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chenyang0704

chenyang0704

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2021-12-21

Good to know

Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>

2021-12-10

Ok

Department of Defense Awards C3 AI $500 Million Agreement<blockquote>国防部授予C3 AI 5亿美元协议</blockquote>

2021-09-04

Yes

AMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?<blockquote>AMZN是唯一一只脱离峰值的FAAMG股票。逢低买入？</blockquote>

2021-09-02

Wow

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2021-09-01

Like please

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2021-06-13

Comment

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2021-06-13

Comment

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2021-06-12

Good

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2021-06-12

What do yall think about JD.com?

2021-06-12

Omg

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2021-04-24

Like please thanks

SoftBank SPAC in talks about $2bn merger with location start-up Mapbox<blockquote>软银SPAC正在与定位初创公司Mapbox洽谈20亿美元合并</blockquote>

2021-04-24

Wow

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2021-04-21

Cashless

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2021-04-21

Cashless!

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"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693588548","repostId":"1191747148","repostType":4,"repost":{"id":"1191747148","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":1640048148,"share":"https://www.laohu8.com/m/news/1191747148?lang=zh_CN&edition=full","pubTime":"2021-12-21 08:55","market":"us","language":"en","title":"Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191747148","media":"Benzinga","summary":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney","content":"<p>A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;<b>Walt Disney Co.</b>, citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.</p><p><blockquote>美国银行分析师重申了买入评级和191美元的目标价<b>华特·迪斯尼公司。</b>，理由是人们对该公司的影院上映感到失望，同时对其Disney+流媒体服务和不久的将来主题公园的上座率表示乐观。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>On The Small Screen:</b>In a new paper, BofA research analyst<b>Jessica Reif Ehrlich</b>stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”</p><p><blockquote><b>在小屏幕上：</b>在一篇新论文中，美国银行研究分析师<b>杰西卡成熟诚实</b>表示迪士尼“在主题公园容量持续增加和2022财年下半年内容不断改善的推动下，仍处于复苏的有利位置。”她估计，由于《披头士：归来》、《鹰眼》和即将上映的《波巴·费特》等内容的增加，以及其热门院线电影《丛林巡游》和《尚气与十环传奇》的流媒体演示，Disney+将增加700万新订阅者。</blockquote></p><p> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.</p><p><blockquote>她还认为，《披头士：归来》的受欢迎程度可能会刺激迪士尼“超越传统品牌”实现内容多元化，以吸引更多迪士尼+订户。</blockquote></p><p> <b>On The Big Screen:</b>In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;<b>Sony Pictures</b>&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.</p><p><blockquote><b>在大屏幕上：</b>在当前周末的影院上映名单中，迪士尼有四部电影跻身美国影院票房前10名；它还与以下公司签订了共同融资和利润分享协议<b>索尼影业</b>对于目前的票房冠军，索尼正在发行的《蜘蛛侠：英雄无归》。</blockquote></p><p> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”</p><p><blockquote>然而，Ehrlich写道，迪士尼“本季度的影院上映令人失望，可能是由于奥密克戎变种的激增。因此，DIS将再次被迫重新评估2022年的电影发行策略。我们相信Disney+的成功是牛市论点的一个关键原则，如果票房持续低迷，电影可以作为DIS+的重要订户获取工具。”</blockquote></p><p> <b>In The Theme Parks:</b>Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”</p><p><blockquote><b>在主题公园：</b>纵观迪士尼主题公园的运营，埃利希预计2022年第一季度“将反映出上座率改善的迹象”，并指出冠状病毒的奥密克戎变种“迄今为止尚未对上座率产生重大影响”。</blockquote></p><p> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.</p><p><blockquote>她还预测，“提高公园的运营杠杆”将抵消因缺乏政治广告、NFL和大学橄榄球成本增加以及国际频道减少而造成的“内容销售/许可方面的增量阻力”。</blockquote></p><p> <b>In The Near Future:</b>Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”</p><p><blockquote><b>在不久的将来：</b>展望未来，她预测FYQ1息税前利润为15.2亿美元，每股收益为37美分，高于之前预测的15亿美元和35美分。然而，她也警告说，潜在的风险等待着该公司，包括“由于裁员、消费者信心减弱和主题公园上座率疲软，ESPN的增长显着放缓，由于观众交付疲软和/或经济状况和/或电影疲软而导致的广告疲软以及21CF集成的执行不力。”</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>Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</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 08:55</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;<b>Walt Disney Co.</b>, citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.</p><p><blockquote>美国银行分析师重申了买入评级和191美元的目标价<b>华特·迪斯尼公司。</b>，理由是人们对该公司的影院上映感到失望，同时对其Disney+流媒体服务和不久的将来主题公园的上座率表示乐观。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>On The Small Screen:</b>In a new paper, BofA research analyst<b>Jessica Reif Ehrlich</b>stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”</p><p><blockquote><b>在小屏幕上：</b>在一篇新论文中，美国银行研究分析师<b>杰西卡成熟诚实</b>表示迪士尼“在主题公园容量持续增加和2022财年下半年内容不断改善的推动下，仍处于复苏的有利位置。”她估计，由于《披头士：归来》、《鹰眼》和即将上映的《波巴·费特》等内容的增加，以及其热门院线电影《丛林巡游》和《尚气与十环传奇》的流媒体演示，Disney+将增加700万新订阅者。</blockquote></p><p> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.</p><p><blockquote>她还认为，《披头士：归来》的受欢迎程度可能会刺激迪士尼“超越传统品牌”实现内容多元化，以吸引更多迪士尼+订户。</blockquote></p><p> <b>On The Big Screen:</b>In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;<b>Sony Pictures</b>&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.</p><p><blockquote><b>在大屏幕上：</b>在当前周末的影院上映名单中，迪士尼有四部电影跻身美国影院票房前10名；它还与以下公司签订了共同融资和利润分享协议<b>索尼影业</b>对于目前的票房冠军，索尼正在发行的《蜘蛛侠：英雄无归》。</blockquote></p><p> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”</p><p><blockquote>然而，Ehrlich写道，迪士尼“本季度的影院上映令人失望，可能是由于奥密克戎变种的激增。因此，DIS将再次被迫重新评估2022年的电影发行策略。我们相信Disney+的成功是牛市论点的一个关键原则，如果票房持续低迷，电影可以作为DIS+的重要订户获取工具。”</blockquote></p><p> <b>In The Theme Parks:</b>Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”</p><p><blockquote><b>在主题公园：</b>纵观迪士尼主题公园的运营，埃利希预计2022年第一季度“将反映出上座率改善的迹象”，并指出冠状病毒的奥密克戎变种“迄今为止尚未对上座率产生重大影响”。</blockquote></p><p> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.</p><p><blockquote>她还预测，“提高公园的运营杠杆”将抵消因缺乏政治广告、NFL和大学橄榄球成本增加以及国际频道减少而造成的“内容销售/许可方面的增量阻力”。</blockquote></p><p> <b>In The Near Future:</b>Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”</p><p><blockquote><b>在不久的将来：</b>展望未来，她预测FYQ1息税前利润为15.2亿美元，每股收益为37美分，高于之前预测的15亿美元和35美分。然而，她也警告说，潜在的风险等待着该公司，包括“由于裁员、消费者信心减弱和主题公园上座率疲软，ESPN的增长显着放缓，由于观众交付疲软和/或经济状况和/或电影疲软而导致的广告疲软以及21CF集成的执行不力。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191747148","content_text":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney Co., citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.\n\nOn The Small Screen:In a new paper, BofA research analystJessica Reif Ehrlichstated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”\nShe also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.\nOn The Big Screen:In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with Sony Pictures for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.\nHowever, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”\nIn The Theme Parks:Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”\nShe also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.\nIn The Near Future:Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due to cord cutting, weakened consumer confidence and softer theme park attendance, advertising weakness due to softer audience delivery and/or economic conditions and/or film flops and poor execution with respect to the 21CF integration.”","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605064082,"gmtCreate":1639094537405,"gmtModify":1639094537460,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605064082","repostId":"1197876683","repostType":4,"repost":{"id":"1197876683","kind":"news","pubTimestamp":1639092940,"share":"https://www.laohu8.com/m/news/1197876683?lang=zh_CN&edition=full","pubTime":"2021-12-10 07:35","market":"us","language":"en","title":"Department of Defense Awards C3 AI $500 Million Agreement<blockquote>国防部授予C3 AI 5亿美元协议</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197876683","media":"Business Wire","summary":"C3.ai, Inc. (NYSE:AI), the leading Enterprise AI software company, has established a new five-year P","content":"<p>C3.ai, Inc. (NYSE:AI), the leading Enterprise AI software company, has established a new five-year Production-Other Transaction Agreement with the U.S. Department of Defense (DoD).</p><p><blockquote>领先的企业人工智能软件公司C3.ai，Inc.（纽约证券交易所代码：AI）与美国签订了一项新的五年生产-其他交易协议。国防部（DoD）。</blockquote></p><p> “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”</p><p><blockquote>“我们很高兴被选中参与这些重要举措，并期待扩大我们的工作并找到新的方法来更好地为美国联邦政府服务。”</blockquote></p><p> Tweet this</p><p><blockquote>推特这个</blockquote></p><p> The agreement allows for an accelerated timeline to acquire C3 AI’s suite of Enterprise AI products and allows any DoD agency to acquire C3 AI products and services for modelling and simulation.</p><p><blockquote>该协议允许加快获取C3 AI企业人工智能产品套件的时间表，并允许任何国防部机构获取用于建模和仿真的C3 AI产品和服务。</blockquote></p><p> Accelerating the DoD’s enterprise AI capabilities is vital to developing and deploying systems to counter increasingly capable threats. C3 AI’s software enables the DoD to rapidly address additional use cases and scale AI applications across all branches of the U.S. DoD.</p><p><blockquote>加速国防部的企业人工智能能力对于开发和部署系统以应对能力日益增强的威胁至关重要。C3 AI的软件使国防部能够快速解决额外的用例，并在美国国防部的所有分支机构中扩展人工智能应用。</blockquote></p><p> “The new Agreement has a DoD-wide scope, accelerating research projects in simulation and modelling and production deployments for operations and sustainment,” said Thomas M. Siebel, CEO of C3 AI. “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”</p><p><blockquote>C3 AI首席执行官Thomas M.Siebel表示：“新协议具有整个国防部的范围，加速了仿真和建模方面的研究项目以及运营和维护的生产部署。”“我们很高兴被选中参与这些重要举措，并期待扩大我们的工作并找到新的方法来更好地为美国联邦政府服务。”</blockquote></p><p> This agreement accelerates the adoption of the C3 AI Suite and C3 AI defense and intelligence applications like those currently in use at the U.S. Air Force, Space Command, RSO, F35 JPO, DISA, and others. C3 AI defense and intelligence applications in use today include insider threat, security clearance adjudication, readiness, AI predictive maintenance, modelling and simulation, missile trajectory modelling, and data fusion. These enterprise capabilities are critical to DoD and intelligence agencies as they accelerate their transformation towards large-scale deployments of increasingly vital artificial intelligence capabilities.</p><p><blockquote>该协议加速了C3 AI套件和C3 AI国防和情报应用程序的采用，如美国空军、太空司令部、RSO、F35 JPO、DISA等目前使用的应用程序。目前使用的C3人工智能防御和情报应用包括内部威胁、安全许可裁决、战备状态、人工智能预测性维护、建模和仿真、导弹轨迹建模和数据融合。随着国防部和情报机构加速向大规模部署日益重要的人工智能能力转型，这些企业能力对他们至关重要。</blockquote></p><p></p>","source":"lsy1580987242494","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>Department of Defense Awards C3 AI $500 Million Agreement<blockquote>国防部授予C3 AI 5亿美元协议</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\">\nDepartment of Defense Awards C3 AI $500 Million Agreement<blockquote>国防部授予C3 AI 5亿美元协议</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Business Wire</strong><span class=\"h-time small\">2021-12-10 07:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>C3.ai, Inc. (NYSE:AI), the leading Enterprise AI software company, has established a new five-year Production-Other Transaction Agreement with the U.S. Department of Defense (DoD).</p><p><blockquote>领先的企业人工智能软件公司C3.ai，Inc.（纽约证券交易所代码：AI）与美国签订了一项新的五年生产-其他交易协议。国防部（DoD）。</blockquote></p><p> “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”</p><p><blockquote>“我们很高兴被选中参与这些重要举措，并期待扩大我们的工作并找到新的方法来更好地为美国联邦政府服务。”</blockquote></p><p> Tweet this</p><p><blockquote>推特这个</blockquote></p><p> The agreement allows for an accelerated timeline to acquire C3 AI’s suite of Enterprise AI products and allows any DoD agency to acquire C3 AI products and services for modelling and simulation.</p><p><blockquote>该协议允许加快获取C3 AI企业人工智能产品套件的时间表，并允许任何国防部机构获取用于建模和仿真的C3 AI产品和服务。</blockquote></p><p> Accelerating the DoD’s enterprise AI capabilities is vital to developing and deploying systems to counter increasingly capable threats. C3 AI’s software enables the DoD to rapidly address additional use cases and scale AI applications across all branches of the U.S. DoD.</p><p><blockquote>加速国防部的企业人工智能能力对于开发和部署系统以应对能力日益增强的威胁至关重要。C3 AI的软件使国防部能够快速解决额外的用例，并在美国国防部的所有分支机构中扩展人工智能应用。</blockquote></p><p> “The new Agreement has a DoD-wide scope, accelerating research projects in simulation and modelling and production deployments for operations and sustainment,” said Thomas M. Siebel, CEO of C3 AI. “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”</p><p><blockquote>C3 AI首席执行官Thomas M.Siebel表示：“新协议具有整个国防部的范围，加速了仿真和建模方面的研究项目以及运营和维护的生产部署。”“我们很高兴被选中参与这些重要举措，并期待扩大我们的工作并找到新的方法来更好地为美国联邦政府服务。”</blockquote></p><p> This agreement accelerates the adoption of the C3 AI Suite and C3 AI defense and intelligence applications like those currently in use at the U.S. Air Force, Space Command, RSO, F35 JPO, DISA, and others. C3 AI defense and intelligence applications in use today include insider threat, security clearance adjudication, readiness, AI predictive maintenance, modelling and simulation, missile trajectory modelling, and data fusion. These enterprise capabilities are critical to DoD and intelligence agencies as they accelerate their transformation towards large-scale deployments of increasingly vital artificial intelligence capabilities.</p><p><blockquote>该协议加速了C3 AI套件和C3 AI国防和情报应用程序的采用，如美国空军、太空司令部、RSO、F35 JPO、DISA等目前使用的应用程序。目前使用的C3人工智能防御和情报应用包括内部威胁、安全许可裁决、战备状态、人工智能预测性维护、建模和仿真、导弹轨迹建模和数据融合。随着国防部和情报机构加速向大规模部署日益重要的人工智能能力转型，这些企业能力对他们至关重要。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.businesswire.com/news/home/20211209006092/en/Department-of-Defense-Awards-C3-AI-500-Million-Agreement\">Business Wire</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":{"AI":"C3.ai, Inc."},"source_url":"https://www.businesswire.com/news/home/20211209006092/en/Department-of-Defense-Awards-C3-AI-500-Million-Agreement","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197876683","content_text":"C3.ai, Inc. (NYSE:AI), the leading Enterprise AI software company, has established a new five-year Production-Other Transaction Agreement with the U.S. Department of Defense (DoD).\n\n“We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”\n\nTweet this\nThe agreement allows for an accelerated timeline to acquire C3 AI’s suite of Enterprise AI products and allows any DoD agency to acquire C3 AI products and services for modelling and simulation.\n\nAccelerating the DoD’s enterprise AI capabilities is vital to developing and deploying systems to counter increasingly capable threats. C3 AI’s software enables the DoD to rapidly address additional use cases and scale AI applications across all branches of the U.S. DoD.\n\n“The new Agreement has a DoD-wide scope, accelerating research projects in simulation and modelling and production deployments for operations and sustainment,” said Thomas M. Siebel, CEO of C3 AI. “We are thrilled to have been selected for these important initiatives and look forward to expanding our work and finding new ways to better serve the U.S. federal government.”\n\nThis agreement accelerates the adoption of the C3 AI Suite and C3 AI defense and intelligence applications like those currently in use at the U.S. Air Force, Space Command, RSO, F35 JPO, DISA, and others. C3 AI defense and intelligence applications in use today include insider threat, security clearance adjudication, readiness, AI predictive maintenance, modelling and simulation, missile trajectory modelling, and data fusion. These enterprise capabilities are critical to DoD and intelligence agencies as they accelerate their transformation towards large-scale deployments of increasingly vital artificial intelligence capabilities.","news_type":1,"symbols_score_info":{"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815791615,"gmtCreate":1630717888837,"gmtModify":1632466004751,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815791615","repostId":"1151569309","repostType":4,"repost":{"id":"1151569309","kind":"news","pubTimestamp":1630676828,"share":"https://www.laohu8.com/m/news/1151569309?lang=zh_CN&edition=full","pubTime":"2021-09-03 21:47","market":"us","language":"en","title":"AMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?<blockquote>AMZN是唯一一只脱离峰值的FAAMG股票。逢低买入？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151569309","media":"Thestreet","summary":"Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven di","content":"<p>Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.</p><p><blockquote>在FAAMG同行中，亚马逊股票是唯一一只跌破历史高点的股票。亚马逊专家讨论了逢低买入的机会。</blockquote></p><p> Something atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock&nbsp;(<b>AMZN</b>)&nbsp;was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.</p><p><blockquote>最近，大型科技领域发生了一些非典型的事情。截至2021年8月底，也就是几天前，亚马逊股票（<b>AMZN</b>）是唯一一个交易偏离峰值的FAAMG名称——此处定义为较历史最高价下跌1%或更多。</blockquote></p><p> Could this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.</p><p><blockquote>这可能是逢低买入AMZN的机会吗？今天，亚马逊专家谈论9月份的逢低买入机会。</blockquote></p><p> <b>Amazon stock: rare laggard</b></p><p><blockquote><b>亚马逊股票：罕见的落后者</b></blockquote></p><p> The chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.</p><p><blockquote>下图显示了过去五年中五只FAAMG股票跌破历史高点的频率（占总交易日的百分比）。近一半的时间（42%），这五家公司都同时距离历史最高点至少有1%的差距。</blockquote></p><p> This makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.</p><p><blockquote>这对我来说是合乎逻辑的。科技股价格往往波动较大，并且经常从高点“剥离”，尽管股价在较长时间内普遍走高。</blockquote></p><p> The least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.</p><p><blockquote>最不常见的情况是只有一只FAAMG股票陷入困境，而所有其他股票都徘徊在峰值附近。平均而言，每12到13个交易日中只有1个会发生这种情况（即每两到三周一天）。这正是8月底亚马逊股票的情况。</blockquote></p><p> Once again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.</p><p><blockquote>同样，这具有直观的意义。粗略地说，FAAMG股票的表现与宏观经济和广泛的市场力量类似。健康的消费者支出、经济增长、市场热情和低利率都是整个同行群体的看涨因素。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a09638bca8fb5d57bada216196f071c\" tg-width=\"1200\" tg-height=\"686\" referrerpolicy=\"no-referrer\"><span>Figure 2: Number of FAAMG stocks off peak. data from Yahoo Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：非高峰时期的FAAMG股票数量。数据来自雅虎财经</span></p></blockquote></p><p> <h3>Buy-the-dip opportunity</h3> In my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.</p><p><blockquote><h3>逢低买入机会</h3>在我看来，亚马逊在同行中的失败者地位（在本例中通过提款来衡量）仍然让人想起该公司刚刚收到的第三季度收益报告。早在7月份，这家总部位于西雅图的巨头就打破了分析师和投资者的泡沫，其电子商务收入落后于共识。</blockquote></p><p> Amazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.</p><p><blockquote>亚马逊还没有走出困境。尽管对新冠肺炎的担忧挥之不去，引发了一些人对数字零售渠道在2021年下半年仍将表现良好的希望，但全球经济应该会在未来12个月内逐渐（并有望）重新开放并恢复到“新常态”。因此，在可预见的未来，电子商务的逆风当然不是不可能的。</blockquote></p><p> However,history has shown time and again&nbsp;that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation&nbsp;shelp to set up AMZN for higher-than-peer group returns over the next several months.</p><p><blockquote>然而，历史一再表明，在回调时购买亚马逊股票是一个很好的策略。虽然目前仅5%至10%的回撤似乎并不多，但我相信合理的估值有助于AMZN在未来几个月获得高于同行的集团回报。</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>AMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?<blockquote>AMZN是唯一一只脱离峰值的FAAMG股票。逢低买入？</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\">\nAMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?<blockquote>AMZN是唯一一只脱离峰值的FAAMG股票。逢低买入？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-03 21:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.</p><p><blockquote>在FAAMG同行中，亚马逊股票是唯一一只跌破历史高点的股票。亚马逊专家讨论了逢低买入的机会。</blockquote></p><p> Something atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock&nbsp;(<b>AMZN</b>)&nbsp;was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.</p><p><blockquote>最近，大型科技领域发生了一些非典型的事情。截至2021年8月底，也就是几天前，亚马逊股票（<b>AMZN</b>）是唯一一个交易偏离峰值的FAAMG名称——此处定义为较历史最高价下跌1%或更多。</blockquote></p><p> Could this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.</p><p><blockquote>这可能是逢低买入AMZN的机会吗？今天，亚马逊专家谈论9月份的逢低买入机会。</blockquote></p><p> <b>Amazon stock: rare laggard</b></p><p><blockquote><b>亚马逊股票：罕见的落后者</b></blockquote></p><p> The chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.</p><p><blockquote>下图显示了过去五年中五只FAAMG股票跌破历史高点的频率（占总交易日的百分比）。近一半的时间（42%），这五家公司都同时距离历史最高点至少有1%的差距。</blockquote></p><p> This makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.</p><p><blockquote>这对我来说是合乎逻辑的。科技股价格往往波动较大，并且经常从高点“剥离”，尽管股价在较长时间内普遍走高。</blockquote></p><p> The least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.</p><p><blockquote>最不常见的情况是只有一只FAAMG股票陷入困境，而所有其他股票都徘徊在峰值附近。平均而言，每12到13个交易日中只有1个会发生这种情况（即每两到三周一天）。这正是8月底亚马逊股票的情况。</blockquote></p><p> Once again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.</p><p><blockquote>同样，这具有直观的意义。粗略地说，FAAMG股票的表现与宏观经济和广泛的市场力量类似。健康的消费者支出、经济增长、市场热情和低利率都是整个同行群体的看涨因素。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a09638bca8fb5d57bada216196f071c\" tg-width=\"1200\" tg-height=\"686\" referrerpolicy=\"no-referrer\"><span>Figure 2: Number of FAAMG stocks off peak. data from Yahoo Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：非高峰时期的FAAMG股票数量。数据来自雅虎财经</span></p></blockquote></p><p> <h3>Buy-the-dip opportunity</h3> In my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.</p><p><blockquote><h3>逢低买入机会</h3>在我看来，亚马逊在同行中的失败者地位（在本例中通过提款来衡量）仍然让人想起该公司刚刚收到的第三季度收益报告。早在7月份，这家总部位于西雅图的巨头就打破了分析师和投资者的泡沫，其电子商务收入落后于共识。</blockquote></p><p> Amazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.</p><p><blockquote>亚马逊还没有走出困境。尽管对新冠肺炎的担忧挥之不去，引发了一些人对数字零售渠道在2021年下半年仍将表现良好的希望，但全球经济应该会在未来12个月内逐渐（并有望）重新开放并恢复到“新常态”。因此，在可预见的未来，电子商务的逆风当然不是不可能的。</blockquote></p><p> However,history has shown time and again&nbsp;that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation&nbsp;shelp to set up AMZN for higher-than-peer group returns over the next several months.</p><p><blockquote>然而，历史一再表明，在回调时购买亚马逊股票是一个很好的策略。虽然目前仅5%至10%的回撤似乎并不多，但我相信合理的估值有助于AMZN在未来几个月获得高于同行的集团回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151569309","content_text":"Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.\nSomething atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock (AMZN) was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.\nCould this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.\nAmazon stock: rare laggard\nThe chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.\nThis makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.\nThe least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.\nOnce again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.\nFigure 2: Number of FAAMG stocks off peak. data from Yahoo Finance\nBuy-the-dip opportunity\nIn my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.\nAmazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.\nHowever,history has shown time and again that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation shelp to set up AMZN for higher-than-peer group returns over the next several months.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812028714,"gmtCreate":1630542347438,"gmtModify":1632473784543,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812028714","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":2656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816504617,"gmtCreate":1630506077839,"gmtModify":1632475711529,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like 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do yall think about JD.com?","listText":"What do yall think about JD.com?","text":"What do yall think about JD.com?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186987652","isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186984904,"gmtCreate":1623469535408,"gmtModify":1634032727797,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Omg","listText":"Omg","text":"Omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186984904","repostId":"2142206311","repostType":4,"isVote":1,"tweetType":1,"viewCount":2762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372576450,"gmtCreate":1619230477570,"gmtModify":1634287592987,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Like please thanks","listText":"Like please thanks","text":"Like please thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372576450","repostId":"1129095305","repostType":4,"repost":{"id":"1129095305","kind":"news","pubTimestamp":1619191066,"share":"https://www.laohu8.com/m/news/1129095305?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:17","market":"us","language":"en","title":"SoftBank SPAC in talks about $2bn merger with location start-up Mapbox<blockquote>软银SPAC正在与定位初创公司Mapbox洽谈20亿美元合并</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095305","media":"Sky News","summary":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based M","content":"<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.</p><p><blockquote>天空新闻获悉，软银成立的一家在纽约上市的空白支票公司正在与总部位于华盛顿的Mapbox进行合并谈判。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667ca3f64b0a88847ecea6eeb2ee7eb1\" tg-width=\"2048\" tg-height=\"1152\"><span>SoftBank chief executive Masayoshi Son</span></p><p><blockquote><p class=\"t-img-caption\"><span>软银首席执行官孙正义</span></p></blockquote></p><p> A ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.</p><p><blockquote>日本科技巨头软银成立的一家“空白支票”公司正在与一家初创公司进行合并谈判，该公司在提供复杂的位置数据服务方面与谷歌地图等公司竞争。</blockquote></p><p> Sky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.</p><p><blockquote>天空新闻获悉，Mapbox正在就通过一家特殊目的收购公司（特殊目的收购公司）上市进行详细谈判，这是近几个月来通过这种途径在纽约交易所上市的众多科技企业中的最新一家。</blockquote></p><p> A US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.</p><p><blockquote>一位美国银行业消息人士周五表示，MapBox和SVF Investment Corp.3之间的讨论已进入后期阶段，但警告称，最终交易仍可能破裂。</blockquote></p><p> Investment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.</p><p><blockquote>据了解，包括Cantor Fitzgerald、花旗、德意志银行、摩根大通和瑞银在内的投资银行都参与了这笔交易。</blockquote></p><p> Although Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.</p><p><blockquote>尽管Mapbox选择SPAC来启动其作为上市公司的任期并不罕见，但这笔交易将是不寻常的，因为软银已经通过其庞大的愿景基金成为该公司的股东。</blockquote></p><p> Mapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.</p><p><blockquote>Mapbox成立于2010年，2017年宣布软银领投了1.64亿美元的C轮融资，但没有透露其估值。</blockquote></p><p> It was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.</p><p><blockquote>周五尚不清楚此次合并将通过交易中被称为PIPE的部分涉及多少新资本——对公共股权的私人投资。</blockquote></p><p></p>","source":"lsy1619191032898","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>SoftBank SPAC in talks about $2bn merger with location start-up Mapbox<blockquote>软银SPAC正在与定位初创公司Mapbox洽谈20亿美元合并</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\">\nSoftBank SPAC in talks about $2bn merger with location start-up Mapbox<blockquote>软银SPAC正在与定位初创公司Mapbox洽谈20亿美元合并</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Sky News</strong><span class=\"h-time small\">2021-04-23 23:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.</p><p><blockquote>天空新闻获悉，软银成立的一家在纽约上市的空白支票公司正在与总部位于华盛顿的Mapbox进行合并谈判。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667ca3f64b0a88847ecea6eeb2ee7eb1\" tg-width=\"2048\" tg-height=\"1152\"><span>SoftBank chief executive Masayoshi Son</span></p><p><blockquote><p class=\"t-img-caption\"><span>软银首席执行官孙正义</span></p></blockquote></p><p> A ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.</p><p><blockquote>日本科技巨头软银成立的一家“空白支票”公司正在与一家初创公司进行合并谈判，该公司在提供复杂的位置数据服务方面与谷歌地图等公司竞争。</blockquote></p><p> Sky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.</p><p><blockquote>天空新闻获悉，Mapbox正在就通过一家特殊目的收购公司（特殊目的收购公司）上市进行详细谈判，这是近几个月来通过这种途径在纽约交易所上市的众多科技企业中的最新一家。</blockquote></p><p> A US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.</p><p><blockquote>一位美国银行业消息人士周五表示，MapBox和SVF Investment Corp.3之间的讨论已进入后期阶段，但警告称，最终交易仍可能破裂。</blockquote></p><p> Investment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.</p><p><blockquote>据了解，包括Cantor Fitzgerald、花旗、德意志银行、摩根大通和瑞银在内的投资银行都参与了这笔交易。</blockquote></p><p> Although Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.</p><p><blockquote>尽管Mapbox选择SPAC来启动其作为上市公司的任期并不罕见，但这笔交易将是不寻常的，因为软银已经通过其庞大的愿景基金成为该公司的股东。</blockquote></p><p> Mapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.</p><p><blockquote>Mapbox成立于2010年，2017年宣布软银领投了1.64亿美元的C轮融资，但没有透露其估值。</blockquote></p><p> It was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.</p><p><blockquote>周五尚不清楚此次合并将通过交易中被称为PIPE的部分涉及多少新资本——对公共股权的私人投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784\">Sky News</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":{"SFTBY":"软银集团"},"source_url":"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129095305","content_text":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.\nSoftBank chief executive Masayoshi Son\nA ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.\nSky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.\nA US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.\nInvestment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.\nAlthough Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.\nMapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.\nIt was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public 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please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816504617","repostId":"1135976013","repostType":4,"isVote":1,"tweetType":1,"viewCount":2710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182238583,"gmtCreate":1623575961442,"gmtModify":1634031481740,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182238583","repostId":"2142204074","repostType":4,"isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372576450,"gmtCreate":1619230477570,"gmtModify":1634287592987,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Like please thanks","listText":"Like please thanks","text":"Like please thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372576450","repostId":"1129095305","repostType":4,"repost":{"id":"1129095305","kind":"news","pubTimestamp":1619191066,"share":"https://www.laohu8.com/m/news/1129095305?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:17","market":"us","language":"en","title":"SoftBank SPAC in talks about $2bn merger with location start-up Mapbox<blockquote>软银SPAC正在与定位初创公司Mapbox洽谈20亿美元合并</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129095305","media":"Sky News","summary":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based M","content":"<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.</p><p><blockquote>天空新闻获悉，软银成立的一家在纽约上市的空白支票公司正在与总部位于华盛顿的Mapbox进行合并谈判。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667ca3f64b0a88847ecea6eeb2ee7eb1\" tg-width=\"2048\" tg-height=\"1152\"><span>SoftBank chief executive Masayoshi Son</span></p><p><blockquote><p class=\"t-img-caption\"><span>软银首席执行官孙正义</span></p></blockquote></p><p> A ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.</p><p><blockquote>日本科技巨头软银成立的一家“空白支票”公司正在与一家初创公司进行合并谈判，该公司在提供复杂的位置数据服务方面与谷歌地图等公司竞争。</blockquote></p><p> Sky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.</p><p><blockquote>天空新闻获悉，Mapbox正在就通过一家特殊目的收购公司（特殊目的收购公司）上市进行详细谈判，这是近几个月来通过这种途径在纽约交易所上市的众多科技企业中的最新一家。</blockquote></p><p> A US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.</p><p><blockquote>一位美国银行业消息人士周五表示，MapBox和SVF Investment Corp.3之间的讨论已进入后期阶段，但警告称，最终交易仍可能破裂。</blockquote></p><p> Investment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.</p><p><blockquote>据了解，包括Cantor Fitzgerald、花旗、德意志银行、摩根大通和瑞银在内的投资银行都参与了这笔交易。</blockquote></p><p> Although Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.</p><p><blockquote>尽管Mapbox选择SPAC来启动其作为上市公司的任期并不罕见，但这笔交易将是不寻常的，因为软银已经通过其庞大的愿景基金成为该公司的股东。</blockquote></p><p> Mapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.</p><p><blockquote>Mapbox成立于2010年，2017年宣布软银领投了1.64亿美元的C轮融资，但没有透露其估值。</blockquote></p><p> It was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.</p><p><blockquote>周五尚不清楚此次合并将通过交易中被称为PIPE的部分涉及多少新资本——对公共股权的私人投资。</blockquote></p><p></p>","source":"lsy1619191032898","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>SoftBank SPAC in talks about $2bn merger with location start-up Mapbox<blockquote>软银SPAC正在与定位初创公司Mapbox洽谈20亿美元合并</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\">\nSoftBank SPAC in talks about $2bn merger with location start-up Mapbox<blockquote>软银SPAC正在与定位初创公司Mapbox洽谈20亿美元合并</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Sky News</strong><span class=\"h-time small\">2021-04-23 23:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.</p><p><blockquote>天空新闻获悉，软银成立的一家在纽约上市的空白支票公司正在与总部位于华盛顿的Mapbox进行合并谈判。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/667ca3f64b0a88847ecea6eeb2ee7eb1\" tg-width=\"2048\" tg-height=\"1152\"><span>SoftBank chief executive Masayoshi Son</span></p><p><blockquote><p class=\"t-img-caption\"><span>软银首席执行官孙正义</span></p></blockquote></p><p> A ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.</p><p><blockquote>日本科技巨头软银成立的一家“空白支票”公司正在与一家初创公司进行合并谈判，该公司在提供复杂的位置数据服务方面与谷歌地图等公司竞争。</blockquote></p><p> Sky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.</p><p><blockquote>天空新闻获悉，Mapbox正在就通过一家特殊目的收购公司（特殊目的收购公司）上市进行详细谈判，这是近几个月来通过这种途径在纽约交易所上市的众多科技企业中的最新一家。</blockquote></p><p> A US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.</p><p><blockquote>一位美国银行业消息人士周五表示，MapBox和SVF Investment Corp.3之间的讨论已进入后期阶段，但警告称，最终交易仍可能破裂。</blockquote></p><p> Investment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.</p><p><blockquote>据了解，包括Cantor Fitzgerald、花旗、德意志银行、摩根大通和瑞银在内的投资银行都参与了这笔交易。</blockquote></p><p> Although Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.</p><p><blockquote>尽管Mapbox选择SPAC来启动其作为上市公司的任期并不罕见，但这笔交易将是不寻常的，因为软银已经通过其庞大的愿景基金成为该公司的股东。</blockquote></p><p> Mapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.</p><p><blockquote>Mapbox成立于2010年，2017年宣布软银领投了1.64亿美元的C轮融资，但没有透露其估值。</blockquote></p><p> It was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.</p><p><blockquote>周五尚不清楚此次合并将通过交易中被称为PIPE的部分涉及多少新资本——对公共股权的私人投资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784\">Sky News</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":{"SFTBY":"软银集团"},"source_url":"https://news.sky.com/story/softbank-spac-in-talks-about-2bn-merger-with-location-start-up-mapbox-12284784","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129095305","content_text":"A New York-listed blank cheque company set up by SoftBank is in merger talks with Washington-based Mapbox, Sky News learns.\nSoftBank chief executive Masayoshi Son\nA ‘blank cheque’ company set up by the Japanese technology giant SoftBank is in talks to merge with a start-up which competes with the likes of Google Maps in the provision of sophisticated location data services.\nSky News has learnt that Mapbox is in detailed negotiations to go public through a special purpose acquisition company (SPAC) - the latest in a torrent of technology businesses to list on New York exchanges through such a route in recent months.\nA US banking source said on Friday that the discussions between MapBox and SVF Investment Corp. 3 were at an advanced stage, but cautioned that a definitive transaction could still fall apart.\nInvestment banks including Cantor Fitzgerald, Citi, Deutsche Bank, JP Morgan and UBS are all understood to be involved in the deal.\nAlthough Mapbox would be far from unusual in choosing a SPAC to launch its tenure as a publicly traded company, the transaction would be unusual in that SoftBank is already a shareholder in the company through its vast Vision Fund.\nMapbox, which was founded in 2010, announced in 2017 that SoftBank had led a $164m Series C funding round without disclosing its valuation.\nIt was unclear on Friday how much new capital the merger would involve through a component of the deal known as a PIPE - private investment in public equity.","news_type":1,"symbols_score_info":{"SFTBY":0.9,"SVFC":0.9}},"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":693588548,"gmtCreate":1640050213513,"gmtModify":1640050213573,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Good to know","listText":"Good to know","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693588548","repostId":"1191747148","repostType":4,"repost":{"id":"1191747148","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":1640048148,"share":"https://www.laohu8.com/m/news/1191747148?lang=zh_CN&edition=full","pubTime":"2021-12-21 08:55","market":"us","language":"en","title":"Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191747148","media":"Benzinga","summary":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney","content":"<p>A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;<b>Walt Disney Co.</b>, citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.</p><p><blockquote>美国银行分析师重申了买入评级和191美元的目标价<b>华特·迪斯尼公司。</b>，理由是人们对该公司的影院上映感到失望，同时对其Disney+流媒体服务和不久的将来主题公园的上座率表示乐观。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>On The Small Screen:</b>In a new paper, BofA research analyst<b>Jessica Reif Ehrlich</b>stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”</p><p><blockquote><b>在小屏幕上：</b>在一篇新论文中，美国银行研究分析师<b>杰西卡成熟诚实</b>表示迪士尼“在主题公园容量持续增加和2022财年下半年内容不断改善的推动下，仍处于复苏的有利位置。”她估计，由于《披头士：归来》、《鹰眼》和即将上映的《波巴·费特》等内容的增加，以及其热门院线电影《丛林巡游》和《尚气与十环传奇》的流媒体演示，Disney+将增加700万新订阅者。</blockquote></p><p> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.</p><p><blockquote>她还认为，《披头士：归来》的受欢迎程度可能会刺激迪士尼“超越传统品牌”实现内容多元化，以吸引更多迪士尼+订户。</blockquote></p><p> <b>On The Big Screen:</b>In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;<b>Sony Pictures</b>&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.</p><p><blockquote><b>在大屏幕上：</b>在当前周末的影院上映名单中，迪士尼有四部电影跻身美国影院票房前10名；它还与以下公司签订了共同融资和利润分享协议<b>索尼影业</b>对于目前的票房冠军，索尼正在发行的《蜘蛛侠：英雄无归》。</blockquote></p><p> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”</p><p><blockquote>然而，Ehrlich写道，迪士尼“本季度的影院上映令人失望，可能是由于奥密克戎变种的激增。因此，DIS将再次被迫重新评估2022年的电影发行策略。我们相信Disney+的成功是牛市论点的一个关键原则，如果票房持续低迷，电影可以作为DIS+的重要订户获取工具。”</blockquote></p><p> <b>In The Theme Parks:</b>Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”</p><p><blockquote><b>在主题公园：</b>纵观迪士尼主题公园的运营，埃利希预计2022年第一季度“将反映出上座率改善的迹象”，并指出冠状病毒的奥密克戎变种“迄今为止尚未对上座率产生重大影响”。</blockquote></p><p> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.</p><p><blockquote>她还预测，“提高公园的运营杠杆”将抵消因缺乏政治广告、NFL和大学橄榄球成本增加以及国际频道减少而造成的“内容销售/许可方面的增量阻力”。</blockquote></p><p> <b>In The Near Future:</b>Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”</p><p><blockquote><b>在不久的将来：</b>展望未来，她预测FYQ1息税前利润为15.2亿美元，每股收益为37美分，高于之前预测的15亿美元和35美分。然而，她也警告说，潜在的风险等待着该公司，包括“由于裁员、消费者信心减弱和主题公园上座率疲软，ESPN的增长显着放缓，由于观众交付疲软和/或经济状况和/或电影疲软而导致的广告疲软以及21CF集成的执行不力。”</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>Is Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now The Right Time To Buy Disney? Why BofA Analyst Says Stock Is Heading Higher<blockquote>现在是购买迪士尼的合适时机吗？为什么美国银行分析师表示股价正在走高</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 08:55</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>A Bank of America&nbsp;analyst has reiterated a Buy rating and a $191 price objective for the&nbsp;<b>Walt Disney Co.</b>, citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.</p><p><blockquote>美国银行分析师重申了买入评级和191美元的目标价<b>华特·迪斯尼公司。</b>，理由是人们对该公司的影院上映感到失望，同时对其Disney+流媒体服务和不久的将来主题公园的上座率表示乐观。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/cb1da51eaf9609e137c1a52810a44865\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>On The Small Screen:</b>In a new paper, BofA research analyst<b>Jessica Reif Ehrlich</b>stated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”</p><p><blockquote><b>在小屏幕上：</b>在一篇新论文中，美国银行研究分析师<b>杰西卡成熟诚实</b>表示迪士尼“在主题公园容量持续增加和2022财年下半年内容不断改善的推动下，仍处于复苏的有利位置。”她估计，由于《披头士：归来》、《鹰眼》和即将上映的《波巴·费特》等内容的增加，以及其热门院线电影《丛林巡游》和《尚气与十环传奇》的流媒体演示，Disney+将增加700万新订阅者。</blockquote></p><p> She also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.</p><p><blockquote>她还认为，《披头士：归来》的受欢迎程度可能会刺激迪士尼“超越传统品牌”实现内容多元化，以吸引更多迪士尼+订户。</blockquote></p><p> <b>On The Big Screen:</b>In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with&nbsp;<b>Sony Pictures</b>&nbsp;for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.</p><p><blockquote><b>在大屏幕上：</b>在当前周末的影院上映名单中，迪士尼有四部电影跻身美国影院票房前10名；它还与以下公司签订了共同融资和利润分享协议<b>索尼影业</b>对于目前的票房冠军，索尼正在发行的《蜘蛛侠：英雄无归》。</blockquote></p><p> However, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”</p><p><blockquote>然而，Ehrlich写道，迪士尼“本季度的影院上映令人失望，可能是由于奥密克戎变种的激增。因此，DIS将再次被迫重新评估2022年的电影发行策略。我们相信Disney+的成功是牛市论点的一个关键原则，如果票房持续低迷，电影可以作为DIS+的重要订户获取工具。”</blockquote></p><p> <b>In The Theme Parks:</b>Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”</p><p><blockquote><b>在主题公园：</b>纵观迪士尼主题公园的运营，埃利希预计2022年第一季度“将反映出上座率改善的迹象”，并指出冠状病毒的奥密克戎变种“迄今为止尚未对上座率产生重大影响”。</blockquote></p><p> She also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.</p><p><blockquote>她还预测，“提高公园的运营杠杆”将抵消因缺乏政治广告、NFL和大学橄榄球成本增加以及国际频道减少而造成的“内容销售/许可方面的增量阻力”。</blockquote></p><p> <b>In The Near Future:</b>Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due&nbsp;to cord cutting, weakened consumer confidence and softer theme park attendance,&nbsp;advertising weakness due to softer audience delivery and/or economic conditions and/or&nbsp;film flops and poor execution with respect to the 21CF integration.”</p><p><blockquote><b>在不久的将来：</b>展望未来，她预测FYQ1息税前利润为15.2亿美元，每股收益为37美分，高于之前预测的15亿美元和35美分。然而，她也警告说，潜在的风险等待着该公司，包括“由于裁员、消费者信心减弱和主题公园上座率疲软，ESPN的增长显着放缓，由于观众交付疲软和/或经济状况和/或电影疲软而导致的广告疲软以及21CF集成的执行不力。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191747148","content_text":"A Bank of America analyst has reiterated a Buy rating and a $191 price objective for the Walt Disney Co., citing perceived disappointments in the company’s theatrical releases while expressing optimism for its Disney+ streaming service and near-future attendance at its theme parks.\n\nOn The Small Screen:In a new paper, BofA research analystJessica Reif Ehrlichstated Disney “remains well positioned for the recovery, driven by a continued increase in capacity at theme parks and an improving content slate in 2HFY22.” She estimated Disney+ will add 7 million new subscribers thanks to content additions including “The Beatles: Get Back,” “Hawkeye” and the upcoming “Boba Fett,” along with the streaming presentation of its popular theatrical films “Jungle Cruise” and “Shang-Chi and the Legend of the Ten Rings.”\nShe also opined that the popularity of “The Beatles: Get Back” could spur Disney to diversify its content “beyond their traditional brands” in order to bring in more Disney+ subscribers.\nOn The Big Screen:In the current weekend’s theatrical release slate, Disney has four films among the top 10 grossing movies in U.S. theaters; it also has a co-financing and profit-sharing agreement with Sony Pictures for the current box office champ, \"Spider-Man: No Way Home,\" which Sony is releasing.\nHowever, Ehrlich wrote that the Disney “theatrical releases during the quarter disappointed, likely due to the surging Omicron variant. As a result, DIS will once again be forced to re-evaluate their film release strategy for 2022. We believe the success of Disney+ is a key tenet of the bull thesis, and if the box office remains depressed, films could be utilized as an important subscriber acquisition tool for DIS+.”\nIn The Theme Parks:Looking at the Disney theme parks operations, Ehrlich anticipated the first quarter of 2022 “will reflect signs of improvement in attendance,” noting the omicron variant of the coronavirus has yet to have “a significant impact on attendance thus far.”\nShe also predicted that “improving operating leverage in the parks” will offset “incremental headwinds in content sales/licensing” created by a lack of political advertising, increased costs for NFL and college football and lower international channels.\nIn The Near Future:Looking forward, she forecasted a FYQ1 EBIT of $1.52 billion and earnings per share of 37 cents, up from a previous forecast of $1.50 billion and 35 cents. However, she also cautioned that potential risks await the company, including “a significant slowdown in ESPN's growth due to cord cutting, weakened consumer confidence and softer theme park attendance, advertising weakness due to softer audience delivery and/or economic conditions and/or film flops and poor execution with respect to the 21CF integration.”","news_type":1,"symbols_score_info":{"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182238689,"gmtCreate":1623575942941,"gmtModify":1634031481964,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182238689","repostId":"2142204074","repostType":4,"isVote":1,"tweetType":1,"viewCount":3514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605064082,"gmtCreate":1639094537405,"gmtModify":1639094537460,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605064082","repostId":"1197876683","repostType":4,"isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815791615,"gmtCreate":1630717888837,"gmtModify":1632466004751,"author":{"id":"3581460068376514","authorId":"3581460068376514","name":"chenyang0704","avatar":"https://static.tigerbbs.com/effbb7d171ec69ce1e40e3a5d107bdfb","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581460068376514","idStr":"3581460068376514"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815791615","repostId":"1151569309","repostType":4,"repost":{"id":"1151569309","kind":"news","pubTimestamp":1630676828,"share":"https://www.laohu8.com/m/news/1151569309?lang=zh_CN&edition=full","pubTime":"2021-09-03 21:47","market":"us","language":"en","title":"AMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?<blockquote>AMZN是唯一一只脱离峰值的FAAMG股票。逢低买入？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151569309","media":"Thestreet","summary":"Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven di","content":"<p>Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.</p><p><blockquote>在FAAMG同行中，亚马逊股票是唯一一只跌破历史高点的股票。亚马逊专家讨论了逢低买入的机会。</blockquote></p><p> Something atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock&nbsp;(<b>AMZN</b>)&nbsp;was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.</p><p><blockquote>最近，大型科技领域发生了一些非典型的事情。截至2021年8月底，也就是几天前，亚马逊股票（<b>AMZN</b>）是唯一一个交易偏离峰值的FAAMG名称——此处定义为较历史最高价下跌1%或更多。</blockquote></p><p> Could this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.</p><p><blockquote>这可能是逢低买入AMZN的机会吗？今天，亚马逊专家谈论9月份的逢低买入机会。</blockquote></p><p> <b>Amazon stock: rare laggard</b></p><p><blockquote><b>亚马逊股票：罕见的落后者</b></blockquote></p><p> The chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.</p><p><blockquote>下图显示了过去五年中五只FAAMG股票跌破历史高点的频率（占总交易日的百分比）。近一半的时间（42%），这五家公司都同时距离历史最高点至少有1%的差距。</blockquote></p><p> This makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.</p><p><blockquote>这对我来说是合乎逻辑的。科技股价格往往波动较大，并且经常从高点“剥离”，尽管股价在较长时间内普遍走高。</blockquote></p><p> The least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.</p><p><blockquote>最不常见的情况是只有一只FAAMG股票陷入困境，而所有其他股票都徘徊在峰值附近。平均而言，每12到13个交易日中只有1个会发生这种情况（即每两到三周一天）。这正是8月底亚马逊股票的情况。</blockquote></p><p> Once again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.</p><p><blockquote>同样，这具有直观的意义。粗略地说，FAAMG股票的表现与宏观经济和广泛的市场力量类似。健康的消费者支出、经济增长、市场热情和低利率都是整个同行群体的看涨因素。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a09638bca8fb5d57bada216196f071c\" tg-width=\"1200\" tg-height=\"686\" referrerpolicy=\"no-referrer\"><span>Figure 2: Number of FAAMG stocks off peak. data from Yahoo Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：非高峰时期的FAAMG股票数量。数据来自雅虎财经</span></p></blockquote></p><p> <h3>Buy-the-dip opportunity</h3> In my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.</p><p><blockquote><h3>逢低买入机会</h3>在我看来，亚马逊在同行中的失败者地位（在本例中通过提款来衡量）仍然让人想起该公司刚刚收到的第三季度收益报告。早在7月份，这家总部位于西雅图的巨头就打破了分析师和投资者的泡沫，其电子商务收入落后于共识。</blockquote></p><p> Amazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.</p><p><blockquote>亚马逊还没有走出困境。尽管对新冠肺炎的担忧挥之不去，引发了一些人对数字零售渠道在2021年下半年仍将表现良好的希望，但全球经济应该会在未来12个月内逐渐（并有望）重新开放并恢复到“新常态”。因此，在可预见的未来，电子商务的逆风当然不是不可能的。</blockquote></p><p> However,history has shown time and again&nbsp;that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation&nbsp;shelp to set up AMZN for higher-than-peer group returns over the next several months.</p><p><blockquote>然而，历史一再表明，在回调时购买亚马逊股票是一个很好的策略。虽然目前仅5%至10%的回撤似乎并不多，但我相信合理的估值有助于AMZN在未来几个月获得高于同行的集团回报。</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>AMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?<blockquote>AMZN是唯一一只脱离峰值的FAAMG股票。逢低买入？</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\">\nAMZN Is The Only FAAMG Stock Off Its Peak. Buy The Dip?<blockquote>AMZN是唯一一只脱离峰值的FAAMG股票。逢低买入？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-09-03 21:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.</p><p><blockquote>在FAAMG同行中，亚马逊股票是唯一一只跌破历史高点的股票。亚马逊专家讨论了逢低买入的机会。</blockquote></p><p> Something atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock&nbsp;(<b>AMZN</b>)&nbsp;was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.</p><p><blockquote>最近，大型科技领域发生了一些非典型的事情。截至2021年8月底，也就是几天前，亚马逊股票（<b>AMZN</b>）是唯一一个交易偏离峰值的FAAMG名称——此处定义为较历史最高价下跌1%或更多。</blockquote></p><p> Could this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.</p><p><blockquote>这可能是逢低买入AMZN的机会吗？今天，亚马逊专家谈论9月份的逢低买入机会。</blockquote></p><p> <b>Amazon stock: rare laggard</b></p><p><blockquote><b>亚马逊股票：罕见的落后者</b></blockquote></p><p> The chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.</p><p><blockquote>下图显示了过去五年中五只FAAMG股票跌破历史高点的频率（占总交易日的百分比）。近一半的时间（42%），这五家公司都同时距离历史最高点至少有1%的差距。</blockquote></p><p> This makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.</p><p><blockquote>这对我来说是合乎逻辑的。科技股价格往往波动较大，并且经常从高点“剥离”，尽管股价在较长时间内普遍走高。</blockquote></p><p> The least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.</p><p><blockquote>最不常见的情况是只有一只FAAMG股票陷入困境，而所有其他股票都徘徊在峰值附近。平均而言，每12到13个交易日中只有1个会发生这种情况（即每两到三周一天）。这正是8月底亚马逊股票的情况。</blockquote></p><p> Once again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.</p><p><blockquote>同样，这具有直观的意义。粗略地说，FAAMG股票的表现与宏观经济和广泛的市场力量类似。健康的消费者支出、经济增长、市场热情和低利率都是整个同行群体的看涨因素。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a09638bca8fb5d57bada216196f071c\" tg-width=\"1200\" tg-height=\"686\" referrerpolicy=\"no-referrer\"><span>Figure 2: Number of FAAMG stocks off peak. data from Yahoo Finance</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：非高峰时期的FAAMG股票数量。数据来自雅虎财经</span></p></blockquote></p><p> <h3>Buy-the-dip opportunity</h3> In my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.</p><p><blockquote><h3>逢低买入机会</h3>在我看来，亚马逊在同行中的失败者地位（在本例中通过提款来衡量）仍然让人想起该公司刚刚收到的第三季度收益报告。早在7月份，这家总部位于西雅图的巨头就打破了分析师和投资者的泡沫，其电子商务收入落后于共识。</blockquote></p><p> Amazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.</p><p><blockquote>亚马逊还没有走出困境。尽管对新冠肺炎的担忧挥之不去，引发了一些人对数字零售渠道在2021年下半年仍将表现良好的希望，但全球经济应该会在未来12个月内逐渐（并有望）重新开放并恢复到“新常态”。因此，在可预见的未来，电子商务的逆风当然不是不可能的。</blockquote></p><p> However,history has shown time and again&nbsp;that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation&nbsp;shelp to set up AMZN for higher-than-peer group returns over the next several months.</p><p><blockquote>然而，历史一再表明，在回调时购买亚马逊股票是一个很好的策略。虽然目前仅5%至10%的回撤似乎并不多，但我相信合理的估值有助于AMZN在未来几个月获得高于同行的集团回报。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip\">Thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amzn-is-the-only-faamg-stock-off-its-peak-buy-the-dip","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151569309","content_text":"Within the FAAMG peer group, Amazon stock is the only one off its all-time high. The Amazon Maven discusses the buy-on-dip opportunity.\nSomething atypical has been happening in the world of Big Tech lately. As of the end of August 2021, which was only a couple of days ago, Amazon stock (AMZN) was the only FAAMG name trading off its peak – defined here as 1% or more from the all-time high price.\nCould this be a chance for bargain hunters to load up on AMZN? Today, the Amazon Maven talks about the buy-on-dip opportunity in September.\nAmazon stock: rare laggard\nThe chart below shows how often the five FAAMG stocks have traded off their all-time highs, in percentage of total trading days, over the past five years. Nearly half the time (42%), all five of them have been at least 1% away from their historical top at once.\nThis makes logical sense to me. Tech stock prices tend to be volatile and often “peel off” from their highs, even though shares have generally headed higher over a longer time horizon.\nThe least common occurrence has been for only one FAAMG stock to be in the hole, while all others hover near peaks. This has happened, on average, only 1 out of every 12 to 13 trading sessions (i.e. one day per two or three weeks). This is exactly what was happening to Amazon stock at the end of August.\nOnce again, this makes intuitive sense. Roughly speaking, FAAMG stocks behave similarly to the macroeconomic and broad market forces. Healthy consumer spending, economic growth, market enthusiasm and low interest rates are all bullish factors across the entire peer group.\nFigure 2: Number of FAAMG stocks off peak. data from Yahoo Finance\nBuy-the-dip opportunity\nIn my view, Amazon’s loser status within the peer group (measured in this case by drawdowns) is still reminiscent of the company’sill-received third quarter earnings report. Back in July, the Seattle-based giant burst analysts’ and investors’ bubble, delivering e-commerce revenues that lagged consensus.\nAmazon is not out of the doghouse yet. While COVID-19 fears have lingered, fueling some hopes that the digital retail channel will still perform well in the second half of 2021, the global economies should gradually (and hopefully) reopen and return to “a new normal” over the next 12 months. Therefore, e-commerce headwinds in the foreseeable future are certainly not out of question.\nHowever,history has shown time and again that buying Amazon stock on pullbacks is a good strategy. While the current drawdown of only 5% to 10% may not seem like much,I believe that reasonable valuation shelp to set up AMZN for higher-than-peer group returns over the next several 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