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25d87afd

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2021-08-15

Like pls. Thanks

Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>

2021-06-22

$DBS GROUP HOLDINGS LTD(D05.SI)$Hope it will rise tomr

2021-08-21

Nvidia

2021-08-25

Amazing

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2021-08-18

Like pls. Thanks

Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</blockquote>

2021-08-02

Well done. Like pls

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2021-07-21

$DBS GROUP HOLDINGS LTD(D05.SI)$Dbs

2021-07-05

Unpredictable China authority. Bad reputation.

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2021-05-29

👍

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2021-04-23

Not my preference 😆😆

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11:13","market":"us","language":"en","title":"The bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2183984000","media":"Yahoo Finance","summary":"The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still f","content":"<p><div> The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs. Goldman said Tuesday it expects ...</p><p><blockquote><div>高盛表示，2022年的投资格局可能与2021年有很大不同，但标普500仍有更多收益的背景。高盛周二表示，预计...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页连接</a></blockquote></p><p></p>","source":"yahoofinance_au","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 bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</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 bull market will continue in 2022: Goldman Sachs<blockquote>高盛：2022年牛市将持续</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Yahoo Finance</strong><span class=\"h-time small\">2021-11-17 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs. Goldman said Tuesday it expects ...</p><p><blockquote><div>高盛表示，2022年的投资格局可能与2021年有很大不同，但标普500仍有更多收益的背景。高盛周二表示，预计...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html\">Yahoo Finance</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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/the-bull-market-will-continue-in-2022-goldman-sachs-115009438.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183984000","content_text":"The investing landscape will likely be much different in 2022 than 2021, but the backdrop is still fertile for more gains on the S&P 500, according to Goldman Sachs.\nGoldman said Tuesday it expects the S&P 500 (^GSPC) to rise 9% to 5,100 by the end of 2022. If achieved, that would mark a 10% total return including dividends. Through Tuesday, the S&P 500 had advanced about 25% so far in 2021.\n\"The equity bull market will continue,\" said David Kostin, Goldman Sachs chief U.S. equity strategist.\nKostin lists several reasons for his optimism.\nCorporate tax rates will probably remain unchanged next year and remain a tailwind to profits, contends Kostin. S&P 500 earnings will grow by 8% in 2022 to $226 a share based on Kostin's modeling. Kostin sees sales for S&P 500 companies increased by 9% year-over-year.\nInvestors will therefore be keen on further increasing their allocations to stocks.\n\"Households own half of the $28 trillion in U.S. cash assets, an increase of $3 trillion since before the pandemic. We expect households will shift some of this capital into equities over time,\" adds Kostin.\nWhile those are supporting factors for stocks, Kostin cautions next year will not be without its risks that keeps returns lower than the red-hot ones seen in 2021.\n\"Decelerating economic growth, a tightening Fed, and rising real yields suggest investors should expect modestly below-average returns next year,\" Kostin warns.\nAccording to Goldman's data, the S&P 500 has historically generated an average 12-month return of 8% in environments of positive but slowing economic activity and rising interest rates.","news_type":1,"symbols_score_info":{".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879053181,"gmtCreate":1636672796342,"gmtModify":1636682571891,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Ss","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Ss","text":"$Sea 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美豆单产预期上调，国内豆粕持续承压 11月4日，美豆领跌，在11月供需报告预期利空拖累下，美豆震荡下行。供需报告前，市场普遍预期美国农业部将上调美国大豆单产预估至每英亩51.9蒲，大豆期末库存预估至3.62亿蒲，报告对大豆市场带来持续利空的压力。 10月末，美豆收割进度偏慢，且市场对产量前景不乐观，进而带动豆价反弹。根据USDA数据，截至到11月7日，美豆收割率为87%，低于市场预估的89%，去年同期为91%，5年均值88%。巴西大豆涨势良好，受益于有利的天气，巴西大豆种植率为67%，去年同期为56%。随着收割进行，美豆产量预估不断上调，这也显示出在11月供需报告出台前，美豆丰产的预期增强，价格上行的压力增加。 报告预期方面，10月末StoneX将美国2021年大豆单产从51.3蒲式耳上调至51.9蒲式耳，产量将达到44.90亿蒲式耳，高于此前预估的44.36亿蒲式耳，也高于USDA 10月预估的44.48亿蒲式耳。同时，StoneX 将21/22年度巴西大豆产量预测数据上调至1.447亿吨，因巴西大豆播种进度加快，天气条件转好。如果11月报告美豆单产按照近期市场预期的51.9蒲数据向上调整，美豆新作供应压力将在11月CBOT美豆及豆粕市场中持续体现。 国内豆粕市场是与美豆关联度最高的市场，11月初大连豆粕近远月合约期价快速下跌，因国内交易所商","listText":"美国农业部将于11月9日发布11月供需报告，分析师普遍预期本次报告将上调美豆、玉米产量及库存预估，报告前获利回吐引发价格调整。大豆市场方面，11月4日美豆跌幅超过2%，分析师预期美国农业部将上调美国大豆单产预估至每英亩51.9蒲，大豆期末库存预估上调至3.62亿蒲，美豆产量及库存预估数据均高于10月报告预期，美豆市场上行压力增加。玉米方面，市场预期美国农业部将小幅上调美国玉米产量和单产预估，下调全球小麦库存预估，小麦、玉米涨跌互现。 美豆单产预期上调，国内豆粕持续承压 11月4日，美豆领跌，在11月供需报告预期利空拖累下，美豆震荡下行。供需报告前，市场普遍预期美国农业部将上调美国大豆单产预估至每英亩51.9蒲，大豆期末库存预估至3.62亿蒲，报告对大豆市场带来持续利空的压力。 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href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Sea","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>Sea","text":"$Sea Ltd(SE)$Sea","images":[{"img":"https://static.tigerbbs.com/739b05b14ae26ef5f77643a7e29e705b","width":"750","height":"2687"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843505849","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":830068543,"gmtCreate":1628994068182,"gmtModify":1633688111514,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"Like pls. Thanks&nbsp;","listText":"Like pls. Thanks&nbsp;","text":"Like pls. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/830068543","repostId":"2159215676","repostType":4,"repost":{"id":"2159215676","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1628992609,"share":"https://www.laohu8.com/m/news/2159215676?lang=zh_CN&edition=full","pubTime":"2021-08-15 09:56","market":"us","language":"en","title":"Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159215676","media":"Benzinga","summary":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE: DASH), which reported second-quarter earnings Thursday after market close.","content":"<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>门达什公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p><p><blockquote><b>DoorDash分析师：</b>巴克莱分析师Ross Sandler给予同等权重评级，并将目标价从160美元上调至183美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p><p><blockquote>JMP证券分析师Ronald V.Josey给予大市跑赢大盘评级，并将目标价从195美元上调至210美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p><p><blockquote>富国银行分析师Brian Fitzgerald给予跑赢大盘评级，并将目标价从215美元上调至235美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p><p><blockquote>RBC Capital分析师Brad Erickson给予跑赢大盘评级，并将目标价从175美元上调至210美元。</blockquote></p><p> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师James Lee给予中性评级，并将目标价从155美元上调至175美元。</blockquote></p><p> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p><p><blockquote>Needham分析师Bernie McTernan给予买入评级，并将目标价从195美元上调至230美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场的份额增加了三个百分点。分析师指出，基于高度参与的客户，并强调本季度的频率创下历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“DashPass用户的同比增长速度是非DashPass月活跃用户数的两倍多，”Josey说。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和对增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>埃里克森表示：“除了超过总订单量、收入和EBITDA并提高财年指引之外，具体令人鼓舞的需求亮点还包括美国股市同比上涨300个基点。”</blockquote></p><p> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>麦克特南表示：“对我们来说，销量增长是第二季度盈利的亮点，突显出消费者的送货习惯在大流行后期仍然很粘。”这位分析师对疫情后期成交量的上涨感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了DoorDash在杂货、便利、宠物和酒类等非餐厅领域的增长。该部门正在帮助提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>Josey表示，第二季度该公司10%的用户可能会下DoorDash的非餐厅订单，而第一季度这一比例为7%。</blockquote></p><p> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了5,000多家便利店，其中包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA），<b>礼援助公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI），<b>PetSmart</b>和<b>贝德柏士比昂公司。</b>（纳斯达克：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>菲茨杰拉德表示：“第二季度，DASH超过30%的业务来自餐厅以外的订单，早期数据表明，多类别客户提高了他们的保留率和参与度。”</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新品类投资和Dashers的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“DASH应该比同行群体获得溢价，”桑德勒说。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>菲茨杰拉德表示：“随着DASH在美国的市场份额和势头继续产生共鸣，我们预计DASH的股价将继续走高。”“如果DASH能够复制其在美国作为国际市场快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计今年下半年将推出额外的杂货配送，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash在旧金山和纽约市等大城市面临一些监管阻力，但Lee认为这些阻力并不令人担忧。分析师指出，管理层预计这一势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>麦克特南表示：“鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测来说是最大的风险。”</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p><p><blockquote><b>DASH价格走势：</b>周五，DoorDash股价上涨3.5%，至194.79美元。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy 6 DoorDash Analysts Are Raising Price Targets After Q2 Earnings<blockquote>为什么6位DoorDash分析师在第二季度财报公布后提高价格目标</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-15 09:56</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Analysts share their reactions and new price targets on shares of <b>DoorDash Inc</b> (NYSE:DASH), which reported second-quarter earnings Thursday after market close.</p><p><blockquote>分析师分享了他们对股票的反应和新的价格目标<b>门达什公司</b>（纽约证券交易所股票代码：DASH）周四收盘后公布了第二季度收益。</blockquote></p><p> <b>The DoorDash Analysts: </b>Barclays analyst Ross Sandler had&nbsp;an Equal Weight rating and raised&nbsp;the price target from $160 to $183.</p><p><blockquote><b>DoorDash分析师：</b>巴克莱分析师Ross Sandler给予同等权重评级，并将目标价从160美元上调至183美元。</blockquote></p><p> JMP Securities analyst Ronald V. Josey had&nbsp;a Market Outperform rating and raised&nbsp;the price target from $195 to $210.</p><p><blockquote>JMP证券分析师Ronald V.Josey给予大市跑赢大盘评级，并将目标价从195美元上调至210美元。</blockquote></p><p> Wells Fargo analyst Brian Fitzgerald had&nbsp;an Overweight rating and raised&nbsp;the price target from $215 to $235.</p><p><blockquote>富国银行分析师Brian Fitzgerald给予跑赢大盘评级，并将目标价从215美元上调至235美元。</blockquote></p><p> RBC Capital analyst Brad Erickson had&nbsp;an Outperform rating and raised&nbsp;the price target from $175 to $210.</p><p><blockquote>RBC Capital分析师Brad Erickson给予跑赢大盘评级，并将目标价从175美元上调至210美元。</blockquote></p><p> Mizuho Securities analyst James Lee had&nbsp;a Neutral rating and raised&nbsp;the price target from $155 to $175.</p><p><blockquote>瑞穗证券分析师James Lee给予中性评级，并将目标价从155美元上调至175美元。</blockquote></p><p> Needham analyst Bernie McTernan had&nbsp;a Buy rating and raised&nbsp;the price target from $195 to $230.</p><p><blockquote>Needham分析师Bernie McTernan给予买入评级，并将目标价从195美元上调至230美元。</blockquote></p><p> <b>The Analyst Takeaways: </b>DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.</p><p><blockquote><b>分析师要点：</b>乔西说，DoorDash在美国食品配送市场的份额增加了三个百分点。分析师指出，基于高度参与的客户，并强调本季度的频率创下历史新高。</blockquote></p><p> “DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.</p><p><blockquote>“DashPass用户的同比增长速度是非DashPass月活跃用户数的两倍多，”Josey说。</blockquote></p><p> DoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.</p><p><blockquote>菲茨杰拉德补充说，DoorDash管理层表示，其订单频率尚未达到峰值。</blockquote></p><p> A focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.</p><p><blockquote>埃里克森在更新后的报告中呼吁关注毛利润和对增长计划的再投资。</blockquote></p><p> “On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.</p><p><blockquote>埃里克森表示：“除了超过总订单量、收入和EBITDA并提高财年指引之外，具体令人鼓舞的需求亮点还包括美国股市同比上涨300个基点。”</blockquote></p><p> The analyst noted&nbsp;company management mentioned progress in Canada and Australia and other international launches coming.</p><p><blockquote>分析师指出，公司管理层提到了加拿大和澳大利亚的进展以及即将推出的其他国际产品。</blockquote></p><p> “Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.</p><p><blockquote>麦克特南表示：“对我们来说，销量增长是第二季度盈利的亮点，突显出消费者的送货习惯在大流行后期仍然很粘。”这位分析师对疫情后期成交量的上涨感到惊讶。</blockquote></p><p> <b>Non-Food Delivery Growth:</b> Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.</p><p><blockquote><b>非食品配送增长：</b>桑德勒强调了DoorDash在杂货、便利、宠物和酒类等非餐厅领域的增长。该部门正在帮助提高公司的频率、保留率和效率，本季度频率创下历史新高。</blockquote></p><p> DoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.</p><p><blockquote>Josey表示，第二季度该公司10%的用户可能会下DoorDash的非餐厅订单，而第一季度这一比例为7%。</blockquote></p><p> The analyst also noted&nbsp;the addition of more than 5,000 convenience stores in the second quarter including <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> Inc</b> (NASDAQ:WBA), <b>Rite Aid Corporation</b> (NYSE:RAD), <b>Albertsons Companies Inc</b> (NYSE:ACI), <b>PetSmart</b> and <b>Bed Bath &amp; Beyond Inc.</b>&nbsp;(NASDAQ:BBBY) locations.</p><p><blockquote>该分析师还指出，第二季度新增了5,000多家便利店，其中包括<b><a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>Inc</b>（纳斯达克：WBA），<b>礼援助公司</b>（纽约证券交易所代码：RAD），<b>艾伯森公司</b>（纽约证券交易所代码：ACI），<b>PetSmart</b>和<b>贝德柏士比昂公司。</b>（纳斯达克：BBBY）地点。</blockquote></p><p> “Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.</p><p><blockquote>菲茨杰拉德表示：“第二季度，DASH超过30%的业务来自餐厅以外的订单，早期数据表明，多类别客户提高了他们的保留率和参与度。”</blockquote></p><p> <b>What’s Next: </b>International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.</p><p><blockquote><b>下一步是什么：</b>Josey强调了国际增长、新品类投资和Dashers的健康供应。</blockquote></p><p> “DASH deserves a premium to the peer set,” Sandler said.</p><p><blockquote>“DASH应该比同行群体获得溢价，”桑德勒说。</blockquote></p><p> “We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”</p><p><blockquote>菲茨杰拉德表示：“随着DASH在美国的市场份额和势头继续产生共鸣，我们预计DASH的股价将继续走高。”“如果DASH能够复制其在美国作为国际市场快速追随者所展示的运营实力，我们认为其股价在未来几年将有更大的上涨空间。”</blockquote></p><p> Additional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.</p><p><blockquote>菲茨杰拉德强调说，预计今年下半年将推出额外的杂货配送，“为一些大客户提供成为第二物流来源的机会”。</blockquote></p><p> DoorDash has some regulatory headwinds in large cities such as&nbsp;San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.</p><p><blockquote>DoorDash在旧金山和纽约市等大城市面临一些监管阻力，但Lee认为这些阻力并不令人担忧。分析师指出，管理层预计这一势头将持续到第三季度。</blockquote></p><p> “Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.</p><p><blockquote>麦克特南表示：“鉴于对新类别和国际市场的投资，我们认为增量投资水平对我们的预测来说是最大的风险。”</blockquote></p><p> <b>DASH Price Action: </b>DoorDash shares rose 3.5% to $194.79&nbsp;on Friday.</p><p><blockquote><b>DASH价格走势：</b>周五，DoorDash股价上涨3.5%，至194.79美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ACI":"艾伯森","BBBY":"Bed Bath & Beyond, Inc.","WBA":"沃尔格林联合博姿","DASH":"DoorDash, Inc.","QTWO":"Q2 Holdings Inc","RAD":"来德爱"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159215676","content_text":"Analysts share their reactions and new price targets on shares of DoorDash Inc (NYSE:DASH), which reported second-quarter earnings Thursday after market close.\nThe DoorDash Analysts: Barclays analyst Ross Sandler had an Equal Weight rating and raised the price target from $160 to $183.\nJMP Securities analyst Ronald V. Josey had a Market Outperform rating and raised the price target from $195 to $210.\nWells Fargo analyst Brian Fitzgerald had an Overweight rating and raised the price target from $215 to $235.\nRBC Capital analyst Brad Erickson had an Outperform rating and raised the price target from $175 to $210.\nMizuho Securities analyst James Lee had a Neutral rating and raised the price target from $155 to $175.\nNeedham analyst Bernie McTernan had a Buy rating and raised the price target from $195 to $230.\nThe Analyst Takeaways: DoorDash gained three percentage points in market share for the U.S. food delivery share, Josey said. The analyst notes a highly engaged customer based and also highlighted frequency hitting an all-time high in the quarter.\n“DashPass subscribers grew more than 2x as fast as non-DashPass MAUs year-over-year,” Josey said.\nDoorDash management said its order frequency has not reached its peak yet, Fitzgerald added.\nA focus on gross profit dollars and reinvestment in growth initiatives was called out by Erickson in the updated note.\n“On top of beating gross order volume, revenue and EBITDA and raising its FY guide, specific encouraging demand highlights includes 300 bps of U.S. shares gains year-over-year,” Erickson said.\nThe analyst noted company management mentioned progress in Canada and Australia and other international launches coming.\n“Volume growth was the highlight of 2Q earnings to us, highlighting consumer delivery habits are still sticky late into the pandemic,” McTernan said. The analyst was surprised by the upside in volume in the late stages of the pandemic.\nNon-Food Delivery Growth: Sandler highlighted the growth of DoorDash in non-restaurant areas like grocery, convenience, pets and alcohol. This segment is helping drive frequency, retention and efficiency for the company with frequency hitting record highs in the quarter.\nDoorDash’s non-restaurant orders could have been placed by 10% of the company’s users in the second quarter, compared to 7% of orders in the first quarter, Josey said.\nThe analyst also noted the addition of more than 5,000 convenience stores in the second quarter including Walgreens Boots Alliance Inc (NASDAQ:WBA), Rite Aid Corporation (NYSE:RAD), Albertsons Companies Inc (NYSE:ACI), PetSmart and Bed Bath & Beyond Inc. (NASDAQ:BBBY) locations.\n“Over 30% of DASH’s business came from orders outside restaurants in Q2, early data suggest that multi-category customers increase both their retention and engagement rates,” Fitzgerald said.\nWhat’s Next: International growth, investments in new categories and a healthy supply of Dashers are highlighted by Josey.\n“DASH deserves a premium to the peer set,” Sandler said.\n“We expect DASH shares to continue to grind higher as its U.S. market share and momentum continue to resonate,” Fitzgerald said. “If DASH can replicate the operational prowess it has demonstrated in the U.S. as a fast follower in international markets, we think shares have significantly more upside in the coming years.”\nAdditional grocery delivery is expected to roll out in the second half of the year “providing opportunities to become a second logistics source for some key accounts,” highlights Fitzgerald.\nDoorDash has some regulatory headwinds in large cities such as San Francisco and New York City but Lee sees these being less than feared. Management sees momentum carrying into the third quarter, the analyst notes.\n“Given investments in new categories and international markets we believe the level of incremental investment represents the greatest risk to our forecast,” McTernan said.\nDASH Price Action: DoorDash shares rose 3.5% to $194.79 on Friday.","news_type":1,"symbols_score_info":{"WBA":0.9,"QTWO":0.9,"DASH":0.9,"RAD":0.9,"ACI":0.9,"BBBY":0.9}},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129652839,"gmtCreate":1624371985221,"gmtModify":1631887038745,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Hope it will rise tomr&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Hope it will rise tomr&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Hope it will rise tomr","images":[{"img":"https://static.tigerbbs.com/0ed69542b2e5070be0a64a5253ab2702","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/129652839","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":832057871,"gmtCreate":1629548573093,"gmtModify":1631891719189,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"Nvidia&nbsp;","listText":"Nvidia&nbsp;","text":"Nvidia","images":[{"img":"https://static.tigerbbs.com/3da899a5d0538dc133597b09f23df9bf","width":"750","height":"2747"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/832057871","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837033390,"gmtCreate":1629846954210,"gmtModify":1631891719176,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"Amazing&nbsp;","listText":"Amazing&nbsp;","text":"Amazing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/837033390","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831900936,"gmtCreate":1629276512126,"gmtModify":1631891719203,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"Like pls. Thanks&nbsp;","listText":"Like pls. Thanks&nbsp;","text":"Like pls. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/831900936","repostId":"1194174383","repostType":4,"repost":{"id":"1194174383","kind":"news","pubTimestamp":1629246519,"share":"https://www.laohu8.com/m/news/1194174383?lang=zh_CN&edition=full","pubTime":"2021-08-18 08:28","market":"us","language":"en","title":"Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194174383","media":"Barrons","summary":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chi","content":"<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p><p><blockquote>英伟达将于周三公布的数据中隐藏着来自加密货币挖矿芯片的收入。投资者应密切关注总数。</blockquote></p><p> Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p><p><blockquote>原因很简单：加密货币价格的高峰和低谷使得很难确定处理交易的矿工所需的芯片需求。当加密货币价格暴跌时，英伟达（股票代码：NVDA）的盈利也曾遭受过损失。</blockquote></p><p> This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p><p><blockquote>不过，今年，英伟达做了两件事来保护自己：也许最重要的是，它改变了加密货币矿工为其业务所采用的视频游戏芯片的设计。该公司开始专门为矿工制作一个版本。</blockquote></p><p> The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p><p><blockquote>新芯片是英伟达跟踪的加密收入，因为它无法准确跟踪有多少视频游戏芯片被用于挖矿。</blockquote></p><p> The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p><p><blockquote>该公司财务主管Colette Kress预测第二季度加密芯片销售额为4亿美元，是第一季度1.55亿美元收入的两倍多。包括挖矿芯片在内的该部门的普遍收入预期为5.375亿美元，高于第一季度的3.27亿美元。</blockquote></p><p> Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p><p><blockquote>就像任何其他公司的业绩一样，投资者希望实际数字至少符合——甚至更好地超过——克雷斯的估计。</blockquote></p><p> BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava对英伟达挖矿业务的真实规模提出了几项估计——视频游戏芯片中添加的新芯片。</blockquote></p><p> For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p><p><blockquote>对于第二季度，Srivastava预测加密收入为4.5亿美元，这与公司的预测相差不远；他对第一季度的预期为6.5亿美元，远高于英伟达仅挖矿芯片就报告的1.55亿美元。</blockquote></p><p> Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for&nbsp;four straight quarters.</p><p><blockquote>投资者应该希望Nvidia和Srivastava的数字接近，这样他们就可以更好地了解该公司对这些有时波动的加密货币价格的敞口有多大。几年前加密货币价格的暴跌导致英伟达的收入连续四个季度下降了近三分之一。</blockquote></p><p> The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p><p><blockquote>本季度剩下的时间是相当典型的事情。总体而言，市场普遍预测调整后每股收益为1.01美元，营收为63亿美元。</blockquote></p><p> Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p><p><blockquote>投资者还应关注数据中心领域。首席执行官黄仁勋谈到了数据中心图形处理器的需求，这些处理器通常用于人工智能和机器学习任务。华尔街预计数据中心收入将增长约30%，达到23亿美元。</blockquote></p><p> The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p><p><blockquote>该公司的核心视频游戏芯片业务预计将增长80%，达到30亿美元。值得寻求高管们对持续的全球芯片短缺的评论。斯里瓦斯塔瓦表示，预期的供应增加尚未完全实现。</blockquote></p><p> Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p><p><blockquote>Nvidia股价在周二常规交易中下跌2.5%，至194.58美元，但今年已上涨48%。基准PHLX半导体指数在2021年上涨了16%。</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>Nvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Reports Earnings Wednesday. Here’s Why Cryptocurrencies Matter.<blockquote>英伟达周三公布财报。这就是加密货币很重要的原因。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-18 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.</p><p><blockquote>英伟达将于周三公布的数据中隐藏着来自加密货币挖矿芯片的收入。投资者应密切关注总数。</blockquote></p><p> Why is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.</p><p><blockquote>原因很简单：加密货币价格的高峰和低谷使得很难确定处理交易的矿工所需的芯片需求。当加密货币价格暴跌时，英伟达（股票代码：NVDA）的盈利也曾遭受过损失。</blockquote></p><p> This year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.</p><p><blockquote>不过，今年，英伟达做了两件事来保护自己：也许最重要的是，它改变了加密货币矿工为其业务所采用的视频游戏芯片的设计。该公司开始专门为矿工制作一个版本。</blockquote></p><p> The new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.</p><p><blockquote>新芯片是英伟达跟踪的加密收入，因为它无法准确跟踪有多少视频游戏芯片被用于挖矿。</blockquote></p><p> The company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.</p><p><blockquote>该公司财务主管Colette Kress预测第二季度加密芯片销售额为4亿美元，是第一季度1.55亿美元收入的两倍多。包括挖矿芯片在内的该部门的普遍收入预期为5.375亿美元，高于第一季度的3.27亿美元。</blockquote></p><p> Just like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.</p><p><blockquote>就像任何其他公司的业绩一样，投资者希望实际数字至少符合——甚至更好地超过——克雷斯的估计。</blockquote></p><p> BMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.</p><p><blockquote>BMO资本市场分析师Ambrish Srivastava对英伟达挖矿业务的真实规模提出了几项估计——视频游戏芯片中添加的新芯片。</blockquote></p><p> For the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.</p><p><blockquote>对于第二季度，Srivastava预测加密收入为4.5亿美元，这与公司的预测相差不远；他对第一季度的预期为6.5亿美元，远高于英伟达仅挖矿芯片就报告的1.55亿美元。</blockquote></p><p> Investors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for&nbsp;four straight quarters.</p><p><blockquote>投资者应该希望Nvidia和Srivastava的数字接近，这样他们就可以更好地了解该公司对这些有时波动的加密货币价格的敞口有多大。几年前加密货币价格的暴跌导致英伟达的收入连续四个季度下降了近三分之一。</blockquote></p><p> The rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.</p><p><blockquote>本季度剩下的时间是相当典型的事情。总体而言，市场普遍预测调整后每股收益为1.01美元，营收为63亿美元。</blockquote></p><p> Investors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.</p><p><blockquote>投资者还应关注数据中心领域。首席执行官黄仁勋谈到了数据中心图形处理器的需求，这些处理器通常用于人工智能和机器学习任务。华尔街预计数据中心收入将增长约30%，达到23亿美元。</blockquote></p><p> The company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.</p><p><blockquote>该公司的核心视频游戏芯片业务预计将增长80%，达到30亿美元。值得寻求高管们对持续的全球芯片短缺的评论。斯里瓦斯塔瓦表示，预期的供应增加尚未完全实现。</blockquote></p><p> Shares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.</p><p><blockquote>Nvidia股价在周二常规交易中下跌2.5%，至194.58美元，但今年已上涨48%。基准PHLX半导体指数在2021年上涨了16%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.barrons.com/articles/nvidia-reports-earnings-wednesday-heres-why-cryptocurrencies-matter-51629238799?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194174383","content_text":"Tucked away in the numbers that Nvidia will post Wednesday is revenue from cryptocurrency mining chips. Investors should keep an eye on the total.\nWhy is simple: The peaks and valleys of crypto prices make it tough to peg demand for the chips, which the miners who handle the transactions need. And Nvidia (ticker: NVDA) earnings has gotten burned before when crypto prices tanked.\nThis year, though, Nvidia has done two things to protect itself: Maybe most important, it changed the design of its videogame chips that crypto miners co-optedfor their business. And the company started making a version just for miners.\nThe new chips arewhat Nvidia tracks as crypto revenue because it can’t accurately track how many videogame chips are being used for mining.\nThe company’s finance chief, Colette Kress, has forecast $400 million in crypto chip sales for the second quarter—more than double first-quarter revenue of $155 million.The consensus revenue estimate for the segment that includes mining chips is $537.5 million, up from $327 million sequentially in the first quarter.\nJust like the results for any other company, investors want the actual numbers to at least match—and better yet beat—Kress’ estimates.\nBMO Capital Markets analyst Ambrish Srivastava has put forward several estimates on the true size of Nvidia’s mining business—the new chips added to the videogame chips.\nFor the second quarter, Srivastava predicts $450 million in crypto revenue, which isn’t far off the company’s forecast; his estimate for the first quarter was $650 million, which was well above the $155 million Nvidia reported for just its mining chips.\nInvestors should hope that Nvidia—and Srivastava—are close with their numbers so they can have a better idea of just how much exposure the company has to those sometimes-volatile crypto prices. A slump in crypto prices a few years ago translated to a drop in Nvidia’s revenue by nearly a third for four straight quarters.\nThe rest of the quarter is fairly typical stuff. Overall, the consensus forecast is for adjusted earnings of $1.01 a share, on revenue of $6.3 billion.\nInvestors also should pay attention to the data center segment. Chief executive Jensen Huang has talked up the demand around data-center graphics processors, which are often used for artificial intelligence and machine-learning tasks. Wall Street expects data center revenueto grow roughly 30% to $2.3 billion.\nThe company’s core videogame chip business is expected to grow 80% to $3 billion. It’s worth looking for commentary from executives about the ongoing global chip shortage. The expected increase in supply hasn’t quite materialized, according to Srivastava.\nShares of Nvidia slumped 2.5% during Tuesday’s regular session to $194.58, but have gained 48% this year. The benchmark PHLX Semiconductor index gained 16% in 2021.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805290098,"gmtCreate":1627880999514,"gmtModify":1633755634625,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"Well done. Like pls&nbsp;","listText":"Well done. Like pls&nbsp;","text":"Well done. Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805290098","repostId":"2156273198","repostType":4,"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176800183,"gmtCreate":1626874794242,"gmtModify":1631887038425,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Dbs&nbsp;","listText":"<a href=\"https://laohu8.com/S/D05.SI\">$DBS GROUP HOLDINGS LTD(D05.SI)$</a>Dbs&nbsp;","text":"$DBS GROUP HOLDINGS LTD(D05.SI)$Dbs","images":[{"img":"https://static.tigerbbs.com/856aa1ff8172f4936256dc156ffeec9c","width":"750","height":"1300"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/176800183","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":155469256,"gmtCreate":1625449231875,"gmtModify":1631884665666,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"Unpredictable China authority. Bad reputation.&nbsp;","listText":"Unpredictable China authority. Bad reputation.&nbsp;","text":"Unpredictable China authority. Bad reputation.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/155469256","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":137979977,"gmtCreate":1622292055699,"gmtModify":1634102485139,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/137979977","repostId":"2138948877","repostType":4,"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372117551,"gmtCreate":1619185838073,"gmtModify":1634287917054,"author":{"id":"3578526149260573","authorId":"3578526149260573","name":"25d87afd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578526149260573","idStr":"3578526149260573"},"themes":[],"title":"","htmlText":"Not my preference 😆😆","listText":"Not my preference 😆😆","text":"Not my preference 😆😆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372117551","repostId":"1143062408","repostType":4,"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}