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mrmuhdamir

mrmuhdamir

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2021-03-31

good news

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2021-03-30

hoping to rise soon :(

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2021-03-29

interesting

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2021-03-27

weee

Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>

2021-03-27

buy?

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2021-03-26

interesting

The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>

2021-03-24

lookinh good :))

Intel rose 6% before the market,Intel doubles down on chip manufacturing with $20 billion investment<blockquote>英特尔盘前涨6%英特尔投资200亿美元加倍押注芯片制造</blockquote>

2021-03-24

$Tandem Diabetes Care(TNDM)$buy more?

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23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等估值高、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工，并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由，将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，同比增长约60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有，目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。利率上升主要以两种方式影响成长型股票。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后，今年迄今已下跌约10%。周五早盘交易中，股价下跌0.9%，至634.40美元。标准普尔500指数上涨约0.7%。</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>Tesla Deliveries Are Coming. They Matter More Than Ever. 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They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等估值高、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工，并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由，将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，同比增长约60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有，目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。利率上升主要以两种方式影响成长型股票。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后，今年迄今已下跌约10%。周五早盘交易中，股价下跌0.9%，至634.40美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352080217,"gmtCreate":1616830595239,"gmtModify":1634523783221,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578348302372885","idStr":"3578348302372885"},"themes":[],"title":"","htmlText":"buy?","listText":"buy?","text":"buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352080217","repostId":"2122472374","repostType":4,"isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356368237,"gmtCreate":1616757041129,"gmtModify":1634524164104,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578348302372885","idStr":"3578348302372885"},"themes":[],"title":"","htmlText":"interesting&nbsp;","listText":"interesting&nbsp;","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356368237","repostId":"1123246935","repostType":4,"repost":{"id":"1123246935","kind":"news","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=zh_CN&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>周三船只堵塞苏伊士运河的照片。苏伊士运河管理局来自法新社/盖蒂图片社</span></p></blockquote></p><p> Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p><p><blockquote>出于一个奇怪的原因，全球供应链再次成为焦点。一艘船被困在苏伊士运河。</blockquote></p><p> The situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.</p><p><blockquote>这种情况不太可能产生持久影响，但它表明了企业全球供应链的脆弱性，这是自疫情爆发以来他们一直在努力解决的问题。供应链管理变得越来越困难，给工业股带来了新的风险，甚至更大的机会。</blockquote></p><p> Suez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships&nbsp;and more than a billion tons of cargo pass through the canal each year.</p><p><blockquote>苏伊士运河是埃及从红海到地中海的捷径，是全球最重要的运河之一。它使得从中东和亚洲到欧洲的海上旅行成为可能，而无需绕着非洲航行，从而减少了运输时间和成本。每年有数千艘船只和超过10亿吨的货物通过运河。</blockquote></p><p> The Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.</p><p><blockquote>苏伊士运河的情况可能会很快得到解决，尽管工程师们似乎仍在研究如何解决。然而，这一事件仍然表明，管理分散的全球供应链变得多么困难。</blockquote></p><p> Supply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.</p><p><blockquote>在疫情期间，供应链一直是投资者和管理团队讨论的一个大话题。由于其他地方的封锁浪潮中断了交付，世界各地的工厂不得不关闭，或寻求昂贵的零部件空运。与此同时，对健康相关商品的需求猛增，而一些同一家公司生产的其他产品的销售却下滑，迫使采购经理立即重新分配资源。</blockquote></p><p> Honeywell International&nbsp;(ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”</p><p><blockquote>例如，霍尼韦尔国际公司（股票代码：HON）开设了10个生产基地，生产口罩和呼吸机传感器。“我们必须在航空航天领域签订合同，”该公司供应链主管托斯顿·皮尔磁(Torsten Pilz)表示。“我们有快速做事的经验。”</blockquote></p><p> The industrial conglomerate has a prominent aerospace business, among other operations.</p><p><blockquote>该工业集团拥有著名的航空航天业务等业务。</blockquote></p><p> “2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.</p><p><blockquote>通用电气（股票代码：GE）首席执行官拉里·卡尔普(Larry Culp)表示：“从供应链的角度来看，2020年极具挑战性。”<i>巴伦周刊</i>在最近的一次采访中。“在我们自己的设施和供应基地。”卡尔普正在使用精益管理技术（一种解决问题的统计方法）来改善通用电气运营的各个方面，包括供应链管理。</blockquote></p><p> “Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”</p><p><blockquote>“从组织上来说，我们还不错，”霍尼韦尔的皮尔磁在反思2020年的困难时说道。“我们减少了工厂和配送中心的数量。最重要的是，我们建立了或多或少区域性的供应链。”</blockquote></p><p> “More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.</p><p><blockquote>“或多或少的区域性”正在成为行业内的一个主题。这个概念也出现在回流或“在哪里销售”范式的讨论中。</blockquote></p><p> In the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p><p><blockquote>在本世纪初，许多工业企业追求最低的劳动力成本，只是将产品运往世界各地。但即使在疫情之前，随着中国等地工资上涨以及贸易壁垒开始出现，这种模式也有所崩溃。新冠肺炎加速了这一趋势。</blockquote></p><p> Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p><p><blockquote>美国银行工业分析师安德鲁·奥宾（Andrew Obin）几个月来一直在跟踪回流数据点，他周四写了另一个例子。奥宾在一份研究报告中写道：“英特尔宣布投资200亿美元在美国建设两家半导体晶圆厂。”他补充说，英特尔(INTC)的消息是在台积电(TSM)和三星(005930.Korea)宣布之后发布的。</blockquote></p><p> The amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p><p><blockquote>他表示，由于这一转变而回流美国的资金数量足以推动美国工业设备制造商的发展。奥宾表示：“自2000年以来，美国科技的离岸外包是美国实际制造业产出持平的最大驱动力。”英特尔的声明代表着朝着扭转这一局面迈出了一步。</blockquote></p><p> For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p><p><blockquote>对于工业股投资者来说，回流是推动业绩改善的另一个小积极因素。名单上还包括全球经济的改善以及将工业机械产生的所有数据数字化的机会，以提供更好的客户服务和新产品。</blockquote></p><p> Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p><p><blockquote>奥宾认为回流趋势有助于他给予买入评级的一些股票，包括派克汉尼汾(PH)、罗克韦尔自动化(ROK)、伊顿(ETN)、Fortive(FTV)、艾默生电气(EMR)和PTC(PTC)。</blockquote></p><p> Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p><p><blockquote>过去六个月，这六只股票平均上涨了约35%，好于标准普尔500指数和道琼斯工业平均指数20%的可比涨幅。与回流相关的股票也超过了其他工业股票。标普500的工业成分同期上涨了约25%。</blockquote></p><p></p><p> Obin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.</p><p><blockquote>奥宾认为回流主题是有意义的。尽管Zoom等技术有效地缩小了地球，使人们可以随时随地与任何人交谈，但商品仍然需要在物理位置生产和消费。</blockquote></p><p> The problem with the Suez Canal highlights how it can be better to do that closer to home.</p><p><blockquote>苏伊士运河的问题凸显了在离家更近的地方这样做会更好。</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>The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</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\">\nThe Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>周三船只堵塞苏伊士运河的照片。苏伊士运河管理局来自法新社/盖蒂图片社</span></p></blockquote></p><p> Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p><p><blockquote>出于一个奇怪的原因，全球供应链再次成为焦点。一艘船被困在苏伊士运河。</blockquote></p><p> The situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.</p><p><blockquote>这种情况不太可能产生持久影响，但它表明了企业全球供应链的脆弱性，这是自疫情爆发以来他们一直在努力解决的问题。供应链管理变得越来越困难，给工业股带来了新的风险，甚至更大的机会。</blockquote></p><p> Suez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships&nbsp;and more than a billion tons of cargo pass through the canal each year.</p><p><blockquote>苏伊士运河是埃及从红海到地中海的捷径，是全球最重要的运河之一。它使得从中东和亚洲到欧洲的海上旅行成为可能，而无需绕着非洲航行，从而减少了运输时间和成本。每年有数千艘船只和超过10亿吨的货物通过运河。</blockquote></p><p> The Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.</p><p><blockquote>苏伊士运河的情况可能会很快得到解决，尽管工程师们似乎仍在研究如何解决。然而，这一事件仍然表明，管理分散的全球供应链变得多么困难。</blockquote></p><p> Supply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.</p><p><blockquote>在疫情期间，供应链一直是投资者和管理团队讨论的一个大话题。由于其他地方的封锁浪潮中断了交付，世界各地的工厂不得不关闭，或寻求昂贵的零部件空运。与此同时，对健康相关商品的需求猛增，而一些同一家公司生产的其他产品的销售却下滑，迫使采购经理立即重新分配资源。</blockquote></p><p> Honeywell International&nbsp;(ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”</p><p><blockquote>例如，霍尼韦尔国际公司（股票代码：HON）开设了10个生产基地，生产口罩和呼吸机传感器。“我们必须在航空航天领域签订合同，”该公司供应链主管托斯顿·皮尔磁(Torsten Pilz)表示。“我们有快速做事的经验。”</blockquote></p><p> The industrial conglomerate has a prominent aerospace business, among other operations.</p><p><blockquote>该工业集团拥有著名的航空航天业务等业务。</blockquote></p><p> “2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.</p><p><blockquote>通用电气（股票代码：GE）首席执行官拉里·卡尔普(Larry Culp)表示：“从供应链的角度来看，2020年极具挑战性。”<i>巴伦周刊</i>在最近的一次采访中。“在我们自己的设施和供应基地。”卡尔普正在使用精益管理技术（一种解决问题的统计方法）来改善通用电气运营的各个方面，包括供应链管理。</blockquote></p><p> “Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”</p><p><blockquote>“从组织上来说，我们还不错，”霍尼韦尔的皮尔磁在反思2020年的困难时说道。“我们减少了工厂和配送中心的数量。最重要的是，我们建立了或多或少区域性的供应链。”</blockquote></p><p> “More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.</p><p><blockquote>“或多或少的区域性”正在成为行业内的一个主题。这个概念也出现在回流或“在哪里销售”范式的讨论中。</blockquote></p><p> In the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p><p><blockquote>在本世纪初，许多工业企业追求最低的劳动力成本，只是将产品运往世界各地。但即使在疫情之前，随着中国等地工资上涨以及贸易壁垒开始出现，这种模式也有所崩溃。新冠肺炎加速了这一趋势。</blockquote></p><p> Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p><p><blockquote>美国银行工业分析师安德鲁·奥宾（Andrew Obin）几个月来一直在跟踪回流数据点，他周四写了另一个例子。奥宾在一份研究报告中写道：“英特尔宣布投资200亿美元在美国建设两家半导体晶圆厂。”他补充说，英特尔(INTC)的消息是在台积电(TSM)和三星(005930.Korea)宣布之后发布的。</blockquote></p><p> The amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p><p><blockquote>他表示，由于这一转变而回流美国的资金数量足以推动美国工业设备制造商的发展。奥宾表示：“自2000年以来，美国科技的离岸外包是美国实际制造业产出持平的最大驱动力。”英特尔的声明代表着朝着扭转这一局面迈出了一步。</blockquote></p><p> For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p><p><blockquote>对于工业股投资者来说，回流是推动业绩改善的另一个小积极因素。名单上还包括全球经济的改善以及将工业机械产生的所有数据数字化的机会，以提供更好的客户服务和新产品。</blockquote></p><p> Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p><p><blockquote>奥宾认为回流趋势有助于他给予买入评级的一些股票，包括派克汉尼汾(PH)、罗克韦尔自动化(ROK)、伊顿(ETN)、Fortive(FTV)、艾默生电气(EMR)和PTC(PTC)。</blockquote></p><p> Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p><p><blockquote>过去六个月，这六只股票平均上涨了约35%，好于标准普尔500指数和道琼斯工业平均指数20%的可比涨幅。与回流相关的股票也超过了其他工业股票。标普500的工业成分同期上涨了约25%。</blockquote></p><p></p><p> Obin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.</p><p><blockquote>奥宾认为回流主题是有意义的。尽管Zoom等技术有效地缩小了地球，使人们可以随时随地与任何人交谈，但商品仍然需要在物理位置生产和消费。</blockquote></p><p> The problem with the Suez Canal highlights how it can be better to do that closer to home.</p><p><blockquote>苏伊士运河的问题凸显了在离家更近的地方这样做会更好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1\">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":{"GE":"GE航空航天","PH":"汉尼汾","ETH":"低成本以太坊ETF-Grayscale","HON":"霍尼韦尔","TSM":"台积电","ROK":"罗克韦尔自动化","EMR":"艾默生电气","PTC":"PTC Inc.","INTC":"英特尔","SSNLF":"三星电子","FTV":"Fortive Corporation"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","content_text":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlobal supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.\nThe situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.\nSuez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships and more than a billion tons of cargo pass through the canal each year.\nThe Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.\nSupply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.\nHoneywell International (ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”\nThe industrial conglomerate has a prominent aerospace business, among other operations.\n“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO Larry Culp told Barron’s in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.\n“Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”\n“More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.\nIn the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was breaking down a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.\nBank of America industrial analyst Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by Taiwan Semiconductor Manufacturing (TSM) and Samsung (005930. Korea).\nThe amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.\nFor investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving global economy and the opportunity to digitize all the data that industrial machinery generates, to offer better customer service and new products.\nObin sees the reshoring trend helping some stocks he rates at Buy, including Parker-Hannifin (PH),Rockwell Automation (ROK), Eaton (ETN), Fortive (FTV),Emerson Electric (EMR), and PTC (PTC).\nThose six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the S&P 500 and Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&P 500 are up about 25% over the same span.\nObin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.\nThe problem with the Suez Canal highlights how it can be better to do that closer to home.","news_type":1,"symbols_score_info":{"EMR":0.9,"FTV":0.9,"INTC":0.9,"GE":0.9,"ROK":0.9,"PTC":0.9,"ETH":0.9,"HON":0.9,"TSM":0.9,"SSNLF":0.9,"PH":0.9}},"isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351162350,"gmtCreate":1616576097570,"gmtModify":1634525123479,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578348302372885","idStr":"3578348302372885"},"themes":[],"title":"","htmlText":"lookinh good :))","listText":"lookinh good :))","text":"lookinh good :))","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351162350","repostId":"1165518141","repostType":4,"repost":{"id":"1165518141","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616573395,"share":"https://www.laohu8.com/m/news/1165518141?lang=zh_CN&edition=full","pubTime":"2021-03-24 16:09","market":"us","language":"en","title":"Intel rose 6% before the market,Intel doubles down on chip manufacturing with $20 billion investment<blockquote>英特尔盘前涨6%英特尔投资200亿美元加倍押注芯片制造</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165518141","media":"Tiger Newspress","summary":"On March 24, Intel surged 6% before the market.Intel doubles down on chip manufacturing with $20 bil","content":"<p>On March 24, Intel surged 6% before the market.Intel doubles down on chip manufacturing with $20 billion investment。</p><p><blockquote>3月24日，英特尔盘前大涨6%。英特尔投资200亿美元加大芯片制造力度。</blockquote></p><p><img src=\"https://static.tigerbbs.com/cf1f7a49008dc5d799e65f333045f8cd\" tg-width=\"829\" tg-height=\"653\" referrerpolicy=\"no-referrer\">Intel's new CEO Pat Gelsinger is doubling down on chip manufacturing.</p><p><blockquote>英特尔新任首席执行官帕特·基辛格(Pat Gelsinger)正在加倍投资芯片制造。</blockquote></p><p>The company — which has been pressured to outsource more of its chipmaking — announced Tuesday during a business update its plan to invest $20 billion to build two new factories in Arizona.</p><p><blockquote>该公司一直面临外包更多芯片制造的压力，周二在业务更新中宣布计划投资200亿美元在亚利桑那州建造两家新工厂。</blockquote></p><p>“We are setting a course for a new era of innovation and product leadership at Intel,”said Gelsinger in a statement. “Intel is the only company with the depth and breadth of software, silicon and platforms, packaging, and process with at-scale manufacturing customers can depend on for their next-generation innovations. IDM 2.0 is an elegant strategy that only Intel can deliver – and it’s a winning formula. We will use it to design the best products and manufacture them in the best way possible for every category we compete in.”</p><p><blockquote>基辛格在一份声明中表示：“我们正在为英特尔创新和产品领导力的新时代设定路线。”“英特尔是唯一一家拥有软件、芯片和平台、封装和工艺深度和广度的公司，大规模制造客户可以依赖其进行下一代创新。IDM 2.0是一个只有英特尔才能提供的优雅战略，也是一个制胜的公式。我们将利用它为我们竞争的每个类别设计最好的产品，并尽可能以最好的方式制造这些产品。”</blockquote></p><p>Gelsinger said during a conference call that he views Intel's internal chipmaking as a key strategic advantage. The comments on production echo those made by Gelsinger to investors soon after he started at Intel as CEO in late February.</p><p><blockquote>基辛格在电话会议上表示，他认为英特尔的内部芯片制造是一个关键的战略优势。有关生产的评论与基辛格2月底开始在英特尔担任首席执行官后不久向投资者发表的评论相呼应。</blockquote></p><p>To bring home the point, Gelsinger was joined on the digital stage byMicrosoft CEO Satya NadellaandIBM CEO ArvindKrishna. Both expressed confidence in Gelsinger's plan to keep chipmaking in house.</p><p><blockquote>为了阐明这一点，微软首席执行官萨蒂亚·纳德拉和IBM首席执行官阿尔温德·克里希纳(ArvindKrishna)与基辛格一起登上了数字舞台。两人都表示对基辛格将芯片制造留在内部的计划充满信心。</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>Intel rose 6% before the market,Intel doubles down on chip manufacturing with $20 billion investment<blockquote>英特尔盘前涨6%英特尔投资200亿美元加倍押注芯片制造</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\">\nIntel rose 6% before the market,Intel doubles down on chip manufacturing with $20 billion investment<blockquote>英特尔盘前涨6%英特尔投资200亿美元加倍押注芯片制造</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-03-24 16:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 24, Intel surged 6% before the market.Intel doubles down on chip manufacturing with $20 billion investment。</p><p><blockquote>3月24日，英特尔盘前大涨6%。英特尔投资200亿美元加大芯片制造力度。</blockquote></p><p><img src=\"https://static.tigerbbs.com/cf1f7a49008dc5d799e65f333045f8cd\" tg-width=\"829\" tg-height=\"653\" referrerpolicy=\"no-referrer\">Intel's new CEO Pat Gelsinger is doubling down on chip manufacturing.</p><p><blockquote>英特尔新任首席执行官帕特·基辛格(Pat Gelsinger)正在加倍投资芯片制造。</blockquote></p><p>The company — which has been pressured to outsource more of its chipmaking — announced Tuesday during a business update its plan to invest $20 billion to build two new factories in Arizona.</p><p><blockquote>该公司一直面临外包更多芯片制造的压力，周二在业务更新中宣布计划投资200亿美元在亚利桑那州建造两家新工厂。</blockquote></p><p>“We are setting a course for a new era of innovation and product leadership at Intel,”said Gelsinger in a statement. “Intel is the only company with the depth and breadth of software, silicon and platforms, packaging, and process with at-scale manufacturing customers can depend on for their next-generation innovations. IDM 2.0 is an elegant strategy that only Intel can deliver – and it’s a winning formula. We will use it to design the best products and manufacture them in the best way possible for every category we compete in.”</p><p><blockquote>基辛格在一份声明中表示：“我们正在为英特尔创新和产品领导力的新时代设定路线。”“英特尔是唯一一家拥有软件、芯片和平台、封装和工艺深度和广度的公司，大规模制造客户可以依赖其进行下一代创新。IDM 2.0是一个只有英特尔才能提供的优雅战略，也是一个制胜的公式。我们将利用它为我们竞争的每个类别设计最好的产品，并尽可能以最好的方式制造这些产品。”</blockquote></p><p>Gelsinger said during a conference call that he views Intel's internal chipmaking as a key strategic advantage. The comments on production echo those made by Gelsinger to investors soon after he started at Intel as CEO in late February.</p><p><blockquote>基辛格在电话会议上表示，他认为英特尔的内部芯片制造是一个关键的战略优势。有关生产的评论与基辛格2月底开始在英特尔担任首席执行官后不久向投资者发表的评论相呼应。</blockquote></p><p>To bring home the point, Gelsinger was joined on the digital stage byMicrosoft CEO Satya NadellaandIBM CEO ArvindKrishna. Both expressed confidence in Gelsinger's plan to keep chipmaking in house.</p><p><blockquote>为了阐明这一点，微软首席执行官萨蒂亚·纳德拉和IBM首席执行官阿尔温德·克里希纳(ArvindKrishna)与基辛格一起登上了数字舞台。两人都表示对基辛格将芯片制造留在内部的计划充满信心。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165518141","content_text":"On March 24, Intel surged 6% before the market.Intel doubles down on chip manufacturing with $20 billion investment。Intel's new CEO Pat Gelsinger is doubling down on chip manufacturing.The company — which has been pressured to outsource more of its chipmaking — announced Tuesday during a business update its plan to invest $20 billion to build two new factories in Arizona.“We are setting a course for a new era of innovation and product leadership at Intel,”said Gelsinger in a statement. “Intel is the only company with the depth and breadth of software, silicon and platforms, packaging, and process with at-scale manufacturing customers can depend on for their next-generation innovations. IDM 2.0 is an elegant strategy that only Intel can deliver – and it’s a winning formula. We will use it to design the best products and manufacture them in the best way possible for every category we compete in.”Gelsinger said during a conference call that he views Intel's internal chipmaking as a key strategic advantage. The comments on production echo those made by Gelsinger to investors soon after he started at Intel as CEO in late February.To bring home the point, Gelsinger was joined on the digital stage byMicrosoft CEO Satya NadellaandIBM CEO ArvindKrishna. Both expressed confidence in Gelsinger's plan to keep chipmaking in house.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351166173,"gmtCreate":1616575991992,"gmtModify":1631889226000,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578348302372885","idStr":"3578348302372885"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TNDM\">$Tandem Diabetes Care(TNDM)$</a>buy more?","listText":"<a href=\"https://laohu8.com/S/TNDM\">$Tandem Diabetes Care(TNDM)$</a>buy more?","text":"$Tandem Diabetes Care(TNDM)$buy more?","images":[{"img":"https://static.tigerbbs.com/0ae9874023d624b38435ca2f880e4067","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351166173","isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":354565616,"gmtCreate":1617189760935,"gmtModify":1634522187654,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578348302372885","authorIdStr":"3578348302372885"},"themes":[],"title":"","htmlText":"good news","listText":"good news","text":"good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354565616","repostId":"1196818239","repostType":4,"isVote":1,"tweetType":1,"viewCount":2078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355930697,"gmtCreate":1617022221819,"gmtModify":1634523096818,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578348302372885","authorIdStr":"3578348302372885"},"themes":[],"title":"","htmlText":"interesting&nbsp;","listText":"interesting&nbsp;","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/355930697","repostId":"1194994971","repostType":4,"isVote":1,"tweetType":1,"viewCount":2092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352080422,"gmtCreate":1616830631566,"gmtModify":1634523783098,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578348302372885","authorIdStr":"3578348302372885"},"themes":[],"title":"","htmlText":"weee","listText":"weee","text":"weee","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/352080422","repostId":"1111192234","repostType":4,"repost":{"id":"1111192234","kind":"news","pubTimestamp":1616772179,"share":"https://www.laohu8.com/m/news/1111192234?lang=zh_CN&edition=full","pubTime":"2021-03-26 23:22","market":"us","language":"en","title":"Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","media":"Barrons","summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","content":"<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等估值高、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工，并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由，将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，同比增长约60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有，目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。利率上升主要以两种方式影响成长型股票。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后，今年迄今已下跌约10%。周五早盘交易中，股价下跌0.9%，至634.40美元。标准普尔500指数上涨约0.7%。</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>Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</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 Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.<blockquote>特斯拉交付即将到来。它们比以往任何时候都重要。这是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 23:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.</p><p><blockquote>第一季度再过几天就结束了。这意味着汽车制造商的更多交付数据即将发布。对于投资者来说，这些数字将比平时更重要。原因很简单：全球汽车微芯片短缺正在扰乱整个汽车行业。</blockquote></p><p> Numbers will matter even more for richly valued, high-growth companies such as&nbsp;Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both&nbsp;General Motors(GM) and&nbsp;Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.</p><p><blockquote>对于特斯拉（股票代码：TSLA）等估值高、高增长的公司来说，数字将更加重要。特斯拉投资者想要增长，而芯片形势正在挤压增长。通用汽车(GM)和福特汽车(F)最近都意外停工，并称芯片问题是2021年10亿美元利润的阻力。这不是投资者想听到的。</blockquote></p><p> Everyone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.</p><p><blockquote>每个人都意识到了这个问题。尽管如此，当第一季度数据公布时，如果业绩弱于预期，投资者必须决定是否给特斯拉或任何其他快速增长的电动汽车制造商一个通行证。</blockquote></p><p> So far the market isn’t feeling charitable. But the sample size is only one stock.</p><p><blockquote>到目前为止，市场并不仁慈。但样本量只有一只股票。</blockquote></p><p> NIO&nbsp;shares (NIO) are down more than 6% in Friday trading after the EV maker&nbsp;reduced guidance&nbsp;for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.</p><p><blockquote>电动汽车制造商蔚来（蔚来）将第一季度交付量指引从约20,250辆下调至约19,500辆，该公司股价在周五交易中下跌超过6%。蔚来管理层以芯片短缺为由，将从3月29日开始关闭一家制造工厂五天。</blockquote></p><p> For Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.</p><p><blockquote>对于特斯拉，华尔街正在寻找3月份交付的约16.2万辆汽车。这低于峰值估计的约183,000辆。分析师似乎正在减少数量，可能是因为短缺。</blockquote></p><p> Tesla delivered about 181,000 vehicles in the&nbsp;fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.</p><p><blockquote>特斯拉第四季度交付了约18.1万辆汽车。分析师预计2021年全年汽车交付量将接近80万辆，同比增长约60%。</blockquote></p><p> RBC analyst&nbsp;Joe Spak&nbsp;is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting&nbsp;Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.</p><p><blockquote>RBC分析师Joe Spak预测第一季度交付量为17万辆，同比增长90%以上。他还预测，本季度特斯拉将在加州生产96,000辆汽车，在中国生产74,000辆汽车。斯帕克在周四的一份报告中写道：“共识[估计]看起来基本合理。”“我们确实在寻找最新消息，以了解semi短缺如何影响特斯拉——就像它对行业其他部门一样。”他认为，由于芯片的原因，预期存在一些额外的下行风险，尤其是第二季度的数据。</blockquote></p><p> Spak rates Tesla stock Hold and has a $725 price target for shares.</p><p><blockquote>Spak将特斯拉股票评级为持有，目标价为725美元。</blockquote></p><p> In the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.</p><p><blockquote>就特斯拉股票而言，芯片短缺已经让位于利率上升。利率上升主要以两种方式影响成长型股票。首先，这使得增长的融资成本更高。蔚来尚未盈利。高增长公司的大部分现金流是在遥远的未来产生的。相对而言，当投资者今天可以用现金赚取更高的利率时，现金流的价值就会低一些。</blockquote></p><p> Tesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The&nbsp;S&amp;P 500is up about 0.7%.</p><p><blockquote>特斯拉股价在2020年上涨超过740%后，今年迄今已下跌约10%。周五早盘交易中，股价下跌0.9%，至634.40美元。标准普尔500指数上涨约0.7%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111192234","content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. For starters, it makes growth more expensive to finance. NIO isn’t profitable yet. High-growth companies generate most of their cash flow far in the future. That cash flow is worth a little less, relatively speaking, when investors can earn higher interest rates on their cash today.\nTesla stock is down roughly 10% year to date after rising more than 740% in 2020. Shares are down 0.9% in early Friday trading, at $634.40. The S&P 500is up about 0.7%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351166173,"gmtCreate":1616575991992,"gmtModify":1631889226000,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578348302372885","authorIdStr":"3578348302372885"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TNDM\">$Tandem Diabetes Care(TNDM)$</a>buy more?","listText":"<a href=\"https://laohu8.com/S/TNDM\">$Tandem Diabetes Care(TNDM)$</a>buy more?","text":"$Tandem Diabetes Care(TNDM)$buy more?","images":[{"img":"https://static.tigerbbs.com/0ae9874023d624b38435ca2f880e4067","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351166173","isVote":1,"tweetType":1,"viewCount":2334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":355778943,"gmtCreate":1617110397882,"gmtModify":1634522614085,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578348302372885","authorIdStr":"3578348302372885"},"themes":[],"title":"","htmlText":"hoping to rise soon :(","listText":"hoping to rise soon :(","text":"hoping to rise soon :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355778943","repostId":"1151024477","repostType":4,"isVote":1,"tweetType":1,"viewCount":2038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352080217,"gmtCreate":1616830595239,"gmtModify":1634523783221,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578348302372885","authorIdStr":"3578348302372885"},"themes":[],"title":"","htmlText":"buy?","listText":"buy?","text":"buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352080217","repostId":"2122472374","repostType":4,"isVote":1,"tweetType":1,"viewCount":1487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356368237,"gmtCreate":1616757041129,"gmtModify":1634524164104,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578348302372885","authorIdStr":"3578348302372885"},"themes":[],"title":"","htmlText":"interesting&nbsp;","listText":"interesting&nbsp;","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356368237","repostId":"1123246935","repostType":4,"repost":{"id":"1123246935","kind":"news","pubTimestamp":1616743753,"share":"https://www.laohu8.com/m/news/1123246935?lang=zh_CN&edition=full","pubTime":"2021-03-26 15:29","market":"us","language":"en","title":"The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123246935","media":"Barrons","summary":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlo","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>周三船只堵塞苏伊士运河的照片。苏伊士运河管理局来自法新社/盖蒂图片社</span></p></blockquote></p><p> Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p><p><blockquote>出于一个奇怪的原因，全球供应链再次成为焦点。一艘船被困在苏伊士运河。</blockquote></p><p> The situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.</p><p><blockquote>这种情况不太可能产生持久影响，但它表明了企业全球供应链的脆弱性，这是自疫情爆发以来他们一直在努力解决的问题。供应链管理变得越来越困难，给工业股带来了新的风险，甚至更大的机会。</blockquote></p><p> Suez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships&nbsp;and more than a billion tons of cargo pass through the canal each year.</p><p><blockquote>苏伊士运河是埃及从红海到地中海的捷径，是全球最重要的运河之一。它使得从中东和亚洲到欧洲的海上旅行成为可能，而无需绕着非洲航行，从而减少了运输时间和成本。每年有数千艘船只和超过10亿吨的货物通过运河。</blockquote></p><p> The Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.</p><p><blockquote>苏伊士运河的情况可能会很快得到解决，尽管工程师们似乎仍在研究如何解决。然而，这一事件仍然表明，管理分散的全球供应链变得多么困难。</blockquote></p><p> Supply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.</p><p><blockquote>在疫情期间，供应链一直是投资者和管理团队讨论的一个大话题。由于其他地方的封锁浪潮中断了交付，世界各地的工厂不得不关闭，或寻求昂贵的零部件空运。与此同时，对健康相关商品的需求猛增，而一些同一家公司生产的其他产品的销售却下滑，迫使采购经理立即重新分配资源。</blockquote></p><p> Honeywell International&nbsp;(ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”</p><p><blockquote>例如，霍尼韦尔国际公司（股票代码：HON）开设了10个生产基地，生产口罩和呼吸机传感器。“我们必须在航空航天领域签订合同，”该公司供应链主管托斯顿·皮尔磁(Torsten Pilz)表示。“我们有快速做事的经验。”</blockquote></p><p> The industrial conglomerate has a prominent aerospace business, among other operations.</p><p><blockquote>该工业集团拥有著名的航空航天业务等业务。</blockquote></p><p> “2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.</p><p><blockquote>通用电气（股票代码：GE）首席执行官拉里·卡尔普(Larry Culp)表示：“从供应链的角度来看，2020年极具挑战性。”<i>巴伦周刊</i>在最近的一次采访中。“在我们自己的设施和供应基地。”卡尔普正在使用精益管理技术（一种解决问题的统计方法）来改善通用电气运营的各个方面，包括供应链管理。</blockquote></p><p> “Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”</p><p><blockquote>“从组织上来说，我们还不错，”霍尼韦尔的皮尔磁在反思2020年的困难时说道。“我们减少了工厂和配送中心的数量。最重要的是，我们建立了或多或少区域性的供应链。”</blockquote></p><p> “More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.</p><p><blockquote>“或多或少的区域性”正在成为行业内的一个主题。这个概念也出现在回流或“在哪里销售”范式的讨论中。</blockquote></p><p> In the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p><p><blockquote>在本世纪初，许多工业企业追求最低的劳动力成本，只是将产品运往世界各地。但即使在疫情之前，随着中国等地工资上涨以及贸易壁垒开始出现，这种模式也有所崩溃。新冠肺炎加速了这一趋势。</blockquote></p><p> Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p><p><blockquote>美国银行工业分析师安德鲁·奥宾（Andrew Obin）几个月来一直在跟踪回流数据点，他周四写了另一个例子。奥宾在一份研究报告中写道：“英特尔宣布投资200亿美元在美国建设两家半导体晶圆厂。”他补充说，英特尔(INTC)的消息是在台积电(TSM)和三星(005930.Korea)宣布之后发布的。</blockquote></p><p> The amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p><p><blockquote>他表示，由于这一转变而回流美国的资金数量足以推动美国工业设备制造商的发展。奥宾表示：“自2000年以来，美国科技的离岸外包是美国实际制造业产出持平的最大驱动力。”英特尔的声明代表着朝着扭转这一局面迈出了一步。</blockquote></p><p> For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p><p><blockquote>对于工业股投资者来说，回流是推动业绩改善的另一个小积极因素。名单上还包括全球经济的改善以及将工业机械产生的所有数据数字化的机会，以提供更好的客户服务和新产品。</blockquote></p><p> Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p><p><blockquote>奥宾认为回流趋势有助于他给予买入评级的一些股票，包括派克汉尼汾(PH)、罗克韦尔自动化(ROK)、伊顿(ETN)、Fortive(FTV)、艾默生电气(EMR)和PTC(PTC)。</blockquote></p><p> Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p><p><blockquote>过去六个月，这六只股票平均上涨了约35%，好于标准普尔500指数和道琼斯工业平均指数20%的可比涨幅。与回流相关的股票也超过了其他工业股票。标普500的工业成分同期上涨了约25%。</blockquote></p><p></p><p> Obin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.</p><p><blockquote>奥宾认为回流主题是有意义的。尽管Zoom等技术有效地缩小了地球，使人们可以随时随地与任何人交谈，但商品仍然需要在物理位置生产和消费。</blockquote></p><p> The problem with the Suez Canal highlights how it can be better to do that closer to home.</p><p><blockquote>苏伊士运河的问题凸显了在离家更近的地方这样做会更好。</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>The Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</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\">\nThe Suez Canal Is Still Blocked. These Stocks Could Benefit.<blockquote>苏伊士运河仍然被封锁。这些股票可能会受益。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-26 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/524cf4dfeedcc92b163092e7730fbe9f\" tg-width=\"1260\" tg-height=\"943\"><span>A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>周三船只堵塞苏伊士运河的照片。苏伊士运河管理局来自法新社/盖蒂图片社</span></p></blockquote></p><p> Global supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.</p><p><blockquote>出于一个奇怪的原因，全球供应链再次成为焦点。一艘船被困在苏伊士运河。</blockquote></p><p> The situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.</p><p><blockquote>这种情况不太可能产生持久影响，但它表明了企业全球供应链的脆弱性，这是自疫情爆发以来他们一直在努力解决的问题。供应链管理变得越来越困难，给工业股带来了新的风险，甚至更大的机会。</blockquote></p><p> Suez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships&nbsp;and more than a billion tons of cargo pass through the canal each year.</p><p><blockquote>苏伊士运河是埃及从红海到地中海的捷径，是全球最重要的运河之一。它使得从中东和亚洲到欧洲的海上旅行成为可能，而无需绕着非洲航行，从而减少了运输时间和成本。每年有数千艘船只和超过10亿吨的货物通过运河。</blockquote></p><p> The Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.</p><p><blockquote>苏伊士运河的情况可能会很快得到解决，尽管工程师们似乎仍在研究如何解决。然而，这一事件仍然表明，管理分散的全球供应链变得多么困难。</blockquote></p><p> Supply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.</p><p><blockquote>在疫情期间，供应链一直是投资者和管理团队讨论的一个大话题。由于其他地方的封锁浪潮中断了交付，世界各地的工厂不得不关闭，或寻求昂贵的零部件空运。与此同时，对健康相关商品的需求猛增，而一些同一家公司生产的其他产品的销售却下滑，迫使采购经理立即重新分配资源。</blockquote></p><p> Honeywell International&nbsp;(ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”</p><p><blockquote>例如，霍尼韦尔国际公司（股票代码：HON）开设了10个生产基地，生产口罩和呼吸机传感器。“我们必须在航空航天领域签订合同，”该公司供应链主管托斯顿·皮尔磁(Torsten Pilz)表示。“我们有快速做事的经验。”</blockquote></p><p> The industrial conglomerate has a prominent aerospace business, among other operations.</p><p><blockquote>该工业集团拥有著名的航空航天业务等业务。</blockquote></p><p> “2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO&nbsp;Larry Culp&nbsp;told&nbsp;<i>Barron’s</i>&nbsp;in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.</p><p><blockquote>通用电气（股票代码：GE）首席执行官拉里·卡尔普(Larry Culp)表示：“从供应链的角度来看，2020年极具挑战性。”<i>巴伦周刊</i>在最近的一次采访中。“在我们自己的设施和供应基地。”卡尔普正在使用精益管理技术（一种解决问题的统计方法）来改善通用电气运营的各个方面，包括供应链管理。</blockquote></p><p> “Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”</p><p><blockquote>“从组织上来说，我们还不错，”霍尼韦尔的皮尔磁在反思2020年的困难时说道。“我们减少了工厂和配送中心的数量。最重要的是，我们建立了或多或少区域性的供应链。”</blockquote></p><p> “More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.</p><p><blockquote>“或多或少的区域性”正在成为行业内的一个主题。这个概念也出现在回流或“在哪里销售”范式的讨论中。</blockquote></p><p> In the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was&nbsp;breaking down&nbsp;a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.</p><p><blockquote>在本世纪初，许多工业企业追求最低的劳动力成本，只是将产品运往世界各地。但即使在疫情之前，随着中国等地工资上涨以及贸易壁垒开始出现，这种模式也有所崩溃。新冠肺炎加速了这一趋势。</blockquote></p><p> Bank of America industrial analyst&nbsp;Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel&nbsp;announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) and&nbsp;Samsung&nbsp;(005930. Korea).</p><p><blockquote>美国银行工业分析师安德鲁·奥宾（Andrew Obin）几个月来一直在跟踪回流数据点，他周四写了另一个例子。奥宾在一份研究报告中写道：“英特尔宣布投资200亿美元在美国建设两家半导体晶圆厂。”他补充说，英特尔(INTC)的消息是在台积电(TSM)和三星(005930.Korea)宣布之后发布的。</blockquote></p><p> The amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of&nbsp;flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.</p><p><blockquote>他表示，由于这一转变而回流美国的资金数量足以推动美国工业设备制造商的发展。奥宾表示：“自2000年以来，美国科技的离岸外包是美国实际制造业产出持平的最大驱动力。”英特尔的声明代表着朝着扭转这一局面迈出了一步。</blockquote></p><p> For investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving&nbsp;global economy&nbsp;and the opportunity to&nbsp;digitize all the data&nbsp;that industrial machinery generates, to offer better customer service and new products.</p><p><blockquote>对于工业股投资者来说，回流是推动业绩改善的另一个小积极因素。名单上还包括全球经济的改善以及将工业机械产生的所有数据数字化的机会，以提供更好的客户服务和新产品。</blockquote></p><p> Obin sees the reshoring trend helping some stocks he rates at Buy, including&nbsp;Parker-Hannifin&nbsp;(PH),Rockwell Automation&nbsp;(ROK), Eaton (ETN), Fortive (FTV),Emerson Electric&nbsp;(EMR), and PTC (PTC).</p><p><blockquote>奥宾认为回流趋势有助于他给予买入评级的一些股票，包括派克汉尼汾(PH)、罗克韦尔自动化(ROK)、伊顿(ETN)、Fortive(FTV)、艾默生电气(EMR)和PTC(PTC)。</blockquote></p><p> Those six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the&nbsp;S&amp;P 500&nbsp;and&nbsp;Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&amp;P 500 are up about 25% over the same span.</p><p><blockquote>过去六个月，这六只股票平均上涨了约35%，好于标准普尔500指数和道琼斯工业平均指数20%的可比涨幅。与回流相关的股票也超过了其他工业股票。标普500的工业成分同期上涨了约25%。</blockquote></p><p></p><p> Obin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.</p><p><blockquote>奥宾认为回流主题是有意义的。尽管Zoom等技术有效地缩小了地球，使人们可以随时随地与任何人交谈，但商品仍然需要在物理位置生产和消费。</blockquote></p><p> The problem with the Suez Canal highlights how it can be better to do that closer to home.</p><p><blockquote>苏伊士运河的问题凸显了在离家更近的地方这样做会更好。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1\">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":{"GE":"GE航空航天","PH":"汉尼汾","ETH":"低成本以太坊ETF-Grayscale","HON":"霍尼韦尔","TSM":"台积电","ROK":"罗克韦尔自动化","EMR":"艾默生电气","PTC":"PTC Inc.","INTC":"英特尔","SSNLF":"三星电子","FTV":"Fortive Corporation"},"source_url":"https://www.barrons.com/articles/suez-canal-blockage-highlights-supply-chains-weakness-some-stocks-can-benefit-51616694078?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123246935","content_text":"A Wednesday photo of the ship blocking the Suez Canal. Suez Canal Authority via AFP/Getty Images\nGlobal supply chains are again in focus, for an odd reason. A ship is stuck in the Suez Canal.\nThe situation won’t likely have a lasting impact, but it demonstrates the vulnerability of companies’ global supply chains, an issue they have been grappling with since the onset of the pandemic. Supply-chain management is getting harder, creating new risks, and even greater opportunities, for industrial stocks.\nSuez, a shortcut through Egypt from the Red Sea to the Mediterranean, is one of the most important canals on the globe. It makes it possible to travel by sea from the Middle East and Asia to Europe without sailing around Africa, slashing shipping times and costs.Thousands of ships and more than a billion tons of cargo pass through the canal each year.\nThe Suez situation will likely be resolved without too much delay, although engineers appear to still be figuring out how. Yet the episode still illustrates how difficult it is becoming to manage far-flung global supply chains.\nSupply chains have been a big topic of discussion for investors and management teams during the pandemic. Factories around the world have had to shut down, or seek expensive air delivery of parts, as waves of lockdowns elsewhere have interrupted deliveries. At the same time, demand for health-related goods took off, while sales of other products made by some of the same companies sagged, forcing purchasing managers to reallocate resources on the fly.\nHoneywell International (ticker: HON), for example, opened 10 manufacturing sites to make masks and sensors for ventilators. “We had to contract in aerospace,” said Torsten Pilz, the company’s supply-chain chief. “We got experience in doing things fast.”\nThe industrial conglomerate has a prominent aerospace business, among other operations.\n“2020 was exceptionally challenging from a supply chain perspective,”General Electric(ticker: GE) CEO Larry Culp told Barron’s in a recent interview. “In our own facilities as well as the supply base.” Culp, is using lean management techniques—a statistical approach to problem solving—to improve all aspects of GE’s operations, including supply-chain management.\n“Organizationally, we were OK,” said Honeywell’sPilz, reflecting on the difficulties of 2020. “We had reduced the number of factories and distribution centers. On top of that, we set up a supply chain that was more or less regional.”\n“More or less regional” is turning into a theme within industry. The concept also comes up in talk of reshoring, or a “make where you sell” paradigm.\nIn the early part of the decade, many industrial businesses chased the lowest labor costs and simply shipped products around the world. But even before the pandemic, the model was breaking down a little as wages rose in places such as China, and as trade barriers started to pop up. Covid-19 accelerated that trend.\nBank of America industrial analyst Andrew Obin, who has been tracking reshoring data points for months, wrote about another example on Thursday. “Intel announced $20 [billion] investment to build two U.S. semiconductor fab plants,” wrote Obin in a research report, adding that the Intel (INTC) news follows announcements by Taiwan Semiconductor Manufacturing (TSM) and Samsung (005930. Korea).\nThe amount of money coming back into the U.S. as a result of the shift is enough to move the needle for U.S. makers of industrial equipment, he said. “The offshoring of U.S. tech was the biggest driver of flattish real U.S. manufacturing output since 2000,” Obin said. Intel’s announcement represents a step toward reversing that.\nFor investors in industrial stocks, reshoring is another small positive factor driving improving results. Also on the list are the improving global economy and the opportunity to digitize all the data that industrial machinery generates, to offer better customer service and new products.\nObin sees the reshoring trend helping some stocks he rates at Buy, including Parker-Hannifin (PH),Rockwell Automation (ROK), Eaton (ETN), Fortive (FTV),Emerson Electric (EMR), and PTC (PTC).\nThose six stocks are up about 35%, on average, over the past six months, better then the 20% comparable gains of both the S&P 500 and Dow Jones Industrial Average.The reshoring-related stocks are also outpacing other industrial stocks. Industrial components of the S&P 500 are up about 25% over the same span.\nObin believes the reshoring theme has legs. Even though technologies such as Zoom have effectively shrunk the globe, making it possible to talk to anyone, anywhere, any time, goods still need to be produced and consumed in a physical locations.\nThe problem with the Suez Canal highlights how it can be better to do that closer to home.","news_type":1,"symbols_score_info":{"EMR":0.9,"FTV":0.9,"INTC":0.9,"GE":0.9,"ROK":0.9,"PTC":0.9,"ETH":0.9,"HON":0.9,"TSM":0.9,"SSNLF":0.9,"PH":0.9}},"isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351162350,"gmtCreate":1616576097570,"gmtModify":1634525123479,"author":{"id":"3578348302372885","authorId":"3578348302372885","name":"mrmuhdamir","avatar":"https://static.tigerbbs.com/7a13f688dd894ca2310303de254f45dc","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578348302372885","authorIdStr":"3578348302372885"},"themes":[],"title":"","htmlText":"lookinh good :))","listText":"lookinh good :))","text":"lookinh good :))","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351162350","repostId":"1165518141","repostType":4,"repost":{"id":"1165518141","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1616573395,"share":"https://www.laohu8.com/m/news/1165518141?lang=zh_CN&edition=full","pubTime":"2021-03-24 16:09","market":"us","language":"en","title":"Intel rose 6% before the market,Intel doubles down on chip manufacturing with $20 billion investment<blockquote>英特尔盘前涨6%英特尔投资200亿美元加倍押注芯片制造</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1165518141","media":"Tiger Newspress","summary":"On March 24, Intel surged 6% before the market.Intel doubles down on chip manufacturing with $20 bil","content":"<p>On March 24, Intel surged 6% before the market.Intel doubles down on chip manufacturing with $20 billion investment。</p><p><blockquote>3月24日，英特尔盘前大涨6%。英特尔投资200亿美元加大芯片制造力度。</blockquote></p><p><img src=\"https://static.tigerbbs.com/cf1f7a49008dc5d799e65f333045f8cd\" tg-width=\"829\" tg-height=\"653\" referrerpolicy=\"no-referrer\">Intel's new CEO Pat Gelsinger is doubling down on chip manufacturing.</p><p><blockquote>英特尔新任首席执行官帕特·基辛格(Pat Gelsinger)正在加倍投资芯片制造。</blockquote></p><p>The company — which has been pressured to outsource more of its chipmaking — announced Tuesday during a business update its plan to invest $20 billion to build two new factories in Arizona.</p><p><blockquote>该公司一直面临外包更多芯片制造的压力，周二在业务更新中宣布计划投资200亿美元在亚利桑那州建造两家新工厂。</blockquote></p><p>“We are setting a course for a new era of innovation and product leadership at Intel,”said Gelsinger in a statement. “Intel is the only company with the depth and breadth of software, silicon and platforms, packaging, and process with at-scale manufacturing customers can depend on for their next-generation innovations. IDM 2.0 is an elegant strategy that only Intel can deliver – and it’s a winning formula. We will use it to design the best products and manufacture them in the best way possible for every category we compete in.”</p><p><blockquote>基辛格在一份声明中表示：“我们正在为英特尔创新和产品领导力的新时代设定路线。”“英特尔是唯一一家拥有软件、芯片和平台、封装和工艺深度和广度的公司，大规模制造客户可以依赖其进行下一代创新。IDM 2.0是一个只有英特尔才能提供的优雅战略，也是一个制胜的公式。我们将利用它为我们竞争的每个类别设计最好的产品，并尽可能以最好的方式制造这些产品。”</blockquote></p><p>Gelsinger said during a conference call that he views Intel's internal chipmaking as a key strategic advantage. The comments on production echo those made by Gelsinger to investors soon after he started at Intel as CEO in late February.</p><p><blockquote>基辛格在电话会议上表示，他认为英特尔的内部芯片制造是一个关键的战略优势。有关生产的评论与基辛格2月底开始在英特尔担任首席执行官后不久向投资者发表的评论相呼应。</blockquote></p><p>To bring home the point, Gelsinger was joined on the digital stage byMicrosoft CEO Satya NadellaandIBM CEO ArvindKrishna. Both expressed confidence in Gelsinger's plan to keep chipmaking in house.</p><p><blockquote>为了阐明这一点，微软首席执行官萨蒂亚·纳德拉和IBM首席执行官阿尔温德·克里希纳(ArvindKrishna)与基辛格一起登上了数字舞台。两人都表示对基辛格将芯片制造留在内部的计划充满信心。</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>Intel rose 6% before the market,Intel doubles down on chip manufacturing with $20 billion investment<blockquote>英特尔盘前涨6%英特尔投资200亿美元加倍押注芯片制造</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\">\nIntel rose 6% before the market,Intel doubles down on chip manufacturing with $20 billion investment<blockquote>英特尔盘前涨6%英特尔投资200亿美元加倍押注芯片制造</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-03-24 16:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 24, Intel surged 6% before the market.Intel doubles down on chip manufacturing with $20 billion investment。</p><p><blockquote>3月24日，英特尔盘前大涨6%。英特尔投资200亿美元加大芯片制造力度。</blockquote></p><p><img src=\"https://static.tigerbbs.com/cf1f7a49008dc5d799e65f333045f8cd\" tg-width=\"829\" tg-height=\"653\" referrerpolicy=\"no-referrer\">Intel's new CEO Pat Gelsinger is doubling down on chip manufacturing.</p><p><blockquote>英特尔新任首席执行官帕特·基辛格(Pat Gelsinger)正在加倍投资芯片制造。</blockquote></p><p>The company — which has been pressured to outsource more of its chipmaking — announced Tuesday during a business update its plan to invest $20 billion to build two new factories in Arizona.</p><p><blockquote>该公司一直面临外包更多芯片制造的压力，周二在业务更新中宣布计划投资200亿美元在亚利桑那州建造两家新工厂。</blockquote></p><p>“We are setting a course for a new era of innovation and product leadership at Intel,”said Gelsinger in a statement. “Intel is the only company with the depth and breadth of software, silicon and platforms, packaging, and process with at-scale manufacturing customers can depend on for their next-generation innovations. IDM 2.0 is an elegant strategy that only Intel can deliver – and it’s a winning formula. We will use it to design the best products and manufacture them in the best way possible for every category we compete in.”</p><p><blockquote>基辛格在一份声明中表示：“我们正在为英特尔创新和产品领导力的新时代设定路线。”“英特尔是唯一一家拥有软件、芯片和平台、封装和工艺深度和广度的公司，大规模制造客户可以依赖其进行下一代创新。IDM 2.0是一个只有英特尔才能提供的优雅战略，也是一个制胜的公式。我们将利用它为我们竞争的每个类别设计最好的产品，并尽可能以最好的方式制造这些产品。”</blockquote></p><p>Gelsinger said during a conference call that he views Intel's internal chipmaking as a key strategic advantage. The comments on production echo those made by Gelsinger to investors soon after he started at Intel as CEO in late February.</p><p><blockquote>基辛格在电话会议上表示，他认为英特尔的内部芯片制造是一个关键的战略优势。有关生产的评论与基辛格2月底开始在英特尔担任首席执行官后不久向投资者发表的评论相呼应。</blockquote></p><p>To bring home the point, Gelsinger was joined on the digital stage byMicrosoft CEO Satya NadellaandIBM CEO ArvindKrishna. Both expressed confidence in Gelsinger's plan to keep chipmaking in house.</p><p><blockquote>为了阐明这一点，微软首席执行官萨蒂亚·纳德拉和IBM首席执行官阿尔温德·克里希纳(ArvindKrishna)与基辛格一起登上了数字舞台。两人都表示对基辛格将芯片制造留在内部的计划充满信心。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165518141","content_text":"On March 24, Intel surged 6% before the market.Intel doubles down on chip manufacturing with $20 billion investment。Intel's new CEO Pat Gelsinger is doubling down on chip manufacturing.The company — which has been pressured to outsource more of its chipmaking — announced Tuesday during a business update its plan to invest $20 billion to build two new factories in Arizona.“We are setting a course for a new era of innovation and product leadership at Intel,”said Gelsinger in a statement. “Intel is the only company with the depth and breadth of software, silicon and platforms, packaging, and process with at-scale manufacturing customers can depend on for their next-generation innovations. IDM 2.0 is an elegant strategy that only Intel can deliver – and it’s a winning formula. We will use it to design the best products and manufacture them in the best way possible for every category we compete in.”Gelsinger said during a conference call that he views Intel's internal chipmaking as a key strategic advantage. The comments on production echo those made by Gelsinger to investors soon after he started at Intel as CEO in late February.To bring home the point, Gelsinger was joined on the digital stage byMicrosoft CEO Satya NadellaandIBM CEO ArvindKrishna. Both expressed confidence in Gelsinger's plan to keep chipmaking in house.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}