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2021-12-29

Is coming...Like Pls.

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2021-12-28

Wow

The $900 Billion Cash Pile Inflating Startup Valuations<blockquote>9000亿美元的现金堆积推高了初创公司的估值</blockquote>

2021-12-28

Get ready....

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2021-12-27

Tine to buy...like pls.

Unity Stock: If You Have Been Waiting, The Time Has Come To Buy<blockquote>Unity 股票：如果您一直在等待，现在是购买的时候了</blockquote>

2021-12-27

All in.

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2021-12-26

In. Like pls.

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2021-12-26

Yeah

A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后，Ocugen的处境很糟糕</blockquote>

2021-12-24

All in.

Will Netflix Stock Hit $700 in 2022?<blockquote>Netflix股价会在2022年达到700美元吗？</blockquote>

2021-12-24

Like pls

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2021-12-24

Down please...

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2021-12-23

Yeah. Like pls.

Intel to Expand in France, Germany and Italy in Comeback<blockquote>英特尔将在法国、德国和意大利扩张</blockquote>

2021-12-23

Wow. Like pls.

Tencent ADR rose more than 4% in early trading<blockquote>腾讯控股ADR早盘涨超4%</blockquote>

2021-12-23

Like pls

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2021-12-21

Ok.

Tesla, AMC And This Chipmaker Are Seeing The Highest Interest On WallStreetBets Today<blockquote>特斯拉、AMC和这家芯片制造商今天对WallStreetBets的兴趣最高</blockquote>

2021-12-20

Omg!

U.S. Stock Futures, Oil Prices Slump on Omicron Curbs<blockquote>美国股指期货、油价因奥密克戎限制而暴跌</blockquote>

2021-12-20

Ok. Like pls.

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2021-12-19

Ok. Like pls.

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2021-12-19

All in.

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2021-12-18

Wow.

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2021-12-17

Ok

Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>

去老虎APP查看更多动态

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coming...Like Pls.","listText":"Is coming...Like Pls.","text":"Is coming...Like Pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696457111","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":4838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696881022,"gmtCreate":1640662343548,"gmtModify":1640662343987,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696881022","repostId":"1114239115","repostType":4,"repost":{"id":"1114239115","kind":"news","pubTimestamp":1640661428,"share":"https://www.laohu8.com/m/news/1114239115?lang=zh_CN&edition=full","pubTime":"2021-12-28 11:17","market":"us","language":"en","title":"The $900 Billion Cash Pile Inflating Startup Valuations<blockquote>9000亿美元的现金堆积推高了初创公司的估值</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1114239115","media":"WSJ","summary":"Investors are defying a share-price slump for newly public companies to make hundreds of billions of","content":"<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> are defying a&nbsp;share-price slump&nbsp;for newly public companies to make hundreds of billions of dollars available to startups, a cash pile that promises to inject a torrent of money into early-stage firms in 2022 and beyond.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>新上市公司不顾股价暴跌，向初创公司提供数千亿美元，这笔现金有望在 2022 年及以后向早期公司注入大量资金。</blockquote></p><p> Special-purpose acquisition companies, which&nbsp;take startups public through mergers, raised about $12 billion in each of October and November, roughly doubling their clip from each of the previous three months, Dealogic data show. So far in December, three SPACs a day are being created. While that is below the first quarter’s record pace, it brings the total amount held by the hundreds of SPACs seeking private companies to take public&nbsp;in the next two years&nbsp;to roughly $160 billion.</p><p><blockquote>Dealogic 数据显示，通过合并将初创公司上市的特殊目的收购公司在 10 月和 11 月每年筹集了约 120 亿美元，大约是前三个月每个月的两倍。12月到目前为止，每天有三个SPAC被创建。虽然这低于第一季度的创纪录速度，但这使得数百家寻求私营公司在未来两年内上市的 SPAC 持有的总金额达到约 1600 亿美元。</blockquote></p><p> The cash committed to venture-capital firms and private-equity firms focused on rapidly growing companies but not yet spent also is ballooning. So-called&nbsp;dry powder&nbsp;hit about $440 billion for venture capitalists and roughly $310 billion for growth-focused PE firms earlier this month, according to Preqin.</p><p><blockquote>承诺给专注于快速增长公司但尚未花掉的风险投资公司和私募股权公司的现金也在膨胀。根据 Preqin 的数据，本月早些时候，所谓的干粉对风险投资家来说损失了约 4400 亿美元，对注重增长的私募股权公司来说损失了约 3100 亿美元。</blockquote></p><p> Despite billions of dollars in lost market value for publicly listed startups, the cash hoards represent buoyant demand from investors with interest rates near zero and stock indexes at or near records. They show how SPACs and private markets have been&nbsp;more resilient than many analysts expected, particularly with regulators ratcheting up scrutiny of so-called blank-check companies. Many analysts also expect interest rates to climb in the years ahead, potentially making moonshot bets on early-stage companies less attractive.</p><p><blockquote>尽管上市初创公司市值损失了数十亿美元，但现金储备代表了利率接近于零、股指处于或接近历史最高水平的投资者的旺盛需求。它们显示了 SPAC 和私人市场的弹性比许多分析师预期的更强，特别是在监管机构加强对所谓空白支票公司的审查的情况下。许多分析师还预计未来几年利率将会攀升，这可能会降低对早期公司的登月押注吸引力。</blockquote></p><p> Startups currently have several paths to access the cash, investors and executives say, particularly because a large chunk is flooding to companies&nbsp;working to decarbonize the economy. SPACs and other financiers often engage in bidding duels known on Wall Street as “SPAC-offs,” helping keep money flowing into startups.</p><p><blockquote>投资者和高管表示，初创公司目前有多种途径可以获得现金，特别是因为很大一部分资金正涌入致力于经济脱碳的公司。SPAC 和其他金融家经常参与在华尔街被称为 “SPAC-offs ”的竞购对决，帮助资金不断流入初创企业。</blockquote></p><p> “There’s just so much money in the world chasing growth and returns,” said Bill Gross, who founded startup incubator Idealab.</p><p><blockquote>“创办初创企业孵化器 Idealab 的比尔-格罗斯（Bill Gross）说：”世界上有太多的钱在追逐增长和回报。</blockquote></p><p> Sometimes confused with the famous bond investor Bill Gross, Idealab’s Mr. Gross is chief executive of concentrated solar power startup Heliogen Inc. Heliogen, which doesn’t expect substantial revenue until 2023, is going public in a$2 billion SPAC deal. Another Idealab company, Energy Vault Inc.,unveiled&nbsp;a $1.6 billion SPAC merger in September.</p><p><blockquote>Idealab 的格罗斯先生有时会与著名债券投资者比尔-格罗斯（Bill Gross）混淆，他是聚光太阳能初创公司 Heliogen Inc. Heliogen 预计要到 2023 年才能获得可观收入，该公司将以 20 亿澳元的 SPAC 交易上市。另一家 Idealab 公司 Energy Vault Inc. 于 9 月份宣布了一项价值 16 亿美元的 SPAC 合并。</blockquote></p><p> Outside of SPACs, cash is&nbsp;piling into startups&nbsp;at unprecedented rates from venture-capital firms and hedge funds such as Tiger Global Management LLC that traditionally were more focused on public companies. Nearly 340 new unicorn startups—or about&nbsp;one&nbsp;each day—have privately raised money at valuations north of $1 billion this year, more than triple the total from last year, PitchBook data show.</p><p><blockquote>除了 SPAC 之外，现金正以前所未有的速度从风险投资公司和 Tiger Global Management LLC 等对冲基金涌入初创公司，这些基金传统上更关注上市公司。PitchBook 数据显示，今年有近 340 家新的独角兽初创公司（或大约每天一家）以超过 10 亿美元的估值私下融资，是去年总数的三倍多。</blockquote></p><p> In the late summer, Mike Xu, CEO&nbsp;of food-distribution startup GrubMarket, began looking for $50 million of new funding for his business, which he said is profitable. By November, demand proved so high he ended up securing $240 million from investors—which itself was lower than what many wanted to commit. That included a $40 million commitment from Tiger Global that came together about a week after he began discussions with the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based investor.</p><p><blockquote>夏末，食品分销初创公司 GrubMarket 的首席执行官 Mike Xu 开始为他的业务寻找 5000 万美元的新资金，他表示该业务有利可图。到了 11 月，需求证明如此之高，他最终从投资者那里获得了 2.4 亿美元——这本身就低于许多人想要承诺的金额。其中包括 Tiger Global 在他开始与 Tiger Global 讨论约一周后做出的 4000 万美元承诺<a href=\"https://laohu8.com/S/NWY\">纽约</a>-基于投资者。</blockquote></p><p> “It just moved extremely fast,” he said of the investment round valuing the firm at over $1.2 billion. “It was way more than we expected.” GrubMarket also secured funds managed by&nbsp;<a href=\"https://laohu8.com/S/BLK\">BlackRock</a> Inc.</p><p><blockquote>“他在谈到对公司估值超过 12 亿美元的一轮投资时说：”进展非常快。“这比我们预想的要多得多。”GrubMarket 还获得了由以下机构管理的资金：<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>公司。</blockquote></p><p> Carbon Capture Inc., a startup working to remove carbon emissions directly from the atmosphere that also is backed by Mr. Gross’s Idealab, recently raised $35 million in its first round from investors including Salesforce Inc. co-CEO Marc Benioff’s venture firm.</p><p><blockquote>Carbon Capture Inc. 是一家致力于直接清除大气中碳排放的初创公司，也得到了格罗斯先生的 Idealab 的支持，最近在第一轮融资中从包括 Salesforce Inc. 联合首席执行官马克-贝尼奥夫（Marc Benioff）的风险投资公司在内的投资者那里筹集了 3500 万美元。</blockquote></p><p> Many startups also have found&nbsp;excited investors&nbsp;at large technology companies, pension funds, and sovereign-wealth funds.</p><p><blockquote>许多初创公司还在大型科技公司、养老基金和主权财富基金找到了兴奋的投资者。</blockquote></p><p> The fundraising frenzy is continuing even though sentiment toward newly public startups&nbsp;has cooled. An exchange-traded fund that tracks companies that went public through SPACs is down about 25% for the year. Meanwhile, an ETF of companies that recently did traditional initial public offerings has slumped roughly 15% in the past three months.</p><p><blockquote>尽管对新上市初创公司的情绪已经降温，但筹款狂潮仍在继续。一只追踪通过 SPAC 上市的公司的交易所交易基金今年下跌了约 25%。与此同时，最近进行传统首次公开募股的公司的 ETF 在过去三个月中下跌了约 15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fa784fe1c27b15e6c63cfb7b35c9bba6\" tg-width=\"822\" tg-height=\"751\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SPACs are in focus for many investors because they have taken Wall Street and Silicon Valley&nbsp;by storm&nbsp;as a new way to quickly raise cash and go public. A SPAC is a shell firm that raises money and lists on a stock exchange with the sole intent of merging with a private firm to take it public. After regulators approve the deal, the private firm replaces the SPAC in the stock market.</p><p><blockquote>SPAC 成为许多投资者关注的焦点，因为它们席卷了华尔街和硅谷，成为快速筹集资金和上市的新途径。特殊目的收购公司是一家空壳公司，它筹集资金并在证券交易所上市，其唯一目的是与一家私营公司合并以将其上市。监管机构批准该交易后，这家私营公司将取代股票市场上的特殊目的收购公司。</blockquote></p><p></p><p> One reason for SPACs’ sudden ubiquity is that startups are allowed to make&nbsp;business projections&nbsp;when going public that aren’t allowed in traditional IPOs.</p><p><blockquote>SPAC 突然无处不在的一个原因是，初创企业在上市时可以做出传统 IPO 所不允许的业务预测。</blockquote></p><p> Many have struggled to meet those targets or have hit&nbsp;business snags, sending shares tumbling.Of the nearly 200 companies that have gone public through SPAC deals this year, about 75% have share prices below the SPAC’s listing price, according to SPAC Research. Nearly 40 companies&nbsp;have lost more than 50% of their value.</p><p><blockquote>许多公司都在努力实现这些目标，或者遇到了业务障碍，导致股价暴跌。根据 SPAC Research 的数据，在今年通过 SPAC 交易上市的近 200 家公司中，约有 75% 的公司股价低于 SPAC 的上市价格。近40家公司的价值损失了50%以上。</blockquote></p><p> Regulators&nbsp;have investigated&nbsp;several companies that went public this way after short sellers alleged wrongdoing, while multiple CEOs of newly listed electric-vehicle startups have resigned. Many analysts say SPACs allow startups to go public before they are ready.</p><p><blockquote>在卖空者指控不当行为后，监管机构对几家以这种方式上市的公司进行了调查，而新上市的电动汽车初创公司的多位首席执行官也已辞职。许多分析师表示，SPAC 允许初创公司在准备好之前上市。</blockquote></p><p> Yet investors continue to pour money into emerging companies in any way they can, in search of the next&nbsp;DoorDash Inc.or&nbsp;Airbnb Inc., whose early backers have been well rewarded. Many deals are&nbsp;tied to fighting climate change, with investors also riding the momentum inTeslaInc.and others linked to the energy transition.</p><p><blockquote>然而，投资者继续以任何可能的方式向新兴公司投入资金，寻找下一个DoorDash Inc.或爱彼迎公司，它们的早期支持者得到了丰厚的回报。许多交易都与应对气候变化有关，投资者也乘着 inTeslaInc 的势头。以及其他与能源转型相关的交易。</blockquote></p><p> “I would expect valuations will continue being driven up,” said John Carrington, CEO of&nbsp;clean-energy storage firm&nbsp;<a href=\"https://laohu8.com/S/STEM\">Stem Inc.</a> “It’s an industry that needs a lot of capital, for better or worse.” Stem’s market value has roughly doubled to $2.8 billion after it completed a SPAC deal earlier this year. The company had about $40 million in sales in the third quarter.</p><p><blockquote>“清洁能源存储公司首席执行官约翰-卡灵顿（John Carrington）表示：”我预计估值将继续上涨。<a href=\"https://laohu8.com/S/STEM\">Stem公司</a>“无论好坏，这是一个需要大量资金的行业”。在今年早些时候完成 SPAC 交易后，Stem 的市值几乎翻了一番，达到 28 亿美元。该公司第三季度销售额约为 4000 万美元。</blockquote></p><p> Moving forward, some analysts expect a large gap between the winners and losers from the boom.</p><p><blockquote>展望未来，一些分析师预计经济繁荣的赢家和输家之间将存在巨大差距。</blockquote></p><p> “The availability of SPAC capital and of private capital gives companies options, but ultimately, the problems are caused by bringing the wrong company public or the wrong valuation,” said Mike Ryan, CEO of Bullet Point Network, a financial analytics company. A former Wall Street equity investor, Mr. Ryan also is a venture partner at Alpha Partners and board chair of a SPAC that Alpha Partners launched this summer.</p><p><blockquote>“金融分析公司 Bullet Point Network 的首席执行官迈克-瑞安（Mike Ryan）说：”SPAC 资本和私人资本的出现为公司提供了选择，但归根结底，问题是由于错误的公司上市或错误的估值造成的。Ryan 先生曾是华尔街股权投资者，也是 Alpha Partners 的风险投资伙伴，以及 Alpha Partners 今年夏天推出的 SPAC 的董事会主席。</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>The $900 Billion Cash Pile Inflating Startup Valuations<blockquote>9000亿美元的现金堆积推高了初创公司的估值</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe $900 Billion Cash Pile Inflating Startup Valuations<blockquote>9000亿美元的现金堆积推高了初创公司的估值</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-12-28 11:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> are defying a&nbsp;share-price slump&nbsp;for newly public companies to make hundreds of billions of dollars available to startups, a cash pile that promises to inject a torrent of money into early-stage firms in 2022 and beyond.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>新上市公司不顾股价暴跌，向初创公司提供数千亿美元，这笔现金有望在 2022 年及以后向早期公司注入大量资金。</blockquote></p><p> Special-purpose acquisition companies, which&nbsp;take startups public through mergers, raised about $12 billion in each of October and November, roughly doubling their clip from each of the previous three months, Dealogic data show. So far in December, three SPACs a day are being created. While that is below the first quarter’s record pace, it brings the total amount held by the hundreds of SPACs seeking private companies to take public&nbsp;in the next two years&nbsp;to roughly $160 billion.</p><p><blockquote>Dealogic 数据显示，通过合并将初创公司上市的特殊目的收购公司在 10 月和 11 月每年筹集了约 120 亿美元，大约是前三个月每个月的两倍。12月到目前为止，每天有三个SPAC被创建。虽然这低于第一季度的创纪录速度，但这使得数百家寻求私营公司在未来两年内上市的 SPAC 持有的总金额达到约 1600 亿美元。</blockquote></p><p> The cash committed to venture-capital firms and private-equity firms focused on rapidly growing companies but not yet spent also is ballooning. So-called&nbsp;dry powder&nbsp;hit about $440 billion for venture capitalists and roughly $310 billion for growth-focused PE firms earlier this month, according to Preqin.</p><p><blockquote>承诺给专注于快速增长公司但尚未花掉的风险投资公司和私募股权公司的现金也在膨胀。根据 Preqin 的数据，本月早些时候，所谓的干粉对风险投资家来说损失了约 4400 亿美元，对注重增长的私募股权公司来说损失了约 3100 亿美元。</blockquote></p><p> Despite billions of dollars in lost market value for publicly listed startups, the cash hoards represent buoyant demand from investors with interest rates near zero and stock indexes at or near records. They show how SPACs and private markets have been&nbsp;more resilient than many analysts expected, particularly with regulators ratcheting up scrutiny of so-called blank-check companies. Many analysts also expect interest rates to climb in the years ahead, potentially making moonshot bets on early-stage companies less attractive.</p><p><blockquote>尽管上市初创公司市值损失了数十亿美元，但现金储备代表了利率接近于零、股指处于或接近历史最高水平的投资者的旺盛需求。它们显示了 SPAC 和私人市场的弹性比许多分析师预期的更强，特别是在监管机构加强对所谓空白支票公司的审查的情况下。许多分析师还预计未来几年利率将会攀升，这可能会降低对早期公司的登月押注吸引力。</blockquote></p><p> Startups currently have several paths to access the cash, investors and executives say, particularly because a large chunk is flooding to companies&nbsp;working to decarbonize the economy. SPACs and other financiers often engage in bidding duels known on Wall Street as “SPAC-offs,” helping keep money flowing into startups.</p><p><blockquote>投资者和高管表示，初创公司目前有多种途径可以获得现金，特别是因为很大一部分资金正涌入致力于经济脱碳的公司。SPAC 和其他金融家经常参与在华尔街被称为 “SPAC-offs ”的竞购对决，帮助资金不断流入初创企业。</blockquote></p><p> “There’s just so much money in the world chasing growth and returns,” said Bill Gross, who founded startup incubator Idealab.</p><p><blockquote>“创办初创企业孵化器 Idealab 的比尔-格罗斯（Bill Gross）说：”世界上有太多的钱在追逐增长和回报。</blockquote></p><p> Sometimes confused with the famous bond investor Bill Gross, Idealab’s Mr. Gross is chief executive of concentrated solar power startup Heliogen Inc. Heliogen, which doesn’t expect substantial revenue until 2023, is going public in a$2 billion SPAC deal. Another Idealab company, Energy Vault Inc.,unveiled&nbsp;a $1.6 billion SPAC merger in September.</p><p><blockquote>Idealab 的格罗斯先生有时会与著名债券投资者比尔-格罗斯（Bill Gross）混淆，他是聚光太阳能初创公司 Heliogen Inc. Heliogen 预计要到 2023 年才能获得可观收入，该公司将以 20 亿澳元的 SPAC 交易上市。另一家 Idealab 公司 Energy Vault Inc. 于 9 月份宣布了一项价值 16 亿美元的 SPAC 合并。</blockquote></p><p> Outside of SPACs, cash is&nbsp;piling into startups&nbsp;at unprecedented rates from venture-capital firms and hedge funds such as Tiger Global Management LLC that traditionally were more focused on public companies. Nearly 340 new unicorn startups—or about&nbsp;one&nbsp;each day—have privately raised money at valuations north of $1 billion this year, more than triple the total from last year, PitchBook data show.</p><p><blockquote>除了 SPAC 之外，现金正以前所未有的速度从风险投资公司和 Tiger Global Management LLC 等对冲基金涌入初创公司，这些基金传统上更关注上市公司。PitchBook 数据显示，今年有近 340 家新的独角兽初创公司（或大约每天一家）以超过 10 亿美元的估值私下融资，是去年总数的三倍多。</blockquote></p><p> In the late summer, Mike Xu, CEO&nbsp;of food-distribution startup GrubMarket, began looking for $50 million of new funding for his business, which he said is profitable. By November, demand proved so high he ended up securing $240 million from investors—which itself was lower than what many wanted to commit. That included a $40 million commitment from Tiger Global that came together about a week after he began discussions with the <a href=\"https://laohu8.com/S/NWY\">New York</a>-based investor.</p><p><blockquote>夏末，食品分销初创公司 GrubMarket 的首席执行官 Mike Xu 开始为他的业务寻找 5000 万美元的新资金，他表示该业务有利可图。到了 11 月，需求证明如此之高，他最终从投资者那里获得了 2.4 亿美元——这本身就低于许多人想要承诺的金额。其中包括 Tiger Global 在他开始与 Tiger Global 讨论约一周后做出的 4000 万美元承诺<a href=\"https://laohu8.com/S/NWY\">纽约</a>-基于投资者。</blockquote></p><p> “It just moved extremely fast,” he said of the investment round valuing the firm at over $1.2 billion. “It was way more than we expected.” GrubMarket also secured funds managed by&nbsp;<a href=\"https://laohu8.com/S/BLK\">BlackRock</a> Inc.</p><p><blockquote>“他在谈到对公司估值超过 12 亿美元的一轮投资时说：”进展非常快。“这比我们预想的要多得多。”GrubMarket 还获得了由以下机构管理的资金：<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>公司。</blockquote></p><p> Carbon Capture Inc., a startup working to remove carbon emissions directly from the atmosphere that also is backed by Mr. Gross’s Idealab, recently raised $35 million in its first round from investors including Salesforce Inc. co-CEO Marc Benioff’s venture firm.</p><p><blockquote>Carbon Capture Inc. 是一家致力于直接清除大气中碳排放的初创公司，也得到了格罗斯先生的 Idealab 的支持，最近在第一轮融资中从包括 Salesforce Inc. 联合首席执行官马克-贝尼奥夫（Marc Benioff）的风险投资公司在内的投资者那里筹集了 3500 万美元。</blockquote></p><p> Many startups also have found&nbsp;excited investors&nbsp;at large technology companies, pension funds, and sovereign-wealth funds.</p><p><blockquote>许多初创公司还在大型科技公司、养老基金和主权财富基金找到了兴奋的投资者。</blockquote></p><p> The fundraising frenzy is continuing even though sentiment toward newly public startups&nbsp;has cooled. An exchange-traded fund that tracks companies that went public through SPACs is down about 25% for the year. Meanwhile, an ETF of companies that recently did traditional initial public offerings has slumped roughly 15% in the past three months.</p><p><blockquote>尽管对新上市初创公司的情绪已经降温，但筹款狂潮仍在继续。一只追踪通过 SPAC 上市的公司的交易所交易基金今年下跌了约 25%。与此同时，最近进行传统首次公开募股的公司的 ETF 在过去三个月中下跌了约 15%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/fa784fe1c27b15e6c63cfb7b35c9bba6\" tg-width=\"822\" tg-height=\"751\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> SPACs are in focus for many investors because they have taken Wall Street and Silicon Valley&nbsp;by storm&nbsp;as a new way to quickly raise cash and go public. A SPAC is a shell firm that raises money and lists on a stock exchange with the sole intent of merging with a private firm to take it public. After regulators approve the deal, the private firm replaces the SPAC in the stock market.</p><p><blockquote>SPAC 成为许多投资者关注的焦点，因为它们席卷了华尔街和硅谷，成为快速筹集资金和上市的新途径。特殊目的收购公司是一家空壳公司，它筹集资金并在证券交易所上市，其唯一目的是与一家私营公司合并以将其上市。监管机构批准该交易后，这家私营公司将取代股票市场上的特殊目的收购公司。</blockquote></p><p></p><p> One reason for SPACs’ sudden ubiquity is that startups are allowed to make&nbsp;business projections&nbsp;when going public that aren’t allowed in traditional IPOs.</p><p><blockquote>SPAC 突然无处不在的一个原因是，初创企业在上市时可以做出传统 IPO 所不允许的业务预测。</blockquote></p><p> Many have struggled to meet those targets or have hit&nbsp;business snags, sending shares tumbling.Of the nearly 200 companies that have gone public through SPAC deals this year, about 75% have share prices below the SPAC’s listing price, according to SPAC Research. Nearly 40 companies&nbsp;have lost more than 50% of their value.</p><p><blockquote>许多公司都在努力实现这些目标，或者遇到了业务障碍，导致股价暴跌。根据 SPAC Research 的数据，在今年通过 SPAC 交易上市的近 200 家公司中，约有 75% 的公司股价低于 SPAC 的上市价格。近40家公司的价值损失了50%以上。</blockquote></p><p> Regulators&nbsp;have investigated&nbsp;several companies that went public this way after short sellers alleged wrongdoing, while multiple CEOs of newly listed electric-vehicle startups have resigned. Many analysts say SPACs allow startups to go public before they are ready.</p><p><blockquote>在卖空者指控不当行为后，监管机构对几家以这种方式上市的公司进行了调查，而新上市的电动汽车初创公司的多位首席执行官也已辞职。许多分析师表示，SPAC 允许初创公司在准备好之前上市。</blockquote></p><p> Yet investors continue to pour money into emerging companies in any way they can, in search of the next&nbsp;DoorDash Inc.or&nbsp;Airbnb Inc., whose early backers have been well rewarded. Many deals are&nbsp;tied to fighting climate change, with investors also riding the momentum inTeslaInc.and others linked to the energy transition.</p><p><blockquote>然而，投资者继续以任何可能的方式向新兴公司投入资金，寻找下一个DoorDash Inc.或爱彼迎公司，它们的早期支持者得到了丰厚的回报。许多交易都与应对气候变化有关，投资者也乘着 inTeslaInc 的势头。以及其他与能源转型相关的交易。</blockquote></p><p> “I would expect valuations will continue being driven up,” said John Carrington, CEO of&nbsp;clean-energy storage firm&nbsp;<a href=\"https://laohu8.com/S/STEM\">Stem Inc.</a> “It’s an industry that needs a lot of capital, for better or worse.” Stem’s market value has roughly doubled to $2.8 billion after it completed a SPAC deal earlier this year. The company had about $40 million in sales in the third quarter.</p><p><blockquote>“清洁能源存储公司首席执行官约翰-卡灵顿（John Carrington）表示：”我预计估值将继续上涨。<a href=\"https://laohu8.com/S/STEM\">Stem公司</a>“无论好坏，这是一个需要大量资金的行业”。在今年早些时候完成 SPAC 交易后，Stem 的市值几乎翻了一番，达到 28 亿美元。该公司第三季度销售额约为 4000 万美元。</blockquote></p><p> Moving forward, some analysts expect a large gap between the winners and losers from the boom.</p><p><blockquote>展望未来，一些分析师预计经济繁荣的赢家和输家之间将存在巨大差距。</blockquote></p><p> “The availability of SPAC capital and of private capital gives companies options, but ultimately, the problems are caused by bringing the wrong company public or the wrong valuation,” said Mike Ryan, CEO of Bullet Point Network, a financial analytics company. A former Wall Street equity investor, Mr. Ryan also is a venture partner at Alpha Partners and board chair of a SPAC that Alpha Partners launched this summer.</p><p><blockquote>“金融分析公司 Bullet Point Network 的首席执行官迈克-瑞安（Mike Ryan）说：”SPAC 资本和私人资本的出现为公司提供了选择，但归根结底，问题是由于错误的公司上市或错误的估值造成的。Ryan 先生曾是华尔街股权投资者，也是 Alpha Partners 的风险投资伙伴，以及 Alpha Partners 今年夏天推出的 SPAC 的董事会主席。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/the-900-billion-cash-pile-inflating-startup-valuations-11640539562?mod=hp_lead_pos6\">WSJ</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":{"ABNB":"爱彼迎","DASH":"DoorDash, Inc."},"source_url":"https://www.wsj.com/articles/the-900-billion-cash-pile-inflating-startup-valuations-11640539562?mod=hp_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114239115","content_text":"Investors are defying a share-price slump for newly public companies to make hundreds of billions of dollars available to startups, a cash pile that promises to inject a torrent of money into early-stage firms in 2022 and beyond.\nSpecial-purpose acquisition companies, which take startups public through mergers, raised about $12 billion in each of October and November, roughly doubling their clip from each of the previous three months, Dealogic data show. So far in December, three SPACs a day are being created. While that is below the first quarter’s record pace, it brings the total amount held by the hundreds of SPACs seeking private companies to take public in the next two years to roughly $160 billion.\nThe cash committed to venture-capital firms and private-equity firms focused on rapidly growing companies but not yet spent also is ballooning. So-called dry powder hit about $440 billion for venture capitalists and roughly $310 billion for growth-focused PE firms earlier this month, according to Preqin.\nDespite billions of dollars in lost market value for publicly listed startups, the cash hoards represent buoyant demand from investors with interest rates near zero and stock indexes at or near records. They show how SPACs and private markets have been more resilient than many analysts expected, particularly with regulators ratcheting up scrutiny of so-called blank-check companies. Many analysts also expect interest rates to climb in the years ahead, potentially making moonshot bets on early-stage companies less attractive.\nStartups currently have several paths to access the cash, investors and executives say, particularly because a large chunk is flooding to companies working to decarbonize the economy. SPACs and other financiers often engage in bidding duels known on Wall Street as “SPAC-offs,” helping keep money flowing into startups.\n“There’s just so much money in the world chasing growth and returns,” said Bill Gross, who founded startup incubator Idealab.\nSometimes confused with the famous bond investor Bill Gross, Idealab’s Mr. Gross is chief executive of concentrated solar power startup Heliogen Inc. Heliogen, which doesn’t expect substantial revenue until 2023, is going public in a$2 billion SPAC deal. Another Idealab company, Energy Vault Inc.,unveiled a $1.6 billion SPAC merger in September.\nOutside of SPACs, cash is piling into startups at unprecedented rates from venture-capital firms and hedge funds such as Tiger Global Management LLC that traditionally were more focused on public companies. Nearly 340 new unicorn startups—or about one each day—have privately raised money at valuations north of $1 billion this year, more than triple the total from last year, PitchBook data show.\nIn the late summer, Mike Xu, CEO of food-distribution startup GrubMarket, began looking for $50 million of new funding for his business, which he said is profitable. By November, demand proved so high he ended up securing $240 million from investors—which itself was lower than what many wanted to commit. That included a $40 million commitment from Tiger Global that came together about a week after he began discussions with the New York-based investor.\n“It just moved extremely fast,” he said of the investment round valuing the firm at over $1.2 billion. “It was way more than we expected.” GrubMarket also secured funds managed by BlackRock Inc.\nCarbon Capture Inc., a startup working to remove carbon emissions directly from the atmosphere that also is backed by Mr. Gross’s Idealab, recently raised $35 million in its first round from investors including Salesforce Inc. co-CEO Marc Benioff’s venture firm.\nMany startups also have found excited investors at large technology companies, pension funds, and sovereign-wealth funds.\nThe fundraising frenzy is continuing even though sentiment toward newly public startups has cooled. An exchange-traded fund that tracks companies that went public through SPACs is down about 25% for the year. Meanwhile, an ETF of companies that recently did traditional initial public offerings has slumped roughly 15% in the past three months.\n\nSPACs are in focus for many investors because they have taken Wall Street and Silicon Valley by storm as a new way to quickly raise cash and go public. A SPAC is a shell firm that raises money and lists on a stock exchange with the sole intent of merging with a private firm to take it public. After regulators approve the deal, the private firm replaces the SPAC in the stock market.\nOne reason for SPACs’ sudden ubiquity is that startups are allowed to make business projections when going public that aren’t allowed in traditional IPOs.\nMany have struggled to meet those targets or have hit business snags, sending shares tumbling.Of the nearly 200 companies that have gone public through SPAC deals this year, about 75% have share prices below the SPAC’s listing price, according to SPAC Research. Nearly 40 companies have lost more than 50% of their value.\nRegulators have investigated several companies that went public this way after short sellers alleged wrongdoing, while multiple CEOs of newly listed electric-vehicle startups have resigned. Many analysts say SPACs allow startups to go public before they are ready.\nYet investors continue to pour money into emerging companies in any way they can, in search of the next DoorDash Inc.or Airbnb Inc., whose early backers have been well rewarded. Many deals are tied to fighting climate change, with investors also riding the momentum inTeslaInc.and others linked to the energy transition.\n“I would expect valuations will continue being driven up,” said John Carrington, CEO of clean-energy storage firm Stem Inc. “It’s an industry that needs a lot of capital, for better or worse.” Stem’s market value has roughly doubled to $2.8 billion after it completed a SPAC deal earlier this year. The company had about $40 million in sales in the third quarter.\nMoving forward, some analysts expect a large gap between the winners and losers from the boom.\n“The availability of SPAC capital and of private capital gives companies options, but ultimately, the problems are caused by bringing the wrong company public or the wrong valuation,” said Mike Ryan, CEO of Bullet Point Network, a financial analytics company. A former Wall Street equity investor, Mr. Ryan also is a venture partner at Alpha Partners and board chair of a SPAC that Alpha Partners launched this summer.","news_type":1,"symbols_score_info":{"DASH":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":3635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696883560,"gmtCreate":1640662328934,"gmtModify":1640662329323,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Get ready....","listText":"Get ready....","text":"Get ready....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696883560","repostId":"1127544468","repostType":4,"isVote":1,"tweetType":1,"viewCount":3855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696907489,"gmtCreate":1640590057671,"gmtModify":1640590058090,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Tine to buy...like pls.","listText":"Tine to buy...like pls.","text":"Tine to buy...like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696907489","repostId":"1136351826","repostType":4,"repost":{"id":"1136351826","kind":"news","pubTimestamp":1640589068,"share":"https://www.laohu8.com/m/news/1136351826?lang=zh_CN&edition=full","pubTime":"2021-12-27 15:11","market":"us","language":"en","title":"Unity Stock: If You Have Been Waiting, The Time Has Come To Buy<blockquote>Unity 股票：如果您一直在等待，现在是购买的时候了</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136351826","media":"Seeking Alpha","summary":"Summary\n\nUnity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases ha","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Unity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases have expanded beyond gaming.</li>  <li>It recently closed its Weta Digital acquisition. We believe the deal is transformative.</li>  <li>Its stock has also dropped 30% from its all-time high following its momentum spike.</li>  <li>We discuss why we think investors can consider the opportunity to buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb000e942dc4b466fc45e2c1073f83b3\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Unity是游戏创作者实时3D的领先引擎。此外，它的用例已经扩展到游戏之外。</li><li>它最近完成了对维塔数码的收购。我们相信这笔交易具有变革性。</li><li>在势头飙升后，其股价也从历史高点下跌了 30%。</li><li>我们讨论为什么我们认为投资者现在可以考虑买入的机会。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Unity Software Inc. (U) stock suffered a well-deserved battering recently as sellers took control. The retracement knocked its price level back to more reasonable levels after dropping 30% from its all-time high. Impatient investors had driven the stock up as it reported robust earnings, coupled with the euphoria surrounding its Weta Digital acquisition. The bull-trap was well-laid by the market makers, and these investors have been given invaluable lessons about patience and valuation.</p><p><blockquote>Unity Software Inc. (U) 股票最近遭受了当之无愧的打击，因为卖家控制了局面。在从历史高点下跌 30% 后，回调将其价格水平推回更合理的水平。由于该公司公布了强劲的盈利，加上围绕维塔数码收购的兴奋情绪，不耐烦的投资者推动该股上涨。做市商精心布置了牛市陷阱，这些投资者已经学到了关于耐心和估值的宝贵教训。</blockquote></p><p> Nevertheless, we have been bullish on Unity stock throughout the year. Our bullish calls in May and June are still up 62% and 32%, respectively. However, we updated in a recent November article cautioning investors not to chase the hype and&nbsp;revised our rating to Neutral. The stock has fallen 20% since the article was published.</p><p><blockquote>尽管如此，我们全年都看好 Unity 股票。我们5月和6月的看涨评级仍分别上涨62%和32%。然而，我们在最近 11 月的一篇文章中更新了警告投资者不要追逐炒作，并将我们的评级修正为中性。自文章发表以来，该股已下跌 20%。</blockquote></p><p> Moreover, thanks to the steep retracement in growth stocks recently, we believe that the time has come for us to revisit our rating. We discuss why we think investors who have been biding their time can consider adding exposure.</p><p><blockquote>此外，由于近期成长型股票大幅回调，我们认为是时候重新审视我们的评级了。我们讨论为什么我们认为一直在等待时机的投资者可以考虑增加风险敞口。</blockquote></p><p> <b>U Stock YTD Performance</b></p><p><blockquote><b>U股年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24e18b8051240c38f096c7aff30cb51f\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>U stock YTD performance (as of 23 December' 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>U股年初至今表现（截至21年12月23日）。</span></p></blockquote></p><p> Unity stock has had a disappointing year until its upward momentum started to recover in H2'21. We also saw the opportunity from its mispricing in May and June and thus encouraged investors to accumulate. The stock was on a steady climb towards its recovery until the momentum spike catapulted its YTD gain to 28% in November. However, the euphoria was short-lived as Unity stock's valuation returned to haunt investors who joined the \"spike bandwagon.\" After its recent retracement, the stock is back in the red for the year, with a YTD return of -5.2%, significantly underperforming the market.</p><p><blockquote>Unity 股票经历了令人失望的一年，直到 2021 年下半年其上涨势头开始恢复。我们还从其5月和6月的错误定价中看到了机会，从而鼓励投资者积累。该股在复苏过程中稳步攀升，直到 11 月份动力飙升将其年初至今涨幅推至 28%。然而，这种兴奋是短暂的，因为 Unity 股票的估值再次困扰着加入“飙升潮流”的投资者。在最近的回调之后，该股今年又回到了亏损状态，年初至今的回报率为-5.2%，明显跑输大盘。</blockquote></p><p> <b>Why We are Turning Bullish On Unity Stock?</b></p><p><blockquote><b>为什么我们看好 Unity 股票？</b></blockquote></p><p> We took the opportunity to pare down our exposure in the recent spike and rotated to other undervalued growth stocks. However, we always intend to add exposure again when the euphoria has dissipated. Unity's robust FQ3 report card demonstrated that the company is still barely scratching the surface of its massive TAM, which expanded to $45B recently. The company has also&nbsp;completed its acquisition of Weta Digital on 1 December, as it works on integrating Weta Digital's unique technology stack into its offerings. The deal also brought 275 world-class engineers into Unity's payroll, which the company believes is some of the best talents that Weta Digital has recruited. Unity emphasized (edited): \"These 275 people, they're extraordinary. They're PhDs, research scientists. They've been focused on graphics research for 20 years. If you go to SIGGRAPH and look through papers… it just goes Weta, Weta, Weta.\"</p><p><blockquote>我们借此机会在最近的飙升中减少了敞口，并转向其他被低估的成长型股票。然而，当欣快感消散后，我们总是打算再次增加曝光。Unity 强劲的第三季度成绩单表明，该公司仍勉强触及其庞大 TAM 的表面，该 TAM 最近已扩大至 45B 美元。该公司还于 12 月 1 日完成了对维塔数码的收购，致力于将 Weta Digital 独特的技术堆栈集成到其产品中。这笔交易还为 Unity 带来了 275 名世界级工程师，该公司认为他们是维塔数码招聘的一些最优秀的人才。Unity 强调（编辑）：“这 275 人非常非凡。他们是博士、研究科学家。他们专注于图形研究已有 20 年。如果你去 SIGGRAPH 浏览论文……你会发现，一切都很顺利。”</blockquote></p><p> Therefore, we firmly believe that it's a transformative acquisition for Unity. Creators have already used the company's solutions across multiple industries, most notably in gaming. In addition, the company has documented numerous industrial and commercial use cases as enterprise customers realize the power of its real-time 3D engine.</p><p><blockquote>因此，我们坚信这是 Unity 的一次变革性收购。创作者已经在多个行业使用了该公司的解决方案，尤其是在游戏领域。此外，随着企业客户意识到其实时3D引擎的强大功能，该公司还记录了许多工业和商业用例。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/878e57a9fe0cb69914c0f7f253b774f1\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity enterprise customers. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Unity企业客户。数据来源：公司文件</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb656e9fcbf3fc8a38a59165058c147f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity dollar-based net expansion rate. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>单位美元净扩张率。数据来源：公司文件</span></p></blockquote></p><p> Consequently, Unity continues to experience stellar growth in its enterprise base. Its enterprise customer grew from just 553 in FQ3'19 to 973 in FQ3'21, representing a CAGR of 32.7%. Moreover, its customers continue to expand their use cases consistently. As a result, its net expansion rate has maintained around 140% over time. Therefore, the company has sustained robust monetization in its Operate solutions while driving new use cases through its Create solutions.</p><p><blockquote>因此，Unity 的企业基础继续保持强劲增长。其企业客户从 2019 年第三季度的 553 家增长到 2021 年第三季度的 973 家，复合年增长率为 32.7%。此外，其客户继续持续扩展他们的用例。因此，随着时间的推移，其净扩张率一直保持在140%左右。因此，该公司在其运营解决方案中保持了强劲的货币化，同时通过其创建解决方案推动了新的用例。</blockquote></p><p></p><p> While it's still early to determine the expansion of new or expanded use cases linked to Weta's technology stack, Unity is confident that it can leverage strongly. In addition, it has an eye on the multi-trillion-dollar metaverse, as it aims to be one of the critical engines for creators. Unity General Manager Marc Whitten emphasized (edited):</p><p><blockquote>虽然现在确定与Weta的技术堆栈相关的新的或扩展的用例的扩展还为时过早，但Unity有信心能够大力利用它。此外，它还着眼于数万亿美元的元宇宙，因为它的目标是成为创作者的关键引擎之一。Unity 总经理 Marc Whitten 强调（编辑）：</blockquote></p><p>   The key for me - I strongly believe, whatever word you want to use for  <i>the metaverse, it's going to need more 3D content</i>. It's going to need an  <i>extraordinary increase in the number of people capable of building in 3D</i>. Certainly from a Unity perspective, we really started thinking hard about how we could build something that democratizes content creation. Between Unity and Weta, we had the tools to do something extraordinary. You have this set of people at Weta who had built the most spectacular tools ever for 3D content creation that had never been productized. And then you have Unity, where our bread and butter is packaging and democratizing tools and making them more accessible. It became more and more clear that we could find the right transaction to make it happen. (VentureBeat)  It's also essential for readers to note Weta's highly scalable tools. Unity articulated that Weta has an \"incredibly forward-looking architectural approach.\" They use \"one data model, one data river, and a set of tools that impact that. [It allows] individuals to see how things show up across multiple objects, or multiple artists to be able to collaborate and work in parallel and do amazing things around that.\" As a result, the company believes it can scale Weta's stack with its technology and extend the use cases well beyond gaming. CEO John Riccitiello added (edited):</p><p><blockquote>对我来说关键-我坚信，不管你想用什么词来形容<i>元宇宙需要更多的3D内容</i>.它需要一个<i>能够进行 3D 建筑的人数大幅增加</i>当然，从统一的角度来看，我们真的开始认真思考如何建立一个使内容创作民主化的东西。在Unity和Weta之间，我们有了做一些非凡事情的工具。Weta有一群人，他们为3D内容创作构建了有史以来最壮观的工具，这些工具从未被产品化。然后你有团结，我们的面包和黄油是包装和民主化工具，并使它们更容易获得。越来越清楚的是，我们可以找到合适的交易来实现它。（VentureBeat）读者注意到Weta高度可扩展的工具也很重要。Unity 表示，Weta 拥有“令人难以置信的前瞻性建筑方法”。他们使用“一个数据模型、一个数据河和一套影响这一点的工具。[它允许]个人看到事物如何在多个对象上显示，或者多个艺术家能够协作和并行工作，并围绕它做令人惊叹的事情。”因此，该公司相信它可以利用其技术扩展 Weta 的堆栈，并将用例扩展到游戏之外。首席执行官 John Riccitiello 补充道（已编辑）：</blockquote></p><p>   I would expect the use cases to continue to grow. We see huge opportunities for us in media and entertainment, in games, adding more seats -- with artists. We believe there is an opportunity in architecture. We believe there are opportunities in automotive. So many, many different industries will continue to see growth. (Unity's FQ3'21 earnings call)  We have always believed that Unity's engine is the world leader in real-time 3D. Moreover, it has proven its use cases well beyond gaming. Furthermore, the Weta deal demonstrates how management intends to further consolidate its leadership against its peers by taking its competitive moat a step further. We love companies that are relentless in their pursuit of innovation.</p><p><blockquote>我预计用例将继续增长。我们在媒体和娱乐、游戏中看到了巨大的机会，增加了更多的席位——与艺术家一起。我们相信建筑领域有机会。我们相信汽车行业存在机遇。很多很多不同的行业将继续增长。（Unity 的 Q3’21 收益看涨期权）我们一直相信 Unity 的引擎是实时 3D 领域的世界领导者。此外，它已经证明了它的用例远远超出了游戏。此外，Weta 交易表明管理层打算如何通过将竞争护城河更进一步来进一步巩固其相对于同行的领导地位。我们喜欢不懈追求创新的公司。</blockquote></p><p> <b>Key Risks That Investors Should Consider?</b></p><p><blockquote><b>投资者应考虑的主要风险？</b></blockquote></p><p> The transformative acquisition is not cheap. But it shouldn't be cheap for a tech stack of this scale. The company closed the deal with a mix of cash and stock that amounted to $1.625B. Moreover, the company recently announced&nbsp;$1.5B in convertible senior notes, which would partly be used to fund its acquisitions. Given that the company had minimal long-term debt ($124M in FQ3) compared to cash and short-term investments of $1.28B, the size of the debt offering is massive. Therefore, Weta's acquisition has introduced significant execution and balance sheet risks that Unity needs to manage well.</p><p><blockquote>这次变革性收购并不便宜。但对于如此规模的技术堆栈来说，它不应该便宜。该公司以现金和股票的组合完成了这笔交易，总额为 $1.625B。此外，该公司最近宣布发行 1.5 亿美元的可转换优先票据，其中部分将用于为其收购提供资金。鉴于该公司的长期债务很少（第三季度为 1.24 亿美元），而现金和短期投资为 1.28B 美元，因此债务发行的规模非常庞大。因此，Weta 的收购带来了 Unity 需要妥善管理的重大执行和资产负债表风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93223041a6aea690d094bf9568d6ecfa\" tg-width=\"640\" tg-height=\"231\" width=\"100%\" height=\"auto\"><span>High-growth SaaS EV/NTM Revenue comps.</span></p><p><blockquote><p class=\"t-img-caption\"><span>高增长的SaaS EV/NTM收入比较。</span></p></blockquote></p><p> In addition, Unity stock is still priced at a significant premium. It is trading at an EV/NTM Revenue of 31.3x, well ahead of the high-growth SaaS comps median of 16.5x. Therefore, it's imperative for management to execute very well moving forward. Otherwise, the risks for significant value compressions could potentially occur.</p><p><blockquote>此外，Unity 股票的定价仍然存在显着溢价。该公司的 EV/NTM 收入为 31.3 倍，远远领先于高增长的 SaaS comps 中位数 16.5 倍。因此，管理层必须很好地执行前进。否则，可能会出现显著价值压缩的风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32134bf7ef0916208beb58db317ea9de\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Unity stock EV/NTM Revenue 1Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Unity 股票 EV/NTM 收入 1 年平均值。</span></p></blockquote></p><p> Unity stock is highly volatile. Therefore, we have added the stock in batches throughout the year as we believe its inherent volatility should continue to create attractive opportunities. Hence, we have not joined impatient investors adding through the momentum spikes.</p><p><blockquote>Unity 股票波动性很大。因此，我们全年分批增持该股，因为我们相信其固有的波动性应继续创造有吸引力的机会。因此，我们没有加入不耐烦的投资者的行列，通过势头飙升来增加。</blockquote></p><p> Nevertheless, Unity stock is trading near its 1Y revenue multiple mean. Despite that, it's clear that the stock is trading at a premium valuation.</p><p><blockquote>尽管如此，Unity 股票的交易价格仍接近其 1 年收入倍数平均值。尽管如此，很明显该股的估值较高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2cf9d3632332048d967b44d16e34369\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity revenue and adjusted EBITDA margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>Unity 收入和调整后 EBITDA 利润率。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p></p><p> However, investors should note that Unity is estimated to gain significant operating leverage moving forward. Its top line is expected to increase at a CAGR of about 33% over the next three years (FY20-23). However, its adjusted EBITDA margin is projected to reach 7.3% in FY23, from -3.3% in the last FY. Hence, investors should start to pay more attention to Unity's bottom line growth moving forward. The company could begin gaining tremendous leverage and turn profitable on an adjusted EBITDA basis.</p><p><blockquote>然而，投资者应该注意，Unity 预计未来将获得显着的运营杠杆。预计未来三年（2020-23 财年），其营收将以约 33% 的复合年增长率增长。然而，其调整后的 EBITDA 利润率预计将从上一财年的 -3.3% 达到2023财年的 7.3%。因此，投资者应该开始更加关注 Unity 未来的利润增长。该公司可能会开始获得巨大的杠杆，并在调整后的 EBITDA 基础上实现盈利。</blockquote></p><p> Consequently, we believe it's appropriate for us to apply a DCF valuation framework that accounts for its operating leverage moving forward. It would allow us to appreciate the impact of its profit drivers better.</p><p><blockquote>因此，我们认为应用 DCF 估值框架来考虑其未来的运营杠杆是合适的。这将使我们能够更好地了解其利润驱动因素的影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb7ed09dd878907100b68112586567b\" tg-width=\"902\" tg-height=\"605\" width=\"100%\" height=\"auto\"><span>Unity stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>Unity 股票 DCF 估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Hence, Unity stock seems to be right in our fair value zone right now. Investors who need a more considerable margin of safety can continue to wait for a potentially deeper retracement. However, investors who have high conviction could use this opportunity to add exposure to a fantastic company.</p><p><blockquote>因此，Unity 股票目前似乎处于我们的公允价值区域。需要更大安全边际的投资者可以继续等待潜在的更深回撤。然而，有高度信念的投资者可以利用这个机会增加对一家出色公司的投资。</blockquote></p><p> Consequently,<i>we revise our rating on Unity stock to Buy</i>.</p><p><blockquote>因此，<i>我们将 Unity 股票评级修改为买入</i>.</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>Unity Stock: If You Have Been Waiting, The Time Has Come To Buy<blockquote>Unity 股票：如果您一直在等待，现在是购买的时候了</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\">\nUnity Stock: If You Have Been Waiting, The Time Has Come To Buy<blockquote>Unity 股票：如果您一直在等待，现在是购买的时候了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-27 15:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Unity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases have expanded beyond gaming.</li>  <li>It recently closed its Weta Digital acquisition. We believe the deal is transformative.</li>  <li>Its stock has also dropped 30% from its all-time high following its momentum spike.</li>  <li>We discuss why we think investors can consider the opportunity to buy now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb000e942dc4b466fc45e2c1073f83b3\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Sundry Photography/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>Unity是游戏创作者实时3D的领先引擎。此外，它的用例已经扩展到游戏之外。</li><li>它最近完成了对维塔数码的收购。我们相信这笔交易具有变革性。</li><li>在势头飙升后，其股价也从历史高点下跌了 30%。</li><li>我们讨论为什么我们认为投资者现在可以考虑买入的机会。</li></ul><p class=\"t-img-caption\"><span>杂项摄影/iStock 社论来自 Getty Images</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Unity Software Inc. (U) stock suffered a well-deserved battering recently as sellers took control. The retracement knocked its price level back to more reasonable levels after dropping 30% from its all-time high. Impatient investors had driven the stock up as it reported robust earnings, coupled with the euphoria surrounding its Weta Digital acquisition. The bull-trap was well-laid by the market makers, and these investors have been given invaluable lessons about patience and valuation.</p><p><blockquote>Unity Software Inc. (U) 股票最近遭受了当之无愧的打击，因为卖家控制了局面。在从历史高点下跌 30% 后，回调将其价格水平推回更合理的水平。由于该公司公布了强劲的盈利，加上围绕维塔数码收购的兴奋情绪，不耐烦的投资者推动该股上涨。做市商精心布置了牛市陷阱，这些投资者已经学到了关于耐心和估值的宝贵教训。</blockquote></p><p> Nevertheless, we have been bullish on Unity stock throughout the year. Our bullish calls in May and June are still up 62% and 32%, respectively. However, we updated in a recent November article cautioning investors not to chase the hype and&nbsp;revised our rating to Neutral. The stock has fallen 20% since the article was published.</p><p><blockquote>尽管如此，我们全年都看好 Unity 股票。我们5月和6月的看涨评级仍分别上涨62%和32%。然而，我们在最近 11 月的一篇文章中更新了警告投资者不要追逐炒作，并将我们的评级修正为中性。自文章发表以来，该股已下跌 20%。</blockquote></p><p> Moreover, thanks to the steep retracement in growth stocks recently, we believe that the time has come for us to revisit our rating. We discuss why we think investors who have been biding their time can consider adding exposure.</p><p><blockquote>此外，由于近期成长型股票大幅回调，我们认为是时候重新审视我们的评级了。我们讨论为什么我们认为一直在等待时机的投资者可以考虑增加风险敞口。</blockquote></p><p> <b>U Stock YTD Performance</b></p><p><blockquote><b>U股年初至今表现</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24e18b8051240c38f096c7aff30cb51f\" tg-width=\"640\" tg-height=\"331\" width=\"100%\" height=\"auto\"><span>U stock YTD performance (as of 23 December' 21).</span></p><p><blockquote><p class=\"t-img-caption\"><span>U股年初至今表现（截至21年12月23日）。</span></p></blockquote></p><p> Unity stock has had a disappointing year until its upward momentum started to recover in H2'21. We also saw the opportunity from its mispricing in May and June and thus encouraged investors to accumulate. The stock was on a steady climb towards its recovery until the momentum spike catapulted its YTD gain to 28% in November. However, the euphoria was short-lived as Unity stock's valuation returned to haunt investors who joined the \"spike bandwagon.\" After its recent retracement, the stock is back in the red for the year, with a YTD return of -5.2%, significantly underperforming the market.</p><p><blockquote>Unity 股票经历了令人失望的一年，直到 2021 年下半年其上涨势头开始恢复。我们还从其5月和6月的错误定价中看到了机会，从而鼓励投资者积累。该股在复苏过程中稳步攀升，直到 11 月份动力飙升将其年初至今涨幅推至 28%。然而，这种兴奋是短暂的，因为 Unity 股票的估值再次困扰着加入“飙升潮流”的投资者。在最近的回调之后，该股今年又回到了亏损状态，年初至今的回报率为-5.2%，明显跑输大盘。</blockquote></p><p> <b>Why We are Turning Bullish On Unity Stock?</b></p><p><blockquote><b>为什么我们看好 Unity 股票？</b></blockquote></p><p> We took the opportunity to pare down our exposure in the recent spike and rotated to other undervalued growth stocks. However, we always intend to add exposure again when the euphoria has dissipated. Unity's robust FQ3 report card demonstrated that the company is still barely scratching the surface of its massive TAM, which expanded to $45B recently. The company has also&nbsp;completed its acquisition of Weta Digital on 1 December, as it works on integrating Weta Digital's unique technology stack into its offerings. The deal also brought 275 world-class engineers into Unity's payroll, which the company believes is some of the best talents that Weta Digital has recruited. Unity emphasized (edited): \"These 275 people, they're extraordinary. They're PhDs, research scientists. They've been focused on graphics research for 20 years. If you go to SIGGRAPH and look through papers… it just goes Weta, Weta, Weta.\"</p><p><blockquote>我们借此机会在最近的飙升中减少了敞口，并转向其他被低估的成长型股票。然而，当欣快感消散后，我们总是打算再次增加曝光。Unity 强劲的第三季度成绩单表明，该公司仍勉强触及其庞大 TAM 的表面，该 TAM 最近已扩大至 45B 美元。该公司还于 12 月 1 日完成了对维塔数码的收购，致力于将 Weta Digital 独特的技术堆栈集成到其产品中。这笔交易还为 Unity 带来了 275 名世界级工程师，该公司认为他们是维塔数码招聘的一些最优秀的人才。Unity 强调（编辑）：“这 275 人非常非凡。他们是博士、研究科学家。他们专注于图形研究已有 20 年。如果你去 SIGGRAPH 浏览论文……你会发现，一切都很顺利。”</blockquote></p><p> Therefore, we firmly believe that it's a transformative acquisition for Unity. Creators have already used the company's solutions across multiple industries, most notably in gaming. In addition, the company has documented numerous industrial and commercial use cases as enterprise customers realize the power of its real-time 3D engine.</p><p><blockquote>因此，我们坚信这是 Unity 的一次变革性收购。创作者已经在多个行业使用了该公司的解决方案，尤其是在游戏领域。此外，随着企业客户意识到其实时3D引擎的强大功能，该公司还记录了许多工业和商业用例。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/878e57a9fe0cb69914c0f7f253b774f1\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity enterprise customers. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>Unity企业客户。数据来源：公司文件</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb656e9fcbf3fc8a38a59165058c147f\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity dollar-based net expansion rate. Data source: Company filings</span></p><p><blockquote><p class=\"t-img-caption\"><span>单位美元净扩张率。数据来源：公司文件</span></p></blockquote></p><p> Consequently, Unity continues to experience stellar growth in its enterprise base. Its enterprise customer grew from just 553 in FQ3'19 to 973 in FQ3'21, representing a CAGR of 32.7%. Moreover, its customers continue to expand their use cases consistently. As a result, its net expansion rate has maintained around 140% over time. Therefore, the company has sustained robust monetization in its Operate solutions while driving new use cases through its Create solutions.</p><p><blockquote>因此，Unity 的企业基础继续保持强劲增长。其企业客户从 2019 年第三季度的 553 家增长到 2021 年第三季度的 973 家，复合年增长率为 32.7%。此外，其客户继续持续扩展他们的用例。因此，随着时间的推移，其净扩张率一直保持在140%左右。因此，该公司在其运营解决方案中保持了强劲的货币化，同时通过其创建解决方案推动了新的用例。</blockquote></p><p></p><p> While it's still early to determine the expansion of new or expanded use cases linked to Weta's technology stack, Unity is confident that it can leverage strongly. In addition, it has an eye on the multi-trillion-dollar metaverse, as it aims to be one of the critical engines for creators. Unity General Manager Marc Whitten emphasized (edited):</p><p><blockquote>虽然现在确定与Weta的技术堆栈相关的新的或扩展的用例的扩展还为时过早，但Unity有信心能够大力利用它。此外，它还着眼于数万亿美元的元宇宙，因为它的目标是成为创作者的关键引擎之一。Unity 总经理 Marc Whitten 强调（编辑）：</blockquote></p><p>   The key for me - I strongly believe, whatever word you want to use for  <i>the metaverse, it's going to need more 3D content</i>. It's going to need an  <i>extraordinary increase in the number of people capable of building in 3D</i>. Certainly from a Unity perspective, we really started thinking hard about how we could build something that democratizes content creation. Between Unity and Weta, we had the tools to do something extraordinary. You have this set of people at Weta who had built the most spectacular tools ever for 3D content creation that had never been productized. And then you have Unity, where our bread and butter is packaging and democratizing tools and making them more accessible. It became more and more clear that we could find the right transaction to make it happen. (VentureBeat)  It's also essential for readers to note Weta's highly scalable tools. Unity articulated that Weta has an \"incredibly forward-looking architectural approach.\" They use \"one data model, one data river, and a set of tools that impact that. [It allows] individuals to see how things show up across multiple objects, or multiple artists to be able to collaborate and work in parallel and do amazing things around that.\" As a result, the company believes it can scale Weta's stack with its technology and extend the use cases well beyond gaming. CEO John Riccitiello added (edited):</p><p><blockquote>对我来说关键-我坚信，不管你想用什么词来形容<i>元宇宙需要更多的3D内容</i>.它需要一个<i>能够进行 3D 建筑的人数大幅增加</i>当然，从统一的角度来看，我们真的开始认真思考如何建立一个使内容创作民主化的东西。在Unity和Weta之间，我们有了做一些非凡事情的工具。Weta有一群人，他们为3D内容创作构建了有史以来最壮观的工具，这些工具从未被产品化。然后你有团结，我们的面包和黄油是包装和民主化工具，并使它们更容易获得。越来越清楚的是，我们可以找到合适的交易来实现它。（VentureBeat）读者注意到Weta高度可扩展的工具也很重要。Unity 表示，Weta 拥有“令人难以置信的前瞻性建筑方法”。他们使用“一个数据模型、一个数据河和一套影响这一点的工具。[它允许]个人看到事物如何在多个对象上显示，或者多个艺术家能够协作和并行工作，并围绕它做令人惊叹的事情。”因此，该公司相信它可以利用其技术扩展 Weta 的堆栈，并将用例扩展到游戏之外。首席执行官 John Riccitiello 补充道（已编辑）：</blockquote></p><p>   I would expect the use cases to continue to grow. We see huge opportunities for us in media and entertainment, in games, adding more seats -- with artists. We believe there is an opportunity in architecture. We believe there are opportunities in automotive. So many, many different industries will continue to see growth. (Unity's FQ3'21 earnings call)  We have always believed that Unity's engine is the world leader in real-time 3D. Moreover, it has proven its use cases well beyond gaming. Furthermore, the Weta deal demonstrates how management intends to further consolidate its leadership against its peers by taking its competitive moat a step further. We love companies that are relentless in their pursuit of innovation.</p><p><blockquote>我预计用例将继续增长。我们在媒体和娱乐、游戏中看到了巨大的机会，增加了更多的席位——与艺术家一起。我们相信建筑领域有机会。我们相信汽车行业存在机遇。很多很多不同的行业将继续增长。（Unity 的 Q3’21 收益看涨期权）我们一直相信 Unity 的引擎是实时 3D 领域的世界领导者。此外，它已经证明了它的用例远远超出了游戏。此外，Weta 交易表明管理层打算如何通过将竞争护城河更进一步来进一步巩固其相对于同行的领导地位。我们喜欢不懈追求创新的公司。</blockquote></p><p> <b>Key Risks That Investors Should Consider?</b></p><p><blockquote><b>投资者应考虑的主要风险？</b></blockquote></p><p> The transformative acquisition is not cheap. But it shouldn't be cheap for a tech stack of this scale. The company closed the deal with a mix of cash and stock that amounted to $1.625B. Moreover, the company recently announced&nbsp;$1.5B in convertible senior notes, which would partly be used to fund its acquisitions. Given that the company had minimal long-term debt ($124M in FQ3) compared to cash and short-term investments of $1.28B, the size of the debt offering is massive. Therefore, Weta's acquisition has introduced significant execution and balance sheet risks that Unity needs to manage well.</p><p><blockquote>这次变革性收购并不便宜。但对于如此规模的技术堆栈来说，它不应该便宜。该公司以现金和股票的组合完成了这笔交易，总额为 $1.625B。此外，该公司最近宣布发行 1.5 亿美元的可转换优先票据，其中部分将用于为其收购提供资金。鉴于该公司的长期债务很少（第三季度为 1.24 亿美元），而现金和短期投资为 1.28B 美元，因此债务发行的规模非常庞大。因此，Weta 的收购带来了 Unity 需要妥善管理的重大执行和资产负债表风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93223041a6aea690d094bf9568d6ecfa\" tg-width=\"640\" tg-height=\"231\" width=\"100%\" height=\"auto\"><span>High-growth SaaS EV/NTM Revenue comps.</span></p><p><blockquote><p class=\"t-img-caption\"><span>高增长的SaaS EV/NTM收入比较。</span></p></blockquote></p><p> In addition, Unity stock is still priced at a significant premium. It is trading at an EV/NTM Revenue of 31.3x, well ahead of the high-growth SaaS comps median of 16.5x. Therefore, it's imperative for management to execute very well moving forward. Otherwise, the risks for significant value compressions could potentially occur.</p><p><blockquote>此外，Unity 股票的定价仍然存在显着溢价。该公司的 EV/NTM 收入为 31.3 倍，远远领先于高增长的 SaaS comps 中位数 16.5 倍。因此，管理层必须很好地执行前进。否则，可能会出现显著价值压缩的风险。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32134bf7ef0916208beb58db317ea9de\" tg-width=\"640\" tg-height=\"384\" width=\"100%\" height=\"auto\"><span>Unity stock EV/NTM Revenue 1Y mean.</span></p><p><blockquote><p class=\"t-img-caption\"><span>Unity 股票 EV/NTM 收入 1 年平均值。</span></p></blockquote></p><p> Unity stock is highly volatile. Therefore, we have added the stock in batches throughout the year as we believe its inherent volatility should continue to create attractive opportunities. Hence, we have not joined impatient investors adding through the momentum spikes.</p><p><blockquote>Unity 股票波动性很大。因此，我们全年分批增持该股，因为我们相信其固有的波动性应继续创造有吸引力的机会。因此，我们没有加入不耐烦的投资者的行列，通过势头飙升来增加。</blockquote></p><p> Nevertheless, Unity stock is trading near its 1Y revenue multiple mean. Despite that, it's clear that the stock is trading at a premium valuation.</p><p><blockquote>尽管如此，Unity 股票的交易价格仍接近其 1 年收入倍数平均值。尽管如此，很明显该股的估值较高。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2cf9d3632332048d967b44d16e34369\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"><span>Unity revenue and adjusted EBITDA margins. Data source: S&amp;P Capital IQ</span></p><p><blockquote><p class=\"t-img-caption\"><span>Unity 收入和调整后 EBITDA 利润率。数据来源：S&amp;P Capital IQ</span></p></blockquote></p><p></p><p> However, investors should note that Unity is estimated to gain significant operating leverage moving forward. Its top line is expected to increase at a CAGR of about 33% over the next three years (FY20-23). However, its adjusted EBITDA margin is projected to reach 7.3% in FY23, from -3.3% in the last FY. Hence, investors should start to pay more attention to Unity's bottom line growth moving forward. The company could begin gaining tremendous leverage and turn profitable on an adjusted EBITDA basis.</p><p><blockquote>然而，投资者应该注意，Unity 预计未来将获得显着的运营杠杆。预计未来三年（2020-23 财年），其营收将以约 33% 的复合年增长率增长。然而，其调整后的 EBITDA 利润率预计将从上一财年的 -3.3% 达到2023财年的 7.3%。因此，投资者应该开始更加关注 Unity 未来的利润增长。该公司可能会开始获得巨大的杠杆，并在调整后的 EBITDA 基础上实现盈利。</blockquote></p><p> Consequently, we believe it's appropriate for us to apply a DCF valuation framework that accounts for its operating leverage moving forward. It would allow us to appreciate the impact of its profit drivers better.</p><p><blockquote>因此，我们认为应用 DCF 估值框架来考虑其未来的运营杠杆是合适的。这将使我们能够更好地了解其利润驱动因素的影响。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb7ed09dd878907100b68112586567b\" tg-width=\"902\" tg-height=\"605\" width=\"100%\" height=\"auto\"><span>Unity stock DCF valuation model. Data source: S&amp;P Capital IQ, company filings, author</span></p><p><blockquote><p class=\"t-img-caption\"><span>Unity 股票 DCF 估值模型。数据来源：S&amp;P Capital IQ、公司文件、作者</span></p></blockquote></p><p> Hence, Unity stock seems to be right in our fair value zone right now. Investors who need a more considerable margin of safety can continue to wait for a potentially deeper retracement. However, investors who have high conviction could use this opportunity to add exposure to a fantastic company.</p><p><blockquote>因此，Unity 股票目前似乎处于我们的公允价值区域。需要更大安全边际的投资者可以继续等待潜在的更深回撤。然而，有高度信念的投资者可以利用这个机会增加对一家出色公司的投资。</blockquote></p><p> Consequently,<i>we revise our rating on Unity stock to Buy</i>.</p><p><blockquote>因此，<i>我们将 Unity 股票评级修改为买入</i>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4476859-unity-stock-time-to-buy\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"https://seekingalpha.com/article/4476859-unity-stock-time-to-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136351826","content_text":"Summary\n\nUnity is the leading engine in real-time 3D for gaming creators. Moreover, its use cases have expanded beyond gaming.\nIt recently closed its Weta Digital acquisition. We believe the deal is transformative.\nIts stock has also dropped 30% from its all-time high following its momentum spike.\nWe discuss why we think investors can consider the opportunity to buy now.\n\nSundry Photography/iStock Editorial via Getty Images\nInvestment Thesis\nUnity Software Inc. (U) stock suffered a well-deserved battering recently as sellers took control. The retracement knocked its price level back to more reasonable levels after dropping 30% from its all-time high. Impatient investors had driven the stock up as it reported robust earnings, coupled with the euphoria surrounding its Weta Digital acquisition. The bull-trap was well-laid by the market makers, and these investors have been given invaluable lessons about patience and valuation.\nNevertheless, we have been bullish on Unity stock throughout the year. Our bullish calls in May and June are still up 62% and 32%, respectively. However, we updated in a recent November article cautioning investors not to chase the hype and revised our rating to Neutral. The stock has fallen 20% since the article was published.\nMoreover, thanks to the steep retracement in growth stocks recently, we believe that the time has come for us to revisit our rating. We discuss why we think investors who have been biding their time can consider adding exposure.\nU Stock YTD Performance\nU stock YTD performance (as of 23 December' 21).\nUnity stock has had a disappointing year until its upward momentum started to recover in H2'21. We also saw the opportunity from its mispricing in May and June and thus encouraged investors to accumulate. The stock was on a steady climb towards its recovery until the momentum spike catapulted its YTD gain to 28% in November. However, the euphoria was short-lived as Unity stock's valuation returned to haunt investors who joined the \"spike bandwagon.\" After its recent retracement, the stock is back in the red for the year, with a YTD return of -5.2%, significantly underperforming the market.\nWhy We are Turning Bullish On Unity Stock?\nWe took the opportunity to pare down our exposure in the recent spike and rotated to other undervalued growth stocks. However, we always intend to add exposure again when the euphoria has dissipated. Unity's robust FQ3 report card demonstrated that the company is still barely scratching the surface of its massive TAM, which expanded to $45B recently. The company has also completed its acquisition of Weta Digital on 1 December, as it works on integrating Weta Digital's unique technology stack into its offerings. The deal also brought 275 world-class engineers into Unity's payroll, which the company believes is some of the best talents that Weta Digital has recruited. Unity emphasized (edited): \"These 275 people, they're extraordinary. They're PhDs, research scientists. They've been focused on graphics research for 20 years. If you go to SIGGRAPH and look through papers… it just goes Weta, Weta, Weta.\"\nTherefore, we firmly believe that it's a transformative acquisition for Unity. Creators have already used the company's solutions across multiple industries, most notably in gaming. In addition, the company has documented numerous industrial and commercial use cases as enterprise customers realize the power of its real-time 3D engine.\nUnity enterprise customers. Data source: Company filings\nUnity dollar-based net expansion rate. Data source: Company filings\nConsequently, Unity continues to experience stellar growth in its enterprise base. Its enterprise customer grew from just 553 in FQ3'19 to 973 in FQ3'21, representing a CAGR of 32.7%. Moreover, its customers continue to expand their use cases consistently. As a result, its net expansion rate has maintained around 140% over time. Therefore, the company has sustained robust monetization in its Operate solutions while driving new use cases through its Create solutions.\nWhile it's still early to determine the expansion of new or expanded use cases linked to Weta's technology stack, Unity is confident that it can leverage strongly. In addition, it has an eye on the multi-trillion-dollar metaverse, as it aims to be one of the critical engines for creators. Unity General Manager Marc Whitten emphasized (edited):\n\n The key for me - I strongly believe, whatever word you want to use for\n the metaverse, it's going to need more 3D content. It's going to need an\n extraordinary increase in the number of people capable of building in 3D. Certainly from a Unity perspective, we really started thinking hard about how we could build something that democratizes content creation. Between Unity and Weta, we had the tools to do something extraordinary. You have this set of people at Weta who had built the most spectacular tools ever for 3D content creation that had never been productized. And then you have Unity, where our bread and butter is packaging and democratizing tools and making them more accessible. It became more and more clear that we could find the right transaction to make it happen. (VentureBeat)\n\nIt's also essential for readers to note Weta's highly scalable tools. Unity articulated that Weta has an \"incredibly forward-looking architectural approach.\" They use \"one data model, one data river, and a set of tools that impact that. [It allows] individuals to see how things show up across multiple objects, or multiple artists to be able to collaborate and work in parallel and do amazing things around that.\" As a result, the company believes it can scale Weta's stack with its technology and extend the use cases well beyond gaming. CEO John Riccitiello added (edited):\n\n I would expect the use cases to continue to grow. We see huge opportunities for us in media and entertainment, in games, adding more seats -- with artists. We believe there is an opportunity in architecture. We believe there are opportunities in automotive. So many, many different industries will continue to see growth. (Unity's FQ3'21 earnings call)\n\nWe have always believed that Unity's engine is the world leader in real-time 3D. Moreover, it has proven its use cases well beyond gaming. Furthermore, the Weta deal demonstrates how management intends to further consolidate its leadership against its peers by taking its competitive moat a step further. We love companies that are relentless in their pursuit of innovation.\nKey Risks That Investors Should Consider?\nThe transformative acquisition is not cheap. But it shouldn't be cheap for a tech stack of this scale. The company closed the deal with a mix of cash and stock that amounted to $1.625B. Moreover, the company recently announced $1.5B in convertible senior notes, which would partly be used to fund its acquisitions. Given that the company had minimal long-term debt ($124M in FQ3) compared to cash and short-term investments of $1.28B, the size of the debt offering is massive. Therefore, Weta's acquisition has introduced significant execution and balance sheet risks that Unity needs to manage well.\nHigh-growth SaaS EV/NTM Revenue comps.\nIn addition, Unity stock is still priced at a significant premium. It is trading at an EV/NTM Revenue of 31.3x, well ahead of the high-growth SaaS comps median of 16.5x. Therefore, it's imperative for management to execute very well moving forward. Otherwise, the risks for significant value compressions could potentially occur.\nUnity stock EV/NTM Revenue 1Y mean.\nUnity stock is highly volatile. Therefore, we have added the stock in batches throughout the year as we believe its inherent volatility should continue to create attractive opportunities. Hence, we have not joined impatient investors adding through the momentum spikes.\nNevertheless, Unity stock is trading near its 1Y revenue multiple mean. Despite that, it's clear that the stock is trading at a premium valuation.\nUnity revenue and adjusted EBITDA margins. Data source: S&P Capital IQ\nHowever, investors should note that Unity is estimated to gain significant operating leverage moving forward. Its top line is expected to increase at a CAGR of about 33% over the next three years (FY20-23). However, its adjusted EBITDA margin is projected to reach 7.3% in FY23, from -3.3% in the last FY. Hence, investors should start to pay more attention to Unity's bottom line growth moving forward. The company could begin gaining tremendous leverage and turn profitable on an adjusted EBITDA basis.\nConsequently, we believe it's appropriate for us to apply a DCF valuation framework that accounts for its operating leverage moving forward. It would allow us to appreciate the impact of its profit drivers better.\nUnity stock DCF valuation model. Data source: S&P Capital IQ, company filings, author\nHence, Unity stock seems to be right in our fair value zone right now. Investors who need a more considerable margin of safety can continue to wait for a potentially deeper retracement. However, investors who have high conviction could use this opportunity to add exposure to a fantastic company.\nConsequently,we revise our rating on Unity stock to Buy.","news_type":1,"symbols_score_info":{"U":0.9}},"isVote":1,"tweetType":1,"viewCount":4130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696907310,"gmtCreate":1640589965952,"gmtModify":1640589975560,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"All in.","listText":"All in.","text":"All in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696907310","repostId":"1115384970","repostType":4,"isVote":1,"tweetType":1,"viewCount":4234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698465891,"gmtCreate":1640498424628,"gmtModify":1640498424997,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"In. Like pls.","listText":"In. Like pls.","text":"In. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698465891","repostId":"2193033173","repostType":4,"isVote":1,"tweetType":1,"viewCount":3782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698465393,"gmtCreate":1640498357563,"gmtModify":1640498357961,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698465393","repostId":"1144001147","repostType":4,"repost":{"id":"1144001147","kind":"news","pubTimestamp":1640485026,"share":"https://www.laohu8.com/m/news/1144001147?lang=zh_CN&edition=full","pubTime":"2021-12-26 10:17","market":"us","language":"en","title":"A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后，Ocugen的处境很糟糕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144001147","media":"InvestorPlace","summary":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, t","content":"<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年，Ocugen（纳斯达克股票代码：OCGN）股票仍然是表现最好的股票之一。在此期间，该股已大涨超500%。该股的上涨始于2020年12月21日之后——从那里开始……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后，Ocugen的处境很糟糕</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\">\nA Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后，Ocugen的处境很糟糕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 10:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年，Ocugen（纳斯达克股票代码：OCGN）股票仍然是表现最好的股票之一。在此期间，该股已大涨超500%。该股的上涨始于2020年12月21日之后——从那里开始……</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">InvestorPlace</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":{"OCGN":"Ocugen"},"source_url":"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144001147","content_text":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there, the stock is up over 1,600%.\nHowever, it’s worth noting that OCGN stock was trading well below one dollar before it stitched a partnership with Bharat Biotech. The companies announced plans to begin manufacturing Covid-19 vaccines in the U.S. on Dec. 22 last year.\nBeyond the news of this partnership, there has been little to cheer for investors. OCGN stock traded at all-time highs of $18.77 in February and reached slightly lower peaks in May and November. The stock traded at $5.12 at the start of Dec. 23.\nOcugen will continue to underperform going forward. Even after the downtrend in the last few months, OCGN stock should be avoided.\nLet’s talk about the reasons to be bearish.\nFDA Approval Remains Elusive\nPfizer(NYSE:PFE) and Moderna(NASDAQ:MRNA) have been leaders in the vaccine race in the U.S. In a country where more than 70% of the population has already been vaccinated, Ocugen has yet to secure an approval from the U.S. Food and Drug Administration.\nBack in June, the biotech company’s application for emergency use authorization was rejected by the FDA. The recommendation by the FDA was to file for a biologics license application, which implies full approval.\nIn November, Ocugen announced that the FDA has “issued a clinical hold on the Company’s Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate.” The FDA will be identifying the specific deficiencies that form a basis for the clinical hold. Once Ocugen addresses these deficiencies, there will be some progress.\nThe key point is that it’s been over a year since Ocugen announced the partnership with Bharat Biotech. The company has still been unsuccessful from an approval perspective.\nIn July, Ocugen had also initiated a rolling submission to Health Canada for the vaccine. There is no positive news on that front either.\nLet’s imagine a scenario where Ocugen receives an approval for vaccine use in Q1 2022. This is very unlikely. However, even in an optimistic case scenario, Ocugen needs to compete in a market where vaccination percentage is high. There is unlikely to be a case for strong revenue and cash flow growth.\nCan Omicron Provide a Lifeline for OCGN Stock?\nThe omicron variant has been a cause of concern for governments globally. Ocugen and partner Bharat Biotech are currently studying the effectiveness of the vaccine against the variant.\nIf the vaccine proves to be effective, can it be a game-changer for Ocugen? Most likely, no.\nFirst and foremost, Moderna has announced that its Covid-19 booster increases neutralizing antibodies 37-fold against Omicron variant.\nFurthermore, Pfizer has announced that a third dose increases the “neutralizing antibody by 25-fold compared to two doses against the Omicron variant.”\nClearly, the leading vaccine makers have an edge. Even if Ocugen announces that its vaccine is effective against the omicron variant, the stock is unlikely to trend higher.\nPeople who have already taken two shots of Moderna or Pfizer are unlikely to pursue a booster shot with Ocugen. Additionally, Ocugen is still struggling for approval.\nIt’s also worth noting that Ocugen needs to share revenue with Bharat Biotech. The visibility for healthy cash flows is therefore very unlikely.\nOCGN Stock Will Trend Lower\nOCGN stock is likely to continue trending lower in the coming months. Without an approval, the company is rapidly losing out on any revenue and cash flow potential.\nThe company is building a pipeline of drugs for various indications. However, the pipeline for various indications is still at a pre-clinical stage.\nThe stock trend will therefore be dictated by the outcome of Covid-19 vaccine approval and revenue potential. Things seem bleak on that front.\nIt also seems unlikely that Ocugen has a capability to expand the vaccine partnership with Bharat Biotech to other countries.","news_type":1,"symbols_score_info":{"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":3967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698122582,"gmtCreate":1640323440813,"gmtModify":1640323441182,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"All in.","listText":"All in.","text":"All in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698122582","repostId":"1105709224","repostType":4,"repost":{"id":"1105709224","kind":"news","pubTimestamp":1640322562,"share":"https://www.laohu8.com/m/news/1105709224?lang=zh_CN&edition=full","pubTime":"2021-12-24 13:09","market":"us","language":"en","title":"Will Netflix Stock Hit $700 in 2022?<blockquote>Netflix股价会在2022年达到700美元吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105709224","media":"Motley Fool","summary":"Up just 17% in 2021, this streaming innovator might be poised for a huge run next year.","content":"<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Netflix was one of the biggest winners in 2020 during the depth of the pandemic, but things have been different this year.</li>  <li>The streaming company's production studios are largely up and running worldwide, increasing the likelihood of a normalized content slate in 2022.</li>  <li>If Netflix adds customers next year in line with historical growth, the stock should reach $700.</li> </ul> One of the biggest winners of the coronavirus pandemic was&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX). This top media business saw its stock price soar 67%&nbsp;in 2020,&nbsp;supported by a&nbsp;growing&nbsp;user&nbsp;base. With people stuck at home, the company experienced pulled-forward demand last year.</p><p><blockquote><ul><li>在疫情最严重的时期，Netflix是2020年最大的赢家之一，但今年情况有所不同。</li><li>这家流媒体公司的制作工作室大部分已在全球范围内建立并运行，这增加了2022年内容正常化的可能性。</li><li>如果Netflix明年增加的客户数量与历史增长一致，该股应该会达到700美元。</li></ul>冠状病毒大流行的最大赢家之一是<b>Netflix</b>（纳斯达克：NFLX）。在不断增长的用户群的支持下，这家顶级媒体企业的股价在2020年飙升了67%。由于人们被困在家里，该公司去年经历了需求的拉动。</blockquote></p><p> During the first nine months of 2021, however, Netflix added just 10 million subscribers, and the stock has significantly trailed the&nbsp;<b>S&amp;P 500</b>&nbsp;this year. The&nbsp;streaming industry&nbsp;is becoming increasingly crowded with new rivals coming to market, and with economies slowly opening back up, consumers want to enjoy other leisure activities.</p><p><blockquote>然而，2021年前9个月，Netflix仅增加了1000万订阅用户，该股大幅落后于<b>标普500</b>今年。随着新的竞争对手进入市场，流媒体行业变得越来越拥挤，随着经济慢慢恢复开放，消费者希望享受其他休闲活动。</blockquote></p><p> What does next year hold? Can Netflix's stock price reach $700 at some point in 2022? Let's find out.</p><p><blockquote>明年会发生什么？Netflix的股价能否在2022年某个时候达到700美元？让我们一探究竟。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f33834bd990b835cdac9f1e5c18110a\" tg-width=\"2000\" tg-height=\"1448\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Productions are up and running</b></p><p><blockquote><b>生产已启动并运行</b></blockquote></p><p> The pandemic caused major production delays in 2020, leading to a lighter content slate for Netflix at the beginning of this year. Therefore, it shouldn't surprise anyone that&nbsp;membership&nbsp;growth in the first half of 2021&nbsp;was weak.</p><p><blockquote>疫情在2020年造成了重大的制作延迟，导致今年年初网飞的内容变得更加轻松。因此，2021年上半年会员增长疲软不应让任何人感到惊讶。</blockquote></p><p> But management has said that productions are largely back up and running. The company is currently producing local content in&nbsp;45 different countries. As my colleague Adam Levy points out, streaming services need to&nbsp;introduce new hit series&nbsp;to gain new customers.</p><p><blockquote>但管理层表示，生产已基本恢复运行。该公司目前在45个不同的国家制作本地内容。正如我的同事亚当·利维（Adam Levy）指出的那样，流媒体服务需要推出新的热门剧集来获得新客户。</blockquote></p><p> And this costs money. Luckily for Netflix, it has deep pockets and will end 2021&nbsp;having spent $17&nbsp;billion in cash on content. Management expects the current three-month period to be the strongest fourth-quarter content&nbsp;offering&nbsp;ever, something that will help&nbsp;bring&nbsp;new&nbsp;customers to the service.</p><p><blockquote>这是要花钱的。对Netflix来说幸运的是，它财力雄厚，到2021年底将在内容上花费170亿美元现金。管理层预计，当前的三个月将是有史以来最强劲的第四季度内容提供，这将有助于为该服务带来新客户。</blockquote></p><p> \"Assuming no new COVID waves or unforeseen events that result in large-scale production shutdowns, we currently anticipate a more normalized content slate in 2022, with a greater number of originals in 2022 vs. 2021,\" the leadership team highlighted in the Q3 shareholder&nbsp;letter.</p><p><blockquote>领导团队在第三季度股东信中强调：“假设没有新的COVID浪潮或不可预见的事件导致大规模生产停工，我们目前预计2022年的内容列表将更加正常化，2022年的原创数量将比2021年更多。”</blockquote></p><p> When it comes to Netflix, Wall Street unsurprisingly fixates on one data point above all else: subscriber growth. This drives the stock price. Having fresh shows and movies on tap for 2022 will help expand the user base, which supports revenue and profit growth.</p><p><blockquote>当谈到Netflix时，华尔街不出所料地关注一个数据点：用户增长。这推动了股价。2022年推出新节目和电影将有助于扩大用户群，从而支持收入和利润增长。</blockquote></p><p> <b>Don't count this winner out</b></p><p><blockquote><b>不要把这个赢家排除在外</b></blockquote></p><p> I think it's completely realistic for Netflix to reach $700 a share by the end of 2022. Based on Dec. 21's closing stock price of $605, this would imply a roughly&nbsp;16% appreciation.</p><p><blockquote>我认为Netflix到2022年底达到每股700美元是完全现实的。根据12月21日605美元的收盘价计算，这意味着上涨约16%。</blockquote></p><p> After a couple of lumpy years, I think it's fair to assume that Netflix can add 25 million subscribers in 2022. This is in line with the growth in recent years, in the range of 25 million to 30 million member additions per year. Including estimates for the fourth quarter of 2021 and all of next year, the business should end 2022 with approximately 247 million&nbsp;customers.</p><p><blockquote>经过几年的坎坷，我认为可以公平地假设Netflix可以在2022年增加2500万用户。这与近年来每年增加2500万至3000万会员的增长一致。包括对2021年第四季度和明年全年的估计，该业务到2022年底将拥有约2.47亿客户。</blockquote></p><p> Now, what the stock price does depends on how much Netflix's results can surprise Wall Street to the upside. With&nbsp;<b>Walt&nbsp;Disney</b>'s Disney+ service reporting&nbsp;disappointing subscriber growth&nbsp;of 2.1 million in its latest fiscal quarter, I suspect the sentiment for streaming companies is weak heading into the new year. Moreover, reopening economies add pessimism for streaming services, which tend to benefit from lockdowns and anti-pandemic policies.</p><p><blockquote>现在，股价走势取决于Netflix的业绩能给华尔街带来多大惊喜。与<b>迪斯尼</b>Disney+服务报告称，最近一个财季的订户增长了210万，令人失望，我怀疑流媒体公司在进入新的一年时的情绪疲软。此外，经济重新开放加剧了流媒体服务的悲观情绪，这些服务往往受益于封锁和抗疫政策。</blockquote></p><p> Therefore, if Netflix increases its customer base by 25 million next year, which is outstanding growth in any case, I see the stock rising meaningfully. What's more, expanding profitability and positive free cash flow in 2022 will boost optimism surrounding the business.</p><p><blockquote>因此，如果Netflix明年的客户群增加2500万（无论如何这都是出色的增长），我认为该股将大幅上涨。更重要的是，2022年盈利能力的扩大和正的自由现金流将提振人们对该业务的乐观情绪。</blockquote></p><p> Analysts forecast Netflix's earnings to grow 23%&nbsp;in 2022. Even if the current price-to-earnings ratio of&nbsp;55 comes down slightly, the stock will likely hit $700 in 12 months. Factoring in the likelihood of positive surprises when the company reports quarterly results throughout the year, $700 per share might be a conservative price target.</p><p><blockquote>分析师预测Netflix 2022年盈利将增长23%。即使目前55的市盈率略有下降，该股也可能在12个月内触及700美元。考虑到公司全年公布季度业绩时可能出现积极惊喜的可能性，每股700美元可能是一个保守的目标价。</blockquote></p><p> Even a more mature Netflix can provide outstanding returns for shareholders in 2022.</p><p><blockquote>即使是更成熟的奈飞，也能在2022年为股东提供出色的回报。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Will Netflix Stock Hit $700 in 2022?<blockquote>Netflix股价会在2022年达到700美元吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWill Netflix Stock Hit $700 in 2022?<blockquote>Netflix股价会在2022年达到700美元吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 13:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Key Points</b></p><p><blockquote><b>要点</b></blockquote></p><p> <ul>  <li>Netflix was one of the biggest winners in 2020 during the depth of the pandemic, but things have been different this year.</li>  <li>The streaming company's production studios are largely up and running worldwide, increasing the likelihood of a normalized content slate in 2022.</li>  <li>If Netflix adds customers next year in line with historical growth, the stock should reach $700.</li> </ul> One of the biggest winners of the coronavirus pandemic was&nbsp;<b>Netflix</b>&nbsp;(NASDAQ:NFLX). This top media business saw its stock price soar 67%&nbsp;in 2020,&nbsp;supported by a&nbsp;growing&nbsp;user&nbsp;base. With people stuck at home, the company experienced pulled-forward demand last year.</p><p><blockquote><ul><li>在疫情最严重的时期，Netflix是2020年最大的赢家之一，但今年情况有所不同。</li><li>这家流媒体公司的制作工作室大部分已在全球范围内建立并运行，这增加了2022年内容正常化的可能性。</li><li>如果Netflix明年增加的客户数量与历史增长一致，该股应该会达到700美元。</li></ul>冠状病毒大流行的最大赢家之一是<b>Netflix</b>（纳斯达克：NFLX）。在不断增长的用户群的支持下，这家顶级媒体企业的股价在2020年飙升了67%。由于人们被困在家里，该公司去年经历了需求的拉动。</blockquote></p><p> During the first nine months of 2021, however, Netflix added just 10 million subscribers, and the stock has significantly trailed the&nbsp;<b>S&amp;P 500</b>&nbsp;this year. The&nbsp;streaming industry&nbsp;is becoming increasingly crowded with new rivals coming to market, and with economies slowly opening back up, consumers want to enjoy other leisure activities.</p><p><blockquote>然而，2021年前9个月，Netflix仅增加了1000万订阅用户，该股大幅落后于<b>标普500</b>今年。随着新的竞争对手进入市场，流媒体行业变得越来越拥挤，随着经济慢慢恢复开放，消费者希望享受其他休闲活动。</blockquote></p><p> What does next year hold? Can Netflix's stock price reach $700 at some point in 2022? Let's find out.</p><p><blockquote>明年会发生什么？Netflix的股价能否在2022年某个时候达到700美元？让我们一探究竟。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f33834bd990b835cdac9f1e5c18110a\" tg-width=\"2000\" tg-height=\"1448\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Productions are up and running</b></p><p><blockquote><b>生产已启动并运行</b></blockquote></p><p> The pandemic caused major production delays in 2020, leading to a lighter content slate for Netflix at the beginning of this year. Therefore, it shouldn't surprise anyone that&nbsp;membership&nbsp;growth in the first half of 2021&nbsp;was weak.</p><p><blockquote>疫情在2020年造成了重大的制作延迟，导致今年年初网飞的内容变得更加轻松。因此，2021年上半年会员增长疲软不应让任何人感到惊讶。</blockquote></p><p> But management has said that productions are largely back up and running. The company is currently producing local content in&nbsp;45 different countries. As my colleague Adam Levy points out, streaming services need to&nbsp;introduce new hit series&nbsp;to gain new customers.</p><p><blockquote>但管理层表示，生产已基本恢复运行。该公司目前在45个不同的国家制作本地内容。正如我的同事亚当·利维（Adam Levy）指出的那样，流媒体服务需要推出新的热门剧集来获得新客户。</blockquote></p><p> And this costs money. Luckily for Netflix, it has deep pockets and will end 2021&nbsp;having spent $17&nbsp;billion in cash on content. Management expects the current three-month period to be the strongest fourth-quarter content&nbsp;offering&nbsp;ever, something that will help&nbsp;bring&nbsp;new&nbsp;customers to the service.</p><p><blockquote>这是要花钱的。对Netflix来说幸运的是，它财力雄厚，到2021年底将在内容上花费170亿美元现金。管理层预计，当前的三个月将是有史以来最强劲的第四季度内容提供，这将有助于为该服务带来新客户。</blockquote></p><p> \"Assuming no new COVID waves or unforeseen events that result in large-scale production shutdowns, we currently anticipate a more normalized content slate in 2022, with a greater number of originals in 2022 vs. 2021,\" the leadership team highlighted in the Q3 shareholder&nbsp;letter.</p><p><blockquote>领导团队在第三季度股东信中强调：“假设没有新的COVID浪潮或不可预见的事件导致大规模生产停工，我们目前预计2022年的内容列表将更加正常化，2022年的原创数量将比2021年更多。”</blockquote></p><p> When it comes to Netflix, Wall Street unsurprisingly fixates on one data point above all else: subscriber growth. This drives the stock price. Having fresh shows and movies on tap for 2022 will help expand the user base, which supports revenue and profit growth.</p><p><blockquote>当谈到Netflix时，华尔街不出所料地关注一个数据点：用户增长。这推动了股价。2022年推出新节目和电影将有助于扩大用户群，从而支持收入和利润增长。</blockquote></p><p> <b>Don't count this winner out</b></p><p><blockquote><b>不要把这个赢家排除在外</b></blockquote></p><p> I think it's completely realistic for Netflix to reach $700 a share by the end of 2022. Based on Dec. 21's closing stock price of $605, this would imply a roughly&nbsp;16% appreciation.</p><p><blockquote>我认为Netflix到2022年底达到每股700美元是完全现实的。根据12月21日605美元的收盘价计算，这意味着上涨约16%。</blockquote></p><p> After a couple of lumpy years, I think it's fair to assume that Netflix can add 25 million subscribers in 2022. This is in line with the growth in recent years, in the range of 25 million to 30 million member additions per year. Including estimates for the fourth quarter of 2021 and all of next year, the business should end 2022 with approximately 247 million&nbsp;customers.</p><p><blockquote>经过几年的坎坷，我认为可以公平地假设Netflix可以在2022年增加2500万用户。这与近年来每年增加2500万至3000万会员的增长一致。包括对2021年第四季度和明年全年的估计，该业务到2022年底将拥有约2.47亿客户。</blockquote></p><p> Now, what the stock price does depends on how much Netflix's results can surprise Wall Street to the upside. With&nbsp;<b>Walt&nbsp;Disney</b>'s Disney+ service reporting&nbsp;disappointing subscriber growth&nbsp;of 2.1 million in its latest fiscal quarter, I suspect the sentiment for streaming companies is weak heading into the new year. Moreover, reopening economies add pessimism for streaming services, which tend to benefit from lockdowns and anti-pandemic policies.</p><p><blockquote>现在，股价走势取决于Netflix的业绩能给华尔街带来多大惊喜。与<b>迪斯尼</b>Disney+服务报告称，最近一个财季的订户增长了210万，令人失望，我怀疑流媒体公司在进入新的一年时的情绪疲软。此外，经济重新开放加剧了流媒体服务的悲观情绪，这些服务往往受益于封锁和抗疫政策。</blockquote></p><p> Therefore, if Netflix increases its customer base by 25 million next year, which is outstanding growth in any case, I see the stock rising meaningfully. What's more, expanding profitability and positive free cash flow in 2022 will boost optimism surrounding the business.</p><p><blockquote>因此，如果Netflix明年的客户群增加2500万（无论如何这都是出色的增长），我认为该股将大幅上涨。更重要的是，2022年盈利能力的扩大和正的自由现金流将提振人们对该业务的乐观情绪。</blockquote></p><p> Analysts forecast Netflix's earnings to grow 23%&nbsp;in 2022. Even if the current price-to-earnings ratio of&nbsp;55 comes down slightly, the stock will likely hit $700 in 12 months. Factoring in the likelihood of positive surprises when the company reports quarterly results throughout the year, $700 per share might be a conservative price target.</p><p><blockquote>分析师预测Netflix 2022年盈利将增长23%。即使目前55的市盈率略有下降，该股也可能在12个月内触及700美元。考虑到公司全年公布季度业绩时可能出现积极惊喜的可能性，每股700美元可能是一个保守的目标价。</blockquote></p><p> Even a more mature Netflix can provide outstanding returns for shareholders in 2022.</p><p><blockquote>即使是更成熟的奈飞，也能在2022年为股东提供出色的回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/23/will-netflix-stock-hit-700-in-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://www.fool.com/investing/2021/12/23/will-netflix-stock-hit-700-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105709224","content_text":"Key Points\n\nNetflix was one of the biggest winners in 2020 during the depth of the pandemic, but things have been different this year.\nThe streaming company's production studios are largely up and running worldwide, increasing the likelihood of a normalized content slate in 2022.\nIf Netflix adds customers next year in line with historical growth, the stock should reach $700.\n\nOne of the biggest winners of the coronavirus pandemic was Netflix (NASDAQ:NFLX). This top media business saw its stock price soar 67% in 2020, supported by a growing user base. With people stuck at home, the company experienced pulled-forward demand last year.\nDuring the first nine months of 2021, however, Netflix added just 10 million subscribers, and the stock has significantly trailed the S&P 500 this year. The streaming industry is becoming increasingly crowded with new rivals coming to market, and with economies slowly opening back up, consumers want to enjoy other leisure activities.\nWhat does next year hold? Can Netflix's stock price reach $700 at some point in 2022? Let's find out.\nIMAGE SOURCE: GETTY IMAGES.\nProductions are up and running\nThe pandemic caused major production delays in 2020, leading to a lighter content slate for Netflix at the beginning of this year. Therefore, it shouldn't surprise anyone that membership growth in the first half of 2021 was weak.\nBut management has said that productions are largely back up and running. The company is currently producing local content in 45 different countries. As my colleague Adam Levy points out, streaming services need to introduce new hit series to gain new customers.\nAnd this costs money. Luckily for Netflix, it has deep pockets and will end 2021 having spent $17 billion in cash on content. Management expects the current three-month period to be the strongest fourth-quarter content offering ever, something that will help bring new customers to the service.\n\"Assuming no new COVID waves or unforeseen events that result in large-scale production shutdowns, we currently anticipate a more normalized content slate in 2022, with a greater number of originals in 2022 vs. 2021,\" the leadership team highlighted in the Q3 shareholder letter.\nWhen it comes to Netflix, Wall Street unsurprisingly fixates on one data point above all else: subscriber growth. This drives the stock price. Having fresh shows and movies on tap for 2022 will help expand the user base, which supports revenue and profit growth.\nDon't count this winner out\nI think it's completely realistic for Netflix to reach $700 a share by the end of 2022. Based on Dec. 21's closing stock price of $605, this would imply a roughly 16% appreciation.\nAfter a couple of lumpy years, I think it's fair to assume that Netflix can add 25 million subscribers in 2022. This is in line with the growth in recent years, in the range of 25 million to 30 million member additions per year. Including estimates for the fourth quarter of 2021 and all of next year, the business should end 2022 with approximately 247 million customers.\nNow, what the stock price does depends on how much Netflix's results can surprise Wall Street to the upside. With Walt Disney's Disney+ service reporting disappointing subscriber growth of 2.1 million in its latest fiscal quarter, I suspect the sentiment for streaming companies is weak heading into the new year. Moreover, reopening economies add pessimism for streaming services, which tend to benefit from lockdowns and anti-pandemic policies.\nTherefore, if Netflix increases its customer base by 25 million next year, which is outstanding growth in any case, I see the stock rising meaningfully. What's more, expanding profitability and positive free cash flow in 2022 will boost optimism surrounding the business.\nAnalysts forecast Netflix's earnings to grow 23% in 2022. Even if the current price-to-earnings ratio of 55 comes down slightly, the stock will likely hit $700 in 12 months. Factoring in the likelihood of positive surprises when the company reports quarterly results throughout the year, $700 per share might be a conservative price target.\nEven a more mature Netflix can provide outstanding returns for shareholders in 2022.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698122240,"gmtCreate":1640323421437,"gmtModify":1640323424232,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/698122240","repostId":"1105843279","repostType":4,"isVote":1,"tweetType":1,"viewCount":4808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698122681,"gmtCreate":1640323409041,"gmtModify":1640323423877,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Down please...","listText":"Down please...","text":"Down please...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698122681","repostId":"2193078140","repostType":4,"isVote":1,"tweetType":1,"viewCount":4870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698992799,"gmtCreate":1640272280029,"gmtModify":1640272280385,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Yeah. Like pls.","listText":"Yeah. Like pls.","text":"Yeah. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698992799","repostId":"1152565085","repostType":4,"repost":{"id":"1152565085","kind":"news","pubTimestamp":1640272176,"share":"https://www.laohu8.com/m/news/1152565085?lang=zh_CN&edition=full","pubTime":"2021-12-23 23:09","market":"us","language":"en","title":"Intel to Expand in France, Germany and Italy in Comeback<blockquote>英特尔将在法国、德国和意大利扩张</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152565085","media":"Bloomberg","summary":"(Bloomberg) -- Intel Corp.’s global push to increase capacity will include adding facilities in Fran","content":"<p>(Bloomberg) -- Intel Corp.’s global push to increase capacity will include adding facilities in France and Italy, as well as putting a major production site in Germany, according to people familiar with negotiations.</p><p><blockquote>（彭博社）-据知情人士透露，英特尔公司在全球范围内提高产能的努力将包括在法国和意大利增加工厂，以及在德国建立一个主要生产基地。</blockquote></p><p> France will be home to a research and design center, and Italy will be the location of a test and assembly factory, according to the people, who asked not to be identified because the plan hasn’t been announced. The main wafer fabrication plant, or fab, will likely be built in Germany, according to the people. Altogether, the expansion will cost tens of billions of dollars.</p><p><blockquote>据知情人士透露，法国将成为研究和设计中心的所在地，意大利将成为测试和组装工厂的所在地。由于该计划尚未公布，这些知情人士要求匿名。据知情人士透露，主要的晶圆制造厂（fab）可能会建在德国。总的来说，扩建将耗资数百亿美元。</blockquote></p><p> Chief Executive Officer Pat Gelsinger is trying to restore the world’s largest chipmaker to its former glory. The company has lost its technological edge to rivals and ceded market share -- something the spending binge is meant to address. Gelsinger also wants to bring more production back to the U.S. and Europe, counterbalancing Asia’s manufacturing dominance.</p><p><blockquote>首席执行官帕特·基辛格(Pat Gelsinger)正试图让这家全球最大的芯片制造商恢复昔日的辉煌。该公司已经将技术优势输给了竞争对手，并放弃了市场份额——这正是支出狂潮旨在解决的问题。基辛格还希望将更多生产带回美国和欧洲，平衡亚洲的制造业主导地位。</blockquote></p><p> Representatives of the French, German and Italian governments declined to comment, as did Intel spokespeople in Europe and the U.S.</p><p><blockquote>法国、德国和意大利政府代表拒绝置评，英特尔在欧洲和美国的发言人也拒绝置评。</blockquote></p><p> For Europe, the move would slow its decline as a manufacturing base in the $400 billion chip industry. The U.S. company has an existing plant in Ireland and there are older former Advanced Micro Devices Inc. processor factories that are owned by Globalfoundries Inc. in Dresden, Germany. But European manufacturers typically don’t make the kind of advanced logic chips that are regarded as the state of the art in the industry.</p><p><blockquote>对于欧洲来说，此举将减缓其作为4000亿美元芯片行业制造基地的衰落。这家美国公司在爱尔兰有一家现有工厂，在德国德累斯顿还有Globalfoundries Inc.拥有的较老的前Advanced Micro Devices Inc.处理器工厂。但欧洲制造商通常不生产被视为业内最先进的先进逻辑芯片。</blockquote></p><p> NXP Semiconductors NV and STMicroelectronics NV are the continent’s two largest homegrown chipmakers. They focus on parts for cars and other equipment -- rather than the advanced computer processors that are Intel’s specialty.</p><p><blockquote>恩智浦半导体公司和意法半导体公司是非洲大陆最大的两家本土芯片制造商。他们专注于汽车和其他设备的零部件，而不是英特尔擅长的先进计算机处理器。</blockquote></p><p> A global chip shortage also has renewed concerns about the concentration of production in Asia. Manufacturers such as Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co. have grown increasingly deft at producing chips, forcing Intel to play catch-up. Gelsinger has argued that spreading manufacturing around the world will help avoid the kinds of supply constraints that have hobbled whole industries this year, including automakers.</p><p><blockquote>全球芯片短缺也重新引发了人们对生产集中在亚洲的担忧。台积电公司和三星电子公司等制造商在生产芯片方面越来越熟练，迫使英特尔奋起直追。基辛格认为，将制造业扩展到世界各地将有助于避免今年阻碍包括汽车制造商在内的整个行业的供应限制。</blockquote></p><p> Part of Gelsinger’s plan is to build factories that make chips for other companies, directly rivaling TSMC in the so-called foundry business. Until now, Intel has typically only manufactured chips of its own design.</p><p><blockquote>基辛格计划的一部分是建立为其他公司制造芯片的工厂，在所谓的代工业务上直接与台积电竞争。到目前为止，英特尔通常只制造自己设计的芯片。</blockquote></p><p> To help fund his ambitions, he’s called on lawmakers on both sides of the Atlantic to give public money in the form of tax breaks and grants to chipmakers willing to build plants in Europe and the U.S.</p><p><blockquote>为了资助他的雄心，他呼吁大西洋两岸的立法者以税收减免和拨款的形式向愿意在欧洲和美国建厂的芯片制造商提供公共资金。</blockquote></p><p> By spreading around Intel’s spending, Gelsinger may be trying to placate as many EU members as he can to try to make sure that none of them try to object any central funding that’s made available. But the plans aren’t final yet. The mega-fab will likely be built in Saxony, with German regions of Saxony-Anhalt and Bavaria also in the running for the new factory.</p><p><blockquote>通过分散英特尔的支出，基辛格可能试图安抚尽可能多的欧盟成员国，以确保他们中没有人试图反对任何可用的中央资金。但是计划还没有最终确定。该大型工厂可能会建在萨克森州，德国萨克森-安哈尔特州和巴伐利亚州也在争夺新工厂。</blockquote></p><p> Intel’s ambitious new ventures could bring thousands of jobs. The company is also planning to create 4,000 jobs in Malaysia via a $7.1 billion investment in new chip packaging facilities.</p><p><blockquote>英特尔雄心勃勃的新企业可能会带来数千个就业机会。该公司还计划通过投资71亿美元建设新的芯片封装设施，在马来西亚创造4,000个就业岗位。</blockquote></p><p> Intel’s shares increased 1.2% in early trading Thursday.</p><p><blockquote>英特尔股价周四早盘上涨1.2%。</blockquote></p><p> Even with the potential government help, Intel is budgeting as much as $28 billion for new plants and equipment in 2022, up from roughly $18 billion this year. The spending plans have jarred investors, who worry about the toll on profit. But the massive increase in expenditures will only put Intel on course to keep up with TSMC and Samsung’s spending.</p><p><blockquote>即使有政府的潜在帮助，英特尔2022年的新工厂和设备预算仍高达280亿美元，高于今年的约180亿美元。这些支出计划令投资者感到不安，他们担心利润会受到影响。但支出的大幅增加只会让英特尔跟上台积电和三星的支出。</blockquote></p><p> Shares of Intel, based in Santa Clara, California, have gained just 2.3% this year -- even as its peers have enjoyed boom times. The Philadelphia Stock Exchange Semiconductor Index has climbed 39%, with companies such as Nvidia Corp. more than doubling.</p><p><blockquote>总部位于加利福尼亚州圣克拉拉的英特尔股价今年仅上涨了2.3%，尽管其同行经历了繁荣时期。费城证券交易所半导体指数上涨了39%，英伟达公司等公司的股价上涨了一倍多。</blockquote></p><p> State-of-the art chip production plants cost more than $20 billion, and their most expensive component -- machinery -- is usually obsolete within five years. The German plant could have a price tag in that range. The Italian test and assembly plant, meanwhile, will cost around $10 billion. Intel and government officials there are still negotiating on the site, with Sicily being one area under consideration, according to one of the people familiar with the situation.</p><p><blockquote>最先进的芯片生产厂耗资超过200亿美元，其最昂贵的部件——机械——通常会在五年内过时。德国工厂的价格标签可能在这个范围内。与此同时，意大利测试和装配厂将耗资约100亿美元。据一位知情人士透露，英特尔和那里的政府官员仍在就该地点进行谈判，西西里岛是正在考虑的地区之一。</blockquote></p><p> The French R&amp;D center may be built in either Paris or Grenoble, according to another person. Such facilities typically cost only a fraction of the amount needed to build a factory.</p><p><blockquote>另一位人士称，法国研发中心可能建在巴黎或格勒诺布尔。此类设施的成本通常仅为建造工厂所需成本的一小部分。</blockquote></p><p></p>","source":"lsy1612507957220","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 to Expand in France, Germany and Italy in Comeback<blockquote>英特尔将在法国、德国和意大利扩张</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 to Expand in France, Germany and Italy in Comeback<blockquote>英特尔将在法国、德国和意大利扩张</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-12-23 23:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Intel Corp.’s global push to increase capacity will include adding facilities in France and Italy, as well as putting a major production site in Germany, according to people familiar with negotiations.</p><p><blockquote>（彭博社）-据知情人士透露，英特尔公司在全球范围内提高产能的努力将包括在法国和意大利增加工厂，以及在德国建立一个主要生产基地。</blockquote></p><p> France will be home to a research and design center, and Italy will be the location of a test and assembly factory, according to the people, who asked not to be identified because the plan hasn’t been announced. The main wafer fabrication plant, or fab, will likely be built in Germany, according to the people. Altogether, the expansion will cost tens of billions of dollars.</p><p><blockquote>据知情人士透露，法国将成为研究和设计中心的所在地，意大利将成为测试和组装工厂的所在地。由于该计划尚未公布，这些知情人士要求匿名。据知情人士透露，主要的晶圆制造厂（fab）可能会建在德国。总的来说，扩建将耗资数百亿美元。</blockquote></p><p> Chief Executive Officer Pat Gelsinger is trying to restore the world’s largest chipmaker to its former glory. The company has lost its technological edge to rivals and ceded market share -- something the spending binge is meant to address. Gelsinger also wants to bring more production back to the U.S. and Europe, counterbalancing Asia’s manufacturing dominance.</p><p><blockquote>首席执行官帕特·基辛格(Pat Gelsinger)正试图让这家全球最大的芯片制造商恢复昔日的辉煌。该公司已经将技术优势输给了竞争对手，并放弃了市场份额——这正是支出狂潮旨在解决的问题。基辛格还希望将更多生产带回美国和欧洲，平衡亚洲的制造业主导地位。</blockquote></p><p> Representatives of the French, German and Italian governments declined to comment, as did Intel spokespeople in Europe and the U.S.</p><p><blockquote>法国、德国和意大利政府代表拒绝置评，英特尔在欧洲和美国的发言人也拒绝置评。</blockquote></p><p> For Europe, the move would slow its decline as a manufacturing base in the $400 billion chip industry. The U.S. company has an existing plant in Ireland and there are older former Advanced Micro Devices Inc. processor factories that are owned by Globalfoundries Inc. in Dresden, Germany. But European manufacturers typically don’t make the kind of advanced logic chips that are regarded as the state of the art in the industry.</p><p><blockquote>对于欧洲来说，此举将减缓其作为4000亿美元芯片行业制造基地的衰落。这家美国公司在爱尔兰有一家现有工厂，在德国德累斯顿还有Globalfoundries Inc.拥有的较老的前Advanced Micro Devices Inc.处理器工厂。但欧洲制造商通常不生产被视为业内最先进的先进逻辑芯片。</blockquote></p><p> NXP Semiconductors NV and STMicroelectronics NV are the continent’s two largest homegrown chipmakers. They focus on parts for cars and other equipment -- rather than the advanced computer processors that are Intel’s specialty.</p><p><blockquote>恩智浦半导体公司和意法半导体公司是非洲大陆最大的两家本土芯片制造商。他们专注于汽车和其他设备的零部件，而不是英特尔擅长的先进计算机处理器。</blockquote></p><p> A global chip shortage also has renewed concerns about the concentration of production in Asia. Manufacturers such as Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co. have grown increasingly deft at producing chips, forcing Intel to play catch-up. Gelsinger has argued that spreading manufacturing around the world will help avoid the kinds of supply constraints that have hobbled whole industries this year, including automakers.</p><p><blockquote>全球芯片短缺也重新引发了人们对生产集中在亚洲的担忧。台积电公司和三星电子公司等制造商在生产芯片方面越来越熟练，迫使英特尔奋起直追。基辛格认为，将制造业扩展到世界各地将有助于避免今年阻碍包括汽车制造商在内的整个行业的供应限制。</blockquote></p><p> Part of Gelsinger’s plan is to build factories that make chips for other companies, directly rivaling TSMC in the so-called foundry business. Until now, Intel has typically only manufactured chips of its own design.</p><p><blockquote>基辛格计划的一部分是建立为其他公司制造芯片的工厂，在所谓的代工业务上直接与台积电竞争。到目前为止，英特尔通常只制造自己设计的芯片。</blockquote></p><p> To help fund his ambitions, he’s called on lawmakers on both sides of the Atlantic to give public money in the form of tax breaks and grants to chipmakers willing to build plants in Europe and the U.S.</p><p><blockquote>为了资助他的雄心，他呼吁大西洋两岸的立法者以税收减免和拨款的形式向愿意在欧洲和美国建厂的芯片制造商提供公共资金。</blockquote></p><p> By spreading around Intel’s spending, Gelsinger may be trying to placate as many EU members as he can to try to make sure that none of them try to object any central funding that’s made available. But the plans aren’t final yet. The mega-fab will likely be built in Saxony, with German regions of Saxony-Anhalt and Bavaria also in the running for the new factory.</p><p><blockquote>通过分散英特尔的支出，基辛格可能试图安抚尽可能多的欧盟成员国，以确保他们中没有人试图反对任何可用的中央资金。但是计划还没有最终确定。该大型工厂可能会建在萨克森州，德国萨克森-安哈尔特州和巴伐利亚州也在争夺新工厂。</blockquote></p><p> Intel’s ambitious new ventures could bring thousands of jobs. The company is also planning to create 4,000 jobs in Malaysia via a $7.1 billion investment in new chip packaging facilities.</p><p><blockquote>英特尔雄心勃勃的新企业可能会带来数千个就业机会。该公司还计划通过投资71亿美元建设新的芯片封装设施，在马来西亚创造4,000个就业岗位。</blockquote></p><p> Intel’s shares increased 1.2% in early trading Thursday.</p><p><blockquote>英特尔股价周四早盘上涨1.2%。</blockquote></p><p> Even with the potential government help, Intel is budgeting as much as $28 billion for new plants and equipment in 2022, up from roughly $18 billion this year. The spending plans have jarred investors, who worry about the toll on profit. But the massive increase in expenditures will only put Intel on course to keep up with TSMC and Samsung’s spending.</p><p><blockquote>即使有政府的潜在帮助，英特尔2022年的新工厂和设备预算仍高达280亿美元，高于今年的约180亿美元。这些支出计划令投资者感到不安，他们担心利润会受到影响。但支出的大幅增加只会让英特尔跟上台积电和三星的支出。</blockquote></p><p> Shares of Intel, based in Santa Clara, California, have gained just 2.3% this year -- even as its peers have enjoyed boom times. The Philadelphia Stock Exchange Semiconductor Index has climbed 39%, with companies such as Nvidia Corp. more than doubling.</p><p><blockquote>总部位于加利福尼亚州圣克拉拉的英特尔股价今年仅上涨了2.3%，尽管其同行经历了繁荣时期。费城证券交易所半导体指数上涨了39%，英伟达公司等公司的股价上涨了一倍多。</blockquote></p><p> State-of-the art chip production plants cost more than $20 billion, and their most expensive component -- machinery -- is usually obsolete within five years. The German plant could have a price tag in that range. The Italian test and assembly plant, meanwhile, will cost around $10 billion. Intel and government officials there are still negotiating on the site, with Sicily being one area under consideration, according to one of the people familiar with the situation.</p><p><blockquote>最先进的芯片生产厂耗资超过200亿美元，其最昂贵的部件——机械——通常会在五年内过时。德国工厂的价格标签可能在这个范围内。与此同时，意大利测试和装配厂将耗资约100亿美元。据一位知情人士透露，英特尔和那里的政府官员仍在就该地点进行谈判，西西里岛是正在考虑的地区之一。</blockquote></p><p> The French R&amp;D center may be built in either Paris or Grenoble, according to another person. Such facilities typically cost only a fraction of the amount needed to build a factory.</p><p><blockquote>另一位人士称，法国研发中心可能建在巴黎或格勒诺布尔。此类设施的成本通常仅为建造工厂所需成本的一小部分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/intel-expand-france-germany-italy-091904071.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://finance.yahoo.com/news/intel-expand-france-germany-italy-091904071.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152565085","content_text":"(Bloomberg) -- Intel Corp.’s global push to increase capacity will include adding facilities in France and Italy, as well as putting a major production site in Germany, according to people familiar with negotiations.\nFrance will be home to a research and design center, and Italy will be the location of a test and assembly factory, according to the people, who asked not to be identified because the plan hasn’t been announced. The main wafer fabrication plant, or fab, will likely be built in Germany, according to the people. Altogether, the expansion will cost tens of billions of dollars.\nChief Executive Officer Pat Gelsinger is trying to restore the world’s largest chipmaker to its former glory. The company has lost its technological edge to rivals and ceded market share -- something the spending binge is meant to address. Gelsinger also wants to bring more production back to the U.S. and Europe, counterbalancing Asia’s manufacturing dominance.\nRepresentatives of the French, German and Italian governments declined to comment, as did Intel spokespeople in Europe and the U.S.\nFor Europe, the move would slow its decline as a manufacturing base in the $400 billion chip industry. The U.S. company has an existing plant in Ireland and there are older former Advanced Micro Devices Inc. processor factories that are owned by Globalfoundries Inc. in Dresden, Germany. But European manufacturers typically don’t make the kind of advanced logic chips that are regarded as the state of the art in the industry.\nNXP Semiconductors NV and STMicroelectronics NV are the continent’s two largest homegrown chipmakers. They focus on parts for cars and other equipment -- rather than the advanced computer processors that are Intel’s specialty.\nA global chip shortage also has renewed concerns about the concentration of production in Asia. Manufacturers such as Taiwan Semiconductor Manufacturing Co. and South Korea’s Samsung Electronics Co. have grown increasingly deft at producing chips, forcing Intel to play catch-up. Gelsinger has argued that spreading manufacturing around the world will help avoid the kinds of supply constraints that have hobbled whole industries this year, including automakers.\nPart of Gelsinger’s plan is to build factories that make chips for other companies, directly rivaling TSMC in the so-called foundry business. Until now, Intel has typically only manufactured chips of its own design.\nTo help fund his ambitions, he’s called on lawmakers on both sides of the Atlantic to give public money in the form of tax breaks and grants to chipmakers willing to build plants in Europe and the U.S.\nBy spreading around Intel’s spending, Gelsinger may be trying to placate as many EU members as he can to try to make sure that none of them try to object any central funding that’s made available. But the plans aren’t final yet. The mega-fab will likely be built in Saxony, with German regions of Saxony-Anhalt and Bavaria also in the running for the new factory.\nIntel’s ambitious new ventures could bring thousands of jobs. The company is also planning to create 4,000 jobs in Malaysia via a $7.1 billion investment in new chip packaging facilities.\nIntel’s shares increased 1.2% in early trading Thursday.\nEven with the potential government help, Intel is budgeting as much as $28 billion for new plants and equipment in 2022, up from roughly $18 billion this year. The spending plans have jarred investors, who worry about the toll on profit. But the massive increase in expenditures will only put Intel on course to keep up with TSMC and Samsung’s spending.\nShares of Intel, based in Santa Clara, California, have gained just 2.3% this year -- even as its peers have enjoyed boom times. The Philadelphia Stock Exchange Semiconductor Index has climbed 39%, with companies such as Nvidia Corp. more than doubling.\nState-of-the art chip production plants cost more than $20 billion, and their most expensive component -- machinery -- is usually obsolete within five years. The German plant could have a price tag in that range. The Italian test and assembly plant, meanwhile, will cost around $10 billion. Intel and government officials there are still negotiating on the site, with Sicily being one area under consideration, according to one of the people familiar with the situation.\nThe French R&D center may be built in either Paris or Grenoble, according to another person. Such facilities typically cost only a fraction of the amount needed to build a factory.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698992578,"gmtCreate":1640272265143,"gmtModify":1640272265499,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Wow. Like pls.","listText":"Wow. Like pls.","text":"Wow. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/698992578","repostId":"1177863167","repostType":4,"repost":{"id":"1177863167","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":1640270946,"share":"https://www.laohu8.com/m/news/1177863167?lang=zh_CN&edition=full","pubTime":"2021-12-23 22:49","market":"us","language":"en","title":"Tencent ADR rose more than 4% in early trading<blockquote>腾讯控股ADR早盘涨超4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177863167","media":"Tiger Newspress","summary":"Tencent ADR rose more than 4% in early trading.Tencent said on Thursday it will transfer HK$127.69 b","content":"<p>Tencent&nbsp;ADR&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;early&nbsp;trading.<img src=\"https://static.tigerbbs.com/5c64eef1168fcdac16b6cdfe487310c5\" tg-width=\"707\" tg-height=\"595\" width=\"100%\" height=\"auto\">Tencent said on Thursday it will transfer HK$127.69 billion ($16.37 billion) worth of its JD.com stake to shareholders, slashing its holding in China's second-biggest e-commerce company to 2.3% from around 17% now and losing its spot as JD.com's biggest shareholder to Walmart(WMT.N).</p><p><blockquote>腾讯控股ADR早盘涨超4%。腾讯控股周四表示，将把价值1276.9亿港元（合163.7亿美元）的京东股份转让给股东，将其在这家中国第二大电子商务公司的持股比例从目前的17%左右削减至2.3%，并失去京东最大股东的地位。沃尔玛（WMT.N）。</blockquote></p><p> The owner of WeChat, which first invested in JD.com in 2014, said it was the right time for the divestment, given the e-commerce firm had reached a stage where it can self-finance its growth.</p><p><blockquote>2014年首次投资京东的微信所有者表示，鉴于这家电子商务公司已经达到了可以自筹资金增长的阶段，现在是撤资的最佳时机。</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>Tencent ADR rose more than 4% in early trading<blockquote>腾讯控股ADR早盘涨超4%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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\">\nTencent ADR rose more than 4% in early trading<blockquote>腾讯控股ADR早盘涨超4%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-23 22:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tencent&nbsp;ADR&nbsp;rose&nbsp;more&nbsp;than&nbsp;4%&nbsp;in&nbsp;early&nbsp;trading.<img src=\"https://static.tigerbbs.com/5c64eef1168fcdac16b6cdfe487310c5\" tg-width=\"707\" tg-height=\"595\" width=\"100%\" height=\"auto\">Tencent said on Thursday it will transfer HK$127.69 billion ($16.37 billion) worth of its JD.com stake to shareholders, slashing its holding in China's second-biggest e-commerce company to 2.3% from around 17% now and losing its spot as JD.com's biggest shareholder to Walmart(WMT.N).</p><p><blockquote>腾讯控股ADR早盘涨超4%。腾讯控股周四表示，将把价值1276.9亿港元（合163.7亿美元）的京东股份转让给股东，将其在这家中国第二大电子商务公司的持股比例从目前的17%左右削减至2.3%，并失去京东最大股东的地位。沃尔玛（WMT.N）。</blockquote></p><p> The owner of WeChat, which first invested in JD.com in 2014, said it was the right time for the divestment, given the e-commerce firm had reached a stage where it can self-finance its growth.</p><p><blockquote>2014年首次投资京东的微信所有者表示，鉴于这家电子商务公司已经达到了可以自筹资金增长的阶段，现在是撤资的最佳时机。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177863167","content_text":"Tencent ADR rose more than 4% in early trading.Tencent said on Thursday it will transfer HK$127.69 billion ($16.37 billion) worth of its JD.com stake to shareholders, slashing its holding in China's second-biggest e-commerce company to 2.3% from around 17% now and losing its spot as JD.com's biggest shareholder to Walmart(WMT.N).\nThe owner of WeChat, which first invested in JD.com in 2014, said it was the right time for the divestment, given the e-commerce firm had reached a stage where it can self-finance its growth.","news_type":1,"symbols_score_info":{"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691232429,"gmtCreate":1640192834063,"gmtModify":1640192834450,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691232429","repostId":"1122126959","repostType":4,"isVote":1,"tweetType":1,"viewCount":1305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693739959,"gmtCreate":1640076247790,"gmtModify":1640076248184,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Ok.","listText":"Ok.","text":"Ok.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693739959","repostId":"1183383514","repostType":4,"repost":{"id":"1183383514","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640074073,"share":"https://www.laohu8.com/m/news/1183383514?lang=zh_CN&edition=full","pubTime":"2021-12-21 16:07","market":"us","language":"en","title":"Tesla, AMC And This Chipmaker Are Seeing The Highest Interest On WallStreetBets Today<blockquote>特斯拉、AMC和这家芯片制造商今天对WallStreetBets的兴趣最高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1183383514","media":"Benzinga","summary":"Electric vehicle maker Tesla Inc. has emerged as the most-discussed stock on Reddit’s r/WallStreetBe","content":"<p>Electric vehicle maker Tesla Inc.&nbsp;has emerged as the most-discussed stock on Reddit’s r/WallStreetBets forum as of early Tuesday.</p><p><blockquote>截至周二早些时候，电动汽车制造商特斯拉公司已成为Reddit r/WallStreetBets论坛上讨论最多的股票。</blockquote></p><p> What Happened: Exchange-traded fund SPDR S&amp;P 500 ETF Trust&nbsp;is seeing the highest interest on the forum with 632 mentions as at press time, followed by Tesla with 203 mentions, data from Quiver Quantitative showed.</p><p><blockquote>发生了什么：Quiver Quantitative的数据显示，截至发稿时，交易所交易基金SPDR标普500 ETF Trust在论坛上的兴趣最高，被提及632次，其次是特斯拉，被提及203次。</blockquote></p><p> Movie theatre chain AMC Entertainment Holdings Inc.&nbsp;and chipmaker Micron Technology Inc.&nbsp;are in the third and fourth positions, having attracted 128 and 114 mentions, respectively.</p><p><blockquote>连锁电影院AMC院线控股公司和芯片制造商美光科技公司分列第三和第四位，分别吸引了128次和114次提及。</blockquote></p><p> Why It Matters: Tesla’s shares fell on Monday along with the shares of other electric vehicle companies after President Joe Biden’s ‘Build Back Better’ plan, which includes significant incentives for the EV sector, suffered a setback.</p><p><blockquote>重要原因：在总统乔·拜登的“重建得更好”计划（其中包括对电动汽车行业的重大激励措施）遭遇挫折后，特斯拉的股价周一与其他电动汽车公司的股价一起下跌。</blockquote></p><p> Senator&nbsp;<b>Joe Manchin</b>(D-W.Va.) announced on Sunday that he will not support the plan.</p><p><blockquote>参议员<b>乔·曼钦</b>（D-W.Va.）周日宣布，他不会支持该计划。</blockquote></p><p> Micron Technology is seeing high interest on the forum after the memory-chip maker reported&nbsp;better-than-expected earnings results&nbsp;for the first quarter.</p><p><blockquote>在存储芯片制造商美光科技公布好于预期的第一季度盈利业绩后，该论坛引起了人们的高度关注。</blockquote></p><p> <b>Price Action</b>: Tesla shares closed 3.5% lower in Monday’s regular trading session at $29.12, but rose 0.4% in the after-hours session to $903.50.</p><p><blockquote><b>价格行为</b>：特斯拉股价在周一常规交易时段收盘下跌3.5%，至29.12美元，但在盘后交易时段上涨0.4%，至903.50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>Tesla, AMC And This Chipmaker Are Seeing The Highest Interest On WallStreetBets Today<blockquote>特斯拉、AMC和这家芯片制造商今天对WallStreetBets的兴趣最高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla, AMC And This Chipmaker Are Seeing The Highest Interest On WallStreetBets Today<blockquote>特斯拉、AMC和这家芯片制造商今天对WallStreetBets的兴趣最高</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\">2021-12-21 16:07</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Electric vehicle maker Tesla Inc.&nbsp;has emerged as the most-discussed stock on Reddit’s r/WallStreetBets forum as of early Tuesday.</p><p><blockquote>截至周二早些时候，电动汽车制造商特斯拉公司已成为Reddit r/WallStreetBets论坛上讨论最多的股票。</blockquote></p><p> What Happened: Exchange-traded fund SPDR S&amp;P 500 ETF Trust&nbsp;is seeing the highest interest on the forum with 632 mentions as at press time, followed by Tesla with 203 mentions, data from Quiver Quantitative showed.</p><p><blockquote>发生了什么：Quiver Quantitative的数据显示，截至发稿时，交易所交易基金SPDR标普500 ETF Trust在论坛上的兴趣最高，被提及632次，其次是特斯拉，被提及203次。</blockquote></p><p> Movie theatre chain AMC Entertainment Holdings Inc.&nbsp;and chipmaker Micron Technology Inc.&nbsp;are in the third and fourth positions, having attracted 128 and 114 mentions, respectively.</p><p><blockquote>连锁电影院AMC院线控股公司和芯片制造商美光科技公司分列第三和第四位，分别吸引了128次和114次提及。</blockquote></p><p> Why It Matters: Tesla’s shares fell on Monday along with the shares of other electric vehicle companies after President Joe Biden’s ‘Build Back Better’ plan, which includes significant incentives for the EV sector, suffered a setback.</p><p><blockquote>重要原因：在总统乔·拜登的“重建得更好”计划（其中包括对电动汽车行业的重大激励措施）遭遇挫折后，特斯拉的股价周一与其他电动汽车公司的股价一起下跌。</blockquote></p><p> Senator&nbsp;<b>Joe Manchin</b>(D-W.Va.) announced on Sunday that he will not support the plan.</p><p><blockquote>参议员<b>乔·曼钦</b>（D-W.Va.）周日宣布，他不会支持该计划。</blockquote></p><p> Micron Technology is seeing high interest on the forum after the memory-chip maker reported&nbsp;better-than-expected earnings results&nbsp;for the first quarter.</p><p><blockquote>在存储芯片制造商美光科技公布好于预期的第一季度盈利业绩后，该论坛引起了人们的高度关注。</blockquote></p><p> <b>Price Action</b>: Tesla shares closed 3.5% lower in Monday’s regular trading session at $29.12, but rose 0.4% in the after-hours session to $903.50.</p><p><blockquote><b>价格行为</b>：特斯拉股价在周一常规交易时段收盘下跌3.5%，至29.12美元，但在盘后交易时段上涨0.4%，至903.50美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","MU":"美光科技","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183383514","content_text":"Electric vehicle maker Tesla Inc. has emerged as the most-discussed stock on Reddit’s r/WallStreetBets forum as of early Tuesday.\nWhat Happened: Exchange-traded fund SPDR S&P 500 ETF Trust is seeing the highest interest on the forum with 632 mentions as at press time, followed by Tesla with 203 mentions, data from Quiver Quantitative showed.\nMovie theatre chain AMC Entertainment Holdings Inc. and chipmaker Micron Technology Inc. are in the third and fourth positions, having attracted 128 and 114 mentions, respectively.\nWhy It Matters: Tesla’s shares fell on Monday along with the shares of other electric vehicle companies after President Joe Biden’s ‘Build Back Better’ plan, which includes significant incentives for the EV sector, suffered a setback.\nSenator Joe Manchin(D-W.Va.) announced on Sunday that he will not support the plan.\nMicron Technology is seeing high interest on the forum after the memory-chip maker reported better-than-expected earnings results for the first quarter.\nPrice Action: Tesla shares closed 3.5% lower in Monday’s regular trading session at $29.12, but rose 0.4% in the after-hours session to $903.50.","news_type":1,"symbols_score_info":{"TSLA":0.9,"AMC":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693835361,"gmtCreate":1639997968263,"gmtModify":1639997969710,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Omg!","listText":"Omg!","text":"Omg!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693835361","repostId":"1108294147","repostType":4,"repost":{"id":"1108294147","kind":"news","pubTimestamp":1639996490,"share":"https://www.laohu8.com/m/news/1108294147?lang=zh_CN&edition=full","pubTime":"2021-12-20 18:34","market":"us","language":"en","title":"U.S. Stock Futures, Oil Prices Slump on Omicron Curbs<blockquote>美国股指期货、油价因奥密克戎限制而暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1108294147","media":"Wall Street Journal","summary":"U.S. stock futures, oil prices and bond yields fell as investors worried that a rise in Omicron Covi","content":"<p>U.S. stock futures, oil prices and bond yields fell as investors worried that a rise in Omicron Covid-19 cases would stall economic growth and add pressure to inflation.</p><p><blockquote>由于投资者担心奥密克戎 Covid-19 病例增加将阻碍经济增长并增加通胀压力，美国股指期货、油价和债券收益率下跌。</blockquote></p><p> Futures for the S&amp;P 500 tumbled 1.8% Monday. The index&nbsp;fell Friday, notching its largest weekly percentage decline in three weeks. Contracts for the tech-focused Nasdaq-100 shed 1.7% Monday, and futures for the Dow Jones Industrial Average declined 1.7%.</p><p><blockquote>标普500期货周一下跌1.8%。该指数周五下跌，创下三周来最大单周百分比跌幅。以科技股为主的纳斯达克 100 指数合约周一下跌 1.7%，道琼斯工业平均指数期货下跌 1.7%。</blockquote></p><p> Some countries are&nbsp;imposing restrictions&nbsp;to stem the spread of the Omicron variant as the holiday season starts. The Netherlands on Sunday reimposed a lockdown, with all nonessential shops, bars and restaurants closed until mid-January. Irish Prime Minister Micheál Martin also announced new restrictions. President Biden plans to deliver an update Tuesday on the fight against Covid-19 in the U.S., where cases are rising.</p><p><blockquote>随着假期的开始，一些国家正在实施限制，以阻止奥密克戎变种的传播。荷兰周日重新实施封锁，所有非必要的商店、酒吧和餐馆关闭至1月中旬。爱尔兰总理迈克尔·马丁也宣布了新的限制措施。拜登总统计划周二发布美国抗击新冠肺炎的最新情况，美国的病例正在上升。</blockquote></p><p> The rise in infections has prompted concerns that a new wave is likely to prolong supply-chain disruptions that have&nbsp;elevated inflation.</p><p><blockquote>感染人数的上升引发了人们的担忧，即新一波感染可能会延长供应链中断，从而推高了通胀。</blockquote></p><p> “We’re really seeing Omicron spread like wildfire, and it’s weighing on sentiment,” said Esty Dwek, chief investment officer at FlowBank. “You’re seeing lockdowns instigated in Europe. You’re seeing more and more restrictions and the number of cases is going up so much that even if it’s less severe it could lead to more hospitalizations,” which are likely to cause new restrictions that will weigh on growth, she added.</p><p><blockquote>“FlowBank 首席投资官 Esty Dwek 说：”我们真的看到奥密克戎像野火一样蔓延，这对市场情绪造成了压力。“你会看到欧洲煽动封锁。你会看到越来越多的限制措施，病例数量也在上升，即使病情不那么严重，也可能导致更多的住院治疗，”她补充说，这很可能会导致新的限制措施，从而拖累经济增长。</blockquote></p><p> Oil prices fell amid concerns that the spread of the Omicron variant could hurt global economic growth and crimp oil demand. Brent crude futures, the benchmark in global oil markets, declined 5.1% to $69.78 a barrel.</p><p><blockquote>由于担心奥密克戎变种的传播可能会损害全球经济增长并抑制石油需求，油价下跌。全球石油市场基准布伦特原油期货下跌5.1%，至每桶69.78美元。</blockquote></p><p> In bond markets, the yield on the benchmark 10-year Treasury note ticked down to 1.368% Monday from 1.401% Friday. Investors tend to buy government bonds, seen as one of the safest assets to hold, in times of uncertainty, causing bond prices to rise and yields to fall.</p><p><blockquote>在债券市场，基准 10 年期国债收益率从周五的 1.401% 降至周一的 1.368%。在不确定时期，投资者倾向于购买政府债券，政府债券被视为最安全的资产之一，导致债券价格上涨，收益率下降。</blockquote></p><p> The Cboe Volatility Index—Wall Street’s so-called fear gauge, also known as the VIX—ticked up to 27.20, its highest level in two weeks.</p><p><blockquote>芝加哥期权交易所波动率指数（华尔街所谓的恐惧指标，也称为 VIX）升至 27.20，为两周来的最高水平。</blockquote></p><p> In premarket trading, shares of cruise companies sank, with&nbsp;Norwegian Cruise Line&nbsp;and Carnival down more than 5% each. Shares of energy companies slipped alongside oil prices.&nbsp;Occidental Petroleum&nbsp;shares fell 5.4% and&nbsp;Marathon Oil&nbsp;declined 4.7%.</p><p><blockquote>盘前交易中，邮轮公司股价下跌，挪威邮轮和嘉年华均下跌超过5%。能源公司股价随油价下跌。西方石油公司股价下跌5.4%，马拉松石油公司股价下跌4.7%。</blockquote></p><p> Portfolio managers whose performance is assessed on a year-over-year basis are also likely closing out their positions and locking in gains after a strong year in markets. Despite recent market volatility, the S&amp;P 500 is up more than 20% this year.</p><p><blockquote>业绩按年评估的投资组合经理也可能在市场强劲的一年后平仓并锁定收益。尽管近期市场波动，但标普500今年仍上涨了20%以上。</blockquote></p><p> Also weighing on sentiment, Sen. Joe Manchin (D., W.Va.) said he would oppose his party’s roughly $2 trillion education, healthcare and climate package, likely&nbsp;dooming the centerpiece of Mr. Biden’s economic agenda&nbsp;as currently written.</p><p><blockquote>参议员乔-曼钦（Joe Manchin，民主党，西弗吉尼亚州）也表示，他将反对该党约2万亿美元的教育、医疗和气候一揽子计划，这可能会毁掉拜登先生目前经济议程的核心。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 tumbled 2.5%. Shares of U.K. food-delivery companyDeliverooadded 3.5% in London trading.</p><p><blockquote>海外方面，泛大陆斯托克欧洲 600 指数下跌 2.5%。英国食品配送公司 Deliveroo 的股价在伦敦交易中上涨 3.5%。</blockquote></p><p> Major indexes in Asia closed lower. South Korea’s Kospi contracted 1.8% and Japan’s Nikkei 225 shed 2.1%. Hong Kong’s flagship Hang Seng Index fell 1.9% to its lowest closing level since March 2020, according to FactSet.</p><p><blockquote>亚洲主要股指收低。韩国综合股价指数下跌 1.8%，日本日经 225 指数下跌 2.1%。FactSet 的数据显示，香港旗舰恒生指数下跌 1.9%，至 2020 年 3 月以来的最低收盘价。</blockquote></p><p> China’s Shanghai Composite declined 1.1%. China’s central bank&nbsp;cut the one-year loan prime rate&nbsp;amid a slowing economy that has been dragged by a slump in the property sector.</p><p><blockquote>中国上证综指下跌 1.1%。中国央行下调了一年期贷款最优惠利率，原因是经济放缓，而经济又受到房地产行业低迷的拖累。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stock Futures, Oil Prices Slump on Omicron Curbs<blockquote>美国股指期货、油价因奥密克戎限制而暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stock Futures, Oil Prices Slump on Omicron Curbs<blockquote>美国股指期货、油价因奥密克戎限制而暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wall Street Journal</strong><span class=\"h-time small\">2021-12-20 18:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>U.S. stock futures, oil prices and bond yields fell as investors worried that a rise in Omicron Covid-19 cases would stall economic growth and add pressure to inflation.</p><p><blockquote>由于投资者担心奥密克戎 Covid-19 病例增加将阻碍经济增长并增加通胀压力，美国股指期货、油价和债券收益率下跌。</blockquote></p><p> Futures for the S&amp;P 500 tumbled 1.8% Monday. The index&nbsp;fell Friday, notching its largest weekly percentage decline in three weeks. Contracts for the tech-focused Nasdaq-100 shed 1.7% Monday, and futures for the Dow Jones Industrial Average declined 1.7%.</p><p><blockquote>标普500期货周一下跌1.8%。该指数周五下跌，创下三周来最大单周百分比跌幅。以科技股为主的纳斯达克 100 指数合约周一下跌 1.7%，道琼斯工业平均指数期货下跌 1.7%。</blockquote></p><p> Some countries are&nbsp;imposing restrictions&nbsp;to stem the spread of the Omicron variant as the holiday season starts. The Netherlands on Sunday reimposed a lockdown, with all nonessential shops, bars and restaurants closed until mid-January. Irish Prime Minister Micheál Martin also announced new restrictions. President Biden plans to deliver an update Tuesday on the fight against Covid-19 in the U.S., where cases are rising.</p><p><blockquote>随着假期的开始，一些国家正在实施限制，以阻止奥密克戎变种的传播。荷兰周日重新实施封锁，所有非必要的商店、酒吧和餐馆关闭至1月中旬。爱尔兰总理迈克尔·马丁也宣布了新的限制措施。拜登总统计划周二发布美国抗击新冠肺炎的最新情况，美国的病例正在上升。</blockquote></p><p> The rise in infections has prompted concerns that a new wave is likely to prolong supply-chain disruptions that have&nbsp;elevated inflation.</p><p><blockquote>感染人数的上升引发了人们的担忧，即新一波感染可能会延长供应链中断，从而推高了通胀。</blockquote></p><p> “We’re really seeing Omicron spread like wildfire, and it’s weighing on sentiment,” said Esty Dwek, chief investment officer at FlowBank. “You’re seeing lockdowns instigated in Europe. You’re seeing more and more restrictions and the number of cases is going up so much that even if it’s less severe it could lead to more hospitalizations,” which are likely to cause new restrictions that will weigh on growth, she added.</p><p><blockquote>“FlowBank 首席投资官 Esty Dwek 说：”我们真的看到奥密克戎像野火一样蔓延，这对市场情绪造成了压力。“你会看到欧洲煽动封锁。你会看到越来越多的限制措施，病例数量也在上升，即使病情不那么严重，也可能导致更多的住院治疗，”她补充说，这很可能会导致新的限制措施，从而拖累经济增长。</blockquote></p><p> Oil prices fell amid concerns that the spread of the Omicron variant could hurt global economic growth and crimp oil demand. Brent crude futures, the benchmark in global oil markets, declined 5.1% to $69.78 a barrel.</p><p><blockquote>由于担心奥密克戎变种的传播可能会损害全球经济增长并抑制石油需求，油价下跌。全球石油市场基准布伦特原油期货下跌5.1%，至每桶69.78美元。</blockquote></p><p> In bond markets, the yield on the benchmark 10-year Treasury note ticked down to 1.368% Monday from 1.401% Friday. Investors tend to buy government bonds, seen as one of the safest assets to hold, in times of uncertainty, causing bond prices to rise and yields to fall.</p><p><blockquote>在债券市场，基准 10 年期国债收益率从周五的 1.401% 降至周一的 1.368%。在不确定时期，投资者倾向于购买政府债券，政府债券被视为最安全的资产之一，导致债券价格上涨，收益率下降。</blockquote></p><p> The Cboe Volatility Index—Wall Street’s so-called fear gauge, also known as the VIX—ticked up to 27.20, its highest level in two weeks.</p><p><blockquote>芝加哥期权交易所波动率指数（华尔街所谓的恐惧指标，也称为 VIX）升至 27.20，为两周来的最高水平。</blockquote></p><p> In premarket trading, shares of cruise companies sank, with&nbsp;Norwegian Cruise Line&nbsp;and Carnival down more than 5% each. Shares of energy companies slipped alongside oil prices.&nbsp;Occidental Petroleum&nbsp;shares fell 5.4% and&nbsp;Marathon Oil&nbsp;declined 4.7%.</p><p><blockquote>盘前交易中，邮轮公司股价下跌，挪威邮轮和嘉年华均下跌超过5%。能源公司股价随油价下跌。西方石油公司股价下跌5.4%，马拉松石油公司股价下跌4.7%。</blockquote></p><p> Portfolio managers whose performance is assessed on a year-over-year basis are also likely closing out their positions and locking in gains after a strong year in markets. Despite recent market volatility, the S&amp;P 500 is up more than 20% this year.</p><p><blockquote>业绩按年评估的投资组合经理也可能在市场强劲的一年后平仓并锁定收益。尽管近期市场波动，但标普500今年仍上涨了20%以上。</blockquote></p><p> Also weighing on sentiment, Sen. Joe Manchin (D., W.Va.) said he would oppose his party’s roughly $2 trillion education, healthcare and climate package, likely&nbsp;dooming the centerpiece of Mr. Biden’s economic agenda&nbsp;as currently written.</p><p><blockquote>参议员乔-曼钦（Joe Manchin，民主党，西弗吉尼亚州）也表示，他将反对该党约2万亿美元的教育、医疗和气候一揽子计划，这可能会毁掉拜登先生目前经济议程的核心。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 tumbled 2.5%. Shares of U.K. food-delivery companyDeliverooadded 3.5% in London trading.</p><p><blockquote>海外方面，泛大陆斯托克欧洲 600 指数下跌 2.5%。英国食品配送公司 Deliveroo 的股价在伦敦交易中上涨 3.5%。</blockquote></p><p> Major indexes in Asia closed lower. South Korea’s Kospi contracted 1.8% and Japan’s Nikkei 225 shed 2.1%. Hong Kong’s flagship Hang Seng Index fell 1.9% to its lowest closing level since March 2020, according to FactSet.</p><p><blockquote>亚洲主要股指收低。韩国综合股价指数下跌 1.8%，日本日经 225 指数下跌 2.1%。FactSet 的数据显示，香港旗舰恒生指数下跌 1.9%，至 2020 年 3 月以来的最低收盘价。</blockquote></p><p> China’s Shanghai Composite declined 1.1%. China’s central bank&nbsp;cut the one-year loan prime rate&nbsp;amid a slowing economy that has been dragged by a slump in the property sector.</p><p><blockquote>中国上证综指下跌 1.1%。中国央行下调了一年期贷款最优惠利率，原因是经济放缓，而经济又受到房地产行业低迷的拖累。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-12-20-2021-11639989846?mod=markets_lead_pos1\">Wall Street Journal</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",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-12-20-2021-11639989846?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108294147","content_text":"U.S. stock futures, oil prices and bond yields fell as investors worried that a rise in Omicron Covid-19 cases would stall economic growth and add pressure to inflation.\nFutures for the S&P 500 tumbled 1.8% Monday. The index fell Friday, notching its largest weekly percentage decline in three weeks. Contracts for the tech-focused Nasdaq-100 shed 1.7% Monday, and futures for the Dow Jones Industrial Average declined 1.7%.\nSome countries are imposing restrictions to stem the spread of the Omicron variant as the holiday season starts. The Netherlands on Sunday reimposed a lockdown, with all nonessential shops, bars and restaurants closed until mid-January. Irish Prime Minister Micheál Martin also announced new restrictions. President Biden plans to deliver an update Tuesday on the fight against Covid-19 in the U.S., where cases are rising.\nThe rise in infections has prompted concerns that a new wave is likely to prolong supply-chain disruptions that have elevated inflation.\n“We’re really seeing Omicron spread like wildfire, and it’s weighing on sentiment,” said Esty Dwek, chief investment officer at FlowBank. “You’re seeing lockdowns instigated in Europe. You’re seeing more and more restrictions and the number of cases is going up so much that even if it’s less severe it could lead to more hospitalizations,” which are likely to cause new restrictions that will weigh on growth, she added.\nOil prices fell amid concerns that the spread of the Omicron variant could hurt global economic growth and crimp oil demand. Brent crude futures, the benchmark in global oil markets, declined 5.1% to $69.78 a barrel.\nIn bond markets, the yield on the benchmark 10-year Treasury note ticked down to 1.368% Monday from 1.401% Friday. Investors tend to buy government bonds, seen as one of the safest assets to hold, in times of uncertainty, causing bond prices to rise and yields to fall.\nThe Cboe Volatility Index—Wall Street’s so-called fear gauge, also known as the VIX—ticked up to 27.20, its highest level in two weeks.\nIn premarket trading, shares of cruise companies sank, with Norwegian Cruise Line and Carnival down more than 5% each. Shares of energy companies slipped alongside oil prices. Occidental Petroleum shares fell 5.4% and Marathon Oil declined 4.7%.\nPortfolio managers whose performance is assessed on a year-over-year basis are also likely closing out their positions and locking in gains after a strong year in markets. Despite recent market volatility, the S&P 500 is up more than 20% this year.\nAlso weighing on sentiment, Sen. Joe Manchin (D., W.Va.) said he would oppose his party’s roughly $2 trillion education, healthcare and climate package, likely dooming the centerpiece of Mr. Biden’s economic agenda as currently written.\nOverseas, the pan-continental Stoxx Europe 600 tumbled 2.5%. Shares of U.K. food-delivery companyDeliverooadded 3.5% in London trading.\nMajor indexes in Asia closed lower. South Korea’s Kospi contracted 1.8% and Japan’s Nikkei 225 shed 2.1%. Hong Kong’s flagship Hang Seng Index fell 1.9% to its lowest closing level since March 2020, according to FactSet.\nChina’s Shanghai Composite declined 1.1%. China’s central bank cut the one-year loan prime rate amid a slowing economy that has been dragged by a slump in the property sector.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693832710,"gmtCreate":1639997947139,"gmtModify":1639997948550,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Ok. Like pls.","listText":"Ok. Like pls.","text":"Ok. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693832710","repostId":"1143613518","repostType":4,"isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699733778,"gmtCreate":1639890308203,"gmtModify":1639890308583,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Ok. Like pls.","listText":"Ok. Like pls.","text":"Ok. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/699733778","repostId":"2192903248","repostType":4,"isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699733842,"gmtCreate":1639890274942,"gmtModify":1639890275312,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"All in.&nbsp;","listText":"All in.&nbsp;","text":"All in.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699733842","repostId":"2192035909","repostType":4,"isVote":1,"tweetType":1,"viewCount":1979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699646526,"gmtCreate":1639797057535,"gmtModify":1639797263914,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Wow.","listText":"Wow.","text":"Wow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699646526","repostId":"2192597562","repostType":4,"isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699314778,"gmtCreate":1639749027629,"gmtModify":1639749027956,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699314778","repostId":"1138605449","repostType":4,"repost":{"id":"1138605449","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":1639746084,"share":"https://www.laohu8.com/m/news/1138605449?lang=zh_CN&edition=full","pubTime":"2021-12-17 21:01","market":"us","language":"en","title":"Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138605449","media":"Tiger Newspress","summary":"U.S. Stock futures headed for a lower open Friday morning after a rout in technology stocks during T","content":"<p>U.S.&nbsp;Stock futures headed for a lower open Friday morning after a rout in technology stocks during Thursday's regular trading day, as investors turned away from growth stocks in anticipation of tighter monetary policy next year.</p><p><blockquote>周四常规交易日科技股暴跌后，美国股指期货周五早盘低开，因投资者预期明年货币政策收紧而远离成长型股。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were down 117 points, or 0.33%, S&amp;P 500 e-minis were down 24 points, or 0.52%, and Nasdaq 100 e-minis were down 153.5 points, or 0.97%.<img src=\"https://static.tigerbbs.com/120d112226a9ec4591babf844729ca58\" tg-width=\"1080\" tg-height=\"376\" width=\"100%\" height=\"auto\">Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fed&nbsp;could hike interest rates three times next year.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini下跌117点，跌幅0.33%，标普500 e-mini下跌24点，跌幅0.52%，纳斯达克100 e-mini下跌153.5点，跌幅0.97%。本周投资者的主要关注点仍然集中在美联储对明年货币政策的最新展望上，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/DRI\">Darden Restaurants</a></b> – The parent of Olive Garden, Longhorn Steakhouse and other restaurant chains beat estimates by 5 cents with quarterly earnings of $1.48 per share and revenue that also topped forecasts. Same-restaurant sales jumped 34.4%, higher than the 32.6% consensus estimate compiled by StreetAccount, and Darden issued an upbeat forecast. Separately, Darden announced that CEO Eugene Lee will retire in May 2022, to be replaced by current President and Chief Operating Officer Ricardo Cardenas. Darden fell 5% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DRI\">达顿餐厅</a></b>–Olive Garden、Longhorn Steakhouse和其他连锁餐厅的母公司超出预期5美分，季度收益为每股1.48美元，收入也超出预期。同店销售额增长34.4%，高于StreetAccount编制的32.6%的普遍预期，达顿发布了乐观预测。另外，达顿宣布首席执行官Eugene Lee将于2022年5月退休，由现任总裁兼首席运营官Ricardo Cardenas接任。达顿盘前下跌5%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/WGO\">Winnebago</a></b> – The recreational vehicle maker added 3.4% in premarket trading after a sizable bottom-line beat for its fiscal first quarter. Winnebago earned $3.51 per share, compared with the consensus estimate of $2.26 and revenue that also came in above analyst forecasts.</p><p><blockquote><b><a href=\"https://laohu8.com/S/WGO\">温尼贝戈</a></b>-这家休闲车制造商在第一财季盈利大幅增长后，盘前交易股价上涨3.4%。温尼贝戈每股收益3.51美元，而市场普遍预期为2.26美元，营收也高于分析师预测。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/FDX\">FedEx</a></b> – The delivery service’s shares rallied 5.9% in the premarket after beating estimates on the top and bottom lines for its latest quarter. FedEx earned an adjusted $4.83 per share, beating the $4.28 consensus estimate, with higher shipping rates helping to make up for increased expenses.</p><p><blockquote><b><a href=\"https://laohu8.com/S/FDX\">联邦快递</a></b>-该快递服务公司最近一个季度的营收和利润超出预期，盘前上涨5.9%。联邦快递调整后每股收益为4.83美元，超过市场普遍预期的4.28美元，运费上涨有助于弥补支出的增加。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> – The electric vehicle maker lost $1.23 billion for the third quarter stemming from expenses to begin production of its electric pickup truck. It was Rivian’s first quarterly report since going public, and revenue was $1 million from its first deliveries. The stock tumbled 7.9% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a></b>-这家电动汽车制造商第三季度亏损12.3亿美元，原因是开始生产电动皮卡车的费用。这是Rivian上市以来的第一份季度报告，首次交付的收入为100万美元。该股在盘前交易中下跌7.9%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/EPAY\">Bottomline</a></b> – Bottomline shares soared 15.1% in the premarket after the fintech company agreed to be acquired by private equity firm Thoma Bravo for $57 per share in cash, or $2.6 billion.</p><p><blockquote><b><a href=\"https://laohu8.com/S/EPAY\">底线</a></b>–在这家金融科技公司同意被私募股权公司Thoma Bravo以每股57美元现金（即26亿美元）收购后，Bottomline股价在盘前飙升15.1%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/CERN\">Cerner</a></b> – The healthcare information-technology company’s stock soared 18.9% in premarket trading after the Wall Street Journal reported that&nbsp;Oracle(ORCL) was in talks to buy Cerner in a potential $30 billion deal. Oracle fell 4.6%.</p><p><blockquote><b><a href=\"https://laohu8.com/S/CERN\">塞尔纳</a></b>–在《华尔街日报》报道甲骨文(ORCL)正在洽谈以300亿美元的潜在交易收购Cerner后，这家医疗保健信息技术公司的股价在盘前交易中飙升18.9%。甲骨文跌4.6%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> – <b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> shares fell 2.1% in the premarket after the CDC recommended that adults receive the&nbsp;Pfizer(PFE) or&nbsp;Moderna(MRNA) Covid-19 vaccines rather than the J&amp;J shot. The CDC cited new data showing higher levels of a blood clotting condition than previously thought, although that condition remains rare.</p><p><blockquote><b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>–<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>在CDC建议成年人接种辉瑞(PFE)或Moderna(MRNA)Covid-19疫苗而不是强生疫苗后，股价在盘前下跌2.1%。疾病预防控制中心引用的新数据显示，凝血状况的水平比之前想象的要高，尽管这种情况仍然很少见。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a></b> – The “buy now pay later” company’s stock fell 2.3% in the premarket after the Consumer Financial Protection Bureau said it was launching an inquiry into firms that offer such plans.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AFRM\">确认控股公司。</a></b>–在消费者金融保护局表示正在对提供此类计划的公司展开调查后，这家“先买后付”公司的股价在盘前下跌2.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> – The drug maker’s stock rose 1.3% in premarket action on a Financial Times report that the European Medicines Agency may approve its Covid-19 vaccine for emergency use as early as next week.</p><p><blockquote><b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>–英国《金融时报》报道称，欧洲药品管理局最早可能于下周批准其Covid-19疫苗紧急使用，该制药商股价在盘前上涨1.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/X\">U.S. Steel</a></b> – The steel maker’s stock slid 4.4% in the premarket after the company issued lower-than-expected current-quarter guidance, with higher expenses and cautious customer buying patterns offsetting improved steel pricing.</p><p><blockquote><b><a href=\"https://laohu8.com/S/X\">美国钢铁公司</a></b>-该钢铁制造商的股价在盘前下跌4.4%，此前该公司发布了低于预期的本季度指引，费用增加和谨慎的客户购买模式抵消了钢铁定价的改善。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SCS\">Steelcase</a></b> – The office furniture maker reported lower-than-expected profit and revenue for the third quarter, with Steelcase saying its results have been impacted by supply chain issues and higher costs. Steelcase fell 4.4% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SCS\">Steelcase</a></b>-这家办公家具制造商公布的第三季度利润和收入低于预期，Steelcase表示其业绩受到供应链问题和成本上升的影响。Steelcase在盘前交易中下跌4.4%。</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>Toplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday<blockquote>周五美国市场开盘前的营收</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-17 21:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>U.S.&nbsp;Stock futures headed for a lower open Friday morning after a rout in technology stocks during Thursday's regular trading day, as investors turned away from growth stocks in anticipation of tighter monetary policy next year.</p><p><blockquote>周四常规交易日科技股暴跌后，美国股指期货周五早盘低开，因投资者预期明年货币政策收紧而远离成长型股。</blockquote></p><p> At 8:00 a.m. ET, Dow e-minis were down 117 points, or 0.33%, S&amp;P 500 e-minis were down 24 points, or 0.52%, and Nasdaq 100 e-minis were down 153.5 points, or 0.97%.<img src=\"https://static.tigerbbs.com/120d112226a9ec4591babf844729ca58\" tg-width=\"1080\" tg-height=\"376\" width=\"100%\" height=\"auto\">Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fed&nbsp;could hike interest rates three times next year.</p><p><blockquote>截至美国东部时间上午8:00，道指e-mini下跌117点，跌幅0.33%，标普500 e-mini下跌24点，跌幅0.52%，纳斯达克100 e-mini下跌153.5点，跌幅0.97%。本周投资者的主要关注点仍然集中在美联储对明年货币政策的最新展望上，央行周中发布的预测表明美联储明年可能加息三次。</blockquote></p><p> <b>Stocks making the biggest moves premarket: </b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <b><a href=\"https://laohu8.com/S/DRI\">Darden Restaurants</a></b> – The parent of Olive Garden, Longhorn Steakhouse and other restaurant chains beat estimates by 5 cents with quarterly earnings of $1.48 per share and revenue that also topped forecasts. Same-restaurant sales jumped 34.4%, higher than the 32.6% consensus estimate compiled by StreetAccount, and Darden issued an upbeat forecast. Separately, Darden announced that CEO Eugene Lee will retire in May 2022, to be replaced by current President and Chief Operating Officer Ricardo Cardenas. Darden fell 5% in the premarket.</p><p><blockquote><b><a href=\"https://laohu8.com/S/DRI\">达顿餐厅</a></b>–Olive Garden、Longhorn Steakhouse和其他连锁餐厅的母公司超出预期5美分，季度收益为每股1.48美元，收入也超出预期。同店销售额增长34.4%，高于StreetAccount编制的32.6%的普遍预期，达顿发布了乐观预测。另外，达顿宣布首席执行官Eugene Lee将于2022年5月退休，由现任总裁兼首席运营官Ricardo Cardenas接任。达顿盘前下跌5%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/WGO\">Winnebago</a></b> – The recreational vehicle maker added 3.4% in premarket trading after a sizable bottom-line beat for its fiscal first quarter. Winnebago earned $3.51 per share, compared with the consensus estimate of $2.26 and revenue that also came in above analyst forecasts.</p><p><blockquote><b><a href=\"https://laohu8.com/S/WGO\">温尼贝戈</a></b>-这家休闲车制造商在第一财季盈利大幅增长后，盘前交易股价上涨3.4%。温尼贝戈每股收益3.51美元，而市场普遍预期为2.26美元，营收也高于分析师预测。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/FDX\">FedEx</a></b> – The delivery service’s shares rallied 5.9% in the premarket after beating estimates on the top and bottom lines for its latest quarter. FedEx earned an adjusted $4.83 per share, beating the $4.28 consensus estimate, with higher shipping rates helping to make up for increased expenses.</p><p><blockquote><b><a href=\"https://laohu8.com/S/FDX\">联邦快递</a></b>-该快递服务公司最近一个季度的营收和利润超出预期，盘前上涨5.9%。联邦快递调整后每股收益为4.83美元，超过市场普遍预期的4.28美元，运费上涨有助于弥补支出的增加。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a></b> – The electric vehicle maker lost $1.23 billion for the third quarter stemming from expenses to begin production of its electric pickup truck. It was Rivian’s first quarterly report since going public, and revenue was $1 million from its first deliveries. The stock tumbled 7.9% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/RIVN\">Rivian汽车公司。</a></b>-这家电动汽车制造商第三季度亏损12.3亿美元，原因是开始生产电动皮卡车的费用。这是Rivian上市以来的第一份季度报告，首次交付的收入为100万美元。该股在盘前交易中下跌7.9%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/EPAY\">Bottomline</a></b> – Bottomline shares soared 15.1% in the premarket after the fintech company agreed to be acquired by private equity firm Thoma Bravo for $57 per share in cash, or $2.6 billion.</p><p><blockquote><b><a href=\"https://laohu8.com/S/EPAY\">底线</a></b>–在这家金融科技公司同意被私募股权公司Thoma Bravo以每股57美元现金（即26亿美元）收购后，Bottomline股价在盘前飙升15.1%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/CERN\">Cerner</a></b> – The healthcare information-technology company’s stock soared 18.9% in premarket trading after the Wall Street Journal reported that&nbsp;Oracle(ORCL) was in talks to buy Cerner in a potential $30 billion deal. Oracle fell 4.6%.</p><p><blockquote><b><a href=\"https://laohu8.com/S/CERN\">塞尔纳</a></b>–在《华尔街日报》报道甲骨文(ORCL)正在洽谈以300亿美元的潜在交易收购Cerner后，这家医疗保健信息技术公司的股价在盘前交易中飙升18.9%。甲骨文跌4.6%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> – <b><a href=\"https://laohu8.com/S/JNJ\">Johnson &amp; Johnson</a></b> shares fell 2.1% in the premarket after the CDC recommended that adults receive the&nbsp;Pfizer(PFE) or&nbsp;Moderna(MRNA) Covid-19 vaccines rather than the J&amp;J shot. The CDC cited new data showing higher levels of a blood clotting condition than previously thought, although that condition remains rare.</p><p><blockquote><b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>–<b><a href=\"https://laohu8.com/S/JNJ\">强生公司</a></b>在CDC建议成年人接种辉瑞(PFE)或Moderna(MRNA)Covid-19疫苗而不是强生疫苗后，股价在盘前下跌2.1%。疾病预防控制中心引用的新数据显示，凝血状况的水平比之前想象的要高，尽管这种情况仍然很少见。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/AFRM\">Affirm Holdings, Inc.</a></b> – The “buy now pay later” company’s stock fell 2.3% in the premarket after the Consumer Financial Protection Bureau said it was launching an inquiry into firms that offer such plans.</p><p><blockquote><b><a href=\"https://laohu8.com/S/AFRM\">确认控股公司。</a></b>–在消费者金融保护局表示正在对提供此类计划的公司展开调查后，这家“先买后付”公司的股价在盘前下跌2.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b> – The drug maker’s stock rose 1.3% in premarket action on a Financial Times report that the European Medicines Agency may approve its Covid-19 vaccine for emergency use as early as next week.</p><p><blockquote><b><a href=\"https://laohu8.com/S/NVAX\">Novavax</a></b>–英国《金融时报》报道称，欧洲药品管理局最早可能于下周批准其Covid-19疫苗紧急使用，该制药商股价在盘前上涨1.3%。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/X\">U.S. Steel</a></b> – The steel maker’s stock slid 4.4% in the premarket after the company issued lower-than-expected current-quarter guidance, with higher expenses and cautious customer buying patterns offsetting improved steel pricing.</p><p><blockquote><b><a href=\"https://laohu8.com/S/X\">美国钢铁公司</a></b>-该钢铁制造商的股价在盘前下跌4.4%，此前该公司发布了低于预期的本季度指引，费用增加和谨慎的客户购买模式抵消了钢铁定价的改善。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/SCS\">Steelcase</a></b> – The office furniture maker reported lower-than-expected profit and revenue for the third quarter, with Steelcase saying its results have been impacted by supply chain issues and higher costs. Steelcase fell 4.4% in premarket trading.</p><p><blockquote><b><a href=\"https://laohu8.com/S/SCS\">Steelcase</a></b>-这家办公家具制造商公布的第三季度利润和收入低于预期，Steelcase表示其业绩受到供应链问题和成本上升的影响。Steelcase在盘前交易中下跌4.4%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138605449","content_text":"U.S. Stock futures headed for a lower open Friday morning after a rout in technology stocks during Thursday's regular trading day, as investors turned away from growth stocks in anticipation of tighter monetary policy next year.\nAt 8:00 a.m. ET, Dow e-minis were down 117 points, or 0.33%, S&P 500 e-minis were down 24 points, or 0.52%, and Nasdaq 100 e-minis were down 153.5 points, or 0.97%.Investors' main focus this week has remained fixed on the Federal Reserve's updated outlook on monetary policy for next year, with the central bank's projections delivered mid-week suggesting the Fed could hike interest rates three times next year.\nStocks making the biggest moves premarket: \nDarden Restaurants – The parent of Olive Garden, Longhorn Steakhouse and other restaurant chains beat estimates by 5 cents with quarterly earnings of $1.48 per share and revenue that also topped forecasts. Same-restaurant sales jumped 34.4%, higher than the 32.6% consensus estimate compiled by StreetAccount, and Darden issued an upbeat forecast. Separately, Darden announced that CEO Eugene Lee will retire in May 2022, to be replaced by current President and Chief Operating Officer Ricardo Cardenas. Darden fell 5% in the premarket.\nWinnebago – The recreational vehicle maker added 3.4% in premarket trading after a sizable bottom-line beat for its fiscal first quarter. Winnebago earned $3.51 per share, compared with the consensus estimate of $2.26 and revenue that also came in above analyst forecasts.\nFedEx – The delivery service’s shares rallied 5.9% in the premarket after beating estimates on the top and bottom lines for its latest quarter. FedEx earned an adjusted $4.83 per share, beating the $4.28 consensus estimate, with higher shipping rates helping to make up for increased expenses.\nRivian Automotive, Inc. – The electric vehicle maker lost $1.23 billion for the third quarter stemming from expenses to begin production of its electric pickup truck. It was Rivian’s first quarterly report since going public, and revenue was $1 million from its first deliveries. The stock tumbled 7.9% in premarket trading.\nBottomline – Bottomline shares soared 15.1% in the premarket after the fintech company agreed to be acquired by private equity firm Thoma Bravo for $57 per share in cash, or $2.6 billion.\nCerner – The healthcare information-technology company’s stock soared 18.9% in premarket trading after the Wall Street Journal reported that Oracle(ORCL) was in talks to buy Cerner in a potential $30 billion deal. Oracle fell 4.6%.\nJohnson & Johnson – Johnson & Johnson shares fell 2.1% in the premarket after the CDC recommended that adults receive the Pfizer(PFE) or Moderna(MRNA) Covid-19 vaccines rather than the J&J shot. The CDC cited new data showing higher levels of a blood clotting condition than previously thought, although that condition remains rare.\nAffirm Holdings, Inc. – The “buy now pay later” company’s stock fell 2.3% in the premarket after the Consumer Financial Protection Bureau said it was launching an inquiry into firms that offer such plans.\nNovavax – The drug maker’s stock rose 1.3% in premarket action on a Financial Times report that the European Medicines Agency may approve its Covid-19 vaccine for emergency use as early as next week.\nU.S. Steel – The steel maker’s stock slid 4.4% in the premarket after the company issued lower-than-expected current-quarter guidance, with higher expenses and cautious customer buying patterns offsetting improved steel pricing.\nSteelcase – The office furniture maker reported lower-than-expected profit and revenue for the third quarter, with Steelcase saying its results have been impacted by supply chain issues and higher costs. Steelcase fell 4.4% in premarket trading.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":882111044,"gmtCreate":1631666597888,"gmtModify":1631890400481,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Yeah. Like pls.","listText":"Yeah. Like pls.","text":"Yeah. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/882111044","repostId":"2167556360","repostType":4,"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":843622227,"gmtCreate":1635825762803,"gmtModify":1635825762957,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Yeah. Like pls.","listText":"Yeah. Like pls.","text":"Yeah. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/843622227","repostId":"2180277148","repostType":4,"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698122240,"gmtCreate":1640323421437,"gmtModify":1640323424232,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/698122240","repostId":"1105843279","repostType":4,"isVote":1,"tweetType":1,"viewCount":4808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878401212,"gmtCreate":1637214654358,"gmtModify":1637214654527,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Omg. Like pls.","listText":"Omg. Like pls.","text":"Omg. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/878401212","repostId":"2184510828","repostType":4,"isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807779454,"gmtCreate":1628063067078,"gmtModify":1633753933731,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Yeah. Like please.","listText":"Yeah. Like please.","text":"Yeah. Like please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/807779454","repostId":"1174986187","repostType":4,"repost":{"id":"1174986187","kind":"news","pubTimestamp":1628062628,"share":"https://www.laohu8.com/m/news/1174986187?lang=zh_CN&edition=full","pubTime":"2021-08-04 15:37","market":"us","language":"en","title":"Beyond Meat Q2 Earnings: Restaurant Sales In Focus As Economy Reopens<blockquote>Beyond Meat第二季度收益：随着经济重新开放，餐厅销售成为焦点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174986187","media":"investing.com","summary":"Reports Q2 results on Thursday, Aug. 5, after the market close\nRevenue Expectation: $143 billion\nEPS","content":"<p><div> Reports Q2 results on Thursday, Aug. 5, after the market close Revenue Expectation: $143 billion EPS Expectation: loss of $0.23  Shares of Beyond Meat, Inc. have remained under pressure throughout the...</p><p><blockquote><div>8月5日星期四收盘后公布第二季度业绩收入预期：每股收益1,430亿美元预期：亏损0.23美元Beyond Meat公司的股价在整个季度一直面临压力。</div></blockquote></p><p>  <a href=\"https://www.investing.com/analysis/beyond-meat-q2-earnings-restaurant-sales-in-focus-as-economy-reopening-200595860\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.investing.com/analysis/beyond-meat-q2-earnings-restaurant-sales-in-focus-as-economy-reopening-200595860\">网页连接</a></blockquote></p><p></p>","source":"lsy1594375853987","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>Beyond Meat Q2 Earnings: Restaurant Sales In Focus As Economy Reopens<blockquote>Beyond Meat第二季度收益：随着经济重新开放，餐厅销售成为焦点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeyond Meat Q2 Earnings: Restaurant Sales In Focus As Economy Reopens<blockquote>Beyond Meat第二季度收益：随着经济重新开放，餐厅销售成为焦点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-04 15:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Reports Q2 results on Thursday, Aug. 5, after the market close Revenue Expectation: $143 billion EPS Expectation: loss of $0.23  Shares of Beyond Meat, Inc. have remained under pressure throughout the...</p><p><blockquote><div>8月5日星期四收盘后公布第二季度业绩收入预期：每股收益1,430亿美元预期：亏损0.23美元Beyond Meat公司的股价在整个季度一直面临压力。</div></blockquote></p><p>  <a href=\"https://www.investing.com/analysis/beyond-meat-q2-earnings-restaurant-sales-in-focus-as-economy-reopening-200595860\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.investing.com/analysis/beyond-meat-q2-earnings-restaurant-sales-in-focus-as-economy-reopening-200595860\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investing.com/analysis/beyond-meat-q2-earnings-restaurant-sales-in-focus-as-economy-reopening-200595860\">investing.com</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":{"BYND":"Beyond Meat, Inc."},"source_url":"https://www.investing.com/analysis/beyond-meat-q2-earnings-restaurant-sales-in-focus-as-economy-reopening-200595860","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174986187","content_text":"Reports Q2 results on Thursday, Aug. 5, after the market close\nRevenue Expectation: $143 billion\nEPS Expectation: loss of $0.23\n\nShares of Beyond Meat, Inc. have remained under pressure throughout the pandemic as the veggie burger-maker struggled to increase its sales when restaurants, stadiums and campuses were closed.\nBYND Daily\nAs the economy reopens and some of these avenues start again, investors are not convinced that sales will come back quickly. BYND shares have fallen 19% during the past month, illustrating investors' nervousness about owning this high-growth stock.\nWhen the Los Angeles-based company releases its second-quarter earnings tomorrow, one of the most important numbers to analyze is how quickly sales from restaurant and food-service sectors are rebounding.\nUnlike other packaged-food companies, Beyond Meat relies heavily on these segments for growth. The emergence of the Delta variant of COVID-19, which forced many countries to re-impose lockdowns and prompted US health authorities to reinstate mask mandates at indoor settings, is making the revenue outlook more uncertain for BYND.\nDespite the pandemic setback, we continue to believe Beyond Meat is a great food stock to own as consumers become more health conscious. Its recent weakness is a bump in the company’s long-term growth potential. BYND’s latest partnerships and expansion plans validate this bullish case.\nA Clear Lead\nA few years ago the big question was whether fake meat would take off. Now that it’s moving into the mainstream, the global market is projected to reach $450 billion by 2040, accordingto global consulting firm Kearney.\nAnd when it comes to competition, Beyond Meat is much further along than its closest rival, Impossible Foods. It had more US retailers—28,000 compared with Impossible’s 20,000. Its products were being offered in more restaurants (42,000 in the US vs. 30,000+), and more international markets (more than 80 vs. 5), according to a Bloomberg analysisin April.\nBeyond Meat this year announced several expansion plans that should ease investor anxiety, including a new burger, European retail expansion, and the opening of its production plant in China—its first outside the US—to produce and distribute its plant-based products, including Beyond Pork, created specifically for the Chinese market.\nIn January, Beyond Meat finalized its agreements with McDonald's and Yum—two of the largest fast-food companies in the world. The three-year deal with McDonald’s makes Beyond Meat the chain’s “preferred supplier” for the McPlant patty. Beyond Meat and McDonald’s will also explore developing other plant-based menu items, including alternative chicken, pork and eggs.\nBottom Line\nBeyond Meat sales will rebound quickly once the global economy overcomes the pandemic and people resume their routine activities. The company’s leading position in the plant-based food market makes it an ideal candidate to buy on weakness.","news_type":1,"symbols_score_info":{"BYND":0.9}},"isVote":1,"tweetType":1,"viewCount":744,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":608600591,"gmtCreate":1638696838614,"gmtModify":1638696838793,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Yeah. Like pls.","listText":"Yeah. Like pls.","text":"Yeah. Like pls.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/608600591","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869256712,"gmtCreate":1632296702336,"gmtModify":1632801426686,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Like pls&nbsp;","listText":"Like pls&nbsp;","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/869256712","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":875823939,"gmtCreate":1637633564248,"gmtModify":1637633564376,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Omg. Pls like.","listText":"Omg. Pls like.","text":"Omg. Pls like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/875823939","repostId":"2185306806","repostType":4,"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871183977,"gmtCreate":1637036485998,"gmtModify":1637036486163,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Omg. Pls like.","listText":"Omg. Pls like.","text":"Omg. Pls like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/871183977","repostId":"1160740007","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827310148,"gmtCreate":1634409960226,"gmtModify":1634409960688,"author":{"id":"3580988274582448","authorId":"3580988274582448","name":"DragonKing","avatar":"https://static.tigerbbs.com/999074a932b6e7b44c07fcebc581aacb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580988274582448","authorIdStr":"3580988274582448"},"themes":[],"title":"","htmlText":"Yeah. Like please.","listText":"Yeah. Like please.","text":"Yeah. Like please.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/827310148","repostId":"2175112192","repostType":4,"isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}