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jazinfinity
2021-10-04
Grabbing everything!
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jazinfinity
2021-10-01
Nice!
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jazinfinity
2021-09-29
Esports for the win!
Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电:基本面持续强劲,逢低买入机会</blockquote>
jazinfinity
2021-09-28
Reopen for the win
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jazinfinity
2021-09-27
With Intel, you can make good decisions!
Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>
jazinfinity
2021-09-25
Brands for the win!
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jazinfinity
2021-09-24
Just do it! Just go to the moon!
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jazinfinity
2021-09-23
end of music?
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jazinfinity
2021-09-22
For mankind
US To Donate Additional 500M Pfizer-BioNTech COVID-19 Vaccine Doses To Lower Income Nations<blockquote>美国将向低收入国家额外捐赠5亿剂辉瑞BioNTech COVID-19疫苗</blockquote>
jazinfinity
2021-09-21
Buy buy and buy
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jazinfinity
2021-09-20
Pinterest got pinned down!
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jazinfinity
2021-09-19
People are still going out because the death cases are not high. Only with death, people will cut back on going out
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jazinfinity
2021-09-16
Dividends for the win!
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jazinfinity
2021-09-13
Dbs for the win!
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jazinfinity
2021-09-12
Exercise for the win!
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jazinfinity
2021-09-11
Disney for the win!
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jazinfinity
2021-09-10
Commodities for the win!
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jazinfinity
2021-09-08
Bonds for the lose?
85% Of High Yield Bonds Have A Negative Real Yield<blockquote>85%的高收益债券实际收益率为负</blockquote>
jazinfinity
2021-09-07
JD for the win!
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jazinfinity
2021-09-04
Match for the win!
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everything!","listText":"Grabbing everything!","text":"Grabbing everything!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/820301021","repostId":"1164576358","repostType":4,"isVote":1,"tweetType":1,"viewCount":2503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864019535,"gmtCreate":1633042256475,"gmtModify":1633042256923,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/864019535","repostId":"1143063659","repostType":4,"isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862885866,"gmtCreate":1632869609579,"gmtModify":1632869609742,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Esports for the win!","listText":"Esports for the win!","text":"Esports for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862885866","repostId":"1112583450","repostType":4,"repost":{"id":"1112583450","kind":"news","pubTimestamp":1632842868,"share":"https://www.laohu8.com/m/news/1112583450?lang=zh_CN&edition=full","pubTime":"2021-09-28 23:27","market":"us","language":"en","title":"Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电:基本面持续强劲,逢低买入机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1112583450","media":"Seeking Alpha","summary":"Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Electronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.</li> <li>EA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.</li> <li>EA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8344f36d2d49a7e957c065340be2cb\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>与强劲的2020年相比,艺电第一季度财报业绩稳健。</li><li>艺电最近推迟了秋季发布的《战地2042》,但此举提供了一个强有力的买入机会。</li><li>EA在过去一年中增强了其移动游戏人才,并拥有比以往任何时候都更强大的移动收入渠道。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> Electronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.</p><p><blockquote>电子艺界(EA)是一个家喻户晓的名字,有着良好的基本面。随着时间的推移,70%以上的长期利润率和稳定的收入流为股东带来了强劲的回报。该股自2018年中期以来表现不佳,但现在游戏公司的定价接近价值股水平。由于今年的大型电影《战地2042》推迟到11月19日,他们的股价最近大幅下跌。这为EA股票提供了一个很好的切入点,其中大部分销售仍然能够在稍后的发布日期捕获。EA拥有出色的技术设置,自2018年中期首次达到该水平以来,该股在2021年多次接近148.97美元的历史高点。如下所示,过去一年收入大幅增长至5.7 B,2022年GAAP收入指引为68亿美元,但该股自2018年中期以来仍在盘整。当这些高点被突破时,这就有可能大幅上涨。更高的低点令人鼓舞,这可能是突破历史高点之前最后一次大幅下跌15%以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7506972cadc0be0701c77d20ad10d4ff\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Great Fiscal Q1</b></p><p><blockquote><b>伟大的财政第一季度</b></blockquote></p><p> Electronic Arts had a strong Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.</p><p><blockquote>即使与非常强劲的2020年相比,艺电第一季度的财报也很强劲。净预订量是衡量业务业绩的最准确指标,比上一年增长了3%,达到61.36亿美元。2022年的营业额指导为74亿美元,即增长20.6%。收入跟随账单,因此我们将从最近的强劲业绩中看到明年的收入和盈利流动。Madden、NHL,尤其是FIFA的体育特许经营权继续以稳定的表现引领EA。在过去的一年里,体育特许经营共有1.4亿玩家,其中超过3100万人玩最新的FIFA 2021版本。体育是可预测且受欢迎的游戏,随着时间的推移,这会增加收入和收益的稳定性。FUT比赛仍在强劲增长,Q1比去年增长了48%。《战地》的延迟可能会损害账单数量,因为部分销售额将流失到动视暴雪(ATVI)的《看涨期权使命先锋》等竞争对手手中。然而,近年来的游戏延迟并没有对这些游戏的销售产生太大负面影响。这些由于严格的截止日期而导致的延迟在业内非常常见,我认为EA股票对一个月延迟的负面反应有些过头了。与此同时,Apex Legends已经看到了复苏,许多玩家回到了游戏中,它被证明是一个比许多人预期的更持久的标题。这款游戏实际上是最近一个赛季拥有最多玩家的游戏,对于一款已经推出几年的游戏来说,这令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/63da6c1ee87d6951184b6ba11ea0ab01\" tg-width=\"382\" tg-height=\"421\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.</p><p><blockquote>正如您在上面看到的,本财年的账单增长一直不稳定,但总体而言,我预计随着时间的推移,增长将达到高个位数到低两位数。2021财年的增长至少部分是由于冠状病毒,尽管那里的环境仍然非常有利。全球范围内对旅行和其他娱乐的限制仍然是游戏时间的重要推动力。包括微交易和游戏通行证在内的直播服务继续成为EA业务的重要组成部分。国际足联的成功是其中很大一部分,EA宣布战地2042每年有4个赛季可以购买通行证。这应该会在游戏发布后的几年里提供稳定的收入来源。宣布的战场门户允许人们使用旧版本创建新地图,这似乎很好地促进了付费季票的参与。新的危险区模式增加了额外的内容,以及逃离塔尔科夫式的小队生存场景。有一点是清楚的——EA在《战地2042》上投入了更多的努力,并在2年多的时间里保持了它的趣味性,而不是过去的几个系列。艺电证实这将是每隔一年发布一次,像战地门户这样的东西可能会与多个版本一起工作。这些,加上即将推出的新手机战场游戏,让我更加看好未来从《使命看涨期权》中分一杯羹。一些投资者可能会担心游戏延迟后2022财年74亿美元的账单数字,但符合这一标准应该会在未来12个月内给该股带来非常显着的提振。</blockquote></p><p> The company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.</p><p><blockquote>该公司还有一项重要的股票回购计划,有助于在股价下跌期间支撑股价。EA去年回购了9.76亿股股票,略低于360亿美元总市值的3%。由于《战地2042》的延迟,该股再次下跌,预计未来几周将出现更大规模的回购活动。EA还支付每季度17美分的小额股息。虽然这是0.5%左右的收益率,但随着时间的推移,它可以显着增长,并显示了管理团队对股东的持续承诺。</blockquote></p><p> <b>Continued Growth in Mobile</b></p><p><blockquote><b>移动业务持续增长</b></blockquote></p><p> EA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the purchase of Playdemic for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.</p><p><blockquote>艺电一直试图在移动领域赶上动视暴雪等竞争对手。艺电已经在今年早些时候收购了Glu Mobile,以扩大他们不断增长的休闲手机游戏。现在,EA最近以14亿美元完成了对《高尔夫冲突》制作方Playdemic的收购。根据Sensor Tower的数据,在强劲的疫情时期,Golf Clash的收入高达1.328亿美元。对于一款拥有非常强大且不断增长的用户群以及背后有一支才华横溢的团队的游戏来说,10倍的销售额是一个合理的价格。艺电正在考虑长远,Playdemic可能会在未来几年开发艺电稳定的其他IP。他们在电话会议上暗示,他们已经获得了全球Madden或FIFA手机游戏的许可——这对投资者来说是一个诱人的想法。EA的移动业务正在增长,2021年将比2019年的水平增长16%,但他们继续在这一领域大力投资。休闲游戏有很长的尾巴,由于与游戏创作相关的运营费用较低,因此是最赚钱的游戏之一。艺电还宣布,他们正在为流行的Apex传奇皇家战役游戏制作一款手机游戏,以及前面提到的战地游戏。这很可能是在看到动视暴雪凭借其移动版《使命看涨期权》游戏取得成功之后,而且事实上他们还没有将许多移动版特许经营权货币化。对于EA来说,这是一个真正将移动业务作为业务一部分发展的机会,去年移动业务仅占预订量的13.5%。然而,移动业务的增长率将在第一财季加速至20%,并可能在未来几年带来巨大推动。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.</p><p><blockquote>对于那些不持有任何EA股票的人来说,最近的下跌是一个绝佳的买入机会。该股一直在突破150点附近的历史高位,当突破上行时,应该会出现大幅上涨。它的交易价格为非常便宜的16倍远期市盈率,使其在当前市场上接近价值股票的地位。任何额外的封锁或限制也将利好EA,因为许多年轻人继续在游戏上投入巨资。通过收购和使用现有知识产权,EA专注于他们在移动领域的弱点,为自己的长期发展做好了准备。移动是EA明显落后于主要竞争对手的领域,但2021年采取的举措将在未来几年带来巨大红利——股东可能会受益。</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>Electronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电:基本面持续强劲,逢低买入机会</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\">\nElectronic Arts: Strong Fundamentals Continue Amid Dip Buying Opportunity<blockquote>艺电:基本面持续强劲,逢低买入机会</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\">2021-09-28 23:27</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>Electronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.</li> <li>EA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.</li> <li>EA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc8344f36d2d49a7e957c065340be2cb\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>与强劲的2020年相比,艺电第一季度财报业绩稳健。</li><li>艺电最近推迟了秋季发布的《战地2042》,但此举提供了一个强有力的买入机会。</li><li>EA在过去一年中增强了其移动游戏人才,并拥有比以往任何时候都更强大的移动收入渠道。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock社论来自Getty Images</span></p></blockquote></p><p> Electronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.</p><p><blockquote>电子艺界(EA)是一个家喻户晓的名字,有着良好的基本面。随着时间的推移,70%以上的长期利润率和稳定的收入流为股东带来了强劲的回报。该股自2018年中期以来表现不佳,但现在游戏公司的定价接近价值股水平。由于今年的大型电影《战地2042》推迟到11月19日,他们的股价最近大幅下跌。这为EA股票提供了一个很好的切入点,其中大部分销售仍然能够在稍后的发布日期捕获。EA拥有出色的技术设置,自2018年中期首次达到该水平以来,该股在2021年多次接近148.97美元的历史高点。如下所示,过去一年收入大幅增长至5.7 B,2022年GAAP收入指引为68亿美元,但该股自2018年中期以来仍在盘整。当这些高点被突破时,这就有可能大幅上涨。更高的低点令人鼓舞,这可能是突破历史高点之前最后一次大幅下跌15%以上。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7506972cadc0be0701c77d20ad10d4ff\" tg-width=\"635\" tg-height=\"447\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> <b>Great Fiscal Q1</b></p><p><blockquote><b>伟大的财政第一季度</b></blockquote></p><p> Electronic Arts had a strong Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.</p><p><blockquote>即使与非常强劲的2020年相比,艺电第一季度的财报也很强劲。净预订量是衡量业务业绩的最准确指标,比上一年增长了3%,达到61.36亿美元。2022年的营业额指导为74亿美元,即增长20.6%。收入跟随账单,因此我们将从最近的强劲业绩中看到明年的收入和盈利流动。Madden、NHL,尤其是FIFA的体育特许经营权继续以稳定的表现引领EA。在过去的一年里,体育特许经营共有1.4亿玩家,其中超过3100万人玩最新的FIFA 2021版本。体育是可预测且受欢迎的游戏,随着时间的推移,这会增加收入和收益的稳定性。FUT比赛仍在强劲增长,Q1比去年增长了48%。《战地》的延迟可能会损害账单数量,因为部分销售额将流失到动视暴雪(ATVI)的《看涨期权使命先锋》等竞争对手手中。然而,近年来的游戏延迟并没有对这些游戏的销售产生太大负面影响。这些由于严格的截止日期而导致的延迟在业内非常常见,我认为EA股票对一个月延迟的负面反应有些过头了。与此同时,Apex Legends已经看到了复苏,许多玩家回到了游戏中,它被证明是一个比许多人预期的更持久的标题。这款游戏实际上是最近一个赛季拥有最多玩家的游戏,对于一款已经推出几年的游戏来说,这令人印象深刻。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/63da6c1ee87d6951184b6ba11ea0ab01\" tg-width=\"382\" tg-height=\"421\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.</p><p><blockquote>正如您在上面看到的,本财年的账单增长一直不稳定,但总体而言,我预计随着时间的推移,增长将达到高个位数到低两位数。2021财年的增长至少部分是由于冠状病毒,尽管那里的环境仍然非常有利。全球范围内对旅行和其他娱乐的限制仍然是游戏时间的重要推动力。包括微交易和游戏通行证在内的直播服务继续成为EA业务的重要组成部分。国际足联的成功是其中很大一部分,EA宣布战地2042每年有4个赛季可以购买通行证。这应该会在游戏发布后的几年里提供稳定的收入来源。宣布的战场门户允许人们使用旧版本创建新地图,这似乎很好地促进了付费季票的参与。新的危险区模式增加了额外的内容,以及逃离塔尔科夫式的小队生存场景。有一点是清楚的——EA在《战地2042》上投入了更多的努力,并在2年多的时间里保持了它的趣味性,而不是过去的几个系列。艺电证实这将是每隔一年发布一次,像战地门户这样的东西可能会与多个版本一起工作。这些,加上即将推出的新手机战场游戏,让我更加看好未来从《使命看涨期权》中分一杯羹。一些投资者可能会担心游戏延迟后2022财年74亿美元的账单数字,但符合这一标准应该会在未来12个月内给该股带来非常显着的提振。</blockquote></p><p> The company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.</p><p><blockquote>该公司还有一项重要的股票回购计划,有助于在股价下跌期间支撑股价。EA去年回购了9.76亿股股票,略低于360亿美元总市值的3%。由于《战地2042》的延迟,该股再次下跌,预计未来几周将出现更大规模的回购活动。EA还支付每季度17美分的小额股息。虽然这是0.5%左右的收益率,但随着时间的推移,它可以显着增长,并显示了管理团队对股东的持续承诺。</blockquote></p><p> <b>Continued Growth in Mobile</b></p><p><blockquote><b>移动业务持续增长</b></blockquote></p><p> EA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the purchase of Playdemic for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.</p><p><blockquote>艺电一直试图在移动领域赶上动视暴雪等竞争对手。艺电已经在今年早些时候收购了Glu Mobile,以扩大他们不断增长的休闲手机游戏。现在,EA最近以14亿美元完成了对《高尔夫冲突》制作方Playdemic的收购。根据Sensor Tower的数据,在强劲的疫情时期,Golf Clash的收入高达1.328亿美元。对于一款拥有非常强大且不断增长的用户群以及背后有一支才华横溢的团队的游戏来说,10倍的销售额是一个合理的价格。艺电正在考虑长远,Playdemic可能会在未来几年开发艺电稳定的其他IP。他们在电话会议上暗示,他们已经获得了全球Madden或FIFA手机游戏的许可——这对投资者来说是一个诱人的想法。EA的移动业务正在增长,2021年将比2019年的水平增长16%,但他们继续在这一领域大力投资。休闲游戏有很长的尾巴,由于与游戏创作相关的运营费用较低,因此是最赚钱的游戏之一。艺电还宣布,他们正在为流行的Apex传奇皇家战役游戏制作一款手机游戏,以及前面提到的战地游戏。这很可能是在看到动视暴雪凭借其移动版《使命看涨期权》游戏取得成功之后,而且事实上他们还没有将许多移动版特许经营权货币化。对于EA来说,这是一个真正将移动业务作为业务一部分发展的机会,去年移动业务仅占预订量的13.5%。然而,移动业务的增长率将在第一财季加速至20%,并可能在未来几年带来巨大推动。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> The recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.</p><p><blockquote>对于那些不持有任何EA股票的人来说,最近的下跌是一个绝佳的买入机会。该股一直在突破150点附近的历史高位,当突破上行时,应该会出现大幅上涨。它的交易价格为非常便宜的16倍远期市盈率,使其在当前市场上接近价值股票的地位。任何额外的封锁或限制也将利好EA,因为许多年轻人继续在游戏上投入巨资。通过收购和使用现有知识产权,EA专注于他们在移动领域的弱点,为自己的长期发展做好了准备。移动是EA明显落后于主要竞争对手的领域,但2021年采取的举措将在未来几年带来巨大红利——股东可能会受益。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity\">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":{"EA":"艺电"},"source_url":"https://seekingalpha.com/article/4457473-electronic-arts-strong-fundamentals-continue-amid-dip-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112583450","content_text":"Summary\n\nElectronic Arts Fiscal Q1 results were solid compared to a strong 2020 period.\nEA recently delayed its big fall release Battlefield 2042, but the move provides a strong buying opportunity.\nEA has strengthened its mobile gaming talent over the past year and has a stronger pipeline for mobile revenue than ever.\n\nSundry Photography/iStock Editorial via Getty Images\nElectronic Arts (EA) is a household name with great fundamentals. 70%+ long-term margins and stable revenue streams have led to strong shareholder returns over time. The stock has underperformed since mid-2018 but now the gaming companies are being priced near value stock levels. They have recently had a significant dip in the stock price, due to the delay of their big release of the year, Battlefield 2042 to November 19th. This is giving a great entry point into EA stock, with most of those sales still able to be captured with a later release date. EA has a great technical setup with the stock pushing near its all-time high of $148.97 several times in 2021 since first reaching the level in mid-2018. As you can see below, revenue has increased significantly to 5.7B in the past year, with 2022 GAAP revenue guidance at $6.8 Billion, yet the stock is still consolidating since mid-2018. This gives potential for an outsized move upwards when those highs are broken. Higher lows have been encouraging and this may be the last significant 15%+ dip before breaking out to all-time highs.\nData by YCharts\nGreat Fiscal Q1\nElectronic Arts had a strong Fiscal Q1, even with comparison to a very strong 2020 period. Net bookings which are the most accurate indicator of business performance were up 3% over the prior year to $6.136 Billion USD. Guidance for 2022 was to $7.4 Billion in billings - or 20.6% growth. Revenue follows billings so we will see Revenue and earnings flow through next year from the strong results of late. The sports franchises of Madden, NHL, and especially FIFA continue to lead the way for EA with consistent performance. The sports franchises had a combined 140 million players in the past year, with over 31 million playing the newest FIFA 2021 iteration. Sports are predictable and popular games, something that adds stability to revenue and earnings over time. FUT matches are still growing at a strong pace with 48% growth over last year in Q1. Battlefield's delay may hurt the billings number as some sales will be lost to competitors such as Call of Duty Vanguard from Activision Blizzard (ATVI). However, game delays in recent years have not negatively impacted sales much for those titles. These delays due to tough deadlines are very commonplace in the industry and I believe the negative reaction in EA stock on a one-month delay is overdone. All the while, Apex Legends has seen a resurgence with many players going back to the game and it proved to be a more lasting title than many had expected. The game actually had the most players ever in the recent season, impressive for a game that has been out for several years now.\n\nAs you can see above, the fiscal year billings growth has been lumpy but overall, I expect high single digits to low double digits growth over time. The increase to FY 2021 was at least partially due to the coronavirus, although the environment continues to be very supportive there. Restrictions on travel and other entertainment worldwide continue to be a significant tailwind on gaming hours played. Live services which include microtransactions and game passes continue to become a larger part of EA's business. FIFA's success is a big portion of this, and EA announces 4 seasons for Battlefield 2042 per year with passes to purchase. This should give a solid income stream for the years after the game's release. The announced Battlefield Portal allowing people to create new maps using old releases seems great to foster engagement in paid season passes. The new Hazard Zone mode adds additional content as well with an Escape from Tarkov-like squad survival scenario. One thing is clear - EA put more effort into Battlefield 2042 and keeping it interesting for 2+ years than the past few series titles. EA confirmed it would be an every other year release, with things like Battlefield Portal likely working with multiple releases. These, plus the new mobile Battlefield game that's to come, make me more bullish for the future to take some share from Call of Duty. Some investors may be worried about the $7.4 Billion billings number for Fiscal 2022 with the game delay, but matching that bar should give the stock a very significant boost over the next 12 months.\nThe company does also have a significant share buyback program which is helping to support the stock during any dips. EA bought back 976 million in stock over the past year - just under 3% of the total market cap of 36 Billion US. Expect more significant buyback activity in the coming weeks with the stock having dipped again due to the Battlefield 2042 delay. EA also pays a small dividend at 17 cents per quarter. While this is a yield of around 0.5%, it can grow significantly over time and shows the ongoing commitment to shareholders by the management team.\nContinued Growth in Mobile\nEA has continued to try to catch up to its competition like Activision Blizzard in the mobile area. EA had already purchased Glu Mobile earlier this year to expand their growing stable of casual mobile games. Now, EA recently completed the purchase of Playdemic for 1.4 Billion, the makers of golf clash. According to Sensor Tower, during the strong pandemic period,Golf Clash did an impressive $132.8 million USD of revenue. 10x sales is a reasonable price to pay for a game that has a very strong and growing userbase and a talented team behind it. EA is thinking long term with Playdemic likely to work on other IP from EA's stable in the coming years. They hinted on the conference call at a global Madden or FIFA mobile game where they have the license already - a tantalizing thought for investors. Mobile is growing for EA with 16% growth over 2019 levels in 2021, but they continue to invest heavily in this area. Casual games have a very long tail and are among the most profitable due to the lower operating expenses associated with the game creation. EA has also announced they are making a mobile game for the popular Apex Legends Battle Royale game, as well as the beforementioned one for Battlefield. This is likely after having seen Activision succeed with its mobile Call of Duty game, and the fact they haven't monetized many franchises in mobile yet. This is a chance for EA to really grow mobile as a portion of the business, with it only representing 13.5% of bookings over the last year. However, the growth rate for mobile will accelerate with it at 20% in Fiscal Q1 and likely to provide a big boost in coming years.\nConclusion\nThe recent dip is an excellent buying opportunity for those that don't own any EA stock. The stock has been pushing against its all-time high level near 150, and when it breaks through to the upside should see significant gains. It is trading at a very inexpensive 16x Forward P/E - giving it near value stock status in the current market. Any additional lockdowns or restrictions would be bullish for EA as well, as many young people continue to spend heavily on gaming. EA has set itself up well for the long term, by focusing on their weakness in the mobile category with acquisitions and use of existing IP. Mobile is an area where EA has significantly lagged its major competition, but the moves made in 2021 will pay big dividends in future years - with shareholders likely to benefit.","news_type":1,"symbols_score_info":{"EA":0.9}},"isVote":1,"tweetType":1,"viewCount":2607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866677878,"gmtCreate":1632782102694,"gmtModify":1632797950741,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Reopen for the win","listText":"Reopen for the win","text":"Reopen for the win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866677878","repostId":"2170622225","repostType":4,"isVote":1,"tweetType":1,"viewCount":2717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868406643,"gmtCreate":1632696085382,"gmtModify":1632798599413,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"With Intel, you can make good decisions!","listText":"With Intel, you can make good decisions!","text":"With Intel, you can make good decisions!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868406643","repostId":"1142057327","repostType":4,"repost":{"id":"1142057327","kind":"news","pubTimestamp":1632643246,"share":"https://www.laohu8.com/m/news/1142057327?lang=zh_CN&edition=full","pubTime":"2021-09-26 16:00","market":"us","language":"en","title":"Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142057327","media":"The street","summary":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to","content":"<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p><p><blockquote>英特尔在亚利桑那州的两家新计算机芯片工厂破土动工,这是一项200亿美元项目的一部分,旨在帮助满足美国对半导体的高需求。</blockquote></p><p> Intel (<b>INTC</b>) -Get Intel Corporation (INTC) Report on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help alleviate the severe shortage of semiconductors in the U.S.</p><p><blockquote>英特尔(<b>INTC</b>)-获取英特尔公司(INTC)报告周五在亚利桑那州的两家新计算机芯片工厂破土动工,这是一项耗资200亿美元的项目的一部分,旨在帮助缓解美国半导体的严重短缺。</blockquote></p><p> The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的半导体芯片制造商首席执行官帕特·基辛格(Pat Gelsinger)在该公司位于亚利桑那州钱德勒的奥科蒂洛园区主持了该项目的奠基仪式,标志着该州历史上最大的私人投资。</blockquote></p><p> Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p><p><blockquote>英特尔预计这些工厂将于2024年全面投入运营,生产该公司最先进的工艺技术。</blockquote></p><p> “Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p><p><blockquote>基辛格在公司声明中表示:“今天的庆祝活动标志着一个重要的里程碑,因为我们正在努力提高产能并满足对半导体的难以置信的需求:这是万物数字化的基础技术。”“我们正在开创一个创新的新时代——对英特尔、对亚利桑那州和对全世界。自40多年前开业以来,这项200亿美元的扩建将使我们在亚利桑那州的总投资超过500亿美元。</blockquote></p><p> \"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p><p><blockquote>Gelsinger表示:“作为唯一一家总部位于美国的领先芯片制造商,我们致力于在这项长期投资的基础上再接再厉,帮助美国重新获得半导体领先地位。”</blockquote></p><p> Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p><p><blockquote>周五盘后英特尔股价上涨0.18%,至54.32美元。</blockquote></p><p> Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p><p><blockquote>基辛格周四参加了与科技公司高管和商务部长吉娜·雷蒙多的虚拟会议,以解决全球半导体芯片短缺问题,该问题干扰了高科技、电子和汽车行业的生产。</blockquote></p><p> The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p><p><blockquote>这两个新工厂将被命名为Fab 52和Fab 62,将容纳总共六个半导体晶圆厂。该项目将创造3,000多个高科技、高工资的英特尔工作岗位、3,000个建筑工作岗位,并为当地社区提供约15,000个额外的间接工作岗位。</blockquote></p><p> Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p><p><blockquote>英特尔的竞争对手台积电公司计划也在亚利桑那州建造其在美国的第二家芯片工厂,目标是2024年开始生产。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</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\">\nIntel Starts Construction of Two Arizona Computer Chip Factories<blockquote>英特尔开始建设亚利桑那州两家计算机芯片工厂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The street</strong><span class=\"h-time small\">2021-09-26 16:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.</p><p><blockquote>英特尔在亚利桑那州的两家新计算机芯片工厂破土动工,这是一项200亿美元项目的一部分,旨在帮助满足美国对半导体的高需求。</blockquote></p><p> Intel (<b>INTC</b>) -Get Intel Corporation (INTC) Report on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help alleviate the severe shortage of semiconductors in the U.S.</p><p><blockquote>英特尔(<b>INTC</b>)-获取英特尔公司(INTC)报告周五在亚利桑那州的两家新计算机芯片工厂破土动工,这是一项耗资200亿美元的项目的一部分,旨在帮助缓解美国半导体的严重短缺。</blockquote></p><p> The Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.</p><p><blockquote>这家总部位于加利福尼亚州圣克拉拉的半导体芯片制造商首席执行官帕特·基辛格(Pat Gelsinger)在该公司位于亚利桑那州钱德勒的奥科蒂洛园区主持了该项目的奠基仪式,标志着该州历史上最大的私人投资。</blockquote></p><p> Intel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.</p><p><blockquote>英特尔预计这些工厂将于2024年全面投入运营,生产该公司最先进的工艺技术。</blockquote></p><p> “Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.</p><p><blockquote>基辛格在公司声明中表示:“今天的庆祝活动标志着一个重要的里程碑,因为我们正在努力提高产能并满足对半导体的难以置信的需求:这是万物数字化的基础技术。”“我们正在开创一个创新的新时代——对英特尔、对亚利桑那州和对全世界。自40多年前开业以来,这项200亿美元的扩建将使我们在亚利桑那州的总投资超过500亿美元。</blockquote></p><p> \"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.</p><p><blockquote>Gelsinger表示:“作为唯一一家总部位于美国的领先芯片制造商,我们致力于在这项长期投资的基础上再接再厉,帮助美国重新获得半导体领先地位。”</blockquote></p><p> Shares of Intel on Friday traded 0.18% higher to $54.32 after hours.</p><p><blockquote>周五盘后英特尔股价上涨0.18%,至54.32美元。</blockquote></p><p> Gelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.</p><p><blockquote>基辛格周四参加了与科技公司高管和商务部长吉娜·雷蒙多的虚拟会议,以解决全球半导体芯片短缺问题,该问题干扰了高科技、电子和汽车行业的生产。</blockquote></p><p> The two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.</p><p><blockquote>这两个新工厂将被命名为Fab 52和Fab 62,将容纳总共六个半导体晶圆厂。该项目将创造3,000多个高科技、高工资的英特尔工作岗位、3,000个建筑工作岗位,并为当地社区提供约15,000个额外的间接工作岗位。</blockquote></p><p> Intel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.</p><p><blockquote>英特尔的竞争对手台积电公司计划也在亚利桑那州建造其在美国的第二家芯片工厂,目标是2024年开始生产。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories\">The street</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.thestreet.com/investing/intel-starts-construction-of-two-arizona-computer-chip-factories","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142057327","content_text":"Intel broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help meet the high demand for semiconductors in the U.S.\nIntel (INTC) -Get Intel Corporation (INTC) Report on Friday broke ground on two new computer chip factories in Arizona as part of a $20 billion project to help alleviate the severe shortage of semiconductors in the U.S.\nThe Santa Clara, Calif.-basedsemiconductor chip manufacturer'sCEO Pat Gelsinger led the project's groundbreaking ceremony at the company's Ocotillo campus in Chandler, Ariz., marking the largest private investment in the state's history.\nIntel expects the factories to be fully operational in 2024 to manufacture the company's most advanced process technologies.\n“Today’s celebration marks an important milestone as we work to boost capacity and meet the incredible demand for semiconductors: the foundational technology for the digitization of everything,\" Gelsinger said in acompany statement. \"We are ushering in a new era of innovation – for Intel, for Arizona and for the world. This $20 billion expansion will bring our total investment in Arizona to more than $50 billion since opening the site over 40 years ago.\n\"As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” Gelsinger said.\nShares of Intel on Friday traded 0.18% higher to $54.32 after hours.\nGelsinger on Thursday participated in a virtual meeting with tech company executives and Commerce Secretary Gina Raimondo to address the global semiconductor chip shortage, which has interfered with production in the high-tech, electronics and automotive industries.\nThe two new factories, to be named Fab 52 and Fab 62, will house a total of six semiconductor fabs. The project will create over 3,000 high-tech, high-wage Intel jobs, 3,000 construction jobs and support an estimated 15,000 additional indirect jobs in the local community.\nIntel rival Taiwan Semiconductor Manufacturing Co.plans to buildits second U.S. chip factory also in Arizona and targets production to begin in 2024.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868936610,"gmtCreate":1632570107330,"gmtModify":1632656499112,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Brands for the win!","listText":"Brands for the win!","text":"Brands for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868936610","repostId":"1149730497","repostType":4,"isVote":1,"tweetType":1,"viewCount":2478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863747499,"gmtCreate":1632439701911,"gmtModify":1632726578750,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Just do it! Just go to the moon!","listText":"Just do it! Just go to the moon!","text":"Just do it! Just go to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/863747499","repostId":"2169738696","repostType":4,"isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":863992669,"gmtCreate":1632351867351,"gmtModify":1632801085775,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"end of music?","listText":"end of music?","text":"end of music?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863992669","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":1724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":869407767,"gmtCreate":1632313381359,"gmtModify":1632801336460,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"For mankind","listText":"For mankind","text":"For mankind","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869407767","repostId":"1118747004","repostType":4,"repost":{"id":"1118747004","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1632311571,"share":"https://www.laohu8.com/m/news/1118747004?lang=zh_CN&edition=full","pubTime":"2021-09-22 19:52","market":"us","language":"en","title":"US To Donate Additional 500M Pfizer-BioNTech COVID-19 Vaccine Doses To Lower Income Nations<blockquote>美国将向低收入国家额外捐赠5亿剂辉瑞BioNTech COVID-19疫苗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118747004","media":"Benzinga","summary":"Pfizer Inc and BioNTech SE will provide the U.S. government additional 500 million doses of its COVI","content":"<p><b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a> Inc</b> and <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b> will provide the U.S. government additional 500 million doses of its COVID-19 vaccine.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>Inc</b>和<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>将向美国政府额外提供5亿剂新冠疫苗。</blockquote></p><p> The doses at a not-for-profit price will be used for donations to low- and lower-middle-income countries and the organizations that support them.</p><p><blockquote>这些非营利价格的剂量将用于捐赠给低收入和中低收入国家以及支持这些国家的组织。</blockquote></p><p> The expanded agreement brings the total number of doses to be supplied to the U.S. government for donation to these countries to <a href=\"https://laohu8.com/S/AONE.U\">one</a> billion.</p><p><blockquote>扩大后的协议使美国政府向这些国家捐赠的剂量总数达到<a href=\"https://laohu8.com/S/AONE.U\">一</a>十亿。</blockquote></p><p> Deliveries of the initial 500 million doses began in August 2021, and a total of one billion doses under the expanded agreement are expected to be delivered by the end of September 2022.</p><p><blockquote>最初的5亿剂疫苗于2021年8月开始交付,根据扩大协议,预计到2022年9月底将交付总计10亿剂疫苗。</blockquote></p><p> The current plan is to produce these doses in Pfizer's U.S. facilities in Kalamazoo, MI, Andover, MA, Chesterfield, MO, and McPherson, KS.</p><p><blockquote>目前的计划是在辉瑞位于密歇根州卡拉马祖、马萨诸塞州安多弗、密苏里州切斯特菲尔德和堪萨斯州麦克弗森的美国工厂生产这些剂量。</blockquote></p><p> Overall, Pfizer and BioNTech have shipped more than 1.5 billion COVID-19 vaccine doses worldwide.</p><p><blockquote>总体而言,辉瑞和BioNTech已在全球范围内运送了超过15亿剂COVID-19疫苗。</blockquote></p><p> Citing sources familiar with the issue, Reuters reported that the government would pay some $7 per dose.</p><p><blockquote>路透社援引知情人士的话报道称,政府将为每剂疫苗支付约7美元。</blockquote></p><p> In June, the Biden administration agreed to buy and donate 500 million doses of the vaccine. Under the terms of that contract, the U.S. will pay Pfizer and BioNTech around $3.5 billion or $7/dose.</p><p><blockquote>6月,拜登政府同意购买并捐赠5亿剂疫苗。根据该合同条款,美国将向辉瑞和BioNTech支付约35亿美元或7美元/剂。</blockquote></p><p> <b>Price Action:</b> PFE stock is up 0.27% at $44.04, and BNTX stock is up 0.10% at $341.7 during the premarket session on the last check Wednesday.</p><p><blockquote><b>价格走势:</b>周三最后一次盘前交易中,PFE股价上涨0.27%,至44.04美元,BNTX股价上涨0.10%,至341.7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>US To Donate Additional 500M Pfizer-BioNTech COVID-19 Vaccine Doses To Lower Income Nations<blockquote>美国将向低收入国家额外捐赠5亿剂辉瑞BioNTech COVID-19疫苗</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\">\nUS To Donate Additional 500M Pfizer-BioNTech COVID-19 Vaccine Doses To Lower Income Nations<blockquote>美国将向低收入国家额外捐赠5亿剂辉瑞BioNTech COVID-19疫苗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-09-22 19:52</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/PFE\">Pfizer</a> Inc</b> and <b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b> will provide the U.S. government additional 500 million doses of its COVID-19 vaccine.</p><p><blockquote><b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>Inc</b>和<b><a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a></b>将向美国政府额外提供5亿剂新冠疫苗。</blockquote></p><p> The doses at a not-for-profit price will be used for donations to low- and lower-middle-income countries and the organizations that support them.</p><p><blockquote>这些非营利价格的剂量将用于捐赠给低收入和中低收入国家以及支持这些国家的组织。</blockquote></p><p> The expanded agreement brings the total number of doses to be supplied to the U.S. government for donation to these countries to <a href=\"https://laohu8.com/S/AONE.U\">one</a> billion.</p><p><blockquote>扩大后的协议使美国政府向这些国家捐赠的剂量总数达到<a href=\"https://laohu8.com/S/AONE.U\">一</a>十亿。</blockquote></p><p> Deliveries of the initial 500 million doses began in August 2021, and a total of one billion doses under the expanded agreement are expected to be delivered by the end of September 2022.</p><p><blockquote>最初的5亿剂疫苗于2021年8月开始交付,根据扩大协议,预计到2022年9月底将交付总计10亿剂疫苗。</blockquote></p><p> The current plan is to produce these doses in Pfizer's U.S. facilities in Kalamazoo, MI, Andover, MA, Chesterfield, MO, and McPherson, KS.</p><p><blockquote>目前的计划是在辉瑞位于密歇根州卡拉马祖、马萨诸塞州安多弗、密苏里州切斯特菲尔德和堪萨斯州麦克弗森的美国工厂生产这些剂量。</blockquote></p><p> Overall, Pfizer and BioNTech have shipped more than 1.5 billion COVID-19 vaccine doses worldwide.</p><p><blockquote>总体而言,辉瑞和BioNTech已在全球范围内运送了超过15亿剂COVID-19疫苗。</blockquote></p><p> Citing sources familiar with the issue, Reuters reported that the government would pay some $7 per dose.</p><p><blockquote>路透社援引知情人士的话报道称,政府将为每剂疫苗支付约7美元。</blockquote></p><p> In June, the Biden administration agreed to buy and donate 500 million doses of the vaccine. Under the terms of that contract, the U.S. will pay Pfizer and BioNTech around $3.5 billion or $7/dose.</p><p><blockquote>6月,拜登政府同意购买并捐赠5亿剂疫苗。根据该合同条款,美国将向辉瑞和BioNTech支付约35亿美元或7美元/剂。</blockquote></p><p> <b>Price Action:</b> PFE stock is up 0.27% at $44.04, and BNTX stock is up 0.10% at $341.7 during the premarket session on the last check Wednesday.</p><p><blockquote><b>价格走势:</b>周三最后一次盘前交易中,PFE股价上涨0.27%,至44.04美元,BNTX股价上涨0.10%,至341.7美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118747004","content_text":"Pfizer Inc and BioNTech SE will provide the U.S. government additional 500 million doses of its COVID-19 vaccine.\nThe doses at a not-for-profit price will be used for donations to low- and lower-middle-income countries and the organizations that support them.\nThe expanded agreement brings the total number of doses to be supplied to the U.S. government for donation to these countries to one billion.\nDeliveries of the initial 500 million doses began in August 2021, and a total of one billion doses under the expanded agreement are expected to be delivered by the end of September 2022.\nThe current plan is to produce these doses in Pfizer's U.S. facilities in Kalamazoo, MI, Andover, MA, Chesterfield, MO, and McPherson, KS.\nOverall, Pfizer and BioNTech have shipped more than 1.5 billion COVID-19 vaccine doses worldwide.\nCiting sources familiar with the issue, Reuters reported that the government would pay some $7 per dose.\nIn June, the Biden administration agreed to buy and donate 500 million doses of the vaccine. 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Only with death, people will cut back on going out","listText":"People are still going out because the death cases are not high. Only with death, people will cut back on going out","text":"People are still going out because the death cases are not high. Only with death, people will cut back on going out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/887871102","repostId":"2168089015","repostType":4,"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885180468,"gmtCreate":1631764712854,"gmtModify":1631890675110,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Dividends for the win!","listText":"Dividends for the win!","text":"Dividends for the 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win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/881405554","repostId":"2166375184","repostType":4,"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":883736918,"gmtCreate":1631271865034,"gmtModify":1631890675147,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Commodities for the win!","listText":"Commodities for the win!","text":"Commodities for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/883736918","repostId":"1188190965","repostType":4,"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889952483,"gmtCreate":1631106268742,"gmtModify":1631890675162,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Bonds for the lose?","listText":"Bonds for the lose?","text":"Bonds for the lose?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889952483","repostId":"1189790306","repostType":4,"repost":{"id":"1189790306","kind":"news","pubTimestamp":1631105439,"share":"https://www.laohu8.com/m/news/1189790306?lang=zh_CN&edition=full","pubTime":"2021-09-08 20:50","market":"us","language":"en","title":"85% Of High Yield Bonds Have A Negative Real Yield<blockquote>85%的高收益债券实际收益率为负</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189790306","media":"zerohedge","summary":"Ahead of the publication of his periodic long-term study which is coming out next week, Deutsche Ban","content":"<p>Ahead of the publication of his periodic long-term study which is coming out next week, Deutsche Bank's Jim Reid has shared some advance highlights including one remarkable chart.</p><p><blockquote>在下周发布定期长期研究之前,德意志银行的吉姆·里德分享了一些预先亮点,包括一张引人注目的图表。</blockquote></p><p> Using 25 years of data for the US high yield market, Reid finds that the annual real return over the last quarter of a century has been 4.48% p.a. (6.75% p.a. nominal). Well, not any more: the index currently sports a nominal yield of just 3.87% and with headline CPI at 5.4%, Reid says that we are seeing a<b>negative gap of -1.53% between the two - around 6% below the long run excess real return.</b>\"<i>This pretty much ensures that historical returns are absolutely no template for the future\",</i>according to the DB strategist.</p><p><blockquote>里德利用美国高收益市场25年的数据发现,过去25年的年实际回报率为4.48%。(名义年回报率为6.75%)。好吧,不再是了:该指数目前的名义收益率仅为3.87%,总体CPI为5.4%,里德表示,我们正在看到<b>两者之间的负差距为-1.53%,比长期超额实际回报低约6%。</b>\"<i>这几乎确保了历史回报绝对不是未来的模板”,</i>根据DB策略师的说法。</blockquote></p><p> Reid then shares the following chart showing that a \"stunning\" 85% of the US HY market has a yield below the current rate of inflation. While that proportion has been elevated for a few months now ever since the advent of the Fed's covid response policy,<b>it had never been above 10%, and rarely been much above zero. In fact, at the end of last year it was less than 4%.</b></p><p><blockquote>Reid随后分享了下面的图表,显示美国HY市场85%的收益率低于当前通胀率。尽管自美联储新冠疫情应对政策出台以来,这一比例已经上升了几个月,<b>它从未超过10%,也很少远高于零。事实上,去年年底还不到4%。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/61416447137d46a482b957c808bb1adf\" tg-width=\"734\" tg-height=\"419\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> While many expect CPI to start descending over the coming months, \"it will likely stay elevated for many quarters to come\" according to Reid, jeopardizing the Fed's \"transitory\" narrative. Yet even at 3%, CPI would still be above 35% of the US HY market by yield.</p><p><blockquote>里德表示,尽管许多人预计CPI将在未来几个月开始下降,但“未来许多季度它可能会保持在高位”,这危及了美联储的“暂时性”叙事。然而,即使为3%,CPI的收益率仍将高于美国HY市场的35%。</blockquote></p><p> As Reid concludes, \"Financial repression has indeed stretched a long way down the credit curve and you have to take more and more risk to beat inflation these days. Indeed the current yield on US single-Bs is 4.3% and on CCCs 7.1%.\"</p><p><blockquote>正如里德总结的那样,“金融抑制确实在信贷曲线上延伸了很长一段时间,如今你必须承担越来越多的风险才能战胜通胀。事实上,目前美国单一债券的收益率为4.3%,CCC的收益率为7.1%。”</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>85% Of High Yield Bonds Have A Negative Real Yield<blockquote>85%的高收益债券实际收益率为负</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\">\n85% Of High Yield Bonds Have A Negative Real Yield<blockquote>85%的高收益债券实际收益率为负</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-09-08 20:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Ahead of the publication of his periodic long-term study which is coming out next week, Deutsche Bank's Jim Reid has shared some advance highlights including one remarkable chart.</p><p><blockquote>在下周发布定期长期研究之前,德意志银行的吉姆·里德分享了一些预先亮点,包括一张引人注目的图表。</blockquote></p><p> Using 25 years of data for the US high yield market, Reid finds that the annual real return over the last quarter of a century has been 4.48% p.a. (6.75% p.a. nominal). Well, not any more: the index currently sports a nominal yield of just 3.87% and with headline CPI at 5.4%, Reid says that we are seeing a<b>negative gap of -1.53% between the two - around 6% below the long run excess real return.</b>\"<i>This pretty much ensures that historical returns are absolutely no template for the future\",</i>according to the DB strategist.</p><p><blockquote>里德利用美国高收益市场25年的数据发现,过去25年的年实际回报率为4.48%。(名义年回报率为6.75%)。好吧,不再是了:该指数目前的名义收益率仅为3.87%,总体CPI为5.4%,里德表示,我们正在看到<b>两者之间的负差距为-1.53%,比长期超额实际回报低约6%。</b>\"<i>这几乎确保了历史回报绝对不是未来的模板”,</i>根据DB策略师的说法。</blockquote></p><p> Reid then shares the following chart showing that a \"stunning\" 85% of the US HY market has a yield below the current rate of inflation. While that proportion has been elevated for a few months now ever since the advent of the Fed's covid response policy,<b>it had never been above 10%, and rarely been much above zero. In fact, at the end of last year it was less than 4%.</b></p><p><blockquote>Reid随后分享了下面的图表,显示美国HY市场85%的收益率低于当前通胀率。尽管自美联储新冠疫情应对政策出台以来,这一比例已经上升了几个月,<b>它从未超过10%,也很少远高于零。事实上,去年年底还不到4%。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/61416447137d46a482b957c808bb1adf\" tg-width=\"734\" tg-height=\"419\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> While many expect CPI to start descending over the coming months, \"it will likely stay elevated for many quarters to come\" according to Reid, jeopardizing the Fed's \"transitory\" narrative. Yet even at 3%, CPI would still be above 35% of the US HY market by yield.</p><p><blockquote>里德表示,尽管许多人预计CPI将在未来几个月开始下降,但“未来许多季度它可能会保持在高位”,这危及了美联储的“暂时性”叙事。然而,即使为3%,CPI的收益率仍将高于美国HY市场的35%。</blockquote></p><p> As Reid concludes, \"Financial repression has indeed stretched a long way down the credit curve and you have to take more and more risk to beat inflation these days. Indeed the current yield on US single-Bs is 4.3% and on CCCs 7.1%.\"</p><p><blockquote>正如里德总结的那样,“金融抑制确实在信贷曲线上延伸了很长一段时间,如今你必须承担越来越多的风险才能战胜通胀。事实上,目前美国单一债券的收益率为4.3%,CCC的收益率为7.1%。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/85-high-yield-bonds-have-negative-real-yield\">zerohedge</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/85-high-yield-bonds-have-negative-real-yield","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189790306","content_text":"Ahead of the publication of his periodic long-term study which is coming out next week, Deutsche Bank's Jim Reid has shared some advance highlights including one remarkable chart.\nUsing 25 years of data for the US high yield market, Reid finds that the annual real return over the last quarter of a century has been 4.48% p.a. (6.75% p.a. nominal). Well, not any more: the index currently sports a nominal yield of just 3.87% and with headline CPI at 5.4%, Reid says that we are seeing anegative gap of -1.53% between the two - around 6% below the long run excess real return.\"This pretty much ensures that historical returns are absolutely no template for the future\",according to the DB strategist.\nReid then shares the following chart showing that a \"stunning\" 85% of the US HY market has a yield below the current rate of inflation. While that proportion has been elevated for a few months now ever since the advent of the Fed's covid response policy,it had never been above 10%, and rarely been much above zero. In fact, at the end of last year it was less than 4%.\n\nWhile many expect CPI to start descending over the coming months, \"it will likely stay elevated for many quarters to come\" according to Reid, jeopardizing the Fed's \"transitory\" narrative. Yet even at 3%, CPI would still be above 35% of the US HY market by yield.\nAs Reid concludes, \"Financial repression has indeed stretched a long way down the credit curve and you have to take more and more risk to beat inflation these days. Indeed the current yield on US single-Bs is 4.3% and on CCCs 7.1%.\"","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":880985814,"gmtCreate":1631009756538,"gmtModify":1631890675170,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"JD for the win!","listText":"JD for the win!","text":"JD for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/880985814","repostId":"1155596683","repostType":4,"isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814330242,"gmtCreate":1630759310786,"gmtModify":1631888868330,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Match for the win!","listText":"Match for the win!","text":"Match for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/814330242","repostId":"1194566233","repostType":4,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":898051816,"gmtCreate":1628464395935,"gmtModify":1631884790733,"author":{"id":"3577229603264633","authorId":"3577229603264633","name":"jazinfinity","avatar":"https://static.tigerbbs.com/1208221a570d94e334b2d76cd0baf1d6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577229603264633","authorIdStr":"3577229603264633"},"themes":[],"htmlText":"Disney for the win!","listText":"Disney for the win!","text":"Disney for the win!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/898051816","repostId":"1162909436","repostType":4,"repost":{"id":"1162909436","kind":"news","pubTimestamp":1628463995,"share":"https://www.laohu8.com/m/news/1162909436?lang=zh_CN&edition=full","pubTime":"2021-08-09 07:06","market":"us","language":"en","title":"Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>Disney、AMC、Coinbase、爱彼迎、BioNTech等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1162909436","media":"Barron's","summary":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports re","content":"<p>The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase Global and Syscogo on Tuesday. On Wednesday, eBay will report, followed by Walt Disney, Airbnb, DoorDash, and Broadridge Financial Solutionson Thursday.</p><p><blockquote>第二季度财报季的大部分内容已经成为过去,但几份值得注意的报告仍然存在。AMC院线控股、BioNTech和Dish Network将是周一的亮点。比特币基地全球和Syscogo周二。周三,eBay将发布报告,随后华特迪士尼、爱彼迎、DoorDash和Broadridge Financial Solutions将于周四发布报告。</blockquote></p><p> The week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will report the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.</p><p><blockquote>本周的经济日历将包括两个关于消费者和企业通胀和情绪的更新。周三,美国劳工统计局将公布7月份消费者价格指数,周四将公布生产者价格指数。预计同比分别增长5.3%和7.3%。</blockquote></p><p> On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.</p><p><blockquote>周二,全国独立企业联合会将发布7月份小企业乐观指数。周五,密歇根大学公布了8月份的消费者信心指数。预计两者都将与前几个月的数据大致持平。</blockquote></p><p> <h3><b>Monday 8/9</b></h3> Air Products and Chemicals, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, Barrick Gold, <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <a href=\"https://laohu8.com/S/DISH\">DISH Network</a>, and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> report quarterly results.</p><p><blockquote><h3><b>星期一8/9</b></h3>空气产品和化学品公司,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、巴里克黄金、<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>,<a href=\"https://laohu8.com/S/DISH\">碟形网络</a>,和<a href=\"https://laohu8.com/S/TSN\">泰森</a>报告季度业绩。</blockquote></p><p> <b>The Bureau of Labor Statistics</b> reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.</p><p><blockquote><b>劳工统计局</b>报告六月份的职位空缺和劳动力流动调查。经济学家预测6月份最后一个工作日将有910万个职位空缺,略低于5月份的数字。由于雇主难以填补空缺职位,职位空缺达到创纪录水平。</blockquote></p><p> <h3><b>Tuesday 8/10</b></h3> <b>The National Federation of Independent Business</b> reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.</p><p><blockquote><h3><b>星期二8/10</b></h3><b>全国独立企业联合会</b>报告7月份小企业乐观指数。普遍估计为102.8,与6月份的数据大致持平,后者是10月份以来的最高水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, <a href=\"https://laohu8.com/S/SYY\">Sysco</a>, and <a href=\"https://laohu8.com/S/TDG\">TransDigm</a> announce earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>,<a href=\"https://laohu8.com/S/SYY\">Sysco</a>,和<a href=\"https://laohu8.com/S/TDG\">TransDigm</a>公布收益。</blockquote></p><p> <b>The BLS reports unit labor</b> costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.</p><p><blockquote><b>劳工统计局报告单位劳动力</b>第二季度成本和非农生产率。预计劳动力成本将上升0.9%,生产率将上升3.4%。相比之下,第一季度分别增长1.7%和5.4%。</blockquote></p><p> <h3><b>Wednesday 8/11</b></h3> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> and <a href=\"https://laohu8.com/S/PRGO\">Perrigo Co PLC</a> release quarterly results.</p><p><blockquote><h3><b>星期三8/11</b></h3><a href=\"https://laohu8.com/S/EBAY\">eBay</a>和<a href=\"https://laohu8.com/S/PRGO\">佩里戈公司</a>发布季度业绩。</blockquote></p><p> <b>The BLS reports the consumer</b> price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.</p><p><blockquote><b>BLS报告消费者</b>7月份价格指数。继6月份增长5.4%后,经济学家预测同比增长5.3%。剔除波动较大的食品和能源价格的核心CPI预计上涨4.3%,前值为4.5%。通货膨胀以及它是否是暂时的,今年在华尔街引起了很多讨论,6月份CPI显示出自2008年7月以来最快的增长速度,核心CPI以近30年来最快的速度上涨。</blockquote></p><p> <b>The Treasury Department</b> releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.</p><p><blockquote><b>财政部</b>发布7月份的月度预算报表。预计本月赤字为2670亿美元,截至9月的2021财年赤字为3万亿美元。这3万亿美元将略低于2020财年创纪录的3.1万亿美元赤字。</blockquote></p><p> <h3><b>Thursday 8/12</b></h3> <a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a>, <a href=\"https://laohu8.com/S/BR\">Broadridge Financial Solutions</a>, <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>, <a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a>, and <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> hold conference calls to discuss earnings.</p><p><blockquote><h3><b>星期四8/12</b></h3><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>,<a href=\"https://laohu8.com/S/BR\">布罗德里奇金融解决方案</a>, <a href=\"https://laohu8.com/S/BAM\">布鲁克菲尔德资产管理公司</a>, <a href=\"https://laohu8.com/S/DASH\">DoorDash公司。</a>,和<a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>召开会议评级讨论收益。</blockquote></p><p> Idexx Laboratorieshosts its 2021 virtual investor day.</p><p><blockquote>IDEXX Laboratories举办2021年虚拟投资者日。</blockquote></p><p> <b>The BLS reports the</b> producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.</p><p><blockquote><b>劳工统计局报告说</b>7月份生产者价格指数。普遍估计环比增长0.4%。剔除波动较大的食品和能源价格的核心PPI预计将上涨0.5%。6月份PPI和核心PPI均上涨1%。</blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至8月7日的周末首次申请失业救济人数。7月份,平均每周申请失业救济人数为39.2万人,略低于6月份的数据。自2020年春季达到峰值以来,申请失业救济人数呈下降趋势,但与大流行前的水平相比仍处于较高水平。</blockquote></p><p> <h3><b>Friday 8/13</b></h3> <b>The University of Michigan</b> releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.</p><p><blockquote><h3><b>星期五8/13</b></h3><b>密歇根大学</b>发布8月份消费者信心指数。预期为81.1,与7月份的数据大致持平。</blockquote></p><p></p>","source":"lsy1610680873436","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>Disney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>Disney、AMC、Coinbase、爱彼迎、BioNTech等本周值得投资者关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDisney, AMC, Coinbase, Airbnb, BioNTech, and Other Stocks for Investors to Watch This Week<blockquote>Disney、AMC、Coinbase、爱彼迎、BioNTech等本周值得投资者关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-08-09 07:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase Global and Syscogo on Tuesday. On Wednesday, eBay will report, followed by Walt Disney, Airbnb, DoorDash, and Broadridge Financial Solutionson Thursday.</p><p><blockquote>第二季度财报季的大部分内容已经成为过去,但几份值得注意的报告仍然存在。AMC院线控股、BioNTech和Dish Network将是周一的亮点。比特币基地全球和Syscogo周二。周三,eBay将发布报告,随后华特迪士尼、爱彼迎、DoorDash和Broadridge Financial Solutions将于周四发布报告。</blockquote></p><p> The week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will report the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.</p><p><blockquote>本周的经济日历将包括两个关于消费者和企业通胀和情绪的更新。周三,美国劳工统计局将公布7月份消费者价格指数,周四将公布生产者价格指数。预计同比分别增长5.3%和7.3%。</blockquote></p><p> On Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.</p><p><blockquote>周二,全国独立企业联合会将发布7月份小企业乐观指数。周五,密歇根大学公布了8月份的消费者信心指数。预计两者都将与前几个月的数据大致持平。</blockquote></p><p> <h3><b>Monday 8/9</b></h3> Air Products and Chemicals, <a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>, Barrick Gold, <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>, <a href=\"https://laohu8.com/S/DISH\">DISH Network</a>, and <a href=\"https://laohu8.com/S/TSN\">Tyson</a> report quarterly results.</p><p><blockquote><h3><b>星期一8/9</b></h3>空气产品和化学品公司,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、巴里克黄金、<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>,<a href=\"https://laohu8.com/S/DISH\">碟形网络</a>,和<a href=\"https://laohu8.com/S/TSN\">泰森</a>报告季度业绩。</blockquote></p><p> <b>The Bureau of Labor Statistics</b> reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.</p><p><blockquote><b>劳工统计局</b>报告六月份的职位空缺和劳动力流动调查。经济学家预测6月份最后一个工作日将有910万个职位空缺,略低于5月份的数字。由于雇主难以填补空缺职位,职位空缺达到创纪录水平。</blockquote></p><p> <h3><b>Tuesday 8/10</b></h3> <b>The National Federation of Independent Business</b> reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.</p><p><blockquote><h3><b>星期二8/10</b></h3><b>全国独立企业联合会</b>报告7月份小企业乐观指数。普遍估计为102.8,与6月份的数据大致持平,后者是10月份以来的最高水平。</blockquote></p><p> <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, <a href=\"https://laohu8.com/S/SYY\">Sysco</a>, and <a href=\"https://laohu8.com/S/TDG\">TransDigm</a> announce earnings.</p><p><blockquote><a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>,<a href=\"https://laohu8.com/S/SYY\">Sysco</a>,和<a href=\"https://laohu8.com/S/TDG\">TransDigm</a>公布收益。</blockquote></p><p> <b>The BLS reports unit labor</b> costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.</p><p><blockquote><b>劳工统计局报告单位劳动力</b>第二季度成本和非农生产率。预计劳动力成本将上升0.9%,生产率将上升3.4%。相比之下,第一季度分别增长1.7%和5.4%。</blockquote></p><p> <h3><b>Wednesday 8/11</b></h3> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> and <a href=\"https://laohu8.com/S/PRGO\">Perrigo Co PLC</a> release quarterly results.</p><p><blockquote><h3><b>星期三8/11</b></h3><a href=\"https://laohu8.com/S/EBAY\">eBay</a>和<a href=\"https://laohu8.com/S/PRGO\">佩里戈公司</a>发布季度业绩。</blockquote></p><p> <b>The BLS reports the consumer</b> price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.</p><p><blockquote><b>BLS报告消费者</b>7月份价格指数。继6月份增长5.4%后,经济学家预测同比增长5.3%。剔除波动较大的食品和能源价格的核心CPI预计上涨4.3%,前值为4.5%。通货膨胀以及它是否是暂时的,今年在华尔街引起了很多讨论,6月份CPI显示出自2008年7月以来最快的增长速度,核心CPI以近30年来最快的速度上涨。</blockquote></p><p> <b>The Treasury Department</b> releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.</p><p><blockquote><b>财政部</b>发布7月份的月度预算报表。预计本月赤字为2670亿美元,截至9月的2021财年赤字为3万亿美元。这3万亿美元将略低于2020财年创纪录的3.1万亿美元赤字。</blockquote></p><p> <h3><b>Thursday 8/12</b></h3> <a href=\"https://laohu8.com/S/ABNB\">Airbnb, Inc.</a>, <a href=\"https://laohu8.com/S/BR\">Broadridge Financial Solutions</a>, <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>, <a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a>, and <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a> hold conference calls to discuss earnings.</p><p><blockquote><h3><b>星期四8/12</b></h3><a href=\"https://laohu8.com/S/ABNB\">爱彼迎公司。</a>,<a href=\"https://laohu8.com/S/BR\">布罗德里奇金融解决方案</a>, <a href=\"https://laohu8.com/S/BAM\">布鲁克菲尔德资产管理公司</a>, <a href=\"https://laohu8.com/S/DASH\">DoorDash公司。</a>,和<a href=\"https://laohu8.com/S/DIS\">迪斯尼</a>召开会议评级讨论收益。</blockquote></p><p> Idexx Laboratorieshosts its 2021 virtual investor day.</p><p><blockquote>IDEXX Laboratories举办2021年虚拟投资者日。</blockquote></p><p> <b>The BLS reports the</b> producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.</p><p><blockquote><b>劳工统计局报告说</b>7月份生产者价格指数。普遍估计环比增长0.4%。剔除波动较大的食品和能源价格的核心PPI预计将上涨0.5%。6月份PPI和核心PPI均上涨1%。</blockquote></p><p> <b>The Department of Labor</b> reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.</p><p><blockquote><b>劳工部</b>报告截至8月7日的周末首次申请失业救济人数。7月份,平均每周申请失业救济人数为39.2万人,略低于6月份的数据。自2020年春季达到峰值以来,申请失业救济人数呈下降趋势,但与大流行前的水平相比仍处于较高水平。</blockquote></p><p> <h3><b>Friday 8/13</b></h3> <b>The University of Michigan</b> releases its Consumer Sentiment index for August. Expectations are for an 81.1 reading, roughly even with the July figure.</p><p><blockquote><h3><b>星期五8/13</b></h3><b>密歇根大学</b>发布8月份消费者信心指数。预期为81.1,与7月份的数据大致持平。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton\">Barron's</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","COIN":"Coinbase Global, Inc.","ABNB":"爱彼迎","AMC":"AMC院线",".SPX":"S&P 500 Index","BR":"Broadridge金融解决方案","TDG":"TransDigm",".IXIC":"NASDAQ Composite","EBAY":"eBay","BAM":"布鲁克菲尔德资产管理","DIS":"迪士尼","PRGO":"百利高"},"source_url":"https://www.barrons.com/articles/disney-amc-coinbase-airbnb-biontech-and-other-stocks-for-investors-to-watch-this-week-51628449233?mod=hp_LEAD_4?mod=article_signInButton","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162909436","content_text":"The bulk of second-quarter earnings season is in the rearview mirror, but several notable reports remain. AMC Entertainment Holdings, BioNTech, and Dish Network will be Monday’s highlights. Coinbase Global and Syscogo on Tuesday. On Wednesday, eBay will report, followed by Walt Disney, Airbnb, DoorDash, and Broadridge Financial Solutionson Thursday.\nThe week’s economic calendar will include a pair of updates each on consumer and business inflation and sentiment. On Wednesday, the Bureau of Labor Statistics will report the consumer price index for July, followed by the producer price index on Thursday. Those are expected to have increased by 5.3% and 7.3%, respectively, year over year.\nOn Tuesday, the National Federation of Independent Business will release its Small Business Optimism Index for July. And on Friday, the University of Michigan reports its Consumer Sentiment index for August. Both are forecast to hold roughly even with the prior months’ figures.\nMonday 8/9\nAir Products and Chemicals, AMC Entertainment, Barrick Gold, BioNTech SE, DISH Network, and Tyson report quarterly results.\nThe Bureau of Labor Statistics reports the Job Openings and Labor Turnover Survey for June. Economists forecast 9.1 million openings on the last business day of June, slightly less than the May figure. Job openings stand at record levels as employers struggle to fill vacant positions.\nTuesday 8/10\nThe National Federation of Independent Business reports its Small Business Optimism Index for July. Consensus estimate is for a 102.8 reading, roughly even with the June data, which was the highest since October.\nCoinbase Global, Inc., Sysco, and TransDigm announce earnings.\nThe BLS reports unit labor costs and nonfarm productivity for the second quarter. Expectations are for a rise of 0.9% in labor costs and 3.4% for productivity. This compares with increases of 1.7% and 5.4%, respectively, in the first quarter.\nWednesday 8/11\neBay and Perrigo Co PLC release quarterly results.\nThe BLS reports the consumer price index for July. Economists forecast a 5.3% increase year over year, after a gain of 5.4% in June. The core CPI, which excludes volatile food and energy prices, is expected to rise 4.3%, compared with 4.5% previously. Inflation, and whether it is transitory, has generated much discussion on Wall Street this year, with the June CPI showing the fastest pace of growth since July 2008 and core CPI rising at the swiftest clip in nearly 30 years.\nThe Treasury Department releases the monthly budget statement for July. The estimated deficit is $267 billion for the month, and $3 trillion for fiscal 2021, which ends in September. The $3 trillion would be just shy of fiscal 2020’s $3.1 trillion deficit, a record.\nThursday 8/12\nAirbnb, Inc., Broadridge Financial Solutions, Brookfield Asset Management, DoorDash, Inc., and Walt Disney hold conference calls to discuss earnings.\nIdexx Laboratorieshosts its 2021 virtual investor day.\nThe BLS reports the producer price index for July. Consensus estimate is for a 0.4% month-over-month rise. The core PPI, which excludes volatile food and energy prices, is projected to increase 0.5%. The PPI and core PPI, both jumped 1% in June.\nThe Department of Labor reports initial jobless claims for the weekend ending on Aug. 7. In July, claims averaged 392,000 a week, slightly less than the June data. Jobless claims have trended down since peaking in the spring of 2020 but remain elevated compared with prepandemic levels.\nFriday 8/13\nThe University of Michigan releases its Consumer Sentiment index for August. 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