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2021-04-28

Awesome

Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次打破盈利上限。这对股票意味着什么。</blockquote>

2021-04-23

Like and comment thanks

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2021-04-28

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2021-03-16

Like and comment thanks 😊

Is Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote>

2021-03-20

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2021-03-17

Like and comment thanks 😊

Why One Analyst Thinks Apple Shares Still Look Cheap<blockquote>为什么一位分析师认为苹果股价看起来仍然便宜</blockquote>

2021-03-13

Hope the slip is only temporary

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2021-04-01

Go apple 🍎

LIVE MARKETS-Stocks higher to open Q2 as S&P clears 4k<blockquote>实时市场-随着标准普尔指数突破4k，股市第二季度开盘走高</blockquote>

2021-03-11

$Costco(COST)$ Appreciating [开心]

2021-03-12

[开心] yes appreciate more pls

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What That Would Mean for the Stock.<blockquote>苹果可能会再次打破盈利上限。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</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>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次打破盈利上限。这对股票意味着什么。</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\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次打破盈利上限。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372980984,"gmtCreate":1619168056848,"gmtModify":1634288042916,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372980984","repostId":"1143062408","repostType":4,"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342453525,"gmtCreate":1618238460867,"gmtModify":1634294227417,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Up up&nbsp;[财迷]&nbsp;","listText":"Up up&nbsp;[财迷]&nbsp;","text":"Up up [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342453525","repostId":"1142646705","repostType":2,"isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340578605,"gmtCreate":1617440808607,"gmtModify":1634520935274,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Coins&nbsp;[开心]&nbsp;","listText":"Coins&nbsp;[开心]&nbsp;","text":"Coins [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340578605","repostId":"2124124756","repostType":2,"repost":{"id":"2124124756","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617402120,"share":"https://www.laohu8.com/m/news/2124124756?lang=zh_CN&edition=full","pubTime":"2021-04-03 06:22","market":"us","language":"en","title":"BRIEF-Palantir Technologies Says Co & Unit Entered Into Amendment No. 11 To Revolving Credit Agreement & Incremental Agreement<blockquote>简介-Palantir Technologies表示Co&amp;Unit已签订循环信贷协议和增量协议第11号修正案</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2124124756","media":"Reuters","summary":"April 2 (Reuters) - Palantir Technologies Inc   :   * PALANTIR TECHNOLOGIES - ON APRIL 1, CO, UNIT P","content":"<p><html><body>April 2 (Reuters) - Palantir Technologies Inc   :</p><p><blockquote><html><body>路透4月2日-Palantir Technologies Inc：</body></html></blockquote></p><p>   * PALANTIR TECHNOLOGIES - ON APRIL 1, CO, UNIT PALANTIR USG ENTERED INTO AMENDMENT NO. 11 TO REVOLVING CREDIT AGREEMENT &amp; INCREMENTAL AGREEMENT</p><p><blockquote>*PALANTIR TECHNOLOGIES–4月1日，CO，PALANTIR USG部门签订了第11号修正案。循环信贷协议和增量协议第11条</blockquote></p><p>   * PALANTIR TECHNOLOGIES - AMENDMENT PROVIDES FOR INCREASE OF $200 MILLION TO REVOLVING COMMITMENTS OF EXISTING LENDERS UNDER EXISTING CREDIT AGREEMENT</p><p><blockquote>*PALANTIR TECHNOLOGIES–修正案规定现有贷款人根据现有信贷协议的循环承诺增加2亿美元</blockquote></p><p>   * PALANTIR TECHNOLOGIES - AMENDMENT PROVIDES FOR INCREMENTAL LOAN FACILITY OF ADDITIONAL TERM LOANS OR REVOLVING LOANS OF UP TO $100 MILLION</p><p><blockquote>*PALANTIR TECHNOLOGIES–修正案规定了高达1亿美元的额外定期贷款或循环贷款的增量贷款便利</blockquote></p><p>   * PALANTIR TECHNOLOGIES - AT CLOSING OF ELEVENTH AMENDMENT, PREPAID ALL OF ITS OUTSTANDING TERM LOANS UNDER CREDIT AGREEMENT IN AMOUNT OF $200 MILLION</p><p><blockquote>*PALANTIR TECHNOLOGIES–在第十一次修正案结束时，根据信贷协议预付了所有未偿还的定期贷款，金额为2亿美元</blockquote></p><p>Source text: ()  Further company coverage:   </p><p><blockquote>源文本：()更多公司报道：</blockquote></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p><p><blockquote>（（Reuters.Briefs@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Palantir Technologies Says Co & Unit Entered Into Amendment No. 11 To Revolving Credit Agreement & Incremental Agreement<blockquote>简介-Palantir Technologies表示Co&amp;Unit已签订循环信贷协议和增量协议第11号修正案</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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-Palantir Technologies Says Co & Unit Entered Into Amendment No. 11 To Revolving Credit Agreement & Incremental Agreement<blockquote>简介-Palantir Technologies表示Co&amp;Unit已签订循环信贷协议和增量协议第11号修正案</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time smaller\">2021-04-03 06:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>April 2 (Reuters) - Palantir Technologies Inc   :</p><p><blockquote><html><body>路透4月2日-Palantir Technologies Inc：</body></html></blockquote></p><p>   * PALANTIR TECHNOLOGIES - ON APRIL 1, CO, UNIT PALANTIR USG ENTERED INTO AMENDMENT NO. 11 TO REVOLVING CREDIT AGREEMENT &amp; INCREMENTAL AGREEMENT</p><p><blockquote>*PALANTIR TECHNOLOGIES–4月1日，CO，PALANTIR USG部门签订了第11号修正案。循环信贷协议和增量协议第11条</blockquote></p><p>   * PALANTIR TECHNOLOGIES - AMENDMENT PROVIDES FOR INCREASE OF $200 MILLION TO REVOLVING COMMITMENTS OF EXISTING LENDERS UNDER EXISTING CREDIT AGREEMENT</p><p><blockquote>*PALANTIR TECHNOLOGIES–修正案规定现有贷款人根据现有信贷协议的循环承诺增加2亿美元</blockquote></p><p>   * PALANTIR TECHNOLOGIES - AMENDMENT PROVIDES FOR INCREMENTAL LOAN FACILITY OF ADDITIONAL TERM LOANS OR REVOLVING LOANS OF UP TO $100 MILLION</p><p><blockquote>*PALANTIR TECHNOLOGIES–修正案规定了高达1亿美元的额外定期贷款或循环贷款的增量贷款便利</blockquote></p><p>   * PALANTIR TECHNOLOGIES - AT CLOSING OF ELEVENTH AMENDMENT, PREPAID ALL OF ITS OUTSTANDING TERM LOANS UNDER CREDIT AGREEMENT IN AMOUNT OF $200 MILLION</p><p><blockquote>*PALANTIR TECHNOLOGIES–在第十一次修正案结束时，根据信贷协议预付了所有未偿还的定期贷款，金额为2亿美元</blockquote></p><p>Source text: ()  Further company coverage:   </p><p><blockquote>源文本：()更多公司报道：</blockquote></p><p> ((Reuters.Briefs@thomsonreuters.com;))</p><p><blockquote>（（Reuters.Briefs@thomsonreuters.com；））</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124124756","content_text":"April 2 (Reuters) - Palantir Technologies Inc   :   * PALANTIR TECHNOLOGIES - ON APRIL 1, CO, UNIT PALANTIR USG ENTERED INTO AMENDMENT NO. 11 TO REVOLVING CREDIT AGREEMENT & INCREMENTAL AGREEMENT   * PALANTIR TECHNOLOGIES - AMENDMENT PROVIDES FOR INCREASE OF $200 MILLION TO REVOLVING COMMITMENTS OF EXISTING LENDERS UNDER EXISTING CREDIT AGREEMENT   * PALANTIR TECHNOLOGIES - AMENDMENT PROVIDES FOR INCREMENTAL LOAN FACILITY OF ADDITIONAL TERM LOANS OR REVOLVING LOANS OF UP TO $100 MILLION   * PALANTIR TECHNOLOGIES - AT CLOSING OF ELEVENTH AMENDMENT, PREPAID ALL OF ITS OUTSTANDING TERM LOANS UNDER CREDIT AGREEMENT IN AMOUNT OF $200 MILLIONSource text: ()  Further company coverage:    ((Reuters.Briefs@thomsonreuters.com;))","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357707029,"gmtCreate":1617293715461,"gmtModify":1634521542576,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Gogo apple🍎","listText":"Gogo apple🍎","text":"Gogo apple🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357707029","repostId":"2124783528","repostType":2,"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357471412,"gmtCreate":1617292577636,"gmtModify":1634521551073,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Go apple 🍎","listText":"Go apple 🍎","text":"Go apple 🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357471412","repostId":"2124167782","repostType":2,"repost":{"id":"2124167782","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617287569,"share":"https://www.laohu8.com/m/news/2124167782?lang=zh_CN&edition=full","pubTime":"2021-04-01 22:32","market":"us","language":"en","title":"LIVE MARKETS-Stocks higher to open Q2 as S&P clears 4k<blockquote>实时市场-随着标准普尔指数突破4k，股市第二季度开盘走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2124167782","media":"Reuters","summary":"* U.S. equity indexes rise; Nasdaq, small caps out front   * Tech leads S&P sector gainers; staples ","content":"<p><html><body>* U.S. equity indexes rise; Nasdaq, small caps out front</p><p><blockquote><html><body>*美国股指上涨；纳斯达克，小盘股领先</body></html></blockquote></p><p>   * Tech leads S&amp;P sector gainers; staples weakest group</p><p><blockquote>*科技股领涨标准普尔板块；史泰博最弱群体</blockquote></p><p>   * Euro STOXX 600 up ~0.6%</p><p><blockquote>*欧洲斯托克600指数上涨约0.6%</blockquote></p><p>   * Dollar slips; gold, crude rise</p><p><blockquote>*美元滑；黄金、原油上涨</blockquote></p><p>   * U.S. 10-Year Treasury yield  ~1.70%</p><p><blockquote>*美国10年期国债收益率~1.70%</blockquote></p><p>    April 1 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p><p><blockquote>4月1日——欢迎来到路透社记者为您带来的实时市场报道之家。您可以通过markets.research@thomsonreuters.com与我们分享您的想法</blockquote></p><p>   STOCKS HIGHER TO OPEN Q2 AS S&amp;P CLEARS 4K (1021 EDT/1421 GMT)</p><p><blockquote>随着标准普尔指数突破4K，股市第二季度开盘走高（美国东部夏令时间1021日/格林尼治标准时间1421日）</blockquote></p><p>   Major U.S. indexes are higher out of the opening gate to start the second quarter, with the S&amp;P 500    clearing the 4,000 mark for the first time, paced by gains in the tech sector</p><p><blockquote>美国主要股指在第二季度伊始就走高，在科技板块上涨的推动下，标普500首次突破4,000点大关</blockquote></p><p>  as the yield on the benchmark 10-year U.S. treasury note    edged below 1.7%. </p><p><blockquote>随着基准10年期美国国债收益率小幅跌破1.7%。</blockquote></p><p>   The benchmark S&amp;P 500 first crossed the 3,000 mark on July 10, 2019, while the 2,000 hurdle was initially cleared on August 25, 2014. </p><p><blockquote>基准标普500于2019年7月10日首次突破3000点大关，而2000点大关最初于2014年8月25日被清除。</blockquote></p><p>   Of the three major indexes, the Nasdaq    is leading the way higher, as mega-caps Apple   , Microsoft &lt;&gt;MSFT.O&gt; and Amazon.com    are all advancing by at least 1%.  </p><p><blockquote>在三大指数中，纳斯达克领涨，大型股苹果、微软&lt;&gt;MSFT.O&gt;和亚马逊均上涨至少1%。</blockquote></p><p>   Investors were able to look past a softer than expected initial jobless claims report as increasing vaccinations have fueled optimism the labor market will continue to improve.</p><p><blockquote>投资者能够忽略弱于预期的首次申请失业救济报告，因为疫苗接种的增加激发了人们对劳动力市场将继续改善的乐观情绪。</blockquote></p><p>   Other data showed construction spending for February fell, but came in above expectations, while the Institute for Supply Management <a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a> said its index of national factory activity jumped to a reading of 64.7 in March, its highest level in 37 years.   </p><p><blockquote>其他数据显示，2月份建筑支出下降，但高于预期，而供应管理协会<a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a>表示，3月份全国工厂活动指数跃升至64.7，为37年来的最高水平。</blockquote></p><p>   Below is your market snapshot: </p><p><blockquote>以下是您的市场快照：</blockquote></p><p>   (Chuck Mikolajczak) </p><p><blockquote>（查克·米科莱恰克）</blockquote></p><p>   *****</p><p><blockquote>*****</blockquote></p><p>   NASDAQ 100 FUTURES: CLAW BACK CONTINUES (0900 EDT/1300 GMT)</p><p><blockquote>纳斯达克100期货：回调继续（0900 EDT/1300 GMT）</blockquote></p><p>   CME Nasdaq 100 futures    are popping to a 2-week high in premarket trade. This as the U.S. 10-Year Treasury yield</p><p><blockquote>CME纳斯达克100期货在盘前交易中飙升至两周高点。这是美国10年期国债收益率</blockquote></p><p> , which hit a high of 1.7760% on Tuesday, now deflates to around 1.70%.</p><p><blockquote>周二触及1.7760%的高点，目前回落至1.70%左右。</blockquote></p><p>   With Wednesday's strength, the futures overwhelmed a short-term resistance line from the February peak. However, the futures are now reaching levels that have hindered gains from late-February to mid-March:</p><p><blockquote>凭借周三的强势，期货突破了2月峰值的短期阻力线。然而，期货目前已达到阻碍2月底至3月中旬上涨的水平：</blockquote></p><p>   Indeed, the futures are now reaching the 61.8% Fibonacci retracement of the February/March slide at 13,241. This hurdle capped strength on a closing basis March 16 to March 18.</p><p><blockquote>事实上，期货目前已达到2月/3月下滑的61.8%斐波那契回撤位13,241。这一障碍限制了3月16日至3月18日收盘时的实力。</blockquote></p><p>   The February 25, March 2, and March 16 intraday highs run from 13,285 to 13,341. Thus, the 100-point zone running from around 13,241 to 13,341 offers a significant barrier.</p><p><blockquote>2月25日、3月2日和3月16日的盘中高点从13,285点到13,341点。因此，从13,241点到13,341点左右的100点区域提供了一个重要的障碍。</blockquote></p><p>   Of note, daily momentum studies are looking more constructive. The MACD bottomed on March 8, and crossed above its signal line on March 15. It is now rising to a more than 1-month high and challenging its zero line.</p><p><blockquote>值得注意的是，每日动量研究看起来更具建设性。MACD于3月8日触底，并于3月15日突破其信号线。目前升至1个多月高点，挑战零线。</blockquote></p><p>   Additional Fibonacci retracement hurdles can be found at 13,488/13,526.</p><p><blockquote>额外的斐波那契回撤障碍可以在13,488/13,526找到。</blockquote></p><p>   A reversal back below the broken resistance line, which should now act as support, and is now around 12,975, would put the futures on the back foot again. A break of the March 25 low, at 12,609, can put the early March trough at 12,194, and below, at risk.  </p><p><blockquote>如果跌破阻力线（该阻力线现在应该充当支撑位，目前位于12,975附近），将使期货再次陷入困境。突破3月25日低点12,609点可能会使3月初低点12,194点及以下面临风险。</blockquote></p><p>   Meanwhile, Nasdaq's recent claw back has coincided with the growth   /value    ratio chopping higher off its March 8 trough.  </p><p><blockquote>与此同时，纳斯达克最近的回调恰逢增长/价值比率从3月8日的低点大幅上升。</blockquote></p><p>   In fact, amid a sudden rotation out of more economically sensitive groups such as financials    and energy    and back into tech    and FAANG stocks   , the growth/value ratio is now on track for its biggest weekly rise since mid-January.</p><p><blockquote>事实上，随着金融和能源等对经济更敏感的群体突然转向科技和FAANG股票，增长/价值比率目前有望创下1月中旬以来的最大单周涨幅。</blockquote></p><p>   (Terence Gabriel)</p><p><blockquote>（特伦斯·加布里埃尔）</blockquote></p><p>   *****</p><p><blockquote>*****</blockquote></p><p>   FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:  </p><p><blockquote>有关周四美国东部时间0900/格林威治标准时间1300之前的实时市场帖子-单击此处：</blockquote></p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ NQcv104012021     Opening levels April 1    </p><p><blockquote>NQCV104012021 4月1日开盘水平</blockquote></p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p><blockquote>^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</blockquote></p><p>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)</p><p><blockquote>（Terence Gabriel为路透社市场分析师，所表达观点为其个人观点）</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>LIVE MARKETS-Stocks higher to open Q2 as S&P clears 4k<blockquote>实时市场-随着标准普尔指数突破4k，股市第二季度开盘走高</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\">\nLIVE MARKETS-Stocks higher to open Q2 as S&P clears 4k<blockquote>实时市场-随着标准普尔指数突破4k，股市第二季度开盘走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time smaller\">2021-04-01 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>* U.S. equity indexes rise; Nasdaq, small caps out front</p><p><blockquote><html><body>*美国股指上涨；纳斯达克，小盘股领先</body></html></blockquote></p><p>   * Tech leads S&amp;P sector gainers; staples weakest group</p><p><blockquote>*科技股领涨标准普尔板块；史泰博最弱群体</blockquote></p><p>   * Euro STOXX 600 up ~0.6%</p><p><blockquote>*欧洲斯托克600指数上涨约0.6%</blockquote></p><p>   * Dollar slips; gold, crude rise</p><p><blockquote>*美元滑；黄金、原油上涨</blockquote></p><p>   * U.S. 10-Year Treasury yield  ~1.70%</p><p><blockquote>*美国10年期国债收益率~1.70%</blockquote></p><p>    April 1 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p><p><blockquote>4月1日——欢迎来到路透社记者为您带来的实时市场报道之家。您可以通过markets.research@thomsonreuters.com与我们分享您的想法</blockquote></p><p>   STOCKS HIGHER TO OPEN Q2 AS S&amp;P CLEARS 4K (1021 EDT/1421 GMT)</p><p><blockquote>随着标准普尔指数突破4K，股市第二季度开盘走高（美国东部夏令时间1021日/格林尼治标准时间1421日）</blockquote></p><p>   Major U.S. indexes are higher out of the opening gate to start the second quarter, with the S&amp;P 500    clearing the 4,000 mark for the first time, paced by gains in the tech sector</p><p><blockquote>美国主要股指在第二季度伊始就走高，在科技板块上涨的推动下，标普500首次突破4,000点大关</blockquote></p><p>  as the yield on the benchmark 10-year U.S. treasury note    edged below 1.7%. </p><p><blockquote>随着基准10年期美国国债收益率小幅跌破1.7%。</blockquote></p><p>   The benchmark S&amp;P 500 first crossed the 3,000 mark on July 10, 2019, while the 2,000 hurdle was initially cleared on August 25, 2014. </p><p><blockquote>基准标普500于2019年7月10日首次突破3000点大关，而2000点大关最初于2014年8月25日被清除。</blockquote></p><p>   Of the three major indexes, the Nasdaq    is leading the way higher, as mega-caps Apple   , Microsoft &lt;&gt;MSFT.O&gt; and Amazon.com    are all advancing by at least 1%.  </p><p><blockquote>在三大指数中，纳斯达克领涨，大型股苹果、微软&lt;&gt;MSFT.O&gt;和亚马逊均上涨至少1%。</blockquote></p><p>   Investors were able to look past a softer than expected initial jobless claims report as increasing vaccinations have fueled optimism the labor market will continue to improve.</p><p><blockquote>投资者能够忽略弱于预期的首次申请失业救济报告，因为疫苗接种的增加激发了人们对劳动力市场将继续改善的乐观情绪。</blockquote></p><p>   Other data showed construction spending for February fell, but came in above expectations, while the Institute for Supply Management <a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a> said its index of national factory activity jumped to a reading of 64.7 in March, its highest level in 37 years.   </p><p><blockquote>其他数据显示，2月份建筑支出下降，但高于预期，而供应管理协会<a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a>表示，3月份全国工厂活动指数跃升至64.7，为37年来的最高水平。</blockquote></p><p>   Below is your market snapshot: </p><p><blockquote>以下是您的市场快照：</blockquote></p><p>   (Chuck Mikolajczak) </p><p><blockquote>（查克·米科莱恰克）</blockquote></p><p>   *****</p><p><blockquote>*****</blockquote></p><p>   NASDAQ 100 FUTURES: CLAW BACK CONTINUES (0900 EDT/1300 GMT)</p><p><blockquote>纳斯达克100期货：回调继续（0900 EDT/1300 GMT）</blockquote></p><p>   CME Nasdaq 100 futures    are popping to a 2-week high in premarket trade. This as the U.S. 10-Year Treasury yield</p><p><blockquote>CME纳斯达克100期货在盘前交易中飙升至两周高点。这是美国10年期国债收益率</blockquote></p><p> , which hit a high of 1.7760% on Tuesday, now deflates to around 1.70%.</p><p><blockquote>周二触及1.7760%的高点，目前回落至1.70%左右。</blockquote></p><p>   With Wednesday's strength, the futures overwhelmed a short-term resistance line from the February peak. However, the futures are now reaching levels that have hindered gains from late-February to mid-March:</p><p><blockquote>凭借周三的强势，期货突破了2月峰值的短期阻力线。然而，期货目前已达到阻碍2月底至3月中旬上涨的水平：</blockquote></p><p>   Indeed, the futures are now reaching the 61.8% Fibonacci retracement of the February/March slide at 13,241. This hurdle capped strength on a closing basis March 16 to March 18.</p><p><blockquote>事实上，期货目前已达到2月/3月下滑的61.8%斐波那契回撤位13,241。这一障碍限制了3月16日至3月18日收盘时的实力。</blockquote></p><p>   The February 25, March 2, and March 16 intraday highs run from 13,285 to 13,341. Thus, the 100-point zone running from around 13,241 to 13,341 offers a significant barrier.</p><p><blockquote>2月25日、3月2日和3月16日的盘中高点从13,285点到13,341点。因此，从13,241点到13,341点左右的100点区域提供了一个重要的障碍。</blockquote></p><p>   Of note, daily momentum studies are looking more constructive. The MACD bottomed on March 8, and crossed above its signal line on March 15. It is now rising to a more than 1-month high and challenging its zero line.</p><p><blockquote>值得注意的是，每日动量研究看起来更具建设性。MACD于3月8日触底，并于3月15日突破其信号线。目前升至1个多月高点，挑战零线。</blockquote></p><p>   Additional Fibonacci retracement hurdles can be found at 13,488/13,526.</p><p><blockquote>额外的斐波那契回撤障碍可以在13,488/13,526找到。</blockquote></p><p>   A reversal back below the broken resistance line, which should now act as support, and is now around 12,975, would put the futures on the back foot again. A break of the March 25 low, at 12,609, can put the early March trough at 12,194, and below, at risk.  </p><p><blockquote>如果跌破阻力线（该阻力线现在应该充当支撑位，目前位于12,975附近），将使期货再次陷入困境。突破3月25日低点12,609点可能会使3月初低点12,194点及以下面临风险。</blockquote></p><p>   Meanwhile, Nasdaq's recent claw back has coincided with the growth   /value    ratio chopping higher off its March 8 trough.  </p><p><blockquote>与此同时，纳斯达克最近的回调恰逢增长/价值比率从3月8日的低点大幅上升。</blockquote></p><p>   In fact, amid a sudden rotation out of more economically sensitive groups such as financials    and energy    and back into tech    and FAANG stocks   , the growth/value ratio is now on track for its biggest weekly rise since mid-January.</p><p><blockquote>事实上，随着金融和能源等对经济更敏感的群体突然转向科技和FAANG股票，增长/价值比率目前有望创下1月中旬以来的最大单周涨幅。</blockquote></p><p>   (Terence Gabriel)</p><p><blockquote>（特伦斯·加布里埃尔）</blockquote></p><p>   *****</p><p><blockquote>*****</blockquote></p><p>   FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:  </p><p><blockquote>有关周四美国东部时间0900/格林威治标准时间1300之前的实时市场帖子-单击此处：</blockquote></p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ NQcv104012021     Opening levels April 1    </p><p><blockquote>NQCV104012021 4月1日开盘水平</blockquote></p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p><blockquote>^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</blockquote></p><p>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)</p><p><blockquote>（Terence Gabriel为路透社市场分析师，所表达观点为其个人观点）</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","09086":"华夏纳指-U","UDOW":"三倍做多道指30ETF-ProShares","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","03086":"华夏纳指",".IXIC":"NASDAQ Composite","AMZN":"亚马逊","QQQ":"纳指100ETF","QNETCN":"纳斯达克中美互联网老虎指数","MSFT":"微软","SDOW":"三倍做空道指30ETF-ProShares","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","AAPL":"苹果","DDM":"2倍做多道指ETF-ProShares","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124167782","content_text":"* U.S. equity indexes rise; Nasdaq, small caps out front   * Tech leads S&P sector gainers; staples weakest group   * Euro STOXX 600 up ~0.6%   * Dollar slips; gold, crude rise   * U.S. 10-Year Treasury yield  ~1.70%    April 1 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com   STOCKS HIGHER TO OPEN Q2 AS S&P CLEARS 4K (1021 EDT/1421 GMT)   Major U.S. indexes are higher out of the opening gate to start the second quarter, with the S&P 500    clearing the 4,000 mark for the first time, paced by gains in the tech sector  as the yield on the benchmark 10-year U.S. treasury note    edged below 1.7%.    The benchmark S&P 500 first crossed the 3,000 mark on July 10, 2019, while the 2,000 hurdle was initially cleared on August 25, 2014.    Of the three major indexes, the Nasdaq    is leading the way higher, as mega-caps Apple   , Microsoft <>MSFT.O> and Amazon.com    are all advancing by at least 1%.     Investors were able to look past a softer than expected initial jobless claims report as increasing vaccinations have fueled optimism the labor market will continue to improve.   Other data showed construction spending for February fell, but came in above expectations, while the Institute for Supply Management $(ISM)$ said its index of national factory activity jumped to a reading of 64.7 in March, its highest level in 37 years.      Below is your market snapshot:    (Chuck Mikolajczak)    *****   NASDAQ 100 FUTURES: CLAW BACK CONTINUES (0900 EDT/1300 GMT)   CME Nasdaq 100 futures    are popping to a 2-week high in premarket trade. This as the U.S. 10-Year Treasury yield , which hit a high of 1.7760% on Tuesday, now deflates to around 1.70%.   With Wednesday's strength, the futures overwhelmed a short-term resistance line from the February peak. However, the futures are now reaching levels that have hindered gains from late-February to mid-March:   Indeed, the futures are now reaching the 61.8% Fibonacci retracement of the February/March slide at 13,241. This hurdle capped strength on a closing basis March 16 to March 18.   The February 25, March 2, and March 16 intraday highs run from 13,285 to 13,341. Thus, the 100-point zone running from around 13,241 to 13,341 offers a significant barrier.   Of note, daily momentum studies are looking more constructive. The MACD bottomed on March 8, and crossed above its signal line on March 15. It is now rising to a more than 1-month high and challenging its zero line.   Additional Fibonacci retracement hurdles can be found at 13,488/13,526.   A reversal back below the broken resistance line, which should now act as support, and is now around 12,975, would put the futures on the back foot again. A break of the March 25 low, at 12,609, can put the early March trough at 12,194, and below, at risk.     Meanwhile, Nasdaq's recent claw back has coincided with the growth   /value    ratio chopping higher off its March 8 trough.     In fact, amid a sudden rotation out of more economically sensitive groups such as financials    and energy    and back into tech    and FAANG stocks   , the growth/value ratio is now on track for its biggest weekly rise since mid-January.   (Terence Gabriel)   *****   FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:      <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ NQcv104012021     Opening levels April 1       ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)","news_type":1,"symbols_score_info":{"09086":0.6,".IXIC":0.9,"DJX":0.6,"AAPL":0.9,"PSQ":0.6,"MNQmain":0.6,"QQQ":0.6,"NQmain":0.6,"MSFT":0.9,"SQQQ":0.6,"TQQQ":0.6,"QLD":0.6,".SPX":0.9,"DOG":0.6,"UDOW":0.6,"03086":0.6,"AMZN":0.9,"DDM":0.6,".DJI":0.9,"DXD":0.6,"SDOW":0.6,"QID":0.6,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357473516,"gmtCreate":1617292526635,"gmtModify":1634521551534,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"[惊讶]&nbsp;","listText":"[惊讶]&nbsp;","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357473516","repostId":"1147807978","repostType":2,"repost":{"id":"1147807978","kind":"news","pubTimestamp":1617267580,"share":"https://www.laohu8.com/m/news/1147807978?lang=zh_CN&edition=full","pubTime":"2021-04-01 16:59","market":"us","language":"en","title":"Why Tesla Stock Jumped on Wednesday<blockquote>为什么特斯拉股价周三上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147807978","media":"Motley Fool","summary":"One analyst thinks the company's first-quarter deliveries will be higher than analysts' average fore","content":"<p>  One analyst thinks the company's first-quarter deliveries will be higher than analysts' average forecast.  <b>What happened</b></p><p><blockquote>一位分析师认为该公司第一季度的交付量将高于分析师的平均预期。<b>发生了什么</b></blockquote></p><p> Shares of electric-car maker and green-energy specialist<b>Tesla</b>(NASDAQ:TSLA)soared on Wednesday, jumping about 4.7% by 1:30 p.m. EDT.</p><p><blockquote>电动汽车制造商和绿色能源专家的股票<b>特斯拉</b>（纳斯达克：TSLA）周三飙升，截至美国东部时间下午1:30上涨约4.7%。</blockquote></p><p> The stock's gain is likely fueled by both an optimistic day in the overall market and an analyst note expressing a bullish view for the auto company's first-quarter deliveries.</p><p><blockquote>该股的上涨可能受到整体市场乐观的一天以及分析师对该汽车公司第一季度交付量持乐观态度的报告的推动。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> In an upbeat day on Wall Street, the<b>S&amp;P 500</b>was up about 0.8% as of this writing on Wednesday. The tech-heavy<b>Nasdaq Composite</b>&nbsp;had gained more than 1.8%. Manygrowth stockslike Tesla were up even more.</p><p><blockquote>在华尔街乐观的一天，<b>标普500</b>截至周三撰写本文时，该股上涨了约0.8%。科技含量高<b>纳斯达克复合材料</b>涨幅超过1.8%。特斯拉等许多成长型股票涨幅更大。</blockquote></p><p> For two trading days in a row, growth stocks generally seem to be rebounding from a brutal sell-off that occurred between mid-February and late March.</p><p><blockquote>连续两个交易日，成长股似乎普遍从2月中旬至3月下旬发生的残酷抛售中反弹。</blockquote></p><p> Relating to Tesla specifically, Wedbush analyst Daniel Ives said on Wednesday that he believes Tesla's first-quarter deliveries will exceed analyst expectations for the period.</p><p><blockquote>具体到特斯拉，Wedbush分析师Daniel Ives周三表示，他相信特斯拉第一季度的交付量将超过分析师对此期间的预期。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> There's a lot of uncertainty around Tesla's first-quarter deliveries due to semiconductor supply shortages that have weighed on broader auto production. But Ives thinks that strong deliveries in the U.S. and China will help the company report better-than-expected deliveries.</p><p><blockquote>由于半导体供应短缺给更广泛的汽车生产带来压力，特斯拉第一季度的交付量存在很多不确定性。但艾夫斯认为，美国和中国的强劲交付将有助于该公司报告好于预期的交付量。</blockquote></p><p> Though Tesla's quarterly deliveries are expected to be lower sequentially, analysts are generally modeling for extremely strong year-over-year growth of around 80% to 90%.</p><p><blockquote>尽管特斯拉的季度交付量预计将环比下降，但分析师普遍预计同比增长将达到80%至90%左右。</blockquote></p><p> Tesla will likely report its first-quarter vehicle deliveries on Friday or Saturday.</p><p><blockquote>特斯拉可能会在周五或周六公布第一季度汽车交付情况。</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>Why Tesla Stock Jumped on Wednesday<blockquote>为什么特斯拉股价周三上涨</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\">\nWhy Tesla Stock Jumped on Wednesday<blockquote>为什么特斯拉股价周三上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-01 16:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  One analyst thinks the company's first-quarter deliveries will be higher than analysts' average forecast.  <b>What happened</b></p><p><blockquote>一位分析师认为该公司第一季度的交付量将高于分析师的平均预期。<b>发生了什么</b></blockquote></p><p> Shares of electric-car maker and green-energy specialist<b>Tesla</b>(NASDAQ:TSLA)soared on Wednesday, jumping about 4.7% by 1:30 p.m. EDT.</p><p><blockquote>电动汽车制造商和绿色能源专家的股票<b>特斯拉</b>（纳斯达克：TSLA）周三飙升，截至美国东部时间下午1:30上涨约4.7%。</blockquote></p><p> The stock's gain is likely fueled by both an optimistic day in the overall market and an analyst note expressing a bullish view for the auto company's first-quarter deliveries.</p><p><blockquote>该股的上涨可能受到整体市场乐观的一天以及分析师对该汽车公司第一季度交付量持乐观态度的报告的推动。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> In an upbeat day on Wall Street, the<b>S&amp;P 500</b>was up about 0.8% as of this writing on Wednesday. The tech-heavy<b>Nasdaq Composite</b>&nbsp;had gained more than 1.8%. Manygrowth stockslike Tesla were up even more.</p><p><blockquote>在华尔街乐观的一天，<b>标普500</b>截至周三撰写本文时，该股上涨了约0.8%。科技含量高<b>纳斯达克复合材料</b>涨幅超过1.8%。特斯拉等许多成长型股票涨幅更大。</blockquote></p><p> For two trading days in a row, growth stocks generally seem to be rebounding from a brutal sell-off that occurred between mid-February and late March.</p><p><blockquote>连续两个交易日，成长股似乎普遍从2月中旬至3月下旬发生的残酷抛售中反弹。</blockquote></p><p> Relating to Tesla specifically, Wedbush analyst Daniel Ives said on Wednesday that he believes Tesla's first-quarter deliveries will exceed analyst expectations for the period.</p><p><blockquote>具体到特斯拉，Wedbush分析师Daniel Ives周三表示，他相信特斯拉第一季度的交付量将超过分析师对此期间的预期。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> There's a lot of uncertainty around Tesla's first-quarter deliveries due to semiconductor supply shortages that have weighed on broader auto production. But Ives thinks that strong deliveries in the U.S. and China will help the company report better-than-expected deliveries.</p><p><blockquote>由于半导体供应短缺给更广泛的汽车生产带来压力，特斯拉第一季度的交付量存在很多不确定性。但艾夫斯认为，美国和中国的强劲交付将有助于该公司报告好于预期的交付量。</blockquote></p><p> Though Tesla's quarterly deliveries are expected to be lower sequentially, analysts are generally modeling for extremely strong year-over-year growth of around 80% to 90%.</p><p><blockquote>尽管特斯拉的季度交付量预计将环比下降，但分析师普遍预计同比增长将达到80%至90%左右。</blockquote></p><p> Tesla will likely report its first-quarter vehicle deliveries on Friday or Saturday.</p><p><blockquote>特斯拉可能会在周五或周六公布第一季度汽车交付情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/31/why-tesla-stock-jumped-on-wednesday/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/03/31/why-tesla-stock-jumped-on-wednesday/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147807978","content_text":"One analyst thinks the company's first-quarter deliveries will be higher than analysts' average forecast.\n\nWhat happened\nShares of electric-car maker and green-energy specialistTesla(NASDAQ:TSLA)soared on Wednesday, jumping about 4.7% by 1:30 p.m. EDT.\nThe stock's gain is likely fueled by both an optimistic day in the overall market and an analyst note expressing a bullish view for the auto company's first-quarter deliveries.\nSo what\nIn an upbeat day on Wall Street, theS&P 500was up about 0.8% as of this writing on Wednesday. The tech-heavyNasdaq Composite had gained more than 1.8%. Manygrowth stockslike Tesla were up even more.\nFor two trading days in a row, growth stocks generally seem to be rebounding from a brutal sell-off that occurred between mid-February and late March.\nRelating to Tesla specifically, Wedbush analyst Daniel Ives said on Wednesday that he believes Tesla's first-quarter deliveries will exceed analyst expectations for the period.\nNow what\nThere's a lot of uncertainty around Tesla's first-quarter deliveries due to semiconductor supply shortages that have weighed on broader auto production. But Ives thinks that strong deliveries in the U.S. and China will help the company report better-than-expected deliveries.\nThough Tesla's quarterly deliveries are expected to be lower sequentially, analysts are generally modeling for extremely strong year-over-year growth of around 80% to 90%.\nTesla will likely report its first-quarter vehicle deliveries on Friday or Saturday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353830113,"gmtCreate":1616478074532,"gmtModify":1634525609733,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353830113","repostId":"1137089057","repostType":2,"repost":{"id":"1137089057","kind":"news","pubTimestamp":1616467170,"share":"https://www.laohu8.com/m/news/1137089057?lang=zh_CN&edition=full","pubTime":"2021-03-23 10:39","market":"us","language":"en","title":"Will It Really Take 4 Years for the Nasdaq's Hottest Stock to Hit $3,000 per Share?<blockquote>纳斯达克最热门股票真的需要4年时间才能达到每股3000美元吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137089057","media":"fool","summary":"The stock market moved higher on Monday, and theNasdaq Compositeled the way higher. As of around 2 p.m. EDT, theNasdaqwas up about 1.5%, easily outpacing the performance of other major market benchmarks. The move largely reflected a return of confidence in the Federal Reserve's ability to manage economic growth going forward, as interest rates on Treasury bonds moved lower after a prolonged rise over the past several months.Tesla gets a boost from the world's most popular investment manager. A p","content":"<p>The stock market moved higher on Monday, and the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)led the way higher. As of around 2 p.m. EDT, theNasdaqwas up about 1.5%, easily outpacing the performance of other major market benchmarks. The move largely reflected a return of confidence in the Federal Reserve's ability to manage economic growth going forward, as interest rates on Treasury bonds moved lower after a prolonged rise over the past several months.</p><p><blockquote>周一股市走高，<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）领涨。截至下午2点左右美国东部时间，纳斯达克指数上涨约1.5%，轻松超过其他主要市场基准的表现。此举在很大程度上反映了人们对美联储未来管理经济增长能力的信心恢复，因为美国国债利率在过去几个月长期上升后走低。</blockquote></p><p> One of the biggest contributors to the Nasdaq's performance over the past year has been<b>Tesla</b>(NASDAQ:TSLA). The electric vehicle pioneer's stock is up more than 700% since March 2020, and that's even after the stock lost more than a third of its value earlier this month from its February highs. Despite that strong performance, though, one big fan of Tesla stock believes there's a lot more upside left -- and she's calling for the stock to reach $3,000 per share by 2025. While that might seem like an ambitious timeframe for some, others have to wonder whether seemingly outlandish predictions for Tesla might prove not to be outlandish<i>enough</i>to reflect what the next several years could bring for the Elon Musk-led innovator.</p><p><blockquote>过去一年纳斯达克业绩的最大贡献者之一是<b>特斯拉</b>（纳斯达克：TSLA）。自2020年3月以来，这家电动汽车先驱的股价已上涨超过700%，即使该股本月早些时候从2月份的高点下跌了三分之一以上。尽管表现强劲，但特斯拉股票的一位忠实粉丝认为还有很大的上涨空间，她呼吁该股到2025年达到每股3,000美元。虽然对一些人来说，这似乎是一个雄心勃勃的时间表，但其他人不得不怀疑，对特斯拉看似古怪的预测是否可能被证明并不奇怪<i>足够</i>以反映未来几年埃隆·马斯克领导的创新者可能会带来什么。</blockquote></p><p> Tesla gets a boost from the world's most popular investment manager</p><p><blockquote>特斯拉获得全球最受欢迎投资经理的提振</blockquote></p><p> Shares of Tesla were up almost 6% on Monday, challenging the $700 per share mark. However, that's just a tiny portion of the gains in store for the automaker if Cathie Wood, chief investment officer and founder of the red-hot investment management company ARK Invest, is right about her investing thesis.</p><p><blockquote>特斯拉股价周一上涨近6%，挑战每股700美元大关。然而，如果炙手可热的投资管理公司ARK Invest的首席投资官兼创始人凯西·伍德(Cathie Wood)的投资论点是正确的，那么这只是该汽车制造商预期收益的一小部分。</blockquote></p><p> It's not the first time ARK Invest has waxed bullish on Tesla. It was only last year that the investment management company set a$7,000 per share price target on Tesla by 2024-- now $1,400 after the automaker's 5-for-1 stock split last summer. With its shares having risen to $900 per share in early 2021, that level seemed well within reach after a stellar 2020 for Tesla stock.</p><p><blockquote>这并不是ARK Invest第一次看好特斯拉。就在去年，这家投资管理公司才为特斯拉设定了到2024年每股7,000美元的目标价——在该汽车制造商去年夏天进行5比1的股票分割后，现在的目标价为1,400美元。随着其股价在2021年初升至每股900美元，在特斯拉股票2020年表现出色之后，这一水平似乎触手可及。</blockquote></p><p> The methodology behind ARK Invest's call revealed some of the high expectations it has for Tesla's business. In the next five years, ARK Invest sees Tesla selling between 5 million and 10 million vehicles per year, up 10 to 20 times from the nearly 500,000 it sold in 2020. Average selling price should continue to fall as innovation makes production cheaper and Tesla concentrates more on mass-market EVs. That would potentially produce EV-related sales of between $234 billion and $367 billion annually.</p><p><blockquote>ARK Invest看涨期权背后的方法论揭示了其对特斯拉业务的一些高期望。ARK Invest预计，未来五年，特斯拉每年的汽车销量将在500万至1000万辆之间，比2020年的近50万辆增长10至20倍。随着创新降低生产成本以及特斯拉更加专注于大众市场电动汽车，平均售价应该会继续下降。这可能会产生每年2340亿至3670亿美元的电动汽车相关销售额。</blockquote></p><p> ARK Invest also sees some ancillary businesses potentially taking off. Wood has been a proponent of Tesla getting into the ride-hailing business, and the bullish analysis calls for Tesla to bring in $327 billion by 2025 from self-driving vehicles picking up passengers.</p><p><blockquote>ARK Invest还认为一些辅助业务可能会起飞。伍德一直支持特斯拉进入网约车业务，并支持评级看好特斯拉到2025年通过自动驾驶汽车载客带来3270亿美元的收入。</blockquote></p><p> A price of $3,000 per share is only the expected value based on ARK Invest's analysis. The company sees a 75% chance of the stock climbing to at least $1,500 per share by 2025, and a 25% chance of the share price eclipsing the $4,000 mark.</p><p><blockquote>每股3000美元的价格只是基于ARK Invest分析的预期值。该公司预计，到2025年，该股有75%的可能性攀升至每股至少1,500美元，股价有25%的可能性突破4,000美元大关。</blockquote></p><p> Why it could happen faster</p><p><blockquote>为什么它会发生得更快</blockquote></p><p> It's important to note, though, that ARK Invest didn't even take into consideration some parts of Tesla's business. It didn't try to model the work that Tesla is doing in energy storage, for instance, or in the solar industry. That leaves out the very real potential that Tesla's work in automotive battery technology could have wide-ranging applications far beyond the auto industry.</p><p><blockquote>但值得注意的是，ARK Invest甚至没有考虑到特斯拉业务的某些部分。例如，它没有试图模仿特斯拉在储能或太阳能行业所做的工作。这忽略了特斯拉在汽车电池技术方面的工作可能具有远远超出汽车行业的广泛应用的真正潜力。</blockquote></p><p> In addition, ARK Invest left out any potential returns fromTesla's cryptocurrency investments. If crypto continues to rise at the pace it has previously, then it could eventually make up a much larger portion of Tesla's balance sheet than the $1.5 billion investment it initially made.</p><p><blockquote>此外，ARK Invest忽略了特斯拉加密货币投资的任何潜在回报。如果加密货币继续以以前的速度增长，那么它最终在特斯拉资产负债表中所占的比例可能会比最初15亿美元的投资大得多。</blockquote></p><p> To expect Tesla to become the most valuable company in the world by far is an ambitious call. But bulls have been right about the electric vehicle pioneer so far, and trying to go against the stock's set of passionate followers has turned to be a bad bet for years. Indeed, at the rate it's risen lately, Tesla could hit $3,000 per share a lot sooner than 2025 if things keep going its way.</p><p><blockquote>期望特斯拉成为迄今为止世界上最有价值的公司是一个雄心勃勃的看涨期权。但到目前为止，多头对这家电动汽车先驱的看法是正确的，多年来，试图反对该股的热情追随者已被证明是一个糟糕的赌注。事实上，按照最近的上涨速度，如果事情继续发展下去，特斯拉可能会在2025年之前更早达到每股3,000美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will It Really Take 4 Years for the Nasdaq's Hottest Stock to Hit $3,000 per Share?<blockquote>纳斯达克最热门股票真的需要4年时间才能达到每股3000美元吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill It Really Take 4 Years for the Nasdaq's Hottest Stock to Hit $3,000 per Share?<blockquote>纳斯达克最热门股票真的需要4年时间才能达到每股3000美元吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">fool</strong><span class=\"h-time small\">2021-03-23 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The stock market moved higher on Monday, and the<b>Nasdaq Composite</b>(NASDAQINDEX:^IXIC)led the way higher. As of around 2 p.m. EDT, theNasdaqwas up about 1.5%, easily outpacing the performance of other major market benchmarks. The move largely reflected a return of confidence in the Federal Reserve's ability to manage economic growth going forward, as interest rates on Treasury bonds moved lower after a prolonged rise over the past several months.</p><p><blockquote>周一股市走高，<b>纳斯达克复合材料</b>（纳斯达克指数：^IXIC）领涨。截至下午2点左右美国东部时间，纳斯达克指数上涨约1.5%，轻松超过其他主要市场基准的表现。此举在很大程度上反映了人们对美联储未来管理经济增长能力的信心恢复，因为美国国债利率在过去几个月长期上升后走低。</blockquote></p><p> One of the biggest contributors to the Nasdaq's performance over the past year has been<b>Tesla</b>(NASDAQ:TSLA). The electric vehicle pioneer's stock is up more than 700% since March 2020, and that's even after the stock lost more than a third of its value earlier this month from its February highs. Despite that strong performance, though, one big fan of Tesla stock believes there's a lot more upside left -- and she's calling for the stock to reach $3,000 per share by 2025. While that might seem like an ambitious timeframe for some, others have to wonder whether seemingly outlandish predictions for Tesla might prove not to be outlandish<i>enough</i>to reflect what the next several years could bring for the Elon Musk-led innovator.</p><p><blockquote>过去一年纳斯达克业绩的最大贡献者之一是<b>特斯拉</b>（纳斯达克：TSLA）。自2020年3月以来，这家电动汽车先驱的股价已上涨超过700%，即使该股本月早些时候从2月份的高点下跌了三分之一以上。尽管表现强劲，但特斯拉股票的一位忠实粉丝认为还有很大的上涨空间，她呼吁该股到2025年达到每股3,000美元。虽然对一些人来说，这似乎是一个雄心勃勃的时间表，但其他人不得不怀疑，对特斯拉看似古怪的预测是否可能被证明并不奇怪<i>足够</i>以反映未来几年埃隆·马斯克领导的创新者可能会带来什么。</blockquote></p><p> Tesla gets a boost from the world's most popular investment manager</p><p><blockquote>特斯拉获得全球最受欢迎投资经理的提振</blockquote></p><p> Shares of Tesla were up almost 6% on Monday, challenging the $700 per share mark. However, that's just a tiny portion of the gains in store for the automaker if Cathie Wood, chief investment officer and founder of the red-hot investment management company ARK Invest, is right about her investing thesis.</p><p><blockquote>特斯拉股价周一上涨近6%，挑战每股700美元大关。然而，如果炙手可热的投资管理公司ARK Invest的首席投资官兼创始人凯西·伍德(Cathie Wood)的投资论点是正确的，那么这只是该汽车制造商预期收益的一小部分。</blockquote></p><p> It's not the first time ARK Invest has waxed bullish on Tesla. It was only last year that the investment management company set a$7,000 per share price target on Tesla by 2024-- now $1,400 after the automaker's 5-for-1 stock split last summer. With its shares having risen to $900 per share in early 2021, that level seemed well within reach after a stellar 2020 for Tesla stock.</p><p><blockquote>这并不是ARK Invest第一次看好特斯拉。就在去年，这家投资管理公司才为特斯拉设定了到2024年每股7,000美元的目标价——在该汽车制造商去年夏天进行5比1的股票分割后，现在的目标价为1,400美元。随着其股价在2021年初升至每股900美元，在特斯拉股票2020年表现出色之后，这一水平似乎触手可及。</blockquote></p><p> The methodology behind ARK Invest's call revealed some of the high expectations it has for Tesla's business. In the next five years, ARK Invest sees Tesla selling between 5 million and 10 million vehicles per year, up 10 to 20 times from the nearly 500,000 it sold in 2020. Average selling price should continue to fall as innovation makes production cheaper and Tesla concentrates more on mass-market EVs. That would potentially produce EV-related sales of between $234 billion and $367 billion annually.</p><p><blockquote>ARK Invest看涨期权背后的方法论揭示了其对特斯拉业务的一些高期望。ARK Invest预计，未来五年，特斯拉每年的汽车销量将在500万至1000万辆之间，比2020年的近50万辆增长10至20倍。随着创新降低生产成本以及特斯拉更加专注于大众市场电动汽车，平均售价应该会继续下降。这可能会产生每年2340亿至3670亿美元的电动汽车相关销售额。</blockquote></p><p> ARK Invest also sees some ancillary businesses potentially taking off. Wood has been a proponent of Tesla getting into the ride-hailing business, and the bullish analysis calls for Tesla to bring in $327 billion by 2025 from self-driving vehicles picking up passengers.</p><p><blockquote>ARK Invest还认为一些辅助业务可能会起飞。伍德一直支持特斯拉进入网约车业务，并支持评级看好特斯拉到2025年通过自动驾驶汽车载客带来3270亿美元的收入。</blockquote></p><p> A price of $3,000 per share is only the expected value based on ARK Invest's analysis. The company sees a 75% chance of the stock climbing to at least $1,500 per share by 2025, and a 25% chance of the share price eclipsing the $4,000 mark.</p><p><blockquote>每股3000美元的价格只是基于ARK Invest分析的预期值。该公司预计，到2025年，该股有75%的可能性攀升至每股至少1,500美元，股价有25%的可能性突破4,000美元大关。</blockquote></p><p> Why it could happen faster</p><p><blockquote>为什么它会发生得更快</blockquote></p><p> It's important to note, though, that ARK Invest didn't even take into consideration some parts of Tesla's business. It didn't try to model the work that Tesla is doing in energy storage, for instance, or in the solar industry. That leaves out the very real potential that Tesla's work in automotive battery technology could have wide-ranging applications far beyond the auto industry.</p><p><blockquote>但值得注意的是，ARK Invest甚至没有考虑到特斯拉业务的某些部分。例如，它没有试图模仿特斯拉在储能或太阳能行业所做的工作。这忽略了特斯拉在汽车电池技术方面的工作可能具有远远超出汽车行业的广泛应用的真正潜力。</blockquote></p><p> In addition, ARK Invest left out any potential returns fromTesla's cryptocurrency investments. If crypto continues to rise at the pace it has previously, then it could eventually make up a much larger portion of Tesla's balance sheet than the $1.5 billion investment it initially made.</p><p><blockquote>此外，ARK Invest忽略了特斯拉加密货币投资的任何潜在回报。如果加密货币继续以以前的速度增长，那么它最终在特斯拉资产负债表中所占的比例可能会比最初15亿美元的投资大得多。</blockquote></p><p> To expect Tesla to become the most valuable company in the world by far is an ambitious call. But bulls have been right about the electric vehicle pioneer so far, and trying to go against the stock's set of passionate followers has turned to be a bad bet for years. Indeed, at the rate it's risen lately, Tesla could hit $3,000 per share a lot sooner than 2025 if things keep going its way.</p><p><blockquote>期望特斯拉成为迄今为止世界上最有价值的公司是一个雄心勃勃的看涨期权。但到目前为止，多头对这家电动汽车先驱的看法是正确的，多年来，试图反对该股的热情追随者已被证明是一个糟糕的赌注。事实上，按照最近的上涨速度，如果事情继续发展下去，特斯拉可能会在2025年之前更早达到每股3,000美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/22/will-really-take-4-years-nasdaq-hottest-stock-3000/\">fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2021/03/22/will-really-take-4-years-nasdaq-hottest-stock-3000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137089057","content_text":"The stock market moved higher on Monday, and theNasdaq Composite(NASDAQINDEX:^IXIC)led the way higher. As of around 2 p.m. EDT, theNasdaqwas up about 1.5%, easily outpacing the performance of other major market benchmarks. The move largely reflected a return of confidence in the Federal Reserve's ability to manage economic growth going forward, as interest rates on Treasury bonds moved lower after a prolonged rise over the past several months.\nOne of the biggest contributors to the Nasdaq's performance over the past year has beenTesla(NASDAQ:TSLA). The electric vehicle pioneer's stock is up more than 700% since March 2020, and that's even after the stock lost more than a third of its value earlier this month from its February highs. Despite that strong performance, though, one big fan of Tesla stock believes there's a lot more upside left -- and she's calling for the stock to reach $3,000 per share by 2025. While that might seem like an ambitious timeframe for some, others have to wonder whether seemingly outlandish predictions for Tesla might prove not to be outlandishenoughto reflect what the next several years could bring for the Elon Musk-led innovator.\nTesla gets a boost from the world's most popular investment manager\nShares of Tesla were up almost 6% on Monday, challenging the $700 per share mark. However, that's just a tiny portion of the gains in store for the automaker if Cathie Wood, chief investment officer and founder of the red-hot investment management company ARK Invest, is right about her investing thesis.\nIt's not the first time ARK Invest has waxed bullish on Tesla. It was only last year that the investment management company set a$7,000 per share price target on Tesla by 2024-- now $1,400 after the automaker's 5-for-1 stock split last summer. With its shares having risen to $900 per share in early 2021, that level seemed well within reach after a stellar 2020 for Tesla stock.\nThe methodology behind ARK Invest's call revealed some of the high expectations it has for Tesla's business. In the next five years, ARK Invest sees Tesla selling between 5 million and 10 million vehicles per year, up 10 to 20 times from the nearly 500,000 it sold in 2020. Average selling price should continue to fall as innovation makes production cheaper and Tesla concentrates more on mass-market EVs. That would potentially produce EV-related sales of between $234 billion and $367 billion annually.\nARK Invest also sees some ancillary businesses potentially taking off. Wood has been a proponent of Tesla getting into the ride-hailing business, and the bullish analysis calls for Tesla to bring in $327 billion by 2025 from self-driving vehicles picking up passengers.\nA price of $3,000 per share is only the expected value based on ARK Invest's analysis. The company sees a 75% chance of the stock climbing to at least $1,500 per share by 2025, and a 25% chance of the share price eclipsing the $4,000 mark.\nWhy it could happen faster\nIt's important to note, though, that ARK Invest didn't even take into consideration some parts of Tesla's business. It didn't try to model the work that Tesla is doing in energy storage, for instance, or in the solar industry. That leaves out the very real potential that Tesla's work in automotive battery technology could have wide-ranging applications far beyond the auto industry.\nIn addition, ARK Invest left out any potential returns fromTesla's cryptocurrency investments. If crypto continues to rise at the pace it has previously, then it could eventually make up a much larger portion of Tesla's balance sheet than the $1.5 billion investment it initially made.\nTo expect Tesla to become the most valuable company in the world by far is an ambitious call. But bulls have been right about the electric vehicle pioneer so far, and trying to go against the stock's set of passionate followers has turned to be a bad bet for years. Indeed, at the rate it's risen lately, Tesla could hit $3,000 per share a lot sooner than 2025 if things keep going its way.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353897218,"gmtCreate":1616477933834,"gmtModify":1634525610440,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Buy&nbsp;[开心]&nbsp;","listText":"Buy&nbsp;[开心]&nbsp;","text":"Buy [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353897218","repostId":"1170143533","repostType":2,"repost":{"id":"1170143533","kind":"news","pubTimestamp":1616466452,"share":"https://www.laohu8.com/m/news/1170143533?lang=zh_CN&edition=full","pubTime":"2021-03-23 10:27","market":"hk","language":"en","title":"Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170143533","media":"yahoo","summary":"After holding investor meetings with some of Alibaba’s (BABA) top brass, Truist analystYoussef Squal","content":"<p>After holding investor meetings with some of Alibaba’s (<b>BABA</b>) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.</p><p><blockquote>在与阿里巴巴-SW的一些（<b>巴巴</b>)Truist分析师Youssef Squali的高层阐述了投资者应该考虑持有股票的简单原因。</blockquote></p><p> “BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.</p><p><blockquote>斯夸利表示：“在我们涵盖的互联网大型股中，阿里巴巴保持着营收增长率最快、利润率最高的公司之一，但它也是最便宜的。”</blockquote></p><p> Covid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.</p><p><blockquote>新冠肺炎在世界其他地区之前影响了中国，但中国也是第一个摆脱疫情的。自那以后，中国经济表现出了健康的一面。</blockquote></p><p> According to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.</p><p><blockquote>根据中国国家统计局（NBS）的数据，1-2月零售额同比增长33.8%，尽管这一增长可能具有误导性，因为疫情是2020年同期中国的高峰期。与2019年同期相比，增长了3.2%。具体来说，在电子商务领域，与2020年相比增长了32.5%，与2019年相比增长了13.3%，后者与12月份季度13.4%的增长一致。</blockquote></p><p> “For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”</p><p><blockquote>这位五星级分析师指出：“特别是对于阿里巴巴来说，我们最近与该公司的对话表明，他们也看到了类似的趋势，并且本季度迄今为止需求仍然强劲。”</blockquote></p><p> Alibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.</p><p><blockquote>阿里巴巴-SW还一直在投资其核心商业业务，包括淘宝交易、淘宝直播、新零售、淘宝杂货和社区团购（CGB）。这影响了EBITA利润率，EBITA利润率从2020年第三季度的41%降至2021年第三季度的34%。</blockquote></p><p> Alibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.</p><p><blockquote>阿里巴巴-SW尚未透露投资规模，但考虑到EBITA利润率的下降，斯夸利认为这是“投资规模的指标”。无论如何，斯夸利认为这些投资“掩盖”了该公司所说的“核心核心”业务——淘宝、天猫和阿里妈妈——稳定的利润率水平。</blockquote></p><p> Elsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.</p><p><blockquote>在其他地方，云领域“继续获得份额，目前已实现盈利”，阿里巴巴-SW继续专注于移动商务采用步伐加快的低线城市。</blockquote></p><p> As for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”</p><p><blockquote>至于过去几个月困扰阿里巴巴-SW的监管问题，中国监管机构进行反垄断调查以及蚂蚁金服IPO被叫停——Squali将其视为“相关担忧，但它们不会改变我们目前对阿里巴巴的投资论点”点。”</blockquote></p><p> The analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.</p><p><blockquote>分析师的信心得到了买入评级和330美元目标价的支持。这个数字意味着未来12个月将增长39%。</blockquote></p><p> The rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead. </p><p><blockquote>华尔街的其他人也相信阿里巴巴-SW准备执行死刑；除1条持有外，最近其他18条评论均表示买入。因此，该股拥有强烈买入共识评级，平均目标价为325.63美元。如果未来一年达到这一数字，投资者预计上涨空间约为37%。</blockquote></p><p></p>","source":"lsy1584348713084","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>Keep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKeep on Buying Alibaba Stock, Says Analyst Following Investor Meeting<blockquote>分析师在投资者会议后表示，继续购买阿里巴巴-SW股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">yahoo</strong><span class=\"h-time small\">2021-03-23 10:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After holding investor meetings with some of Alibaba’s (<b>BABA</b>) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.</p><p><blockquote>在与阿里巴巴-SW的一些（<b>巴巴</b>)Truist分析师Youssef Squali的高层阐述了投资者应该考虑持有股票的简单原因。</blockquote></p><p> “BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.</p><p><blockquote>斯夸利表示：“在我们涵盖的互联网大型股中，阿里巴巴保持着营收增长率最快、利润率最高的公司之一，但它也是最便宜的。”</blockquote></p><p> Covid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.</p><p><blockquote>新冠肺炎在世界其他地区之前影响了中国，但中国也是第一个摆脱疫情的。自那以后，中国经济表现出了健康的一面。</blockquote></p><p> According to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.</p><p><blockquote>根据中国国家统计局（NBS）的数据，1-2月零售额同比增长33.8%，尽管这一增长可能具有误导性，因为疫情是2020年同期中国的高峰期。与2019年同期相比，增长了3.2%。具体来说，在电子商务领域，与2020年相比增长了32.5%，与2019年相比增长了13.3%，后者与12月份季度13.4%的增长一致。</blockquote></p><p> “For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”</p><p><blockquote>这位五星级分析师指出：“特别是对于阿里巴巴来说，我们最近与该公司的对话表明，他们也看到了类似的趋势，并且本季度迄今为止需求仍然强劲。”</blockquote></p><p> Alibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.</p><p><blockquote>阿里巴巴-SW还一直在投资其核心商业业务，包括淘宝交易、淘宝直播、新零售、淘宝杂货和社区团购（CGB）。这影响了EBITA利润率，EBITA利润率从2020年第三季度的41%降至2021年第三季度的34%。</blockquote></p><p> Alibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.</p><p><blockquote>阿里巴巴-SW尚未透露投资规模，但考虑到EBITA利润率的下降，斯夸利认为这是“投资规模的指标”。无论如何，斯夸利认为这些投资“掩盖”了该公司所说的“核心核心”业务——淘宝、天猫和阿里妈妈——稳定的利润率水平。</blockquote></p><p> Elsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.</p><p><blockquote>在其他地方，云领域“继续获得份额，目前已实现盈利”，阿里巴巴-SW继续专注于移动商务采用步伐加快的低线城市。</blockquote></p><p> As for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”</p><p><blockquote>至于过去几个月困扰阿里巴巴-SW的监管问题，中国监管机构进行反垄断调查以及蚂蚁金服IPO被叫停——Squali将其视为“相关担忧，但它们不会改变我们目前对阿里巴巴的投资论点”点。”</blockquote></p><p> The analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.</p><p><blockquote>分析师的信心得到了买入评级和330美元目标价的支持。这个数字意味着未来12个月将增长39%。</blockquote></p><p> The rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead. </p><p><blockquote>华尔街的其他人也相信阿里巴巴-SW准备执行死刑；除1条持有外，最近其他18条评论均表示买入。因此，该股拥有强烈买入共识评级，平均目标价为325.63美元。如果未来一年达到这一数字，投资者预计上涨空间约为37%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/keep-buying-alibaba-stock-says-224609761.html\">yahoo</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":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://finance.yahoo.com/news/keep-buying-alibaba-stock-says-224609761.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170143533","content_text":"After holding investor meetings with some of Alibaba’s (BABA) top brass, Truist analystYoussef Squalilays out the simple reason why investors should consider owning shares.\n“BABA maintains one of the fastest top line growth rates and highest profit margin profiles among our covered Internet mega-caps, yet it's the cheapest,” Squali said.\nCovid-19 impacted China before the rest of the world, yet China was also the first to shake off the pandemic. Since then, the Chinese economy has shown itself to be in rude health.\nAccording to the Chinese National Bureau of Statistics (NBS), retail sales in Jan-Feb were up by 33.8% year-over-year, although the uptick might be misleading as the pandemic was its peak in China during the same period in 2020. In comparison to the same period in 2019, growth increased by 3.2%. Specifically, in the e-commerce segment, there was growth of 32.5% vs. 2020 and 13.3% compared to 2019 - the latter figure in-line with the 13.4% growth exhibited in the December quarter.\n“For BABA in particular,” the 5-star analyst noted, “Our recent conversations with the company indicate that they've seen similar trends, and that demand remained robust so far in the quarter.”\nAlibaba has also been investing in its Core Commerce businesses – including in Taobao Deals, Taobao Live, New Retail, Taobao Grocery and Community Group Buying (CGB). This has impacted EBITA margins, which dropped to 34% in F3Q21 from 41% in F3Q20.\nAlibaba hasn’t disclosed the size of the investments, but considering the drop in EBITA margins, Squali believes it is an “indicator of their magnitude.” In any case, Squali thinks the investments “mask” the stable profit margin levels of what the company refers to as the \"core core\" businesses – Taobao, Tmall and Alimama.\nElsewhere, the cloud segment “continues to gain share and is now profitable” and Alibaba has continued to focus on lower-tier cities where the adoption of mobile commerce is gathering pace.\nAs for the regulatory issues that have plagued Alibaba over the past months, with the Chinese regulators conducting an antimonopoly probe and the halt of Ant Financial’s IPO – Squali regards them as “relevant concerns, but they do not alter our investment thesis for BABA at this point.”\nThe analyst’s confidence is backed by a Buy rating and a $330 price target. This figure implies a 39% over the next 12 months.\nThe rest of the Street also believes Alibaba is poised to execute; barring 1 Hold, all 18 other recent reviews say Buy. The stock, therefore, boasts a Strong Buy consensus rating, accompanied by a $325.63 average price target. Investors are looking at upside of ~37%, should the figure be met in the year ahead.","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350242624,"gmtCreate":1616218290268,"gmtModify":1634526675842,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350242624","repostId":"1103756496","repostType":2,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327105104,"gmtCreate":1616066333308,"gmtModify":1634527421858,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327105104","repostId":"1130710000","repostType":2,"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327106933,"gmtCreate":1616066171122,"gmtModify":1634527423507,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Buy while it's cheap now 👍","listText":"Buy while it's cheap now 👍","text":"Buy while it's cheap now 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327106933","repostId":"1151684793","repostType":2,"repost":{"id":"1151684793","kind":"news","pubTimestamp":1616054223,"share":"https://www.laohu8.com/m/news/1151684793?lang=zh_CN&edition=full","pubTime":"2021-03-18 15:57","market":"us","language":"en","title":"Here's Why Palantir Is a Must-Have Stock for Long Term Investors<blockquote>这就是为什么Palantir是长期投资者的必备股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151684793","media":"Motley Fool","summary":"In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in every","content":"<p>In this video, I will be talking about<b>Palantir</b>(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's for governments or corporate firms.</p><p><blockquote>在这段视频中，我将谈论<b>Palantir</b>（纽约证券交易所股票代码：PLTR）并解释为什么它应该出现在每个人的长期投资组合中。Palantir的业务是“预测未来结果”，无论是为政府还是企业。</blockquote></p><p>Palantir offers a couple of services such as Gotham (for governments), Foundry (for corporate clients), and Apollo, a continuous delivery system that manages and deploys Palantir Gotham and Foundry. Securing government contracts is a great way of securing long-term revenue and lets the company on other areas it wishes to expand. Palantir recently announced it has partnered up with<b>Amazon</b>(NASDAQ:AMZN)Web Services.</p><p><blockquote>Palantir提供多种服务，例如Gotham（面向政府）、Foundry（面向企业客户）和Apollo，这是一个管理和部署Palantir Gotham和Foundry的持续交付系统。获得政府合同是获得长期收入的好方法，可以让公司在其他领域扩张。Palantir最近宣布与<b>亚马逊</b>（纳斯达克：AMZN）网络服务。</blockquote></p><p>The company had a pretty good year with 47% YoY Revenue growth for full-year 2020 and expects that growth to be bigger than 30% for 2021. Data is slowly becoming the most valuable commodity on the planet and Palantir is exactly where it needs to be to take advantage of that. Data collecting and analyzing isn't going to slow down in the years to come, it's only going to accelerate. And that's why Palantir is going to win and win big.</p><p><blockquote>该公司度过了相当不错的一年，2020年全年收入同比增长47%，预计2021年的增长将超过30%。数据正在慢慢成为地球上最有价值的商品，而Palantir正是它需要利用这一点的地方。数据收集和分析在未来几年不会放缓，只会加速。这就是为什么Palantir将会大获全胜。</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>Here's Why Palantir Is a Must-Have Stock for Long Term Investors<blockquote>这就是为什么Palantir是长期投资者的必备股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere's Why Palantir Is a Must-Have Stock for Long Term Investors<blockquote>这就是为什么Palantir是长期投资者的必备股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-03-18 15:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In this video, I will be talking about<b>Palantir</b>(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's for governments or corporate firms.</p><p><blockquote>在这段视频中，我将谈论<b>Palantir</b>（纽约证券交易所股票代码：PLTR）并解释为什么它应该出现在每个人的长期投资组合中。Palantir的业务是“预测未来结果”，无论是为政府还是企业。</blockquote></p><p>Palantir offers a couple of services such as Gotham (for governments), Foundry (for corporate clients), and Apollo, a continuous delivery system that manages and deploys Palantir Gotham and Foundry. Securing government contracts is a great way of securing long-term revenue and lets the company on other areas it wishes to expand. Palantir recently announced it has partnered up with<b>Amazon</b>(NASDAQ:AMZN)Web Services.</p><p><blockquote>Palantir提供多种服务，例如Gotham（面向政府）、Foundry（面向企业客户）和Apollo，这是一个管理和部署Palantir Gotham和Foundry的持续交付系统。获得政府合同是获得长期收入的好方法，可以让公司在其他领域扩张。Palantir最近宣布与<b>亚马逊</b>（纳斯达克：AMZN）网络服务。</blockquote></p><p>The company had a pretty good year with 47% YoY Revenue growth for full-year 2020 and expects that growth to be bigger than 30% for 2021. Data is slowly becoming the most valuable commodity on the planet and Palantir is exactly where it needs to be to take advantage of that. Data collecting and analyzing isn't going to slow down in the years to come, it's only going to accelerate. And that's why Palantir is going to win and win big.</p><p><blockquote>该公司度过了相当不错的一年，2020年全年收入同比增长47%，预计2021年的增长将超过30%。数据正在慢慢成为地球上最有价值的商品，而Palantir正是它需要利用这一点的地方。数据收集和分析在未来几年不会放缓，只会加速。这就是为什么Palantir将会大获全胜。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/03/17/heres-why-palantir-is-a-must-have-stock-for-long-t/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.fool.com/investing/2021/03/17/heres-why-palantir-is-a-must-have-stock-for-long-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151684793","content_text":"In this video, I will be talking aboutPalantir(NYSE:PLTR)again and explain why it should be in everyone's long-term portfolio. Palantir is in the business of \"predicting future outcomes\" whether it's for governments or corporate firms.Palantir offers a couple of services such as Gotham (for governments), Foundry (for corporate clients), and Apollo, a continuous delivery system that manages and deploys Palantir Gotham and Foundry. Securing government contracts is a great way of securing long-term revenue and lets the company on other areas it wishes to expand. Palantir recently announced it has partnered up withAmazon(NASDAQ:AMZN)Web Services.The company had a pretty good year with 47% YoY Revenue growth for full-year 2020 and expects that growth to be bigger than 30% for 2021. Data is slowly becoming the most valuable commodity on the planet and Palantir is exactly where it needs to be to take advantage of that. Data collecting and analyzing isn't going to slow down in the years to come, it's only going to accelerate. And that's why Palantir is going to win and win big.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324335513,"gmtCreate":1615961780132,"gmtModify":1703495574106,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks 😊","listText":"Like and comment thanks 😊","text":"Like and comment thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324335513","repostId":"1128610365","repostType":4,"repost":{"id":"1128610365","kind":"news","pubTimestamp":1615958862,"share":"https://www.laohu8.com/m/news/1128610365?lang=zh_CN&edition=full","pubTime":"2021-03-17 13:27","market":"us","language":"en","title":"Why One Analyst Thinks Apple Shares Still Look Cheap<blockquote>为什么一位分析师认为苹果股价看起来仍然便宜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128610365","media":"Barrons","summary":"Apple shares are getting a boost Tuesday from Evercore ISI analyst Amit Daryanani, who repeated his ","content":"<p>Apple&nbsp;shares are getting a boost Tuesday from&nbsp;Evercore ISI analyst Amit Daryanani, who repeated his Outperform rating on the stock while lifting his price target to $175 from $163.</p><p><blockquote>Evercore ISI分析师Amit Daryanani周二提振了苹果股价，他重申了对该股跑赢大盘的评级，同时将目标价从163美元上调至175美元。</blockquote></p><p> In an exhaustive 126-page report, Daryanani asserts that Apple (ticker: AAPL) “remains positioned to sustain mid-single digit sales and mid-teens total return over the next several years.”</p><p><blockquote>Daryanani在一份长达126页的详尽报告中断言，苹果（股票代码：AAPL）“仍有能力在未来几年维持中个位数的销售额和中位数的总回报率。”</blockquote></p><p> The analyst notes that Apple shares had a strong year in 2020, rallying 81%—five times the return of theS&amp;P 500—creating concerns about the stock’s potential for 2021, in particular as&nbsp;the iPhone 12 cycle&nbsp;plays out. But he thinks the concern is misplaced.</p><p><blockquote>该分析师指出，苹果股价在2020年表现强劲，上涨了81%，是标准普尔500指数回报率的五倍，引发了人们对该股2021年潜力的担忧，特别是在iPhone 12周期结束之际。但他认为这种担忧是错误的。</blockquote></p><p> Daryanani projects Apple can reach more than $7 a share in profits by the September 2025 fiscal year, up from a Wall Street analyst consensus view of $4.45 a share for fiscal 2021—driven by a combination of better monetization of the installed base with services and wearables, gross margin expansion, stock buybacks, and new products.</p><p><blockquote>Daryanani预计，到2025年9月财年，苹果的每股利润将超过7美元，高于华尔街分析师普遍认为的2021财年每股4.45美元——这是由服务和可穿戴设备的安装基础更好货币化共同推动的、毛利率扩张、股票回购和新产品。</blockquote></p><p> Apple has a path to $100 billion in revenue from services by fiscal 2025, he argues, driving margin expansion and smoothing out the more cyclical hardware business.Apple had fiscal-2020 services revenue&nbsp;of about $54 billion.</p><p><blockquote>他认为，到2025财年，苹果的服务收入有望达到1000亿美元，从而推动利润率扩张并平滑周期性更强的硬件业务。苹果2020财年的服务收入约为540亿美元。</blockquote></p><p> Daryanani thinks the wearables business can expand to $70 billion, up from $31 billion in fiscal 2020, given relatively low penetration of Apple Watch and AirPods among iPhone users.</p><p><blockquote>Daryanani认为，鉴于苹果手表和AirPods在iPhone用户中的渗透率相对较低，可穿戴设备业务可以从2020财年的310亿美元扩大到700亿美元。</blockquote></p><p> The Evercore analyst sees four important potential new sources of growth in healthcare, advertising, cars, and augmented and virtual reality.</p><p><blockquote>Evercore分析师认为医疗保健、广告、汽车以及增强和虚拟现实领域有四个重要的潜在新增长来源。</blockquote></p><p> Not least, he thinks Apple will buy back close to $500 billion more of its stock through fiscal 2025—close to 25% of the company’s current market valuation. He notes that Apple has repurchased $253 billion of stock since it announced an intention to reach a net neutral cash position—about 94% of free cash flow. Given the company’s interest in reducing its cash position, he sees the pace of buybacks accelerating to 112% of free cash flow.</p><p><blockquote>更重要的是，他认为苹果将在2025财年回购近5000亿美元的股票，接近该公司当前市场估值的25%。他指出，自宣布打算实现净中性现金头寸（约占自由现金流的94%）以来，苹果已回购了2530亿美元的股票。鉴于该公司有兴趣减少现金头寸，他预计回购步伐将加快至自由现金流的112%。</blockquote></p><p> Daryanani asserts that looking at historical valuations isn’t the best method for valuing Apple shares as the story shifts more to services and capital allocation. “While the rapid rerating has led to calls that Apple is overvalued, we think a multiple in the mid-to-high 30s will be the new normal as investors come to appreciate Apple’s ability to monetize its install base while continuing to release category-defining products and services,” he writes.</p><p><blockquote>Daryanani断言，随着故事更多地转向服务和资本配置，查看历史估值并不是评估苹果股票的最佳方法。“虽然快速重新评级导致评级认为苹果被高估，但我们认为，随着投资者开始欣赏苹果在继续发布类别的同时将其安装基础货币化的能力，30多岁的市盈率将成为新常态。定义产品和服务，”他写道。</blockquote></p><p> His view is that the stock should trade like a consumer-goods company—and that it makes more sense to value the business as a multiple of free cash flow rather than earnings. On that basis, Daryanani writes, the stock trades at a “notable discount” to both consumer-goods companies like&nbsp;Coca-Cola(KO) and&nbsp;PepsiCo(PEP), and luxury-goods companies like&nbsp;LVMH(MC.France),Hermès International(RMS.France), and&nbsp;Estee Lauder(EL).&nbsp;</p><p><blockquote>他的观点是，该股应该像消费品公司一样交易，并且将业务估值为自由现金流而不是收益的倍数更有意义。达里亚纳尼写道，在此基础上，该股的交易价格相对于可口可乐(KO)和百事可乐(PEP)等消费品公司以及路威酩轩集团(MC.France)、爱马仕国际(RMS.France)等奢侈品公司都有“显着折扣”。（RMS.France）和雅诗兰黛（EL）。</blockquote></p><p> Apple shares are up 1.3%, at $125.57, in recent trading. </p><p><blockquote>在最近的交易中，苹果股价上涨1.3%，至125.57美元。</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>Why One Analyst Thinks Apple Shares Still Look Cheap<blockquote>为什么一位分析师认为苹果股价看起来仍然便宜</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Thinks Apple Shares Still Look Cheap<blockquote>为什么一位分析师认为苹果股价看起来仍然便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-17 13:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;shares are getting a boost Tuesday from&nbsp;Evercore ISI analyst Amit Daryanani, who repeated his Outperform rating on the stock while lifting his price target to $175 from $163.</p><p><blockquote>Evercore ISI分析师Amit Daryanani周二提振了苹果股价，他重申了对该股跑赢大盘的评级，同时将目标价从163美元上调至175美元。</blockquote></p><p> In an exhaustive 126-page report, Daryanani asserts that Apple (ticker: AAPL) “remains positioned to sustain mid-single digit sales and mid-teens total return over the next several years.”</p><p><blockquote>Daryanani在一份长达126页的详尽报告中断言，苹果（股票代码：AAPL）“仍有能力在未来几年维持中个位数的销售额和中位数的总回报率。”</blockquote></p><p> The analyst notes that Apple shares had a strong year in 2020, rallying 81%—five times the return of theS&amp;P 500—creating concerns about the stock’s potential for 2021, in particular as&nbsp;the iPhone 12 cycle&nbsp;plays out. But he thinks the concern is misplaced.</p><p><blockquote>该分析师指出，苹果股价在2020年表现强劲，上涨了81%，是标准普尔500指数回报率的五倍，引发了人们对该股2021年潜力的担忧，特别是在iPhone 12周期结束之际。但他认为这种担忧是错误的。</blockquote></p><p> Daryanani projects Apple can reach more than $7 a share in profits by the September 2025 fiscal year, up from a Wall Street analyst consensus view of $4.45 a share for fiscal 2021—driven by a combination of better monetization of the installed base with services and wearables, gross margin expansion, stock buybacks, and new products.</p><p><blockquote>Daryanani预计，到2025年9月财年，苹果的每股利润将超过7美元，高于华尔街分析师普遍认为的2021财年每股4.45美元——这是由服务和可穿戴设备的安装基础更好货币化共同推动的、毛利率扩张、股票回购和新产品。</blockquote></p><p> Apple has a path to $100 billion in revenue from services by fiscal 2025, he argues, driving margin expansion and smoothing out the more cyclical hardware business.Apple had fiscal-2020 services revenue&nbsp;of about $54 billion.</p><p><blockquote>他认为，到2025财年，苹果的服务收入有望达到1000亿美元，从而推动利润率扩张并平滑周期性更强的硬件业务。苹果2020财年的服务收入约为540亿美元。</blockquote></p><p> Daryanani thinks the wearables business can expand to $70 billion, up from $31 billion in fiscal 2020, given relatively low penetration of Apple Watch and AirPods among iPhone users.</p><p><blockquote>Daryanani认为，鉴于苹果手表和AirPods在iPhone用户中的渗透率相对较低，可穿戴设备业务可以从2020财年的310亿美元扩大到700亿美元。</blockquote></p><p> The Evercore analyst sees four important potential new sources of growth in healthcare, advertising, cars, and augmented and virtual reality.</p><p><blockquote>Evercore分析师认为医疗保健、广告、汽车以及增强和虚拟现实领域有四个重要的潜在新增长来源。</blockquote></p><p> Not least, he thinks Apple will buy back close to $500 billion more of its stock through fiscal 2025—close to 25% of the company’s current market valuation. He notes that Apple has repurchased $253 billion of stock since it announced an intention to reach a net neutral cash position—about 94% of free cash flow. Given the company’s interest in reducing its cash position, he sees the pace of buybacks accelerating to 112% of free cash flow.</p><p><blockquote>更重要的是，他认为苹果将在2025财年回购近5000亿美元的股票，接近该公司当前市场估值的25%。他指出，自宣布打算实现净中性现金头寸（约占自由现金流的94%）以来，苹果已回购了2530亿美元的股票。鉴于该公司有兴趣减少现金头寸，他预计回购步伐将加快至自由现金流的112%。</blockquote></p><p> Daryanani asserts that looking at historical valuations isn’t the best method for valuing Apple shares as the story shifts more to services and capital allocation. “While the rapid rerating has led to calls that Apple is overvalued, we think a multiple in the mid-to-high 30s will be the new normal as investors come to appreciate Apple’s ability to monetize its install base while continuing to release category-defining products and services,” he writes.</p><p><blockquote>Daryanani断言，随着故事更多地转向服务和资本配置，查看历史估值并不是评估苹果股票的最佳方法。“虽然快速重新评级导致评级认为苹果被高估，但我们认为，随着投资者开始欣赏苹果在继续发布类别的同时将其安装基础货币化的能力，30多岁的市盈率将成为新常态。定义产品和服务，”他写道。</blockquote></p><p> His view is that the stock should trade like a consumer-goods company—and that it makes more sense to value the business as a multiple of free cash flow rather than earnings. On that basis, Daryanani writes, the stock trades at a “notable discount” to both consumer-goods companies like&nbsp;Coca-Cola(KO) and&nbsp;PepsiCo(PEP), and luxury-goods companies like&nbsp;LVMH(MC.France),Hermès International(RMS.France), and&nbsp;Estee Lauder(EL).&nbsp;</p><p><blockquote>他的观点是，该股应该像消费品公司一样交易，并且将业务估值为自由现金流而不是收益的倍数更有意义。达里亚纳尼写道，在此基础上，该股的交易价格相对于可口可乐(KO)和百事可乐(PEP)等消费品公司以及路威酩轩集团(MC.France)、爱马仕国际(RMS.France)等奢侈品公司都有“显着折扣”。（RMS.France）和雅诗兰黛（EL）。</blockquote></p><p> Apple shares are up 1.3%, at $125.57, in recent trading. </p><p><blockquote>在最近的交易中，苹果股价上涨1.3%，至125.57美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-one-analyst-thinks-apple-shares-still-look-cheap-51615912098?mod=hp_DAY_14\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/why-one-analyst-thinks-apple-shares-still-look-cheap-51615912098?mod=hp_DAY_14","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128610365","content_text":"Apple shares are getting a boost Tuesday from Evercore ISI analyst Amit Daryanani, who repeated his Outperform rating on the stock while lifting his price target to $175 from $163.\nIn an exhaustive 126-page report, Daryanani asserts that Apple (ticker: AAPL) “remains positioned to sustain mid-single digit sales and mid-teens total return over the next several years.”\nThe analyst notes that Apple shares had a strong year in 2020, rallying 81%—five times the return of theS&P 500—creating concerns about the stock’s potential for 2021, in particular as the iPhone 12 cycle plays out. But he thinks the concern is misplaced.\nDaryanani projects Apple can reach more than $7 a share in profits by the September 2025 fiscal year, up from a Wall Street analyst consensus view of $4.45 a share for fiscal 2021—driven by a combination of better monetization of the installed base with services and wearables, gross margin expansion, stock buybacks, and new products.\nApple has a path to $100 billion in revenue from services by fiscal 2025, he argues, driving margin expansion and smoothing out the more cyclical hardware business.Apple had fiscal-2020 services revenue of about $54 billion.\nDaryanani thinks the wearables business can expand to $70 billion, up from $31 billion in fiscal 2020, given relatively low penetration of Apple Watch and AirPods among iPhone users.\nThe Evercore analyst sees four important potential new sources of growth in healthcare, advertising, cars, and augmented and virtual reality.\nNot least, he thinks Apple will buy back close to $500 billion more of its stock through fiscal 2025—close to 25% of the company’s current market valuation. He notes that Apple has repurchased $253 billion of stock since it announced an intention to reach a net neutral cash position—about 94% of free cash flow. Given the company’s interest in reducing its cash position, he sees the pace of buybacks accelerating to 112% of free cash flow.\nDaryanani asserts that looking at historical valuations isn’t the best method for valuing Apple shares as the story shifts more to services and capital allocation. “While the rapid rerating has led to calls that Apple is overvalued, we think a multiple in the mid-to-high 30s will be the new normal as investors come to appreciate Apple’s ability to monetize its install base while continuing to release category-defining products and services,” he writes.\nHis view is that the stock should trade like a consumer-goods company—and that it makes more sense to value the business as a multiple of free cash flow rather than earnings. On that basis, Daryanani writes, the stock trades at a “notable discount” to both consumer-goods companies like Coca-Cola(KO) and PepsiCo(PEP), and luxury-goods companies like LVMH(MC.France),Hermès International(RMS.France), and Estee Lauder(EL). \nApple shares are up 1.3%, at $125.57, in recent trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325880684,"gmtCreate":1615885803748,"gmtModify":1703494455568,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks 😊","listText":"Like and comment thanks 😊","text":"Like and comment thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325880684","repostId":"2119945399","repostType":4,"repost":{"id":"2119945399","kind":"news","pubTimestamp":1615882664,"share":"https://www.laohu8.com/m/news/2119945399?lang=zh_CN&edition=full","pubTime":"2021-03-16 16:17","market":"us","language":"en","title":"Is Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2119945399","media":"Insider Monkey","summary":"We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitati","content":"<p>We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).</p><p><blockquote>我们知道，从长远来看，对冲基金会产生强劲的、经过风险调整的回报，因此模仿他们共同看好的选择对于散户投资者来说可能是一种有利可图的策略。聪明的投资者拥有数十亿美元的资产，必须进行复杂的分析，花费大量资源，并使用普通大众并不总是可用的工具。这并不意味着他们没有偶尔的巨大损失；确实如此（就像Melvin Capital最近在游戏驿站的损失一样）。然而，密切关注对冲基金活动仍然是一个好主意。考虑到这一点，在本轮13F备案刚刚结束之际，让我们来看看聪明资金对Paypal控股公司（纳斯达克：PYPL）的情绪。</blockquote></p><p> <b>Is PYPL stock a buy or sell?</b> Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).</p><p><blockquote><b>PYPL股票是买入还是卖出？</b>截至2020年第四季度末，Paypal控股公司（纳斯达克股票代码：PYPL）参与了147家对冲基金的投资组合。这一统计数据的历史最高值是150。近几个月来，PYPL的对冲基金情绪有所下降。截至9月底，我们的数据库中有150家对冲基金持有PYPL。我们的计算还显示，PYPL在对冲基金最受欢迎的30只股票中排名第10（点击查看第四季度排名）。</blockquote></p><p> Why do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&amp;P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.</p><p><blockquote>我们为什么要关注对冲基金的情绪？我们的研究表明，自2017年3月以来，部分对冲基金持股的表现优于标普500 ETF 124个百分点（详情请参阅此处）。我们还能够提前确定一组表现明显逊于市场的对冲基金持股。自2017年2月以来，我们一直在跟踪和分享这些股票的名单，截至11月17日，它们下跌了13%。这就是为什么我们认为对冲基金情绪是投资者应该关注的一个极其有用的指标。</blockquote></p><p> At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest growing industries right now, so we are checking out stock pitches like this <b>emerging lithium stock</b>. We go through lists like the 10 best hydrogen fuel cell stocks&nbsp;to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on&nbsp;our homepage&nbsp;(or at the end of this article).&nbsp;Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是<a href=\"https://laohu8.com/S/AONE\">一</a>目前增长最快的行业之一，因此我们正在检查这样的股票推介<b>新兴锂股</b>.我们通过10只最佳氢燃料电池股票等列表来挑选下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。您可以在我们的主页上（或在本文末尾）订阅我们的免费每日时事通讯。考虑到这一点，我们将回顾最近对冲基金围绕Paypal控股公司（纳斯达克：PYPL）的行动。</blockquote></p><p> <h2>Do Hedge Funds Think PYPL Is A Good Stock To Buy Now?</h2> Heading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote><h2>对冲基金认为PYPL是现在值得买入的好股票吗？</h2>进入2021年第一季度，Insider Monkey追踪的对冲基金中共有147家看好该股，较2020年第三季度变化为-2%。下图显示了过去22个季度看涨PYPL的对冲基金数量。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6e650c2fb8717c617f984ff96a9bbdce\" tg-width=\"678\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.</p><p><blockquote>在这些基金中，Fundsmith LLP持有Paypal控股公司（纳斯达克股票代码：PYPL）最有价值的股份，第四季度末价值为28.886亿美元。位居第二的是费舍尔资产管理公司(Fisher Asset Management)，该公司持有价值25.014亿美元的股票。Coatue Management、SB Management和Egerton Capital Limited也非常喜欢该股，成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>该公司最大的对冲基金持有人。就分配给每个头寸的投资组合权重而言，Portland Hill Asset Management将最大的权重分配给了Paypal控股公司（纳斯达克股票代码：PYPL），约占其13F投资组合的12.98%。Aravt Global也相对非常看好该股，将其13F股票投资组合的12.6%指定给PYPL。</blockquote></p><p> Seeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.</p><p><blockquote>鉴于Paypal控股公司（纳斯达克股票代码：PYPL）面临整个对冲基金行业兴趣下降的问题，可以肯定地说，有一部分对冲基金选择在第四季度末削减全部股份。有趣的是，Lone Pine Capital削减了Insider Monkey监控的所有对冲基金中最大的投资，股票价值估计为11.824亿美元，而Gabriel Plotkin的Melvin Capital Management紧随其后，该基金削减了约1.379亿美元的价值。这些交易值得注意，因为截至第四季度末，对冲基金的总利息下降了3只基金。</blockquote></p><p></p><p> Let's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck &amp; Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.</p><p><blockquote>让我们看看与Paypal控股公司（纳斯达克股票代码：PYPL）类似的其他股票的对冲基金活动。我们将看看salesforce.com公司（纽约证券交易所代码：CRM）、华特迪士尼公司（纽约证券交易所代码：DIS），<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>（纳斯达克代码：NFLX）、英特尔公司（纳斯达克代码：INTC）、可口可乐公司（纽约证券交易所代码：KO）、康卡斯特公司（纳斯达克代码：CMCSA）和默克公司（纽约证券交易所代码：MRK）。所有这些股票的市值都与PYPL的市值相似。</blockquote></p><p> [table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化CRM、97,105 760 35、-9 DIS、144,164 172 40、32 NFLX、116,156 333 43、12 INTC、72,557 882 4、6 KO、62,246 833 72、2 CMCSA、84,883 176 7、2 MRK、82,717 107 2、2平均值、93.9、12698808、6.7[/表]</blockquote></p><p> View table here&nbsp;if you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p> As you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.</p><p><blockquote>正如您所看到的，这些股票平均有93.9个对冲基金持有看涨头寸，这些股票的平均投资金额为126.99亿美元。PYPL的这一数字为159.61亿美元。华特迪士尼公司（纽约证券交易所股票代码：DIS）是此表中最受欢迎的股票。另一方面，可口可乐公司（纽约证券交易所股票代码：KO）是最不受欢迎的公司，只有62个看涨对冲基金头寸。与这些股票相比，Paypal控股公司（纳斯达克股票代码：PYPL）更受对冲基金欢迎。我们对PYPL的总体对冲基金情绪得分为96。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。我们的计算显示，对冲基金最受欢迎的前30只股票在2019年和2020年的回报率为81.2%，跑赢标普500 ETF（SPDR标普500指数ETF）26个百分点。截至3月12日，这些股票在2021年上涨了7%，仍跑赢大盘1.6个百分点。对冲基金对PYPL的看法也是正确的，自第四季度末（截至3/12）以来，该股的回报率为6.9%，表现优于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金中最受欢迎的30只股票，因为自2019年以来，这些股票中的大多数已经跑赢了市场。</blockquote></p><p></p>","source":"lsy1606273129822","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>Is Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</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\">\nIs Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-03-16 16:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).</p><p><blockquote>我们知道，从长远来看，对冲基金会产生强劲的、经过风险调整的回报，因此模仿他们共同看好的选择对于散户投资者来说可能是一种有利可图的策略。聪明的投资者拥有数十亿美元的资产，必须进行复杂的分析，花费大量资源，并使用普通大众并不总是可用的工具。这并不意味着他们没有偶尔的巨大损失；确实如此（就像Melvin Capital最近在游戏驿站的损失一样）。然而，密切关注对冲基金活动仍然是一个好主意。考虑到这一点，在本轮13F备案刚刚结束之际，让我们来看看聪明资金对Paypal控股公司（纳斯达克：PYPL）的情绪。</blockquote></p><p> <b>Is PYPL stock a buy or sell?</b> Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).</p><p><blockquote><b>PYPL股票是买入还是卖出？</b>截至2020年第四季度末，Paypal控股公司（纳斯达克股票代码：PYPL）参与了147家对冲基金的投资组合。这一统计数据的历史最高值是150。近几个月来，PYPL的对冲基金情绪有所下降。截至9月底，我们的数据库中有150家对冲基金持有PYPL。我们的计算还显示，PYPL在对冲基金最受欢迎的30只股票中排名第10（点击查看第四季度排名）。</blockquote></p><p> Why do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&amp;P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.</p><p><blockquote>我们为什么要关注对冲基金的情绪？我们的研究表明，自2017年3月以来，部分对冲基金持股的表现优于标普500 ETF 124个百分点（详情请参阅此处）。我们还能够提前确定一组表现明显逊于市场的对冲基金持股。自2017年2月以来，我们一直在跟踪和分享这些股票的名单，截至11月17日，它们下跌了13%。这就是为什么我们认为对冲基金情绪是投资者应该关注的一个极其有用的指标。</blockquote></p><p> At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest growing industries right now, so we are checking out stock pitches like this <b>emerging lithium stock</b>. We go through lists like the 10 best hydrogen fuel cell stocks&nbsp;to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on&nbsp;our homepage&nbsp;(or at the end of this article).&nbsp;Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是<a href=\"https://laohu8.com/S/AONE\">一</a>目前增长最快的行业之一，因此我们正在检查这样的股票推介<b>新兴锂股</b>.我们通过10只最佳氢燃料电池股票等列表来挑选下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。您可以在我们的主页上（或在本文末尾）订阅我们的免费每日时事通讯。考虑到这一点，我们将回顾最近对冲基金围绕Paypal控股公司（纳斯达克：PYPL）的行动。</blockquote></p><p> <h2>Do Hedge Funds Think PYPL Is A Good Stock To Buy Now?</h2> Heading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote><h2>对冲基金认为PYPL是现在值得买入的好股票吗？</h2>进入2021年第一季度，Insider Monkey追踪的对冲基金中共有147家看好该股，较2020年第三季度变化为-2%。下图显示了过去22个季度看涨PYPL的对冲基金数量。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6e650c2fb8717c617f984ff96a9bbdce\" tg-width=\"678\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.</p><p><blockquote>在这些基金中，Fundsmith LLP持有Paypal控股公司（纳斯达克股票代码：PYPL）最有价值的股份，第四季度末价值为28.886亿美元。位居第二的是费舍尔资产管理公司(Fisher Asset Management)，该公司持有价值25.014亿美元的股票。Coatue Management、SB Management和Egerton Capital Limited也非常喜欢该股，成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>该公司最大的对冲基金持有人。就分配给每个头寸的投资组合权重而言，Portland Hill Asset Management将最大的权重分配给了Paypal控股公司（纳斯达克股票代码：PYPL），约占其13F投资组合的12.98%。Aravt Global也相对非常看好该股，将其13F股票投资组合的12.6%指定给PYPL。</blockquote></p><p> Seeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.</p><p><blockquote>鉴于Paypal控股公司（纳斯达克股票代码：PYPL）面临整个对冲基金行业兴趣下降的问题，可以肯定地说，有一部分对冲基金选择在第四季度末削减全部股份。有趣的是，Lone Pine Capital削减了Insider Monkey监控的所有对冲基金中最大的投资，股票价值估计为11.824亿美元，而Gabriel Plotkin的Melvin Capital Management紧随其后，该基金削减了约1.379亿美元的价值。这些交易值得注意，因为截至第四季度末，对冲基金的总利息下降了3只基金。</blockquote></p><p></p><p> Let's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck &amp; Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.</p><p><blockquote>让我们看看与Paypal控股公司（纳斯达克股票代码：PYPL）类似的其他股票的对冲基金活动。我们将看看salesforce.com公司（纽约证券交易所代码：CRM）、华特迪士尼公司（纽约证券交易所代码：DIS），<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>（纳斯达克代码：NFLX）、英特尔公司（纳斯达克代码：INTC）、可口可乐公司（纽约证券交易所代码：KO）、康卡斯特公司（纳斯达克代码：CMCSA）和默克公司（纽约证券交易所代码：MRK）。所有这些股票的市值都与PYPL的市值相似。</blockquote></p><p> [table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化CRM、97,105 760 35、-9 DIS、144,164 172 40、32 NFLX、116,156 333 43、12 INTC、72,557 882 4、6 KO、62,246 833 72、2 CMCSA、84,883 176 7、2 MRK、82,717 107 2、2平均值、93.9、12698808、6.7[/表]</blockquote></p><p> View table here&nbsp;if you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p> As you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.</p><p><blockquote>正如您所看到的，这些股票平均有93.9个对冲基金持有看涨头寸，这些股票的平均投资金额为126.99亿美元。PYPL的这一数字为159.61亿美元。华特迪士尼公司（纽约证券交易所股票代码：DIS）是此表中最受欢迎的股票。另一方面，可口可乐公司（纽约证券交易所股票代码：KO）是最不受欢迎的公司，只有62个看涨对冲基金头寸。与这些股票相比，Paypal控股公司（纳斯达克股票代码：PYPL）更受对冲基金欢迎。我们对PYPL的总体对冲基金情绪得分为96。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。我们的计算显示，对冲基金最受欢迎的前30只股票在2019年和2020年的回报率为81.2%，跑赢标普500 ETF（SPDR标普500指数ETF）26个百分点。截至3月12日，这些股票在2021年上涨了7%，仍跑赢大盘1.6个百分点。对冲基金对PYPL的看法也是正确的，自第四季度末（截至3/12）以来，该股的回报率为6.9%，表现优于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金中最受欢迎的30只股票，因为自2019年以来，这些股票中的大多数已经跑赢了市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.insidermonkey.com/blog/is-paypal-holdings-pypl-stock-a-buy-or-sell-924298/\">Insider Monkey</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":{"PYPL":"PayPal"},"source_url":"https://www.insidermonkey.com/blog/is-paypal-holdings-pypl-stock-a-buy-or-sell-924298/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119945399","content_text":"We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).\nIs PYPL stock a buy or sell? Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).\nWhy do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.\nAt Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We go through lists like the 10 best hydrogen fuel cell stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage (or at the end of this article). Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).\nDo Hedge Funds Think PYPL Is A Good Stock To Buy Now?\nHeading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.\n\nAmong these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.\nSeeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.\nLet's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), Netflix, Inc. (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck & Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.\n[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]\nView table here if you experience formatting issues.\nAs you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322579795,"gmtCreate":1615818348617,"gmtModify":1703493541826,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Sad, missed it when it was cheap","listText":"Sad, missed it when it was cheap","text":"Sad, missed it when it was cheap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322579795","repostId":"1136444569","repostType":4,"repost":{"id":"1136444569","kind":"news","pubTimestamp":1615804432,"share":"https://www.laohu8.com/m/news/1136444569?lang=zh_CN&edition=full","pubTime":"2021-03-15 18:33","market":"us","language":"en","title":"Tesla Prepares For Shanghai Gigafactory Expansion<blockquote>特斯拉为上海超级工厂扩建做准备</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136444569","media":"Benzinga","summary":"Tesla Inc. is preparing to expand its Gigafactory in China with a boost in production capacity for c","content":"<p><div> Tesla Inc. is preparing to expand its Gigafactory in China with a boost in production capacity for components such as powertrain and motors, cnEVpostreportedSaturday. What Happened: Citing an ...</p><p><blockquote><div>据CNEVPost周六报道，特斯拉公司正准备扩建其在华超级工厂，提高动力总成和电机等零部件的产能。发生了什么：引用一个...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Prepares For Shanghai Gigafactory Expansion<blockquote>特斯拉为上海超级工厂扩建做准备</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Prepares For Shanghai Gigafactory Expansion<blockquote>特斯拉为上海超级工厂扩建做准备</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-03-15 18:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Tesla Inc. is preparing to expand its Gigafactory in China with a boost in production capacity for components such as powertrain and motors, cnEVpostreportedSaturday. What Happened: Citing an ...</p><p><blockquote><div>据CNEVPost周六报道，特斯拉公司正准备扩建其在华超级工厂，提高动力总成和电机等零部件的产能。发生了什么：引用一个...</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion\">Benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/21/03/20159453/tesla-prepares-for-shanghai-gigafactory-expansion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136444569","content_text":"Tesla Inc. is preparing to expand its Gigafactory in China with a boost in production capacity for components such as powertrain and motors, cnEVpostreportedSaturday.\nWhat Happened: Citing an environmental assessment report, cnEVpost reported that Tesla’s Shanghai factory has made adjustments to a project in order to boost production capacity for components. cnEVpost is a China-focused EV website.\nThe manufacturing process adjustments will enable Tesla to increase its annual production capacity of pure electric vehicle power battery packs, drive motor systems and motor controllers, as per the report. The electric car maker currently manufactures the Model 3 sedan and Model Y compact sport utility vehicle at the Shanghai factory.\nWhile reporting its fourth-quarter results in January, Teslasaidthat the Shanghai factory can sustain Model 3 production at or above a run rate of 250,000 per year. Model Y production at the factory started in late 2020 and is in the process of ramping to full capacity.\nWhy It Matters: The electric car maker has previously said it planned to fulfill its localization commitment to the Chinese government and shorten the issue of long lead times for parts imported from the U.S.\nThe adjustments to the manufacturing processes are also part of Tesla’s efforts to boost sales in China, the company’s second-largest market. In February, Teslasaidits China sales doubled on a year-on-year basis to $6.6 billion.\nIn January, Tesla opened pre-orders for the Model Y in China, only to sell out three months’ worth of vehiclesin a matter of days.\nPrice Action: Tesla shares closed 0.8% lower on Friday at $693.73.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326815911,"gmtCreate":1615612021833,"gmtModify":1703491632077,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Hope the slip is only temporary&nbsp;","listText":"Hope the slip is only temporary&nbsp;","text":"Hope the slip is only temporary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326815911","repostId":"1114808605","repostType":4,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326812892,"gmtCreate":1615611921916,"gmtModify":1703491630874,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a>rebounding up","listText":"<a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a>rebounding up","text":"$Costco(COST)$rebounding up","images":[{"img":"https://static.tigerbbs.com/4eda5d4ccd2967da850a33ea639317b1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326812892","isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328738506,"gmtCreate":1615558998905,"gmtModify":1703490905290,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;yes appreciate more pls","listText":"[开心]&nbsp;&nbsp;yes appreciate more pls","text":"[开心] yes appreciate more pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328738506","repostId":"1192391495","repostType":4,"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328066476,"gmtCreate":1615475068495,"gmtModify":1703489673171,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Hope the rebound stay strong&nbsp;[财迷]&nbsp;","listText":"Hope the rebound stay strong&nbsp;[财迷]&nbsp;","text":"Hope the rebound stay strong [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328066476","repostId":"1124053377","repostType":4,"isVote":1,"tweetType":1,"viewCount":1245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":100535138,"gmtCreate":1619620559824,"gmtModify":1634211263849,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100535138","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://www.laohu8.com/m/news/1179396069?lang=zh_CN&edition=full","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次打破盈利上限。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</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>Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次打破盈利上限。这对股票意味着什么。</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\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次打破盈利上限。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要想超越2020年的井喷业绩，还有很多工作要做。问题是，这家科技巨头也许能够成功。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热度超出了图表，即使是对于最热门的科技公司来说也是如此。对该公司首款5G手机将于秋季推出的预期，随着疫情的发展，对Mac和iPad的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些因素都在12月季度集中在一起，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升21%，达到1114亿美元，比华尔街普遍预期高出80亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价全年上涨81%，市值增加近1万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难遵循的行为，尤其是在3月份季度，该季度总是比假期提振的12月份季度放缓。但当周三盘后公布结果时，苹果可能会再次实现五倍的增长。华尔街当然是这么认为的，尽管2021年推动苹果股价上涨不到2%的市场更加谨慎。市场普遍预计看涨期权将比去年全面实现两位数增长：iPhone销售额增长43%，达到414亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额68亿美元，增长27%；可穿戴设备销售额（主要是苹果手表和AirPods）为74亿美元，增长18%；服务业增长16%，达到155亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街普遍预计销售额为770亿美元，比去年同期增长32%，每股利润为98美分。这将是苹果自2012年3月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的股价可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新信息。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性头寸，但其庞大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是盈利。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>其一，华尔街将寻找Mac和iPad销量激增可持续的迹象，以及尽管芯片和显示屏普遍短缺，但该公司仍能满足需求的迹象。一些投资者担心，随着越来越多的人返回学校和办公室，个人电脑需求的激增可能会消退。他们将在这一点上寻求公司的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。多头曾寄予厚望，认为iPhone 12将推动换机周期加速的“超级周期”。几位分析师指出，消费者对iPhone 12系列高端产品的明显偏好正在推高平均售价，这应该会支持该细分市场强劲的收入季度。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt的布莱恩·怀特(Brian White)写道：“鉴于2020年秋季新款iPhone的发布时间晚于季节性，我们相信，与过去几年相比，今年3月季度的iPhone需求将经历更有利的同比比较。”预计本季度iPhone收入将增长47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拼凑起来呢？摩根士丹利分析师凯蒂·休伯蒂(Katy Huberty)写道，苹果可能会超出华尔街的预期，她对该股给予跑赢大盘评级，目标价为158美元，较周一收盘价134.72美元上涨17%。她预计营收将超过800亿美元，所有细分市场同比至少增长19%。她尤其看好Mac和iPad的销量，预期远高于市场普遍预期——Mac销量为53%，iPad销量为52%。她还预计苹果将股息提高10%，并将股票回购计划扩大600亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372980984,"gmtCreate":1619168056848,"gmtModify":1634288042916,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372980984","repostId":"1143062408","repostType":4,"isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100537399,"gmtCreate":1619620630411,"gmtModify":1634211262831,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100537399","repostId":"1131068131","repostType":4,"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325880684,"gmtCreate":1615885803748,"gmtModify":1703494455568,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks 😊","listText":"Like and comment thanks 😊","text":"Like and comment thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/325880684","repostId":"2119945399","repostType":4,"repost":{"id":"2119945399","kind":"news","pubTimestamp":1615882664,"share":"https://www.laohu8.com/m/news/2119945399?lang=zh_CN&edition=full","pubTime":"2021-03-16 16:17","market":"us","language":"en","title":"Is Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2119945399","media":"Insider Monkey","summary":"We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitati","content":"<p>We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).</p><p><blockquote>我们知道，从长远来看，对冲基金会产生强劲的、经过风险调整的回报，因此模仿他们共同看好的选择对于散户投资者来说可能是一种有利可图的策略。聪明的投资者拥有数十亿美元的资产，必须进行复杂的分析，花费大量资源，并使用普通大众并不总是可用的工具。这并不意味着他们没有偶尔的巨大损失；确实如此（就像Melvin Capital最近在游戏驿站的损失一样）。然而，密切关注对冲基金活动仍然是一个好主意。考虑到这一点，在本轮13F备案刚刚结束之际，让我们来看看聪明资金对Paypal控股公司（纳斯达克：PYPL）的情绪。</blockquote></p><p> <b>Is PYPL stock a buy or sell?</b> Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).</p><p><blockquote><b>PYPL股票是买入还是卖出？</b>截至2020年第四季度末，Paypal控股公司（纳斯达克股票代码：PYPL）参与了147家对冲基金的投资组合。这一统计数据的历史最高值是150。近几个月来，PYPL的对冲基金情绪有所下降。截至9月底，我们的数据库中有150家对冲基金持有PYPL。我们的计算还显示，PYPL在对冲基金最受欢迎的30只股票中排名第10（点击查看第四季度排名）。</blockquote></p><p> Why do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&amp;P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.</p><p><blockquote>我们为什么要关注对冲基金的情绪？我们的研究表明，自2017年3月以来，部分对冲基金持股的表现优于标普500 ETF 124个百分点（详情请参阅此处）。我们还能够提前确定一组表现明显逊于市场的对冲基金持股。自2017年2月以来，我们一直在跟踪和分享这些股票的名单，截至11月17日，它们下跌了13%。这就是为什么我们认为对冲基金情绪是投资者应该关注的一个极其有用的指标。</blockquote></p><p> At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest growing industries right now, so we are checking out stock pitches like this <b>emerging lithium stock</b>. We go through lists like the 10 best hydrogen fuel cell stocks&nbsp;to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on&nbsp;our homepage&nbsp;(or at the end of this article).&nbsp;Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是<a href=\"https://laohu8.com/S/AONE\">一</a>目前增长最快的行业之一，因此我们正在检查这样的股票推介<b>新兴锂股</b>.我们通过10只最佳氢燃料电池股票等列表来挑选下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。您可以在我们的主页上（或在本文末尾）订阅我们的免费每日时事通讯。考虑到这一点，我们将回顾最近对冲基金围绕Paypal控股公司（纳斯达克：PYPL）的行动。</blockquote></p><p> <h2>Do Hedge Funds Think PYPL Is A Good Stock To Buy Now?</h2> Heading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote><h2>对冲基金认为PYPL是现在值得买入的好股票吗？</h2>进入2021年第一季度，Insider Monkey追踪的对冲基金中共有147家看好该股，较2020年第三季度变化为-2%。下图显示了过去22个季度看涨PYPL的对冲基金数量。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6e650c2fb8717c617f984ff96a9bbdce\" tg-width=\"678\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.</p><p><blockquote>在这些基金中，Fundsmith LLP持有Paypal控股公司（纳斯达克股票代码：PYPL）最有价值的股份，第四季度末价值为28.886亿美元。位居第二的是费舍尔资产管理公司(Fisher Asset Management)，该公司持有价值25.014亿美元的股票。Coatue Management、SB Management和Egerton Capital Limited也非常喜欢该股，成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>该公司最大的对冲基金持有人。就分配给每个头寸的投资组合权重而言，Portland Hill Asset Management将最大的权重分配给了Paypal控股公司（纳斯达克股票代码：PYPL），约占其13F投资组合的12.98%。Aravt Global也相对非常看好该股，将其13F股票投资组合的12.6%指定给PYPL。</blockquote></p><p> Seeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.</p><p><blockquote>鉴于Paypal控股公司（纳斯达克股票代码：PYPL）面临整个对冲基金行业兴趣下降的问题，可以肯定地说，有一部分对冲基金选择在第四季度末削减全部股份。有趣的是，Lone Pine Capital削减了Insider Monkey监控的所有对冲基金中最大的投资，股票价值估计为11.824亿美元，而Gabriel Plotkin的Melvin Capital Management紧随其后，该基金削减了约1.379亿美元的价值。这些交易值得注意，因为截至第四季度末，对冲基金的总利息下降了3只基金。</blockquote></p><p></p><p> Let's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck &amp; Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.</p><p><blockquote>让我们看看与Paypal控股公司（纳斯达克股票代码：PYPL）类似的其他股票的对冲基金活动。我们将看看salesforce.com公司（纽约证券交易所代码：CRM）、华特迪士尼公司（纽约证券交易所代码：DIS），<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>（纳斯达克代码：NFLX）、英特尔公司（纳斯达克代码：INTC）、可口可乐公司（纽约证券交易所代码：KO）、康卡斯特公司（纳斯达克代码：CMCSA）和默克公司（纽约证券交易所代码：MRK）。所有这些股票的市值都与PYPL的市值相似。</blockquote></p><p> [table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化CRM、97,105 760 35、-9 DIS、144,164 172 40、32 NFLX、116,156 333 43、12 INTC、72,557 882 4、6 KO、62,246 833 72、2 CMCSA、84,883 176 7、2 MRK、82,717 107 2、2平均值、93.9、12698808、6.7[/表]</blockquote></p><p> View table here&nbsp;if you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p> As you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.</p><p><blockquote>正如您所看到的，这些股票平均有93.9个对冲基金持有看涨头寸，这些股票的平均投资金额为126.99亿美元。PYPL的这一数字为159.61亿美元。华特迪士尼公司（纽约证券交易所股票代码：DIS）是此表中最受欢迎的股票。另一方面，可口可乐公司（纽约证券交易所股票代码：KO）是最不受欢迎的公司，只有62个看涨对冲基金头寸。与这些股票相比，Paypal控股公司（纳斯达克股票代码：PYPL）更受对冲基金欢迎。我们对PYPL的总体对冲基金情绪得分为96。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。我们的计算显示，对冲基金最受欢迎的前30只股票在2019年和2020年的回报率为81.2%，跑赢标普500 ETF（SPDR标普500指数ETF）26个百分点。截至3月12日，这些股票在2021年上涨了7%，仍跑赢大盘1.6个百分点。对冲基金对PYPL的看法也是正确的，自第四季度末（截至3/12）以来，该股的回报率为6.9%，表现优于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金中最受欢迎的30只股票，因为自2019年以来，这些股票中的大多数已经跑赢了市场。</blockquote></p><p></p>","source":"lsy1606273129822","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>Is Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</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\">\nIs Paypal Holdings (PYPL) Stock A Buy Or Sell?<blockquote>Paypal控股（PYPL）股票是买入还是卖出？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Insider Monkey</strong><span class=\"h-time small\">2021-03-16 16:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).</p><p><blockquote>我们知道，从长远来看，对冲基金会产生强劲的、经过风险调整的回报，因此模仿他们共同看好的选择对于散户投资者来说可能是一种有利可图的策略。聪明的投资者拥有数十亿美元的资产，必须进行复杂的分析，花费大量资源，并使用普通大众并不总是可用的工具。这并不意味着他们没有偶尔的巨大损失；确实如此（就像Melvin Capital最近在游戏驿站的损失一样）。然而，密切关注对冲基金活动仍然是一个好主意。考虑到这一点，在本轮13F备案刚刚结束之际，让我们来看看聪明资金对Paypal控股公司（纳斯达克：PYPL）的情绪。</blockquote></p><p> <b>Is PYPL stock a buy or sell?</b> Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).</p><p><blockquote><b>PYPL股票是买入还是卖出？</b>截至2020年第四季度末，Paypal控股公司（纳斯达克股票代码：PYPL）参与了147家对冲基金的投资组合。这一统计数据的历史最高值是150。近几个月来，PYPL的对冲基金情绪有所下降。截至9月底，我们的数据库中有150家对冲基金持有PYPL。我们的计算还显示，PYPL在对冲基金最受欢迎的30只股票中排名第10（点击查看第四季度排名）。</blockquote></p><p> Why do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&amp;P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.</p><p><blockquote>我们为什么要关注对冲基金的情绪？我们的研究表明，自2017年3月以来，部分对冲基金持股的表现优于标普500 ETF 124个百分点（详情请参阅此处）。我们还能够提前确定一组表现明显逊于市场的对冲基金持股。自2017年2月以来，我们一直在跟踪和分享这些股票的名单，截至11月17日，它们下跌了13%。这就是为什么我们认为对冲基金情绪是投资者应该关注的一个极其有用的指标。</blockquote></p><p> At Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is <a href=\"https://laohu8.com/S/AONE\">one</a> of the fastest growing industries right now, so we are checking out stock pitches like this <b>emerging lithium stock</b>. We go through lists like the 10 best hydrogen fuel cell stocks&nbsp;to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on&nbsp;our homepage&nbsp;(or at the end of this article).&nbsp;Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).</p><p><blockquote>在Insider Monkey，我们不遗余力地寻找下一个伟大的投资理念。例如，锂矿开采是<a href=\"https://laohu8.com/S/AONE\">一</a>目前增长最快的行业之一，因此我们正在检查这样的股票推介<b>新兴锂股</b>.我们通过10只最佳氢燃料电池股票等列表来挑选下一只将带来10倍回报的特斯拉。尽管我们只推荐我们分析的一小部分公司的头寸，但我们会尽可能多地检查股票。我们阅读对冲基金投资者的信件，并在对冲基金会议上聆听股票推介。您可以在我们的主页上（或在本文末尾）订阅我们的免费每日时事通讯。考虑到这一点，我们将回顾最近对冲基金围绕Paypal控股公司（纳斯达克：PYPL）的行动。</blockquote></p><p> <h2>Do Hedge Funds Think PYPL Is A Good Stock To Buy Now?</h2> Heading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.</p><p><blockquote><h2>对冲基金认为PYPL是现在值得买入的好股票吗？</h2>进入2021年第一季度，Insider Monkey追踪的对冲基金中共有147家看好该股，较2020年第三季度变化为-2%。下图显示了过去22个季度看涨PYPL的对冲基金数量。因此，让我们回顾一下哪些对冲基金是该股票的最大持有者以及哪些对冲基金正在采取重大举措。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6e650c2fb8717c617f984ff96a9bbdce\" tg-width=\"678\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Among these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.</p><p><blockquote>在这些基金中，Fundsmith LLP持有Paypal控股公司（纳斯达克股票代码：PYPL）最有价值的股份，第四季度末价值为28.886亿美元。位居第二的是费舍尔资产管理公司(Fisher Asset Management)，该公司持有价值25.014亿美元的股票。Coatue Management、SB Management和Egerton Capital Limited也非常喜欢该股，成为<a href=\"https://laohu8.com/S/AONE.U\">一</a>该公司最大的对冲基金持有人。就分配给每个头寸的投资组合权重而言，Portland Hill Asset Management将最大的权重分配给了Paypal控股公司（纳斯达克股票代码：PYPL），约占其13F投资组合的12.98%。Aravt Global也相对非常看好该股，将其13F股票投资组合的12.6%指定给PYPL。</blockquote></p><p> Seeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.</p><p><blockquote>鉴于Paypal控股公司（纳斯达克股票代码：PYPL）面临整个对冲基金行业兴趣下降的问题，可以肯定地说，有一部分对冲基金选择在第四季度末削减全部股份。有趣的是，Lone Pine Capital削减了Insider Monkey监控的所有对冲基金中最大的投资，股票价值估计为11.824亿美元，而Gabriel Plotkin的Melvin Capital Management紧随其后，该基金削减了约1.379亿美元的价值。这些交易值得注意，因为截至第四季度末，对冲基金的总利息下降了3只基金。</blockquote></p><p></p><p> Let's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), <a href=\"https://laohu8.com/S/NFLX\">Netflix, Inc.</a> (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck &amp; Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.</p><p><blockquote>让我们看看与Paypal控股公司（纳斯达克股票代码：PYPL）类似的其他股票的对冲基金活动。我们将看看salesforce.com公司（纽约证券交易所代码：CRM）、华特迪士尼公司（纽约证券交易所代码：DIS），<a href=\"https://laohu8.com/S/NFLX\">网飞公司。</a>（纳斯达克代码：NFLX）、英特尔公司（纳斯达克代码：INTC）、可口可乐公司（纽约证券交易所代码：KO）、康卡斯特公司（纳斯达克代码：CMCSA）和默克公司（纽约证券交易所代码：MRK）。所有这些股票的市值都与PYPL的市值相似。</blockquote></p><p> [table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]</p><p><blockquote>[表]股票代码、持仓HF数量、HF持仓总值(x1000)、HF持仓变化CRM、97,105 760 35、-9 DIS、144,164 172 40、32 NFLX、116,156 333 43、12 INTC、72,557 882 4、6 KO、62,246 833 72、2 CMCSA、84,883 176 7、2 MRK、82,717 107 2、2平均值、93.9、12698808、6.7[/表]</blockquote></p><p> View table here&nbsp;if you experience formatting issues.</p><p><blockquote>如果您遇到格式问题，请在此处查看表格。</blockquote></p><p> As you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&amp;P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.</p><p><blockquote>正如您所看到的，这些股票平均有93.9个对冲基金持有看涨头寸，这些股票的平均投资金额为126.99亿美元。PYPL的这一数字为159.61亿美元。华特迪士尼公司（纽约证券交易所股票代码：DIS）是此表中最受欢迎的股票。另一方面，可口可乐公司（纽约证券交易所股票代码：KO）是最不受欢迎的公司，只有62个看涨对冲基金头寸。与这些股票相比，Paypal控股公司（纳斯达克股票代码：PYPL）更受对冲基金欢迎。我们对PYPL的总体对冲基金情绪得分为96。相对于其他股票以及相对于其历史范围，对冲基金头寸数量较多的股票获得较高的情绪得分。我们的计算显示，对冲基金最受欢迎的前30只股票在2019年和2020年的回报率为81.2%，跑赢标普500 ETF（SPDR标普500指数ETF）26个百分点。截至3月12日，这些股票在2021年上涨了7%，仍跑赢大盘1.6个百分点。对冲基金对PYPL的看法也是正确的，自第四季度末（截至3/12）以来，该股的回报率为6.9%，表现优于市场。如果您有兴趣投资具有巨大上涨潜力的大盘股，您应该查看对冲基金中最受欢迎的30只股票，因为自2019年以来，这些股票中的大多数已经跑赢了市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.insidermonkey.com/blog/is-paypal-holdings-pypl-stock-a-buy-or-sell-924298/\">Insider Monkey</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":{"PYPL":"PayPal"},"source_url":"https://www.insidermonkey.com/blog/is-paypal-holdings-pypl-stock-a-buy-or-sell-924298/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119945399","content_text":"We know that hedge funds generate strong, risk-adjusted returns over the long run, therefore imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, smart money investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn't mean that they don't have occasional colossal losses; they do (like Melvin Capital's recent GameStop losses). However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, as the current round of 13F filings has just ended, let’s examine the smart money sentiment towards Paypal Holdings Inc (NASDAQ:PYPL).\nIs PYPL stock a buy or sell? Paypal Holdings Inc (NASDAQ:PYPL) was in 147 hedge funds' portfolios at the end of the fourth quarter of 2020. The all time high for this statistic is 150. PYPL has seen a decrease in hedge fund sentiment in recent months. There were 150 hedge funds in our database with PYPL holdings at the end of September. Our calculations also showed that PYPL ranked 10th among the 30 most popular stocks among hedge funds (click for Q4 rankings).\nWhy do we pay any attention at all to hedge fund sentiment? Our research has shown that a select group of hedge fund holdings outperformed the S&P 500 ETFs by 124 percentage points since March 2017 (see the details here). We were also able to identify in advance a select group of hedge fund holdings that'll significantly underperform the market. We have been tracking and sharing the list of these stocks since February 2017 and they lost 13% through November 17th. That's why we believe hedge fund sentiment is an extremely useful indicator that investors should pay attention to.\nAt Insider Monkey we leave no stone unturned when looking for the next great investment idea. For example, lithium mining is one of the fastest growing industries right now, so we are checking out stock pitches like this emerging lithium stock. We go through lists like the 10 best hydrogen fuel cell stocks to pick the next Tesla that will deliver a 10x return. Even though we recommend positions in only a tiny fraction of the companies we analyze, we check out as many stocks as we can. We read hedge fund investor letters and listen to stock pitches at hedge fund conferences. You can subscribe to our free daily newsletter on our homepage (or at the end of this article). Keeping this in mind we're going to review the recent hedge fund action surrounding Paypal Holdings Inc (NASDAQ:PYPL).\nDo Hedge Funds Think PYPL Is A Good Stock To Buy Now?\nHeading into the first quarter of 2021, a total of 147 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of -2% from the third quarter of 2020. The graph below displays the number of hedge funds with bullish position in PYPL over the last 22 quarters. So, let's review which hedge funds were among the top holders of the stock and which hedge funds were making big moves.\n\nAmong these funds, Fundsmith LLP held the most valuable stake in Paypal Holdings Inc (NASDAQ:PYPL), which was worth $2888.6 million at the end of the fourth quarter. On the second spot was Fisher Asset Management which amassed $2501.4 million worth of shares. Coatue Management, SB Management, and Egerton Capital Limited were also very fond of the stock, becoming one of the largest hedge fund holders of the company. In terms of the portfolio weights assigned to each position Portland Hill Asset Management allocated the biggest weight to Paypal Holdings Inc (NASDAQ:PYPL), around 12.98% of its 13F portfolio. Aravt Global is also relatively very bullish on the stock, designating 12.6 percent of its 13F equity portfolio to PYPL.\nSeeing as Paypal Holdings Inc (NASDAQ:PYPL) has faced falling interest from the aggregate hedge fund industry, it's safe to say that there is a sect of hedgies that elected to cut their entire stakes by the end of the fourth quarter. Interestingly, Lone Pine Capital cut the largest investment of all the hedgies monitored by Insider Monkey, worth an estimated $1182.4 million in stock, and Gabriel Plotkin's Melvin Capital Management was right behind this move, as the fund cut about $137.9 million worth. These transactions are important to note, as total hedge fund interest dropped by 3 funds by the end of the fourth quarter.\nLet's check out hedge fund activity in other stocks similar to Paypal Holdings Inc (NASDAQ:PYPL). We will take a look at salesforce.com, inc. (NYSE:CRM), The Walt Disney Company (NYSE:DIS), Netflix, Inc. (NASDAQ:NFLX), Intel Corporation (NASDAQ:INTC), The Coca-Cola Company (NYSE:KO), Comcast Corporation (NASDAQ:CMCSA), and Merck & Co., Inc. (NYSE:MRK). All of these stocks' market caps resemble PYPL's market cap.\n[table] Ticker, No of HFs with positions, Total Value of HF Positions (x1000), Change in HF Position CRM,97,10576035,-9 DIS,144,16417240,32 NFLX,116,15633343,12 INTC,72,5578824,6 KO,62,24683372,2 CMCSA,84,8831767,2 MRK,82,7171072,2 Average,93.9,12698808,6.7 [/table]\nView table here if you experience formatting issues.\nAs you can see these stocks had an average of 93.9 hedge funds with bullish positions and the average amount invested in these stocks was $12699 million. That figure was $15961 million in PYPL's case. The Walt Disney Company (NYSE:DIS) is the most popular stock in this table. On the other hand The Coca-Cola Company (NYSE:KO) is the least popular one with only 62 bullish hedge fund positions. Compared to these stocks Paypal Holdings Inc (NASDAQ:PYPL) is more popular among hedge funds. Our overall hedge fund sentiment score for PYPL is 96. Stocks with higher number of hedge fund positions relative to other stocks as well as relative to their historical range receive a higher sentiment score. Our calculations showed that top 30 most popular stocks among hedge funds returned 81.2% in 2019 and 2020, and outperformed the S&P 500 ETF (SPY) by 26 percentage points. These stocks gained 7% in 2021 through March 12th and still beat the market by 1.6 percentage points. Hedge funds were also right about PYPL as the stock returned 6.9% since the end of the fourth quarter (through 3/12) and outperformed the market. If you are interested in investing in large cap stocks with huge upside potential, you should check out the top 30 most popular stocks among hedge funds as most of these stocks already outperformed the market since 2019.","news_type":1,"symbols_score_info":{"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350242624,"gmtCreate":1616218290268,"gmtModify":1634526675842,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks","listText":"Like and comment thanks","text":"Like and comment thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350242624","repostId":"1103756496","repostType":2,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324335513,"gmtCreate":1615961780132,"gmtModify":1703495574106,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Like and comment thanks 😊","listText":"Like and comment thanks 😊","text":"Like and comment thanks 😊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/324335513","repostId":"1128610365","repostType":4,"repost":{"id":"1128610365","kind":"news","pubTimestamp":1615958862,"share":"https://www.laohu8.com/m/news/1128610365?lang=zh_CN&edition=full","pubTime":"2021-03-17 13:27","market":"us","language":"en","title":"Why One Analyst Thinks Apple Shares Still Look Cheap<blockquote>为什么一位分析师认为苹果股价看起来仍然便宜</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128610365","media":"Barrons","summary":"Apple shares are getting a boost Tuesday from Evercore ISI analyst Amit Daryanani, who repeated his ","content":"<p>Apple&nbsp;shares are getting a boost Tuesday from&nbsp;Evercore ISI analyst Amit Daryanani, who repeated his Outperform rating on the stock while lifting his price target to $175 from $163.</p><p><blockquote>Evercore ISI分析师Amit Daryanani周二提振了苹果股价，他重申了对该股跑赢大盘的评级，同时将目标价从163美元上调至175美元。</blockquote></p><p> In an exhaustive 126-page report, Daryanani asserts that Apple (ticker: AAPL) “remains positioned to sustain mid-single digit sales and mid-teens total return over the next several years.”</p><p><blockquote>Daryanani在一份长达126页的详尽报告中断言，苹果（股票代码：AAPL）“仍有能力在未来几年维持中个位数的销售额和中位数的总回报率。”</blockquote></p><p> The analyst notes that Apple shares had a strong year in 2020, rallying 81%—five times the return of theS&amp;P 500—creating concerns about the stock’s potential for 2021, in particular as&nbsp;the iPhone 12 cycle&nbsp;plays out. But he thinks the concern is misplaced.</p><p><blockquote>该分析师指出，苹果股价在2020年表现强劲，上涨了81%，是标准普尔500指数回报率的五倍，引发了人们对该股2021年潜力的担忧，特别是在iPhone 12周期结束之际。但他认为这种担忧是错误的。</blockquote></p><p> Daryanani projects Apple can reach more than $7 a share in profits by the September 2025 fiscal year, up from a Wall Street analyst consensus view of $4.45 a share for fiscal 2021—driven by a combination of better monetization of the installed base with services and wearables, gross margin expansion, stock buybacks, and new products.</p><p><blockquote>Daryanani预计，到2025年9月财年，苹果的每股利润将超过7美元，高于华尔街分析师普遍认为的2021财年每股4.45美元——这是由服务和可穿戴设备的安装基础更好货币化共同推动的、毛利率扩张、股票回购和新产品。</blockquote></p><p> Apple has a path to $100 billion in revenue from services by fiscal 2025, he argues, driving margin expansion and smoothing out the more cyclical hardware business.Apple had fiscal-2020 services revenue&nbsp;of about $54 billion.</p><p><blockquote>他认为，到2025财年，苹果的服务收入有望达到1000亿美元，从而推动利润率扩张并平滑周期性更强的硬件业务。苹果2020财年的服务收入约为540亿美元。</blockquote></p><p> Daryanani thinks the wearables business can expand to $70 billion, up from $31 billion in fiscal 2020, given relatively low penetration of Apple Watch and AirPods among iPhone users.</p><p><blockquote>Daryanani认为，鉴于苹果手表和AirPods在iPhone用户中的渗透率相对较低，可穿戴设备业务可以从2020财年的310亿美元扩大到700亿美元。</blockquote></p><p> The Evercore analyst sees four important potential new sources of growth in healthcare, advertising, cars, and augmented and virtual reality.</p><p><blockquote>Evercore分析师认为医疗保健、广告、汽车以及增强和虚拟现实领域有四个重要的潜在新增长来源。</blockquote></p><p> Not least, he thinks Apple will buy back close to $500 billion more of its stock through fiscal 2025—close to 25% of the company’s current market valuation. He notes that Apple has repurchased $253 billion of stock since it announced an intention to reach a net neutral cash position—about 94% of free cash flow. Given the company’s interest in reducing its cash position, he sees the pace of buybacks accelerating to 112% of free cash flow.</p><p><blockquote>更重要的是，他认为苹果将在2025财年回购近5000亿美元的股票，接近该公司当前市场估值的25%。他指出，自宣布打算实现净中性现金头寸（约占自由现金流的94%）以来，苹果已回购了2530亿美元的股票。鉴于该公司有兴趣减少现金头寸，他预计回购步伐将加快至自由现金流的112%。</blockquote></p><p> Daryanani asserts that looking at historical valuations isn’t the best method for valuing Apple shares as the story shifts more to services and capital allocation. “While the rapid rerating has led to calls that Apple is overvalued, we think a multiple in the mid-to-high 30s will be the new normal as investors come to appreciate Apple’s ability to monetize its install base while continuing to release category-defining products and services,” he writes.</p><p><blockquote>Daryanani断言，随着故事更多地转向服务和资本配置，查看历史估值并不是评估苹果股票的最佳方法。“虽然快速重新评级导致评级认为苹果被高估，但我们认为，随着投资者开始欣赏苹果在继续发布类别的同时将其安装基础货币化的能力，30多岁的市盈率将成为新常态。定义产品和服务，”他写道。</blockquote></p><p> His view is that the stock should trade like a consumer-goods company—and that it makes more sense to value the business as a multiple of free cash flow rather than earnings. On that basis, Daryanani writes, the stock trades at a “notable discount” to both consumer-goods companies like&nbsp;Coca-Cola(KO) and&nbsp;PepsiCo(PEP), and luxury-goods companies like&nbsp;LVMH(MC.France),Hermès International(RMS.France), and&nbsp;Estee Lauder(EL).&nbsp;</p><p><blockquote>他的观点是，该股应该像消费品公司一样交易，并且将业务估值为自由现金流而不是收益的倍数更有意义。达里亚纳尼写道，在此基础上，该股的交易价格相对于可口可乐(KO)和百事可乐(PEP)等消费品公司以及路威酩轩集团(MC.France)、爱马仕国际(RMS.France)等奢侈品公司都有“显着折扣”。（RMS.France）和雅诗兰黛（EL）。</blockquote></p><p> Apple shares are up 1.3%, at $125.57, in recent trading. </p><p><blockquote>在最近的交易中，苹果股价上涨1.3%，至125.57美元。</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>Why One Analyst Thinks Apple Shares Still Look Cheap<blockquote>为什么一位分析师认为苹果股价看起来仍然便宜</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy One Analyst Thinks Apple Shares Still Look Cheap<blockquote>为什么一位分析师认为苹果股价看起来仍然便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-17 13:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple&nbsp;shares are getting a boost Tuesday from&nbsp;Evercore ISI analyst Amit Daryanani, who repeated his Outperform rating on the stock while lifting his price target to $175 from $163.</p><p><blockquote>Evercore ISI分析师Amit Daryanani周二提振了苹果股价，他重申了对该股跑赢大盘的评级，同时将目标价从163美元上调至175美元。</blockquote></p><p> In an exhaustive 126-page report, Daryanani asserts that Apple (ticker: AAPL) “remains positioned to sustain mid-single digit sales and mid-teens total return over the next several years.”</p><p><blockquote>Daryanani在一份长达126页的详尽报告中断言，苹果（股票代码：AAPL）“仍有能力在未来几年维持中个位数的销售额和中位数的总回报率。”</blockquote></p><p> The analyst notes that Apple shares had a strong year in 2020, rallying 81%—five times the return of theS&amp;P 500—creating concerns about the stock’s potential for 2021, in particular as&nbsp;the iPhone 12 cycle&nbsp;plays out. But he thinks the concern is misplaced.</p><p><blockquote>该分析师指出，苹果股价在2020年表现强劲，上涨了81%，是标准普尔500指数回报率的五倍，引发了人们对该股2021年潜力的担忧，特别是在iPhone 12周期结束之际。但他认为这种担忧是错误的。</blockquote></p><p> Daryanani projects Apple can reach more than $7 a share in profits by the September 2025 fiscal year, up from a Wall Street analyst consensus view of $4.45 a share for fiscal 2021—driven by a combination of better monetization of the installed base with services and wearables, gross margin expansion, stock buybacks, and new products.</p><p><blockquote>Daryanani预计，到2025年9月财年，苹果的每股利润将超过7美元，高于华尔街分析师普遍认为的2021财年每股4.45美元——这是由服务和可穿戴设备的安装基础更好货币化共同推动的、毛利率扩张、股票回购和新产品。</blockquote></p><p> Apple has a path to $100 billion in revenue from services by fiscal 2025, he argues, driving margin expansion and smoothing out the more cyclical hardware business.Apple had fiscal-2020 services revenue&nbsp;of about $54 billion.</p><p><blockquote>他认为，到2025财年，苹果的服务收入有望达到1000亿美元，从而推动利润率扩张并平滑周期性更强的硬件业务。苹果2020财年的服务收入约为540亿美元。</blockquote></p><p> Daryanani thinks the wearables business can expand to $70 billion, up from $31 billion in fiscal 2020, given relatively low penetration of Apple Watch and AirPods among iPhone users.</p><p><blockquote>Daryanani认为，鉴于苹果手表和AirPods在iPhone用户中的渗透率相对较低，可穿戴设备业务可以从2020财年的310亿美元扩大到700亿美元。</blockquote></p><p> The Evercore analyst sees four important potential new sources of growth in healthcare, advertising, cars, and augmented and virtual reality.</p><p><blockquote>Evercore分析师认为医疗保健、广告、汽车以及增强和虚拟现实领域有四个重要的潜在新增长来源。</blockquote></p><p> Not least, he thinks Apple will buy back close to $500 billion more of its stock through fiscal 2025—close to 25% of the company’s current market valuation. He notes that Apple has repurchased $253 billion of stock since it announced an intention to reach a net neutral cash position—about 94% of free cash flow. Given the company’s interest in reducing its cash position, he sees the pace of buybacks accelerating to 112% of free cash flow.</p><p><blockquote>更重要的是，他认为苹果将在2025财年回购近5000亿美元的股票，接近该公司当前市场估值的25%。他指出，自宣布打算实现净中性现金头寸（约占自由现金流的94%）以来，苹果已回购了2530亿美元的股票。鉴于该公司有兴趣减少现金头寸，他预计回购步伐将加快至自由现金流的112%。</blockquote></p><p> Daryanani asserts that looking at historical valuations isn’t the best method for valuing Apple shares as the story shifts more to services and capital allocation. “While the rapid rerating has led to calls that Apple is overvalued, we think a multiple in the mid-to-high 30s will be the new normal as investors come to appreciate Apple’s ability to monetize its install base while continuing to release category-defining products and services,” he writes.</p><p><blockquote>Daryanani断言，随着故事更多地转向服务和资本配置，查看历史估值并不是评估苹果股票的最佳方法。“虽然快速重新评级导致评级认为苹果被高估，但我们认为，随着投资者开始欣赏苹果在继续发布类别的同时将其安装基础货币化的能力，30多岁的市盈率将成为新常态。定义产品和服务，”他写道。</blockquote></p><p> His view is that the stock should trade like a consumer-goods company—and that it makes more sense to value the business as a multiple of free cash flow rather than earnings. On that basis, Daryanani writes, the stock trades at a “notable discount” to both consumer-goods companies like&nbsp;Coca-Cola(KO) and&nbsp;PepsiCo(PEP), and luxury-goods companies like&nbsp;LVMH(MC.France),Hermès International(RMS.France), and&nbsp;Estee Lauder(EL).&nbsp;</p><p><blockquote>他的观点是，该股应该像消费品公司一样交易，并且将业务估值为自由现金流而不是收益的倍数更有意义。达里亚纳尼写道，在此基础上，该股的交易价格相对于可口可乐(KO)和百事可乐(PEP)等消费品公司以及路威酩轩集团(MC.France)、爱马仕国际(RMS.France)等奢侈品公司都有“显着折扣”。（RMS.France）和雅诗兰黛（EL）。</blockquote></p><p> Apple shares are up 1.3%, at $125.57, in recent trading. </p><p><blockquote>在最近的交易中，苹果股价上涨1.3%，至125.57美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-one-analyst-thinks-apple-shares-still-look-cheap-51615912098?mod=hp_DAY_14\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/why-one-analyst-thinks-apple-shares-still-look-cheap-51615912098?mod=hp_DAY_14","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128610365","content_text":"Apple shares are getting a boost Tuesday from Evercore ISI analyst Amit Daryanani, who repeated his Outperform rating on the stock while lifting his price target to $175 from $163.\nIn an exhaustive 126-page report, Daryanani asserts that Apple (ticker: AAPL) “remains positioned to sustain mid-single digit sales and mid-teens total return over the next several years.”\nThe analyst notes that Apple shares had a strong year in 2020, rallying 81%—five times the return of theS&P 500—creating concerns about the stock’s potential for 2021, in particular as the iPhone 12 cycle plays out. But he thinks the concern is misplaced.\nDaryanani projects Apple can reach more than $7 a share in profits by the September 2025 fiscal year, up from a Wall Street analyst consensus view of $4.45 a share for fiscal 2021—driven by a combination of better monetization of the installed base with services and wearables, gross margin expansion, stock buybacks, and new products.\nApple has a path to $100 billion in revenue from services by fiscal 2025, he argues, driving margin expansion and smoothing out the more cyclical hardware business.Apple had fiscal-2020 services revenue of about $54 billion.\nDaryanani thinks the wearables business can expand to $70 billion, up from $31 billion in fiscal 2020, given relatively low penetration of Apple Watch and AirPods among iPhone users.\nThe Evercore analyst sees four important potential new sources of growth in healthcare, advertising, cars, and augmented and virtual reality.\nNot least, he thinks Apple will buy back close to $500 billion more of its stock through fiscal 2025—close to 25% of the company’s current market valuation. He notes that Apple has repurchased $253 billion of stock since it announced an intention to reach a net neutral cash position—about 94% of free cash flow. Given the company’s interest in reducing its cash position, he sees the pace of buybacks accelerating to 112% of free cash flow.\nDaryanani asserts that looking at historical valuations isn’t the best method for valuing Apple shares as the story shifts more to services and capital allocation. “While the rapid rerating has led to calls that Apple is overvalued, we think a multiple in the mid-to-high 30s will be the new normal as investors come to appreciate Apple’s ability to monetize its install base while continuing to release category-defining products and services,” he writes.\nHis view is that the stock should trade like a consumer-goods company—and that it makes more sense to value the business as a multiple of free cash flow rather than earnings. On that basis, Daryanani writes, the stock trades at a “notable discount” to both consumer-goods companies like Coca-Cola(KO) and PepsiCo(PEP), and luxury-goods companies like LVMH(MC.France),Hermès International(RMS.France), and Estee Lauder(EL). \nApple shares are up 1.3%, at $125.57, in recent trading.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326815911,"gmtCreate":1615612021833,"gmtModify":1703491632077,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Hope the slip is only temporary&nbsp;","listText":"Hope the slip is only temporary&nbsp;","text":"Hope the slip is only temporary","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/326815911","repostId":"1114808605","repostType":4,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357471412,"gmtCreate":1617292577636,"gmtModify":1634521551073,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"Go apple 🍎","listText":"Go apple 🍎","text":"Go apple 🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357471412","repostId":"2124167782","repostType":2,"repost":{"id":"2124167782","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1617287569,"share":"https://www.laohu8.com/m/news/2124167782?lang=zh_CN&edition=full","pubTime":"2021-04-01 22:32","market":"us","language":"en","title":"LIVE MARKETS-Stocks higher to open Q2 as S&P clears 4k<blockquote>实时市场-随着标准普尔指数突破4k，股市第二季度开盘走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2124167782","media":"Reuters","summary":"* U.S. equity indexes rise; Nasdaq, small caps out front   * Tech leads S&P sector gainers; staples ","content":"<p><html><body>* U.S. equity indexes rise; Nasdaq, small caps out front</p><p><blockquote><html><body>*美国股指上涨；纳斯达克，小盘股领先</body></html></blockquote></p><p>   * Tech leads S&amp;P sector gainers; staples weakest group</p><p><blockquote>*科技股领涨标准普尔板块；史泰博最弱群体</blockquote></p><p>   * Euro STOXX 600 up ~0.6%</p><p><blockquote>*欧洲斯托克600指数上涨约0.6%</blockquote></p><p>   * Dollar slips; gold, crude rise</p><p><blockquote>*美元滑；黄金、原油上涨</blockquote></p><p>   * U.S. 10-Year Treasury yield  ~1.70%</p><p><blockquote>*美国10年期国债收益率~1.70%</blockquote></p><p>    April 1 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p><p><blockquote>4月1日——欢迎来到路透社记者为您带来的实时市场报道之家。您可以通过markets.research@thomsonreuters.com与我们分享您的想法</blockquote></p><p>   STOCKS HIGHER TO OPEN Q2 AS S&amp;P CLEARS 4K (1021 EDT/1421 GMT)</p><p><blockquote>随着标准普尔指数突破4K，股市第二季度开盘走高（美国东部夏令时间1021日/格林尼治标准时间1421日）</blockquote></p><p>   Major U.S. indexes are higher out of the opening gate to start the second quarter, with the S&amp;P 500    clearing the 4,000 mark for the first time, paced by gains in the tech sector</p><p><blockquote>美国主要股指在第二季度伊始就走高，在科技板块上涨的推动下，标普500首次突破4,000点大关</blockquote></p><p>  as the yield on the benchmark 10-year U.S. treasury note    edged below 1.7%. </p><p><blockquote>随着基准10年期美国国债收益率小幅跌破1.7%。</blockquote></p><p>   The benchmark S&amp;P 500 first crossed the 3,000 mark on July 10, 2019, while the 2,000 hurdle was initially cleared on August 25, 2014. </p><p><blockquote>基准标普500于2019年7月10日首次突破3000点大关，而2000点大关最初于2014年8月25日被清除。</blockquote></p><p>   Of the three major indexes, the Nasdaq    is leading the way higher, as mega-caps Apple   , Microsoft &lt;&gt;MSFT.O&gt; and Amazon.com    are all advancing by at least 1%.  </p><p><blockquote>在三大指数中，纳斯达克领涨，大型股苹果、微软&lt;&gt;MSFT.O&gt;和亚马逊均上涨至少1%。</blockquote></p><p>   Investors were able to look past a softer than expected initial jobless claims report as increasing vaccinations have fueled optimism the labor market will continue to improve.</p><p><blockquote>投资者能够忽略弱于预期的首次申请失业救济报告，因为疫苗接种的增加激发了人们对劳动力市场将继续改善的乐观情绪。</blockquote></p><p>   Other data showed construction spending for February fell, but came in above expectations, while the Institute for Supply Management <a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a> said its index of national factory activity jumped to a reading of 64.7 in March, its highest level in 37 years.   </p><p><blockquote>其他数据显示，2月份建筑支出下降，但高于预期，而供应管理协会<a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a>表示，3月份全国工厂活动指数跃升至64.7，为37年来的最高水平。</blockquote></p><p>   Below is your market snapshot: </p><p><blockquote>以下是您的市场快照：</blockquote></p><p>   (Chuck Mikolajczak) </p><p><blockquote>（查克·米科莱恰克）</blockquote></p><p>   *****</p><p><blockquote>*****</blockquote></p><p>   NASDAQ 100 FUTURES: CLAW BACK CONTINUES (0900 EDT/1300 GMT)</p><p><blockquote>纳斯达克100期货：回调继续（0900 EDT/1300 GMT）</blockquote></p><p>   CME Nasdaq 100 futures    are popping to a 2-week high in premarket trade. This as the U.S. 10-Year Treasury yield</p><p><blockquote>CME纳斯达克100期货在盘前交易中飙升至两周高点。这是美国10年期国债收益率</blockquote></p><p> , which hit a high of 1.7760% on Tuesday, now deflates to around 1.70%.</p><p><blockquote>周二触及1.7760%的高点，目前回落至1.70%左右。</blockquote></p><p>   With Wednesday's strength, the futures overwhelmed a short-term resistance line from the February peak. However, the futures are now reaching levels that have hindered gains from late-February to mid-March:</p><p><blockquote>凭借周三的强势，期货突破了2月峰值的短期阻力线。然而，期货目前已达到阻碍2月底至3月中旬上涨的水平：</blockquote></p><p>   Indeed, the futures are now reaching the 61.8% Fibonacci retracement of the February/March slide at 13,241. This hurdle capped strength on a closing basis March 16 to March 18.</p><p><blockquote>事实上，期货目前已达到2月/3月下滑的61.8%斐波那契回撤位13,241。这一障碍限制了3月16日至3月18日收盘时的实力。</blockquote></p><p>   The February 25, March 2, and March 16 intraday highs run from 13,285 to 13,341. Thus, the 100-point zone running from around 13,241 to 13,341 offers a significant barrier.</p><p><blockquote>2月25日、3月2日和3月16日的盘中高点从13,285点到13,341点。因此，从13,241点到13,341点左右的100点区域提供了一个重要的障碍。</blockquote></p><p>   Of note, daily momentum studies are looking more constructive. The MACD bottomed on March 8, and crossed above its signal line on March 15. It is now rising to a more than 1-month high and challenging its zero line.</p><p><blockquote>值得注意的是，每日动量研究看起来更具建设性。MACD于3月8日触底，并于3月15日突破其信号线。目前升至1个多月高点，挑战零线。</blockquote></p><p>   Additional Fibonacci retracement hurdles can be found at 13,488/13,526.</p><p><blockquote>额外的斐波那契回撤障碍可以在13,488/13,526找到。</blockquote></p><p>   A reversal back below the broken resistance line, which should now act as support, and is now around 12,975, would put the futures on the back foot again. A break of the March 25 low, at 12,609, can put the early March trough at 12,194, and below, at risk.  </p><p><blockquote>如果跌破阻力线（该阻力线现在应该充当支撑位，目前位于12,975附近），将使期货再次陷入困境。突破3月25日低点12,609点可能会使3月初低点12,194点及以下面临风险。</blockquote></p><p>   Meanwhile, Nasdaq's recent claw back has coincided with the growth   /value    ratio chopping higher off its March 8 trough.  </p><p><blockquote>与此同时，纳斯达克最近的回调恰逢增长/价值比率从3月8日的低点大幅上升。</blockquote></p><p>   In fact, amid a sudden rotation out of more economically sensitive groups such as financials    and energy    and back into tech    and FAANG stocks   , the growth/value ratio is now on track for its biggest weekly rise since mid-January.</p><p><blockquote>事实上，随着金融和能源等对经济更敏感的群体突然转向科技和FAANG股票，增长/价值比率目前有望创下1月中旬以来的最大单周涨幅。</blockquote></p><p>   (Terence Gabriel)</p><p><blockquote>（特伦斯·加布里埃尔）</blockquote></p><p>   *****</p><p><blockquote>*****</blockquote></p><p>   FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:  </p><p><blockquote>有关周四美国东部时间0900/格林威治标准时间1300之前的实时市场帖子-单击此处：</blockquote></p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ NQcv104012021     Opening levels April 1    </p><p><blockquote>NQCV104012021 4月1日开盘水平</blockquote></p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p><blockquote>^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</blockquote></p><p>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)</p><p><blockquote>（Terence Gabriel为路透社市场分析师，所表达观点为其个人观点）</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>LIVE MARKETS-Stocks higher to open Q2 as S&P clears 4k<blockquote>实时市场-随着标准普尔指数突破4k，股市第二季度开盘走高</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\">\nLIVE MARKETS-Stocks higher to open Q2 as S&P clears 4k<blockquote>实时市场-随着标准普尔指数突破4k，股市第二季度开盘走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time smaller\">2021-04-01 22:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body>* U.S. equity indexes rise; Nasdaq, small caps out front</p><p><blockquote><html><body>*美国股指上涨；纳斯达克，小盘股领先</body></html></blockquote></p><p>   * Tech leads S&amp;P sector gainers; staples weakest group</p><p><blockquote>*科技股领涨标准普尔板块；史泰博最弱群体</blockquote></p><p>   * Euro STOXX 600 up ~0.6%</p><p><blockquote>*欧洲斯托克600指数上涨约0.6%</blockquote></p><p>   * Dollar slips; gold, crude rise</p><p><blockquote>*美元滑；黄金、原油上涨</blockquote></p><p>   * U.S. 10-Year Treasury yield  ~1.70%</p><p><blockquote>*美国10年期国债收益率~1.70%</blockquote></p><p>    April 1 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p><p><blockquote>4月1日——欢迎来到路透社记者为您带来的实时市场报道之家。您可以通过markets.research@thomsonreuters.com与我们分享您的想法</blockquote></p><p>   STOCKS HIGHER TO OPEN Q2 AS S&amp;P CLEARS 4K (1021 EDT/1421 GMT)</p><p><blockquote>随着标准普尔指数突破4K，股市第二季度开盘走高（美国东部夏令时间1021日/格林尼治标准时间1421日）</blockquote></p><p>   Major U.S. indexes are higher out of the opening gate to start the second quarter, with the S&amp;P 500    clearing the 4,000 mark for the first time, paced by gains in the tech sector</p><p><blockquote>美国主要股指在第二季度伊始就走高，在科技板块上涨的推动下，标普500首次突破4,000点大关</blockquote></p><p>  as the yield on the benchmark 10-year U.S. treasury note    edged below 1.7%. </p><p><blockquote>随着基准10年期美国国债收益率小幅跌破1.7%。</blockquote></p><p>   The benchmark S&amp;P 500 first crossed the 3,000 mark on July 10, 2019, while the 2,000 hurdle was initially cleared on August 25, 2014. </p><p><blockquote>基准标普500于2019年7月10日首次突破3000点大关，而2000点大关最初于2014年8月25日被清除。</blockquote></p><p>   Of the three major indexes, the Nasdaq    is leading the way higher, as mega-caps Apple   , Microsoft &lt;&gt;MSFT.O&gt; and Amazon.com    are all advancing by at least 1%.  </p><p><blockquote>在三大指数中，纳斯达克领涨，大型股苹果、微软&lt;&gt;MSFT.O&gt;和亚马逊均上涨至少1%。</blockquote></p><p>   Investors were able to look past a softer than expected initial jobless claims report as increasing vaccinations have fueled optimism the labor market will continue to improve.</p><p><blockquote>投资者能够忽略弱于预期的首次申请失业救济报告，因为疫苗接种的增加激发了人们对劳动力市场将继续改善的乐观情绪。</blockquote></p><p>   Other data showed construction spending for February fell, but came in above expectations, while the Institute for Supply Management <a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a> said its index of national factory activity jumped to a reading of 64.7 in March, its highest level in 37 years.   </p><p><blockquote>其他数据显示，2月份建筑支出下降，但高于预期，而供应管理协会<a href=\"https://laohu8.com/S/ISM\">$(ISM)$</a>表示，3月份全国工厂活动指数跃升至64.7，为37年来的最高水平。</blockquote></p><p>   Below is your market snapshot: </p><p><blockquote>以下是您的市场快照：</blockquote></p><p>   (Chuck Mikolajczak) </p><p><blockquote>（查克·米科莱恰克）</blockquote></p><p>   *****</p><p><blockquote>*****</blockquote></p><p>   NASDAQ 100 FUTURES: CLAW BACK CONTINUES (0900 EDT/1300 GMT)</p><p><blockquote>纳斯达克100期货：回调继续（0900 EDT/1300 GMT）</blockquote></p><p>   CME Nasdaq 100 futures    are popping to a 2-week high in premarket trade. This as the U.S. 10-Year Treasury yield</p><p><blockquote>CME纳斯达克100期货在盘前交易中飙升至两周高点。这是美国10年期国债收益率</blockquote></p><p> , which hit a high of 1.7760% on Tuesday, now deflates to around 1.70%.</p><p><blockquote>周二触及1.7760%的高点，目前回落至1.70%左右。</blockquote></p><p>   With Wednesday's strength, the futures overwhelmed a short-term resistance line from the February peak. However, the futures are now reaching levels that have hindered gains from late-February to mid-March:</p><p><blockquote>凭借周三的强势，期货突破了2月峰值的短期阻力线。然而，期货目前已达到阻碍2月底至3月中旬上涨的水平：</blockquote></p><p>   Indeed, the futures are now reaching the 61.8% Fibonacci retracement of the February/March slide at 13,241. This hurdle capped strength on a closing basis March 16 to March 18.</p><p><blockquote>事实上，期货目前已达到2月/3月下滑的61.8%斐波那契回撤位13,241。这一障碍限制了3月16日至3月18日收盘时的实力。</blockquote></p><p>   The February 25, March 2, and March 16 intraday highs run from 13,285 to 13,341. Thus, the 100-point zone running from around 13,241 to 13,341 offers a significant barrier.</p><p><blockquote>2月25日、3月2日和3月16日的盘中高点从13,285点到13,341点。因此，从13,241点到13,341点左右的100点区域提供了一个重要的障碍。</blockquote></p><p>   Of note, daily momentum studies are looking more constructive. The MACD bottomed on March 8, and crossed above its signal line on March 15. It is now rising to a more than 1-month high and challenging its zero line.</p><p><blockquote>值得注意的是，每日动量研究看起来更具建设性。MACD于3月8日触底，并于3月15日突破其信号线。目前升至1个多月高点，挑战零线。</blockquote></p><p>   Additional Fibonacci retracement hurdles can be found at 13,488/13,526.</p><p><blockquote>额外的斐波那契回撤障碍可以在13,488/13,526找到。</blockquote></p><p>   A reversal back below the broken resistance line, which should now act as support, and is now around 12,975, would put the futures on the back foot again. A break of the March 25 low, at 12,609, can put the early March trough at 12,194, and below, at risk.  </p><p><blockquote>如果跌破阻力线（该阻力线现在应该充当支撑位，目前位于12,975附近），将使期货再次陷入困境。突破3月25日低点12,609点可能会使3月初低点12,194点及以下面临风险。</blockquote></p><p>   Meanwhile, Nasdaq's recent claw back has coincided with the growth   /value    ratio chopping higher off its March 8 trough.  </p><p><blockquote>与此同时，纳斯达克最近的回调恰逢增长/价值比率从3月8日的低点大幅上升。</blockquote></p><p>   In fact, amid a sudden rotation out of more economically sensitive groups such as financials    and energy    and back into tech    and FAANG stocks   , the growth/value ratio is now on track for its biggest weekly rise since mid-January.</p><p><blockquote>事实上，随着金融和能源等对经济更敏感的群体突然转向科技和FAANG股票，增长/价值比率目前有望创下1月中旬以来的最大单周涨幅。</blockquote></p><p>   (Terence Gabriel)</p><p><blockquote>（特伦斯·加布里埃尔）</blockquote></p><p>   *****</p><p><blockquote>*****</blockquote></p><p>   FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:  </p><p><blockquote>有关周四美国东部时间0900/格林威治标准时间1300之前的实时市场帖子-单击此处：</blockquote></p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ NQcv104012021     Opening levels April 1    </p><p><blockquote>NQCV104012021 4月1日开盘水平</blockquote></p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p><blockquote>^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</blockquote></p><p>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)</p><p><blockquote>（Terence Gabriel为路透社市场分析师，所表达观点为其个人观点）</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PSQ":"做空纳斯达克100指数ETF-ProShares","09086":"华夏纳指-U","UDOW":"三倍做多道指30ETF-ProShares","DOG":"道指ETF-ProShares做空",".DJI":"道琼斯","03086":"华夏纳指",".IXIC":"NASDAQ Composite","AMZN":"亚马逊","QQQ":"纳指100ETF","QNETCN":"纳斯达克中美互联网老虎指数","MSFT":"微软","SDOW":"三倍做空道指30ETF-ProShares","SQQQ":"纳指三倍做空ETF",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DJX":"1/100道琼斯","AAPL":"苹果","DDM":"2倍做多道指ETF-ProShares","TQQQ":"纳指三倍做多ETF","DXD":"两倍做空道琼30指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124167782","content_text":"* U.S. equity indexes rise; Nasdaq, small caps out front   * Tech leads S&P sector gainers; staples weakest group   * Euro STOXX 600 up ~0.6%   * Dollar slips; gold, crude rise   * U.S. 10-Year Treasury yield  ~1.70%    April 1 - Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com   STOCKS HIGHER TO OPEN Q2 AS S&P CLEARS 4K (1021 EDT/1421 GMT)   Major U.S. indexes are higher out of the opening gate to start the second quarter, with the S&P 500    clearing the 4,000 mark for the first time, paced by gains in the tech sector  as the yield on the benchmark 10-year U.S. treasury note    edged below 1.7%.    The benchmark S&P 500 first crossed the 3,000 mark on July 10, 2019, while the 2,000 hurdle was initially cleared on August 25, 2014.    Of the three major indexes, the Nasdaq    is leading the way higher, as mega-caps Apple   , Microsoft <>MSFT.O> and Amazon.com    are all advancing by at least 1%.     Investors were able to look past a softer than expected initial jobless claims report as increasing vaccinations have fueled optimism the labor market will continue to improve.   Other data showed construction spending for February fell, but came in above expectations, while the Institute for Supply Management $(ISM)$ said its index of national factory activity jumped to a reading of 64.7 in March, its highest level in 37 years.      Below is your market snapshot:    (Chuck Mikolajczak)    *****   NASDAQ 100 FUTURES: CLAW BACK CONTINUES (0900 EDT/1300 GMT)   CME Nasdaq 100 futures    are popping to a 2-week high in premarket trade. This as the U.S. 10-Year Treasury yield , which hit a high of 1.7760% on Tuesday, now deflates to around 1.70%.   With Wednesday's strength, the futures overwhelmed a short-term resistance line from the February peak. However, the futures are now reaching levels that have hindered gains from late-February to mid-March:   Indeed, the futures are now reaching the 61.8% Fibonacci retracement of the February/March slide at 13,241. This hurdle capped strength on a closing basis March 16 to March 18.   The February 25, March 2, and March 16 intraday highs run from 13,285 to 13,341. Thus, the 100-point zone running from around 13,241 to 13,341 offers a significant barrier.   Of note, daily momentum studies are looking more constructive. The MACD bottomed on March 8, and crossed above its signal line on March 15. It is now rising to a more than 1-month high and challenging its zero line.   Additional Fibonacci retracement hurdles can be found at 13,488/13,526.   A reversal back below the broken resistance line, which should now act as support, and is now around 12,975, would put the futures on the back foot again. A break of the March 25 low, at 12,609, can put the early March trough at 12,194, and below, at risk.     Meanwhile, Nasdaq's recent claw back has coincided with the growth   /value    ratio chopping higher off its March 8 trough.     In fact, amid a sudden rotation out of more economically sensitive groups such as financials    and energy    and back into tech    and FAANG stocks   , the growth/value ratio is now on track for its biggest weekly rise since mid-January.   (Terence Gabriel)   *****   FOR THURSDAY'S LIVE MARKETS' POSTS PRIOR TO 0900 EDT/1300 GMT - CLICK HERE:      <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ NQcv104012021     Opening levels April 1       ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Terence Gabriel is a Reuters market analyst. The views expressed are his own)","news_type":1,"symbols_score_info":{"09086":0.6,".IXIC":0.9,"DJX":0.6,"AAPL":0.9,"PSQ":0.6,"MNQmain":0.6,"QQQ":0.6,"NQmain":0.6,"MSFT":0.9,"SQQQ":0.6,"TQQQ":0.6,"QLD":0.6,".SPX":0.9,"DOG":0.6,"UDOW":0.6,"03086":0.6,"AMZN":0.9,"DDM":0.6,".DJI":0.9,"DXD":0.6,"SDOW":0.6,"QID":0.6,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328085118,"gmtCreate":1615474836634,"gmtModify":1703489660216,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a>&nbsp;Appreciating [开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/COST\">$Costco(COST)$</a>&nbsp;Appreciating [开心]&nbsp;","text":"$Costco(COST)$ Appreciating [开心]","images":[{"img":"https://static.tigerbbs.com/ed941735d701edb904aefe6a40b86a2a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328085118","isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328738506,"gmtCreate":1615558998905,"gmtModify":1703490905290,"author":{"id":"3577968507475807","authorId":"3577968507475807","name":"KageL","avatar":"https://static.tigerbbs.com/b278e1c57ec07aba0c83745974e3c2a4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577968507475807","idStr":"3577968507475807"},"themes":[],"htmlText":"[开心]&nbsp;&nbsp;yes appreciate more pls","listText":"[开心]&nbsp;&nbsp;yes appreciate more pls","text":"[开心] yes appreciate more pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328738506","repostId":"1192391495","repostType":4,"isVote":1,"tweetType":1,"viewCount":1656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}