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cuscous
2021-12-29
Sad for my wallet
85% Of Active U.S. Stock Funds Underperformed The Market This Year<blockquote>85%主动美股基金今年跑输大盘</blockquote>
cuscous
2021-12-29
Will it blend
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cuscous
2021-12-28
How come?
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cuscous
2021-12-27
Should I invest into Charge point or Palantir?
cuscous
2021-12-27
哈哈希望有钱让我买
@小虎AV: 【英伟达被瑞银评为2022年最佳股票选择】如果你不知道2022年要买什么股票,瑞银告诉你,最佳选择是英伟达!
$英伟达(NVDA)$
cuscous
2021-12-27
Aiyoooo
@唯物主义:2021年投资大复盘-赚时代的钱 美港A通吃 结果几何
cuscous
2021-12-27
Will u buu?
GameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble.<blockquote>游戏驿站“正处于转型的早期阶段”。其股价可能会暴跌。</blockquote>
cuscous
2021-12-16
Boilhohohohohohohohohoh
cuscous
2021-12-16
Wowww
U.S. stock market opens higher Thursday after Wednesday's Fed-day rally,Nasdaq Composite climbs 0.4%<blockquote>继周三美联储日上涨后,美国股市周四高开,纳斯达克综合指数上涨0.4%</blockquote>
cuscous
2021-12-13
Hope it goes well
U.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>美联储会议前美国股市开盘走软,开启12月第二整周</blockquote>
cuscous
2021-12-08
Okiedokie
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cuscous
2021-12-08
More the merrier
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cuscous
2021-12-03
Buy
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cuscous
2021-12-02
Money fly away
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cuscous
2021-12-02
Okie
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cuscous
2021-12-01
Tiger
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cuscous
2021-11-30
Money
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cuscous
2021-11-28
Yay
Google, Dell Lead Five Diverse Stocks Near Buy Points<blockquote>谷歌、戴尔引领五只多元化股票接近买入点</blockquote>
cuscous
2021-11-26
Ded
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cuscous
2021-11-24
Oh no
Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir股票:童话般的估值</blockquote>
去老虎APP查看更多动态
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for my wallet","listText":"Sad for my wallet","text":"Sad for my wallet","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696457289","repostId":"1115318592","repostType":4,"repost":{"id":"1115318592","kind":"news","pubTimestamp":1640748276,"share":"https://www.laohu8.com/m/news/1115318592?lang=zh_CN&edition=full","pubTime":"2021-12-29 11:24","market":"us","language":"en","title":"85% Of Active U.S. Stock Funds Underperformed The Market This Year<blockquote>85%主动美股基金今年跑输大盘</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115318592","media":"TheStreet","summary":"Close to 85% of active U.S.equity funds including cheap stocks, small-caps and energy companies were","content":"<p>Close to 85% of active U.S.equity funds including cheap stocks, small-caps and energy companies were trailing the S&P 500 this year as of Nov. 30, according to investment analysis platform MorningstarDirect, theWall Street Journal reported.</p><p><blockquote>据《华尔街日报》报道,根据投资分析平台MorningstarDirect的数据,截至11月30日,今年近85%的主动型美国股票基金(包括廉价股票、小盘股和能源公司)落后于标普500。</blockquote></p><p> The S&P 500 has risen 23.4% from Nov. 30 and 29.3% year-to-date, according to data from Yahoo Finance. The S&P 500 tracks the performance of 500 large companies listed on stock exchanges in the United States.</p><p><blockquote>雅虎财经的数据显示,标普500较11月30日上涨23.4%,今年迄今上涨29.3%。标普500跟踪500家在美国证券交易所上市的大型公司的业绩。</blockquote></p><p> \"In the same period a year ago, 64% of such funds were running behind the S&P 500, according to Morningstar,\" the Journal reports. That share has risen to 85% a year later.</p><p><blockquote>《华尔街日报》报道称:“根据晨星公司的数据,去年同期,64%的此类基金落后于标普500。”一年后,这一比例上升至85%。</blockquote></p><p> Stock categories that focus on small- and mid-cap companies had raced past the S&P 500 in fall last year, but the jump was short lived, the Journal reports, citing the S&P Dow Jones Indices.</p><p><blockquote>《华尔街日报》援引标准普尔道琼斯指数报道称,去年秋季,专注于中小型公司的股票类别曾冲过标普500,但这种上涨是短暂的。</blockquote></p><p> Though small cap funds have had a strong year relative to their benchmarks, large-cap stocks have outpaced those gains sharply, the Journal report adds, referring to remarks from Morningstar Strategist Robby Greengold.</p><p><blockquote>《华尔街日报》的报告援引晨星策略师罗比·格林戈尔德(Robby Greengold)的言论补充道,尽管小盘股基金今年相对于基准表现强劲,但大盘股的涨幅却大幅超过了这些涨幅。</blockquote></p><p> Money managers had hoped that the U.S. economic recovery from the pandemic, coupled with the meme-stock craze that started in January, would make 2021 an outlier.</p><p><blockquote>基金经理曾希望,美国经济从疫情中复苏,加上1月份开始的模因股票热潮,将使2021年成为一个异常值。</blockquote></p><p> The price of GameStop (<b>GME</b>) shares has risen eight times year-to-date to $147.79 from $17.25 on Jan. 4. Shares of AMC Entertainment (<b>AMC</b>) have risen from $2.01 on Jan 4. to $28.10 at the end of Tuesday's trading.</p><p><blockquote>游戏驿站的价格(<b>GME</b>)股价今年迄今已上涨八倍,从1月4日的17.25美元升至147.79美元。AMC院线股份(<b>AMC</b>)已从1月4日的2.01美元上涨。周二交易结束时为28.10美元。</blockquote></p><p> Meanwhile Bed Bath & Beyond (<b>BBBY</b>) shares fell 16% this year to $15.12 at Tuesday's close.</p><p><blockquote>与此同时,Bed Bath&Beyond(<b>BBBY</b>)股价今年下跌16%,至周二收盘时的15.12美元。</blockquote></p><p> \"This year's top-performing actively managed U.S. equity fund was the Bridgeway Small-Cap Value fund which posted a 61.5% return, according to Morningstar data through Dec. 15,\" Reuters reported separately.</p><p><blockquote>路透社单独报道称:“今年表现最好的主动管理型美国股票基金是Bridgeway Small-Cap Value基金,根据晨星截至12月15日的数据,该基金的回报率为61.5%。”</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 Active U.S. Stock Funds Underperformed The Market This Year<blockquote>85%主动美股基金今年跑输大盘</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 Active U.S. Stock Funds Underperformed The Market This Year<blockquote>85%主动美股基金今年跑输大盘</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-29 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Close to 85% of active U.S.equity funds including cheap stocks, small-caps and energy companies were trailing the S&P 500 this year as of Nov. 30, according to investment analysis platform MorningstarDirect, theWall Street Journal reported.</p><p><blockquote>据《华尔街日报》报道,根据投资分析平台MorningstarDirect的数据,截至11月30日,今年近85%的主动型美国股票基金(包括廉价股票、小盘股和能源公司)落后于标普500。</blockquote></p><p> The S&P 500 has risen 23.4% from Nov. 30 and 29.3% year-to-date, according to data from Yahoo Finance. The S&P 500 tracks the performance of 500 large companies listed on stock exchanges in the United States.</p><p><blockquote>雅虎财经的数据显示,标普500较11月30日上涨23.4%,今年迄今上涨29.3%。标普500跟踪500家在美国证券交易所上市的大型公司的业绩。</blockquote></p><p> \"In the same period a year ago, 64% of such funds were running behind the S&P 500, according to Morningstar,\" the Journal reports. That share has risen to 85% a year later.</p><p><blockquote>《华尔街日报》报道称:“根据晨星公司的数据,去年同期,64%的此类基金落后于标普500。”一年后,这一比例上升至85%。</blockquote></p><p> Stock categories that focus on small- and mid-cap companies had raced past the S&P 500 in fall last year, but the jump was short lived, the Journal reports, citing the S&P Dow Jones Indices.</p><p><blockquote>《华尔街日报》援引标准普尔道琼斯指数报道称,去年秋季,专注于中小型公司的股票类别曾冲过标普500,但这种上涨是短暂的。</blockquote></p><p> Though small cap funds have had a strong year relative to their benchmarks, large-cap stocks have outpaced those gains sharply, the Journal report adds, referring to remarks from Morningstar Strategist Robby Greengold.</p><p><blockquote>《华尔街日报》的报告援引晨星策略师罗比·格林戈尔德(Robby Greengold)的言论补充道,尽管小盘股基金今年相对于基准表现强劲,但大盘股的涨幅却大幅超过了这些涨幅。</blockquote></p><p> Money managers had hoped that the U.S. economic recovery from the pandemic, coupled with the meme-stock craze that started in January, would make 2021 an outlier.</p><p><blockquote>基金经理曾希望,美国经济从疫情中复苏,加上1月份开始的模因股票热潮,将使2021年成为一个异常值。</blockquote></p><p> The price of GameStop (<b>GME</b>) shares has risen eight times year-to-date to $147.79 from $17.25 on Jan. 4. Shares of AMC Entertainment (<b>AMC</b>) have risen from $2.01 on Jan 4. to $28.10 at the end of Tuesday's trading.</p><p><blockquote>游戏驿站的价格(<b>GME</b>)股价今年迄今已上涨八倍,从1月4日的17.25美元升至147.79美元。AMC院线股份(<b>AMC</b>)已从1月4日的2.01美元上涨。周二交易结束时为28.10美元。</blockquote></p><p> Meanwhile Bed Bath & Beyond (<b>BBBY</b>) shares fell 16% this year to $15.12 at Tuesday's close.</p><p><blockquote>与此同时,Bed Bath&Beyond(<b>BBBY</b>)股价今年下跌16%,至周二收盘时的15.12美元。</blockquote></p><p> \"This year's top-performing actively managed U.S. equity fund was the Bridgeway Small-Cap Value fund which posted a 61.5% return, according to Morningstar data through Dec. 15,\" Reuters reported separately.</p><p><blockquote>路透社单独报道称:“今年表现最好的主动管理型美国股票基金是Bridgeway Small-Cap Value基金,根据晨星截至12月15日的数据,该基金的回报率为61.5%。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.thestreet.com/investing/85-of-active-us-stock-funds-underperformed-the-market-this-year\">TheStreet</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":{"BBBY":"Bed Bath & Beyond, Inc.","AMC":"AMC院线","GME":"游戏驿站"},"source_url":"https://www.thestreet.com/investing/85-of-active-us-stock-funds-underperformed-the-market-this-year","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115318592","content_text":"Close to 85% of active U.S.equity funds including cheap stocks, small-caps and energy companies were trailing the S&P 500 this year as of Nov. 30, according to investment analysis platform MorningstarDirect, theWall Street Journal reported.\nThe S&P 500 has risen 23.4% from Nov. 30 and 29.3% year-to-date, according to data from Yahoo Finance. The S&P 500 tracks the performance of 500 large companies listed on stock exchanges in the United States.\n\"In the same period a year ago, 64% of such funds were running behind the S&P 500, according to Morningstar,\" the Journal reports. That share has risen to 85% a year later.\nStock categories that focus on small- and mid-cap companies had raced past the S&P 500 in fall last year, but the jump was short lived, the Journal reports, citing the S&P Dow Jones Indices.\nThough small cap funds have had a strong year relative to their benchmarks, large-cap stocks have outpaced those gains sharply, the Journal report adds, referring to remarks from Morningstar Strategist Robby Greengold.\nMoney managers had hoped that the U.S. economic recovery from the pandemic, coupled with the meme-stock craze that started in January, would make 2021 an outlier.\nThe price of GameStop (GME) shares has risen eight times year-to-date to $147.79 from $17.25 on Jan. 4. Shares of AMC Entertainment (AMC) have risen from $2.01 on Jan 4. to $28.10 at the end of Tuesday's trading.\nMeanwhile Bed Bath & Beyond (BBBY) shares fell 16% this year to $15.12 at Tuesday's close.\n\"This year's top-performing actively managed U.S. equity fund was the Bridgeway Small-Cap Value fund which posted a 61.5% return, according to Morningstar data through Dec. 15,\" Reuters reported separately.","news_type":1,"symbols_score_info":{"GME":0.9,"AMC":0.9,"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":4117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696457886,"gmtCreate":1640754546346,"gmtModify":1640754546621,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Will it 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\n \n 【英伟达被瑞银评为2022年最佳股票选择】如果你不知道2022年要买什么股票,瑞银告诉你,最佳选择是英伟达! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>\n \n","listText":"【英伟达被瑞银评为2022年最佳股票选择】如果你不知道2022年要买什么股票,瑞银告诉你,最佳选择是英伟达! <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>","text":"【英伟达被瑞银评为2022年最佳股票选择】如果你不知道2022年要买什么股票,瑞银告诉你,最佳选择是英伟达! 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最重大的决定是2月份大局清仓暴涨股,当时也要求我的客户清仓 一开始他们磨磨蹭蹭看到每天还有很多暴涨,我想尘归尘土归土后来他们会看清一些事。港股都说港股今年熊冠全球 但翻开账户还是比较欣慰浙江世宝 120%中手游 70%国美零售 140%中芯国际 120%国联证券 70%汇付天下 80%小米集团 60%<a target=\"_blank\" href=\"https://laohu8.com/S/01057\">$浙江世宝(01057)$</a>浮赢120%没听过对吧 没听过就对了 这就是我的风格 不需要管他是做什么的 干就行了。结构说行就行。目前仍然是接近年内高点 当然这不是我的最终目标 所以会继续持有其他中手游 成本2.6 第一目标70%做完T刚看了下可能又到加仓机会了 量化无敌国美零售 做完140%完整目标跑了中芯国际 也是一波大涨 在起爆前低位入场 完成120%目标就离场了框架:08年底部1港元第一目标19港元(2020年触及并回踩给出上车机会)则总目标37港元边边角角就不要了未来调整好还会继续入场量化在逃顶上作用还是相当大国联证券也是突破平台起爆前低位潜伏 做完70%目标走了目前是新的起点汇付天下现在居然退市了!可账上还有80%浮赢!小米集团唯一不是底部买的 主要是当时小米荣登全球出货量前三 知道的时候已经没有底部了打开框架马上知道底部第一轮周期目标24已经完成了 等回踩22的时候赶紧埋进去 因为结构告诉我主力一定要拉高出货 量划算一下目标大概35附近 赚了个60%","text":"应虎妞要求 我也来蹭蹭热度 做个年终盘点 作为一个佛系的投资者,我不碰期权,只对正股那个三位数感兴趣,疯狂追求从头到尾的自豪感。数字游戏(指量化)从头玩到尾,被很多人质疑过,好奇过,学习过,是玄学还是科学,面对现实看看结果吧。美股今年美股稀里糊涂 继续吃着去年长持股的老本 上次访谈公布过美股持仓 平均2-5倍 最重大的决定是2月份大局清仓暴涨股,当时也要求我的客户清仓 一开始他们磨磨蹭蹭看到每天还有很多暴涨,我想尘归尘土归土后来他们会看清一些事。港股都说港股今年熊冠全球 但翻开账户还是比较欣慰浙江世宝 120%中手游 70%国美零售 140%中芯国际 120%国联证券 70%汇付天下 80%小米集团 60%$浙江世宝(01057)$浮赢120%没听过对吧 没听过就对了 这就是我的风格 不需要管他是做什么的 干就行了。结构说行就行。目前仍然是接近年内高点 当然这不是我的最终目标 所以会继续持有其他中手游 成本2.6 第一目标70%做完T刚看了下可能又到加仓机会了 量化无敌国美零售 做完140%完整目标跑了中芯国际 也是一波大涨 在起爆前低位入场 完成120%目标就离场了框架:08年底部1港元第一目标19港元(2020年触及并回踩给出上车机会)则总目标37港元边边角角就不要了未来调整好还会继续入场量化在逃顶上作用还是相当大国联证券也是突破平台起爆前低位潜伏 做完70%目标走了目前是新的起点汇付天下现在居然退市了!可账上还有80%浮赢!小米集团唯一不是底部买的 主要是当时小米荣登全球出货量前三 知道的时候已经没有底部了打开框架马上知道底部第一轮周期目标24已经完成了 等回踩22的时候赶紧埋进去 因为结构告诉我主力一定要拉高出货 量划算一下目标大概35附近 赚了个60%","images":[{"img":"https://static.tigerbbs.com/a352168efafe61cd6cada0217f76675a","width":"688","height":"513"},{"img":"https://static.tigerbbs.com/c8cad58840c2c7834a80cb19713d19d3","width":"688","height":"513"},{"img":"https://static.tigerbbs.com/d766dd17aaf9372a2394417a2eb8ca03","width":"688","height":"513"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698623193","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696339994,"gmtCreate":1640615897526,"gmtModify":1640615899442,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Will u buu?","listText":"Will u buu?","text":"Will u buu?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696339994","repostId":"1159836216","repostType":4,"repost":{"id":"1159836216","kind":"news","pubTimestamp":1640615243,"share":"https://www.laohu8.com/m/news/1159836216?lang=zh_CN&edition=full","pubTime":"2021-12-27 22:27","market":"us","language":"en","title":"GameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble.<blockquote>游戏驿站“正处于转型的早期阶段”。其股价可能会暴跌。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159836216","media":"Barrons","summary":"As this year comes to an end, arguments about whether to buy or sell highflying meme stock GameStop ","content":"<p>As this year comes to an end, arguments about whether to buy or sell highflying meme stock GameStop haven’t changed. It’s still a question of belief in what the videogame retailer could become versus what it currently is. But trying to quantify the former results in a stock that is worth a fraction of what it is now, according to one analyst.</p><p><blockquote>随着今年接近尾声,关于是否买入或卖出飙升的模因股票游戏驿站的争论并没有改变。这仍然是一个对视频游戏零售商可能成为什么样的信念问题,而不是现在的样子。但一位分析师表示,试图量化一只价值只是现在一小部分的股票的结果。</blockquote></p><p> GameStop (ticker: GME), the original meme stock, has been one of the best performers this year. Its shares have gained 707% to $152.14 in 2021, easily outpacing the S&P 500’s 26% rise and the Dow Jones Industrial Average’s 17% gain.</p><p><blockquote>最初的meme股票游戏驿站(股票代码:GME)是今年表现最好的股票之一。2021年,其股价上涨707%,至152.14美元,轻松超过标准普尔500指数26%的涨幅和道琼斯工业平均指数17%的涨幅。</blockquote></p><p> But the rise hasn’t been driven by how its business is doing. Instead, it became a favorite on social-media platform Reddit, to the point that it “no longer trades on traditional fundamental valuations or metrics, but on retail investors’ sentiment, hope, momentum, and the powers of crowds,” writes Ascendiant analyst Edward Woo.</p><p><blockquote>但这一增长并不是由其业务表现推动的。相反,它成为社交媒体平台Reddit上的最爱,以至于它“不再根据传统的基本面估值或指标进行交易,而是根据散户投资者的情绪、希望、势头和人群的力量进行交易”,Ascendiant分析师爱德华·吴。</blockquote></p><p> That adds to the risks for anyone who might think about shorting the company—remember, shares were trading over $300 as recently as June—but the fundamentals clearly point to weaker returns going ahead, Woo writes. Losses are still large, while sales of software declined 2% year over year during the most recent quarter as purchases continued to transition away from physical disks to downloads. The company hasn’t provided guidance.</p><p><blockquote>Woo写道,这增加了任何可能考虑做空该公司的人的风险——请记住,该公司的股价最近在6月份还超过300美元——但基本面显然表明未来的回报将会疲软。损失仍然很大,而由于购买继续从物理磁盘转向下载,最近一个季度软件销售额同比下降2%。该公司尚未提供指导。</blockquote></p><p> GameStop does, however, have a couple of things going for it. The first is its chairman, Ryan Cohen, who had success with Chewy (CHWY) and has brought in new management to help point the retailer in a new direction. It also has a lot of cash, about $1.4 billion, according to Woo, after selling a bunch of stock. That makes GameStop more like a venture capital investment, one that could branch out into non-fungible tokens, cryptocurrencies, or other businesses. But it’s also a very risky investment. As a result, Woo lowered his target on the stock to $23 from $24 on Monday, down 85% from this past Thursday’s close. The analyst has a Sell rating on the shares.</p><p><blockquote>然而,游戏驿站确实有一些优势。第一个是其董事长瑞安·科恩(Ryan Cohen),他在Chewy(CHWY)取得了成功,并引入了新的管理层来帮助这家零售商指明新的方向。Woo表示,在出售大量股票后,该公司还拥有大量现金,约为14亿美元。这使得游戏驿站更像是一项风险投资,可以扩展到不可替代的代币、加密货币或其他业务。但这也是一项风险很大的投资。因此,Woo将该股目标从周一的24美元下调至23美元,较上周四收盘价下跌85%。分析师对该股给予卖出评级。</blockquote></p><p> “We acknowledge Mr. Cohen’s success and talents and the large cash GameStop now has greatly [increased] the odds that it can pivot to be a successful e-commerce company,” Woo writes. “However, we are still very early in its transformation and investors are likely facing a very high risk/rewards scenario.”</p><p><blockquote>吴写道:“我们承认科恩先生的成功和才华,以及游戏驿站现在拥有的大量现金极大地增加了其成为一家成功电子商务公司的可能性。”“然而,我们仍处于转型的早期阶段,投资者可能面临非常高的风险/回报情况。”</blockquote></p><p> Not like that has ever stopped anyone.</p><p><blockquote>这从来没有阻止过任何人。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble.<blockquote>游戏驿站“正处于转型的早期阶段”。其股价可能会暴跌。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble.<blockquote>游戏驿站“正处于转型的早期阶段”。其股价可能会暴跌。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-27 22:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As this year comes to an end, arguments about whether to buy or sell highflying meme stock GameStop haven’t changed. It’s still a question of belief in what the videogame retailer could become versus what it currently is. But trying to quantify the former results in a stock that is worth a fraction of what it is now, according to one analyst.</p><p><blockquote>随着今年接近尾声,关于是否买入或卖出飙升的模因股票游戏驿站的争论并没有改变。这仍然是一个对视频游戏零售商可能成为什么样的信念问题,而不是现在的样子。但一位分析师表示,试图量化一只价值只是现在一小部分的股票的结果。</blockquote></p><p> GameStop (ticker: GME), the original meme stock, has been one of the best performers this year. Its shares have gained 707% to $152.14 in 2021, easily outpacing the S&P 500’s 26% rise and the Dow Jones Industrial Average’s 17% gain.</p><p><blockquote>最初的meme股票游戏驿站(股票代码:GME)是今年表现最好的股票之一。2021年,其股价上涨707%,至152.14美元,轻松超过标准普尔500指数26%的涨幅和道琼斯工业平均指数17%的涨幅。</blockquote></p><p> But the rise hasn’t been driven by how its business is doing. Instead, it became a favorite on social-media platform Reddit, to the point that it “no longer trades on traditional fundamental valuations or metrics, but on retail investors’ sentiment, hope, momentum, and the powers of crowds,” writes Ascendiant analyst Edward Woo.</p><p><blockquote>但这一增长并不是由其业务表现推动的。相反,它成为社交媒体平台Reddit上的最爱,以至于它“不再根据传统的基本面估值或指标进行交易,而是根据散户投资者的情绪、希望、势头和人群的力量进行交易”,Ascendiant分析师爱德华·吴。</blockquote></p><p> That adds to the risks for anyone who might think about shorting the company—remember, shares were trading over $300 as recently as June—but the fundamentals clearly point to weaker returns going ahead, Woo writes. Losses are still large, while sales of software declined 2% year over year during the most recent quarter as purchases continued to transition away from physical disks to downloads. The company hasn’t provided guidance.</p><p><blockquote>Woo写道,这增加了任何可能考虑做空该公司的人的风险——请记住,该公司的股价最近在6月份还超过300美元——但基本面显然表明未来的回报将会疲软。损失仍然很大,而由于购买继续从物理磁盘转向下载,最近一个季度软件销售额同比下降2%。该公司尚未提供指导。</blockquote></p><p> GameStop does, however, have a couple of things going for it. The first is its chairman, Ryan Cohen, who had success with Chewy (CHWY) and has brought in new management to help point the retailer in a new direction. It also has a lot of cash, about $1.4 billion, according to Woo, after selling a bunch of stock. That makes GameStop more like a venture capital investment, one that could branch out into non-fungible tokens, cryptocurrencies, or other businesses. But it’s also a very risky investment. As a result, Woo lowered his target on the stock to $23 from $24 on Monday, down 85% from this past Thursday’s close. The analyst has a Sell rating on the shares.</p><p><blockquote>然而,游戏驿站确实有一些优势。第一个是其董事长瑞安·科恩(Ryan Cohen),他在Chewy(CHWY)取得了成功,并引入了新的管理层来帮助这家零售商指明新的方向。Woo表示,在出售大量股票后,该公司还拥有大量现金,约为14亿美元。这使得游戏驿站更像是一项风险投资,可以扩展到不可替代的代币、加密货币或其他业务。但这也是一项风险很大的投资。因此,Woo将该股目标从周一的24美元下调至23美元,较上周四收盘价下跌85%。分析师对该股给予卖出评级。</blockquote></p><p> “We acknowledge Mr. Cohen’s success and talents and the large cash GameStop now has greatly [increased] the odds that it can pivot to be a successful e-commerce company,” Woo writes. “However, we are still very early in its transformation and investors are likely facing a very high risk/rewards scenario.”</p><p><blockquote>吴写道:“我们承认科恩先生的成功和才华,以及游戏驿站现在拥有的大量现金极大地增加了其成为一家成功电子商务公司的可能性。”“然而,我们仍处于转型的早期阶段,投资者可能面临非常高的风险/回报情况。”</blockquote></p><p> Not like that has ever stopped anyone.</p><p><blockquote>这从来没有阻止过任何人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-new-stock-price-target-analyst-51640613653?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-new-stock-price-target-analyst-51640613653?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159836216","content_text":"As this year comes to an end, arguments about whether to buy or sell highflying meme stock GameStop haven’t changed. It’s still a question of belief in what the videogame retailer could become versus what it currently is. But trying to quantify the former results in a stock that is worth a fraction of what it is now, according to one analyst.\nGameStop (ticker: GME), the original meme stock, has been one of the best performers this year. Its shares have gained 707% to $152.14 in 2021, easily outpacing the S&P 500’s 26% rise and the Dow Jones Industrial Average’s 17% gain.\nBut the rise hasn’t been driven by how its business is doing. Instead, it became a favorite on social-media platform Reddit, to the point that it “no longer trades on traditional fundamental valuations or metrics, but on retail investors’ sentiment, hope, momentum, and the powers of crowds,” writes Ascendiant analyst Edward Woo.\nThat adds to the risks for anyone who might think about shorting the company—remember, shares were trading over $300 as recently as June—but the fundamentals clearly point to weaker returns going ahead, Woo writes. Losses are still large, while sales of software declined 2% year over year during the most recent quarter as purchases continued to transition away from physical disks to downloads. The company hasn’t provided guidance.\nGameStop does, however, have a couple of things going for it. The first is its chairman, Ryan Cohen, who had success with Chewy (CHWY) and has brought in new management to help point the retailer in a new direction. It also has a lot of cash, about $1.4 billion, according to Woo, after selling a bunch of stock. That makes GameStop more like a venture capital investment, one that could branch out into non-fungible tokens, cryptocurrencies, or other businesses. But it’s also a very risky investment. As a result, Woo lowered his target on the stock to $23 from $24 on Monday, down 85% from this past Thursday’s close. The analyst has a Sell rating on the shares.\n“We acknowledge Mr. Cohen’s success and talents and the large cash GameStop now has greatly [increased] the odds that it can pivot to be a successful e-commerce company,” Woo writes. “However, we are still very early in its transformation and investors are likely facing a very high risk/rewards scenario.”\nNot like that has ever stopped anyone.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690659611,"gmtCreate":1639665671228,"gmtModify":1639665671561,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Boilhohohohohohohohohoh","listText":"Boilhohohohohohohohohoh","text":"Boilhohohohohohohohohoh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690659611","isVote":1,"tweetType":1,"viewCount":2810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690626319,"gmtCreate":1639665369440,"gmtModify":1639665369743,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Wowww","listText":"Wowww","text":"Wowww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/690626319","repostId":"1103611253","repostType":4,"repost":{"id":"1103611253","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639665157,"share":"https://www.laohu8.com/m/news/1103611253?lang=zh_CN&edition=full","pubTime":"2021-12-16 22:32","market":"us","language":"en","title":"U.S. stock market opens higher Thursday after Wednesday's Fed-day rally,Nasdaq Composite climbs 0.4%<blockquote>继周三美联储日上涨后,美国股市周四高开,纳斯达克综合指数上涨0.4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103611253","media":"Tiger Newspress","summary":"U.S. stock market opens higher Thursday after Wednesday's Fed-day rally,Nasdaq Composite climbs 0.4%","content":"<p>U.S. stock market opens higher Thursday after Wednesday's Fed-day rally,Nasdaq Composite climbs 0.4%,Dow climbs 0.5%; S&P 500 advances 0.4%,S&P 500 trades in record-close territory early Thursday.</p><p><blockquote>继周三美联储日反弹后,美国股市周四高开,纳斯达克综合指数上涨0.4%,道指上涨0.5%;周四早盘,标普500上涨0.4%,标普500股价创历史新高。</blockquote></p><p> Shares of companies that have done well in previous rate-hiking cycles led premarket gainers. Materials stocks FMC Corp. and Freeport-McMoRan both rose more than 3% ahead of the opening bell. Bank stocks also rose across the board, with JPMorgan Chase,Citigroup and Bank of America all up about 0.6%.</p><p><blockquote>在之前的加息周期中表现良好的公司股价领涨盘前。材料股FMC Corp.和Freeport-McMoRan在开盘前均上涨超过3%。银行股也全线上涨,摩根大通、花旗和美国银行均上涨约0.6%。</blockquote></p><p> In transportation news,Delta Air Lines reported that it now expects to see a profit of $200 million in the fourth quarter, after previously projecting a loss. Shares rose 2.2% on the news.</p><p><blockquote>交通新闻方面,达美航空报告称,在此前预计亏损后,目前预计第四季度利润为2亿美元。受此消息影响,股价上涨2.2%。</blockquote></p><p> In other central banking news, the Bank of England announced it is hiking its key policy rate by 15 basis points to 0.25%. Markets were awaiting a separate policy decision from the European Central Bank. There also is more economic news on tap, with weekly jobless claims and housing starts out at 8:30 a.m. ET.</p><p><blockquote>其他央行消息方面,英国央行宣布将关键政策利率上调15个基点至0.25%。市场正在等待欧洲央行的单独政策决定。还有更多经济新闻,每周初请失业金人数和房屋开工时间将于美国东部时间上午8:30公布。</blockquote></p><p> Following the Fed news, traders accelerated their own expectations for interest rate increases. Fed funds futures trading now points to a 63% chance of the first quarter-percentage-point increase coming in May 2022, with chances also rising to about 44% that the central bank could make its first move as soon as March, according to the CME FedWatch Tool.</p><p><blockquote>美联储消息传出后,交易员加速了自己对加息的预期。根据CME FedWatch工具的数据,联邦基金期货交易目前显示,2022年5月首次加息25个百分点的可能性为63%,央行最早在3月份采取第一步行动的可能性也升至约44%。</blockquote></p><p> Stocks traded in negative territory throughout the regular session Wednesday and turned higher ahead of Fed Chairman Jerome Powell’s press conference in the afternoon at the conclusion of the two-day Federal Open Market Committee meeting. The Dow added 383 points, or 1.08%. The S&P 500 rose 1.63% and the tech-heavy Nasdaq Composite jumped 2.15%.</p><p><blockquote>周三,股市在整个常规交易中均处于负值区域,并在美联储主席杰罗姆·鲍威尔下午在为期两天的联邦公开市场委员会会议结束时举行新闻发布会之前转为走高。道琼斯指数上涨383点,涨幅1.08%。标普500上涨1.63%,以科技股为主的纳斯达克综合指数上涨2.15%。</blockquote></p><p> “The fact that the FOMC acknowledged new COVID variants as a threat to the economic recovery that could alter policy going forward, as well as the generally optimistic tone from Powell in the presser, helped spark a relief rally as the Fed meeting was viewed as being not-as-hawkish-as-feared,” Tom Essaye of the Sevens Report said in a note on Thursday.</p><p><blockquote>“事实上,联邦公开市场委员会承认新的新冠病毒变种对经济复苏构成威胁,可能会改变未来的政策,以及鲍威尔在新闻发布会上普遍乐观的语气,帮助引发了缓解性反弹,因为美联储会议被视为不像人们担心的那么鹰派,”Sevens Report的汤姆·埃萨耶(Tom Essaye)在周四的一份报告中表示。</blockquote></p><p> The Fed will begin reducing the pace of its asset purchases in January and buy just $60 billion of bonds each month going forward, compared to $90 billion in the month of December. That decision follows recent inflation data showing a 6.8% surge in November, which is higher than expected and the fastest rate since 1982.</p><p><blockquote>美联储将从1月份开始放慢资产购买步伐,未来每月仅购买600亿美元的债券,而12月份为900亿美元。此前,近期通胀数据显示11月份通胀飙升6.8%,高于预期,也是1982年以来的最快增速。</blockquote></p><p> “The notion that elevated inflation levels would be transitory has finally been thrown out the window by the Fed and the latest policy adjustments are reflective of a committee that doesn’t want to miss the next train leaving the station,” said Charlie Ripley, senior investment strategist for Allianz Investment Management.</p><p><blockquote>查理·里普利(Charlie Ripley)表示:“通胀水平上升将是暂时的观念最终被美联储抛到了九霄云外,最新的政策调整反映出委员会不想错过下一班离开车站的火车。”安联投资管理公司高级投资策略师。</blockquote></p><p> Corporate earnings looked to be a weak spot for the market on Thursday, with shares of Adobe and Lennar falling in premarket trading after underwhelming quarterly reports.</p><p><blockquote>周四,企业盈利似乎是市场的弱点,Adobe和Lennar的股价在季度报告表现不佳后在盘前交易中下跌。</blockquote></p><p> On the economic data front, weekly jobless claims came in slightly higher than expected, while housing starts for November were much stronger than economists projected after declining in the prior month.</p><p><blockquote>经济数据方面,每周申请失业救济人数略高于预期,而11月份新屋开工数在上月下降后远强于经济学家的预期。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stock market opens higher Thursday after Wednesday's Fed-day rally,Nasdaq Composite climbs 0.4%<blockquote>继周三美联储日上涨后,美国股市周四高开,纳斯达克综合指数上涨0.4%</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\">\nU.S. stock market opens higher Thursday after Wednesday's Fed-day rally,Nasdaq Composite climbs 0.4%<blockquote>继周三美联储日上涨后,美国股市周四高开,纳斯达克综合指数上涨0.4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S. stock market opens higher Thursday after Wednesday's Fed-day rally,Nasdaq Composite climbs 0.4%,Dow climbs 0.5%; S&P 500 advances 0.4%,S&P 500 trades in record-close territory early Thursday.</p><p><blockquote>继周三美联储日反弹后,美国股市周四高开,纳斯达克综合指数上涨0.4%,道指上涨0.5%;周四早盘,标普500上涨0.4%,标普500股价创历史新高。</blockquote></p><p> Shares of companies that have done well in previous rate-hiking cycles led premarket gainers. Materials stocks FMC Corp. and Freeport-McMoRan both rose more than 3% ahead of the opening bell. Bank stocks also rose across the board, with JPMorgan Chase,Citigroup and Bank of America all up about 0.6%.</p><p><blockquote>在之前的加息周期中表现良好的公司股价领涨盘前。材料股FMC Corp.和Freeport-McMoRan在开盘前均上涨超过3%。银行股也全线上涨,摩根大通、花旗和美国银行均上涨约0.6%。</blockquote></p><p> In transportation news,Delta Air Lines reported that it now expects to see a profit of $200 million in the fourth quarter, after previously projecting a loss. Shares rose 2.2% on the news.</p><p><blockquote>交通新闻方面,达美航空报告称,在此前预计亏损后,目前预计第四季度利润为2亿美元。受此消息影响,股价上涨2.2%。</blockquote></p><p> In other central banking news, the Bank of England announced it is hiking its key policy rate by 15 basis points to 0.25%. Markets were awaiting a separate policy decision from the European Central Bank. There also is more economic news on tap, with weekly jobless claims and housing starts out at 8:30 a.m. ET.</p><p><blockquote>其他央行消息方面,英国央行宣布将关键政策利率上调15个基点至0.25%。市场正在等待欧洲央行的单独政策决定。还有更多经济新闻,每周初请失业金人数和房屋开工时间将于美国东部时间上午8:30公布。</blockquote></p><p> Following the Fed news, traders accelerated their own expectations for interest rate increases. Fed funds futures trading now points to a 63% chance of the first quarter-percentage-point increase coming in May 2022, with chances also rising to about 44% that the central bank could make its first move as soon as March, according to the CME FedWatch Tool.</p><p><blockquote>美联储消息传出后,交易员加速了自己对加息的预期。根据CME FedWatch工具的数据,联邦基金期货交易目前显示,2022年5月首次加息25个百分点的可能性为63%,央行最早在3月份采取第一步行动的可能性也升至约44%。</blockquote></p><p> Stocks traded in negative territory throughout the regular session Wednesday and turned higher ahead of Fed Chairman Jerome Powell’s press conference in the afternoon at the conclusion of the two-day Federal Open Market Committee meeting. The Dow added 383 points, or 1.08%. The S&P 500 rose 1.63% and the tech-heavy Nasdaq Composite jumped 2.15%.</p><p><blockquote>周三,股市在整个常规交易中均处于负值区域,并在美联储主席杰罗姆·鲍威尔下午在为期两天的联邦公开市场委员会会议结束时举行新闻发布会之前转为走高。道琼斯指数上涨383点,涨幅1.08%。标普500上涨1.63%,以科技股为主的纳斯达克综合指数上涨2.15%。</blockquote></p><p> “The fact that the FOMC acknowledged new COVID variants as a threat to the economic recovery that could alter policy going forward, as well as the generally optimistic tone from Powell in the presser, helped spark a relief rally as the Fed meeting was viewed as being not-as-hawkish-as-feared,” Tom Essaye of the Sevens Report said in a note on Thursday.</p><p><blockquote>“事实上,联邦公开市场委员会承认新的新冠病毒变种对经济复苏构成威胁,可能会改变未来的政策,以及鲍威尔在新闻发布会上普遍乐观的语气,帮助引发了缓解性反弹,因为美联储会议被视为不像人们担心的那么鹰派,”Sevens Report的汤姆·埃萨耶(Tom Essaye)在周四的一份报告中表示。</blockquote></p><p> The Fed will begin reducing the pace of its asset purchases in January and buy just $60 billion of bonds each month going forward, compared to $90 billion in the month of December. That decision follows recent inflation data showing a 6.8% surge in November, which is higher than expected and the fastest rate since 1982.</p><p><blockquote>美联储将从1月份开始放慢资产购买步伐,未来每月仅购买600亿美元的债券,而12月份为900亿美元。此前,近期通胀数据显示11月份通胀飙升6.8%,高于预期,也是1982年以来的最快增速。</blockquote></p><p> “The notion that elevated inflation levels would be transitory has finally been thrown out the window by the Fed and the latest policy adjustments are reflective of a committee that doesn’t want to miss the next train leaving the station,” said Charlie Ripley, senior investment strategist for Allianz Investment Management.</p><p><blockquote>查理·里普利(Charlie Ripley)表示:“通胀水平上升将是暂时的观念最终被美联储抛到了九霄云外,最新的政策调整反映出委员会不想错过下一班离开车站的火车。”安联投资管理公司高级投资策略师。</blockquote></p><p> Corporate earnings looked to be a weak spot for the market on Thursday, with shares of Adobe and Lennar falling in premarket trading after underwhelming quarterly reports.</p><p><blockquote>周四,企业盈利似乎是市场的弱点,Adobe和Lennar的股价在季度报告表现不佳后在盘前交易中下跌。</blockquote></p><p> On the economic data front, weekly jobless claims came in slightly higher than expected, while housing starts for November were much stronger than economists projected after declining in the prior month.</p><p><blockquote>经济数据方面,每周申请失业救济人数略高于预期,而11月份新屋开工数在上月下降后远强于经济学家的预期。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103611253","content_text":"U.S. stock market opens higher Thursday after Wednesday's Fed-day rally,Nasdaq Composite climbs 0.4%,Dow climbs 0.5%; S&P 500 advances 0.4%,S&P 500 trades in record-close territory early Thursday.\nShares of companies that have done well in previous rate-hiking cycles led premarket gainers. Materials stocks FMC Corp. and Freeport-McMoRan both rose more than 3% ahead of the opening bell. Bank stocks also rose across the board, with JPMorgan Chase,Citigroup and Bank of America all up about 0.6%.\nIn transportation news,Delta Air Lines reported that it now expects to see a profit of $200 million in the fourth quarter, after previously projecting a loss. Shares rose 2.2% on the news.\nIn other central banking news, the Bank of England announced it is hiking its key policy rate by 15 basis points to 0.25%. Markets were awaiting a separate policy decision from the European Central Bank. There also is more economic news on tap, with weekly jobless claims and housing starts out at 8:30 a.m. ET.\nFollowing the Fed news, traders accelerated their own expectations for interest rate increases. Fed funds futures trading now points to a 63% chance of the first quarter-percentage-point increase coming in May 2022, with chances also rising to about 44% that the central bank could make its first move as soon as March, according to the CME FedWatch Tool.\nStocks traded in negative territory throughout the regular session Wednesday and turned higher ahead of Fed Chairman Jerome Powell’s press conference in the afternoon at the conclusion of the two-day Federal Open Market Committee meeting. The Dow added 383 points, or 1.08%. The S&P 500 rose 1.63% and the tech-heavy Nasdaq Composite jumped 2.15%.\n“The fact that the FOMC acknowledged new COVID variants as a threat to the economic recovery that could alter policy going forward, as well as the generally optimistic tone from Powell in the presser, helped spark a relief rally as the Fed meeting was viewed as being not-as-hawkish-as-feared,” Tom Essaye of the Sevens Report said in a note on Thursday.\nThe Fed will begin reducing the pace of its asset purchases in January and buy just $60 billion of bonds each month going forward, compared to $90 billion in the month of December. That decision follows recent inflation data showing a 6.8% surge in November, which is higher than expected and the fastest rate since 1982.\n“The notion that elevated inflation levels would be transitory has finally been thrown out the window by the Fed and the latest policy adjustments are reflective of a committee that doesn’t want to miss the next train leaving the station,” said Charlie Ripley, senior investment strategist for Allianz Investment Management.\nCorporate earnings looked to be a weak spot for the market on Thursday, with shares of Adobe and Lennar falling in premarket trading after underwhelming quarterly reports.\nOn the economic data front, weekly jobless claims came in slightly higher than expected, while housing starts for November were much stronger than economists projected after declining in the prior month.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604502475,"gmtCreate":1639408287510,"gmtModify":1639409293751,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Hope it goes well","listText":"Hope it goes well","text":"Hope it goes well","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604502475","repostId":"1189054531","repostType":4,"repost":{"id":"1189054531","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639406050,"share":"https://www.laohu8.com/m/news/1189054531?lang=zh_CN&edition=full","pubTime":"2021-12-13 22:34","market":"us","language":"en","title":"U.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>美联储会议前美国股市开盘走软,开启12月第二整周</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189054531","media":"Tiger Newspress","summary":"The S&P 500 was steady on Monday after the index notched its best week since February and a fresh re","content":"<p>The S&P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.</p><p><blockquote>周一,标普500保持稳定,此前该指数创下2月份以来最好的一周,并创下新的收盘纪录,从对omicron冠状病毒变种的担忧引发的大幅抛售中反弹。</blockquote></p><p> The S&P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.</p><p><blockquote>标普500小幅下跌0.1%,较盘中纪录下跌约0.8%。道琼斯工业平均指数下跌30点,即0.1%。以科技股为主的纳斯达克综合指数下跌0.15%。</blockquote></p><p> Modernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.</p><p><blockquote>Modernashares是周一涨幅最大的股票之一,在白宫顶级传染病专家Anthony Fauci博士称Covid加强注射为“最佳护理”后,一天上涨3%,但表示完全接种疫苗的定义不会改变。</blockquote></p><p> Elsewhere,Apple moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.</p><p><blockquote>在其他方面,苹果在成为市场上第一家价值3万亿美元的公司方面更进一步,在摩根大通上调评级后上涨了约1%。</blockquote></p><p> Monday’s action followed a strong week on Wall Street as investors shrugged off a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.</p><p><blockquote>周一的行动是在华尔街经历了强劲的一周之后进行的,投资者对火爆的通胀数据不屑一顾。蓝筹股道指上周上涨4%,打破四周连跌,创3月以来最佳单周表现。标普500和纳斯达克综合指数上周分别上涨3.8%和3.6%,均创下2月初以来的最佳单周表现。</blockquote></p><p> Investors digested a jump in headline inflation data, which came in at 6.8% in November year-over-year for the biggest surge since 1982. The print was marginally higher than the 6.7% Dow Jones estimate.</p><p><blockquote>投资者消化了整体通胀数据的大幅上涨,11月份通胀数据同比增长6.8%,创1982年以来最大增幅。该数据略高于道琼斯6.7%的预期。</blockquote></p><p> “The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.</p><p><blockquote>贝莱德全球固定收益首席投资官Rick Rieder在一份报告中表示:“事实是,通胀可能会在一段时间内保持偏高,粘性通胀的风险依然存在,尽管我们认为明年第一季度末基数效应的过去和供应链限制的缓解应该会慢慢将通胀降至更舒适的水平。”</blockquote></p><p> The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>关键的通胀数据是在美联储本周举行为期两天的政策会议之前发布的,预计政策制定者将在会上讨论加快结束债券购买计划。</blockquote></p><p> Fed Chair Jerome Powell, as well as a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及一系列美联储发言人最近都表示,美联储可能会比目前的2022年6月时间表更早结束每月1200亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>马克·海菲尔表示:“我们相信,尽管额外的波动仍然是一个风险,但市场可以继续从容应对更高的通胀数据。由于美联储政策保持相对宽松,股市的背景仍然是积极的,我们看好全球增长的赢家。”瑞银全球财富管理首席投资官。</blockquote></p><p> Stocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.</p><p><blockquote>上周股市反弹,因为投资者押注最初对新冠病毒株的担忧被夸大了。许多人还从辉瑞和BioNTech的消息中感到安慰,一项研究发现他们的三剂疫苗提供了针对该变种的高水平保护。</blockquote></p><p> As of Sunday, the U.S. was approaching 800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日,美国。与冠状病毒相关的死亡人数接近80万。这种新变种促使一些政府官员恢复健康限制以减缓传播。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>美联储会议前美国股市开盘走软,开启12月第二整周</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. stocks open softer to kick off second full week of December ahead of Fed meeting<blockquote>美联储会议前美国股市开盘走软,开启12月第二整周</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-13 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The S&P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.</p><p><blockquote>周一,标普500保持稳定,此前该指数创下2月份以来最好的一周,并创下新的收盘纪录,从对omicron冠状病毒变种的担忧引发的大幅抛售中反弹。</blockquote></p><p> The S&P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.</p><p><blockquote>标普500小幅下跌0.1%,较盘中纪录下跌约0.8%。道琼斯工业平均指数下跌30点,即0.1%。以科技股为主的纳斯达克综合指数下跌0.15%。</blockquote></p><p> Modernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.</p><p><blockquote>Modernashares是周一涨幅最大的股票之一,在白宫顶级传染病专家Anthony Fauci博士称Covid加强注射为“最佳护理”后,一天上涨3%,但表示完全接种疫苗的定义不会改变。</blockquote></p><p> Elsewhere,Apple moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.</p><p><blockquote>在其他方面,苹果在成为市场上第一家价值3万亿美元的公司方面更进一步,在摩根大通上调评级后上涨了约1%。</blockquote></p><p> Monday’s action followed a strong week on Wall Street as investors shrugged off a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.</p><p><blockquote>周一的行动是在华尔街经历了强劲的一周之后进行的,投资者对火爆的通胀数据不屑一顾。蓝筹股道指上周上涨4%,打破四周连跌,创3月以来最佳单周表现。标普500和纳斯达克综合指数上周分别上涨3.8%和3.6%,均创下2月初以来的最佳单周表现。</blockquote></p><p> Investors digested a jump in headline inflation data, which came in at 6.8% in November year-over-year for the biggest surge since 1982. The print was marginally higher than the 6.7% Dow Jones estimate.</p><p><blockquote>投资者消化了整体通胀数据的大幅上涨,11月份通胀数据同比增长6.8%,创1982年以来最大增幅。该数据略高于道琼斯6.7%的预期。</blockquote></p><p> “The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.</p><p><blockquote>贝莱德全球固定收益首席投资官Rick Rieder在一份报告中表示:“事实是,通胀可能会在一段时间内保持偏高,粘性通胀的风险依然存在,尽管我们认为明年第一季度末基数效应的过去和供应链限制的缓解应该会慢慢将通胀降至更舒适的水平。”</blockquote></p><p> The key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.</p><p><blockquote>关键的通胀数据是在美联储本周举行为期两天的政策会议之前发布的,预计政策制定者将在会上讨论加快结束债券购买计划。</blockquote></p><p> Fed Chair Jerome Powell, as well as a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.</p><p><blockquote>美联储主席杰罗姆·鲍威尔以及一系列美联储发言人最近都表示,美联储可能会比目前的2022年6月时间表更早结束每月1200亿美元的债券购买计划。</blockquote></p><p> “We believe markets can continue to take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.</p><p><blockquote>马克·海菲尔表示:“我们相信,尽管额外的波动仍然是一个风险,但市场可以继续从容应对更高的通胀数据。由于美联储政策保持相对宽松,股市的背景仍然是积极的,我们看好全球增长的赢家。”瑞银全球财富管理首席投资官。</blockquote></p><p> Stocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.</p><p><blockquote>上周股市反弹,因为投资者押注最初对新冠病毒株的担忧被夸大了。许多人还从辉瑞和BioNTech的消息中感到安慰,一项研究发现他们的三剂疫苗提供了针对该变种的高水平保护。</blockquote></p><p> As of Sunday, the U.S. was approaching 800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the spread.</p><p><blockquote>截至周日,美国。与冠状病毒相关的死亡人数接近80万。这种新变种促使一些政府官员恢复健康限制以减缓传播。</blockquote></p><p></p>\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"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189054531","content_text":"The S&P 500 was steady on Monday after the index notched its best week since February and a fresh record close, rebounding from a big sell-off triggered by fears of the omicron coronavirus variant.\nThe S&P 500 inched down 0.1% and sits about 0.8% from its intra-day record. The Dow Jones Industrial Average traded 30 points lower, or 0.1%. The technology-focused Nasdaq Composite was down 0.15%.\nModernashares were among the strongest gainers Monday, rising 3% a day after the White House’s top infectious disease expert Dr. Anthony Faucicalled Covid booster shots “optimal care,”but said the definition of fully vaccinated would not change.\nElsewhere,Apple moved closer in its quest to become the market’s first $3 trillion company, gaining about 1% following an upgrade from JP Morgan.\nMonday’s action followed a strong week on Wall Street as investors shrugged off a hot inflation reading. The blue-chip Dow gained 4% last week, breaking a four-week losing streak with its best weekly performance since March. The S&P 500 and the Nasdaq Composite jumped 3.8% and 3.6%, respectively, last week, both posting their best weekly performance since early February.\nInvestors digested a jump in headline inflation data, which came in at 6.8% in November year-over-year for the biggest surge since 1982. The print was marginally higher than the 6.7% Dow Jones estimate.\n“The fact is that inflation is likely to remain on the higher side for a while and risks of sticky inflation remain, although we believe that the passing of base effects and the easing of supply chain constraints by the end of the first quarter of next year should slowly bring inflation down to more comfortable levels,” Rick Rieder, BlackRock’s chief investment officer of global fixed income, said in a note.\nThe key inflation reading came ahead of the Federal Reserve’s two-day policy meeting this week where the policymakers are expected to discuss speeding up the end of its bond-buying program.\nFed Chair Jerome Powell, as well as a parade of Fed speakers, all recently suggested the central bank could end the $120 billion monthly bond purchase program sooner than the current timeline of June 2022.\n“We believe markets can continue to take a higher inflation reading in their stride, though additional volatility remains a risk. With Fed policy staying relatively accommodative, the backdrop for equities is still positive, and we favor winners from global growth,” said Mark Haefele, Chief Investment Officer of UBS Global Wealth Management.\nStocks bounced back last week as investors bet that the initial worry about the Covid strain is overblown. Many also took solace in thenews from Pfizer and BioNTechthat a study found three doses of their vaccine provides a high level of protection against the variant.\nAs of Sunday, the U.S. was approaching 800,000 coronavirus-related deaths. The new variant has pushed some government officials to reinstate health restrictions to slow the 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","text":"Money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609981795","repostId":"2187306464","repostType":4,"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600169113,"gmtCreate":1638093648788,"gmtModify":1638093648949,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Yay","listText":"Yay","text":"Yay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600169113","repostId":"2186328547","repostType":4,"repost":{"id":"2186328547","kind":"highlight","pubTimestamp":1638069455,"share":"https://www.laohu8.com/m/news/2186328547?lang=zh_CN&edition=full","pubTime":"2021-11-28 11:17","market":"us","language":"en","title":"Google, Dell Lead Five Diverse Stocks Near Buy Points<blockquote>谷歌、戴尔引领五只多元化股票接近买入点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2186328547","media":"ADELIA CELLINI LINECKER","summary":"Google leads five stocks to watch this week around buy points. It's on IBD Leaderboard, Long-Term Leaders and the IBD 50.","content":"<p>Google parent <b>Alphabet</b>, computer maker <b>Dell Technologies</b>, steelmaker <b>Nucor</b>, Chip-equipment maker <b>Lam Research</b> and rental-home investor <b>Invitation Homes</b> are five stocks to watch this week near buy points.</p><p><blockquote>谷歌母公司<b>Alphabet</b>,计算机制造商<b>戴尔科技</b>,钢铁制造商<b>纽科尔</b>、芯片设备制造商<b>Lam研究</b>和出租屋投资者<b>邀请之家</b>本周有五只股票在买入点附近值得关注。</blockquote></p><p> The recent plunges in many hot software stocks amid renewed sector rotation underscores the importance of having diversified leaders in your portfolio. But with the market selling off sharply Friday, this time led by energy and financial stocks, investors should be cautious about new buys.</p><p><blockquote>最近,在行业轮换的背景下,许多热门软件股暴跌,凸显了投资组合中拥有多元化领导者的重要性。但随着周五市场大幅抛售,这一次是由能源和金融股引领的,投资者应该对新的买入持谨慎态度。</blockquote></p><p> Google, Nucor stock and Invitation Homes have pulled back modestly below buy points. Dell stock has bounced from its 50-day line, and Lam Research is closing in on a buy point.</p><p><blockquote>谷歌、纽柯股票和Invitation Homes已小幅回落至买入点以下。戴尔股价已从50日线反弹,Lam Research正在接近买入点。</blockquote></p><p> Google stock and Nucor are on IBD Leaderboard. GOOGL stock also is on IBD Long-Term Leaders and the IBD 50. Dell is on SwingTrader.</p><p><blockquote>谷歌股票和纽柯公司在IBD排行榜上。GOOGL股票也出现在IBD长期领导者和IBD 50指数中。戴尔在SwingTrader上。</blockquote></p><p> <h2><b>Google Stock</b></h2> Shares fell 4.5% to 2,845.64 in last week's stock market trading. Google stock closed just below its 50-day line and 10-week moving average. Shares have retreated modestly below a flat-base buy point of 2,925.17, according to MarketSmith. An alternate entry would be 3,019.43 from a four-weeks-tight pattern.</p><p><blockquote><h2><b>谷歌股票</b></h2>上周股市交易中,股价下跌4.5%,至2,845.64点。谷歌股价收盘略低于50日线和10周移动平均线。根据MarketSmith的数据,股价已小幅回落至2,925.17点以下。从四周的紧张模式来看,另一个进场点是3,019.43。</blockquote></p><p> Investors could use a rebound off the 50-day/10-week line as a possible entry. That's a good place to buy Long-Term Leaders stocks such as GOOGL.</p><p><blockquote>投资者可以利用50日/10周线的反弹作为可能的入场机会。这是购买GOOGL等长期领先股票的好地方。</blockquote></p><p> Google's relative strength line is going sideways, but is still near all-time highs. Its RS Rating is 88 out of a possible 99, while its EPS Rating is 98.</p><p><blockquote>谷歌的相对强弱线正在横盘整理,但仍接近历史高点。其RS评级为88分(满分99分),而EPS评级为98分。</blockquote></p><p> Google beat Wall Street estimates for the third quarter. It had EPS of $27.99 vs. views for $23.48. Sales came in at $65.12 billion vs. estimates of $63.34 billion.</p><p><blockquote>谷歌第三季度业绩超出华尔街预期。它的每股收益为27.99美元,而浏览量为23.48美元。销售额为651.2亿美元,而预期为633.4亿美元。</blockquote></p><p> In a call with investors on Oct. 26, CEO Ruth Porat said Apple's privacy settings changes, which now ask iPhone users for explicit permission to track them, had a modest impact on YouTube revenue.</p><p><blockquote>在10月26日与投资者举行的看涨期权上,首席执行官露丝·波拉特(Ruth Porat)表示,苹果的隐私设置变化(现在要求iPhone用户获得明确许可才能跟踪他们)对YouTube收入的影响不大。</blockquote></p><p> Google's ad revenue climbed 43% to $53.13 billion. That's up from $37.1 billion in the year-ago period and slightly higher than the prior quarter. YouTube ads rose to $7.21 billion, up from $5.04 billion last year.</p><p><blockquote>谷歌的广告收入增长43%,达到531.3亿美元。这高于去年同期的371亿美元,略高于上一季度。YouTube广告收入从去年的50.4亿美元增至72.1亿美元。</blockquote></p><p> <h2><b>Dell Stock</b></h2> Dell stock rose 2.1% to 56.18 last week. Shares now have a flat base with a 58.53 buy point. Dell stock bounced from its 50-day line on Thursday, flashing an early buy signal on strong earnings. But shares pulled back modestly Friday. Investors might now want to wait for Dell to get above Thursday's high of 58, or simply wait for a breakout.</p><p><blockquote><h2><b>戴尔股票</b></h2>戴尔股价上周上涨2.1%至56.18点。目前股价基本持平,买入点为58.53。戴尔股价周四从50日线反弹,因强劲的盈利而发出早期买入信号。但周五股价小幅回落。投资者现在可能希望等待戴尔突破周四的高点58,或者只是等待突破。</blockquote></p><p> On Nov. 23, Dell reported third-quarter earnings of $2.37 a share, a year-over-year increase of 17%, on a 21% jump in sales to $28.39 billion, both above analyst views. </p><p><blockquote>11月23日,戴尔公布第三季度每股收益为2.37美元,同比增长17%,销售额增长21%至283.9亿美元,均高于分析师预期。</blockquote></p><p> It was Dell's best third quarter in its history, driven by growth in all business units, customer segments and geographies, as well as broad strength across commercial PCs, servers and storage, the company said in a written statement.</p><p><blockquote>该公司在一份书面声明中表示,这是戴尔历史上最好的第三季度,这得益于所有业务部门、客户群和地区的增长,以及商用PC、服务器和存储领域的广泛实力。</blockquote></p><p> Dell was Wednesday's IBD Stock Of The Day.</p><p><blockquote>戴尔是周三IBD当天的股票。</blockquote></p><p> Meanwhile, rival <b>HP</b> gapped out of a base Wednesday on its earnings.</p><p><blockquote>与此同时,对手<b>惠普</b>周三其盈利脱离基数。</blockquote></p><p> <h2><b>Nucor Stock</b></h2> Shares rose 1% last week to 113.98. Nucor stock broke out past a cup-with-handle buy point of 119.42 on Nov. 22, but gave up most of that day's 6% gain by Friday's close. Its relative strength line is ticking downward but still near multiyear highs. Its RS Rating is 93, while its EPS Rating is 96.</p><p><blockquote><h2><b>纽柯股票</b></h2>上周股价上涨1%,至113.98点。纽柯公司股价在11月22日突破了119.42点的带柄杯买入点,但到周五收盘时回吐了当天6%的大部分涨幅。其相对强弱线正在向下滴答作响,但仍接近多年高点。其RS评级为93,而EPS评级为96。</blockquote></p><p> Steelmakers like Nucor have a had a stellar year supplying homebuilders in a record year and gearing up for massive infrastructure spending. IBD's Steel-Producers industry group has soared nearly 86% year to date.</p><p><blockquote>像纽柯这样的钢铁制造商在创纪录的一年里为房屋建筑商提供了出色的供应,并为大规模的基础设施支出做好了准备。IBD的钢铁生产商行业集团今年迄今已飙升近86%。</blockquote></p><p> Nucor has had four straight quarters of triple-digit earnings growth and four quarters in a row of accelerating sales growth.</p><p><blockquote>纽柯钢铁公司已连续四个季度实现三位数盈利增长,连续四个季度销售额加速增长。</blockquote></p><p> Rival <b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b> broke out past a cup-with-handle buy point of 69.01 intraday on Nov. 22, but has since fallen below that buy point.</p><p><blockquote>对手<b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b>11月22日盘中突破69.01的杯柄买入点,但此后跌破该买入点。</blockquote></p><p> <h2><b>Invitation Homes Stock</b></h2> INVH stock broke out past a cup-with-handle buy point of 41.93 on Nov. 24, but retreated just below it on Friday. INVH stock edged up 0.6% to 41.15 for the week.</p><p><blockquote><h2><b>邀请之家股票</b></h2>INVH股价于11月24日突破41.93点的杯柄买入点,但周五回落至略低于该点。INVH股价本周小幅上涨0.6%,至41.15点。</blockquote></p><p> Invitation Homes has an RS Rating of 93 and an EPS Rating of 96.</p><p><blockquote>Invitation Homes的RS评级为93,EPS评级为96。</blockquote></p><p> The recent housing boom isn't just helping homebuilders. As raw materials prices spike up and supplies remain tight, folks are delaying home buying or renting homes while renovations and new homes take longer to complete. That's pushed up rents across the board.</p><p><blockquote>最近的房地产繁荣不仅仅帮助了房屋建筑商。随着原材料价格飙升和供应仍然紧张,人们推迟购房或租房,而装修和新房需要更长的时间才能完成。这全面推高了租金。</blockquote></p><p> As a result, Invitation Homes, the largest owner of rental homes in the U.S., has seen soaring demand. The company, a real estate investment trust, or REIT, owns more than 80,000 homes, which it rents out.</p><p><blockquote>因此,美国最大的出租房屋所有者Invitation Homes的需求飙升。该公司是一家房地产投资信托基金(REIT),拥有80,000多套房屋并出租。</blockquote></p><p> In October, Invitation Homes reported better-than-expected Q3 results. The company was able to raise rents by 11% amid the housing shortage.</p><p><blockquote>10月份,Invitation Homes公布了好于预期的第三季度业绩。在住房短缺的情况下,该公司能够将租金提高11%。</blockquote></p><p></p><p> <h2><b>Lam Research Stock</b></h2> Shares pulled back late last week, perhaps starting work on a handle. Chip-equipment maker Lam Research has been steadily moving toward a 673.90 buy point from a consolidation going back to early June or April. </p><p><blockquote><h2><b>Lam研究股票</b></h2>上周晚些时候,股价回落,或许是开始着手处理。芯片设备制造商Lam Research从6月初或4月的盘整中稳步迈向673.90买入点。</blockquote></p><p> Its relative strength line is rising again after several months of sideways movement. Lam's RS Rating is 80, while its EPS Rating is 94. The company has posted seven straight quarters of earnings and revenue growth, amid sky-high demand for its products across all industries.</p><p><blockquote>其相对强弱线在经过几个月的横盘整理后再次上升。Lam的RS评级为80,而EPS评级为94。由于各行业对其产品的需求极高,该公司已连续七个季度实现盈利和收入增长。</blockquote></p><p></p>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google, Dell Lead Five Diverse Stocks Near Buy Points<blockquote>谷歌、戴尔引领五只多元化股票接近买入点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle, Dell Lead Five Diverse Stocks Near Buy Points<blockquote>谷歌、戴尔引领五只多元化股票接近买入点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">ADELIA CELLINI LINECKER</strong><span class=\"h-time small\">2021-11-28 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Google parent <b>Alphabet</b>, computer maker <b>Dell Technologies</b>, steelmaker <b>Nucor</b>, Chip-equipment maker <b>Lam Research</b> and rental-home investor <b>Invitation Homes</b> are five stocks to watch this week near buy points.</p><p><blockquote>谷歌母公司<b>Alphabet</b>,计算机制造商<b>戴尔科技</b>,钢铁制造商<b>纽科尔</b>、芯片设备制造商<b>Lam研究</b>和出租屋投资者<b>邀请之家</b>本周有五只股票在买入点附近值得关注。</blockquote></p><p> The recent plunges in many hot software stocks amid renewed sector rotation underscores the importance of having diversified leaders in your portfolio. But with the market selling off sharply Friday, this time led by energy and financial stocks, investors should be cautious about new buys.</p><p><blockquote>最近,在行业轮换的背景下,许多热门软件股暴跌,凸显了投资组合中拥有多元化领导者的重要性。但随着周五市场大幅抛售,这一次是由能源和金融股引领的,投资者应该对新的买入持谨慎态度。</blockquote></p><p> Google, Nucor stock and Invitation Homes have pulled back modestly below buy points. Dell stock has bounced from its 50-day line, and Lam Research is closing in on a buy point.</p><p><blockquote>谷歌、纽柯股票和Invitation Homes已小幅回落至买入点以下。戴尔股价已从50日线反弹,Lam Research正在接近买入点。</blockquote></p><p> Google stock and Nucor are on IBD Leaderboard. GOOGL stock also is on IBD Long-Term Leaders and the IBD 50. Dell is on SwingTrader.</p><p><blockquote>谷歌股票和纽柯公司在IBD排行榜上。GOOGL股票也出现在IBD长期领导者和IBD 50指数中。戴尔在SwingTrader上。</blockquote></p><p> <h2><b>Google Stock</b></h2> Shares fell 4.5% to 2,845.64 in last week's stock market trading. Google stock closed just below its 50-day line and 10-week moving average. Shares have retreated modestly below a flat-base buy point of 2,925.17, according to MarketSmith. An alternate entry would be 3,019.43 from a four-weeks-tight pattern.</p><p><blockquote><h2><b>谷歌股票</b></h2>上周股市交易中,股价下跌4.5%,至2,845.64点。谷歌股价收盘略低于50日线和10周移动平均线。根据MarketSmith的数据,股价已小幅回落至2,925.17点以下。从四周的紧张模式来看,另一个进场点是3,019.43。</blockquote></p><p> Investors could use a rebound off the 50-day/10-week line as a possible entry. That's a good place to buy Long-Term Leaders stocks such as GOOGL.</p><p><blockquote>投资者可以利用50日/10周线的反弹作为可能的入场机会。这是购买GOOGL等长期领先股票的好地方。</blockquote></p><p> Google's relative strength line is going sideways, but is still near all-time highs. Its RS Rating is 88 out of a possible 99, while its EPS Rating is 98.</p><p><blockquote>谷歌的相对强弱线正在横盘整理,但仍接近历史高点。其RS评级为88分(满分99分),而EPS评级为98分。</blockquote></p><p> Google beat Wall Street estimates for the third quarter. It had EPS of $27.99 vs. views for $23.48. Sales came in at $65.12 billion vs. estimates of $63.34 billion.</p><p><blockquote>谷歌第三季度业绩超出华尔街预期。它的每股收益为27.99美元,而浏览量为23.48美元。销售额为651.2亿美元,而预期为633.4亿美元。</blockquote></p><p> In a call with investors on Oct. 26, CEO Ruth Porat said Apple's privacy settings changes, which now ask iPhone users for explicit permission to track them, had a modest impact on YouTube revenue.</p><p><blockquote>在10月26日与投资者举行的看涨期权上,首席执行官露丝·波拉特(Ruth Porat)表示,苹果的隐私设置变化(现在要求iPhone用户获得明确许可才能跟踪他们)对YouTube收入的影响不大。</blockquote></p><p> Google's ad revenue climbed 43% to $53.13 billion. That's up from $37.1 billion in the year-ago period and slightly higher than the prior quarter. YouTube ads rose to $7.21 billion, up from $5.04 billion last year.</p><p><blockquote>谷歌的广告收入增长43%,达到531.3亿美元。这高于去年同期的371亿美元,略高于上一季度。YouTube广告收入从去年的50.4亿美元增至72.1亿美元。</blockquote></p><p> <h2><b>Dell Stock</b></h2> Dell stock rose 2.1% to 56.18 last week. Shares now have a flat base with a 58.53 buy point. Dell stock bounced from its 50-day line on Thursday, flashing an early buy signal on strong earnings. But shares pulled back modestly Friday. Investors might now want to wait for Dell to get above Thursday's high of 58, or simply wait for a breakout.</p><p><blockquote><h2><b>戴尔股票</b></h2>戴尔股价上周上涨2.1%至56.18点。目前股价基本持平,买入点为58.53。戴尔股价周四从50日线反弹,因强劲的盈利而发出早期买入信号。但周五股价小幅回落。投资者现在可能希望等待戴尔突破周四的高点58,或者只是等待突破。</blockquote></p><p> On Nov. 23, Dell reported third-quarter earnings of $2.37 a share, a year-over-year increase of 17%, on a 21% jump in sales to $28.39 billion, both above analyst views. </p><p><blockquote>11月23日,戴尔公布第三季度每股收益为2.37美元,同比增长17%,销售额增长21%至283.9亿美元,均高于分析师预期。</blockquote></p><p> It was Dell's best third quarter in its history, driven by growth in all business units, customer segments and geographies, as well as broad strength across commercial PCs, servers and storage, the company said in a written statement.</p><p><blockquote>该公司在一份书面声明中表示,这是戴尔历史上最好的第三季度,这得益于所有业务部门、客户群和地区的增长,以及商用PC、服务器和存储领域的广泛实力。</blockquote></p><p> Dell was Wednesday's IBD Stock Of The Day.</p><p><blockquote>戴尔是周三IBD当天的股票。</blockquote></p><p> Meanwhile, rival <b>HP</b> gapped out of a base Wednesday on its earnings.</p><p><blockquote>与此同时,对手<b>惠普</b>周三其盈利脱离基数。</blockquote></p><p> <h2><b>Nucor Stock</b></h2> Shares rose 1% last week to 113.98. Nucor stock broke out past a cup-with-handle buy point of 119.42 on Nov. 22, but gave up most of that day's 6% gain by Friday's close. Its relative strength line is ticking downward but still near multiyear highs. Its RS Rating is 93, while its EPS Rating is 96.</p><p><blockquote><h2><b>纽柯股票</b></h2>上周股价上涨1%,至113.98点。纽柯公司股价在11月22日突破了119.42点的带柄杯买入点,但到周五收盘时回吐了当天6%的大部分涨幅。其相对强弱线正在向下滴答作响,但仍接近多年高点。其RS评级为93,而EPS评级为96。</blockquote></p><p> Steelmakers like Nucor have a had a stellar year supplying homebuilders in a record year and gearing up for massive infrastructure spending. IBD's Steel-Producers industry group has soared nearly 86% year to date.</p><p><blockquote>像纽柯这样的钢铁制造商在创纪录的一年里为房屋建筑商提供了出色的供应,并为大规模的基础设施支出做好了准备。IBD的钢铁生产商行业集团今年迄今已飙升近86%。</blockquote></p><p> Nucor has had four straight quarters of triple-digit earnings growth and four quarters in a row of accelerating sales growth.</p><p><blockquote>纽柯钢铁公司已连续四个季度实现三位数盈利增长,连续四个季度销售额加速增长。</blockquote></p><p> Rival <b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b> broke out past a cup-with-handle buy point of 69.01 intraday on Nov. 22, but has since fallen below that buy point.</p><p><blockquote>对手<b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b>11月22日盘中突破69.01的杯柄买入点,但此后跌破该买入点。</blockquote></p><p> <h2><b>Invitation Homes Stock</b></h2> INVH stock broke out past a cup-with-handle buy point of 41.93 on Nov. 24, but retreated just below it on Friday. INVH stock edged up 0.6% to 41.15 for the week.</p><p><blockquote><h2><b>邀请之家股票</b></h2>INVH股价于11月24日突破41.93点的杯柄买入点,但周五回落至略低于该点。INVH股价本周小幅上涨0.6%,至41.15点。</blockquote></p><p> Invitation Homes has an RS Rating of 93 and an EPS Rating of 96.</p><p><blockquote>Invitation Homes的RS评级为93,EPS评级为96。</blockquote></p><p> The recent housing boom isn't just helping homebuilders. As raw materials prices spike up and supplies remain tight, folks are delaying home buying or renting homes while renovations and new homes take longer to complete. That's pushed up rents across the board.</p><p><blockquote>最近的房地产繁荣不仅仅帮助了房屋建筑商。随着原材料价格飙升和供应仍然紧张,人们推迟购房或租房,而装修和新房需要更长的时间才能完成。这全面推高了租金。</blockquote></p><p> As a result, Invitation Homes, the largest owner of rental homes in the U.S., has seen soaring demand. The company, a real estate investment trust, or REIT, owns more than 80,000 homes, which it rents out.</p><p><blockquote>因此,美国最大的出租房屋所有者Invitation Homes的需求飙升。该公司是一家房地产投资信托基金(REIT),拥有80,000多套房屋并出租。</blockquote></p><p> In October, Invitation Homes reported better-than-expected Q3 results. The company was able to raise rents by 11% amid the housing shortage.</p><p><blockquote>10月份,Invitation Homes公布了好于预期的第三季度业绩。在住房短缺的情况下,该公司能够将租金提高11%。</blockquote></p><p></p><p> <h2><b>Lam Research Stock</b></h2> Shares pulled back late last week, perhaps starting work on a handle. Chip-equipment maker Lam Research has been steadily moving toward a 673.90 buy point from a consolidation going back to early June or April. </p><p><blockquote><h2><b>Lam研究股票</b></h2>上周晚些时候,股价回落,或许是开始着手处理。芯片设备制造商Lam Research从6月初或4月的盘整中稳步迈向673.90买入点。</blockquote></p><p> Its relative strength line is rising again after several months of sideways movement. Lam's RS Rating is 80, while its EPS Rating is 94. The company has posted seven straight quarters of earnings and revenue growth, amid sky-high demand for its products across all industries.</p><p><blockquote>其相对强弱线在经过几个月的横盘整理后再次上升。Lam的RS评级为80,而EPS评级为94。由于各行业对其产品的需求极高,该公司已连续七个季度实现盈利和收入增长。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investors.com/news/google-dell-lead-five-diverse-stocks-near-buy-points/?src=A00519A=aflTigerBrokers\">ADELIA CELLINI LINECKER</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":{"INVH":"Invitation Homes Inc.","GOOG":"谷歌","NUE":"纽柯钢铁","DELL":"戴尔","LRCX":"拉姆研究"},"source_url":"https://www.investors.com/news/google-dell-lead-five-diverse-stocks-near-buy-points/?src=A00519A=aflTigerBrokers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186328547","content_text":"Google parent Alphabet, computer maker Dell Technologies, steelmaker Nucor, Chip-equipment maker Lam Research and rental-home investor Invitation Homes are five stocks to watch this week near buy points.\nThe recent plunges in many hot software stocks amid renewed sector rotation underscores the importance of having diversified leaders in your portfolio. But with the market selling off sharply Friday, this time led by energy and financial stocks, investors should be cautious about new buys.\nGoogle, Nucor stock and Invitation Homes have pulled back modestly below buy points. Dell stock has bounced from its 50-day line, and Lam Research is closing in on a buy point.\nGoogle stock and Nucor are on IBD Leaderboard. GOOGL stock also is on IBD Long-Term Leaders and the IBD 50. Dell is on SwingTrader.\nGoogle Stock\nShares fell 4.5% to 2,845.64 in last week's stock market trading. Google stock closed just below its 50-day line and 10-week moving average. Shares have retreated modestly below a flat-base buy point of 2,925.17, according to MarketSmith. An alternate entry would be 3,019.43 from a four-weeks-tight pattern.\nInvestors could use a rebound off the 50-day/10-week line as a possible entry. That's a good place to buy Long-Term Leaders stocks such as GOOGL.\nGoogle's relative strength line is going sideways, but is still near all-time highs. Its RS Rating is 88 out of a possible 99, while its EPS Rating is 98.\nGoogle beat Wall Street estimates for the third quarter. It had EPS of $27.99 vs. views for $23.48. Sales came in at $65.12 billion vs. estimates of $63.34 billion.\nIn a call with investors on Oct. 26, CEO Ruth Porat said Apple's privacy settings changes, which now ask iPhone users for explicit permission to track them, had a modest impact on YouTube revenue.\nGoogle's ad revenue climbed 43% to $53.13 billion. That's up from $37.1 billion in the year-ago period and slightly higher than the prior quarter. YouTube ads rose to $7.21 billion, up from $5.04 billion last year.\nDell Stock\nDell stock rose 2.1% to 56.18 last week. Shares now have a flat base with a 58.53 buy point. Dell stock bounced from its 50-day line on Thursday, flashing an early buy signal on strong earnings. But shares pulled back modestly Friday. Investors might now want to wait for Dell to get above Thursday's high of 58, or simply wait for a breakout.\nOn Nov. 23, Dell reported third-quarter earnings of $2.37 a share, a year-over-year increase of 17%, on a 21% jump in sales to $28.39 billion, both above analyst views. \nIt was Dell's best third quarter in its history, driven by growth in all business units, customer segments and geographies, as well as broad strength across commercial PCs, servers and storage, the company said in a written statement.\nDell was Wednesday's IBD Stock Of The Day.\nMeanwhile, rival HP gapped out of a base Wednesday on its earnings.\nNucor Stock\nShares rose 1% last week to 113.98. Nucor stock broke out past a cup-with-handle buy point of 119.42 on Nov. 22, but gave up most of that day's 6% gain by Friday's close. Its relative strength line is ticking downward but still near multiyear highs. Its RS Rating is 93, while its EPS Rating is 96.\nSteelmakers like Nucor have a had a stellar year supplying homebuilders in a record year and gearing up for massive infrastructure spending. IBD's Steel-Producers industry group has soared nearly 86% year to date.\nNucor has had four straight quarters of triple-digit earnings growth and four quarters in a row of accelerating sales growth.\nRival Steel Dynamics broke out past a cup-with-handle buy point of 69.01 intraday on Nov. 22, but has since fallen below that buy point.\nInvitation Homes Stock\nINVH stock broke out past a cup-with-handle buy point of 41.93 on Nov. 24, but retreated just below it on Friday. INVH stock edged up 0.6% to 41.15 for the week.\nInvitation Homes has an RS Rating of 93 and an EPS Rating of 96.\nThe recent housing boom isn't just helping homebuilders. As raw materials prices spike up and supplies remain tight, folks are delaying home buying or renting homes while renovations and new homes take longer to complete. That's pushed up rents across the board.\nAs a result, Invitation Homes, the largest owner of rental homes in the U.S., has seen soaring demand. The company, a real estate investment trust, or REIT, owns more than 80,000 homes, which it rents out.\nIn October, Invitation Homes reported better-than-expected Q3 results. The company was able to raise rents by 11% amid the housing shortage.\nLam Research Stock\nShares pulled back late last week, perhaps starting work on a handle. Chip-equipment maker Lam Research has been steadily moving toward a 673.90 buy point from a consolidation going back to early June or April. \nIts relative strength line is rising again after several months of sideways movement. Lam's RS Rating is 80, while its EPS Rating is 94. The company has posted seven straight quarters of earnings and revenue growth, amid sky-high demand for its products across all industries.","news_type":1,"symbols_score_info":{"NUE":0.9,"DELL":0.9,"GOOG":0.9,"INVH":0.9,"LRCX":0.9}},"isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877260640,"gmtCreate":1637936588205,"gmtModify":1637936588402,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Ded","listText":"Ded","text":"Ded","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877260640","repostId":"2186726348","repostType":4,"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874307815,"gmtCreate":1637726693909,"gmtModify":1637726694024,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Oh no","listText":"Oh no","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874307815","repostId":"1133450259","repostType":4,"repost":{"id":"1133450259","kind":"news","pubTimestamp":1637724451,"share":"https://www.laohu8.com/m/news/1133450259?lang=zh_CN&edition=full","pubTime":"2021-11-24 11:27","market":"us","language":"en","title":"Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir股票:童话般的估值</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1133450259","media":"Seeking Alpha","summary":"Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir’s valuation is impossible to defend.</li> <li>Palantir will remain dependent on government for income.</li> <li>The private sector opportunity is over-hyped.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的估值是站不住脚的。</li><li>Palantir的收入仍将依赖政府。</li><li>私营部门的机会被过度炒作。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.</p><p><blockquote>Palantir(PLTR)是一家软件企业,其价值是当今股市上最荒谬的企业之一。尽管Palantir在人工智能辅助软件分析领域有增长机会,但其估值既没有意义,也没有具体业务成果的支持。</blockquote></p><p> <b>Palantir: Heavily Dependent On Government</b></p><p><blockquote><b>Palantir:严重依赖政府</b></blockquote></p><p> Palantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.</p><p><blockquote>Palantir一定是历史上被高估最多的股票之一,因为它满足了所有条件。Palantir通过专注于监控、大数据以及以美国政府为客户,成功实现了430亿美元的市值交易。该公司通过直接上市在交易所发行股票后,其市值明显大于430亿美元。公司内部人士出售股票,而公司在直接上市中没有收到任何资金。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd2709688f9042bf5fcce1709d8d33b4\" tg-width=\"635\" tg-height=\"417\" 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> Instead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.</p><p><blockquote>相反,首次公开募股筹集资金投资公司。大约一年前,Palantir的股票开始交易价格为每股10美元。事实证明,该股和市值波动很大,股价飙升至45美元。此后,PLTR的交易区间为20-30美元,该公司及其商业模式继续吸引着人们的极大兴趣和关注。</blockquote></p><p> <b>Palantir Has One Of The Best Features A Stock Can Have: A Sexy Story!</b></p><p><blockquote><b>Palantir拥有股票所能拥有的最佳特征之一:性感的故事!</b></blockquote></p><p> Palantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.</p><p><blockquote>Palantir正处于巨大赚钱机会的最深处:大数据分析。信息或数据是一种有价值的商品,企业拥抱全面数字化转型的速度不断加快,这是一个引人注目的故事。Palantir的主要业务是帮助组织,特别是政府,筛选大量数据,以预测和加强决策。在企业领域,这可能意味着增加转换,而在政府领域,这可能意味着支持公共卫生措施或协助美国军方处理坏人。</blockquote></p><p> Palantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an $823 million deal with the US military to assist in the development of data architecture for intelligence systems.</p><p><blockquote>Palantir正在以多种方式与美国政府密切合作,作为交换,Palantir获得了大量联邦奶酪。该公司最近与美国军方获得了8.23亿美元的交易,以协助开发情报系统的数据架构。</blockquote></p><p> Palantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.</p><p><blockquote>Palantir的收入正在迅速增长,但请记住,该公司主要依赖政府。今年迄今,政府机构的收入增长了57%,达到6.584亿美元。据报道,公司收入为4.506亿美元,而一年前为3.503亿美元。政府和私营部门的相对收入贡献分别为59%和41%,去年分别为55%和45%。这些百分比讲述了一个值得澄清的重要故事,因为它们与流行的叙述相矛盾。</blockquote></p><p> The prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.</p><p><blockquote>普遍的说法是,Palantir将摆脱政府业务,并在私营部门实现显着增长。在上述百分比的基础上,Palantir对政府的依赖在2021年增加了900万,而2020年为900万,政府收入的增长速度远快于来自私营部门的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94983df06a9f7beac6c9efc9b601d5de\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir</span></p></blockquote></p><p> <b>Persistent Losses Despite Soaring Revenues</b></p><p><blockquote><b>尽管收入飙升,但持续亏损</b></blockquote></p><p> Palantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.</p><p><blockquote>Palantir在大数据领域的长期增长可能性在看涨分析中经常被提及,而且理由很充分。我们都通过元宇宙平台(FB)的崛起了解到了这一点,该平台是最早收集大量数据以从客户中获利的公司之一。Palantir确实具有诱人的增长前景:该公司刚刚报告称,第三季度收入增长36%,达到3.92亿美元,该公司预计今年的年收入增长率为40%。该公司还表示,预计从今年到2025年,收入将至少增长30%。虽然我并不否认Palantir具有收入增长潜力,但我认为有些担忧没有充分反映在该公司的估值中。</blockquote></p><p></p><p> One anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.</p><p><blockquote>一个预期的问题是,虽然Palantir可能正在经历可观的收入增长,但其中有多少增长实际上到达了Palantir的股东手中?答案是,不多。回顾上次提交的财务报表,我们可以看到,尽管今年迄今为止销售额增长了44%,令人瞠目结舌,但Palantir还远未实现盈利。第三季度亏损为1.021亿美元,年初至今亏损为3.642亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cd7fa51065ca16c4f29735f97f885a\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir</span></p></blockquote></p><p> Palantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"</p><p><blockquote>Palantir缺乏盈利能力是一个主要问题,我一直在问自己,“股东们还要容忍Palantir每个季度亏损这么多钱多久?”</blockquote></p><p> The fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.</p><p><blockquote>Palantir不是一家初创公司的事实增加了我的担忧(这将是损失这么多钱的可行理由)。另一方面,Palantir成立于近二十年前,估计已筹集了26亿美元资金,但仍在继续亏损。我发现很难证明这一记录是合理的,特别是考虑到Palantir目前的市盈率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aeae26e41a3e34c539c821ce941d1a8\" tg-width=\"640\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Crunchbase</span></p></blockquote></p><p> <b>What Are You Paying For, Exactly?</b></p><p><blockquote><b>你到底在为什么付钱?</b></blockquote></p><p> Palantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.</p><p><blockquote>Palantir在展示其潜力方面做得非常出色,而且该股给人一种成长型股票的感觉。</blockquote></p><p> But since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.</p><p><blockquote>但既然经过近20年的运营,利润并没有出现在损益表上,那么投资者到底为什么要支付28倍的价格呢?即使是Netflix(NFLX)的市盈率也没有达到20倍,过去二十年来,它不仅是美国,而且是全世界增长最快的公司之一。这个倍数很难捍卫,不适合一家销售额快速增长的公司。</blockquote></p><p> On that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?</p><p><blockquote>在这一点上,Palantir的销售额并没有每年翻一番。30%的增长率不错,但并不令人印象深刻。如果可以以低得多的销售倍数收购Splunk(SPLK)等竞争对手,为什么有人愿意为Palantir的销售增长支付过高的费用呢?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bebcab5d6bcfef1fa26b4e3a5c9ad27\" tg-width=\"635\" tg-height=\"433\" 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>A Few Words on Risks</b></p><p><blockquote><b>关于风险的几句话</b></blockquote></p><p> Palantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.</p><p><blockquote>Palantir的收入每年以30%左右的速度增长,但这种增长能否长期保持是另一个问题。另外,Palantir未来真的能盈利吗?如果能,什么时候盈利?我不明白为什么Palantir会获得如此高的倍数。这家大数据公司是我见过的估值最高估和炒作最严重的公司之一,这就是为什么我认为Palantir最大的风险是市盈率过度膨胀。</blockquote></p><p> <b>My Conclusion</b></p><p><blockquote><b>我的结论</b></blockquote></p><p> It's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.</p><p><blockquote>为一家亏损的公司支付28倍收入的费用是荒谬的。收入增长潜力是不可否认的;毕竟,大数据是大生意。然而,经过二十年的运营,股东应该能够以利润或股票回购或类似方式对Palantir(尤其是管理层)抱有更多期望。Palantir在使其出售股东受益方面做得非常出色,但由于没有盈利,因此无法达成任何交易。Palantir的估值是一个童话,就像所有童话一样,它以令人讨厌的觉醒告终。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock: A Fairy-Tale Valuation<blockquote>Palantir股票:童话般的估值</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock: A Fairy-Tale Valuation<blockquote>Palantir股票:童话般的估值</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\">2021-11-24 11:27</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>Palantir’s valuation is impossible to defend.</li> <li>Palantir will remain dependent on government for income.</li> <li>The private sector opportunity is over-hyped.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02d7c2e5739d48a7457788f40f66148c\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Michael Vi/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Palantir的估值是站不住脚的。</li><li>Palantir的收入仍将依赖政府。</li><li>私营部门的机会被过度炒作。</li></ul><p class=\"t-img-caption\"><span>Michael Vi/iStock社论来自Getty Images</span></p></blockquote></p><p> Palantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.</p><p><blockquote>Palantir(PLTR)是一家软件企业,其价值是当今股市上最荒谬的企业之一。尽管Palantir在人工智能辅助软件分析领域有增长机会,但其估值既没有意义,也没有具体业务成果的支持。</blockquote></p><p> <b>Palantir: Heavily Dependent On Government</b></p><p><blockquote><b>Palantir:严重依赖政府</b></blockquote></p><p> Palantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.</p><p><blockquote>Palantir一定是历史上被高估最多的股票之一,因为它满足了所有条件。Palantir通过专注于监控、大数据以及以美国政府为客户,成功实现了430亿美元的市值交易。该公司通过直接上市在交易所发行股票后,其市值明显大于430亿美元。公司内部人士出售股票,而公司在直接上市中没有收到任何资金。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd2709688f9042bf5fcce1709d8d33b4\" tg-width=\"635\" tg-height=\"417\" 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> Instead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.</p><p><blockquote>相反,首次公开募股筹集资金投资公司。大约一年前,Palantir的股票开始交易价格为每股10美元。事实证明,该股和市值波动很大,股价飙升至45美元。此后,PLTR的交易区间为20-30美元,该公司及其商业模式继续吸引着人们的极大兴趣和关注。</blockquote></p><p> <b>Palantir Has One Of The Best Features A Stock Can Have: A Sexy Story!</b></p><p><blockquote><b>Palantir拥有股票所能拥有的最佳特征之一:性感的故事!</b></blockquote></p><p> Palantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.</p><p><blockquote>Palantir正处于巨大赚钱机会的最深处:大数据分析。信息或数据是一种有价值的商品,企业拥抱全面数字化转型的速度不断加快,这是一个引人注目的故事。Palantir的主要业务是帮助组织,特别是政府,筛选大量数据,以预测和加强决策。在企业领域,这可能意味着增加转换,而在政府领域,这可能意味着支持公共卫生措施或协助美国军方处理坏人。</blockquote></p><p> Palantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an $823 million deal with the US military to assist in the development of data architecture for intelligence systems.</p><p><blockquote>Palantir正在以多种方式与美国政府密切合作,作为交换,Palantir获得了大量联邦奶酪。该公司最近与美国军方获得了8.23亿美元的交易,以协助开发情报系统的数据架构。</blockquote></p><p> Palantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.</p><p><blockquote>Palantir的收入正在迅速增长,但请记住,该公司主要依赖政府。今年迄今,政府机构的收入增长了57%,达到6.584亿美元。据报道,公司收入为4.506亿美元,而一年前为3.503亿美元。政府和私营部门的相对收入贡献分别为59%和41%,去年分别为55%和45%。这些百分比讲述了一个值得澄清的重要故事,因为它们与流行的叙述相矛盾。</blockquote></p><p> The prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.</p><p><blockquote>普遍的说法是,Palantir将摆脱政府业务,并在私营部门实现显着增长。在上述百分比的基础上,Palantir对政府的依赖在2021年增加了900万,而2020年为900万,政府收入的增长速度远快于来自私营部门的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94983df06a9f7beac6c9efc9b601d5de\" tg-width=\"640\" tg-height=\"103\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir</span></p></blockquote></p><p> <b>Persistent Losses Despite Soaring Revenues</b></p><p><blockquote><b>尽管收入飙升,但持续亏损</b></blockquote></p><p> Palantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.</p><p><blockquote>Palantir在大数据领域的长期增长可能性在看涨分析中经常被提及,而且理由很充分。我们都通过元宇宙平台(FB)的崛起了解到了这一点,该平台是最早收集大量数据以从客户中获利的公司之一。Palantir确实具有诱人的增长前景:该公司刚刚报告称,第三季度收入增长36%,达到3.92亿美元,该公司预计今年的年收入增长率为40%。该公司还表示,预计从今年到2025年,收入将至少增长30%。虽然我并不否认Palantir具有收入增长潜力,但我认为有些担忧没有充分反映在该公司的估值中。</blockquote></p><p></p><p> One anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.</p><p><blockquote>一个预期的问题是,虽然Palantir可能正在经历可观的收入增长,但其中有多少增长实际上到达了Palantir的股东手中?答案是,不多。回顾上次提交的财务报表,我们可以看到,尽管今年迄今为止销售额增长了44%,令人瞠目结舌,但Palantir还远未实现盈利。第三季度亏损为1.021亿美元,年初至今亏损为3.642亿美元。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cd7fa51065ca16c4f29735f97f885a\" tg-width=\"640\" tg-height=\"322\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir</span></p></blockquote></p><p> Palantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"</p><p><blockquote>Palantir缺乏盈利能力是一个主要问题,我一直在问自己,“股东们还要容忍Palantir每个季度亏损这么多钱多久?”</blockquote></p><p> The fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.</p><p><blockquote>Palantir不是一家初创公司的事实增加了我的担忧(这将是损失这么多钱的可行理由)。另一方面,Palantir成立于近二十年前,估计已筹集了26亿美元资金,但仍在继续亏损。我发现很难证明这一记录是合理的,特别是考虑到Palantir目前的市盈率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8aeae26e41a3e34c539c821ce941d1a8\" tg-width=\"640\" tg-height=\"240\" width=\"100%\" height=\"auto\"><span>Source: Crunchbase</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Crunchbase</span></p></blockquote></p><p> <b>What Are You Paying For, Exactly?</b></p><p><blockquote><b>你到底在为什么付钱?</b></blockquote></p><p> Palantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.</p><p><blockquote>Palantir在展示其潜力方面做得非常出色,而且该股给人一种成长型股票的感觉。</blockquote></p><p> But since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.</p><p><blockquote>但既然经过近20年的运营,利润并没有出现在损益表上,那么投资者到底为什么要支付28倍的价格呢?即使是Netflix(NFLX)的市盈率也没有达到20倍,过去二十年来,它不仅是美国,而且是全世界增长最快的公司之一。这个倍数很难捍卫,不适合一家销售额快速增长的公司。</blockquote></p><p> On that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?</p><p><blockquote>在这一点上,Palantir的销售额并没有每年翻一番。30%的增长率不错,但并不令人印象深刻。如果可以以低得多的销售倍数收购Splunk(SPLK)等竞争对手,为什么有人愿意为Palantir的销售增长支付过高的费用呢?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bebcab5d6bcfef1fa26b4e3a5c9ad27\" tg-width=\"635\" tg-height=\"433\" 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>A Few Words on Risks</b></p><p><blockquote><b>关于风险的几句话</b></blockquote></p><p> Palantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.</p><p><blockquote>Palantir的收入每年以30%左右的速度增长,但这种增长能否长期保持是另一个问题。另外,Palantir未来真的能盈利吗?如果能,什么时候盈利?我不明白为什么Palantir会获得如此高的倍数。这家大数据公司是我见过的估值最高估和炒作最严重的公司之一,这就是为什么我认为Palantir最大的风险是市盈率过度膨胀。</blockquote></p><p> <b>My Conclusion</b></p><p><blockquote><b>我的结论</b></blockquote></p><p> It's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.</p><p><blockquote>为一家亏损的公司支付28倍收入的费用是荒谬的。收入增长潜力是不可否认的;毕竟,大数据是大生意。然而,经过二十年的运营,股东应该能够以利润或股票回购或类似方式对Palantir(尤其是管理层)抱有更多期望。Palantir在使其出售股东受益方面做得非常出色,但由于没有盈利,因此无法达成任何交易。Palantir的估值是一个童话,就像所有童话一样,它以令人讨厌的觉醒告终。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4471364-palantir-stock-fairy-tale-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133450259","content_text":"Summary\n\nPalantir’s valuation is impossible to defend.\nPalantir will remain dependent on government for income.\nThe private sector opportunity is over-hyped.\n\nMichael Vi/iStock Editorial via Getty Images\nPalantir (PLTR) is a software business with one of the most ridiculous values in the stock market today. Palantir has developed into a valuation that neither makes sense nor is supported by concrete business results, despite its growth opportunity in AI-assisted software analytics.\nPalantir: Heavily Dependent On Government\nPalantir must be one of the most overvalued stocks in history because it ticks all the conditions. Palantir manages to trade at a market value of $43 billion by specializing in surveillance, big data, and having the US government as a client. After the company issued its shares on the exchange through a direct listing, its market value was significantly larger than $43 billion. Insiders of a corporation sell shares while the company receives no money in a direct listing.\nData by YCharts\nInstead, an IPO raises funds to invest in the company. Roughly a year ago, Palantir’s shares started trading at $10 a share. The stock, and the market capitalization, have proven highly volatile, as the stock price surged as high as $45. PLTR has since settled for a trading range of $20 - $30 and the company, as well as its business model, continues to attract a great deal of interest and attention.\nPalantir Has One Of The Best Features A Stock Can Have: A Sexy Story!\nPalantir is right in the thick of a massive money-making opportunity: big data analytics. Information, or data, is a valuable commodity, and the ever-increasing speed with which businesses are embracing full digital transformation makes for a compelling story. Palantir's principal business is to assist organizations, particularly governments, in sifting through massive volumes of data in order to forecast and enhance decision-making. In the corporate realm, this can mean increasing conversions, whereas in government, it might mean supporting public health measures or assisting the US military in dealing with bad guys.\nPalantir is collaborating closely with the US government in a number of ways, and in exchange, Palantir is getting a lot of federal cheese. The company recently obtained an $823 million deal with the US military to assist in the development of data architecture for intelligence systems.\nPalantir's revenue is rapidly increasing, but keep in mind that the company is primarily reliant on governments. Revenues from government bodies have increased by 57% year-to-date, to $658.4 million. Revenues from companies were reported as $450.6 million, compared to $350.3 million a year ago. Relative revenue contributions of the government and the private sector were 59% and 41% and last year, 55% and 45%. These percentages tell an important story deserving to be clarified, as they contradict the prevailing narrative.\nThe prevailing narrative is that Palantir will move away from the government business and generate significant growth in the private sector. Expanding on the above-mentioned percentages, Palantir’s reliance on government has increased in 9M 2021, compared to 9M 2020, and government revenues are growing at a much faster rate than revenues sourced from the private sector.\nSource: Palantir\nPersistent Losses Despite Soaring Revenues\nPalantir's long-term growth possibility in big data is frequently mentioned in bullish analysis, and with good cause. We've all learnt this through the rise of Metaverse Platforms (FB), which was one of the first corporations to collect massive amounts of data in order to monetize its customers. Palantir does have attractive growth prospects: It just reported that 3Q revenues were up 36% to $392 million, and the company expects an annual revenue growth rate of 40% for the year. The company has also stated that it expects at least 30% revenue growth from this year until 2025. While I do not contest that Palantir has potential for revenue growth, there are concerns I think are inadequately reflected in the company’s valuation.\nOne anticipated issue is that, while Palantir may be experiencing considerable revenue growth, how much of that increase actually reaches Palantir's shareholders? The answer, not a lot. Reviewing the last filing of financial statements, we can see that despite an eye-popping sales increase of 44% year-to-date, Palantir is not anywhere close to generating profits. Losses in 3Q were $102.1 million and the loss year-to-date is $364.2 million.\nSource: Palantir\nPalantir's lack of profitability is a major issue, and I keep asking myself, \"How long will shareholders tolerate Palantir losing so much money every quarter?\"\nThe fact that Palantir is not a startup adds to my concerns (which would be a feasible justification for losing so much money). Palantir, on the other hand, which was formed nearly two decades ago and has raised an estimated $2.6 billion in funding, continues to lose money. This is a track record that I find difficult to justify, particularly given Palantir's present multiple.\nSource: Crunchbase\nWhat Are You Paying For, Exactly?\nPalantir is doing an excellent job of presenting its potential, and the stock has a growth stock feel to it.\nBut since profits are not showing up on the profit statement after nearly two decades of operations, why exactly are investors paying a multiple of 28? Not even Netflix (NFLX) gets a multiple of 20 and it has been one of the fastest growing companies not only in the U.S., but in the world over the past two decades. The multiple is very hard to defend and not fitting for a company that is growing sales quickly.\nOn that note, Palantir isn’t exactly doubling sales every year. A 30% growth rate is good, but not impressive. And why would anyone want to overpay for Palantir’s sales growth, if competitors such as Splunk (SPLK) can be acquired for far lower sales multiples?\nData by YCharts\nA Few Words on Risks\nPalantir is growing revenues at around 30% annually, but if this growth can be maintained over the long term is another question. Also, can Palantir really turn a profit in the future, and if so, when? Why Palantir receives such a high multiple is beyond me. The big data company is one of the most overvalued and overhyped I've ever seen, which is why I consider Palantir's biggest risk as the excessively inflated multiple.\nMy Conclusion\nIt's absurd to pay 28 times revenues for a company that is losing money. The potential for revenue growth is undeniable; after all, big data is big business. However, after two decades of operations, shareholders should be able to expect a little more from Palantir, particularly management, in the form of profits or stock buybacks, or something similar. Palantir has done a fantastic job benefiting its selling shareholders, yet there is no deal to be had because there are no earnings. Palantir's valuation is a fairy tale, and like all fairy tales, it ends in a nasty awakening.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":822239551,"gmtCreate":1634133528243,"gmtModify":1634133528329,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/822239551","repostId":"1103390670","repostType":4,"repost":{"id":"1103390670","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634133314,"share":"https://www.laohu8.com/m/news/1103390670?lang=zh_CN&edition=full","pubTime":"2021-10-13 21:55","market":"us","language":"en","title":"ASML stock jumped 2.7% in morning trading<blockquote>ASML股价早盘上涨2.7%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103390670","media":"Tiger Newspress","summary":"ASML stock jumped 2.7% in morning trading as tech investors predicted it would grow into a $500 bill","content":"<p>ASML stock jumped 2.7% in morning trading as tech investors predicted it would grow into a $500 billion business next year.</p><p><blockquote>ASML股价在早盘交易中上涨2.7%,科技投资者预测该公司明年将发展成为价值5000亿美元的业务。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9e6ffed049b5177fc28c0ff7488fe9af\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ASML, a Dutch firm that makes high-tech machines used in semiconductor manufacturing, will see its market value climb from $302 billion to more than $500 billion next year, according to two tech investors.</p><p><blockquote>据两位科技投资者称,生产用于半导体制造的高科技机器的荷兰公司ASML明年的市值将从3020亿美元攀升至5000亿美元以上。</blockquote></p><p> Nathan Benaich, founder and general partner of boutique VC firm Air Street Capital, and Ian Hogarth, who sold his AI start-up Songkick to Warner Music Group, wrote in their annual “State of AI” report Tuesday that Europe’s largest tech company is the little-known “linchpin” in the global semiconductor industry.</p><p><blockquote>精品风险投资公司Air Street Capital的创始人兼普通合伙人内森·贝奈奇(Nathan Benaich)和将人工智能初创公司Songkick出售给华纳音乐集团的伊恩·霍加斯(Ian Hogarth)周二在年度“人工智能状况”报告中写道,这家欧洲最大的科技公司是全球半导体行业鲜为人知的“关键”。</blockquote></p><p> Founded in 1984, ASML provides chip makers with essential hardware, software and services to mass produce patterns on silicon using a method called lithography.</p><p><blockquote>ASML成立于1984年,为芯片制造商提供必要的硬件、软件和服务,以使用一种称为光刻的方法在硅上大规模生产图案。</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>ASML stock jumped 2.7% in morning trading<blockquote>ASML股价早盘上涨2.7%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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\">\nASML stock jumped 2.7% in morning trading<blockquote>ASML股价早盘上涨2.7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-13 21:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>ASML stock jumped 2.7% in morning trading as tech investors predicted it would grow into a $500 billion business next year.</p><p><blockquote>ASML股价在早盘交易中上涨2.7%,科技投资者预测该公司明年将发展成为价值5000亿美元的业务。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9e6ffed049b5177fc28c0ff7488fe9af\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> ASML, a Dutch firm that makes high-tech machines used in semiconductor manufacturing, will see its market value climb from $302 billion to more than $500 billion next year, according to two tech investors.</p><p><blockquote>据两位科技投资者称,生产用于半导体制造的高科技机器的荷兰公司ASML明年的市值将从3020亿美元攀升至5000亿美元以上。</blockquote></p><p> Nathan Benaich, founder and general partner of boutique VC firm Air Street Capital, and Ian Hogarth, who sold his AI start-up Songkick to Warner Music Group, wrote in their annual “State of AI” report Tuesday that Europe’s largest tech company is the little-known “linchpin” in the global semiconductor industry.</p><p><blockquote>精品风险投资公司Air Street Capital的创始人兼普通合伙人内森·贝奈奇(Nathan Benaich)和将人工智能初创公司Songkick出售给华纳音乐集团的伊恩·霍加斯(Ian Hogarth)周二在年度“人工智能状况”报告中写道,这家欧洲最大的科技公司是全球半导体行业鲜为人知的“关键”。</blockquote></p><p> Founded in 1984, ASML provides chip makers with essential hardware, software and services to mass produce patterns on silicon using a method called lithography.</p><p><blockquote>ASML成立于1984年,为芯片制造商提供必要的硬件、软件和服务,以使用一种称为光刻的方法在硅上大规模生产图案。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103390670","content_text":"ASML stock jumped 2.7% in morning trading as tech investors predicted it would grow into a $500 billion business next year.\n\nASML, a Dutch firm that makes high-tech machines used in semiconductor manufacturing, will see its market value climb from $302 billion to more than $500 billion next year, according to two tech investors.\nNathan Benaich, founder and general partner of boutique VC firm Air Street Capital, and Ian Hogarth, who sold his AI start-up Songkick to Warner Music Group, wrote in their annual “State of AI” report Tuesday that Europe’s largest tech company is the little-known “linchpin” in the global semiconductor industry.\nFounded in 1984, ASML provides chip makers with essential hardware, software and services to mass produce patterns on silicon using a method called lithography.","news_type":1,"symbols_score_info":{"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346429500,"gmtCreate":1618104431300,"gmtModify":1631890789461,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Pls like n comment (:","listText":"Pls like n comment (:","text":"Pls like n comment (:","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346429500","repostId":"1171250660","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":696284202,"gmtCreate":1640703700903,"gmtModify":1640703701224,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"How come?","listText":"How come?","text":"How come?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696284202","repostId":"1118096605","repostType":4,"isVote":1,"tweetType":1,"viewCount":3381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379518457,"gmtCreate":1618761058379,"gmtModify":1631890789444,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/379518457","repostId":"1175692875","repostType":4,"repost":{"id":"1175692875","kind":"news","pubTimestamp":1618582708,"share":"https://www.laohu8.com/m/news/1175692875?lang=zh_CN&edition=full","pubTime":"2021-04-16 22:18","market":"us","language":"en","title":"$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期:以下是将发生的变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175692875","media":"zerohedge","summary":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire","content":"<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然这不是四(甚至三)巫术日,但今天的大量每周期权将到期,其中可能一文不值,其他期权将为基础价格提供支持“引脚”。这就是为什么,尽管我们正在享受一个美丽的春季周,高盛指出,单一股票期权交易活动相对于历史水平有所上升。也就是说,4月份每日期权交易量增长了70%,高于3月30日年初至今24亿美元的低点。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总体而言,单个股票中有5440亿美元的期权将于今天到期,其中包括3050亿美元的评级。</b>因此,今天的到期对于平值(ATM)期权持有大量未平仓合约的股票可能很重要,因为做市商对其异常大的期权投资组合进行delta对冲将会很活跃。这种流动可能会抑制某些股票的波动,同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易?</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的维沙尔·维韦克(Vishal Vivek)所写,在重大到期时,期权交易者会跟踪以下情况:<b>大量未平仓合约即将到期。</b>在平价执行(执行价格等于或非常接近当前股价)中存在大量到期未平仓合约的情况下,delta对冲活动可能会影响标的股票当天的交易。如果做市商或其他对其头寸进行delta对冲的期权交易者是净多头ATM期权,则与到期相关的流量可能会产生抑制股价走势的效果,导致股价以大量未平仓合约在行权附近结算。这种情况通常被称为“pin”,对于试图进入/退出股票头寸的大型投资者来说是理想的情况。或者,如果delta对冲者是ATM期权的净空头(具有“负伽马”头寸),他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致具有大量ATM未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此,为了帮助寻求日内交易机会的交易者,这里有一个表格,列出了今天到期的ATM未平仓合约较大的可能焦点股票,并与标的股票的日均交易量进行了比较。正如高盛所说,“<i>如果未平仓合约占股票交易量的很大一部分,那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后,值得一提的是,今天早上我们在SpotGamma的朋友写道,这是一个相当奇怪的运营支出周期,“持续的几乎机械的出价推动市场走高。我们以前从未见过看涨期权墙“突破”过很多次,但我们在之前的笔记中提到过其他异常现象,例如净看跌期权销售。我们对此有一些理论,我们将在一篇更长的文章中发布。”</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法,由于隐含波动率现在已经压缩(即VIX处于新低),现在“长期”波动的潜力更大。回想一下最近市场的任何剧烈下跌都是如何被如此迅速地买入的(见下图)。<b>这些大幅走低与创纪录的VIX飙升同时发生,但随着VIX(即隐含波动率)的逆转,反射性的snap回调将带来同等力度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma的另一个奇怪观察:</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动率非常高时,它对市场走势非常敏感,也表明市场预计未来会有更大的波动。一旦市场暂停或抓住支撑位,隐含波动率就会迅速反转走低。<b>我们经常想到这样一个类比,如果鲨鱼停止游泳,它就会下沉(部分正确!).如果市场停止下跌,那么隐含波动率就会下降。</b>正如我们经常谈论的那样,较低的隐含波动率(即较低的VIX)表明做市商必须回购空头对冲,从而推动反弹。SG的结论是:目前较低的隐含波动率水平给了市场更多的下行火力。从较低的隐含波动率开始会“减缓”反应性的“snap回”购买机制。此外,当IV较低时,伽马较高,因此伽马翻转可能有更多的果汁。</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>$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期:以下是将发生的变化</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\">\n$544 Billion In Options Expire Today: Here's What Will Move<blockquote>5440亿美元期权今天到期:以下是将发生的变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-04-16 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p>While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.</p><p><blockquote>虽然这不是四(甚至三)巫术日,但今天的大量每周期权将到期,其中可能一文不值,其他期权将为基础价格提供支持“引脚”。这就是为什么,尽管我们正在享受一个美丽的春季周,高盛指出,单一股票期权交易活动相对于历史水平有所上升。也就是说,4月份每日期权交易量增长了70%,高于3月30日年初至今24亿美元的低点。</blockquote></p><p><b>In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.</b>As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.</p><p><blockquote><b>总体而言,单个股票中有5440亿美元的期权将于今天到期,其中包括3050亿美元的评级。</b>因此,今天的到期对于平值(ATM)期权持有大量未平仓合约的股票可能很重要,因为做市商对其异常大的期权投资组合进行delta对冲将会很活跃。这种流动可能会抑制某些股票的波动,同时加剧其他股票的股价波动。</blockquote></p><p>How to trade this?</p><p><blockquote>这个怎么交易?</blockquote></p><p>As Goldman's Vishal Vivek writes, at major expirations, options traders track situations where<b>a large amount of open interest is set to expire.</b>In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.</p><p><blockquote>正如高盛的维沙尔·维韦克(Vishal Vivek)所写,在重大到期时,期权交易者会跟踪以下情况:<b>大量未平仓合约即将到期。</b>在平价执行(执行价格等于或非常接近当前股价)中存在大量到期未平仓合约的情况下,delta对冲活动可能会影响标的股票当天的交易。如果做市商或其他对其头寸进行delta对冲的期权交易者是净多头ATM期权,则与到期相关的流量可能会产生抑制股价走势的效果,导致股价以大量未平仓合约在行权附近结算。这种情况通常被称为“pin”,对于试图进入/退出股票头寸的大型投资者来说是理想的情况。或者,如果delta对冲者是ATM期权的净空头(具有“负伽马”头寸),他们的对冲活动可能会加剧股价波动。</blockquote></p><p>What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.</p><p><blockquote>这意味着与到期相关的交易可能会导致具有大量ATM未平仓合约的股票的交易活动大幅回升。</blockquote></p><p>So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"<i>expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"</i></p><p><blockquote>因此,为了帮助寻求日内交易机会的交易者,这里有一个表格,列出了今天到期的ATM未平仓合约较大的可能焦点股票,并与标的股票的日均交易量进行了比较。正如高盛所说,“<i>如果未平仓合约占股票交易量的很大一部分,那么与到期相关的活动可能会产生更大的影响。”</i></blockquote></p><p><img src=\"https://static.tigerbbs.com/0dac61cb87c2f2700d8a0e8e64324f81\" tg-width=\"500\" tg-height=\"638\" referrerpolicy=\"no-referrer\">Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"</p><p><blockquote>最后,值得一提的是,今天早上我们在SpotGamma的朋友写道,这是一个相当奇怪的运营支出周期,“持续的几乎机械的出价推动市场走高。我们以前从未见过看涨期权墙“突破”过很多次,但我们在之前的笔记中提到过其他异常现象,例如净看跌期权销售。我们对此有一些理论,我们将在一篇更长的文章中发布。”</blockquote></p><p>According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).<b>These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.</b></p><p><blockquote>根据SG的说法,由于隐含波动率现在已经压缩(即VIX处于新低),现在“长期”波动的潜力更大。回想一下最近市场的任何剧烈下跌都是如何被如此迅速地买入的(见下图)。<b>这些大幅走低与创纪录的VIX飙升同时发生,但随着VIX(即隐含波动率)的逆转,反射性的snap回调将带来同等力度的市场复苏。</b></blockquote></p><p><img src=\"https://static.tigerbbs.com/ae7a60d873792b825bdda669cafa0ed3\" tg-width=\"500\" tg-height=\"297\" referrerpolicy=\"no-referrer\">And one other curious observation from SpotGamma:</p><p><blockquote>SpotGamma的另一个奇怪观察:</blockquote></p><p>When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. <b>We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.</b>With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.</p><p><blockquote>当隐含波动率非常高时,它对市场走势非常敏感,也表明市场预计未来会有更大的波动。一旦市场暂停或抓住支撑位,隐含波动率就会迅速反转走低。<b>我们经常想到这样一个类比,如果鲨鱼停止游泳,它就会下沉(部分正确!).如果市场停止下跌,那么隐含波动率就会下降。</b>正如我们经常谈论的那样,较低的隐含波动率(即较低的VIX)表明做市商必须回购空头对冲,从而推动反弹。SG的结论是:目前较低的隐含波动率水平给了市场更多的下行火力。从较低的隐含波动率开始会“减缓”反应性的“snap回”购买机制。此外,当IV较低时,伽马较高,因此伽马翻转可能有更多的果汁。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">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",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://www.zerohedge.com/markets/544-billion-options-expire-today-heres-what-will-move?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175692875","content_text":"While it's not quad (or even triple) witching day, today's a whole lot of weekly options will expire, may of which will be worthless, and others will be providing a supporting \"pin\" to underlying prices. It's why, even though we are enjoying a beautiful spring week, Goldman notes that single stock options trading activity is elevated relative to historical levels. To wit, daily options volumes are up 70% in April, up from YTD lows of $2.4bn on 30-Mar.In total, across single stocks, $544BN of options are set to expiry today, including $305BN calls.As such, today’s expiry could be important for stocks with large open interest in at-the-money(ATM) options, as market makers delta-hedging their unusually large options portfolios will be active. This flow is likely to dampen volatility in some names while exacerbating stock price moves in others.How to trade this?As Goldman's Vishal Vivek writes, at major expirations, options traders track situations wherea large amount of open interest is set to expire.In situations where there is a significant amount of expiring open interest in at-the-money strikes (strike prices at or very near the current stockprice), delta-hedging activity can impact the underlying stock’s trading that day. If market makers or other options traders who delta-hedge their positions are net long ATM options, expiration-related flow could have the effect of dampening stock price movements, causing the stock price to settle near the strike with large open interest. This situation is often referred to as a “pin” and can be an ideal situation fora large investor trying to enter/exit a stock position. Alternatively, if delta-hedgers are net short ATM options (have a “negative gamma” position), their hedging activity could exacerbate stock price moves.What that means it expiration-related trades may cause trading activity to aggressively pick up for stocks with a significant amount of ATM open interest.So to help traders looking to hop on for daytrading opportunities, here is a table identifying possible focus stocks with large ATM open interest expiring today, which is compared to the average daily volume of the underlying stocks. As Goldman puts it, \"expiration-related activity is likely to have more of an impact if the open interest represents a significant percentage of the stock’s volume.\"Finally, for what it's worth, this morning our friends at SpotGamma write that this has been a rather strange OPEX cycle, \"with a consistent almost mechanical bid pushing markets higher. We’ve not seen the Call Wall “breached” this many times before, but there are other aberrations that we’ve mentioned in previous notes – like net put sales. We’ve got some theories on this we are posting in a longer form piece.\"According to SG, because implied volatility has now compressed (ie VIX at new lows) there is now more potential for “long term” volatility. Recall how as of late any sharp, violent drop in markets was bought so quickly (see chart below).These bursts lower coincided with record VIX spikes, but a reflective snap-back bid would bring a market recovery of equal force as the VIX (i.e. implied volatility) reversed.And one other curious observation from SpotGamma:When implied volatility is very high, its very sensitive to market moves and also signaling that markets are expecting more large moves ahead. As soon as markets would pause or catch a support level, that implied volatility would quickly reverse lower. We often think of this analogy that if a shark stops swimming, it sinks ( partially true!). If the market stops dropping then Implied volatility sinks.With this, as we often talk about, lower implied volatility (ie lower VIX) signals market makers have to buy back short hedges which fuels rallies. SG's conclusion: this current level of lower implied volatility now gives the market more downside firepower. Starting with a lower implied volatility “slows down” that responsive “snap-back” buying mechanism. Additionally, gamma is higher when IV is lower so gamma flips may have more juice.","news_type":1,"symbols_score_info":{".SPX":0.9,"SPY":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":696339994,"gmtCreate":1640615897526,"gmtModify":1640615899442,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Will u buu?","listText":"Will u buu?","text":"Will u buu?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/696339994","repostId":"1159836216","repostType":4,"repost":{"id":"1159836216","kind":"news","pubTimestamp":1640615243,"share":"https://www.laohu8.com/m/news/1159836216?lang=zh_CN&edition=full","pubTime":"2021-12-27 22:27","market":"us","language":"en","title":"GameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble.<blockquote>游戏驿站“正处于转型的早期阶段”。其股价可能会暴跌。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159836216","media":"Barrons","summary":"As this year comes to an end, arguments about whether to buy or sell highflying meme stock GameStop ","content":"<p>As this year comes to an end, arguments about whether to buy or sell highflying meme stock GameStop haven’t changed. It’s still a question of belief in what the videogame retailer could become versus what it currently is. But trying to quantify the former results in a stock that is worth a fraction of what it is now, according to one analyst.</p><p><blockquote>随着今年接近尾声,关于是否买入或卖出飙升的模因股票游戏驿站的争论并没有改变。这仍然是一个对视频游戏零售商可能成为什么样的信念问题,而不是现在的样子。但一位分析师表示,试图量化一只价值只是现在一小部分的股票的结果。</blockquote></p><p> GameStop (ticker: GME), the original meme stock, has been one of the best performers this year. Its shares have gained 707% to $152.14 in 2021, easily outpacing the S&P 500’s 26% rise and the Dow Jones Industrial Average’s 17% gain.</p><p><blockquote>最初的meme股票游戏驿站(股票代码:GME)是今年表现最好的股票之一。2021年,其股价上涨707%,至152.14美元,轻松超过标准普尔500指数26%的涨幅和道琼斯工业平均指数17%的涨幅。</blockquote></p><p> But the rise hasn’t been driven by how its business is doing. Instead, it became a favorite on social-media platform Reddit, to the point that it “no longer trades on traditional fundamental valuations or metrics, but on retail investors’ sentiment, hope, momentum, and the powers of crowds,” writes Ascendiant analyst Edward Woo.</p><p><blockquote>但这一增长并不是由其业务表现推动的。相反,它成为社交媒体平台Reddit上的最爱,以至于它“不再根据传统的基本面估值或指标进行交易,而是根据散户投资者的情绪、希望、势头和人群的力量进行交易”,Ascendiant分析师爱德华·吴。</blockquote></p><p> That adds to the risks for anyone who might think about shorting the company—remember, shares were trading over $300 as recently as June—but the fundamentals clearly point to weaker returns going ahead, Woo writes. Losses are still large, while sales of software declined 2% year over year during the most recent quarter as purchases continued to transition away from physical disks to downloads. The company hasn’t provided guidance.</p><p><blockquote>Woo写道,这增加了任何可能考虑做空该公司的人的风险——请记住,该公司的股价最近在6月份还超过300美元——但基本面显然表明未来的回报将会疲软。损失仍然很大,而由于购买继续从物理磁盘转向下载,最近一个季度软件销售额同比下降2%。该公司尚未提供指导。</blockquote></p><p> GameStop does, however, have a couple of things going for it. The first is its chairman, Ryan Cohen, who had success with Chewy (CHWY) and has brought in new management to help point the retailer in a new direction. It also has a lot of cash, about $1.4 billion, according to Woo, after selling a bunch of stock. That makes GameStop more like a venture capital investment, one that could branch out into non-fungible tokens, cryptocurrencies, or other businesses. But it’s also a very risky investment. As a result, Woo lowered his target on the stock to $23 from $24 on Monday, down 85% from this past Thursday’s close. The analyst has a Sell rating on the shares.</p><p><blockquote>然而,游戏驿站确实有一些优势。第一个是其董事长瑞安·科恩(Ryan Cohen),他在Chewy(CHWY)取得了成功,并引入了新的管理层来帮助这家零售商指明新的方向。Woo表示,在出售大量股票后,该公司还拥有大量现金,约为14亿美元。这使得游戏驿站更像是一项风险投资,可以扩展到不可替代的代币、加密货币或其他业务。但这也是一项风险很大的投资。因此,Woo将该股目标从周一的24美元下调至23美元,较上周四收盘价下跌85%。分析师对该股给予卖出评级。</blockquote></p><p> “We acknowledge Mr. Cohen’s success and talents and the large cash GameStop now has greatly [increased] the odds that it can pivot to be a successful e-commerce company,” Woo writes. “However, we are still very early in its transformation and investors are likely facing a very high risk/rewards scenario.”</p><p><blockquote>吴写道:“我们承认科恩先生的成功和才华,以及游戏驿站现在拥有的大量现金极大地增加了其成为一家成功电子商务公司的可能性。”“然而,我们仍处于转型的早期阶段,投资者可能面临非常高的风险/回报情况。”</blockquote></p><p> Not like that has ever stopped anyone.</p><p><blockquote>这从来没有阻止过任何人。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble.<blockquote>游戏驿站“正处于转型的早期阶段”。其股价可能会暴跌。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Is ‘Very Early in Its Transformation.’ Its Stock Could Tumble.<blockquote>游戏驿站“正处于转型的早期阶段”。其股价可能会暴跌。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-27 22:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As this year comes to an end, arguments about whether to buy or sell highflying meme stock GameStop haven’t changed. It’s still a question of belief in what the videogame retailer could become versus what it currently is. But trying to quantify the former results in a stock that is worth a fraction of what it is now, according to one analyst.</p><p><blockquote>随着今年接近尾声,关于是否买入或卖出飙升的模因股票游戏驿站的争论并没有改变。这仍然是一个对视频游戏零售商可能成为什么样的信念问题,而不是现在的样子。但一位分析师表示,试图量化一只价值只是现在一小部分的股票的结果。</blockquote></p><p> GameStop (ticker: GME), the original meme stock, has been one of the best performers this year. Its shares have gained 707% to $152.14 in 2021, easily outpacing the S&P 500’s 26% rise and the Dow Jones Industrial Average’s 17% gain.</p><p><blockquote>最初的meme股票游戏驿站(股票代码:GME)是今年表现最好的股票之一。2021年,其股价上涨707%,至152.14美元,轻松超过标准普尔500指数26%的涨幅和道琼斯工业平均指数17%的涨幅。</blockquote></p><p> But the rise hasn’t been driven by how its business is doing. Instead, it became a favorite on social-media platform Reddit, to the point that it “no longer trades on traditional fundamental valuations or metrics, but on retail investors’ sentiment, hope, momentum, and the powers of crowds,” writes Ascendiant analyst Edward Woo.</p><p><blockquote>但这一增长并不是由其业务表现推动的。相反,它成为社交媒体平台Reddit上的最爱,以至于它“不再根据传统的基本面估值或指标进行交易,而是根据散户投资者的情绪、希望、势头和人群的力量进行交易”,Ascendiant分析师爱德华·吴。</blockquote></p><p> That adds to the risks for anyone who might think about shorting the company—remember, shares were trading over $300 as recently as June—but the fundamentals clearly point to weaker returns going ahead, Woo writes. Losses are still large, while sales of software declined 2% year over year during the most recent quarter as purchases continued to transition away from physical disks to downloads. The company hasn’t provided guidance.</p><p><blockquote>Woo写道,这增加了任何可能考虑做空该公司的人的风险——请记住,该公司的股价最近在6月份还超过300美元——但基本面显然表明未来的回报将会疲软。损失仍然很大,而由于购买继续从物理磁盘转向下载,最近一个季度软件销售额同比下降2%。该公司尚未提供指导。</blockquote></p><p> GameStop does, however, have a couple of things going for it. The first is its chairman, Ryan Cohen, who had success with Chewy (CHWY) and has brought in new management to help point the retailer in a new direction. It also has a lot of cash, about $1.4 billion, according to Woo, after selling a bunch of stock. That makes GameStop more like a venture capital investment, one that could branch out into non-fungible tokens, cryptocurrencies, or other businesses. But it’s also a very risky investment. As a result, Woo lowered his target on the stock to $23 from $24 on Monday, down 85% from this past Thursday’s close. The analyst has a Sell rating on the shares.</p><p><blockquote>然而,游戏驿站确实有一些优势。第一个是其董事长瑞安·科恩(Ryan Cohen),他在Chewy(CHWY)取得了成功,并引入了新的管理层来帮助这家零售商指明新的方向。Woo表示,在出售大量股票后,该公司还拥有大量现金,约为14亿美元。这使得游戏驿站更像是一项风险投资,可以扩展到不可替代的代币、加密货币或其他业务。但这也是一项风险很大的投资。因此,Woo将该股目标从周一的24美元下调至23美元,较上周四收盘价下跌85%。分析师对该股给予卖出评级。</blockquote></p><p> “We acknowledge Mr. Cohen’s success and talents and the large cash GameStop now has greatly [increased] the odds that it can pivot to be a successful e-commerce company,” Woo writes. “However, we are still very early in its transformation and investors are likely facing a very high risk/rewards scenario.”</p><p><blockquote>吴写道:“我们承认科恩先生的成功和才华,以及游戏驿站现在拥有的大量现金极大地增加了其成为一家成功电子商务公司的可能性。”“然而,我们仍处于转型的早期阶段,投资者可能面临非常高的风险/回报情况。”</blockquote></p><p> Not like that has ever stopped anyone.</p><p><blockquote>这从来没有阻止过任何人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/gamestop-new-stock-price-target-analyst-51640613653?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.barrons.com/articles/gamestop-new-stock-price-target-analyst-51640613653?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159836216","content_text":"As this year comes to an end, arguments about whether to buy or sell highflying meme stock GameStop haven’t changed. It’s still a question of belief in what the videogame retailer could become versus what it currently is. But trying to quantify the former results in a stock that is worth a fraction of what it is now, according to one analyst.\nGameStop (ticker: GME), the original meme stock, has been one of the best performers this year. Its shares have gained 707% to $152.14 in 2021, easily outpacing the S&P 500’s 26% rise and the Dow Jones Industrial Average’s 17% gain.\nBut the rise hasn’t been driven by how its business is doing. Instead, it became a favorite on social-media platform Reddit, to the point that it “no longer trades on traditional fundamental valuations or metrics, but on retail investors’ sentiment, hope, momentum, and the powers of crowds,” writes Ascendiant analyst Edward Woo.\nThat adds to the risks for anyone who might think about shorting the company—remember, shares were trading over $300 as recently as June—but the fundamentals clearly point to weaker returns going ahead, Woo writes. Losses are still large, while sales of software declined 2% year over year during the most recent quarter as purchases continued to transition away from physical disks to downloads. The company hasn’t provided guidance.\nGameStop does, however, have a couple of things going for it. The first is its chairman, Ryan Cohen, who had success with Chewy (CHWY) and has brought in new management to help point the retailer in a new direction. It also has a lot of cash, about $1.4 billion, according to Woo, after selling a bunch of stock. That makes GameStop more like a venture capital investment, one that could branch out into non-fungible tokens, cryptocurrencies, or other businesses. But it’s also a very risky investment. As a result, Woo lowered his target on the stock to $23 from $24 on Monday, down 85% from this past Thursday’s close. The analyst has a Sell rating on the shares.\n“We acknowledge Mr. Cohen’s success and talents and the large cash GameStop now has greatly [increased] the odds that it can pivot to be a successful e-commerce company,” Woo writes. “However, we are still very early in its transformation and investors are likely facing a very high risk/rewards scenario.”\nNot like that has ever stopped anyone.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603753931,"gmtCreate":1638455582090,"gmtModify":1638455582253,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Money fly away","listText":"Money fly away","text":"Money fly away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/603753931","repostId":"2188515097","repostType":4,"isVote":1,"tweetType":1,"viewCount":1113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609981795,"gmtCreate":1638231522867,"gmtModify":1638231523225,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Money ","listText":"Money ","text":"Money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609981795","repostId":"2187306464","repostType":4,"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841045423,"gmtCreate":1635865333312,"gmtModify":1635865333442,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841045423","repostId":"1118038660","repostType":4,"repost":{"id":"1118038660","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1635865044,"share":"https://www.laohu8.com/m/news/1118038660?lang=zh_CN&edition=full","pubTime":"2021-11-02 22:57","market":"us","language":"en","title":"Avis Budget and Under Armour shares popped after Q3 results surpassing estimates<blockquote>第三季度业绩超出预期后,Avis Budget和Under Armour股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118038660","media":"Tiger Newspress","summary":"Avis Budget and Under Armour shares popped after Q3 results surpassing estimates.\nAvis Budget Popped","content":"<p>Avis Budget and Under Armour shares popped after Q3 results surpassing estimates.</p><p><blockquote>第三季度业绩超出预期后,Avis Budget和Under Armour股价上涨。</blockquote></p><p> Avis Budget Popped 212% with multiple fuses in morning trading after Q3 earnings and revenues surpassing estimates.</p><p><blockquote>在第三季度盈利和收入超出预期后,Avis Budget在早盘交易中因多次熔断而上涨212%。</blockquote></p><p> Avis Budget Group reported quarterly earnings of $10.74 per share which beat the analyst consensus estimate of $6.50 by 65.23 percent. This is a 850.44 percent increase over earnings of $1.13 per share from the same period last year. The company reported quarterly sales of $3.00 billion which beat the analyst consensus estimate of $2.72 billion by 10.33 percent. This is a 95.63 percent increase over sales of $1.53 billion the same period last year.</p><p><blockquote>Avis Budget Group报告季度收益为每股10.74美元,比分析师普遍预期的6.50美元高出65.23%。与去年同期每股收益1.13美元相比,增长了850.44%。该公司报告季度销售额为30亿美元,比分析师普遍预期的27.2亿美元高出10.33%。这比去年同期15.3亿美元的销售额增长了95.63%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4c71b87bff736a55318fcffbc8e63ac1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Under Armour shares spiked 17% on Q3 earnings beat, raised FY21 outlook.</p><p><blockquote>Under Armour股价因第三季度盈利超出预期而飙升17%,并上调了2021财年前景。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eabceab0d600f93a674a77fe780a449\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <ul> <li><b>Under Armour Inc</b> reported third-quarter FY21 sales growth of 7.9% year-on-year, to $1.55 billion, beating the analyst consensus of $1.48 billion.</li> <li>Wholesale revenue increased 10% Y/Y to $911 million, and direct-to-consumer revenue rose 12% to $604 million.</li> <li>Apparel revenue grew 14% Y/Y, Footwear climbed 10%, while Accessories revenue decreased 13%.</li> <li>The gross profit rose 15% Y/Y to $788 million, and the gross margin increased 310 basis points Y/Y to 51%.</li> <li>The operating margin expanded 700 basis points to 11.1%, and operating income for the quarter nearly tripled to $172 million.</li> <li>The company held $1.3 billion in cash and equivalents as of September 30, 2021. Cash provided by operating activities for the nine months totaled $209.8 million.</li> <li>Adjusted EPS of $0.31 beat the analyst consensus of $0.10.</li> <li><b>Outlook</b>: Under Armour raised FY21 sales growth outlook to about 25% Y/Y (prior view low 20% range).</li> <li>The company raised the FY21 adjusted EPS outlook to about $0.74 (prior view $0.50 - $0.52).</li> </ul></p><p><blockquote><ul><li><b>安德玛公司</b>报告称,2021财年第三季度销售额同比增长7.9%,达到15.5亿美元,超出分析师预期的14.8亿美元。</li><li>批发收入同比增长10%至9.11亿美元,直接面向消费者的收入增长12%至6.04亿美元。</li><li>服装收入同比增长14%,鞋类收入增长10%,而配饰收入下降13%。</li><li>毛利润同比增长15%至7.88亿美元,毛利率同比增长310个基点至51%。</li><li>营业利润率扩大700个基点至11.1%,本季度营业收入增长近两倍至1.72亿美元。</li><li>截至2021年9月30日,该公司持有13亿美元现金及等价物。九个月经营活动提供的现金总额为2.098亿美元。</li><li>调整后每股收益为0.31美元,超过分析师预期的0.10美元。</li><li><b>世界观</b>:Under Armour将2021财年销售增长预期上调至约25%Y/Y(之前观点较低的20%范围)。</li><li>该公司将2021财年调整后每股收益预期上调至约0.74美元(之前预期为0.50-0.52美元)。</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Avis Budget and Under Armour shares popped after Q3 results surpassing estimates<blockquote>第三季度业绩超出预期后,Avis Budget和Under Armour股价上涨</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nAvis Budget and Under Armour shares popped after Q3 results surpassing estimates<blockquote>第三季度业绩超出预期后,Avis Budget和Under Armour股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-02 22:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Avis Budget and Under Armour shares popped after Q3 results surpassing estimates.</p><p><blockquote>第三季度业绩超出预期后,Avis Budget和Under Armour股价上涨。</blockquote></p><p> Avis Budget Popped 212% with multiple fuses in morning trading after Q3 earnings and revenues surpassing estimates.</p><p><blockquote>在第三季度盈利和收入超出预期后,Avis Budget在早盘交易中因多次熔断而上涨212%。</blockquote></p><p> Avis Budget Group reported quarterly earnings of $10.74 per share which beat the analyst consensus estimate of $6.50 by 65.23 percent. This is a 850.44 percent increase over earnings of $1.13 per share from the same period last year. The company reported quarterly sales of $3.00 billion which beat the analyst consensus estimate of $2.72 billion by 10.33 percent. This is a 95.63 percent increase over sales of $1.53 billion the same period last year.</p><p><blockquote>Avis Budget Group报告季度收益为每股10.74美元,比分析师普遍预期的6.50美元高出65.23%。与去年同期每股收益1.13美元相比,增长了850.44%。该公司报告季度销售额为30亿美元,比分析师普遍预期的27.2亿美元高出10.33%。这比去年同期15.3亿美元的销售额增长了95.63%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4c71b87bff736a55318fcffbc8e63ac1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Under Armour shares spiked 17% on Q3 earnings beat, raised FY21 outlook.</p><p><blockquote>Under Armour股价因第三季度盈利超出预期而飙升17%,并上调了2021财年前景。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4eabceab0d600f93a674a77fe780a449\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <ul> <li><b>Under Armour Inc</b> reported third-quarter FY21 sales growth of 7.9% year-on-year, to $1.55 billion, beating the analyst consensus of $1.48 billion.</li> <li>Wholesale revenue increased 10% Y/Y to $911 million, and direct-to-consumer revenue rose 12% to $604 million.</li> <li>Apparel revenue grew 14% Y/Y, Footwear climbed 10%, while Accessories revenue decreased 13%.</li> <li>The gross profit rose 15% Y/Y to $788 million, and the gross margin increased 310 basis points Y/Y to 51%.</li> <li>The operating margin expanded 700 basis points to 11.1%, and operating income for the quarter nearly tripled to $172 million.</li> <li>The company held $1.3 billion in cash and equivalents as of September 30, 2021. Cash provided by operating activities for the nine months totaled $209.8 million.</li> <li>Adjusted EPS of $0.31 beat the analyst consensus of $0.10.</li> <li><b>Outlook</b>: Under Armour raised FY21 sales growth outlook to about 25% Y/Y (prior view low 20% range).</li> <li>The company raised the FY21 adjusted EPS outlook to about $0.74 (prior view $0.50 - $0.52).</li> </ul></p><p><blockquote><ul><li><b>安德玛公司</b>报告称,2021财年第三季度销售额同比增长7.9%,达到15.5亿美元,超出分析师预期的14.8亿美元。</li><li>批发收入同比增长10%至9.11亿美元,直接面向消费者的收入增长12%至6.04亿美元。</li><li>服装收入同比增长14%,鞋类收入增长10%,而配饰收入下降13%。</li><li>毛利润同比增长15%至7.88亿美元,毛利率同比增长310个基点至51%。</li><li>营业利润率扩大700个基点至11.1%,本季度营业收入增长近两倍至1.72亿美元。</li><li>截至2021年9月30日,该公司持有13亿美元现金及等价物。九个月经营活动提供的现金总额为2.098亿美元。</li><li>调整后每股收益为0.31美元,超过分析师预期的0.10美元。</li><li><b>世界观</b>:Under Armour将2021财年销售增长预期上调至约25%Y/Y(之前观点较低的20%范围)。</li><li>该公司将2021财年调整后每股收益预期上调至约0.74美元(之前预期为0.50-0.52美元)。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAR":"安飞士","UA":"安德玛公司C类股","UAA":"安德玛公司A类股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118038660","content_text":"Avis Budget and Under Armour shares popped after Q3 results surpassing estimates.\nAvis Budget Popped 212% with multiple fuses in morning trading after Q3 earnings and revenues surpassing estimates.\nAvis Budget Group reported quarterly earnings of $10.74 per share which beat the analyst consensus estimate of $6.50 by 65.23 percent. This is a 850.44 percent increase over earnings of $1.13 per share from the same period last year. The company reported quarterly sales of $3.00 billion which beat the analyst consensus estimate of $2.72 billion by 10.33 percent. This is a 95.63 percent increase over sales of $1.53 billion the same period last year.\n\nUnder Armour shares spiked 17% on Q3 earnings beat, raised FY21 outlook.\n\n\nUnder Armour Inc reported third-quarter FY21 sales growth of 7.9% year-on-year, to $1.55 billion, beating the analyst consensus of $1.48 billion.\nWholesale revenue increased 10% Y/Y to $911 million, and direct-to-consumer revenue rose 12% to $604 million.\nApparel revenue grew 14% Y/Y, Footwear climbed 10%, while Accessories revenue decreased 13%.\nThe gross profit rose 15% Y/Y to $788 million, and the gross margin increased 310 basis points Y/Y to 51%.\nThe operating margin expanded 700 basis points to 11.1%, and operating income for the quarter nearly tripled to $172 million.\nThe company held $1.3 billion in cash and equivalents as of September 30, 2021. Cash provided by operating activities for the nine months totaled $209.8 million.\nAdjusted EPS of $0.31 beat the analyst consensus of $0.10.\nOutlook: Under Armour raised FY21 sales growth outlook to about 25% Y/Y (prior view low 20% range).\nThe company raised the FY21 adjusted EPS outlook to about $0.74 (prior view $0.50 - $0.52).","news_type":1,"symbols_score_info":{"UAA":0.9,"UA":0.9,"CAR":0.9}},"isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853404137,"gmtCreate":1634827606513,"gmtModify":1634827893719,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Woww","listText":"Woww","text":"Woww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/853404137","repostId":"1174670603","repostType":4,"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826408607,"gmtCreate":1634044847083,"gmtModify":1634044850510,"author":{"id":"3577791168754223","authorId":"3577791168754223","name":"cuscous","avatar":"https://static.tigerbbs.com/1cfa8d6707aed819f38da0e63e6b85c9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577791168754223","idStr":"3577791168754223"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826408607","repostId":"1186692179","repostType":4,"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}