth of 70% over the last three years.</p><p><blockquote>除了<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>(GOOGL)血统,UPST股票因分析师预计全年盈利增长871%而受到提振。领先的云计算和人工智能股票在过去三年中也实现了70%的年均销售额增长。</blockquote></p><p> Upstart'sindustry group ranks an impressive No. 4 out of the 197 groups IBD tracks.</p><p><blockquote>Upstart的行业集团在IBD的197个集团中排名第四,令人印象深刻。</blockquote></p><p> IPOs On <a href=\"https://laohu8.com/S/LBIX\">Leading</a> Stock Lists</p><p><blockquote>IPO于<a href=\"https://laohu8.com/S/LBIX\">领先的</a>库存清单</blockquote></p><p> Regularly checking IBDstock lists is a good way to stay on top of promising IPOs, as well other leading growth stocks. The IPO Leadersscreen currently features Progyny, Dutch Bros, and Ryan Specialty Group.</p><p><blockquote>定期查看IBDstock列表是了解有前途的IPO以及其他领先成长型股票的好方法。IPO Leadersscreen目前包括Progyny、Dutch Bros和Ryan Specialty Group。</blockquote></p><p> UPST stock, Dutch Bros Coffee and Progynyare also on the IBD 50. list of top growth stocks. Upstart also earns a spot on the IBD Big Cap 20.</p><p><blockquote>UPST股票、Dutch Bros Coffee和Progynyare也在IBD 50指数上。顶级成长股列表。Upstart还在IBD Big Cap 20中赢得了一席之地。</blockquote></p><p> In a sign of stock market leadership, the relative strength lines for Dutch Bros and cryptocurrency stock Coinbase have been rising. As its RS line rises, Dutch Bros has brewed its own IPO base breakout.</p><p><blockquote>Dutch Bros和加密货币股票Coinbase的相对强弱线一直在上升,这是股市领先的一个迹象。随着RS系列的崛起,荷兰兄弟也酝酿了自己的IPO基础突破。</blockquote></p><p> Top IPOs, Crypto Stocks Expecting Over 100% EPS Growth In 2021</p><p><blockquote>顶级IPO、加密货币股票预计2021年每股收益增长超过100%</blockquote></p><p></p><p> <table> <thead> <tr> <th>Company</th> <th>Symbol</th> <th>EPS Est Cur Yr %</th> <th>Comp Rating</th> <th>EPS Rating</th> <th>RS Rating</th> <th>SMR Rating</th> </tr> </thead> <tbody> <tr> <td>Biontech Se Ads</td> <td>BNTX</td> <td>25360</td> <td>86</td> <td>66</td> <td>97</td> <td>C</td> </tr> <tr> <td>Upstart Holdings Inc</td> <td>UPST</td> <td>871</td> <td>99</td> <td>66</td> <td>99</td> <td>A</td> </tr> <tr> <td>Coinbase Global Inc Cl A</td> <td>COIN</td> <td>655</td> <td>97</td> <td>74</td> <td>60</td> <td>A</td> </tr> <tr> <td>ZIM Integ Shipping Svcs</td> <td>ZIM</td> <td>630</td> <td>99</td> <td>71</td> <td>99</td> <td>A</td> </tr> <tr> <td>Hayward Holdings Inc</td> <td>HAYW</td> <td>532</td> <td>86</td> <td>66</td> <td>71</td> <td>B</td> </tr> <tr> <td>Endeavor Group Hldg Cl A</td> <td>EDR</td> <td>517</td> <td>88</td> <td>94</td> <td>54</td> <td>B</td> </tr> <tr> <td>Dutch Bros Inc Cl A</td> <td>BROS</td> <td>425</td> <td>82</td> <td>37</td> <td>98</td> <td>C</td> </tr> <tr> <td>Maravai Lifesciences ClA</td> <td>MRVI</td> <td>396</td> <td>83</td> <td>66</td> <td>75</td> <td>A</td> </tr> <tr> <td>Ryan Specialty Grp Cl A</td> <td>RYAN</td> <td>203</td> <td>85</td> <td>65</td> <td>86</td> </tr> <tr> <td>Progyny Inc</td> <td>PGNY</td> <td>176</td> <td>90</td> <td>66</td> <td>91</td> <td>A</td> </tr> <tr> <td>Dlocal Limited Cl A</td> <td>DLO</td> <td>160</td> <td>88</td> <td>66</td> <td>88</td> <td>A</td> </tr> <tr> <td>Silvergate Cap Corp Cl A</td> <td>SI</td> <td>111</td> <td>99</td> <td>99</td> <td>99</td> <td>A</td> </tr> </tbody> </table></p><p><blockquote><table><thead><tr><th>公司</th><th>象征</th><th>每股收益是当前年%</th><th>薪酬评级</th><th>每股收益评级</th><th>RS评级</th><th>SMR等级</th></tr></thead><tbody><tr><td>Biontech Se广告</td><td>BNTX</td><td>25360</td><td>86</td><td>66</td><td>97</td><td>C</td></tr><tr><td>新贵控股公司</td><td>UPST</td><td>871</td><td>99</td><td>66</td><td>99</td><td>一个</td></tr><tr><td>比特币基地全球公司Cl A</td><td>硬币</td><td>655</td><td>97</td><td>74</td><td>60</td><td>一个</td></tr><tr><td>以星Integ航运服务公司</td><td>ZIM</td><td>630</td><td>99</td><td>71</td><td>99</td><td>一个</td></tr><tr><td>海沃德控股公司</td><td>HAYW</td><td>532</td><td>86</td><td>66</td><td>71</td><td>B</td></tr><tr><td>奋进集团控股Cl A</td><td>EDR</td><td>517</td><td>88</td><td>94</td><td>54</td><td>B</td></tr><tr><td>荷兰兄弟公司Cl A</td><td>兄弟</td><td>425</td><td>82</td><td>37</td><td>98</td><td>C</td></tr><tr><td>马拉维生命科学ClA</td><td>MRVI</td><td>396</td><td>83</td><td>66</td><td>75</td><td>一个</td></tr><tr><td>瑞安专业集团Cl A</td><td>RYAN</td><td>203</td><td>85</td><td>65</td><td>86</td></tr><tr><td>Progyny公司</td><td>PGNY</td><td>176</td><td>90</td><td>66</td><td>91</td><td>一个</td></tr><tr><td>Dlocal Limited Cl A</td><td>DLO</td><td>160</td><td>88</td><td>66</td><td>88</td><td>一个</td></tr><tr><td>Silvergate Cap Corp Cl A</td><td>是的</td><td>111</td><td>99</td><td>99</td><td>99</td><td>一个</td></tr></tbody></table></blockquote></p><p></p>","source":"lsy1610449120050","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>Fastest-Growing IPOs: Upstart, Crypto Stocks Expect Over 100% Growth In 2021<blockquote>增长最快的IPO:新贵、加密货币股票预计2021年增长超过100%</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\">\nFastest-Growing IPOs: Upstart, Crypto Stocks Expect Over 100% Growth In 2021<blockquote>增长最快的IPO:新贵、加密货币股票预计2021年增长超过100%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investors</strong><span class=\"h-time small\">2021-10-29 15:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Now in the last quarter of the year and the stock market indexes back in an uptrend, what are the best IPO stocks to buy and watch in 2021? In addition to Upstart (UPST) and BioNTech (BNTX), cryptocurrency plays Coinbase Global (COIN) and <a href=\"https://laohu8.com/S/SI\">Silvergate Capital</a> (SI) are among 12 IPOs that have debuted since 2019 and expect at least 100% earnings growth in 2021 or their current fiscal year.</p><p><blockquote>现在是今年最后一个季度,股市指数重回上升趋势,2021年最值得购买和关注的IPO股票是什么?除了Upstart(UPST)和BioNTech(BNTX)之外,加密货币还扮演Coinbase Global(COIN)和<a href=\"https://laohu8.com/S/SI\">银门资本</a>(SI)是自2019年以来首次亮相的12家IPO之一,预计2021年或本财年盈利至少增长100%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/PGNY\">Progyny</a></b>(PGNY),<b>DLocal</b>(DLO),<b>ZIM Integrated Shipping Services</b>(ZIM),<b>Hayward</b>(HAYW), and <b>Dutch Bros</b> <b>Coffee</b>(BROS) also make the cut.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PGNY\">Progyny</a></b>(PGNY),<b>本地</b>(DLO),<b>以星综合航运服务</b>(齐姆),<b>海沃德</b>(HAYW),以及<b>荷兰兄弟</b> <b>咖啡</b>(兄弟)也晋级了。</blockquote></p><p> Built using MarketSmith, the screen filters the entire IBD database identifying only those companies that meet the criteria listed below.</p><p><blockquote>该屏幕使用MarketSmith构建,可过滤整个IBD数据库,仅识别符合下列标准的公司。</blockquote></p><p> All the IPO stocks on this screen must:</p><p><blockquote>此屏幕上的所有IPO股票必须:</blockquote></p><p> <ul> <li>Have gone public since 2019.</li> <li>Trade 400,000+ shares per day on average</li> <li>Expect 100% or higher EPS growth in 2021.</li> <li>Have sales growth above 25% last quarter.</li> <li>Earn a Composite Rating 80 or higher.</li> </ul> Stock Checkuprequires a Composite Rating of 95 or higher to earn a passing grade. Many IPOs, even ones showing strong promise, have not been trading on the stock market long enough — or lag on other metrics — to meet that benchmark. But each of the IPO stocks featured here have an 80 or better Composite Rating to show their fundamental and technical performance puts them in the top 20% of all stocks.</p><p><blockquote><ul><li>自2019年起上市。</li><li>平均每天交易400,000股以上</li><li>预计2021年每股收益将增长100%或更高。</li><li>上季度销售额增长超过25%。</li><li>获得80或更高的综合评分。</li></ul>股票检查要求综合评级达到95或更高才能获得及格分数。许多IPO,即使是那些显示出强劲前景的IPO,在股市上的交易时间还不够长,或者落后于其他指标,无法达到这一基准。但这里介绍的每只IPO股票的综合评级均为80或更高,以表明其基本面和技术表现使其跻身所有股票的前20%。</blockquote></p><p> UPST stock and Silvergate Capital, however, already earn the highest-possible 99Composite Rating.Coinbase stockearns a score of 97.</p><p><blockquote>然而,UPST股票和Silvergate Capital已经获得了最高的99分综合评级。Coinbase股票获得了97分。</blockquote></p><p> Founded in 2020 by former employees Google, Upstart leverages cloud=basedartificial intelligence (AI)to streamline affordable consumer credit while reducing the risks and costs of lending for its bank partners. The San Mateo Calif.-based company has already originated over $13 billion in loans with 71% fully automated.</p><p><blockquote>Upstart由谷歌前员工于2020年创立,利用基于云的人工智能(AI)来简化负担得起的消费信贷,同时降低银行合作伙伴的贷款风险和成本。这家总部位于加利福尼亚州圣马特奥的公司已经发放了超过130亿美元的贷款,其中71%是完全自动化的。</blockquote></p><p> In addition to the <b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>(GOOGL) pedigree, UPST stock is boosted by analyst estimates of 871% earnings growth for the full year. The leading cloud computing and AI stock has also generated average annual sales growth of 70% over the last three years.</p><p><blockquote>除了<b><a href=\"https://laohu8.com/S/GOOG\">Alphabet</a></b>(GOOGL)血统,UPST股票因分析师预计全年盈利增长871%而受到提振。领先的云计算和人工智能股票在过去三年中也实现了70%的年均销售额增长。</blockquote></p><p> Upstart'sindustry group ranks an impressive No. 4 out of the 197 groups IBD tracks.</p><p><blockquote>Upstart的行业集团在IBD的197个集团中排名第四,令人印象深刻。</blockquote></p><p> IPOs On <a href=\"https://laohu8.com/S/LBIX\">Leading</a> Stock Lists</p><p><blockquote>IPO于<a href=\"https://laohu8.com/S/LBIX\">领先的</a>库存清单</blockquote></p><p> Regularly checking IBDstock lists is a good way to stay on top of promising IPOs, as well other leading growth stocks. The IPO Leadersscreen currently features Progyny, Dutch Bros, and Ryan Specialty Group.</p><p><blockquote>定期查看IBDstock列表是了解有前途的IPO以及其他领先成长型股票的好方法。IPO Leadersscreen目前包括Progyny、Dutch Bros和Ryan Specialty Group。</blockquote></p><p> UPST stock, Dutch Bros Coffee and Progynyare also on the IBD 50. list of top growth stocks. Upstart also earns a spot on the IBD Big Cap 20.</p><p><blockquote>UPST股票、Dutch Bros Coffee和Progynyare也在IBD 50指数上。顶级成长股列表。Upstart还在IBD Big Cap 20中赢得了一席之地。</blockquote></p><p> In a sign of stock market leadership, the relative strength lines for Dutch Bros and cryptocurrency stock Coinbase have been rising. As its RS line rises, Dutch Bros has brewed its own IPO base breakout.</p><p><blockquote>Dutch Bros和加密货币股票Coinbase的相对强弱线一直在上升,这是股市领先的一个迹象。随着RS系列的崛起,荷兰兄弟也酝酿了自己的IPO基础突破。</blockquote></p><p> Top IPOs, Crypto Stocks Expecting Over 100% EPS Growth In 2021</p><p><blockquote>顶级IPO、加密货币股票预计2021年每股收益增长超过100%</blockquote></p><p></p><p> <table> <thead> <tr> <th>Company</th> <th>Symbol</th> <th>EPS Est Cur Yr %</th> <th>Comp Rating</th> <th>EPS Rating</th> <th>RS Rating</th> <th>SMR Rating</th> </tr> </thead> <tbody> <tr> <td>Biontech Se Ads</td> <td>BNTX</td> <td>25360</td> <td>86</td> <td>66</td> <td>97</td> <td>C</td> </tr> <tr> <td>Upstart Holdings Inc</td> <td>UPST</td> <td>871</td> <td>99</td> <td>66</td> <td>99</td> <td>A</td> </tr> <tr> <td>Coinbase Global Inc Cl A</td> <td>COIN</td> <td>655</td> <td>97</td> <td>74</td> <td>60</td> <td>A</td> </tr> <tr> <td>ZIM Integ Shipping Svcs</td> <td>ZIM</td> <td>630</td> <td>99</td> <td>71</td> <td>99</td> <td>A</td> </tr> <tr> <td>Hayward Holdings Inc</td> <td>HAYW</td> <td>532</td> <td>86</td> <td>66</td> <td>71</td> <td>B</td> </tr> <tr> <td>Endeavor Group Hldg Cl A</td> <td>EDR</td> <td>517</td> <td>88</td> <td>94</td> <td>54</td> <td>B</td> </tr> <tr> <td>Dutch Bros Inc Cl A</td> <td>BROS</td> <td>425</td> <td>82</td> <td>37</td> <td>98</td> <td>C</td> </tr> <tr> <td>Maravai Lifesciences ClA</td> <td>MRVI</td> <td>396</td> <td>83</td> <td>66</td> <td>75</td> <td>A</td> </tr> <tr> <td>Ryan Specialty Grp Cl A</td> <td>RYAN</td> <td>203</td> <td>85</td> <td>65</td> <td>86</td> </tr> <tr> <td>Progyny Inc</td> <td>PGNY</td> <td>176</td> <td>90</td> <td>66</td> <td>91</td> <td>A</td> </tr> <tr> <td>Dlocal Limited Cl A</td> <td>DLO</td> <td>160</td> <td>88</td> <td>66</td> <td>88</td> <td>A</td> </tr> <tr> <td>Silvergate Cap Corp Cl A</td> <td>SI</td> <td>111</td> <td>99</td> <td>99</td> <td>99</td> <td>A</td> </tr> </tbody> </table></p><p><blockquote><table><thead><tr><th>公司</th><th>象征</th><th>每股收益是当前年%</th><th>薪酬评级</th><th>每股收益评级</th><th>RS评级</th><th>SMR等级</th></tr></thead><tbody><tr><td>Biontech Se广告</td><td>BNTX</td><td>25360</td><td>86</td><td>66</td><td>97</td><td>C</td></tr><tr><td>新贵控股公司</td><td>UPST</td><td>871</td><td>99</td><td>66</td><td>99</td><td>一个</td></tr><tr><td>比特币基地全球公司Cl A</td><td>硬币</td><td>655</td><td>97</td><td>74</td><td>60</td><td>一个</td></tr><tr><td>以星Integ航运服务公司</td><td>ZIM</td><td>630</td><td>99</td><td>71</td><td>99</td><td>一个</td></tr><tr><td>海沃德控股公司</td><td>HAYW</td><td>532</td><td>86</td><td>66</td><td>71</td><td>B</td></tr><tr><td>奋进集团控股Cl A</td><td>EDR</td><td>517</td><td>88</td><td>94</td><td>54</td><td>B</td></tr><tr><td>荷兰兄弟公司Cl A</td><td>兄弟</td><td>425</td><td>82</td><td>37</td><td>98</td><td>C</td></tr><tr><td>马拉维生命科学ClA</td><td>MRVI</td><td>396</td><td>83</td><td>66</td><td>75</td><td>一个</td></tr><tr><td>瑞安专业集团Cl A</td><td>RYAN</td><td>203</td><td>85</td><td>65</td><td>86</td></tr><tr><td>Progyny公司</td><td>PGNY</td><td>176</td><td>90</td><td>66</td><td>91</td><td>一个</td></tr><tr><td>Dlocal Limited Cl A</td><td>DLO</td><td>160</td><td>88</td><td>66</td><td>88</td><td>一个</td></tr><tr><td>Silvergate Cap Corp Cl A</td><td>是的</td><td>111</td><td>99</td><td>99</td><td>99</td><td>一个</td></tr></tbody></table></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/research/best-ipo-stocks-to-buy-watch-2021/?src=A00220\">investors</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":{"BNTX":"BioNTech SE","BROS":"Dutch Bros Inc.","DLO":"DLocal Limited","ZIM":"以星航运","SI":"Shoulder Innovations, Inc.","PGNY":"Progyny","UPST":"Upstart Holdings, Inc.","HAYW":"Hayward Holdings, Inc.","COIN":"Coinbase Global, Inc."},"source_url":"https://www.investors.com/research/best-ipo-stocks-to-buy-watch-2021/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182819558","content_text":"Now in the last quarter of the year and the stock market indexes back in an uptrend, what are the best IPO stocks to buy and watch in 2021? In addition to Upstart (UPST) and BioNTech (BNTX), cryptocurrency plays Coinbase Global (COIN) and Silvergate Capital (SI) are among 12 IPOs that have debuted since 2019 and expect at least 100% earnings growth in 2021 or their current fiscal year.\nProgyny(PGNY),DLocal(DLO),ZIM Integrated Shipping Services(ZIM),Hayward(HAYW), and Dutch Bros Coffee(BROS) also make the cut.\nBuilt using MarketSmith, the screen filters the entire IBD database identifying only those companies that meet the criteria listed below.\nAll the IPO stocks on this screen must:\n\nHave gone public since 2019.\nTrade 400,000+ shares per day on average\nExpect 100% or higher EPS growth in 2021.\nHave sales growth above 25% last quarter.\nEarn a Composite Rating 80 or higher.\n\nStock Checkuprequires a Composite Rating of 95 or higher to earn a passing grade. Many IPOs, even ones showing strong promise, have not been trading on the stock market long enough — or lag on other metrics — to meet that benchmark. But each of the IPO stocks featured here have an 80 or better Composite Rating to show their fundamental and technical performance puts them in the top 20% of all stocks.\nUPST stock and Silvergate Capital, however, already earn the highest-possible 99Composite Rating.Coinbase stockearns a score of 97.\nFounded in 2020 by former employees Google, Upstart leverages cloud=basedartificial intelligence (AI)to streamline affordable consumer credit while reducing the risks and costs of lending for its bank partners. The San Mateo Calif.-based company has already originated over $13 billion in loans with 71% fully automated.\nIn addition to the Alphabet(GOOGL) pedigree, UPST stock is boosted by analyst estimates of 871% earnings growth for the full year. The leading cloud computing and AI stock has also generated average annual sales growth of 70% over the last three years.\nUpstart'sindustry group ranks an impressive No. 4 out of the 197 groups IBD tracks.\nIPOs On Leading Stock Lists\nRegularly checking IBDstock lists is a good way to stay on top of promising IPOs, as well other leading growth stocks. The IPO Leadersscreen currently features Progyny, Dutch Bros, and Ryan Specialty Group.\nUPST stock, Dutch Bros Coffee and Progynyare also on the IBD 50. list of top growth stocks. Upstart also earns a spot on the IBD Big Cap 20.\nIn a sign of stock market leadership, the relative strength lines for Dutch Bros and cryptocurrency stock Coinbase have been rising. As its RS line rises, Dutch Bros has brewed its own IPO base breakout.\nTop IPOs, Crypto Stocks Expecting Over 100% EPS Growth In 2021\n\n\n\nCompany\nSymbol\nEPS Est Cur Yr %\nComp Rating\nEPS Rating\nRS Rating\nSMR Rating\n\n\n\n\nBiontech Se Ads\nBNTX\n25360\n86\n66\n97\nC\n\n\nUpstart Holdings Inc\nUPST\n871\n99\n66\n99\nA\n\n\nCoinbase Global Inc Cl A\nCOIN\n655\n97\n74\n60\nA\n\n\nZIM Integ Shipping Svcs\nZIM\n630\n99\n71\n99\nA\n\n\nHayward Holdings Inc\nHAYW\n532\n86\n66\n71\nB\n\n\nEndeavor Group Hldg Cl A\nEDR\n517\n88\n94\n54\nB\n\n\nDutch Bros Inc Cl A\nBROS\n425\n82\n37\n98\nC\n\n\nMaravai Lifesciences ClA\nMRVI\n396\n83\n66\n75\nA\n\n\nRyan Specialty Grp Cl A\nRYAN\n203\n85\n65\n86\n\n\nProgyny Inc\nPGNY\n176\n90\n66\n91\nA\n\n\nDlocal Limited Cl A\nDLO\n160\n88\n66\n88\nA\n\n\nSilvergate Cap Corp Cl A\nSI\n111\n99\n99\n99\nA","news_type":1,"symbols_score_info":{"COIN":0.9,"BNTX":0.9,"HAYW":0.9,"UPST":0.9,"PGNY":0.9,"BROS":0.9,"SI":0.9,"DLO":0.9,"ZIM":0.9}},"isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843081873,"gmtCreate":1635782415456,"gmtModify":1635782416816,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a>Power company doing bitcoin miming[财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a>Power company doing bitcoin miming[财迷] [财迷] ","text":"$CleanSpark, Inc.(CLSK)$Power company doing bitcoin miming[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/3e5db0f2ff744e2e4bda1a11d54f3b29","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843081873","isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854404100,"gmtCreate":1635471668773,"gmtModify":1635471673815,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Good to buy below 142","listText":"Good to buy below 142","text":"Good to buy below 142","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/854404100","repostId":"1178207364","repostType":4,"repost":{"id":"1178207364","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635460531,"share":"https://www.laohu8.com/m/news/1178207364?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:35","market":"us","language":"en","title":"Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178207364","media":"Tiger Newspress","summary":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southe","content":"<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收不及华尔街预期,苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为60亿美元,但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示,在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS:</b>1.24美元与预估1.24美元</li><li><b>收入:</b>833.6亿美元,预期848.5亿美元,同比增长29%</li><li><b>iPhone收入:</b>388.7亿美元对比。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元对比。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元对比。预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元对比。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元对比。预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据,苹果表示,第四财季营收和利润分别为834亿美元和每股1.24美元,而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号,该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久,苹果公布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示,苹果“相当好地解决了这些问题,但也未能毫发无损,这些问题持续时间的延长将带来麻烦,特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,苹果表示,第四季度iPhone销售额为389亿美元,低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,该公司的配件部门包括AirPods无线耳机等快速增长的类别,收入为88亿美元,比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据,iPad和Mac的销售额分别为83亿美元和92亿美元,而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括App Store业务)销售额为183亿美元,增长26%,而分析师预期为176亿美元。Cook表示,苹果目前在其平台上拥有7.45亿付费用户,高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示:“服务表现强劲,这显示了软件和服务的美观和耐用性,因为利润率更高,而且不存在供应问题,因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额,增长了83%,达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了240亿美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple sales miss expectations, supply issues cost company $6 billion<blockquote>苹果销量未达预期,供应问题导致公司损失60亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-29 06:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.</p><p><blockquote>周四,苹果第四财季营收不及华尔街预期,苹果CEO Tim Cook将此归因于iPhone、iPad和Mac的供应限制超出预期。</blockquote></p><p> Apple fell 3.7% in extended trading.</p><p><blockquote>苹果盘后交易中下跌3.7%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bd3b61df2acaab5e8ff56c1872221c60\" tg-width=\"847\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> \"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.</p><p><blockquote>库克表示:“尽管供应限制超出预期,我们估计供应限制约为60亿美元,但我们的表现非常强劲。”“供应限制是由备受关注的全行业芯片短缺以及东南亚与新冠疫情相关的制造业中断造成的。”库克表示,在当前的假日销售季度,影响将更加严重。</blockquote></p><p> However, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.</p><p><blockquote>然而,苹果的整体收入仍增长了29%,其每个产品类别均同比增长。</blockquote></p><p> Here's how Apple did versus Refinitiv consensus estimates:</p><p><blockquote>以下是苹果与Refinitiv共识估计的表现:</blockquote></p><p> <ul> <li><b>EPS:</b> $1.24 vs. $1.24 estimated</li> <li><b>Revenue:</b> $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year</li> <li><b>iPhone revenue:</b> $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year</li> <li><b>Services revenue:</b> $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year</li> <li><b>Other Products revenue:</b> $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year</li> <li><b>Mac revenue:</b> $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year</li> <li><b>iPad revenue:</b> $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year</li> <li><b>Gross margin:</b> 42.2% vs. 42.0% estimated</li> </ul> iPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.</p><p><blockquote><ul><li><b>EPS:</b>1.24美元与预估1.24美元</li><li><b>收入:</b>833.6亿美元,预期848.5亿美元,同比增长29%</li><li><b>iPhone收入:</b>388.7亿美元对比。预计415.1亿美元,同比增长47%</li><li><b>服务收入:</b>182.8亿美元对比。预计176.4亿美元,同比增长25.6%</li><li><b>其他产品收入:</b>87.9亿美元对比。预计93.3亿美元,同比增长11.5%</li><li><b>Mac收入:</b>91.8亿美元对比。预计92.3亿美元,同比增长1.6%</li><li><b>iPad收入:</b>82.5亿美元对比。预计72.3亿美元,同比增长21.4%</li><li><b>毛利率:</b>42.2%vs.估计值42.0%</li></ul>iPhone销量同比增长47%,但仍低于华尔街的预期。</blockquote></p><p> Apple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.</p><p><blockquote>苹果第四财季的业绩好坏参半,被视为年底高销售假期之前的平静期。</blockquote></p><p> Apple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.</p><p><blockquote>根据Refinitiv的IBES数据,苹果表示,第四财季营收和利润分别为834亿美元和每股1.24美元,而分析师预期为848亿美元和每股1.24美元。</blockquote></p><p> The results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.</p><p><blockquote>这一结果为本财年的销售超出预期画上了一个艰难的句号,该财年由iPhone 12机型以及用于在家工作和学习的Mac电脑和iPad的强劲销售引领。</blockquote></p><p> Apple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.</p><p><blockquote>苹果在7月份告诉投资者,芯片限制将在第四季度首次开始影响其iPhone和iPad产品线。</blockquote></p><p> Apple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.</p><p><blockquote>在零售商亚马逊预测假日季销售额远低于华尔街预期后不久,苹果公布了业绩,部分原因是劳动力供应短缺和全球供应链问题。</blockquote></p><p> Apple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.</p><p><blockquote>索菲·伦德-耶茨(Sophie Lund-Yates)表示,苹果“相当好地解决了这些问题,但也未能毫发无损,这些问题持续时间的延长将带来麻烦,特别是因为市场对苹果的表现是无情的”。Hargreaves Lansdown的股票分析师。</blockquote></p><p> <b>MISSES</b></p><p><blockquote><b>未命中</b></blockquote></p><p> Apple missed expectations in two key categories.</p><p><blockquote>苹果在两个关键类别上未达到预期。</blockquote></p><p> Apple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,苹果表示,第四季度iPhone销售额为389亿美元,低于预期的415亿美元。</blockquote></p><p> Cook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.</p><p><blockquote>库克表示,采用旧技术制造的芯片仍然是关键的供应限制。他表示,苹果仍不确定假期购物季后短缺情况是否会缓解。</blockquote></p><p> \"It's very difficult to call,\" Cook said.</p><p><blockquote>“这对看涨期权来说非常困难,”Cook说。</blockquote></p><p> The company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.</p><p><blockquote>根据Refinitiv的数据,该公司的配件部门包括AirPods无线耳机等快速增长的类别,收入为88亿美元,比分析师预期的93亿美元低5亿美元。</blockquote></p><p> Other segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.</p><p><blockquote>其他细分市场表现较好。根据Refinitiv的数据,iPad和Mac的销售额分别为83亿美元和92亿美元,而分析师预计为72亿美元和92亿美元。</blockquote></p><p> The company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.</p><p><blockquote>该公司的服务部门(包括App Store业务)销售额为183亿美元,增长26%,而分析师预期为176亿美元。Cook表示,苹果目前在其平台上拥有7.45亿付费用户,高于一个季度前披露的7亿。</blockquote></p><p> \"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.</p><p><blockquote>苹果股东资本首席经济学家哈尔·埃丁斯(Hal Eddins)表示:“服务表现强劲,这显示了软件和服务的美观和耐用性,因为利润率更高,而且不存在供应问题,因为软件不会通过集装箱船到达。”投资公司。</blockquote></p><p> Another bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.</p><p><blockquote>该公司业绩的另一个亮点是在中国的销售额,增长了83%,达到146亿美元。</blockquote></p><p> The company said it returned $24 billion to shareholders during the quarter.</p><p><blockquote>该公司表示,本季度向股东返还了240亿美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178207364","content_text":"Apple revenue fell short of Wall Street expectations in its fiscal fourth quarter on Thursday, which Apple CEO Tim Cook attributed to larger-than-expected supply constraints on iPhones, iPads, and Macs.\nApple fell 3.7% in extended trading.\n\n\"We had a very strong performance despite larger than expected supply constraints, which we estimate to be around $6 billion,\" Cook said. \"The supply constraints were driven by the industry wide chip shortages that have been talked about a lot, and COVID-related manufacturing disruptions in Southeast Asia.\"Cook said that the impact will be even worse during the current holiday sales quarter.\nHowever, Apple's overall revenue was still up 29% and each of its product categories grew on an annual basis.\nHere's how Apple did versus Refinitiv consensus estimates:\n\nEPS: $1.24 vs. $1.24 estimated\nRevenue: $83.36 billion vs. $84.85 billion estimated, up 29% year-over-year\niPhone revenue: $38.87 billion vs. $41.51 billion estimated, up 47% year-over-year\nServices revenue: $18.28 billion vs. $17.64 billion estimated, up 25.6% year-over-year\nOther Products revenue: $8.79 billion vs. $9.33 billion estimated, up 11.5% year-over-year\nMac revenue: $9.18 billion vs. $9.23 billion estimated, up 1.6% year-over-year\niPad revenue: $8.25 billion vs. $7.23 billion estimated, up 21.4% year-over-year\nGross margin: 42.2% vs. 42.0% estimated\n\niPhone sales were up 47% year-over-year, but still came in under Wall Street estimates.\nApple's results were mixed in a fiscal fourth quarter seen as a lull before the high-sales holiday end of year.\nApple said revenues and profits for the fiscal fourth quarter were $83.4 billion and $1.24 per share, compared with analyst estimates of $84.8 billion and $1.24 per share, according to IBES data from Refinitiv.\nThe results were a rocky end to a fiscal year of above-expectations sales led by its iPhone 12 models and strong sales of Mac computers and iPads for working and learning from home during the COVID-19 pandemic.\nApple told investors in July that chip constraints would start to hit its iPhone and iPad lineups for the first time in the fourth quarter.\nApple posted its results shortly after retailer Amazon.com forecast holiday-quarter sales well below Wall Street expectations, citing labor supply shortages and global supply chain issues in part.\nApple has \"managed to navigate the problems fairly well, but hasn’t escaped unscathed, and an extended duration of these problems will spell trouble, especially because the market is unforgiving when it comes to Apple’s performance,\" said Sophie Lund-Yates, equity analyst at Hargreaves Lansdown.\nMISSES\nApple missed expectations in two key categories.\nApple said fourth-quarter iPhone sales were $38.9 billion, short of estimates of $41.5 billion, according to Refinitiv data.\nCook said that chips made with older technology remain the key supply constraint. He said that Apple remains unsure whether the shortages will ease after the holiday shopping season.\n\"It's very difficult to call,\" Cook said.\nThe company's accessories segment, which contains fast-growing categories like its AirPods wireless headphones, came in at $8.8 billion, half a billion dollars lower than analyst expectations of $9.3 billion, according to Refinitiv data.\nOther segments fared better. Sales for iPads and Macs were $8.3 billion and $9.2 billion, compared with analyst estimates of $7.2 billion and $9.2 billion, according to Refinitiv data.\nThe company's services segment - which contains its App Store business - had sales of $18.3 billion in revenue, up 26%, compared with analyst expectations of $17.6 billion. Cook said that Apple now has 745 million paid subscribers to its platform, up from the 700 million it disclosed a quarter ago.\n\"Services were strong, and it shows the beauty and durability of software and services, as there are better margins and no supply issues, since software doesn't arrive on a container ship,\" said Hal Eddins, chief economist at Apple shareholder Capital Investment Companies.\nAnother bright spot in the company's results were its sales in China, which were up 83% to $14.6 billion.\nThe company said it returned $24 billion to shareholders during the quarter.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854697413,"gmtCreate":1635439437084,"gmtModify":1635439441859,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a>Finally start to run[财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/CLSK\">$CleanSpark, Inc.(CLSK)$</a>Finally start to run[财迷] [财迷] ","text":"$CleanSpark, Inc.(CLSK)$Finally start to run[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/71cc1839cefd458501059a874603607d","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854697413","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":141509081,"gmtCreate":1625878098743,"gmtModify":1631892159625,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Baba n Tencent just buy the pull down","listText":"Baba n Tencent just buy the pull down","text":"Baba n Tencent just buy the pull 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HOLDINGS LIMITED(558.SI)$Can price go higher than Frencken[白眼] [白眼] Please like n Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/109144160","isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189413956,"gmtCreate":1623284912375,"gmtModify":1631884913149,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Rocket to t moonLike n comment please","listText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>Rocket to t moonLike n comment please","text":"$Rocket Companies(RKT)$Rocket to t moonLike n comment please","images":[{"img":"https://static.tigerbbs.com/2dc614c9e4fbbd8a4ee3517cfb93abb3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/189413956","isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":100912065,"gmtCreate":1619573790157,"gmtModify":1631892159662,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Please like n comment","listText":"Please like n comment","text":"Please like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/100912065","repostId":"1187199105","repostType":4,"repost":{"id":"1187199105","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619566832,"share":"https://www.laohu8.com/m/news/1187199105?lang=zh_CN&edition=full","pubTime":"2021-04-28 07:40","market":"us","language":"en","title":"AMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后,AMD股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1187199105","media":"Tiger Newspress","summary":"AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in e","content":"<p>AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended session<img src=\"https://static.tigerbbs.com/174cfb55080b96346856b267d6c023ed\" tg-width=\"706\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Advanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.</p><p><blockquote>AMD在创纪录的季度销售额后上调全年收入指引,股价在延长交易时段上涨逾3%芯片制造商Advanced Micro Devices Inc.表示,数据中心收入增长了一倍多,推动了创纪录的季度销售额,并上调了今年的收入预期,该公司股价在周二的延长交易中上涨。</blockquote></p><p>“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”</p><p><blockquote>AMD首席执行官苏姿丰在与分析师的看涨期权中表示:“第一季度,数据中心产品收入同比增长了一倍多,占我们总收入的比例很高。”“我们预计,在我们强大的新云、企业和[高性能计算]胜利渠道的推动下,数据中心产品收入将在今年大幅增长。”</blockquote></p><p>Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.</p><p><blockquote>企业嵌入式和半定制芯片(包括数据中心和游戏机收入)的销售额几乎翻了两番,达到13.5亿美元,而一年前为3.48亿美元。FactSet调查的分析师预计为13亿美元。苏关于数据中心收入的评论很有帮助,因为AMD不会将数据中心销售额与游戏销售额分开。</blockquote></p><p>“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.</p><p><blockquote>“我认为我们在第一季度看到了真正强烈的信号,表明今年对我们来说将是数据中心强劲的一年,”苏告诉分析师。</blockquote></p><p>Last week, Intel Corp said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.</p><p><blockquote>上周,英特尔公司表示,数据中心市场正处于“消化阶段”,导致数据中心销售额下降20%,但分析师指出,来自AMD和ARM Holdings PLC的竞争加剧。</blockquote></p><p>AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.</p><p><blockquote>AMD公布第一季度净利润为5.55亿美元,即每股45美分,而去年同期为1.62亿美元,即每股14美分。在调整股票薪酬和其他因素后,这家总部位于加利福尼亚州圣克拉拉的公司报告每股收益为52美分,而去年同期为每股18美分。收入从去年同期的17.9亿美元增至34.5亿美元。</blockquote></p><p>Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.</p><p><blockquote>FactSet调查的分析师此前预测调整后每股收益为44美分,营收为31.8亿美元,AMD预计在31亿至33亿美元之间。</blockquote></p><p>AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.</p><p><blockquote>AMD公布第一季度计算和图形芯片销售额为21亿美元,较去年的14.4亿美元增长46%,分析师预期为18.9亿美元。</blockquote></p><p>Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.</p><p><blockquote>高管们还提高了AMD全年销售额指引,从之前指引的约37%增长至约50%。AMD去年营收为96.7亿美元,暗示今年销售额约为146.5亿美元;FactSet的数据显示,分析师此前预测营收为134.6亿美元。</blockquote></p><p>AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示,AMD预计第二季度营收为35亿至37亿美元,而分析师此前预计为32.3亿美元。</blockquote></p><p>Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.</p><p><blockquote>该股在常规交易中下跌0.2%,收于85.21美元,在盘后交易中上涨超过3%。</blockquote></p><p>AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>AMD的强劲盈利是在满足全球行业需求的微芯片持续短缺的情况下出现的,而制造芯片设计所用硅片的公司正在努力清理长达数月的等待名单。</blockquote></p><p>More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.</p><p><blockquote>芯片行业如何应对供应短缺的更多信息将于本周公布,高通公司(Qualcomm Inc.QCOM)周三盈利-0.68%,KLA Corp.KLAC(KLAC)周四盈利-1.58%。</blockquote></p><p>Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&P 500 index has risen 54%, and the tech-heavy Nasdaq Composite Index is up 61%.</p><p><blockquote>过去12个月,AMD股价上涨了51%。相比之下,PHLX半导体指数SOX,-0.76%上涨87%,标普500指数上涨54%,以科技股为主的纳斯达克综合指数上涨61%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后,AMD股价上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD stock rises after earnings show data-center sales more than doubling<blockquote>财报显示数据中心销售额增长一倍多后,AMD股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-28 07:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended session<img src=\"https://static.tigerbbs.com/174cfb55080b96346856b267d6c023ed\" tg-width=\"706\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Advanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.</p><p><blockquote>AMD在创纪录的季度销售额后上调全年收入指引,股价在延长交易时段上涨逾3%芯片制造商Advanced Micro Devices Inc.表示,数据中心收入增长了一倍多,推动了创纪录的季度销售额,并上调了今年的收入预期,该公司股价在周二的延长交易中上涨。</blockquote></p><p>“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”</p><p><blockquote>AMD首席执行官苏姿丰在与分析师的看涨期权中表示:“第一季度,数据中心产品收入同比增长了一倍多,占我们总收入的比例很高。”“我们预计,在我们强大的新云、企业和[高性能计算]胜利渠道的推动下,数据中心产品收入将在今年大幅增长。”</blockquote></p><p>Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.</p><p><blockquote>企业嵌入式和半定制芯片(包括数据中心和游戏机收入)的销售额几乎翻了两番,达到13.5亿美元,而一年前为3.48亿美元。FactSet调查的分析师预计为13亿美元。苏关于数据中心收入的评论很有帮助,因为AMD不会将数据中心销售额与游戏销售额分开。</blockquote></p><p>“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.</p><p><blockquote>“我认为我们在第一季度看到了真正强烈的信号,表明今年对我们来说将是数据中心强劲的一年,”苏告诉分析师。</blockquote></p><p>Last week, Intel Corp said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.</p><p><blockquote>上周,英特尔公司表示,数据中心市场正处于“消化阶段”,导致数据中心销售额下降20%,但分析师指出,来自AMD和ARM Holdings PLC的竞争加剧。</blockquote></p><p>AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.</p><p><blockquote>AMD公布第一季度净利润为5.55亿美元,即每股45美分,而去年同期为1.62亿美元,即每股14美分。在调整股票薪酬和其他因素后,这家总部位于加利福尼亚州圣克拉拉的公司报告每股收益为52美分,而去年同期为每股18美分。收入从去年同期的17.9亿美元增至34.5亿美元。</blockquote></p><p>Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.</p><p><blockquote>FactSet调查的分析师此前预测调整后每股收益为44美分,营收为31.8亿美元,AMD预计在31亿至33亿美元之间。</blockquote></p><p>AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.</p><p><blockquote>AMD公布第一季度计算和图形芯片销售额为21亿美元,较去年的14.4亿美元增长46%,分析师预期为18.9亿美元。</blockquote></p><p>Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.</p><p><blockquote>高管们还提高了AMD全年销售额指引,从之前指引的约37%增长至约50%。AMD去年营收为96.7亿美元,暗示今年销售额约为146.5亿美元;FactSet的数据显示,分析师此前预测营收为134.6亿美元。</blockquote></p><p>AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.</p><p><blockquote>FactSet的数据显示,AMD预计第二季度营收为35亿至37亿美元,而分析师此前预计为32.3亿美元。</blockquote></p><p>Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.</p><p><blockquote>该股在常规交易中下跌0.2%,收于85.21美元,在盘后交易中上涨超过3%。</blockquote></p><p>AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.</p><p><blockquote>AMD的强劲盈利是在满足全球行业需求的微芯片持续短缺的情况下出现的,而制造芯片设计所用硅片的公司正在努力清理长达数月的等待名单。</blockquote></p><p>More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.</p><p><blockquote>芯片行业如何应对供应短缺的更多信息将于本周公布,高通公司(Qualcomm Inc.QCOM)周三盈利-0.68%,KLA Corp.KLAC(KLAC)周四盈利-1.58%。</blockquote></p><p>Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&P 500 index has risen 54%, and the tech-heavy Nasdaq Composite Index is up 61%.</p><p><blockquote>过去12个月,AMD股价上涨了51%。相比之下,PHLX半导体指数SOX,-0.76%上涨87%,标普500指数上涨54%,以科技股为主的纳斯达克综合指数上涨61%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187199105","content_text":"AMD increases full-year revenue guidance after record quarterly sales, stock jumps more than 3% in extended sessionAdvanced Micro Devices Inc. shares rose in the extended session Tuesday after the chip maker said data-center revenue more than doubled to fuel record quarterly sales, and increased its revenue forecast for the year.“In the first quarter, data-center product revenue more than doubled year-over-year and represented a high teens percentage of our overall revenue,” said AMD Chief Executive Lisa Su on a call with analysts. “We expect data-center product revenue to grow significantly as we go through the year driven by our strong pipeline of new cloud, enterprise and [high-performance computing] wins.”Sales from enterprise embedded and semi-custom chips — the unit that includes data-center and gaming-console revenue — nearly quadrupled to $1.35 billion, compared with $348 million a year ago. Analysts surveyed by FactSet expected $1.3 billion. Su’s comments about data-center revenue were helpful asAMD does not break out data-center sales from gaming sales.“I think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,” Su told analysts.Last week, Intel Corp said the data-center market was in a“digestion phase,”contributing to a 20% drop in sales for data centers, yetanalysts pointed to increased competition from AMD and ARM Holdings PLC.AMD reported first-quarter net income of $555 million, or 45 cents a share, compared with $162 million, or 14 cents a share, in the year-ago period. After adjusting for stock-based compensation and other factors, the Santa Clara, Calif.-based company reported earnings of 52 cents a share, compared with 18 cents a share in the year-ago period. Revenue rose to $3.45 billion from $1.79 billion in the year-ago quarter.Analysts surveyed by FactSet had forecast adjusted earnings of 44 cents a share on revenue of $3.18 billion, and AMD projected between $3.1 billion and $3.3 billion.AMD reported first-quarter sales of $2.1 billion for computing and graphics chips, up 46% from $1.44 billion last year, compared with analyst expectations of $1.89 billion.Executives also increased AMD’s guidance for the full year, to a sales increase of about 50% from previous guidance of a roughly 37% increase. AMD reported revenue of $9.67 billion last year, suggesting sales of about $14.65 billion this year; analysts had been forecasting revenue of $13.46 billion, according to FactSet.AMD expects second-quarter revenue of $3.5 billion to $3.7 billion, while analysts had been projecting $3.23 billion, according to FactSet.Shares gained more than 3% in after-hours trading, following a 0.2% decline in the regular session to close at $85.21.AMD’s strong earnings come amid a continuing shortage of microchips to sate demand from global industries, and the companies that make the silicon wafers that chip designs use, work to clear waiting lists that span several months.More of how the chip sector is dealing with supply shortages will be revealed this week, with Qualcomm Inc.QCOM,-0.68%earnings on Wednesday and KLA Corp.KLAC,-1.58%earnings on Thursday.Over the past 12 months, AMD shares have gained 51%. In comparison, the PHLX Semiconductor IndexSOX,-0.76%has gained 87%, the S&P 500 index has risen 54%, and the tech-heavy Nasdaq Composite Index is up 61%.","news_type":1,"symbols_score_info":{"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813214203,"gmtCreate":1630204737903,"gmtModify":1704956991847,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Monday Tesla will move[财迷] [财迷] ","listText":"Monday Tesla will move[财迷] [财迷] ","text":"Monday Tesla will move[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/813214203","repostId":"2163079604","repostType":4,"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116915293,"gmtCreate":1622769623112,"gmtModify":1631892159722,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Less twitting,more on Telsa business Elon[流泪] [流泪] ","listText":"Less twitting,more on Telsa business Elon[流泪] [流泪] ","text":"Less twitting,more on Telsa business Elon[流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/116915293","repostId":"1110094207","repostType":4,"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690298272,"gmtCreate":1639667694699,"gmtModify":1639667698138,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Price drop due to Elon musk selling share[Facepalm] [Facepalm] ","listText":"Price drop due to Elon musk selling share[Facepalm] [Facepalm] ","text":"Price drop due to Elon musk selling share[Facepalm] [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690298272","repostId":"1181686014","repostType":4,"repost":{"id":"1181686014","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639666432,"share":"https://www.laohu8.com/m/news/1181686014?lang=zh_CN&edition=full","pubTime":"2021-12-16 22:53","market":"us","language":"en","title":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1181686014","media":"Tiger Newspress","summary":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Mode","content":"<p>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.<img src=\"https://static.tigerbbs.com/a88f381fe4239d26d1254d4f4745b1f0\" tg-width=\"771\" tg-height=\"568\" width=\"100%\" height=\"auto\">The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.</p><p><blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%。纽约市警察局正在考虑从特斯拉购买多达250辆全电动Model 3汽车,这将使这些高性能汽车能够交付给美国最大的警察部队。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars<blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%</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; 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href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 22:53</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.<img src=\"https://static.tigerbbs.com/a88f381fe4239d26d1254d4f4745b1f0\" tg-width=\"771\" tg-height=\"568\" width=\"100%\" height=\"auto\">The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.</p><p><blockquote>尽管纽约警方将购买多达250辆全电动Model 3汽车,但特斯拉早盘下跌近1%。纽约市警察局正在考虑从特斯拉购买多达250辆全电动Model 3汽车,这将使这些高性能汽车能够交付给美国最大的警察部队。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181686014","content_text":"Tesla fell nearly 1% in morning trading though New York police would buy up to 250 all-electric Model 3 cars.The New York City Police Department is considering buying up to 250 all-electric Model 3 cars from Tesla, which will enable these high-performance cars to be delivered to the largest police force in the United States.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839268254,"gmtCreate":1629161840678,"gmtModify":1631892159947,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Buy need to hold 3 to 5 yr","listText":"Buy need to hold 3 to 5 yr","text":"Buy need to hold 3 to 5 yr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/839268254","repostId":"2159222279","repostType":4,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173374821,"gmtCreate":1626624123463,"gmtModify":1633925429492,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Will buy more at 590 n below","listText":"Will buy more at 590 n below","text":"Will buy more at 590 n below","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/173374821","repostId":"2152681854","repostType":4,"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154216247,"gmtCreate":1625529523189,"gmtModify":1633940018176,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>700 coming soon","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>700 coming soon","text":"$Tesla Motors(TSLA)$700 coming soon","images":[{"img":"https://static.tigerbbs.com/57af12368a46f57e1adee7a179a9ee89","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154216247","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121281453,"gmtCreate":1624465482172,"gmtModify":1631892159718,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"SE boat moving half way ","listText":"SE boat moving half way ","text":"SE boat moving half 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run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/111271952","repostId":"2140443525","repostType":4,"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347630262,"gmtCreate":1618491614856,"gmtModify":1631892159598,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"EV stock is long term stock[强] [强] [强] ","listText":"EV stock is long term stock[强] [强] [强] ","text":"EV stock is long term stock[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/347630262","repostId":"1130631284","repostType":4,"repost":{"id":"1130631284","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618475153,"share":"https://www.laohu8.com/m/news/1130631284?lang=zh_CN&edition=full","pubTime":"2021-04-15 16:25","market":"us","language":"en","title":"Electric vehicle stocks rally in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1130631284","media":"Tiger Newspress","summary":"(April 15) Electric vehicle stocks rally in premarket trading.Xpeng rose more than 2%. Chinese elect","content":"<p>(April 15) Electric vehicle stocks rally in premarket trading.</p><p><blockquote>(4月15日)电动汽车股在盘前交易中上涨。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fe6b34a2191ddc1646eb9edd155207d9\" tg-width=\"312\" tg-height=\"163\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Xpeng rose more than 2%.</b> Chinese electric carmaker Xpeng Motors is looking into making its own semiconductors for autonomous driving. Xinzhou Wu, vice president in charge of autonomous driving at Xpeng, said the company is \"looking at all possible options\" in terms of technologies, to stay ahead of rivals, including autonomous driving chips. In addition, Xpeng launched a new electric sedan called the P5 on Wednesday.</p><p><blockquote><b>小鹏汽车涨超2%。</b>中国电动汽车制造商小鹏汽车正在考虑为自动驾驶制造自己的半导体。小鹏汽车负责自动驾驶的副总裁吴新洲表示,该公司正在技术方面“寻找所有可能的选择”,以保持领先于竞争对手,包括自动驾驶芯片。此外,小鹏汽车周三推出了一款名为P5的新型电动轿车。</blockquote></p><p><b>NIO gained nearly 2%. </b>Chinese electric vehicle maker Nio Inc. will unveil its new NIO Power plan along with the first official interior reveal of its ET7 sedan at the 19th Shanghai International Automobile Industry Exhibition next week, cnEVpost reported Wednesday. In addition,It was reported earlier this week that Nio confirmed its long-awaited partnership with oil giant China Petroleum & Chemical Corporation or Sinopec, on setting up battery swap stations at Sinopec’s gas filling stations.</p><p><blockquote><b>蔚来涨近2%。</b>据cnEVpost周三报道,中国电动汽车制造商蔚来将于下周在第十九届上海国际汽车工业展览会上推出其新的蔚来动力计划,并首次正式展示其ET7轿车的内饰。此外,本周早些时候有报道称,蔚来确认了与石油巨头中国石油化工股份有限公司或中石化期待已久的合作伙伴关系,将在中石化的加油站设立电池交换站。</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>Electric vehicle stocks rally in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nElectric vehicle stocks rally in premarket trading<blockquote>电动汽车股在盘前交易中上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-04-15 16:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(April 15) Electric vehicle stocks rally in premarket trading.</p><p><blockquote>(4月15日)电动汽车股在盘前交易中上涨。</blockquote></p><p><img src=\"https://static.tigerbbs.com/fe6b34a2191ddc1646eb9edd155207d9\" tg-width=\"312\" tg-height=\"163\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><b>Xpeng rose more than 2%.</b> Chinese electric carmaker Xpeng Motors is looking into making its own semiconductors for autonomous driving. Xinzhou Wu, vice president in charge of autonomous driving at Xpeng, said the company is \"looking at all possible options\" in terms of technologies, to stay ahead of rivals, including autonomous driving chips. In addition, Xpeng launched a new electric sedan called the P5 on Wednesday.</p><p><blockquote><b>小鹏汽车涨超2%。</b>中国电动汽车制造商小鹏汽车正在考虑为自动驾驶制造自己的半导体。小鹏汽车负责自动驾驶的副总裁吴新洲表示,该公司正在技术方面“寻找所有可能的选择”,以保持领先于竞争对手,包括自动驾驶芯片。此外,小鹏汽车周三推出了一款名为P5的新型电动轿车。</blockquote></p><p><b>NIO gained nearly 2%. </b>Chinese electric vehicle maker Nio Inc. will unveil its new NIO Power plan along with the first official interior reveal of its ET7 sedan at the 19th Shanghai International Automobile Industry Exhibition next week, cnEVpost reported Wednesday. In addition,It was reported earlier this week that Nio confirmed its long-awaited partnership with oil giant China Petroleum & Chemical Corporation or Sinopec, on setting up battery swap stations at Sinopec’s gas filling stations.</p><p><blockquote><b>蔚来涨近2%。</b>据cnEVpost周三报道,中国电动汽车制造商蔚来将于下周在第十九届上海国际汽车工业展览会上推出其新的蔚来动力计划,并首次正式展示其ET7轿车的内饰。此外,本周早些时候有报道称,蔚来确认了与石油巨头中国石油化工股份有限公司或中石化期待已久的合作伙伴关系,将在中石化的加油站设立电池交换站。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130631284","content_text":"(April 15) Electric vehicle stocks rally in premarket trading.Xpeng rose more than 2%. Chinese electric carmaker Xpeng Motors is looking into making its own semiconductors for autonomous driving. Xinzhou Wu, vice president in charge of autonomous driving at Xpeng, said the company is \"looking at all possible options\" in terms of technologies, to stay ahead of rivals, including autonomous driving chips. In addition, Xpeng launched a new electric sedan called the P5 on Wednesday.NIO gained nearly 2%. Chinese electric vehicle maker Nio Inc. will unveil its new NIO Power plan along with the first official interior reveal of its ET7 sedan at the 19th Shanghai International Automobile Industry Exhibition next week, cnEVpost reported Wednesday. In addition,It was reported earlier this week that Nio confirmed its long-awaited partnership with oil giant China Petroleum & Chemical Corporation or Sinopec, on setting up battery swap stations at Sinopec’s gas filling stations.","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871211732,"gmtCreate":1637073650858,"gmtModify":1637073715180,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Hold on","listText":"Hold on","text":"Hold on","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/871211732","repostId":"1167542836","repostType":4,"isVote":1,"tweetType":1,"viewCount":3548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899181148,"gmtCreate":1628169031784,"gmtModify":1631892187122,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Expect correction coming.Not buy for the time being","listText":"Expect correction coming.Not buy for the time being","text":"Expect correction coming.Not buy for the time being","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/899181148","repostId":"2157432952","repostType":4,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195510333,"gmtCreate":1621301184822,"gmtModify":1631892159611,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Like n comment please Tx u. <a href=\"https://laohu8.com/U/3575455274717588\"></a>","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Like n comment please Tx u. <a href=\"https://laohu8.com/U/3575455274717588\"></a>","text":"$Tiger Brokers(TIGR)$Like n comment please Tx u.","images":[{"img":"https://static.tigerbbs.com/102f06a322d9045a1bde48a8e3dc7bcd","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/195510333","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":897506280,"gmtCreate":1628934776640,"gmtModify":1631892159737,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Start to move. Boat is leaving soon","listText":"Start to move. Boat is leaving soon","text":"Start to move. Boat is leaving soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/897506280","repostId":"1196882604","repostType":4,"repost":{"id":"1196882604","kind":"news","pubTimestamp":1628898125,"share":"https://www.laohu8.com/m/news/1196882604?lang=zh_CN&edition=full","pubTime":"2021-08-14 07:42","market":"us","language":"en","title":"Palantir: 7 Interesting Things From The Q2 2021 Earnings Call<blockquote>Palantir:2021年第二季度收益看涨期权中的7件有趣的事情</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196882604","media":"seekingalpha","summary":"Summary\n\nFirst, I briefly review the big news and highlights from PLTR's Q2 2021 business update.\nSe","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>First, I briefly review the big news and highlights from PLTR's Q2 2021 business update.</li> <li>Second, I cover some of the details that are less well-known, including comments made by leadership on the earnings call.</li> <li>Third, dive into some important details about Alex Karp's compensation, including his insider selling activity; leadership had a response prepared.</li> <li>Lastly, I visit several metrics on my radar, including stock-based compensation, contribution margin, and deal value.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/028b3e3b1d2c99f3ee26f213c2fc069f\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"><span>zirconicusso/iStock via Getty Images</span></p><p><blockquote><ul><li>首先,我简要回顾一下PLTR 2021年第二季度业务更新中的重大新闻和亮点。</li><li>其次,我介绍了一些鲜为人知的细节,包括领导层对收益看涨期权的评论。</li><li>第三,深入了解亚历克斯·卡普薪酬的一些重要细节,包括他的内幕销售活动;领导层已经准备好了回应。</li><li>最后,我访问了我关注的几个指标,包括基于股票的薪酬、边际贡献和交易价值。</li></ul><p class=\"t-img-caption\"><span>zirconicusso/iStock来自Getty Images</span></p></blockquote></p><p> It's likely that you've already heard the news that Palantir (PLTR) just reported astrong Q2 2021. I'm certain there will be plenty of coverage of the empirical results, including the tremendous growth and increased cash flow outlook.</p><p><blockquote>您可能已经听说Palantir(PLTR)刚刚报告了2021年第二季度业绩强劲的消息。我确信将会有大量的实证结果报道,包括巨大的增长和增加的现金流前景。</blockquote></p><p> Here, I'll just highlight those numbers then I'll turn to a few things that came up directly on the earnings call that surprised me.</p><p><blockquote>在这里,我将重点介绍这些数字,然后我将转向收益看涨期权上直接出现的一些让我感到惊讶的事情。</blockquote></p><p> First, revenue was up 49%, beating the estimates. it's notable that commercial revenue was up an eye-popping 90%, because it's an area that bears have complained about. This mostly squashes the idea that PLTR is only driven by secret government contracts.</p><p><blockquote>首先,收入增长49%,超出预期。值得注意的是,商业收入增长了令人瞠目结舌的90%,因为这是看空者抱怨的领域。这在很大程度上粉碎了PLTR仅由秘密政府合同驱动的想法。</blockquote></p><p> Second, PLTR closed a ton of deals in Q2. Specifically, they scored 62 deals worth $1 million or more. I like this view:</p><p><blockquote>其次,PLTR在第二季度完成了大量交易。具体来说,他们达成了62笔价值100万美元或以上的交易。我喜欢这个观点:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37ecc00151018d803161b75c01bb4571\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"><span>Source:Palantir Q2 2021 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir 2021年第二季度业务更新</span></p></blockquote></p><p> Of course, the YoY remaining deal value is interesting but I like the blunt look into the deal size, with <i>30 deals over $5 million and 21 deals over $10 million</i>, because it indicates an ever-spreading reach of customers. That's exactly what's required to drive long-term revenue growth, but also stability.</p><p><blockquote>当然,同比剩余交易价值很有趣,但我喜欢直率地看待交易规模,<i>30笔交易超过500万美元,21笔交易超过1000万美元</i>,因为它表明客户范围不断扩大。这正是推动长期收入增长和稳定性所需要的。</blockquote></p><p> Third, it's looking like Q3 is going to work out fairly well. Sales are projected to be about $5 million great than consensus. And, as I've already mentioned, PLTR raised its free cash flow outlook. To be clear, the jump is rather big, going from greater than $150 million to now greater than $300 million.</p><p><blockquote>第三,看起来第三季度的表现会相当不错。销售额预计比预期高出约500万美元。而且,正如我已经提到的,PLTR提高了自由现金流前景。需要明确的是,增幅相当大,从超过1.5亿美元增加到现在的超过3亿美元。</blockquote></p><p> I didn't see or hear much about changes in annual revenue growth, but one thing is crystal clear -<i>I do not expect growth to slow down</i>. And, per the presentation and earnings call, growth is expected at 30% or more this year, and then through 2025.</p><p><blockquote>我没有看到或听到太多关于年收入增长的变化,但有一点是非常清楚的——<i>我预计增长不会放缓</i>.而且,根据演示和收益看涨期权,预计今年的增长率将达到30%或更高,然后到2025年。</blockquote></p><p> Interestingly, revenue grew by 49% in Q1 YoY, generating $341 between government and commercial. And now, in Q2, revenue grew by 49% YoY to $376 million. That's two quarters in a row at 49%. It's for this reason that I stick by what I previously wrote about PLTR sandbagging:</p><p><blockquote>有趣的是,第一季度的收入同比增长了49%,政府和商业收入为341美元。现在,第二季度收入同比增长49%,达到3.76亿美元。这是连续两个季度达到49%。正是出于这个原因,我坚持我之前写的关于PLTR沙袋的内容:</blockquote></p><p> In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapss andbagging to keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. I'll have to dive in deeper in a future article to see exactly how current and future growth projections line up against the hard numbers that have come in. For now, my point is simply that they've set the bar at a reasonable albeit conservative level and seeing beats like this is not too shocking, but also encouraging.<i>They're managing Wall Street and the analysts fairly well.</i></p><p><blockquote>换句话说,当我们从2021年的8亿美元开始时,很明显30%的增长并不能削减它。如果“仅”增长30%,我们不可能在2025年达到40亿美元。PLTR可能会降低预期。很难确定。也可能是他们预计2022年至2025年的增长会更快。我将不得不在未来的文章中更深入地探讨当前和未来的增长预测与已经出现的硬数据之间的确切关系。就目前而言,我的观点很简单,他们已经将标准设定在一个合理但保守的水平,看到这样的节拍并不太令人震惊,但也令人鼓舞。<i>他们对华尔街和分析师的管理相当好。</i></blockquote></p><p> Fourth, in addition to new customer acquisition, the revenue dollar value for PLTR's top 20 customers continues to march upward.</p><p><blockquote>第四,除了新客户获取外,PLTR前20名客户的收入美元价值持续上升。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fba540de7f84e50e602dc943d5e985f\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q2 2021 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir 2021年第二季度业务更新</span></p></blockquote></p><p> If it's not completely obvious, this is worth watching since it gives us some confidence that<i>customers are happy and they are sticking</i>. It's not a perfect indicator, but it's still pretty good since unhappy customers aren't going to keep paying PLTR, over and over. Other companies have a tendency to either focus too much on milking current \"cash cow\" customers or getting hyper aggressive about new customers. In the Q2 2021 update, we're seeing a great flow of new customers and then this indicator of growing long-term customer value. It's a delicate but critical balance. I'll continue to watch this in Q3.</p><p><blockquote>如果不是很明显,这是值得关注的,因为它给了我们一些信心<i>顾客很高兴,他们坚持下去</i>.这不是一个完美的指标,但它仍然很好,因为不满意的客户不会一遍又一遍地继续支付PLTR。其他公司倾向于要么过于关注榨取现有的“摇钱树”客户,要么对新客户过于咄咄逼人。在2021年第二季度的更新中,我们看到了大量的新客户,然后是长期客户价值不断增长的指标。这是一种微妙但关键的平衡。我会在第三季度继续看这个。</blockquote></p><p> Fifth,in Q1, we heard about \"Day Zero\" customers. Here's a taste:</p><p><blockquote>第五,在第一季度,我们听说了“零日”客户。这里有一个味道:</blockquote></p><p></p><p> We are seeing opportunities for companies to build their digital infrastructure around foundry from day zero, where they can shave years off their ramps and mountains of risk off their roadmaps by cost efficiently standing on the shoulders of 15 years and more than $2 billion of R&D. And we see this as the first salvo in expanding distribution of foundry to broader markets and a broader set of customers. In Q2, PLTR leadership continued to push this theme, highlighting Roivant, Celularity and Wejo, for example. The idea is to get these companies using Foundry while they are just getting started, or otherwise very small. They're treating Foundry as the \"operating system\" of these businesses.</p><p><blockquote>我们看到了公司从第一天起就围绕foundry构建数字基础设施的机会,他们可以通过经济高效地站在15年和超过20亿美元的R&D的肩膀上,减少数年的坡道和路线图上的风险。我们认为这是将foundry分销扩展到更广泛的市场和更广泛的客户的第一枪。在第二季度,PLTR领导层继续推动这一主题,例如强调Roivant、Celularity和Wejo。这个想法是让这些公司在刚刚起步或非常小的时候使用Foundry。他们将代工视为这些业务的“操作系统”。</blockquote></p><p> Supporting this thrust,<i>PLTR added another 60 sales hires</i>. If I recall correctly, they hired about 50 sales people in Q1, so they are steadily adding headcount in sales and marketing, without going gangbusters. That said, their pipeline is accelerating, with active commercial pilots up 26% since the end of April.</p><p><blockquote>支撑着这股推力,<i>PLTR又增加了60名销售人员</i>如果我没记错的话,他们在第一季度雇佣了大约50名销售人员,因此他们正在稳步增加销售和营销人员的数量,但并没有大幅增加。也就是说,他们的管道正在加速,自4月底以来,活跃的商业试点增加了26%。</blockquote></p><p> Sixth, I heard leadership quickly say that they have paid off what they owed, and that<i>PLTR is now debt free</i>. In a future article, I'll have to do a deeper dive, but I wanted to report it here since I have an affinity for extremely strong balance sheets. It's possible I didn't understand the comment on the call, but I'm pretty sure that I've got it right. I reviewed the Q2 2021 business presentation but didn't see any notes on this so I'll have to revisit this at a later point. But again, I think I've got it right, and it's great news.</p><p><blockquote>第六,我很快听到领导说他们已经还清了欠款,而且<i>PLTR现已无债务</i>.在以后的文章中,我将不得不进行更深入的探讨,但我想在这里报告它,因为我对极其强劲的资产负债表有一种亲和力。有可能我没有理解关于看涨期权的评论,但我很确定我是对的。我查看了Q2 2021年业务演示,但没有看到任何关于这方面的注释,因此我将不得不在稍后重新讨论这一点。但是,我想我做对了,这是个好消息。</blockquote></p><p> Lastly, there was a question about Alex Karp's executive compensation, and specifically about the relentless insider selling. Before I get to that, here's some quick background reported by CNBC back in April 2021:</p><p><blockquote>最后,还有一个关于亚历克斯·卡普的高管薪酬的问题,特别是关于无情的内幕交易。在我开始之前,先介绍一下CNBC在2021年4月报道的一些快速背景:</blockquote></p><p> Palantir CEO Alex Karp earned compensation worth about $1.1 billion in 2020, primarily through equity awards granted shortly before his software company went public.In a proxy filing on Thursday, Palantir said the bulk of Karp’s pay was tied to options worth $797.9 million, with another $296.4 million for stock awards. The outsized package is the result of an equity incentive plan agreed upon last year, giving Karp 141 million options that begin vesting in August 2021. Each quarter, 2.5 percent of the equity will vest. Now, here's just a quick peek about what that selling looks like:</p><p><blockquote>Palantir首席执行官Alex Karp在2020年获得了价值约11亿美元的薪酬,主要是通过其软件公司上市前不久授予的股权奖励。Palantir在周四提交的委托书中表示,卡普的大部分薪酬与价值7.979亿美元的期权挂钩,另外2.964亿美元用于股票奖励。这一巨额计划是去年达成的股权激励计划的结果,为卡普提供了1.41亿份期权,将于2021年8月开始归属。每个季度,2.5%的股权将归属。现在,让我们快速了解一下销售情况:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9b2c725b59681121eec807c4650b5ad\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"><span>Source:Nasdaq</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:纳斯达克</span></p></blockquote></p><p> Obviously, the action here is pretty intense and it's why it was brought up for consideration. Now, for the sake of simplicity, I'm going to paraphrase the scripted response that was read out loud. In short, Alex Karp has a huge number of options. These options are \"old\" and apparently must be exercised now; I believe before the end of 2021. Furthermore, the selling is automatic, which seems to line up pretty well with the data I've captured above. In other words,<i>Karp's selling isn't because he's lost faith in the company</i>.</p><p><blockquote>显然,这里的行动是相当激烈的,这就是为什么它被提出来考虑。现在,为了简单起见,我将解释一下大声朗读的脚本响应。简而言之,亚历克斯·卡普有大量的选择。这些期权是“旧的”,显然现在必须行使;我相信在2021年底之前。此外,销售是自动的,这似乎与我上面捕获的数据非常一致。换句话说,<i>卡普的抛售并不是因为他对公司失去了信心</i>.</blockquote></p><p> Karp's salary is just over $1 million, which isn't too bad, but it's also not crazy. Clearly, PLTR stock and options are fueling his incredible compensation package. This is a bit frustrating to track, however, when the options vest, get exercised and then sold there are also tremendous taxes to pay. So, in part, Karp is necessarily working through the process of exercising long-term options, while handling tax obligations on a rational schedule.</p><p><blockquote>卡普的薪水刚刚超过100万美元,不算太差,但也不算疯狂。显然,PLTR股票和期权推动了他令人难以置信的薪酬方案。然而,跟踪这一点有点令人沮丧,当期权授予、行使然后出售时,还需要支付巨额税款。因此,在某种程度上,卡普必须完成行使长期期权的过程,同时按照合理的时间表处理纳税义务。</blockquote></p><p> Again, all of this is to say two things. Karp's made a ton of money but at the same time, he hasn't given up on PLTR. His selling doesn't say anything substantial about PLTR's future, in my opinion. It's his own mind-boggling personal finance process, that's on display in public as the CEO of PLTR.</p><p><blockquote>再说一次,所有这些都是在说两件事。卡普赚了很多钱,但与此同时,他并没有放弃PLTR。在我看来,他的出售并不能说明PLTR的未来有任何实质性的意义。这是他自己令人难以置信的个人理财流程,作为PLTR的首席执行官公开展示。</blockquote></p><p> Summarizing everything, PLTR had a strong quarter in Q3 2021 looks like it should be strong as well:</p><p><blockquote>总而言之,PLTR在2021年第三季度表现强劲,看起来也应该很强劲:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e76043e7ef8c08556e6972aa0b37d66\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q2 2021 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir 2021年第二季度业务更新</span></p></blockquote></p><p> And, very quickly,per my previous article:</p><p><blockquote>而且,很快,根据我上一篇文章:</blockquote></p><p></p><p> I'll be looking for a deceleration in stock-based compensation expenses. I'll be looking for strong growth in both government and commercial. I'll be looking at Q2 growth, given the high bar set with 49% growth in Q1 2021. I'll be looking at total remaining deal value, which was about $2.8 billion at the end of Q1 (and up 40% YoY). I am expecting contribution margin to remain high, and hopefully over 60% in Q2. <ul> <li>Stock based compensation increased. I'll have to review this more closely in a future article. It's still a major thorn in my side. Virtually every chart has this phrase in the footnotes:<i>\"...excludes stock-based compensation and related employer payroll taxes.\"</i>It's my #1 issue with PLTR.</li> <li>Q2 growth was excellent, as I've pointed out. Both government and commercial did well. And, long-term customers keep sticking and spending, more and more. I like what I'm seeing in terms of growth.</li> <li>Deal value increased 63% to $3.4 billion. So, they did very well in that department. That gives us a glimpse into future sales and related growth.</li> <li>Lastly, contribution margin didn't hit my big goal of 60%, but it still improved strongly to 58% in Q2 2021 from 55% in Q2 2020.</li> </ul></p><p><blockquote>我将寻求股票薪酬支出的减速。我将寻求政府和商业领域的强劲增长。考虑到2021年第一季度49%的高增长标准,我将关注第二季度的增长。我将关注剩余交易总价值,第一季度末约为28亿美元(同比增长40%)。我预计贡献率将保持在较高水平,希望在第二季度超过60%。<ul><li>基于股票的薪酬增加。我将在以后的文章中更仔细地回顾这一点。它仍然是我的眼中钉。几乎每张图表的脚注中都有这样的短语:<i>“……不包括股票薪酬和相关雇主工资税。”</i>这是我对PLTR的头号问题。</li><li>正如我所指出的,第二季度的增长非常出色。政府和商业都做得很好。而且,长期客户不断坚持和消费,越来越多。我喜欢我所看到的增长。</li><li>交易价值增长63%,达到34亿美元。所以,他们在那个部门做得很好。这让我们得以一窥未来的销售和相关增长。</li><li>最后,贡献率没有达到我60%的大目标,但仍从2020年第二季度的55%强劲提高到2021年第二季度的58%。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: 7 Interesting Things From The Q2 2021 Earnings Call<blockquote>Palantir:2021年第二季度收益看涨期权中的7件有趣的事情</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\">\nPalantir: 7 Interesting Things From The Q2 2021 Earnings Call<blockquote>Palantir:2021年第二季度收益看涨期权中的7件有趣的事情</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-14 07:42</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>First, I briefly review the big news and highlights from PLTR's Q2 2021 business update.</li> <li>Second, I cover some of the details that are less well-known, including comments made by leadership on the earnings call.</li> <li>Third, dive into some important details about Alex Karp's compensation, including his insider selling activity; leadership had a response prepared.</li> <li>Lastly, I visit several metrics on my radar, including stock-based compensation, contribution margin, and deal value.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/028b3e3b1d2c99f3ee26f213c2fc069f\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"><span>zirconicusso/iStock via Getty Images</span></p><p><blockquote><ul><li>首先,我简要回顾一下PLTR 2021年第二季度业务更新中的重大新闻和亮点。</li><li>其次,我介绍了一些鲜为人知的细节,包括领导层对收益看涨期权的评论。</li><li>第三,深入了解亚历克斯·卡普薪酬的一些重要细节,包括他的内幕销售活动;领导层已经准备好了回应。</li><li>最后,我访问了我关注的几个指标,包括基于股票的薪酬、边际贡献和交易价值。</li></ul><p class=\"t-img-caption\"><span>zirconicusso/iStock来自Getty Images</span></p></blockquote></p><p> It's likely that you've already heard the news that Palantir (PLTR) just reported astrong Q2 2021. I'm certain there will be plenty of coverage of the empirical results, including the tremendous growth and increased cash flow outlook.</p><p><blockquote>您可能已经听说Palantir(PLTR)刚刚报告了2021年第二季度业绩强劲的消息。我确信将会有大量的实证结果报道,包括巨大的增长和增加的现金流前景。</blockquote></p><p> Here, I'll just highlight those numbers then I'll turn to a few things that came up directly on the earnings call that surprised me.</p><p><blockquote>在这里,我将重点介绍这些数字,然后我将转向收益看涨期权上直接出现的一些让我感到惊讶的事情。</blockquote></p><p> First, revenue was up 49%, beating the estimates. it's notable that commercial revenue was up an eye-popping 90%, because it's an area that bears have complained about. This mostly squashes the idea that PLTR is only driven by secret government contracts.</p><p><blockquote>首先,收入增长49%,超出预期。值得注意的是,商业收入增长了令人瞠目结舌的90%,因为这是看空者抱怨的领域。这在很大程度上粉碎了PLTR仅由秘密政府合同驱动的想法。</blockquote></p><p> Second, PLTR closed a ton of deals in Q2. Specifically, they scored 62 deals worth $1 million or more. I like this view:</p><p><blockquote>其次,PLTR在第二季度完成了大量交易。具体来说,他们达成了62笔价值100万美元或以上的交易。我喜欢这个观点:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37ecc00151018d803161b75c01bb4571\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"><span>Source:Palantir Q2 2021 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir 2021年第二季度业务更新</span></p></blockquote></p><p> Of course, the YoY remaining deal value is interesting but I like the blunt look into the deal size, with <i>30 deals over $5 million and 21 deals over $10 million</i>, because it indicates an ever-spreading reach of customers. That's exactly what's required to drive long-term revenue growth, but also stability.</p><p><blockquote>当然,同比剩余交易价值很有趣,但我喜欢直率地看待交易规模,<i>30笔交易超过500万美元,21笔交易超过1000万美元</i>,因为它表明客户范围不断扩大。这正是推动长期收入增长和稳定性所需要的。</blockquote></p><p> Third, it's looking like Q3 is going to work out fairly well. Sales are projected to be about $5 million great than consensus. And, as I've already mentioned, PLTR raised its free cash flow outlook. To be clear, the jump is rather big, going from greater than $150 million to now greater than $300 million.</p><p><blockquote>第三,看起来第三季度的表现会相当不错。销售额预计比预期高出约500万美元。而且,正如我已经提到的,PLTR提高了自由现金流前景。需要明确的是,增幅相当大,从超过1.5亿美元增加到现在的超过3亿美元。</blockquote></p><p> I didn't see or hear much about changes in annual revenue growth, but one thing is crystal clear -<i>I do not expect growth to slow down</i>. And, per the presentation and earnings call, growth is expected at 30% or more this year, and then through 2025.</p><p><blockquote>我没有看到或听到太多关于年收入增长的变化,但有一点是非常清楚的——<i>我预计增长不会放缓</i>.而且,根据演示和收益看涨期权,预计今年的增长率将达到30%或更高,然后到2025年。</blockquote></p><p> Interestingly, revenue grew by 49% in Q1 YoY, generating $341 between government and commercial. And now, in Q2, revenue grew by 49% YoY to $376 million. That's two quarters in a row at 49%. It's for this reason that I stick by what I previously wrote about PLTR sandbagging:</p><p><blockquote>有趣的是,第一季度的收入同比增长了49%,政府和商业收入为341美元。现在,第二季度收入同比增长49%,达到3.76亿美元。这是连续两个季度达到49%。正是出于这个原因,我坚持我之前写的关于PLTR沙袋的内容:</blockquote></p><p> In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapss andbagging to keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025. I'll have to dive in deeper in a future article to see exactly how current and future growth projections line up against the hard numbers that have come in. For now, my point is simply that they've set the bar at a reasonable albeit conservative level and seeing beats like this is not too shocking, but also encouraging.<i>They're managing Wall Street and the analysts fairly well.</i></p><p><blockquote>换句话说,当我们从2021年的8亿美元开始时,很明显30%的增长并不能削减它。如果“仅”增长30%,我们不可能在2025年达到40亿美元。PLTR可能会降低预期。很难确定。也可能是他们预计2022年至2025年的增长会更快。我将不得不在未来的文章中更深入地探讨当前和未来的增长预测与已经出现的硬数据之间的确切关系。就目前而言,我的观点很简单,他们已经将标准设定在一个合理但保守的水平,看到这样的节拍并不太令人震惊,但也令人鼓舞。<i>他们对华尔街和分析师的管理相当好。</i></blockquote></p><p> Fourth, in addition to new customer acquisition, the revenue dollar value for PLTR's top 20 customers continues to march upward.</p><p><blockquote>第四,除了新客户获取外,PLTR前20名客户的收入美元价值持续上升。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fba540de7f84e50e602dc943d5e985f\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q2 2021 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir 2021年第二季度业务更新</span></p></blockquote></p><p> If it's not completely obvious, this is worth watching since it gives us some confidence that<i>customers are happy and they are sticking</i>. It's not a perfect indicator, but it's still pretty good since unhappy customers aren't going to keep paying PLTR, over and over. Other companies have a tendency to either focus too much on milking current \"cash cow\" customers or getting hyper aggressive about new customers. In the Q2 2021 update, we're seeing a great flow of new customers and then this indicator of growing long-term customer value. It's a delicate but critical balance. I'll continue to watch this in Q3.</p><p><blockquote>如果不是很明显,这是值得关注的,因为它给了我们一些信心<i>顾客很高兴,他们坚持下去</i>.这不是一个完美的指标,但它仍然很好,因为不满意的客户不会一遍又一遍地继续支付PLTR。其他公司倾向于要么过于关注榨取现有的“摇钱树”客户,要么对新客户过于咄咄逼人。在2021年第二季度的更新中,我们看到了大量的新客户,然后是长期客户价值不断增长的指标。这是一种微妙但关键的平衡。我会在第三季度继续看这个。</blockquote></p><p> Fifth,in Q1, we heard about \"Day Zero\" customers. Here's a taste:</p><p><blockquote>第五,在第一季度,我们听说了“零日”客户。这里有一个味道:</blockquote></p><p></p><p> We are seeing opportunities for companies to build their digital infrastructure around foundry from day zero, where they can shave years off their ramps and mountains of risk off their roadmaps by cost efficiently standing on the shoulders of 15 years and more than $2 billion of R&D. And we see this as the first salvo in expanding distribution of foundry to broader markets and a broader set of customers. In Q2, PLTR leadership continued to push this theme, highlighting Roivant, Celularity and Wejo, for example. The idea is to get these companies using Foundry while they are just getting started, or otherwise very small. They're treating Foundry as the \"operating system\" of these businesses.</p><p><blockquote>我们看到了公司从第一天起就围绕foundry构建数字基础设施的机会,他们可以通过经济高效地站在15年和超过20亿美元的R&D的肩膀上,减少数年的坡道和路线图上的风险。我们认为这是将foundry分销扩展到更广泛的市场和更广泛的客户的第一枪。在第二季度,PLTR领导层继续推动这一主题,例如强调Roivant、Celularity和Wejo。这个想法是让这些公司在刚刚起步或非常小的时候使用Foundry。他们将代工视为这些业务的“操作系统”。</blockquote></p><p> Supporting this thrust,<i>PLTR added another 60 sales hires</i>. If I recall correctly, they hired about 50 sales people in Q1, so they are steadily adding headcount in sales and marketing, without going gangbusters. That said, their pipeline is accelerating, with active commercial pilots up 26% since the end of April.</p><p><blockquote>支撑着这股推力,<i>PLTR又增加了60名销售人员</i>如果我没记错的话,他们在第一季度雇佣了大约50名销售人员,因此他们正在稳步增加销售和营销人员的数量,但并没有大幅增加。也就是说,他们的管道正在加速,自4月底以来,活跃的商业试点增加了26%。</blockquote></p><p> Sixth, I heard leadership quickly say that they have paid off what they owed, and that<i>PLTR is now debt free</i>. In a future article, I'll have to do a deeper dive, but I wanted to report it here since I have an affinity for extremely strong balance sheets. It's possible I didn't understand the comment on the call, but I'm pretty sure that I've got it right. I reviewed the Q2 2021 business presentation but didn't see any notes on this so I'll have to revisit this at a later point. But again, I think I've got it right, and it's great news.</p><p><blockquote>第六,我很快听到领导说他们已经还清了欠款,而且<i>PLTR现已无债务</i>.在以后的文章中,我将不得不进行更深入的探讨,但我想在这里报告它,因为我对极其强劲的资产负债表有一种亲和力。有可能我没有理解关于看涨期权的评论,但我很确定我是对的。我查看了Q2 2021年业务演示,但没有看到任何关于这方面的注释,因此我将不得不在稍后重新讨论这一点。但是,我想我做对了,这是个好消息。</blockquote></p><p> Lastly, there was a question about Alex Karp's executive compensation, and specifically about the relentless insider selling. Before I get to that, here's some quick background reported by CNBC back in April 2021:</p><p><blockquote>最后,还有一个关于亚历克斯·卡普的高管薪酬的问题,特别是关于无情的内幕交易。在我开始之前,先介绍一下CNBC在2021年4月报道的一些快速背景:</blockquote></p><p> Palantir CEO Alex Karp earned compensation worth about $1.1 billion in 2020, primarily through equity awards granted shortly before his software company went public.In a proxy filing on Thursday, Palantir said the bulk of Karp’s pay was tied to options worth $797.9 million, with another $296.4 million for stock awards. The outsized package is the result of an equity incentive plan agreed upon last year, giving Karp 141 million options that begin vesting in August 2021. Each quarter, 2.5 percent of the equity will vest. Now, here's just a quick peek about what that selling looks like:</p><p><blockquote>Palantir首席执行官Alex Karp在2020年获得了价值约11亿美元的薪酬,主要是通过其软件公司上市前不久授予的股权奖励。Palantir在周四提交的委托书中表示,卡普的大部分薪酬与价值7.979亿美元的期权挂钩,另外2.964亿美元用于股票奖励。这一巨额计划是去年达成的股权激励计划的结果,为卡普提供了1.41亿份期权,将于2021年8月开始归属。每个季度,2.5%的股权将归属。现在,让我们快速了解一下销售情况:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9b2c725b59681121eec807c4650b5ad\" tg-width=\"640\" tg-height=\"295\" referrerpolicy=\"no-referrer\"><span>Source:Nasdaq</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:纳斯达克</span></p></blockquote></p><p> Obviously, the action here is pretty intense and it's why it was brought up for consideration. Now, for the sake of simplicity, I'm going to paraphrase the scripted response that was read out loud. In short, Alex Karp has a huge number of options. These options are \"old\" and apparently must be exercised now; I believe before the end of 2021. Furthermore, the selling is automatic, which seems to line up pretty well with the data I've captured above. In other words,<i>Karp's selling isn't because he's lost faith in the company</i>.</p><p><blockquote>显然,这里的行动是相当激烈的,这就是为什么它被提出来考虑。现在,为了简单起见,我将解释一下大声朗读的脚本响应。简而言之,亚历克斯·卡普有大量的选择。这些期权是“旧的”,显然现在必须行使;我相信在2021年底之前。此外,销售是自动的,这似乎与我上面捕获的数据非常一致。换句话说,<i>卡普的抛售并不是因为他对公司失去了信心</i>.</blockquote></p><p> Karp's salary is just over $1 million, which isn't too bad, but it's also not crazy. Clearly, PLTR stock and options are fueling his incredible compensation package. This is a bit frustrating to track, however, when the options vest, get exercised and then sold there are also tremendous taxes to pay. So, in part, Karp is necessarily working through the process of exercising long-term options, while handling tax obligations on a rational schedule.</p><p><blockquote>卡普的薪水刚刚超过100万美元,不算太差,但也不算疯狂。显然,PLTR股票和期权推动了他令人难以置信的薪酬方案。然而,跟踪这一点有点令人沮丧,当期权授予、行使然后出售时,还需要支付巨额税款。因此,在某种程度上,卡普必须完成行使长期期权的过程,同时按照合理的时间表处理纳税义务。</blockquote></p><p> Again, all of this is to say two things. Karp's made a ton of money but at the same time, he hasn't given up on PLTR. His selling doesn't say anything substantial about PLTR's future, in my opinion. It's his own mind-boggling personal finance process, that's on display in public as the CEO of PLTR.</p><p><blockquote>再说一次,所有这些都是在说两件事。卡普赚了很多钱,但与此同时,他并没有放弃PLTR。在我看来,他的出售并不能说明PLTR的未来有任何实质性的意义。这是他自己令人难以置信的个人理财流程,作为PLTR的首席执行官公开展示。</blockquote></p><p> Summarizing everything, PLTR had a strong quarter in Q3 2021 looks like it should be strong as well:</p><p><blockquote>总而言之,PLTR在2021年第三季度表现强劲,看起来也应该很强劲:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e76043e7ef8c08556e6972aa0b37d66\" tg-width=\"640\" tg-height=\"286\" referrerpolicy=\"no-referrer\"><span>Source: Palantir Q2 2021 Business Update</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir 2021年第二季度业务更新</span></p></blockquote></p><p> And, very quickly,per my previous article:</p><p><blockquote>而且,很快,根据我上一篇文章:</blockquote></p><p></p><p> I'll be looking for a deceleration in stock-based compensation expenses. I'll be looking for strong growth in both government and commercial. I'll be looking at Q2 growth, given the high bar set with 49% growth in Q1 2021. I'll be looking at total remaining deal value, which was about $2.8 billion at the end of Q1 (and up 40% YoY). I am expecting contribution margin to remain high, and hopefully over 60% in Q2. <ul> <li>Stock based compensation increased. I'll have to review this more closely in a future article. It's still a major thorn in my side. Virtually every chart has this phrase in the footnotes:<i>\"...excludes stock-based compensation and related employer payroll taxes.\"</i>It's my #1 issue with PLTR.</li> <li>Q2 growth was excellent, as I've pointed out. Both government and commercial did well. And, long-term customers keep sticking and spending, more and more. I like what I'm seeing in terms of growth.</li> <li>Deal value increased 63% to $3.4 billion. So, they did very well in that department. That gives us a glimpse into future sales and related growth.</li> <li>Lastly, contribution margin didn't hit my big goal of 60%, but it still improved strongly to 58% in Q2 2021 from 55% in Q2 2020.</li> </ul></p><p><blockquote>我将寻求股票薪酬支出的减速。我将寻求政府和商业领域的强劲增长。考虑到2021年第一季度49%的高增长标准,我将关注第二季度的增长。我将关注剩余交易总价值,第一季度末约为28亿美元(同比增长40%)。我预计贡献率将保持在较高水平,希望在第二季度超过60%。<ul><li>基于股票的薪酬增加。我将在以后的文章中更仔细地回顾这一点。它仍然是我的眼中钉。几乎每张图表的脚注中都有这样的短语:<i>“……不包括股票薪酬和相关雇主工资税。”</i>这是我对PLTR的头号问题。</li><li>正如我所指出的,第二季度的增长非常出色。政府和商业都做得很好。而且,长期客户不断坚持和消费,越来越多。我喜欢我所看到的增长。</li><li>交易价值增长63%,达到34亿美元。所以,他们在那个部门做得很好。这让我们得以一窥未来的销售和相关增长。</li><li>最后,贡献率没有达到我60%的大目标,但仍从2020年第二季度的55%强劲提高到2021年第二季度的58%。</li></ul></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4448920-palantir-seven-interesting-things-from-q2-2021-earnings-call\">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/4448920-palantir-seven-interesting-things-from-q2-2021-earnings-call","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196882604","content_text":"Summary\n\nFirst, I briefly review the big news and highlights from PLTR's Q2 2021 business update.\nSecond, I cover some of the details that are less well-known, including comments made by leadership on the earnings call.\nThird, dive into some important details about Alex Karp's compensation, including his insider selling activity; leadership had a response prepared.\nLastly, I visit several metrics on my radar, including stock-based compensation, contribution margin, and deal value.\n\nzirconicusso/iStock via Getty Images\nIt's likely that you've already heard the news that Palantir (PLTR) just reported astrong Q2 2021. I'm certain there will be plenty of coverage of the empirical results, including the tremendous growth and increased cash flow outlook.\nHere, I'll just highlight those numbers then I'll turn to a few things that came up directly on the earnings call that surprised me.\nFirst, revenue was up 49%, beating the estimates. it's notable that commercial revenue was up an eye-popping 90%, because it's an area that bears have complained about. This mostly squashes the idea that PLTR is only driven by secret government contracts.\nSecond, PLTR closed a ton of deals in Q2. Specifically, they scored 62 deals worth $1 million or more. I like this view:\nSource:Palantir Q2 2021 Business Update\nOf course, the YoY remaining deal value is interesting but I like the blunt look into the deal size, with 30 deals over $5 million and 21 deals over $10 million, because it indicates an ever-spreading reach of customers. That's exactly what's required to drive long-term revenue growth, but also stability.\nThird, it's looking like Q3 is going to work out fairly well. Sales are projected to be about $5 million great than consensus. And, as I've already mentioned, PLTR raised its free cash flow outlook. To be clear, the jump is rather big, going from greater than $150 million to now greater than $300 million.\nI didn't see or hear much about changes in annual revenue growth, but one thing is crystal clear -I do not expect growth to slow down. And, per the presentation and earnings call, growth is expected at 30% or more this year, and then through 2025.\nInterestingly, revenue grew by 49% in Q1 YoY, generating $341 between government and commercial. And now, in Q2, revenue grew by 49% YoY to $376 million. That's two quarters in a row at 49%. It's for this reason that I stick by what I previously wrote about PLTR sandbagging:\n\n In other words, when we start with $800 million for 2021, it's pretty obvious that the 30% growth doesn't cut it. We cannot reach $4 billion by 2025 with \"only\" 30% growth. PLTR is perhapss andbagging to keep expectations lower. It's hard to know for sure. It could also be that they expect faster growth in 2022 through 2025.\n\nI'll have to dive in deeper in a future article to see exactly how current and future growth projections line up against the hard numbers that have come in. For now, my point is simply that they've set the bar at a reasonable albeit conservative level and seeing beats like this is not too shocking, but also encouraging.They're managing Wall Street and the analysts fairly well.\nFourth, in addition to new customer acquisition, the revenue dollar value for PLTR's top 20 customers continues to march upward.\nSource: Palantir Q2 2021 Business Update\nIf it's not completely obvious, this is worth watching since it gives us some confidence thatcustomers are happy and they are sticking. It's not a perfect indicator, but it's still pretty good since unhappy customers aren't going to keep paying PLTR, over and over. Other companies have a tendency to either focus too much on milking current \"cash cow\" customers or getting hyper aggressive about new customers. In the Q2 2021 update, we're seeing a great flow of new customers and then this indicator of growing long-term customer value. It's a delicate but critical balance. I'll continue to watch this in Q3.\nFifth,in Q1, we heard about \"Day Zero\" customers. Here's a taste:\n\n We are seeing opportunities for companies to build their digital infrastructure around foundry from day zero, where they can shave years off their ramps and mountains of risk off their roadmaps by cost efficiently standing on the shoulders of 15 years and more than $2 billion of R&D. And we see this as the first salvo in expanding distribution of foundry to broader markets and a broader set of customers.\n\nIn Q2, PLTR leadership continued to push this theme, highlighting Roivant, Celularity and Wejo, for example. The idea is to get these companies using Foundry while they are just getting started, or otherwise very small. They're treating Foundry as the \"operating system\" of these businesses.\nSupporting this thrust,PLTR added another 60 sales hires. If I recall correctly, they hired about 50 sales people in Q1, so they are steadily adding headcount in sales and marketing, without going gangbusters. That said, their pipeline is accelerating, with active commercial pilots up 26% since the end of April.\nSixth, I heard leadership quickly say that they have paid off what they owed, and thatPLTR is now debt free. In a future article, I'll have to do a deeper dive, but I wanted to report it here since I have an affinity for extremely strong balance sheets. It's possible I didn't understand the comment on the call, but I'm pretty sure that I've got it right. I reviewed the Q2 2021 business presentation but didn't see any notes on this so I'll have to revisit this at a later point. But again, I think I've got it right, and it's great news.\nLastly, there was a question about Alex Karp's executive compensation, and specifically about the relentless insider selling. Before I get to that, here's some quick background reported by CNBC back in April 2021:\n\n Palantir CEO Alex Karp earned compensation worth about $1.1 billion in 2020, primarily through equity awards granted shortly before his software company went public.In a proxy filing on Thursday, Palantir said the bulk of Karp’s pay was tied to options worth $797.9 million, with another $296.4 million for stock awards. The outsized package is the result of an equity incentive plan agreed upon last year, giving Karp 141 million options that begin vesting in August 2021. Each quarter, 2.5 percent of the equity will vest.\n\nNow, here's just a quick peek about what that selling looks like:\nSource:Nasdaq\nObviously, the action here is pretty intense and it's why it was brought up for consideration. Now, for the sake of simplicity, I'm going to paraphrase the scripted response that was read out loud. In short, Alex Karp has a huge number of options. These options are \"old\" and apparently must be exercised now; I believe before the end of 2021. Furthermore, the selling is automatic, which seems to line up pretty well with the data I've captured above. In other words,Karp's selling isn't because he's lost faith in the company.\nKarp's salary is just over $1 million, which isn't too bad, but it's also not crazy. Clearly, PLTR stock and options are fueling his incredible compensation package. This is a bit frustrating to track, however, when the options vest, get exercised and then sold there are also tremendous taxes to pay. So, in part, Karp is necessarily working through the process of exercising long-term options, while handling tax obligations on a rational schedule.\nAgain, all of this is to say two things. Karp's made a ton of money but at the same time, he hasn't given up on PLTR. His selling doesn't say anything substantial about PLTR's future, in my opinion. It's his own mind-boggling personal finance process, that's on display in public as the CEO of PLTR.\nSummarizing everything, PLTR had a strong quarter in Q3 2021 looks like it should be strong as well:\nSource: Palantir Q2 2021 Business Update\nAnd, very quickly,per my previous article:\n\n I'll be looking for a deceleration in stock-based compensation expenses. I'll be looking for strong growth in both government and commercial. I'll be looking at Q2 growth, given the high bar set with 49% growth in Q1 2021. I'll be looking at total remaining deal value, which was about $2.8 billion at the end of Q1 (and up 40% YoY). I am expecting contribution margin to remain high, and hopefully over 60% in Q2.\n\n\nStock based compensation increased. I'll have to review this more closely in a future article. It's still a major thorn in my side. Virtually every chart has this phrase in the footnotes:\"...excludes stock-based compensation and related employer payroll taxes.\"It's my #1 issue with PLTR.\nQ2 growth was excellent, as I've pointed out. Both government and commercial did well. And, long-term customers keep sticking and spending, more and more. I like what I'm seeing in terms of growth.\nDeal value increased 63% to $3.4 billion. So, they did very well in that department. That gives us a glimpse into future sales and related growth.\nLastly, contribution margin didn't hit my big goal of 60%, but it still improved strongly to 58% in Q2 2021 from 55% in Q2 2020.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174270879,"gmtCreate":1627106158691,"gmtModify":1631892159648,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":".Too risky to buy now","listText":".Too risky to buy now","text":".Too risky to buy now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/174270879","repostId":"1151500518","repostType":4,"repost":{"id":"1151500518","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627092269,"share":"https://www.laohu8.com/m/news/1151500518?lang=zh_CN&edition=full","pubTime":"2021-07-24 10:04","market":"us","language":"en","title":"Tencent was ordered to remove the exclusive copyright of online music<blockquote>腾讯控股被命令删除在线音乐的独家版权</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151500518","media":"Tiger Newspress","summary":"The China market supervision administration made an administrative punishment decision according to ","content":"<p>The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.</p><p><blockquote>市场监督管理总局依法作出行政处罚决定,责令腾讯控股及其关联公司采取措施,恢复市场竞争状态,如30日内取消独家音乐版权、停止支付高额预付款等版权费用、无正当理由不得要求上游版权方给予优于竞争对手的条件等。腾讯控股将在三年内每年向国家市场监管总局报告义务履行情况,国家市场监管总局将依法严格监督落实。</blockquote></p><p> This case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.</p><p><blockquote>本案是我国《反垄断法》实施以来,对违法实施经营者集中行为采取必要措施恢复市场竞争状态的第一起案件。</blockquote></p><p> Tencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.</p><p><blockquote>腾讯控股回应称,公司将认真遵守《决定》,严格执行监管要求,依法经营,切实履行社会责任,维护市场良性竞争。腾讯控股将负全责,在规定时限内与腾讯控股音乐等关联公司制定整改措施和方案,按照处罚决定书要求全面完成,确保整改到位。</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>Tencent was ordered to remove the exclusive copyright of online music<blockquote>腾讯控股被命令删除在线音乐的独家版权</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\">\nTencent was ordered to remove the exclusive copyright of online music<blockquote>腾讯控股被命令删除在线音乐的独家版权</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-24 10:04</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.</p><p><blockquote>市场监督管理总局依法作出行政处罚决定,责令腾讯控股及其关联公司采取措施,恢复市场竞争状态,如30日内取消独家音乐版权、停止支付高额预付款等版权费用、无正当理由不得要求上游版权方给予优于竞争对手的条件等。腾讯控股将在三年内每年向国家市场监管总局报告义务履行情况,国家市场监管总局将依法严格监督落实。</blockquote></p><p> This case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.</p><p><blockquote>本案是我国《反垄断法》实施以来,对违法实施经营者集中行为采取必要措施恢复市场竞争状态的第一起案件。</blockquote></p><p> Tencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.</p><p><blockquote>腾讯控股回应称,公司将认真遵守《决定》,严格执行监管要求,依法经营,切实履行社会责任,维护市场良性竞争。腾讯控股将负全责,在规定时限内与腾讯控股音乐等关联公司制定整改措施和方案,按照处罚决定书要求全面完成,确保整改到位。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TME":"腾讯音乐"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151500518","content_text":"The China market supervision administration made an administrative punishment decision according to law, ordering Tencent and its affiliated companies to take measures to restore the state of market competition, such as canceling the exclusive music copyright within 30 days, stopping the payment of copyright fees such as high prepayment, and not requiring the upstream copyright party to give conditions superior to its competitors without justified reasons. Tencent will report the performance of its obligations to the State Administration of market supervision every year within three years, and the State Administration of market supervision will strictly supervise its implementation according to law.\nThis case is the first case in which necessary measures have been taken to restore the state of market competition for the illegal implementation of business concentration since the implementation of China's anti-monopoly law.\nTencent responded that the company will seriously abide by the decision, strictly implement the regulatory requirements, operate in accordance with the law, earnestly fulfill its social responsibility and maintain benign competition in the market. Tencent will take full responsibility, formulate rectification measures and plans with Tencent music and other affiliated companies within the specified time limit, and complete them completely in accordance with the requirements of the punishment decision to ensure that the rectification is in place.","news_type":1,"symbols_score_info":{"00700":0.9,"TME":0.9}},"isVote":1,"tweetType":1,"viewCount":398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124944017,"gmtCreate":1624724063139,"gmtModify":1633949276176,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Buy before it start to move","listText":"Buy before it start to move","text":"Buy before it start to move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/124944017","repostId":"1164137597","repostType":4,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185070327,"gmtCreate":1623628751969,"gmtModify":1634031085836,"author":{"id":"3577142139469832","authorId":"3577142139469832","name":"JFK23","avatar":"https://static.tigerbbs.com/6bdaa6cc4eddbc577da598bd89525cf0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577142139469832","idStr":"3577142139469832"},"themes":[],"htmlText":"Comment please","listText":"Comment please","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/185070327","repostId":"1146430910","repostType":4,"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}