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PSChoong

PSChoong

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2021-08-31

AMC is like a gambling share [开心]

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2021-06-08

Long way to recover for airlines industry [流泪]

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2021-06-01

Finally Great news for airlines and travel businesses [开心]

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2021-05-31

Is going down further..... Sit tight [微笑]

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2021-04-22

Is the earning good?

Intel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote>

2021-11-07

[开心]

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2021-07-06

Yes, software company are the winners eventually[开心]

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2021-06-25

Go go go

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2021-06-21

Wah.... Porsche also join the game now [开心]

Porsche To Set Up Joint Venture To Make High-Performance Battery Cells: Report<blockquote>保时捷将成立合资企业生产高性能电池：报告</blockquote>

2021-06-07

What is the strategy for GME now? [惊讶]

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The 0-to-60 mph speed is listed at 2.5 seconds.</p><p><blockquote>(1)<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>承诺在2022年底前向客户交付Cybertruck。这款全电动卡车的续航里程可达500英里，预计售价约为4万美元。0至60英里/小时的速度为2.5秒。</blockquote></p><p> (2) The Lucid Air Pure is expected to come to the market by the end of the year with a range of up to 520 miles and price tag of $77,400. <a href=\"https://laohu8.com/S/LCID\">Lucid Group </a> hauled in the Motor Trend 2022 Car of the Year award for the highly-watched model.</p><p><blockquote>(2)Lucid Air Pure预计将于今年年底上市，续航里程可达520英里，售价为77,400美元。<a href=\"https://laohu8.com/S/LCID\">Lucid集团</a>凭借备受关注的车型荣获《汽车趋势》2022年度汽车奖。</blockquote></p><p> (3) <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive </a> is expected to start delivering R1S SUVs during the early part of the year. The quad-motor will have a 0-to-60 mph time of around 3 seconds and be able to tow up to 7,700 pounds. The model will list at $70K.</p><p><blockquote>(3)<a href=\"https://laohu8.com/S/RIVN\">Rivian汽车</a>预计将于今年年初开始交付R1S SUV。四电机的0至60英里/小时加速时间约为3秒，能够牵引高达7,700磅的重量。该型号的售价为7万美元。</blockquote></p><p> (4) <a href=\"https://laohu8.com/S/F\">Ford </a> is set to introduce the all-electric F-150 Lightning by the middle of the year. The F-150 Lightning will have a range of 300 miles with an extended-range battery. The truck can also be used to power a house for three days, or up to ten days if the power is rationed slowly. A 0-to-60 mph speed of four seconds is being advertised. The electric truck will list at a base price of $39,974</p><p><blockquote>(4)<a href=\"https://laohu8.com/S/F\">福特</a>将于今年年中推出全电动F-150 Lightning。F-150 Lightning配备增程电池的续航里程为300英里。这辆卡车还可以用来为一所房子供电三天，如果电力配给缓慢，可以供电十天。广告宣传0至60英里/小时的速度为4秒。这款电动卡车的基本价格为39,974美元</blockquote></p><p> (5) <a href=\"https://laohu8.com/S/FSR\">Fisker </a> is scheduled to start production on the Ocean SUV in November and could make a delivery soon after. Early reviews could be critical in supporting Fisker's share price.</p><p><blockquote>(5)<a href=\"https://laohu8.com/S/FSR\">菲斯克</a>Ocean SUV计划于11月开始生产，并可能很快交付。早期审查对于支撑菲斯克的股价可能至关重要。</blockquote></p><p> By the end of 2022, expect plenty of talk about the arrival of the all-electric Chevy Silverado in 2023. Production timeline updates from Nikola (NASDAQ:NKLA) and Lordstown Motors (NASDAQ:RIDE) will also be critical in supporting bull cases.</p><p><blockquote>到2022年底，预计会有很多关于全电动雪佛兰索罗德将于2023年上市的讨论。Nikola（纳斯达克：NKLA）和Lordstown Motors（纳斯达克：RIDE）的生产时间表更新对于支持牛市案例也至关重要。</blockquote></p><p> Looking for some sleeper EV stocks that could emerge from the pack in 2022? Proterra (NASDAQ:PTRA) has been singled out as a possible EV beneficiary that is flying below the radar. Meanwhile, Hyundai (OTCPK:HYMTF) is considered a possible partner for Apple (NASDAQ:AAPL) on EVs. On a Seeking Alpha Quant Rating basis - ON Semi (NASDAQ:ON), Qualcomm (NASDAQ:QCOM) and Microchip Technology (NASDAQ:MCHP) are the EV semiconductor stocks to watch.</p><p><blockquote>寻找一些可能在2022年脱颖而出的电动汽车股票？Proterra（纳斯达克股票代码：PTRA）已被选为可能的电动汽车受益者，但却不为人知。与此同时，现代汽车（OTCPK：HYMTF）被认为是苹果（纳斯达克：AAPL）在电动汽车方面的可能合作伙伴。根据Seeking Alpha Quant评级，安森美（纳斯达克：ON）、高通（纳斯达克：QCOM）和Microchip Technology（纳斯达克：MCHP）是值得关注的电动汽车半导体股票。</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>Watch these five electric vehicle models in 2022<blockquote>2022年看这五款电动车</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\">\nWatch these five electric vehicle models in 2022<blockquote>2022年看这五款电动车</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-19 07:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The electrification push in the auto industry became even more mainstream last week when Toyota Motor (NYSE:TM) made its 30 by 30 announcement. The Japanese automaker says it will introduce 30 new all-electric cars by 2030, which places it on the same all-electric trajectory of Ford (NYSE:F), General Motors (NYSE:GM) and Volkswagen (OTCPK:VLKAF).</p><p><blockquote>上周，当丰田汽车（纽约证券交易所股票代码：TM）宣布30 x 30时，汽车行业的电气化推动变得更加主流。这家日本汽车制造商表示，到2030年将推出30款新型全电动汽车，这将使其与福特(NYSE：F)、通用汽车(NYSE：GM)和大众汽车(OTCPK：VLKAF)走上相同的全电动轨迹。</blockquote></p><p> Analysts say the rubber will meet the road next year for some of the major players as all-electric models battle for market share with demand tailwinds in place. Five EV models to watch for are listed below.</p><p><blockquote>分析师表示，随着全电动车型在需求顺风的情况下争夺市场份额，一些主要厂商的橡胶将于明年上市。下面列出了五款值得关注的电动汽车车型。</blockquote></p><p> (1) <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> is promising to deliver the Cybertruck to customers by the end of 2022. The all-electric truck features range of up to 500 miles and is expected to price at around $40K. The 0-to-60 mph speed is listed at 2.5 seconds.</p><p><blockquote>(1)<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>承诺在2022年底前向客户交付Cybertruck。这款全电动卡车的续航里程可达500英里，预计售价约为4万美元。0至60英里/小时的速度为2.5秒。</blockquote></p><p> (2) The Lucid Air Pure is expected to come to the market by the end of the year with a range of up to 520 miles and price tag of $77,400. <a href=\"https://laohu8.com/S/LCID\">Lucid Group </a> hauled in the Motor Trend 2022 Car of the Year award for the highly-watched model.</p><p><blockquote>(2)Lucid Air Pure预计将于今年年底上市，续航里程可达520英里，售价为77,400美元。<a href=\"https://laohu8.com/S/LCID\">Lucid集团</a>凭借备受关注的车型荣获《汽车趋势》2022年度汽车奖。</blockquote></p><p> (3) <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive </a> is expected to start delivering R1S SUVs during the early part of the year. The quad-motor will have a 0-to-60 mph time of around 3 seconds and be able to tow up to 7,700 pounds. The model will list at $70K.</p><p><blockquote>(3)<a href=\"https://laohu8.com/S/RIVN\">Rivian汽车</a>预计将于今年年初开始交付R1S SUV。四电机的0至60英里/小时加速时间约为3秒，能够牵引高达7,700磅的重量。该型号的售价为7万美元。</blockquote></p><p> (4) <a href=\"https://laohu8.com/S/F\">Ford </a> is set to introduce the all-electric F-150 Lightning by the middle of the year. The F-150 Lightning will have a range of 300 miles with an extended-range battery. The truck can also be used to power a house for three days, or up to ten days if the power is rationed slowly. A 0-to-60 mph speed of four seconds is being advertised. The electric truck will list at a base price of $39,974</p><p><blockquote>(4)<a href=\"https://laohu8.com/S/F\">福特</a>将于今年年中推出全电动F-150 Lightning。F-150 Lightning配备增程电池的续航里程为300英里。这辆卡车还可以用来为一所房子供电三天，如果电力配给缓慢，可以供电十天。广告宣传0至60英里/小时的速度为4秒。这款电动卡车的基本价格为39,974美元</blockquote></p><p> (5) <a href=\"https://laohu8.com/S/FSR\">Fisker </a> is scheduled to start production on the Ocean SUV in November and could make a delivery soon after. Early reviews could be critical in supporting Fisker's share price.</p><p><blockquote>(5)<a href=\"https://laohu8.com/S/FSR\">菲斯克</a>Ocean SUV计划于11月开始生产，并可能很快交付。早期审查对于支撑菲斯克的股价可能至关重要。</blockquote></p><p> By the end of 2022, expect plenty of talk about the arrival of the all-electric Chevy Silverado in 2023. Production timeline updates from Nikola (NASDAQ:NKLA) and Lordstown Motors (NASDAQ:RIDE) will also be critical in supporting bull cases.</p><p><blockquote>到2022年底，预计会有很多关于全电动雪佛兰索罗德将于2023年上市的讨论。Nikola（纳斯达克：NKLA）和Lordstown Motors（纳斯达克：RIDE）的生产时间表更新对于支持牛市案例也至关重要。</blockquote></p><p> Looking for some sleeper EV stocks that could emerge from the pack in 2022? Proterra (NASDAQ:PTRA) has been singled out as a possible EV beneficiary that is flying below the radar. Meanwhile, Hyundai (OTCPK:HYMTF) is considered a possible partner for Apple (NASDAQ:AAPL) on EVs. On a Seeking Alpha Quant Rating basis - ON Semi (NASDAQ:ON), Qualcomm (NASDAQ:QCOM) and Microchip Technology (NASDAQ:MCHP) are the EV semiconductor stocks to watch.</p><p><blockquote>寻找一些可能在2022年脱颖而出的电动汽车股票？Proterra（纳斯达克股票代码：PTRA）已被选为可能的电动汽车受益者，但却不为人知。与此同时，现代汽车（OTCPK：HYMTF）被认为是苹果（纳斯达克：AAPL）在电动汽车方面的可能合作伙伴。根据Seeking Alpha Quant评级，安森美（纳斯达克：ON）、高通（纳斯达克：QCOM）和Microchip Technology（纳斯达克：MCHP）是值得关注的电动汽车半导体股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3781486-watch-these-five-electric-vehicle-models-in-2022-and-these-five-sleeper-ev-stocks\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车","FSR":"菲斯克","RIVN":"Rivian Automotive, Inc.","LCID":"Lucid Group Inc"},"source_url":"https://seekingalpha.com/news/3781486-watch-these-five-electric-vehicle-models-in-2022-and-these-five-sleeper-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156922518","content_text":"The electrification push in the auto industry became even more mainstream last week when Toyota Motor (NYSE:TM) made its 30 by 30 announcement. The Japanese automaker says it will introduce 30 new all-electric cars by 2030, which places it on the same all-electric trajectory of Ford (NYSE:F), General Motors (NYSE:GM) and Volkswagen (OTCPK:VLKAF).\nAnalysts say the rubber will meet the road next year for some of the major players as all-electric models battle for market share with demand tailwinds in place. Five EV models to watch for are listed below.\n(1) Tesla  is promising to deliver the Cybertruck to customers by the end of 2022. The all-electric truck features range of up to 500 miles and is expected to price at around $40K. The 0-to-60 mph speed is listed at 2.5 seconds.\n(2) The Lucid Air Pure is expected to come to the market by the end of the year with a range of up to 520 miles and price tag of $77,400. Lucid Group  hauled in the Motor Trend 2022 Car of the Year award for the highly-watched model.\n(3) Rivian Automotive  is expected to start delivering R1S SUVs during the early part of the year. The quad-motor will have a 0-to-60 mph time of around 3 seconds and be able to tow up to 7,700 pounds. The model will list at $70K.\n(4) Ford  is set to introduce the all-electric F-150 Lightning by the middle of the year. The F-150 Lightning will have a range of 300 miles with an extended-range battery. The truck can also be used to power a house for three days, or up to ten days if the power is rationed slowly. A 0-to-60 mph speed of four seconds is being advertised. The electric truck will list at a base price of $39,974\n(5) Fisker  is scheduled to start production on the Ocean SUV in November and could make a delivery soon after. Early reviews could be critical in supporting Fisker's share price.\nBy the end of 2022, expect plenty of talk about the arrival of the all-electric Chevy Silverado in 2023. Production timeline updates from Nikola (NASDAQ:NKLA) and Lordstown Motors (NASDAQ:RIDE) will also be critical in supporting bull cases.\nLooking for some sleeper EV stocks that could emerge from the pack in 2022? Proterra (NASDAQ:PTRA) has been singled out as a possible EV beneficiary that is flying below the radar. Meanwhile, Hyundai (OTCPK:HYMTF) is considered a possible partner for Apple (NASDAQ:AAPL) on EVs. On a Seeking Alpha Quant Rating basis - ON Semi (NASDAQ:ON), Qualcomm (NASDAQ:QCOM) and Microchip Technology (NASDAQ:MCHP) are the EV semiconductor stocks to watch.","news_type":1,"symbols_score_info":{"TSLA":0.9,"FSR":0.9,"F":0.9,"LCID":0.9,"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":2296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871150475,"gmtCreate":1637039903298,"gmtModify":1637039903411,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"[开心]","listText":"[开心]","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871150475","repostId":"873288883","repostType":1,"repost":{"id":873288883,"gmtCreate":1636947775238,"gmtModify":1636961570402,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"Stock Prediction: The Share Price of Sea📈","htmlText":"Hey! Welcome&nbsp;you&nbsp;guys&nbsp;join&nbsp;our&nbsp;\"stock&nbsp;prediction\"&nbsp;column!&nbsp;✨✨ <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> earnings&nbsp;on&nbsp;Nov&nbsp;16,&nbsp;Tuesday.&nbsp; Let's&nbsp;start&nbsp;the&nbsp;game! <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 1.&nbsp;Predict&nbsp;the&nbsp;closing&nbsp;price&nbsp;of&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> on&nbsp;Nov&nbsp;19,&nbsp;Friday. 2.&nbsp;Please&nbsp;round&nbsp;your&nbsp;answer&nbsp;to&nbsp;the&nbsp;whole&nbsp;number,&nbsp;for&nbsp;example,&nbsp;round&nbsp;$323.57&nbsp;to&nbsp;$324. 3.&nbsp;Leave&nbsp;your&nbsp;answer&nbsp;in&nbsp;the&nbsp;comment,&nbsp;the&nbsp;first&nbsp;10&nbsp;correct&nbsp;answers&nbsp;share&nbsp;1000&nbsp;Tige","listText":"Hey! Welcome&nbsp;you&nbsp;guys&nbsp;join&nbsp;our&nbsp;\"stock&nbsp;prediction\"&nbsp;column!&nbsp;✨✨ <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> earnings&nbsp;on&nbsp;Nov&nbsp;16,&nbsp;Tuesday.&nbsp; Let's&nbsp;start&nbsp;the&nbsp;game! <a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 1.&nbsp;Predict&nbsp;the&nbsp;closing&nbsp;price&nbsp;of&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> on&nbsp;Nov&nbsp;19,&nbsp;Friday. 2.&nbsp;Please&nbsp;round&nbsp;your&nbsp;answer&nbsp;to&nbsp;the&nbsp;whole&nbsp;number,&nbsp;for&nbsp;example,&nbsp;round&nbsp;$323.57&nbsp;to&nbsp;$324. 3.&nbsp;Leave&nbsp;your&nbsp;answer&nbsp;in&nbsp;the&nbsp;comment,&nbsp;the&nbsp;first&nbsp;10&nbsp;correct&nbsp;answers&nbsp;share&nbsp;1000&nbsp;Tige","text":"Hey! Welcome you guys join our \"stock prediction\" column! ✨✨ $Sea Ltd(SE)$ earnings on Nov 16, Tuesday. Let's start the game! $Sea Ltd(SE)$ 1. Predict the closing price of $Sea Ltd(SE)$ on Nov 19, Friday. 2. Please round your answer to the whole number, for example, round $323.57 to $324. 3. Leave your answer in the comment, the first 10 correct answers share 1000 Tige","images":[{"img":"https://static.tigerbbs.com/137c76c6808b43ab9b39ac492ed2fab3","width":"308","height":"164"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873288883","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879333098,"gmtCreate":1636680984947,"gmtModify":1636680985346,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/879333098","repostId":"2182606257","repostType":2,"repost":{"id":"2182606257","kind":"news","pubTimestamp":1636666860,"share":"https://www.laohu8.com/m/news/2182606257?lang=zh_CN&edition=full","pubTime":"2021-11-12 05:41","market":"hk","language":"zh","title":"外媒头条：市值突破千亿！Rivian上市次日再度飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=2182606257","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院I","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、为什么经济学家低估了美国通胀的爆发力和耐力？</b>\n</blockquote>\n<blockquote>\n <b>2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最</b>\n</blockquote>\n<blockquote>\n <b>3、又一波新冠疫情来袭 美国中西部医院ICU人满为患</b>\n</blockquote>\n<blockquote>\n <b>4、“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越<a href=\"https://laohu8.com/S/GM\">通用汽车</a></b>\n</blockquote>\n<blockquote>\n <b>5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>股价创18个月最大跌幅 因流媒体服务业务放缓</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/5dbc3fa747a5e8746ac0c3f61f34757e\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>为什么经济学家低估了美国通胀的爆发力和耐力？</b></p>\n<p>卷土重来的疫情、脆弱的全球供应网络和刺激政策充实的消费者荷包，共同推动美国物价涨幅远超华尔街和决策者的预期。经济学家也明白了该谦虚的时候要谦虚。</p>\n<p>本周三发布的最新通胀数据显示，10月份消费物价同比上涨6.2%，高于所有预测。以前的物价上涨更多因为经济重新开放，而10月的数据却显示了广泛的通胀压力。</p>\n<p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>首席美国经济学家Matthew Luzzetti说，过去一年，预测通胀“非常具有挑战性，”未来也依然很难。“现在这个时候，谁都别以为自己已经考虑了足够的价格压力，通胀前景的风险仍然偏向上行。”</p>\n<p>自年初以来，经济学家被迫提高了对消费价格涨幅的预测。曾经，通胀被视为某种幻觉，是所谓的基期效应扭曲了数字。但结果证明，这是个更加长期的问题。</p>\n<p><img src=\"https://static.tigerbbs.com/0de9807e60befbc92e727c2b27cd2f47\" tg-width=\"550\" tg-height=\"364\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>美债市场遍布地雷 凶险程度达到疫情爆发以来之最</b></p>\n<p>美国国债市场过去一个月已成为雷区。</p>\n<p>随着全球债券交易员努力迫使央行出手应对高通胀，债市异常的震荡让他们自己也损失不小。由此仿佛陷入一个恶性循环，不愿入市令债市流动性减少，价格更易大幅波动，这进而又阻止了人们入市的脚步。</p>\n<p>美国政府证券流动性指数显示，美国国债目前的交易状况为2020年3月以来最糟。该指数衡量收益率偏离公允价值模型的程度。至于预期波动率，跟踪美国国债的ICE<a href=\"https://laohu8.com/S/BAC\">美国银行</a>MOVE指数目前接近2020年4月以来最高水平。</p>\n<p>美联储11月3日宣布计划每月减少购买800亿美元美国国债，目标是到明年年中结束购债行动。主席鲍威尔重申该减码时间表对于加息时间没有指示意义，必要情况下联储会果断对“通胀”采取行动。周三美国公布的10月CPI涨幅超过预期，美债市场遭遇2月以来最大抛盘。</p>\n<p><img src=\"https://static.tigerbbs.com/17bb143298d36f6743808a411697ad14\" tg-width=\"550\" tg-height=\"349\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>又一波新冠疫情来袭 美国中西部医院ICU人满为患</b></p>\n<p>美国部分地区的医院已经开始看到新冠疫情秋季浪潮的影响，这个最新迹象表明，即使是在疫苗接种率相对较高的地区，医疗系统仍然面临来自新冠病毒的巨大压力。</p>\n<p>在12个州，Covid-19患者使用的重症监护床位比两周前有所攀升，这些州大多数位于南起亚利桑那州和新墨西哥州，北至明尼苏达州，跨越北美大平原的连续地带上。在西部几个州，许多医生和护士还没有从上一轮感染高峰中缓过气来。</p>\n<p>“我们已经满负荷运转，（直到几天前）都无法让病人转院，” 科罗拉多州偏远的Moffat县农村地区医院Memorial Hospital的手术副总裁Jennifer Riley说。“很难相信疫情已经持续了这么久。”该医院有大约25张床位。</p>\n<p>美国未来数月面临着不确定性，随着传统的冬季病毒传染高峰期来临，德尔塔变异毒株仍在全国范围内蔓延。美国许多地区也经历了异常温暖的秋季，尚未看到当寒冷的天气促使人们更多呆在室内、病毒更容易传播时会发生什么状况。</p>\n<p><img src=\"https://static.tigerbbs.com/1558ffa4bade529e0653078064a84267\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车</b></p>\n<p>电动汽车初创公司Rivian股价周四继续攀升，在上市一天后再度大涨约23%。</p>\n<p>这家<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特支持的公司的市值已经超过<a href=\"https://laohu8.com/S/F\">福特汽车</a>和通用汽车，目前超过1000亿美元。不过这仍然远远落后于特斯拉逾1万亿美元的市值。</p>\n<p>截至发稿，通用汽车的市值为888亿美元，而福特的市值为776亿美元。</p>\n<p>Rivian当前的市值意味着亚马逊在该公司20%的股份现价值约210亿美元，而福特持有的12%股份价值超过120亿美元。</p>\n<p>鉴于Rivian还没有成熟的商业模式，并预计三季度营收最高仅为100万美元，因此该股两日的涨幅尤其惊人。该公司在招股说明书中表示，预计当季亏损将高达12.8亿美元。</p>\n<p>Rivian凭借全电动皮卡在市场上击败了竞争对手，但尚未大规模生产其车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/703c35767cc066ea313d043ed964d5ae\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨</b></p>\n<p>曼哈顿的公寓租金正在以创纪录速度上涨，因为准备重返办公室的人们纷纷在曼哈顿寻找条件更好的住所。</p>\n<p>评估公司Miller Samuel Inc．和中介公司Douglas Elliman Real Estate在周四的一份报告中表示，10月份租金中位数达到3382美元，同比上涨18%。这是10年前有数据以来最大同比涨幅；不过，租金中位数绝对值仍低于2019年10月的3409美元。</p>\n<p>Miller Samuel总裁Jonathan Miller说，那些无缘在郊区购房的公寓租户发现，他们可以转而在市内租下更好的房子。还有人则在办公室附近找到房子，为最终不得不回办公室上班做准备。</p>\n<p>“越来越多的人理解了自己想要住的地方和雇主希望他们工作的地方之间的关系，”Miller说。</p>\n<p><img src=\"https://static.tigerbbs.com/4a8b70e558184105f6ced2b1ee484691\" tg-width=\"533\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓</b></p>\n<p>迪士尼股价创疫情爆发以来最大跌幅，之前该公司报告流媒体用户增长低于预期，引发投资者对连续两年火爆之后增长放缓的担忧。</p>\n<p>迪士尼股价周四早盘一度下跌9.2%，为2020年3月以来最大盘中跌幅。此番下跌导致该公司市值低于竞争对手Netflix&nbsp;Inc．。流媒体的不足只是该公司各业务部门当季普遍令人失望的缩影。</p>\n<p>该公司周三公告称，Disney+在第四财季新增210万用户，其用户总数达到1.181亿。接受彭博调查的分析师预测为1.196亿。这是该服务两年前推出以来的最小季度增幅。</p>\n<p>迪士尼已将这个家庭流媒体产品作为未来几年增长的重点，管理层重申了到2024年拥有2.6亿用户的目标。11月12日是月费8美元的Disney+上线两周年纪念日，该公司正在举行庆祝活动，在全公司范围内推出新电影和促销活动。</p>","source":"sina","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>外媒头条：市值突破千亿！Rivian上市次日再度飙升</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n外媒头条：市值突破千亿！Rivian上市次日再度飙升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-12 05:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院ICU人满为患\n\n\n4、“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n\n\n5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n\n\n6、迪士尼股价创18个月最大跌幅...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d8ba54faa1a9d08aed79d6e8240d1f","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","RIVN":"Rivian Automotive, Inc.",".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-11-12/doc-iktzscyy5039074.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2182606257","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、为什么经济学家低估了美国通胀的爆发力和耐力？\n\n\n2、美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n\n\n3、又一波新冠疫情来袭 美国中西部医院ICU人满为患\n\n\n4、“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n\n\n5、改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n\n\n6、迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓\n\n\n为什么经济学家低估了美国通胀的爆发力和耐力？\n卷土重来的疫情、脆弱的全球供应网络和刺激政策充实的消费者荷包，共同推动美国物价涨幅远超华尔街和决策者的预期。经济学家也明白了该谦虚的时候要谦虚。\n本周三发布的最新通胀数据显示，10月份消费物价同比上涨6.2%，高于所有预测。以前的物价上涨更多因为经济重新开放，而10月的数据却显示了广泛的通胀压力。\n德意志银行首席美国经济学家Matthew Luzzetti说，过去一年，预测通胀“非常具有挑战性，”未来也依然很难。“现在这个时候，谁都别以为自己已经考虑了足够的价格压力，通胀前景的风险仍然偏向上行。”\n自年初以来，经济学家被迫提高了对消费价格涨幅的预测。曾经，通胀被视为某种幻觉，是所谓的基期效应扭曲了数字。但结果证明，这是个更加长期的问题。\n\n美债市场遍布地雷 凶险程度达到疫情爆发以来之最\n美国国债市场过去一个月已成为雷区。\n随着全球债券交易员努力迫使央行出手应对高通胀，债市异常的震荡让他们自己也损失不小。由此仿佛陷入一个恶性循环，不愿入市令债市流动性减少，价格更易大幅波动，这进而又阻止了人们入市的脚步。\n美国政府证券流动性指数显示，美国国债目前的交易状况为2020年3月以来最糟。该指数衡量收益率偏离公允价值模型的程度。至于预期波动率，跟踪美国国债的ICE美国银行MOVE指数目前接近2020年4月以来最高水平。\n美联储11月3日宣布计划每月减少购买800亿美元美国国债，目标是到明年年中结束购债行动。主席鲍威尔重申该减码时间表对于加息时间没有指示意义，必要情况下联储会果断对“通胀”采取行动。周三美国公布的10月CPI涨幅超过预期，美债市场遭遇2月以来最大抛盘。\n\n又一波新冠疫情来袭 美国中西部医院ICU人满为患\n美国部分地区的医院已经开始看到新冠疫情秋季浪潮的影响，这个最新迹象表明，即使是在疫苗接种率相对较高的地区，医疗系统仍然面临来自新冠病毒的巨大压力。\n在12个州，Covid-19患者使用的重症监护床位比两周前有所攀升，这些州大多数位于南起亚利桑那州和新墨西哥州，北至明尼苏达州，跨越北美大平原的连续地带上。在西部几个州，许多医生和护士还没有从上一轮感染高峰中缓过气来。\n“我们已经满负荷运转，（直到几天前）都无法让病人转院，” 科罗拉多州偏远的Moffat县农村地区医院Memorial Hospital的手术副总裁Jennifer Riley说。“很难相信疫情已经持续了这么久。”该医院有大约25张床位。\n美国未来数月面临着不确定性，随着传统的冬季病毒传染高峰期来临，德尔塔变异毒株仍在全国范围内蔓延。美国许多地区也经历了异常温暖的秋季，尚未看到当寒冷的天气促使人们更多呆在室内、病毒更容易传播时会发生什么状况。\n\n“特斯拉杀手”Rivian上市次日再度飙升逾20% 市值突破千亿超越通用汽车\n电动汽车初创公司Rivian股价周四继续攀升，在上市一天后再度大涨约23%。\n这家亚马逊和福特支持的公司的市值已经超过福特汽车和通用汽车，目前超过1000亿美元。不过这仍然远远落后于特斯拉逾1万亿美元的市值。\n截至发稿，通用汽车的市值为888亿美元，而福特的市值为776亿美元。\nRivian当前的市值意味着亚马逊在该公司20%的股份现价值约210亿美元，而福特持有的12%股份价值超过120亿美元。\n鉴于Rivian还没有成熟的商业模式，并预计三季度营收最高仅为100万美元，因此该股两日的涨幅尤其惊人。该公司在招股说明书中表示，预计当季亏损将高达12.8亿美元。\nRivian凭借全电动皮卡在市场上击败了竞争对手，但尚未大规模生产其车辆。\n\n改善居住条件叠加回城上班刚需 推动曼哈顿房租创纪录上涨\n曼哈顿的公寓租金正在以创纪录速度上涨，因为准备重返办公室的人们纷纷在曼哈顿寻找条件更好的住所。\n评估公司Miller Samuel Inc．和中介公司Douglas Elliman Real Estate在周四的一份报告中表示，10月份租金中位数达到3382美元，同比上涨18%。这是10年前有数据以来最大同比涨幅；不过，租金中位数绝对值仍低于2019年10月的3409美元。\nMiller Samuel总裁Jonathan Miller说，那些无缘在郊区购房的公寓租户发现，他们可以转而在市内租下更好的房子。还有人则在办公室附近找到房子，为最终不得不回办公室上班做准备。\n“越来越多的人理解了自己想要住的地方和雇主希望他们工作的地方之间的关系，”Miller说。\n\n迪士尼股价创18个月最大跌幅 因流媒体服务业务放缓\n迪士尼股价创疫情爆发以来最大跌幅，之前该公司报告流媒体用户增长低于预期，引发投资者对连续两年火爆之后增长放缓的担忧。\n迪士尼股价周四早盘一度下跌9.2%，为2020年3月以来最大盘中跌幅。此番下跌导致该公司市值低于竞争对手Netflix Inc．。流媒体的不足只是该公司各业务部门当季普遍令人失望的缩影。\n该公司周三公告称，Disney+在第四财季新增210万用户，其用户总数达到1.181亿。接受彭博调查的分析师预测为1.196亿。这是该服务两年前推出以来的最小季度增幅。\n迪士尼已将这个家庭流媒体产品作为未来几年增长的重点，管理层重申了到2024年拥有2.6亿用户的目标。11月12日是月费8美元的Disney+上线两周年纪念日，该公司正在举行庆祝活动，在全公司范围内推出新电影和促销活动。","news_type":1,"symbols_score_info":{".DJI":0.9,"RIVN":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845013113,"gmtCreate":1636251939319,"gmtModify":1636251939646,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"White knight will come soon&nbsp;[财迷]&nbsp;","listText":"White knight will come soon&nbsp;[财迷]&nbsp;","text":"White knight will come soon [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845013113","repostId":"1171686550","repostType":4,"repost":{"id":"1171686550","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1636122608,"share":"https://www.laohu8.com/m/news/1171686550?lang=zh_CN&edition=full","pubTime":"2021-11-05 22:30","market":"us","language":"en","title":"Electric-Van Maker Workhorse Is Being Investigated by the Justice Department, Documents Show<blockquote>文件显示，电动货车制造商Workhorse正在接受司法部调查</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171686550","media":"Tiger Newspress","summary":"Electric-van maker Workhorse stock Dived 9% in morning trading after the report that it was being in","content":"<p>Electric-van maker&nbsp;Workhorse stock Dived 9% in morning trading&nbsp;after&nbsp;the&nbsp;report&nbsp;that&nbsp;it was being investigated by the&nbsp;Justice Department, documents showed,according to&nbsp;The Wall Street Journal.</p><p><blockquote>据《华尔街日报》报道，文件显示，电动货车制造商Workhorse的股价在早盘交易中下跌9%，此前该公司正在接受司法部调查。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7fdfded4c9a2f3f4ff4082571b111d08\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The Justice Department has opened an investigation into electric-van startup&nbsp;Workhorse&nbsp;Inc.,according to documents reviewed by The Wall Street Journal.</p><p><blockquote>根据《华尔街日报》查阅的文件，司法部已对电动货车初创公司Workhorse Inc.展开调查。</blockquote></p><p> The focus of the inquiry, which is being conducted by the U.S. attorney’s office in Manhattan, wasn’t revealed in the documents.</p><p><blockquote>文件中没有透露调查的重点，该调查由曼哈顿的美国检察官办公室进行。</blockquote></p><p> Spokesmen for the Manhattan U.S. attorney’s office and Workhorse declined to comment on the probe.</p><p><blockquote>曼哈顿美国检察官办公室和Workhorse的发言人拒绝对调查发表评论。</blockquote></p><p> Also investigating Workhorse is the U.S. Securities and Exchange Commission, whose probe into the company&nbsp;was reported by the Journal in September. Workhorse has since said it had notified the SEC of misstatements it had made to safety regulators.</p><p><blockquote>美国证券交易委员会也在调查Workhorse，《华尔街日报》9月份报道了该委员会对该公司的调查。Workhorse此后表示，已将其向安全监管机构做出的错误陈述通知了SEC。</blockquote></p><p> Shares in Workhorse closed at $7.22 Thursday, down 82% from an all-time high of $41.34 in February. Since late July, the company has installed new executive leadership, withdrawn financial guidance, stopped production and recalled vans that had already been delivered to customers.</p><p><blockquote>Workhorse股价周四收于7.22美元，较2月份41.34美元的历史高点下跌82%。自7月下旬以来，该公司任命了新的执行领导层，撤回了财务指导，停止了生产，并召回了已经交付给客户的货车。</blockquote></p><p> Last year, electric-vehicle startups saw an influx of billions of dollars, many through mergers with special-purpose-acquisition companies, or SPACs. Workhorse’s roots as a public company go back to 2010, but its stock price benefited last year from the increased investor interest in EVs. Shares of Workhorse rocketed more than 2,000% between March 2020 and this past February.</p><p><blockquote>去年，电动汽车初创公司涌入了数十亿美元，其中许多是通过与特殊目的收购公司（SPAC）合并获得的。Workhorse作为一家上市公司的历史可以追溯到2010年，但去年其股价受益于投资者对电动汽车兴趣的增加。2020年3月至今年2月期间，Workhorse的股价飙升了2,000%以上。</blockquote></p><p> Workhorse is the third electric-vehicle company known to have come under scrutiny from both federal prosecutors and securities regulators in the past 14 months.</p><p><blockquote>Workhorse是过去14个月内第三家受到联邦检察官和证券监管机构审查的电动汽车公司。</blockquote></p><p> This July, the Justice Department and the SEC filed securities-fraud charges against Trevor Milton, founder and former executive chairman of hydrogen-truck startup&nbsp;Nikola&nbsp;Corp.On Thursday,Nikola said it was putting aside $125 million&nbsp;ahead of a potential settlement with the SEC.</p><p><blockquote>今年7月，司法部和美国证券交易委员会对氢卡车初创公司Nikola Corp的创始人兼前执行主席特雷弗·米尔顿(Trevor Milton)提出证券欺诈指控。周四，Nikola表示，在与SEC达成潜在和解之前，它将拨出1.25亿美元。</blockquote></p><p> Nikola is “looking forward to resolving the outstanding issues relating to our founder and bringing that chapter to a close and maintaining our focus on delivering trucks to our customers,” Chief Executive Mark Russell said. Nikola said in a regulatory filing Thursday that it is committed to cooperating fully with the SEC and Justice Department investigations, which are ongoing.</p><p><blockquote>首席执行官马克·拉塞尔(Mark Russell)表示，尼古拉“期待解决与我们创始人相关的悬而未决的问题，结束这一篇章，并继续专注于向客户交付卡车”。尼古拉周四在一份监管文件中表示，它致力于全力配合美国证券交易委员会和司法部正在进行的调查。</blockquote></p><p> A spokesman for Mr. Milton declined to comment.After he was charged in July, a spokesman for Mr. Milton’s lawyers said he was innocent and had been wrongly accused following a faulty investigation.</p><p><blockquote>米尔顿的发言人拒绝置评。在他7月份被指控后，米尔顿律师的发言人表示，他是无辜的，是在一次错误的调查后被错误指控的。</blockquote></p><p> Earlier this year,the SEC&nbsp;and&nbsp;the Justice Department&nbsp;opened probes into&nbsp;Lordstown Motors&nbsp;Corp., a company in which&nbsp;Workhorse was an early investor.</p><p><blockquote>今年早些时候，美国证券交易委员会和司法部对洛兹敦汽车公司（Lordstown Motors Corp.）展开调查，Workhorse是该公司的早期投资者。</blockquote></p><p> Lordstown Motors has said it is committed to cooperating with any investigations.</p><p><blockquote>洛兹敦汽车公司表示致力于配合任何调查。</blockquote></p><p> Both Workhorse and Lordstown have been targeted by short sellers who say they are skeptical of the companies’ products and prospects for future business.</p><p><blockquote>Workhorse和Lordstown都成为卖空者的目标，他们表示对两家公司的产品和未来业务前景持怀疑态度。</blockquote></p><p> Based in Loveland, Ohio, Workhorse manufactures electric delivery vans that it aims to sell to commercial-fleet operators like&nbsp;United Parcel Service&nbsp;Inc.Workhorse had been a bidder on a new contract to make mail delivery trucks for the U.S. Postal Service, but lost the bid in February. The company challenged that decision in court but has since withdrawn its complaint.</p><p><blockquote>Workhorse总部位于俄亥俄州洛弗兰德，生产电动送货车，计划将其出售给联合包裹服务公司等商业车队运营商。Workhorse曾是为美国邮政服务制造邮件送货车的新合同的投标人，但失败了二月份的投标。该公司在法庭上对这一决定提出质疑，但后来撤回了申诉。</blockquote></p><p> On July 29, Workhorse said it was hiring Richard Dauch as chief executive and pulling its financial guidance for investors. Mr. Dauch had most recently served in the same role at Delphi Technologies PLC and oversaw its sale to BorgWarner Inc. Former Workhorse CEO Duane Hughes left the company by mutual agreement.</p><p><blockquote>7月29日，Workhorse表示将聘请Richard Dauch担任首席执行官，并取消对投资者的财务指引。Dauch先生最近曾在Delphi Technologies PLC担任同样的职务，并监督其出售给博格华纳公司。前Workhorse首席执行官Duane Hughes经双方同意离开了该公司。</blockquote></p><p> A few weeks later, Mr. Dauch opened an earnings call saying the company was revising designs for its flagship C-1000 vans in response to customer feedback that said they lacked payload capacity.</p><p><blockquote>几周后，Dauch先生在财报看涨期权上表示，该公司正在修改其旗舰C-1000货车的设计，以回应客户反馈称其缺乏有效负载能力。</blockquote></p><p> On Sept. 22, Workhorse said it was suspending deliveries of the C-1000 and recalling 41 that had already been delivered to customers. The company said that the vehicles needed more testing to comply with federal safety standards and that earlier statements related to their compliance made to federal regulators couldn’t be relied on.</p><p><blockquote>9月22日，Workhorse表示将暂停交付C-1000，并召回已交付给客户的41架。该公司表示，这些车辆需要进行更多测试才能符合联邦安全标准，并且不能依赖之前向联邦监管机构做出的有关其合规性的声明。</blockquote></p><p> Last month, the company disclosed that the chief financial officer, chief operating officer and general counsel who had been at the company with Mr. Hughes had left or would leave the company.</p><p><blockquote>上个月，该公司披露，与休斯先生一起在公司工作的首席财务官、首席运营官和总法律顾问已经或将离开公司。</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>Electric-Van Maker Workhorse Is Being Investigated by the Justice Department, Documents Show<blockquote>文件显示，电动货车制造商Workhorse正在接受司法部调查</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElectric-Van Maker Workhorse Is Being Investigated by the Justice Department, Documents Show<blockquote>文件显示，电动货车制造商Workhorse正在接受司法部调查</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-05 22:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Electric-van maker&nbsp;Workhorse stock Dived 9% in morning trading&nbsp;after&nbsp;the&nbsp;report&nbsp;that&nbsp;it was being investigated by the&nbsp;Justice Department, documents showed,according to&nbsp;The Wall Street Journal.</p><p><blockquote>据《华尔街日报》报道，文件显示，电动货车制造商Workhorse的股价在早盘交易中下跌9%，此前该公司正在接受司法部调查。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7fdfded4c9a2f3f4ff4082571b111d08\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The Justice Department has opened an investigation into electric-van startup&nbsp;Workhorse&nbsp;Inc.,according to documents reviewed by The Wall Street Journal.</p><p><blockquote>根据《华尔街日报》查阅的文件，司法部已对电动货车初创公司Workhorse Inc.展开调查。</blockquote></p><p> The focus of the inquiry, which is being conducted by the U.S. attorney’s office in Manhattan, wasn’t revealed in the documents.</p><p><blockquote>文件中没有透露调查的重点，该调查由曼哈顿的美国检察官办公室进行。</blockquote></p><p> Spokesmen for the Manhattan U.S. attorney’s office and Workhorse declined to comment on the probe.</p><p><blockquote>曼哈顿美国检察官办公室和Workhorse的发言人拒绝对调查发表评论。</blockquote></p><p> Also investigating Workhorse is the U.S. Securities and Exchange Commission, whose probe into the company&nbsp;was reported by the Journal in September. Workhorse has since said it had notified the SEC of misstatements it had made to safety regulators.</p><p><blockquote>美国证券交易委员会也在调查Workhorse，《华尔街日报》9月份报道了该委员会对该公司的调查。Workhorse此后表示，已将其向安全监管机构做出的错误陈述通知了SEC。</blockquote></p><p> Shares in Workhorse closed at $7.22 Thursday, down 82% from an all-time high of $41.34 in February. Since late July, the company has installed new executive leadership, withdrawn financial guidance, stopped production and recalled vans that had already been delivered to customers.</p><p><blockquote>Workhorse股价周四收于7.22美元，较2月份41.34美元的历史高点下跌82%。自7月下旬以来，该公司任命了新的执行领导层，撤回了财务指导，停止了生产，并召回了已经交付给客户的货车。</blockquote></p><p> Last year, electric-vehicle startups saw an influx of billions of dollars, many through mergers with special-purpose-acquisition companies, or SPACs. Workhorse’s roots as a public company go back to 2010, but its stock price benefited last year from the increased investor interest in EVs. Shares of Workhorse rocketed more than 2,000% between March 2020 and this past February.</p><p><blockquote>去年，电动汽车初创公司涌入了数十亿美元，其中许多是通过与特殊目的收购公司（SPAC）合并获得的。Workhorse作为一家上市公司的历史可以追溯到2010年，但去年其股价受益于投资者对电动汽车兴趣的增加。2020年3月至今年2月期间，Workhorse的股价飙升了2,000%以上。</blockquote></p><p> Workhorse is the third electric-vehicle company known to have come under scrutiny from both federal prosecutors and securities regulators in the past 14 months.</p><p><blockquote>Workhorse是过去14个月内第三家受到联邦检察官和证券监管机构审查的电动汽车公司。</blockquote></p><p> This July, the Justice Department and the SEC filed securities-fraud charges against Trevor Milton, founder and former executive chairman of hydrogen-truck startup&nbsp;Nikola&nbsp;Corp.On Thursday,Nikola said it was putting aside $125 million&nbsp;ahead of a potential settlement with the SEC.</p><p><blockquote>今年7月，司法部和美国证券交易委员会对氢卡车初创公司Nikola Corp的创始人兼前执行主席特雷弗·米尔顿(Trevor Milton)提出证券欺诈指控。周四，Nikola表示，在与SEC达成潜在和解之前，它将拨出1.25亿美元。</blockquote></p><p> Nikola is “looking forward to resolving the outstanding issues relating to our founder and bringing that chapter to a close and maintaining our focus on delivering trucks to our customers,” Chief Executive Mark Russell said. Nikola said in a regulatory filing Thursday that it is committed to cooperating fully with the SEC and Justice Department investigations, which are ongoing.</p><p><blockquote>首席执行官马克·拉塞尔(Mark Russell)表示，尼古拉“期待解决与我们创始人相关的悬而未决的问题，结束这一篇章，并继续专注于向客户交付卡车”。尼古拉周四在一份监管文件中表示，它致力于全力配合美国证券交易委员会和司法部正在进行的调查。</blockquote></p><p> A spokesman for Mr. Milton declined to comment.After he was charged in July, a spokesman for Mr. Milton’s lawyers said he was innocent and had been wrongly accused following a faulty investigation.</p><p><blockquote>米尔顿的发言人拒绝置评。在他7月份被指控后，米尔顿律师的发言人表示，他是无辜的，是在一次错误的调查后被错误指控的。</blockquote></p><p> Earlier this year,the SEC&nbsp;and&nbsp;the Justice Department&nbsp;opened probes into&nbsp;Lordstown Motors&nbsp;Corp., a company in which&nbsp;Workhorse was an early investor.</p><p><blockquote>今年早些时候，美国证券交易委员会和司法部对洛兹敦汽车公司（Lordstown Motors Corp.）展开调查，Workhorse是该公司的早期投资者。</blockquote></p><p> Lordstown Motors has said it is committed to cooperating with any investigations.</p><p><blockquote>洛兹敦汽车公司表示致力于配合任何调查。</blockquote></p><p> Both Workhorse and Lordstown have been targeted by short sellers who say they are skeptical of the companies’ products and prospects for future business.</p><p><blockquote>Workhorse和Lordstown都成为卖空者的目标，他们表示对两家公司的产品和未来业务前景持怀疑态度。</blockquote></p><p> Based in Loveland, Ohio, Workhorse manufactures electric delivery vans that it aims to sell to commercial-fleet operators like&nbsp;United Parcel Service&nbsp;Inc.Workhorse had been a bidder on a new contract to make mail delivery trucks for the U.S. Postal Service, but lost the bid in February. The company challenged that decision in court but has since withdrawn its complaint.</p><p><blockquote>Workhorse总部位于俄亥俄州洛弗兰德，生产电动送货车，计划将其出售给联合包裹服务公司等商业车队运营商。Workhorse曾是为美国邮政服务制造邮件送货车的新合同的投标人，但失败了二月份的投标。该公司在法庭上对这一决定提出质疑，但后来撤回了申诉。</blockquote></p><p> On July 29, Workhorse said it was hiring Richard Dauch as chief executive and pulling its financial guidance for investors. Mr. Dauch had most recently served in the same role at Delphi Technologies PLC and oversaw its sale to BorgWarner Inc. Former Workhorse CEO Duane Hughes left the company by mutual agreement.</p><p><blockquote>7月29日，Workhorse表示将聘请Richard Dauch担任首席执行官，并取消对投资者的财务指引。Dauch先生最近曾在Delphi Technologies PLC担任同样的职务，并监督其出售给博格华纳公司。前Workhorse首席执行官Duane Hughes经双方同意离开了该公司。</blockquote></p><p> A few weeks later, Mr. Dauch opened an earnings call saying the company was revising designs for its flagship C-1000 vans in response to customer feedback that said they lacked payload capacity.</p><p><blockquote>几周后，Dauch先生在财报看涨期权上表示，该公司正在修改其旗舰C-1000货车的设计，以回应客户反馈称其缺乏有效负载能力。</blockquote></p><p> On Sept. 22, Workhorse said it was suspending deliveries of the C-1000 and recalling 41 that had already been delivered to customers. The company said that the vehicles needed more testing to comply with federal safety standards and that earlier statements related to their compliance made to federal regulators couldn’t be relied on.</p><p><blockquote>9月22日，Workhorse表示将暂停交付C-1000，并召回已交付给客户的41架。该公司表示，这些车辆需要进行更多测试才能符合联邦安全标准，并且不能依赖之前向联邦监管机构做出的有关其合规性的声明。</blockquote></p><p> Last month, the company disclosed that the chief financial officer, chief operating officer and general counsel who had been at the company with Mr. Hughes had left or would leave the company.</p><p><blockquote>上个月，该公司披露，与休斯先生一起在公司工作的首席财务官、首席运营官和总法律顾问已经或将离开公司。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WKHS":"Workhorse Group, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171686550","content_text":"Electric-van maker Workhorse stock Dived 9% in morning trading after the report that it was being investigated by the Justice Department, documents showed,according to The Wall Street Journal.\n\nThe Justice Department has opened an investigation into electric-van startup Workhorse Inc.,according to documents reviewed by The Wall Street Journal.\nThe focus of the inquiry, which is being conducted by the U.S. attorney’s office in Manhattan, wasn’t revealed in the documents.\nSpokesmen for the Manhattan U.S. attorney’s office and Workhorse declined to comment on the probe.\nAlso investigating Workhorse is the U.S. Securities and Exchange Commission, whose probe into the company was reported by the Journal in September. Workhorse has since said it had notified the SEC of misstatements it had made to safety regulators.\nShares in Workhorse closed at $7.22 Thursday, down 82% from an all-time high of $41.34 in February. Since late July, the company has installed new executive leadership, withdrawn financial guidance, stopped production and recalled vans that had already been delivered to customers.\nLast year, electric-vehicle startups saw an influx of billions of dollars, many through mergers with special-purpose-acquisition companies, or SPACs. Workhorse’s roots as a public company go back to 2010, but its stock price benefited last year from the increased investor interest in EVs. Shares of Workhorse rocketed more than 2,000% between March 2020 and this past February.\nWorkhorse is the third electric-vehicle company known to have come under scrutiny from both federal prosecutors and securities regulators in the past 14 months.\nThis July, the Justice Department and the SEC filed securities-fraud charges against Trevor Milton, founder and former executive chairman of hydrogen-truck startup Nikola Corp.On Thursday,Nikola said it was putting aside $125 million ahead of a potential settlement with the SEC.\nNikola is “looking forward to resolving the outstanding issues relating to our founder and bringing that chapter to a close and maintaining our focus on delivering trucks to our customers,” Chief Executive Mark Russell said. Nikola said in a regulatory filing Thursday that it is committed to cooperating fully with the SEC and Justice Department investigations, which are ongoing.\nA spokesman for Mr. Milton declined to comment.After he was charged in July, a spokesman for Mr. Milton’s lawyers said he was innocent and had been wrongly accused following a faulty investigation.\nEarlier this year,the SEC and the Justice Department opened probes into Lordstown Motors Corp., a company in which Workhorse was an early investor.\nLordstown Motors has said it is committed to cooperating with any investigations.\nBoth Workhorse and Lordstown have been targeted by short sellers who say they are skeptical of the companies’ products and prospects for future business.\nBased in Loveland, Ohio, Workhorse manufactures electric delivery vans that it aims to sell to commercial-fleet operators like United Parcel Service Inc.Workhorse had been a bidder on a new contract to make mail delivery trucks for the U.S. Postal Service, but lost the bid in February. The company challenged that decision in court but has since withdrawn its complaint.\nOn July 29, Workhorse said it was hiring Richard Dauch as chief executive and pulling its financial guidance for investors. Mr. Dauch had most recently served in the same role at Delphi Technologies PLC and oversaw its sale to BorgWarner Inc. Former Workhorse CEO Duane Hughes left the company by mutual agreement.\nA few weeks later, Mr. Dauch opened an earnings call saying the company was revising designs for its flagship C-1000 vans in response to customer feedback that said they lacked payload capacity.\nOn Sept. 22, Workhorse said it was suspending deliveries of the C-1000 and recalling 41 that had already been delivered to customers. The company said that the vehicles needed more testing to comply with federal safety standards and that earlier statements related to their compliance made to federal regulators couldn’t be relied on.\nLast month, the company disclosed that the chief financial officer, chief operating officer and general counsel who had been at the company with Mr. Hughes had left or would leave the company.","news_type":1,"symbols_score_info":{"WKHS":0.9}},"isVote":1,"tweetType":1,"viewCount":2322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845096788,"gmtCreate":1636250802372,"gmtModify":1636250802671,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845096788","repostId":"2181742244","repostType":4,"isVote":1,"tweetType":1,"viewCount":4137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855954904,"gmtCreate":1635328519585,"gmtModify":1635328525794,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"黄金能继续上行吗？[财迷]&nbsp;[财迷]&nbsp;","listText":"黄金能继续上行吗？[财迷]&nbsp;[财迷]&nbsp;","text":"黄金能继续上行吗？[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/bc7ba0074962c26614197d7f9883c411","width":"1080","height":"2150"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855954904","isVote":1,"tweetType":1,"viewCount":2734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864481211,"gmtCreate":1633138678304,"gmtModify":1633138678661,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864481211","repostId":"1156614095","repostType":2,"repost":{"id":"1156614095","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633133090,"share":"https://www.laohu8.com/m/news/1156614095?lang=zh_CN&edition=full","pubTime":"2021-10-02 08:04","market":"hk","language":"zh","title":"昨夜今晨：美股集体反弹！欧股遭遇10月“开门黑”","url":"https://stock-news.laohu8.com/highlight/detail?id=1156614095","media":"老虎资讯综合","summary":"摘要：美股集体反弹，道指大涨1.43%，但本周累跌1.36%；欧股遭遇10月开门黑，英股跌0.84%；美国民意调查显示拜登支持率下滑至50%等。\n\n海外市场\n1、三大指数齐反弹！道指涨1.43% 默沙","content":"<blockquote>\n 摘要：美股集体反弹，道指大涨1.43%，但本周累跌1.36%；欧股遭遇10月开门黑，英股跌0.84%；美国民意调查显示拜登支持率下滑至50%等。\n</blockquote>\n<p>海外市场</p>\n<p>1、三大指数齐反弹！道指涨1.43% <a href=\"https://laohu8.com/S/MRK\">默沙东</a>大涨8%</p>\n<p>美股周五高开高走，但三大股指本周均录得跌幅。截止收盘，道指涨1.43%，本周累跌1.36%；标普500指数涨1.15%，本周累跌2.21%；纳指涨0.82%，本周累跌3.2%。</p>\n<p>2、热门中概股周五收盘涨跌不一 区块链概念股多数走高</p>\n<p>热门中概股周五收盘涨跌不一，区块链概念股多数走高，比特数字涨超11%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨近6%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>涨超5%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨近5%，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超1%，<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌超7%。</p>\n<p>3、欧股遭遇10月开门黑！英股跌0.84%</p>\n<p>欧洲时间周五，欧股三大指数集体下跌。截止收盘，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数报收于7027.07点，比前一交易日下跌59.35点，跌幅为0.84%；法国CAC40指数报收于6517.69点，比前一交易日下跌2.32点，跌幅为0.04%；德国DAX30指数报收于15156.44点，比前一交易日下跌104.25点，跌幅为0.68%。</p>\n<p>4、周五美国WTI原油收高1.2% 创3年来最高收盘价</p>\n<p>作为全球原油价格基准的<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>（ICE）12月布伦特原油期货价格上涨97美分，涨1.2%，收于每桶79.28美元。根据道琼斯市场数据，在刚刚过去的9月份，WTI原油期货上涨9.5%，布伦特原油上涨7.6%。</p>\n<p>5、黄金期货周五收高0.1% 通胀数据支撑金价走高</p>\n<p>周五，纽约商品交易所12月交割的黄金期货价格上涨1.40美元，涨幅近0.1%，收于每盎司1758.40美元。按照最活跃合约计算，黄金期货价格本周上涨0.4%。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2172965534\" target=\"_blank\">美联社民意调查显示拜登支持率下滑至50%</a></p>\n<p>据美联社公共事务研究中心当地时间10月1日发布的民意调查结果，在从阿富汗撤军和处理南部边境的数千名海地移民方面，美国民众对总统拜登的批评意见越来越多，拜登的支持率下滑至50%。</p>\n<p>2、美联储Mester支持允许联储资产负债表在某个时候收缩</p>\n<p>克利夫兰联邦储备银行行长Loretta Mester重申支持11月开始缩减资产购买，并表示应该允许美联储的资产负债表在某个时候进行自然收缩。</p>\n<p>3、美国9月末消费者信心略有上升 仍接近疫情爆发以来低点</p>\n<p>周五公布的数据显示，密歇根大学消费者信心指数从初值的71升至72.8，超出彭博调查经济学家的预期中值，8月为70.3。</p>\n<p>4、欧佩克上月再度增产 下周将评估后续产量计划</p>\n<p>为跟上石油需求增长的步伐，欧佩克在上月恢复了更多闲置产能。机构调查显示，欧佩克原油产量增加36万桶/日，至2749万桶/日。</p>\n<p>5、欧元区通胀9月创13年新高</p>\n<p>欧盟统计局当日公布的初步统计数据显示，受能源价格上涨及供应链瓶颈影响，9月欧元区通胀率持续攀升，按年率计算达3.4%，超过市场预期，创13年新高。</p>\n<p>6、美国8月PCE通胀率达到1991年来最高 个人支出强劲增长</p>\n<p>美国8月个人支出增速高于预期，受商品采购驱动。同时一项受到密切关注的通胀指标超出市场预期。个人消费支出（PCE）价格指数环比上涨0.4%，同比攀升4.3%。这是1991年以来的最大升幅。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2172173969\" target=\"_blank\">默沙东收涨8.4% 创最近五年最大单日涨幅</a></p>\n<p>默沙东收涨8.4%，创最近五年最大单日涨幅。此前，默沙东宣布，该公司的新冠实验性药物可将新冠病毒感染者的住院和死亡率降低一半，将很快要求美国和世界各地的卫生官员批准其使用。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2172963698\" target=\"_blank\">“木头姐”旗舰基金出现成立以来最高季度资金外流</a></p>\n<p>知名投资者「木头姐」Cathie Wood旗下的<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>（代码ARKK）出现其成立以来最大的季度资金外流，截至9月末的三个月里流出资金大约19.7亿美元。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2172966512\" target=\"_blank\">谷歌进军银行业务遇阻 放弃向用户提供银行账户计划</a></p>\n<p>媒体周五报道称，谷歌正在放弃直接向用户提供银行账户服务的计划。报道称，谷歌错过了该项目的许多最后期限，此外监督该项目的Google Pay高管离职也导致其计划开始倒闭。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2172696359\" target=\"_blank\">美国白宫施压美航空公司 要求其对员工执行新冠疫苗强制接种令</a></p>\n<p>消息人士称，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>公司、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>公司和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>公司均与联邦政府有业务往来，符合政府对联邦承包商的定义，所以这三家航空公司及其雇员必须遵循政府对承包商的疫苗要求，于12月8日前接种新冠疫苗。</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>昨夜今晨：美股集体反弹！欧股遭遇10月“开门黑”</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; 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margin: 0;line-height: 11px;}\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\">\n昨夜今晨：美股集体反弹！欧股遭遇10月“开门黑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-02 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：美股集体反弹，道指大涨1.43%，但本周累跌1.36%；欧股遭遇10月开门黑，英股跌0.84%；美国民意调查显示拜登支持率下滑至50%等。\n</blockquote>\n<p>海外市场</p>\n<p>1、三大指数齐反弹！道指涨1.43% <a href=\"https://laohu8.com/S/MRK\">默沙东</a>大涨8%</p>\n<p>美股周五高开高走，但三大股指本周均录得跌幅。截止收盘，道指涨1.43%，本周累跌1.36%；标普500指数涨1.15%，本周累跌2.21%；纳指涨0.82%，本周累跌3.2%。</p>\n<p>2、热门中概股周五收盘涨跌不一 区块链概念股多数走高</p>\n<p>热门中概股周五收盘涨跌不一，区块链概念股多数走高，比特数字涨超11%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨近6%，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>涨超5%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨近5%，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超1%，<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌超7%。</p>\n<p>3、欧股遭遇10月开门黑！英股跌0.84%</p>\n<p>欧洲时间周五，欧股三大指数集体下跌。截止收盘，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数报收于7027.07点，比前一交易日下跌59.35点，跌幅为0.84%；法国CAC40指数报收于6517.69点，比前一交易日下跌2.32点，跌幅为0.04%；德国DAX30指数报收于15156.44点，比前一交易日下跌104.25点，跌幅为0.68%。</p>\n<p>4、周五美国WTI原油收高1.2% 创3年来最高收盘价</p>\n<p>作为全球原油价格基准的<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>（ICE）12月布伦特原油期货价格上涨97美分，涨1.2%，收于每桶79.28美元。根据道琼斯市场数据，在刚刚过去的9月份，WTI原油期货上涨9.5%，布伦特原油上涨7.6%。</p>\n<p>5、黄金期货周五收高0.1% 通胀数据支撑金价走高</p>\n<p>周五，纽约商品交易所12月交割的黄金期货价格上涨1.40美元，涨幅近0.1%，收于每盎司1758.40美元。按照最活跃合约计算，黄金期货价格本周上涨0.4%。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2172965534\" target=\"_blank\">美联社民意调查显示拜登支持率下滑至50%</a></p>\n<p>据美联社公共事务研究中心当地时间10月1日发布的民意调查结果，在从阿富汗撤军和处理南部边境的数千名海地移民方面，美国民众对总统拜登的批评意见越来越多，拜登的支持率下滑至50%。</p>\n<p>2、美联储Mester支持允许联储资产负债表在某个时候收缩</p>\n<p>克利夫兰联邦储备银行行长Loretta Mester重申支持11月开始缩减资产购买，并表示应该允许美联储的资产负债表在某个时候进行自然收缩。</p>\n<p>3、美国9月末消费者信心略有上升 仍接近疫情爆发以来低点</p>\n<p>周五公布的数据显示，密歇根大学消费者信心指数从初值的71升至72.8，超出彭博调查经济学家的预期中值，8月为70.3。</p>\n<p>4、欧佩克上月再度增产 下周将评估后续产量计划</p>\n<p>为跟上石油需求增长的步伐，欧佩克在上月恢复了更多闲置产能。机构调查显示，欧佩克原油产量增加36万桶/日，至2749万桶/日。</p>\n<p>5、欧元区通胀9月创13年新高</p>\n<p>欧盟统计局当日公布的初步统计数据显示，受能源价格上涨及供应链瓶颈影响，9月欧元区通胀率持续攀升，按年率计算达3.4%，超过市场预期，创13年新高。</p>\n<p>6、美国8月PCE通胀率达到1991年来最高 个人支出强劲增长</p>\n<p>美国8月个人支出增速高于预期，受商品采购驱动。同时一项受到密切关注的通胀指标超出市场预期。个人消费支出（PCE）价格指数环比上涨0.4%，同比攀升4.3%。这是1991年以来的最大升幅。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2172173969\" target=\"_blank\">默沙东收涨8.4% 创最近五年最大单日涨幅</a></p>\n<p>默沙东收涨8.4%，创最近五年最大单日涨幅。此前，默沙东宣布，该公司的新冠实验性药物可将新冠病毒感染者的住院和死亡率降低一半，将很快要求美国和世界各地的卫生官员批准其使用。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2172963698\" target=\"_blank\">“木头姐”旗舰基金出现成立以来最高季度资金外流</a></p>\n<p>知名投资者「木头姐」Cathie Wood旗下的<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>（代码ARKK）出现其成立以来最大的季度资金外流，截至9月末的三个月里流出资金大约19.7亿美元。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2172966512\" target=\"_blank\">谷歌进军银行业务遇阻 放弃向用户提供银行账户计划</a></p>\n<p>媒体周五报道称，谷歌正在放弃直接向用户提供银行账户服务的计划。报道称，谷歌错过了该项目的许多最后期限，此外监督该项目的Google Pay高管离职也导致其计划开始倒闭。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2172696359\" target=\"_blank\">美国白宫施压美航空公司 要求其对员工执行新冠疫苗强制接种令</a></p>\n<p>消息人士称，<a href=\"https://laohu8.com/S/AAL\">美国航空</a>公司、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>公司和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>公司均与联邦政府有业务往来，符合政府对联邦承包商的定义，所以这三家航空公司及其雇员必须遵循政府对承包商的疫苗要求，于12月8日前接种新冠疫苗。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156614095","content_text":"摘要：美股集体反弹，道指大涨1.43%，但本周累跌1.36%；欧股遭遇10月开门黑，英股跌0.84%；美国民意调查显示拜登支持率下滑至50%等。\n\n海外市场\n1、三大指数齐反弹！道指涨1.43% 默沙东大涨8%\n美股周五高开高走，但三大股指本周均录得跌幅。截止收盘，道指涨1.43%，本周累跌1.36%；标普500指数涨1.15%，本周累跌2.21%；纳指涨0.82%，本周累跌3.2%。\n2、热门中概股周五收盘涨跌不一 区块链概念股多数走高\n热门中概股周五收盘涨跌不一，区块链概念股多数走高，比特数字涨超11%，第九城市涨近6%，比特矿业涨超5%，嘉楠科技涨近5%，亿邦国际涨超1%，中网载线跌超7%。\n3、欧股遭遇10月开门黑！英股跌0.84%\n欧洲时间周五，欧股三大指数集体下跌。截止收盘，英国富时100指数报收于7027.07点，比前一交易日下跌59.35点，跌幅为0.84%；法国CAC40指数报收于6517.69点，比前一交易日下跌2.32点，跌幅为0.04%；德国DAX30指数报收于15156.44点，比前一交易日下跌104.25点，跌幅为0.68%。\n4、周五美国WTI原油收高1.2% 创3年来最高收盘价\n作为全球原油价格基准的洲际交易所（ICE）12月布伦特原油期货价格上涨97美分，涨1.2%，收于每桶79.28美元。根据道琼斯市场数据，在刚刚过去的9月份，WTI原油期货上涨9.5%，布伦特原油上涨7.6%。\n5、黄金期货周五收高0.1% 通胀数据支撑金价走高\n周五，纽约商品交易所12月交割的黄金期货价格上涨1.40美元，涨幅近0.1%，收于每盎司1758.40美元。按照最活跃合约计算，黄金期货价格本周上涨0.4%。\n国际宏观\n1、美联社民意调查显示拜登支持率下滑至50%\n据美联社公共事务研究中心当地时间10月1日发布的民意调查结果，在从阿富汗撤军和处理南部边境的数千名海地移民方面，美国民众对总统拜登的批评意见越来越多，拜登的支持率下滑至50%。\n2、美联储Mester支持允许联储资产负债表在某个时候收缩\n克利夫兰联邦储备银行行长Loretta Mester重申支持11月开始缩减资产购买，并表示应该允许美联储的资产负债表在某个时候进行自然收缩。\n3、美国9月末消费者信心略有上升 仍接近疫情爆发以来低点\n周五公布的数据显示，密歇根大学消费者信心指数从初值的71升至72.8，超出彭博调查经济学家的预期中值，8月为70.3。\n4、欧佩克上月再度增产 下周将评估后续产量计划\n为跟上石油需求增长的步伐，欧佩克在上月恢复了更多闲置产能。机构调查显示，欧佩克原油产量增加36万桶/日，至2749万桶/日。\n5、欧元区通胀9月创13年新高\n欧盟统计局当日公布的初步统计数据显示，受能源价格上涨及供应链瓶颈影响，9月欧元区通胀率持续攀升，按年率计算达3.4%，超过市场预期，创13年新高。\n6、美国8月PCE通胀率达到1991年来最高 个人支出强劲增长\n美国8月个人支出增速高于预期，受商品采购驱动。同时一项受到密切关注的通胀指标超出市场预期。个人消费支出（PCE）价格指数环比上涨0.4%，同比攀升4.3%。这是1991年以来的最大升幅。\n公司新闻\n1、默沙东收涨8.4% 创最近五年最大单日涨幅\n默沙东收涨8.4%，创最近五年最大单日涨幅。此前，默沙东宣布，该公司的新冠实验性药物可将新冠病毒感染者的住院和死亡率降低一半，将很快要求美国和世界各地的卫生官员批准其使用。\n2、“木头姐”旗舰基金出现成立以来最高季度资金外流\n知名投资者「木头姐」Cathie Wood旗下的ARK Innovation ETF（代码ARKK）出现其成立以来最大的季度资金外流，截至9月末的三个月里流出资金大约19.7亿美元。\n3、谷歌进军银行业务遇阻 放弃向用户提供银行账户计划\n媒体周五报道称，谷歌正在放弃直接向用户提供银行账户服务的计划。报道称，谷歌错过了该项目的许多最后期限，此外监督该项目的Google Pay高管离职也导致其计划开始倒闭。\n4、美国白宫施压美航空公司 要求其对员工执行新冠疫苗强制接种令\n消息人士称，美国航空公司、达美航空公司和西南航空公司均与联邦政府有业务往来，符合政府对联邦承包商的定义，所以这三家航空公司及其雇员必须遵循政府对承包商的疫苗要求，于12月8日前接种新冠疫苗。","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869416771,"gmtCreate":1632316337393,"gmtModify":1632801314068,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869416771","repostId":"869616988","repostType":1,"repost":{"id":869616988,"gmtCreate":1632279302241,"gmtModify":1740679202677,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【9月22日】港股休市，美股坐上“过山车”，今天买点啥？","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 美股市场 美股接近收平，此前一度全线下跌，对房地产开发商中国恒大问题的担忧，以及美联储周三政策声明发布前的谨慎情绪，抑制了市场。交投震荡，道琼斯指数和标普500指数在收盘前回吐涨幅，纳斯达克指数小幅收高。 道琼斯指数收盘跌0.15%，标普500指数跌0.08%，纳斯达克综合指数上涨0.22%。 热门中概股周二收盘多数上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> 涨近6%，<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 粉单涨超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 涨约3%，腾讯ADR涨超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 涨超1%，网易有道、<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 涨约1%，<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 和","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 美股市场 美股接近收平，此前一度全线下跌，对房地产开发商中国恒大问题的担忧，以及美联储周三政策声明发布前的谨慎情绪，抑制了市场。交投震荡，道琼斯指数和标普500指数在收盘前回吐涨幅，纳斯达克指数小幅收高。 道琼斯指数收盘跌0.15%，标普500指数跌0.08%，纳斯达克综合指数上涨0.22%。 热门中概股周二收盘多数上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> 涨近6%，<a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a> 和<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 粉单涨超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/TAL\">$好未来(TAL)$</a> 涨约3%，腾讯ADR涨超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 涨超1%，网易有道、<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 涨约1%，<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 和","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 美股市场 美股接近收平，此前一度全线下跌，对房地产开发商中国恒大问题的担忧，以及美联储周三政策声明发布前的谨慎情绪，抑制了市场。交投震荡，道琼斯指数和标普500指数在收盘前回吐涨幅，纳斯达克指数小幅收高。 道琼斯指数收盘跌0.15%，标普500指数跌0.08%，纳斯达克综合指数上涨0.22%。 热门中概股周二收盘多数上涨，$高途(GOTU)$ 涨近6%，$新东方(EDU)$ 和$瑞幸咖啡(LKNCY)$ 粉单涨超3%，$好未来(TAL)$ 涨约3%，腾讯ADR涨超2%，$哔哩哔哩(BILI)$ 、$百度(BIDU)$ 涨超1%，网易有道、$拼多多(PDD)$ 涨约1%，$理想汽车(LI)$ 和","images":[{"img":"https://static.tigerbbs.com/462b8dd092b8e7021796ddf8a81ae278","width":"300","height":"300"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869616988","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812633623,"gmtCreate":1630580699562,"gmtModify":1631890559071,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812633623","repostId":"1117075099","repostType":4,"isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818346708,"gmtCreate":1630379270204,"gmtModify":1704959410710,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Wah.... How many rules to come out from govt? Really disasters for China companies now. Good company but share prices keep deep diving.&nbsp;[流泪]&nbsp;","listText":"Wah.... How many rules to come out from govt? Really disasters for China companies now. Good company but share prices keep deep diving.&nbsp;[流泪]&nbsp;","text":"Wah.... How many rules to come out from govt? Really disasters for China companies now. Good company but share prices keep deep diving. [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818346708","repostId":"2163831743","repostType":4,"isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818348593,"gmtCreate":1630379181712,"gmtModify":1704959408993,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"AMC is like a gambling share&nbsp;[开心]&nbsp;","listText":"AMC is like a gambling share&nbsp;[开心]&nbsp;","text":"AMC is like a gambling share [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/818348593","repostId":"1104186500","repostType":4,"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177841188,"gmtCreate":1627200133244,"gmtModify":1631890559082,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Both also good... Go in both no need to think. Lol","listText":"Both also good... Go in both no need to think. Lol","text":"Both also good... Go in both no need to think. Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/177841188","repostId":"2153936352","repostType":4,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175409138,"gmtCreate":1627044759424,"gmtModify":1631890559082,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Can buy?&nbsp;","listText":"Can buy?&nbsp;","text":"Can buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175409138","repostId":"2153092983","repostType":4,"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178057177,"gmtCreate":1626775426799,"gmtModify":1631890559084,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"It rises too high and should have some healty market correction.&nbsp;","listText":"It rises too high and should have some healty market correction.&nbsp;","text":"It rises too high and should have some healty market correction.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178057177","repostId":"1149956232","repostType":4,"repost":{"id":"1149956232","kind":"news","pubTimestamp":1626772136,"share":"https://www.laohu8.com/m/news/1149956232?lang=zh_CN&edition=full","pubTime":"2021-07-20 17:08","market":"us","language":"en","title":"Markets Stabilize After Worst Fall for Stocks in Months<blockquote>股市数月来最严重下跌后市场企稳</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1149956232","media":"The Wall Street Journal","summary":"Dow futures, oil and bond yields rise, injecting some calm into markets.\n\nU.S. stock futures pointed","content":"<p>  Dow futures, oil and bond yields rise, injecting some calm into markets.  U.S. stock futures pointed to a rebound Tuesday, after major indexes tumbled Monday on concerns over the spread of Covid-19 variants and potential setbacks to the economic recovery.</p><p><blockquote>道指期货、石油和债券收益率上升，为市场注入了一些平静。美国股指期货周二出现反弹，此前主要股指周一因担心Covid-19变种传播和经济复苏可能受挫而暴跌。</blockquote></p><p> Futures tied to the Dow Jones Industrial Average rose 0.7%, suggesting a reversal for the blue-chip index that fell more than 700 points Monday in itsworst session since October. S&amp;P 500 futures rose 0.5% and Nasdaq 100 futures climbed 0.5%, pointing to a turnaround for both the broad-market index and technology stocks.</p><p><blockquote>与道琼斯工业平均指数相关的期货上涨0.7%，表明该蓝筹股指数周一下跌超过700点，创下10月份以来最糟糕的交易日。标普500期货上涨0.5%，纳斯达克100期货上涨0.5%，表明大盘指数和科技股均出现好转。</blockquote></p><p> Investors have grown concerned over the Delta coronavirus variant, prompting a reassessment of the economy’s prospects. Despite this, the three major stock indexes each closed only around 3% down from their all-time highs Monday, underscoring the strength of the rally that powered equity markets in the first half of the year.</p><p><blockquote>投资者对德尔塔新冠病毒变异毒株越来越担心，促使人们重新评估经济前景。尽管如此，三大股指周一收盘仅较历史高点下跌约3%，凸显了今年上半年推动股市上涨的力度。</blockquote></p><p> “When you get a selloff like we had yesterday, there are certainly going to be some investors who are going to see that as an opportunity to invest for the longer term,” said Kiran Ganesh, a multiasset strategist atUBSGlobal Wealth Management. “Especially where the 10-year [Treasury] yields have gone, that still points to the default position for investors as long equities, because there are simply very few other options.”</p><p><blockquote>UBS全球财富管理公司多资产策略师基兰·加内什(Kiran Ganesh)表示：“当出现像昨天那样的抛售时，肯定会有一些投资者将其视为长期投资的机会。”“尤其是10年期[国债]收益率的走势，这仍然表明投资者的默认头寸是做多股票，因为其他选择很少。”</blockquote></p><p> In bond markets, the yield on the benchmark 10-year U.S. Treasury note edged up to 1.200%, after dropping to 1.181% Monday in thebiggest daily decline since March. Prices rise when yields fall. The WSJ Dollar Index hovered around its highest level since March, up another 0.1%.</p><p><blockquote>债券市场方面，基准10年期美国国债收益率小幅升至1.200%，周一跌至1.181%，创3月份以来最大单日跌幅。当收益率下降时，价格就会上涨。华尔街日报美元指数徘徊在3月份以来的最高水平附近，再涨0.1%。</blockquote></p><p> Oil prices also ticked upafter tumbling Mondayon fears that Covid-19 could curb energy demand again. Brent crude added 0.3%, after dropping 6.8% in its worst daily performance since March. U.S. benchmark West Texas Intermediate also rose 0.3%, after logging its biggest drop since September.</p><p><blockquote>由于担心Covid-19可能再次抑制能源需求，油价在周一暴跌后也有所上涨。布伦特原油上涨0.3%，此前下跌6.8%，创3月份以来最差单日表现。美国基准西德克萨斯中质原油也上涨0.3%，创下9月份以来的最大跌幅。</blockquote></p><p> “We sometimes forget that when we’ve had periods of very strong performance and low volatility, small bumps in the market do feel like they are more than they are,” said Shaniel Ramjee, a multiasset fund manager at Pictet Asset Management.</p><p><blockquote>百达资产管理公司(Pictet Asset Management)多资产基金经理沙尼尔·拉姆吉(Shaniel Ramjee)表示：“我们有时会忘记，当我们经历了表现非常强劲和波动性较低的时期时，市场上的小幅波动确实会让人感觉超出了实际情况。”</blockquote></p><p> Earnings season is under way, with tobacco giantPhilip Morris Internationaland insurance company Travelers Companies scheduled to report ahead of the opening bell.Netflix,Chipotle Mexican Grilland United Airlines are slated to post earnings after markets close.</p><p><blockquote>财报季即将到来，烟草巨头菲利普莫里斯国际公司和保险公司Travelers Companies计划在开盘前公布财报。Netflix、Chipotle Mexican Grilland和联合航空计划在收盘后公布财报。</blockquote></p><p> Cryptocurrencies extended their declines, with bitcoin dropping below $30,000 Tuesday for the first time in a month. It declined nearly 3% from its level at 5 p.m. ET the previous day to around $29,800.</p><p><blockquote>加密货币延续跌势，比特币周二一个月来首次跌破30,000美元。较下午5点的水平下跌近3%。美国东部时间前一天至29,800美元左右。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 rose 0.9%. Among European equities, UBS climbed 2.6% after postingbetter-than-expected earningsfor the second quarter, driven by strong client activity and buoyant markets. Mining giantBHP Grouprose 2% after reportingstrong quarterly operations.</p><p><blockquote>海外方面，泛大陆斯托克欧洲600指数涨0.9%。在欧洲股市中，在强劲的客户活动和活跃的市场推动下，瑞银集团公布了好于预期的第二季度盈利，股价上涨2.6%。矿业巨头必和必拓集团在报告强劲的季度运营后股价上涨2%。</blockquote></p><p> In Asia, most major benchmarks extended Monday’s declines. The Shanghai Composite Index lost another 0.1% and Hong Kong’s Hang Seng tumbled 0.8%.</p><p><blockquote>在亚洲，大多数主要基准指数延续了周一的跌势。上证综合指数又下跌0.1%，香港恒生指数下跌0.8%。</blockquote></p><p> A gauge of housing starts in the U.S. in June is set for release at 8:30 a.m. ET. Economists expect a rise, as prices for materials such as lumber eased amid a limited supply of houses on the market.</p><p><blockquote>美国6月份新屋开工数据定于美国东部时间上午8:30发布。经济学家预计价格会上涨，因为市场上房屋供应有限，木材等材料的价格有所下降。</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>Markets Stabilize After Worst Fall for Stocks in Months<blockquote>股市数月来最严重下跌后市场企稳</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\">\nMarkets Stabilize After Worst Fall for Stocks in Months<blockquote>股市数月来最严重下跌后市场企稳</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-20 17:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Dow futures, oil and bond yields rise, injecting some calm into markets.  U.S. stock futures pointed to a rebound Tuesday, after major indexes tumbled Monday on concerns over the spread of Covid-19 variants and potential setbacks to the economic recovery.</p><p><blockquote>道指期货、石油和债券收益率上升，为市场注入了一些平静。美国股指期货周二出现反弹，此前主要股指周一因担心Covid-19变种传播和经济复苏可能受挫而暴跌。</blockquote></p><p> Futures tied to the Dow Jones Industrial Average rose 0.7%, suggesting a reversal for the blue-chip index that fell more than 700 points Monday in itsworst session since October. S&amp;P 500 futures rose 0.5% and Nasdaq 100 futures climbed 0.5%, pointing to a turnaround for both the broad-market index and technology stocks.</p><p><blockquote>与道琼斯工业平均指数相关的期货上涨0.7%，表明该蓝筹股指数周一下跌超过700点，创下10月份以来最糟糕的交易日。标普500期货上涨0.5%，纳斯达克100期货上涨0.5%，表明大盘指数和科技股均出现好转。</blockquote></p><p> Investors have grown concerned over the Delta coronavirus variant, prompting a reassessment of the economy’s prospects. Despite this, the three major stock indexes each closed only around 3% down from their all-time highs Monday, underscoring the strength of the rally that powered equity markets in the first half of the year.</p><p><blockquote>投资者对德尔塔新冠病毒变异毒株越来越担心，促使人们重新评估经济前景。尽管如此，三大股指周一收盘仅较历史高点下跌约3%，凸显了今年上半年推动股市上涨的力度。</blockquote></p><p> “When you get a selloff like we had yesterday, there are certainly going to be some investors who are going to see that as an opportunity to invest for the longer term,” said Kiran Ganesh, a multiasset strategist atUBSGlobal Wealth Management. “Especially where the 10-year [Treasury] yields have gone, that still points to the default position for investors as long equities, because there are simply very few other options.”</p><p><blockquote>UBS全球财富管理公司多资产策略师基兰·加内什(Kiran Ganesh)表示：“当出现像昨天那样的抛售时，肯定会有一些投资者将其视为长期投资的机会。”“尤其是10年期[国债]收益率的走势，这仍然表明投资者的默认头寸是做多股票，因为其他选择很少。”</blockquote></p><p> In bond markets, the yield on the benchmark 10-year U.S. Treasury note edged up to 1.200%, after dropping to 1.181% Monday in thebiggest daily decline since March. Prices rise when yields fall. The WSJ Dollar Index hovered around its highest level since March, up another 0.1%.</p><p><blockquote>债券市场方面，基准10年期美国国债收益率小幅升至1.200%，周一跌至1.181%，创3月份以来最大单日跌幅。当收益率下降时，价格就会上涨。华尔街日报美元指数徘徊在3月份以来的最高水平附近，再涨0.1%。</blockquote></p><p> Oil prices also ticked upafter tumbling Mondayon fears that Covid-19 could curb energy demand again. Brent crude added 0.3%, after dropping 6.8% in its worst daily performance since March. U.S. benchmark West Texas Intermediate also rose 0.3%, after logging its biggest drop since September.</p><p><blockquote>由于担心Covid-19可能再次抑制能源需求，油价在周一暴跌后也有所上涨。布伦特原油上涨0.3%，此前下跌6.8%，创3月份以来最差单日表现。美国基准西德克萨斯中质原油也上涨0.3%，创下9月份以来的最大跌幅。</blockquote></p><p> “We sometimes forget that when we’ve had periods of very strong performance and low volatility, small bumps in the market do feel like they are more than they are,” said Shaniel Ramjee, a multiasset fund manager at Pictet Asset Management.</p><p><blockquote>百达资产管理公司(Pictet Asset Management)多资产基金经理沙尼尔·拉姆吉(Shaniel Ramjee)表示：“我们有时会忘记，当我们经历了表现非常强劲和波动性较低的时期时，市场上的小幅波动确实会让人感觉超出了实际情况。”</blockquote></p><p> Earnings season is under way, with tobacco giantPhilip Morris Internationaland insurance company Travelers Companies scheduled to report ahead of the opening bell.Netflix,Chipotle Mexican Grilland United Airlines are slated to post earnings after markets close.</p><p><blockquote>财报季即将到来，烟草巨头菲利普莫里斯国际公司和保险公司Travelers Companies计划在开盘前公布财报。Netflix、Chipotle Mexican Grilland和联合航空计划在收盘后公布财报。</blockquote></p><p> Cryptocurrencies extended their declines, with bitcoin dropping below $30,000 Tuesday for the first time in a month. It declined nearly 3% from its level at 5 p.m. ET the previous day to around $29,800.</p><p><blockquote>加密货币延续跌势，比特币周二一个月来首次跌破30,000美元。较下午5点的水平下跌近3%。美国东部时间前一天至29,800美元左右。</blockquote></p><p> Overseas, the pan-continental Stoxx Europe 600 rose 0.9%. Among European equities, UBS climbed 2.6% after postingbetter-than-expected earningsfor the second quarter, driven by strong client activity and buoyant markets. Mining giantBHP Grouprose 2% after reportingstrong quarterly operations.</p><p><blockquote>海外方面，泛大陆斯托克欧洲600指数涨0.9%。在欧洲股市中，在强劲的客户活动和活跃的市场推动下，瑞银集团公布了好于预期的第二季度盈利，股价上涨2.6%。矿业巨头必和必拓集团在报告强劲的季度运营后股价上涨2%。</blockquote></p><p> In Asia, most major benchmarks extended Monday’s declines. The Shanghai Composite Index lost another 0.1% and Hong Kong’s Hang Seng tumbled 0.8%.</p><p><blockquote>在亚洲，大多数主要基准指数延续了周一的跌势。上证综合指数又下跌0.1%，香港恒生指数下跌0.8%。</blockquote></p><p> A gauge of housing starts in the U.S. in June is set for release at 8:30 a.m. ET. Economists expect a rise, as prices for materials such as lumber eased amid a limited supply of houses on the market.</p><p><blockquote>美国6月份新屋开工数据定于美国东部时间上午8:30发布。经济学家预计价格会上涨，因为市场上房屋供应有限，木材等材料的价格有所下降。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-07-20-2021-11626768165\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-07-20-2021-11626768165","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149956232","content_text":"Dow futures, oil and bond yields rise, injecting some calm into markets.\n\nU.S. stock futures pointed to a rebound Tuesday, after major indexes tumbled Monday on concerns over the spread of Covid-19 variants and potential setbacks to the economic recovery.\nFutures tied to the Dow Jones Industrial Average rose 0.7%, suggesting a reversal for the blue-chip index that fell more than 700 points Monday in itsworst session since October. S&P 500 futures rose 0.5% and Nasdaq 100 futures climbed 0.5%, pointing to a turnaround for both the broad-market index and technology stocks.\nInvestors have grown concerned over the Delta coronavirus variant, prompting a reassessment of the economy’s prospects. Despite this, the three major stock indexes each closed only around 3% down from their all-time highs Monday, underscoring the strength of the rally that powered equity markets in the first half of the year.\n“When you get a selloff like we had yesterday, there are certainly going to be some investors who are going to see that as an opportunity to invest for the longer term,” said Kiran Ganesh, a multiasset strategist atUBSGlobal Wealth Management. “Especially where the 10-year [Treasury] yields have gone, that still points to the default position for investors as long equities, because there are simply very few other options.”\nIn bond markets, the yield on the benchmark 10-year U.S. Treasury note edged up to 1.200%, after dropping to 1.181% Monday in thebiggest daily decline since March. Prices rise when yields fall. The WSJ Dollar Index hovered around its highest level since March, up another 0.1%.\nOil prices also ticked upafter tumbling Mondayon fears that Covid-19 could curb energy demand again. Brent crude added 0.3%, after dropping 6.8% in its worst daily performance since March. U.S. benchmark West Texas Intermediate also rose 0.3%, after logging its biggest drop since September.\n“We sometimes forget that when we’ve had periods of very strong performance and low volatility, small bumps in the market do feel like they are more than they are,” said Shaniel Ramjee, a multiasset fund manager at Pictet Asset Management.\nEarnings season is under way, with tobacco giantPhilip Morris Internationaland insurance company Travelers Companies scheduled to report ahead of the opening bell.Netflix,Chipotle Mexican Grilland United Airlines are slated to post earnings after markets close.\nCryptocurrencies extended their declines, with bitcoin dropping below $30,000 Tuesday for the first time in a month. It declined nearly 3% from its level at 5 p.m. ET the previous day to around $29,800.\nOverseas, the pan-continental Stoxx Europe 600 rose 0.9%. Among European equities, UBS climbed 2.6% after postingbetter-than-expected earningsfor the second quarter, driven by strong client activity and buoyant markets. Mining giantBHP Grouprose 2% after reportingstrong quarterly operations.\nIn Asia, most major benchmarks extended Monday’s declines. The Shanghai Composite Index lost another 0.1% and Hong Kong’s Hang Seng tumbled 0.8%.\nA gauge of housing starts in the U.S. in June is set for release at 8:30 a.m. ET. Economists expect a rise, as prices for materials such as lumber eased amid a limited supply of houses on the market.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173416040,"gmtCreate":1626678909880,"gmtModify":1631890559090,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Can go in parellel with xpeng n tesla.&nbsp;[开心]&nbsp;","listText":"Can go in parellel with xpeng n tesla.&nbsp;[开心]&nbsp;","text":"Can go in parellel with xpeng n tesla. [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173416040","repostId":"1171640883","repostType":4,"isVote":1,"tweetType":1,"viewCount":1046,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":148626859,"gmtCreate":1625972923371,"gmtModify":1631890559097,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Lets see the reporting soon&nbsp;[呆住]&nbsp;","listText":"Lets see the reporting soon&nbsp;[呆住]&nbsp;","text":"Lets see the reporting soon [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148626859","repostId":"1176789091","repostType":4,"repost":{"id":"1176789091","kind":"news","pubTimestamp":1625966668,"share":"https://www.laohu8.com/m/news/1176789091?lang=zh_CN&edition=full","pubTime":"2021-07-11 09:24","market":"us","language":"en","title":"Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176789091","media":"TheStreet","summary":"The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.\nTh","content":"<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为，iPad可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>苹果专家继续预览库比蒂诺公司第三财季财报日。到目前为止，我们已经讨论了(1)华尔街对收入和盈利的预期，以及(2)iPhone本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天，我们将讨论苹果在2021年第三财年最成功的产品类别：iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020年的疫情让成功利用消费者行为转变（也称为“呆在家里”趋势）的科技公司成为赢家。这部分解释了为什么iPad收入在过去几个季度飙升：自去年第二财季以来增长了至少30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先，越来越明显的是，即使新冠肺炎危机即将结束，消费者也不会恢复旧的消费习惯。因此，我认为没有理由怀疑iPad的销量这次将再次令人印象深刻，尽管增长率将被2020年的强劲业绩部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示，自2017年左右以来，苹果已经能够重新点燃对其平板电脑的需求。即使在2019年，在疫情颠覆世界之前，iPad的销量也已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：iPad营收百万美元。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦率地说，平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步，使iPad等产品能够更好地取代个人电脑（更大的存储空间、更好的图形、更快的处理器速度）甚至智能手机（更广泛的屏幕尺寸、更好的摄像头、5G功能的引入）。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>举个例子，Research and Markets认为，到2023年，整个行业的平板电脑收入将继续以超过10%的复合年增长率增长。与2014年至2018年间iPad销量急剧下降的日子相比，这是一个很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后，苹果最近一个季度的表现可能甚至比平板电脑竞争对手还要好。首先，该公司有能力管理其供应链，这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>而且，苹果在4月份发布了搭载M1的新款iPad Pro。消费者最近更愿意为更好的移动设备付费，这对苹果的顶级平板电脑来说可能是个好兆头。事实上，iPad 6月份市场份额增长了两个百分点可以用这次产品发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新平板电脑的发布，整个iPad系列（除了不太相关的迷你版本）今天只有大约九个月的历史。凭借强大的产品组合，iPad很可能成为苹果第三财季财报日最耀眼的明星。</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>Could The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCould The iPad Be Apple’s Best Performer in Fiscal Q3?<blockquote>iPad会成为苹果第三财季表现最好的产品吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-07-11 09:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.</p><p><blockquote>这位苹果专家认为，iPad可能是苹果第三财季表现最好的产品。原因如下。</blockquote></p><p> The Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.</p><p><blockquote>苹果专家继续预览库比蒂诺公司第三财季财报日。到目前为止，我们已经讨论了(1)华尔街对收入和盈利的预期，以及(2)iPhone本季度的预期表现。</blockquote></p><p> Today, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.</p><p><blockquote>今天，我们将讨论苹果在2021年第三财年最成功的产品类别：iPad。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/544b629337019373222b755bf493104b\" tg-width=\"1200\" tg-height=\"630\"><span>Figure 1: The latest iPad Pro model.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1：最新的iPad Pro型号。</span></p></blockquote></p><p> The 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.</p><p><blockquote>2020年的疫情让成功利用消费者行为转变（也称为“呆在家里”趋势）的科技公司成为赢家。这部分解释了为什么iPad收入在过去几个季度飙升：自去年第二财季以来增长了至少30%。</blockquote></p><p> For starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.</p><p><blockquote>首先，越来越明显的是，即使新冠肺炎危机即将结束，消费者也不会恢复旧的消费习惯。因此，我认为没有理由怀疑iPad的销量这次将再次令人印象深刻，尽管增长率将被2020年的强劲业绩部分掩盖。</blockquote></p><p> But the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.</p><p><blockquote>但故事并没有随着疫情的影响而结束。下图显示，自2017年左右以来，苹果已经能够重新点燃对其平板电脑的需求。即使在2019年，在疫情颠覆世界之前，iPad的销量也已经以13%的可观速度增长。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b463e314374d0f90f3cedbd13430a0ae\" tg-width=\"631\" tg-height=\"377\"><span>Figure 2: iPad revenue in millions U.S dollars.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2：iPad营收百万美元。</span></p></blockquote></p><p> The rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).</p><p><blockquote>坦率地说，平板电脑业务的重生让我大吃一惊。这种现象可能归因于技术进步，使iPad等产品能够更好地取代个人电脑（更大的存储空间、更好的图形、更快的处理器速度）甚至智能手机（更广泛的屏幕尺寸、更好的摄像头、5G功能的引入）。</blockquote></p><p> Case in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.</p><p><blockquote>举个例子，Research and Markets认为，到2023年，整个行业的平板电脑收入将继续以超过10%的复合年增长率增长。与2014年至2018年间iPad销量急剧下降的日子相比，这是一个很大的进步。</blockquote></p><p> Lastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.</p><p><blockquote>最后，苹果最近一个季度的表现可能甚至比平板电脑竞争对手还要好。首先，该公司有能力管理其供应链，这在零部件短缺时期可能是一个优势。</blockquote></p><p> But also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.</p><p><blockquote>而且，苹果在4月份发布了搭载M1的新款iPad Pro。消费者最近更愿意为更好的移动设备付费，这对苹果的顶级平板电脑来说可能是个好兆头。事实上，iPad 6月份市场份额增长了两个百分点可以用这次产品发布来解释。</blockquote></p><p> With the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.</p><p><blockquote>随着最新平板电脑的发布，整个iPad系列（除了不太相关的迷你版本）今天只有大约九个月的历史。凭借强大的产品组合，iPad很可能成为苹果第三财季财报日最耀眼的明星。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3\">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":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/other-products/could-the-ipad-be-apples-best-performer-in-fiscal-q3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176789091","content_text":"The Apple Maven believes that the iPad could be Apple’s best performer in fiscal Q3. Here is why.\nThe Apple Maven continues its preview of the Cupertino company’s fiscal third quarter earnings day. So far, we have discussed (1)Wall Street’s expectationsfor revenues and earnings and (2) the expected performance of the iPhone in the quarter.\nToday, we address what could be Apple’s most successful product category in the third fiscal period of 2021: the iPad.\nFigure 1: The latest iPad Pro model.\nThe 2020 pandemic has made winners of tech companies that managed to capitalize on shifting consumer behavior – also known as the “stay at home” trends. This partially explains why iPad revenues have shot through the roof in the past several quarters: growth of at least 30% since fiscal Q2 last year.\nFor starters,it has become increasingly obviousthat consumers are not returning to old spending habits, even as the COVID-19 crisis gets closer to an end. Therefore, I see no reason to doubt that iPad sales will impress once again this time, although the growth rate will be partially eclipsed by tough 2020 comps.\nBut the story does not end with the effects of the pandemic. The chart below shows that, since around 2017, Apple has been able to reignite demand for its tablets. Even in 2019, before the pandemic turned the world upside down, iPad sales had already been growing at a respectable 13% pace.\nFigure 2: iPad revenue in millions U.S dollars.\nThe rebirth of the tablet business, I will be frank,caught me by surprise. The phenomenon can be probably attributed to technological advancements allowing products like the iPad to better replace personal computers (more storage, better graphics, fast processor speed) and even smartphones (wider range of screen sizes, better cameras, introduction of 5G capability).\nCase in point, Research and Marketsbelievesthat tablet revenues across the industry will continue to grow at a CAGR of over 10% through 2023. This is quite an improvement from the days that iPad sales were declining sharply, between 2014 and 2018.\nLastly, Apple may have performed even better than its tablet competitors in the most recent quarter. First, the company has provenmore capable of managing its supply chain, which could be a plus during times of component shortages.\nBut also, Applereleased its new M1-equipped iPad Pro in April. Consumers have been more willing to pay up for better mobile devices lately, which might bode well for Apple’s top-of-the-line tablet. In fact, the iPad’s two percentage pointgainin market share in June could be explained by this product launch.\nWith the most recent tablet release, the entire iPad lineup (except for the less relevant mini version) is only about nine months old today. On the back of a strong product portfolio, the iPad could very well be the brightest star on Apple’s fiscal third quarter earnings day.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154472425,"gmtCreate":1625542457167,"gmtModify":1631890559095,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Yes, software company are the winners eventually[开心]&nbsp;","listText":"Yes, software company are the winners eventually[开心]&nbsp;","text":"Yes, software company are the winners eventually[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154472425","repostId":"1191866145","repostType":4,"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":155300170,"gmtCreate":1625372369090,"gmtModify":1631890559099,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Everyday breaking new record high[开心]&nbsp;","listText":"Everyday breaking new record high[开心]&nbsp;","text":"Everyday breaking new record high[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/155300170","repostId":"1165340887","repostType":4,"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":156635354,"gmtCreate":1625216742678,"gmtModify":1631893665185,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Is a long term stock, so difficult to reliaze profit in short term.&nbsp;[呆住]&nbsp;","listText":"Is a long term stock, so difficult to reliaze profit in short term.&nbsp;[呆住]&nbsp;","text":"Is a long term stock, so difficult to reliaze profit in short term. [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156635354","repostId":"1115821085","repostType":4,"repost":{"id":"1115821085","kind":"news","pubTimestamp":1625214660,"share":"https://www.laohu8.com/m/news/1115821085?lang=zh_CN&edition=full","pubTime":"2021-07-02 16:31","market":"us","language":"en","title":"Palantir: Great Company, Risky Investment<blockquote>Palantir：伟大的公司，有风险的投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1115821085","media":"seekingalpha","summary":"Summary\n\nPalantir holds a unique place in the market and has a significant moat around this business","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir holds a unique place in the market and has a significant moat around this business.</li>  <li>Having said this, even under optimistic assumptions, Palantir looks overvalued.</li>  <li>Furthermore, Palantir faces a unique and hard to control set of challenges.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24b21fd364a3c58b289354c3e5b92fd0\" tg-width=\"768\" tg-height=\"512\"><span>Maria Marganingsih/iStock via Getty Images</span></p><p><blockquote><ul><li>Palantir在市场上占有独特的地位，并在该业务上拥有重要的护城河。</li><li>话虽如此，即使在乐观的假设下，Palantir看起来也被高估了。</li><li>此外，Palantir面临着一系列独特且难以控制的挑战。</li></ul><p class=\"t-img-caption\"><span>Maria Marganingsih/iStock来自Getty Images</span></p></blockquote></p><p> <b>Thesis Summary</b></p><p><blockquote><b>论文摘要</b></blockquote></p><p> Palantir Technologies Inc. (PLTR) is, by many accounts, an outstanding company. We believe that Palantir occupies a niche spot in the market, and has built a moat around its business thanks to its technology and workforce.</p><p><blockquote>许多人认为，Palantir Technologies Inc.(PLTR)是一家杰出的公司。我们相信Palantir在市场上占据了利基市场，并凭借其技术和劳动力围绕其业务建立了护城河。</blockquote></p><p> We have derived a valuation for Palantir using trend analysis and comparables, with a 2030 horizon, where we tackle mainly profitability and equity dilution. Although our target price for that year is nearly $42 per share, this only represents a 4.6% annual growth rate from the current price.</p><p><blockquote>我们使用趋势分析和可比数据得出了Palantir的估值，展望2030年，我们主要解决盈利能力和股权稀释问题。尽管我们当年的目标价接近每股42美元，但这仅代表当前价格4.6%的年增长率。</blockquote></p><p> Ultimately, though Palantir is a great business, the current price does not offer investors attractive returns.</p><p><blockquote>最终，尽管Palantir是一家伟大的企业，但目前的价格并不能为投资者提供有吸引力的回报。</blockquote></p><p> <b>What makes Palantir special?</b></p><p><blockquote><b>Palantir有什么特别之处？</b></blockquote></p><p> Palantir seems to be one of the most popular stocks to talk about in the last few months. The company, which has been around since 2003, but IPO'd only eight and a half months ago, is followed closely by both hawkish bears and delighted bulls. But why? What exactly makes Palantir so special?</p><p><blockquote>Palantir似乎是过去几个月最受欢迎的股票之一。该公司自2003年成立，但仅在八个半月前首次公开募股，受到鹰派空头和欣喜多头的密切关注。但是为什么呢？究竟是什么让Palantir如此特别？</blockquote></p><p> The bears would point out nothing, and while I do agree that, oftentimes, unwarranted hype is created around buzzwords like \"data\", I will argue here that Palantir is special. This is important because it puts Palantir in a great situation in terms of the competitive landscape and growth opportunities. However, it also creates a very particular set of \"risks\" and challenges for the company.</p><p><blockquote>看空者不会指出任何事情，虽然我确实同意，围绕“数据”等流行语经常进行毫无根据的炒作，但我在这里认为Palantir很特别。这很重要，因为它使Palantir在竞争格局和增长机会方面处于有利地位。然而，它也给公司带来了一系列非常特殊的“风险”和挑战。</blockquote></p><p> On the most superficial level, Palantir is a \"data analytics company\", which has found itself a nice spot on the list of government contractors, both domestic and abroad. This already makes the company more interesting than many others. There is nothing today growing faster than data, and at close second we could put government spending. However, this misses the point of what actually makes the company special, or, more specifically, what has allowed the company to gain so much favour with public institutions, and now private clients.</p><p><blockquote>从最表面的层面来看，Palantir是一家“数据分析公司”，它已经在国内外政府承包商名单上找到了一席之地。这已经使该公司比许多其他公司更有趣。如今，没有什么比数据增长得更快了，紧随其后的是政府支出。然而，这忽略了是什么让该公司真正与众不同，或者更具体地说，是什么让该公司获得了公共机构以及现在的私人客户的如此多的青睐。</blockquote></p><p> If we could put it into one sentence, we would say the following: Palantir walks a fine line between data analytics and consulting. Indeed, the company has some very powerful proprietary software, which we might as well call an AI, but it also has one of the most talented workforces in the world, with specific task forces being created to address the needs of each client/contract.</p><p><blockquote>如果我们可以用一句话来概括，我们会说：Palantir在数据分析和咨询之间徘徊。事实上，该公司拥有一些非常强大的专有软件，我们不妨将其看涨期权为人工智能，但它也拥有世界上最有才华的员工队伍之一，并创建了特定的工作组来满足每个客户/合同的需求。</blockquote></p><p> Think about it like a mix between McKinsey and International Business Machines (IBM). In practice, it's not enough to have a powerful computer that can find great insights. First, it has to be led in the right direction, and then those insights have to be implemented properly. And of course, once you implement new measures, these create a whole new set of variables and data, so you can rinse and repeat indefinitely.</p><p><blockquote>把它想象成麦肯锡和国际商业机器公司(IBM)的混合体。在实践中，仅仅拥有一台能够发现伟大见解的强大计算机是不够的。首先，它必须被引导到正确的方向，然后这些见解必须被正确地实施。当然，一旦你实施了新的措施，这些措施会创建一组全新的变量和数据，所以你可以无限期地冲洗和重复。</blockquote></p><p> This is what a lot of people miss about this company. Some think it just has great software, which it does, but its biggest asset, we would argue, is its \"business model\" which is powered by its workforce. Furthermore, many of those who do acknowledge the fact that Palantir relies heavily on using specialized employees to address their clients' needs point this out as a weakness rather than the great strength that it is. They would argue that Palantir has to spend a lot of money on employing people to help their clients use their product, which makes it less \"profitable\", but this is a very rudimentary understanding of the situation. It's true that it might not achieve such high margins as a traditional SaaS, but it definitely doesn't mean the company is unprofitable. Consulting firms, like McKinsey or Accenture plc (ACN), do just this, employ people to help out their clients, and they certainly don't seem to struggle to make a profit. Ultimately, a cost is justified as long as it brings sufficient value.</p><p><blockquote>这是很多人怀念这家公司的地方。有些人认为它只是拥有出色的软件，事实也的确如此，但我们认为，它最大的资产是由员工驱动的“商业模式”。此外，许多承认Palantir严重依赖使用专业员工来满足客户需求的人指出，这是一个弱点，而不是它的巨大优势。他们会争辩说，Palantir不得不花很多钱雇人来帮助他们的客户使用他们的产品，这使得它不那么“有利可图”，但这是对情况的非常初级的理解。诚然，它可能无法像传统SaaS那样实现如此高的利润率，但这绝对不意味着该公司无利可图。像麦肯锡或埃森哲公司（ACN）这样的咨询公司就是这样做的，雇佣人们来帮助他们的客户，而且他们似乎并不努力盈利。最终，只要成本带来足够的价值，它就是合理的。</blockquote></p><p> <b>Does Palantir have a \"moat\"?</b></p><p><blockquote><b>Palantir有“护城河”吗？</b></blockquote></p><p> But even if Palantir is special; does this matter? How does this set it apart from its competitors? In this regard, Palantir faces three different sets of competitors:</p><p><blockquote>但即使Palantir很特别；这有关系吗？这如何将其与竞争对手区分开来？在这方面，Palantir面临三组不同的竞争对手：</blockquote></p><p> Firstly, Palantir is competing with traditional consulting firms. Ultimately, this is what the company does, since it is working hand-in-hand with its clients to improve their operations. Consulting firms like Accenture and McKinsey do this to a certain degree, but at the moment, they lack the technical requirements and niche focus that Palantir has.</p><p><blockquote>首先，Palantir正在与传统咨询公司竞争。最终，这就是该公司所做的，因为它正在与客户携手改善他们的运营。埃森哲和麦肯锡等咨询公司在一定程度上做到了这一点，但目前，他们缺乏Palantir所具备的技术要求和利基重点。</blockquote></p><p></p><p> From a data analytics sector perspective, Palantir could be put into the same category as companies like IBM or SAP SE (SAP). These companies do indeed have the necessary resources to compete with Palantir in terms of services, but not on price. These companies have been around for too long and are way too big to be able to compete in price with Palantir. They simply cannot scale down efficiently enough.</p><p><blockquote>从数据分析行业的角度来看，Palantir可以与IBM或SAP SE(SAP)等公司归入同一类别。这些公司确实拥有在服务方面与Palantir竞争的必要资源，但不是在价格上。这些公司已经存在太久了，规模太大，无法在价格上与Palantir竞争。他们根本无法足够有效地缩小规模。</blockquote></p><p> Lastly, the company competes head-to-head with other defence contractors such as Booz Allen Hamilton Holding Corporation (BAH) and SAIC. The problem these firms have competing with Palantir is that they are not specialized enough within their offerings.</p><p><blockquote>最后，该公司与博思艾伦控股公司(BAH)和SAIC等其他国防承包商展开正面竞争。这些公司与Palantir竞争的问题是他们的产品不够专业化。</blockquote></p><p> To sum up, we would argue that Palantir's moat comes, firstly, from its business proposition. Palantir was created with a very clear idea behind it, which allowed it to be a niche company. This specialization also allows it to be more efficient, and offer clients more competitive prices.</p><p><blockquote>总而言之，我们认为Palantir的护城河首先来自于其商业主张。Palantir的创建背后有一个非常明确的想法，这使得它成为一家利基公司。这种专业化也使其更加高效，并为客户提供更具竞争力的价格。</blockquote></p><p> It is true that this business model can be copied. There is nothing stopping new companies from doing what Palantir is doing and there are some startups attempting to do this, such as&nbsp;Digital Reasoning, but bear in mind this company has only ever received $134 million in funding. What does set Palantir apart from its competitors and is something that they can't easily replicate is its workforce. Palantir spends a lot of money to find and keep the best talent in the industry. A big part of this is done through stock-based compensation, which is a hot topic&nbsp;I discussed here. In any case, Palantir has the advantage of being \"the place to be\" right now, within the industry. This popularity and recognition has increased even more since its IPO and is a key factor in attracting and retaining young talent. This talent is, ultimately, the company's biggest strength.</p><p><blockquote>诚然，这种商业模式是可以复制的。没有什么可以阻止新公司做Palantir正在做的事情，也有一些初创公司试图这样做，例如数字推理，但请记住，这家公司只获得了1.34亿美元的资金。Palantir与竞争对手的区别在于其员工队伍，这也是他们无法轻易复制的。Palantir花费大量资金寻找并留住业内最优秀的人才。其中很大一部分是通过基于股票的薪酬来完成的，这是我在这里讨论的一个热门话题。无论如何，Palantir具有目前行业内“最佳去处”的优势。自首次公开募股以来，这种受欢迎程度和认可度进一步提高，是吸引和留住年轻人才的关键因素。这种人才最终是公司最大的优势。</blockquote></p><p> <b>Addressable Market &amp; Growth Opportunities</b></p><p><blockquote><b>潜在市场和增长机会</b></blockquote></p><p> With that said, let's proceed towards analysing Palantir's TAM and Growth outlook.</p><p><blockquote>话虽如此，让我们继续分析Palantir的TAM和增长前景。</blockquote></p><p> In the sections above, we mentioned how Palantir is in a unique situation, because it is both a consulting firm and a data analytics firm, and it also has significant government contracts. Therefore, we could look at TAM from these three perspectives:</p><p><blockquote>在上面的章节中，我们提到了Palantir的独特处境，因为它既是一家咨询公司，也是一家数据分析公司，而且还拥有重要的政府合同。因此，我们可以从以下三个角度来看待TAM：</blockquote></p><p> Starting with consulting, this is perhaps the least exciting of the three areas where Palantir can grow. According to research, the \"Management Consulting Services\" industry will grow at a CAGR of 8% through 2025, which would put the industry at a size of $1201.06 billion. Granted, this is not impressive growth but it is a remarkable size. In this sense, Palantir could actually attack much of this market, which is now dominated by \"the big four\".</p><p><blockquote>从咨询开始，这可能是Palantir可以发展的三个领域中最不令人兴奋的。根据研究，到2025年，“管理咨询服务”行业将以8%的CAGR增长，这将使该行业的规模达到12010.6亿美元。诚然，这并不是令人印象深刻的增长，但它是一个非凡的规模。从这个意义上说，Palantir实际上可以攻击这个目前由“四大”主导的市场的大部分。</blockquote></p><p> From the point of view of data analytics, we have a market that, in this case, is growing very fast. According to Quince Market Insights, this segment will grow at a&nbsp;CAGR of 25% in the next 10 years. Furthermore, studies have also found that, currently, companies only analyze around&nbsp;12% of their data.This creates a massive opportunity for a company like Palantir to come in, and show these companies exactly how and why they need to analyze their data.</p><p><blockquote>从数据分析的角度来看，我们有一个增长非常快的市场。根据Quince Market Insights的数据，该细分市场在未来10年将以25%的CAGR增长。此外，研究还发现，目前，公司只分析了大约12%的数据。这为像Palantir这样的公司创造了巨大的机会，并向这些公司展示了他们需要如何以及为什么分析他们的数据。</blockquote></p><p> Lastly, since Palantir works closely with the government, it is only reasonable to believe that the more it spends, the more Palantir will make.The CBO projects&nbsp;average yearly deficits of $1.2 trillion from 2022 to 2030. This is in line with the current tendency of continued increase in public spending, but what is most encouraging is where this spending will take place:</p><p><blockquote>最后，由于Palantir与政府密切合作，因此有理由相信它花的越多，Palantir赚的就越多。CBO预计，从2022年到2030年，年均赤字为1.2万亿美元。这与目前公共开支持续增加的趋势是一致的，但最令人鼓舞的是，这项开支将会发生在何处：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8330575726862d333c1cfabc18987a50\" tg-width=\"1280\" tg-height=\"626\"><span>Source:CBO.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：CBO.gov</span></p></blockquote></p><p> By 2030, the biggest item on the Federal government's expense sheet will be Major Health Care Programs, which will be equivalent to 9% of GDP. Data from the NHE also suggest that by 2028 healthcare will be a&nbsp;$6.2 trillion business.Again, this is great news for Palantir, since data analytics within the healthcare industry is a high growth area. Palantir already has clients in this area, including the&nbsp;UK's National Health System[NHS].</p><p><blockquote>到2030年，联邦政府开支单上最大的项目将是主要的医疗保健项目，这将相当于GDP的9%。NHE的数据还表明，到2028年，医疗保健业务将达到6.2万亿美元。同样，这对Palantir来说是个好消息，因为医疗保健行业的数据分析是一个高增长领域。Palantir已经在该领域拥有客户，包括英国国家卫生系统[NHS]。</blockquote></p><p> All in all, Palantir has the benefit of working within a fast-growing sector, data, but with the ability of being able to deploy their technology and workforce to solve niche applications. Given that the data analytics industry is projected to grow at 25% and that Palantir has strong government connections, we believe the company could easily achieve analysts' goal of 30% CAGR over the next 5 years.</p><p><blockquote>总而言之，Palantir的优势在于在快速增长的数据领域工作，但也有能力部署他们的技术和劳动力来解决利基应用。鉴于数据分析行业预计将增长25%，并且Palantir拥有强大的政府关系，我们相信该公司可以轻松实现分析师未来5年复合年增长率30%的目标。</blockquote></p><p> <b>Profitability Analysis</b></p><p><blockquote><b>盈利能力分析</b></blockquote></p><p></p><p> Profitability is expected to grow as revenues reach higher levels. The question that any investor would like answered is not only if this is going to be the case, but by how much. Our aim here is to make a forecast of Palantir revenues and earnings until 2030 so that we can later make a sound valuation of the stock through earnings multiples. The method used here is a combination of trendline analysis of existing financials, performances by most comparable competitors, and estimates by analysts and the company itself.</p><p><blockquote>随着收入达到更高水平，盈利能力预计将增长。任何投资者想要回答的问题不仅是这种情况是否会发生，而且会发生多少。我们的目标是预测Palantir到2030年的收入和收益，以便我们以后可以通过市盈率对该股票进行合理的估值。这里使用的方法是对现有财务状况的趋势线分析、大多数可比竞争对手的表现以及分析师和公司本身的估计的结合。</blockquote></p><p> We have already talked about the addressable market and growth prospects, now it is time to quantify the expected revenue path for Palantir. Since companies rarely sustain such high growth rates in the long run, we find that a second order polynomial trendline is often the best method to calculate this. This type of equation delivers a flatter curve than an exponential trendline, which assumes a constant growth rate. For Palantir's quarterly revenue, it is also a very good fit as you can see below. You can see the trendline along the actual revenue recorded in the last nine quarters, and a projection until 2030 Q4.</p><p><blockquote>我们已经讨论了潜在市场和增长前景，现在是时候量化Palantir的预期收入路径了。由于公司很少长期保持如此高的增长率，我们发现二阶多项式趋势线通常是计算这一点的最佳方法。这种类型的方程提供了比指数趋势线更平坦的曲线，指数趋势线假设增长率恒定。对于Palantir的季度收入来说，它也非常适合，如下所示。您可以看到过去九个季度记录的实际收入的趋势线，以及到2030年第四季度的预测。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acada8ddc443d930e8cb4e3929b42015\" tg-width=\"515\" tg-height=\"341\"><span>Source: Author's work based on financial records. Revenue in $million. Quarters are numbered from 1 (Q1 2019) to 48 (Q4 2030)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者基于财务记录的工作。收入单位为百万美元。季度编号为1（2019年第一季度）至48（2030年第四季度）</span></p></blockquote></p><p> If you apply the function above you get a forecasted yearly revenue of 11.9 billion for 2030, including $3.1 billion in Q4 of that year. This is not far from the consensus estimate for 2030 you can find on Seeking Alpha, which is $12.42 billion. According to the latest earnings call, management expects to deliver 30%+ growth at least in the next four years. To put this into perspective, a CAGR of 30% until 2030 would give a revenue of $11.5 billion. Taking the three into account, we will keep our trendline estimate of 11.9, which lies between the other two figures.</p><p><blockquote>如果你应用上面的函数，你会得到2030年的预测年收入为119亿美元，其中包括当年第四季度的31亿美元。这与Seeking Alpha上对2030年的共识估计（124.2亿美元）相差不远。根据最新的收益看涨期权，管理层预计至少在未来四年内实现30%以上的增长。从这个角度来看，到2030年，30%的复合年增长率将带来115亿美元的收入。考虑到这三者，我们将保持趋势线估计值11.9，该值位于其他两个数字之间。</blockquote></p><p> Gross margins have been improving gradually according to GAAP figures over the last nine quarters, from nearly 68% in the first quarter of 2019 to over 78% in the latest quarter. Except for an unusually bad figure in Q3 2020, which has been taken out of the equation for a smoother analysis, the gross margin as a function of revenue shows a predictable path of improvement through a linear trend, as you can see in this chart.</p><p><blockquote>根据GAAP数据，过去九个季度的毛利率一直在逐步提高，从2019年第一季度的近68%提高到最近一个季度的78%以上。除了2020年第三季度异常糟糕的数据（为了更顺利的分析，该数据已从等式中删除）外，毛利率作为收入的函数通过线性趋势显示了可预测的改善路径，如您在此图表中看到的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9094dcdd5ddbc9df1499318bf694ad7a\" tg-width=\"481\" tg-height=\"289\"><span>Source: Author's work based on financial records. Items in $million</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者基于财务记录的工作。项目（百万美元）</span></p></blockquote></p><p> Data excludes a figure of (289,140) from Q3 2020.</p><p><blockquote>数据不包括2020年第三季度的数字（289,140）。</blockquote></p><p> The linear equation above, with a 0.9 slope, generates a forecast where the gross margin should tend towards 90% of revenue. Applying this formula to the forecasted revenue of $11.9 billion predicts a gross margin figure of $10.6 billion for 2030.</p><p><blockquote>上面的线性方程斜率为0.9，预测毛利率应趋向于收入的90%。将此公式应用于119亿美元的预测收入，预计2030年的毛利率为106亿美元。</blockquote></p><p> In order to transform gross margins into net income, so that we can make a valuation based on an earnings multiple, we will look at one of Palantir's comparables, discussed&nbsp;in a previous article, Cognizant (NASDAQ:CTSH). The reason for using Cognizant is that not only is the activity they carry out similar but it is also an example of a profitable pier with a fairly consistent earnings margin, and with debt and gross margin volumes comparable to the ones we are predicting for Palantir.</p><p><blockquote>为了将毛利率转化为净利润，以便我们可以根据市盈率进行估值，我们将研究Palantir的可比公司之一，如上一篇文章中所讨论的，Cognizant（纳斯达克股票代码：CTSH）。使用Cognizant的原因是，他们开展的活动不仅相似，而且它也是一个盈利码头的例子，利润率相当稳定，债务和毛利率与我们对Palantir的预测相当。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7effd28b7de277b78a107d14608164ff\" tg-width=\"481\" tg-height=\"289\"><span>Source: Author's work.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者作品。</span></p></blockquote></p><p> With gross margins stable at around 6 billion in recent years, CTSH has maintained a healthy level of net income, ranging from 22% to 35% of gross profits. To make a fair estimate, we will assume the average percentage through the 10-year period, which is 30.61% of gross profit. We will also assume that Palantir achieves that level in 2030, with a gradual increase of the percentage until then.</p><p><blockquote>近年来毛利率稳定在60亿左右，CTSH净利润保持在健康水平，占毛利润的22%至35%不等。为了做出公平的估计，我们将假设10年期间的平均百分比，即毛利的30.61%。我们还假设Palantir将在2030年达到这一水平，并在此之前逐步增加百分比。</blockquote></p><p> This completes our revenue and earnings estimates for Palantir in 2030, reaching 11.9 billion revenue, $10.6 billion gross margin, and $3.3 billion net income.</p><p><blockquote>这完成了我们对Palantir 2030年收入和盈利的预测，收入达到119亿美元，毛利率达到106亿美元，净利润达到33亿美元。</blockquote></p><p> <table>  <tbody>   <tr>    <td>Year</p><p><blockquote><table><tbody><tr><td>年</td></tr></tbody></table></blockquote></p><p></td>    <td>2021</p><p><blockquote><td>2021</td></blockquote></p><p></td>    <td>2022</p><p><blockquote><td>2022</td></blockquote></p><p></td>    <td>2023</p><p><blockquote><td>2023</td></blockquote></p><p></td>    <td>2024</p><p><blockquote><td>2024</td></blockquote></p><p></td>    <td>2025</p><p><blockquote><td>2025</td></blockquote></p><p></td>    <td>2026</p><p><blockquote><td>2026</td></blockquote></p><p></td>    <td>2027</p><p><blockquote><td>2027</td></blockquote></p><p></td>    <td>2028</p><p><blockquote><td>2028</td></blockquote></p><p></td>    <td>2029</p><p><blockquote><td>2029</td></blockquote></p><p></td>    <td>2030</p><p><blockquote><td>2030</td></blockquote></p><p></td>   </tr>   <tr>    <td>Reven.</p><p><blockquote><tr><td>雷文。</td></tr></blockquote></p><p></td>    <td>1,581</p><p><blockquote><td>1,581</td></blockquote></p><p></td>    <td>2,196</p><p><blockquote><td>2,196</td></blockquote></p><p></td>    <td>2,942</p><p><blockquote><td>2,942</td></blockquote></p><p></td>    <td>3,820</p><p><blockquote><td>3,820</td></blockquote></p><p></td>    <td>4,830</p><p><blockquote><td>4,830</td></blockquote></p><p></td>    <td>5,972</p><p><blockquote><td>5,972</td></blockquote></p><p></td>    <td>7,245</p><p><blockquote><td>7,245</td></blockquote></p><p></td>    <td>8,650</p><p><blockquote><td>8,650</td></blockquote></p><p></td>    <td>10,188</p><p><blockquote><td>10,188</td></blockquote></p><p></td>    <td>11,856</p><p><blockquote><td>11,856</td></blockquote></p><p></td>   </tr>   <tr>    <td>Gross Profit</p><p><blockquote><tr><td>毛利</td></tr></blockquote></p><p></td>    <td>1,382</p><p><blockquote><td>1,382</td></blockquote></p><p></td>    <td>1,936</p><p><blockquote><td>1,936</td></blockquote></p><p></td>    <td>2,608</p><p><blockquote><td>2,608</td></blockquote></p><p></td>    <td>3,399</p><p><blockquote><td>3,399</td></blockquote></p><p></td>    <td>4,309</p><p><blockquote><td>4,309</td></blockquote></p><p></td>    <td>5,338</p><p><blockquote><td>5,338</td></blockquote></p><p></td>    <td>6,485</p><p><blockquote><td>6,485</td></blockquote></p><p></td>    <td>7,751</p><p><blockquote><td>7,751</td></blockquote></p><p></td>    <td>9,136</p><p><blockquote><td>9,136</td></blockquote></p><p></td>    <td>10,639</p><p><blockquote><td>10,639</td></blockquote></p><p></p><p></td>   </tr>   <tr>    <td>Net Income</p><p><blockquote><tr><td>净收入</td></tr></blockquote></p><p></td>    <td>42</p><p><blockquote><td>42</td></blockquote></p><p></td>    <td>119</p><p><blockquote><td>119</td></blockquote></p><p></td>    <td>240</p><p><blockquote><td>240</td></blockquote></p><p></td>    <td>416</p><p><blockquote><td>416</td></blockquote></p><p></td>    <td>660</p><p><blockquote><td>660</td></blockquote></p><p></td>    <td>980</p><p><blockquote><td>980</td></blockquote></p><p></td>    <td>1,390</p><p><blockquote><td>1,390</td></blockquote></p><p></td>    <td>1,898</p><p><blockquote><td>1,898</td></blockquote></p><p></td>    <td>2,517</p><p><blockquote><td>2,517</td></blockquote></p><p></td>    <td>3,257</p><p><blockquote><td>3,257</td></blockquote></p><p></td>   </tr>  </tbody> </table> Source: Author's work. Items in $millions.</p><p><blockquote>来源：作者作品。百万美元的项目。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Having forecasted revenues and earnings, we are prepared to estimate a path for Palantir's stock price. In order to do this, we need to also look into financing through equity and how the dilution will affect share prices. We are going to continue using the 2030 horizon as the timeframe.</p><p><blockquote>预测收入和盈利后，我们准备估计Palantir股价的走势。为了做到这一点，我们还需要研究通过股权融资以及稀释将如何影响股价。我们将继续使用2030年作为时间框架。</blockquote></p><p> First, we will create an estimate for market capitalization based on the current sector median earnings multiple, and then we will make a forecast for the dilution. The current GAAP TTM Price/earnings ratio for the sector is 33.94. The assumption here is that as Palantir becomes profitable, its valuation should approach this multiple and be fairly valued for its earnings. Based on the earnings we forecasted and the 33.94 PE ratio, we get the following estimated market capitalizations:</p><p><blockquote>首先，我们将根据当前行业市盈率中位数对市值进行估计，然后对稀释进行预测。该行业目前的GAAP TTM市盈率为33.94。这里的假设是，随着Palantir实现盈利，其估值应接近该倍数，并且其盈利估值合理。根据我们预测的盈利和33.94的市盈率，我们得到以下估计市值：</blockquote></p><p> <table>  <tbody>   <tr>    <td>Year</p><p><blockquote><table><tbody><tr><td>年</td></tr></tbody></table></blockquote></p><p></td>    <td>2021</p><p><blockquote><td>2021</td></blockquote></p><p></td>    <td>2022</p><p><blockquote><td>2022</td></blockquote></p><p></td>    <td>2023</p><p><blockquote><td>2023</td></blockquote></p><p></td>    <td>2024</p><p><blockquote><td>2024</td></blockquote></p><p></td>    <td>2025</p><p><blockquote><td>2025</td></blockquote></p><p></td>    <td>2026</p><p><blockquote><td>2026</td></blockquote></p><p></td>    <td>2027</p><p><blockquote><td>2027</td></blockquote></p><p></td>    <td>2028</p><p><blockquote><td>2028</td></blockquote></p><p></td>    <td>2029</p><p><blockquote><td>2029</td></blockquote></p><p></td>    <td>2030</p><p><blockquote><td>2030</td></blockquote></p><p></td>   </tr>   <tr>    <td>Net Inc.</p><p><blockquote><tr><td>网络公司。</td></tr></blockquote></p><p></td>    <td>42</p><p><blockquote><td>42</td></blockquote></p><p></td>    <td>119</p><p><blockquote><td>119</td></blockquote></p><p></td>    <td>240</p><p><blockquote><td>240</td></blockquote></p><p></td>    <td>416</p><p><blockquote><td>416</td></blockquote></p><p></td>    <td>660</p><p><blockquote><td>660</td></blockquote></p><p></td>    <td>980</p><p><blockquote><td>980</td></blockquote></p><p></td>    <td>1,390</p><p><blockquote><td>1,390</td></blockquote></p><p></td>    <td>1,898</p><p><blockquote><td>1,898</td></blockquote></p><p></td>    <td>2,517</p><p><blockquote><td>2,517</td></blockquote></p><p></td>    <td>3,257</p><p><blockquote><td>3,257</td></blockquote></p><p></td>   </tr>   <tr>    <td>Mkt. Cap [PE]</p><p><blockquote><tr><td>市场。帽[PE]</td></tr></blockquote></p><p></td>    <td>1,436</p><p><blockquote><td>1,436</td></blockquote></p><p></td>    <td>4,023</p><p><blockquote><td>4,023</td></blockquote></p><p></td>    <td>8,129</p><p><blockquote><td>8,129</td></blockquote></p><p></td>    <td>14,126</p><p><blockquote><td>14,126</td></blockquote></p><p></td>    <td>22,384</p><p><blockquote><td>22,384</td></blockquote></p><p></td>    <td>33,272</p><p><blockquote><td>33,272</td></blockquote></p><p></td>    <td>47,160</p><p><blockquote><td>47,160</td></blockquote></p><p></td>    <td>64,420</p><p><blockquote><td>64,420</td></blockquote></p><p></td>    <td>85,421</p><p><blockquote><td>85,421</td></blockquote></p><p></td>    <td>110,532</p><p><blockquote><td>110,532</td></blockquote></p><p></td>   </tr>  </tbody> </table> Source: Author's work. Items in $millions.</p><p><blockquote>来源：作者作品。百万美元的项目。</blockquote></p><p> As you can see, the current market capitalization of slightly over $50 billion wouldn't be justified by earnings until after 2027, reaching a level of $111 billion by 2030. This represents a CAGR of just 8.57%, before we take dilution into account.</p><p><blockquote>正如您所看到的，目前略高于500亿美元的市值要到2027年之后才能被盈利证明是合理的，到2030年将达到1110亿美元的水平。在我们考虑稀释之前，这意味着复合年增长率仅为8.57%。</blockquote></p><p> In order to predict how the number of common shares is likely to evolve over these years, we have made a forecast of the book value based on revenue, assuming the balance sheet maintains a similar structure relative to the volume of operations. If we look at the last four quarters, we have a fairly consistent linear pattern of how book value has increased with quarterly revenue, as you can see below.</p><p><blockquote>为了预测这些年普通股数量可能如何演变，我们根据收入对账面价值进行了预测，假设资产负债表相对于业务量保持类似的结构。如果我们看看过去四个季度，我们会发现账面价值随季度收入增长的线性模式相当一致，如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9066505bd8b5fce4ebf0d4f538a4bafe\" tg-width=\"481\" tg-height=\"289\"><span>Source: Author's work based on financial records. Items in $million</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者基于财务记录的工作。项目（百万美元）</span></p></blockquote></p><p> Applying this equation, with a revenue of $3.1 billion in Q4 2030, as per our previous forecast, the book value should rise to $34.2 billion. If we take into account the current book value of 1.8 billion and the accumulated net income we have already forecasted for the whole period, which is $11.5 billion, we estimate that an additional $20.9 billion of funding through new equity will be required. At the current share price of $27.37, this would mean 739 million additional common shares by the end of 2030. Added to the current 1.8 billion outstanding, the total is 2.6 billion common shares. Applying the $111 billion market capitalization we have forecasted, the resulting target price for the end of 2030 is $41.87. You can see a summary of these figures below.</p><p><blockquote>应用这个等式，根据我们之前的预测，2030年第四季度的收入为31亿美元，账面价值应升至342亿美元。如果我们考虑到当前18亿美元的账面价值以及我们已经预测的整个期间的累计净利润115亿美元，我们估计将需要通过新股权额外筹集209亿美元的资金。按照目前27.37美元的股价计算，这意味着到2030年底将增加7.39亿股普通股。加上目前已发行的18亿股，普通股总数为26亿股。应用我们预测的1110亿美元市值，2030年底的目标价为41.87美元。您可以在下面看到这些数字的摘要。</blockquote></p><p> <table>  <tbody>   <tr>    <td>Concept</p><p><blockquote><table><tbody><tr><td>概念</td></tr></tbody></table></blockquote></p><p></td>    <td>Amount</p><p><blockquote><td>数量</td></blockquote></p><p></td>   </tr>   <tr>    <td>Revenue Q4 2030</p><p><blockquote><tr><td>2030年第四季度收入</td></tr></blockquote></p><p></td>    <td>3,128</p><p><blockquote><td>3,128</td></blockquote></p><p></td>   </tr>   <tr>    <td>Book Value Q4 2030</p><p><blockquote><tr><td>2030年第四季度账面价值</td></tr></blockquote></p><p></td>    <td>34,212</p><p><blockquote><td>34,212</td></blockquote></p><p></td>   </tr>   <tr>    <td>Book Value Q1 2021</p><p><blockquote><tr><td>2021年第一季度账面价值</td></tr></blockquote></p><p></td>    <td>1,806</p><p><blockquote><td>1,806</td></blockquote></p><p></td>   </tr>   <tr>    <td>Acc. Net Income Q2 2021-Q4 2030</p><p><blockquote><tr><td>Acc.2021年第二季度-2030年第四季度净利润</td></tr></blockquote></p><p></td>    <td>11,517</p><p><blockquote><td>11,517</td></blockquote></p><p></td>   </tr>   <tr>    <td>Financing from new equity</p><p><blockquote><tr><td>新增股权融资</td></tr></blockquote></p><p></td>    <td>20,889</p><p><blockquote><td>20,889</td></blockquote></p><p></td>   </tr>   <tr>    <td>Current Share Price</p><p><blockquote><tr><td>当前股价</td></tr></blockquote></p><p></td>    <td>$ 27.37</p><p><blockquote><td>$27.37</td></blockquote></p><p></td>   </tr>   <tr>    <td>New shares required</p><p><blockquote><tr><td>所需新股</td></tr></blockquote></p><p></td>    <td>763</p><p><blockquote><td>763</td></blockquote></p><p></td>   </tr>   <tr>    <td>Market cap 2030 Q4</p><p><blockquote><tr><td>2030年第四季度市值</td></tr></blockquote></p><p></td>    <td>110,532</p><p><blockquote><td>110,532</td></blockquote></p><p></td>   </tr>   <tr>    <td>Nº Shares 2030 Q4 (millions)</p><p><blockquote><tr><td>2030年第四季度股数（百万）</td></tr></blockquote></p><p></td>    <td>2,640</p><p><blockquote><td>2,640</td></blockquote></p><p></td>   </tr>   <tr>    <td>Target Price 2030 Q4</p><p><blockquote><tr><td>2030年第四季度目标价</td></tr></blockquote></p><p></td>    <td>$ 41.87</p><p><blockquote><td>$41.87</td></blockquote></p><p></td>   </tr>   <tr>    <td>CAGR</p><p><blockquote><tr><td>CAGR</td></tr></blockquote></p><p></td>    <td>4.58%</p><p><blockquote><td>4.58%</td></blockquote></p><p></td>   </tr>  </tbody> </table> Source: Author's work. Monetary items in $millions, except per share items, nº of shares in millions.</p><p><blockquote>来源：作者作品。货币项目以百万美元为单位，每股项目除外，股份数量以百万为单位。</blockquote></p><p> As you can see, the expected CAGR for Palantir's stock price as per our forecasted fair value at the end of 2030 is just 4.58%. If we were to require, say, a 10% return, which is more reasonable for a growth stock, the fair price today would be $16.93, 38% lower than the current price.</p><p><blockquote>如您所见，根据我们预测的2030年底公允价值，Palantir股价的预期复合年增长率仅为4.58%。如果我们要求10%的回报率（这对于成长型股票来说更合理），那么今天的公平价格将是16.93美元，比当前价格低38%。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p></p><p> Having said all this, we also have to mention some particular challenges that a company like Palantir faces. The most significant of these would relate to how the company has to manage its image in a world where privacy is becoming \"taboo\".</p><p><blockquote>说了这么多，我们还必须提到像Palantir这样的公司面临的一些特殊挑战。其中最重要的是，在一个隐私正成为“禁忌”的世界里，该公司必须如何管理自己的形象。</blockquote></p><p> Palantir is a company that, on many levels, has a lot of power, which can be both a blessing and a curse. The company has to be very careful with its data to avoid any events that could damage its reputation, which it needs in order to survive. Think, for example, Edward Snowden, who before becoming one of the most wanted men in the world was working for Booz Allen. What would happen if the next whistleblower came from within Palantir's ranks?</p><p><blockquote>Palantir是一家在很多层面上都拥有巨大权力的公司，这既可能是福也可能是祸。该公司必须非常小心地处理其数据，以避免任何可能损害其声誉的事件，而这是其生存所必需的。以爱德华·斯诺登为例，他在成为世界头号通缉犯之一之前曾在博思艾伦工作。如果下一个举报人来自Palantir内部会发生什么？</blockquote></p><p> On top of that, Palantir is also facing resistance from organizations abroad. For example, there is currently a campaign in the UK trying to stop Palantir fromworking with the NHS. It's understandable that some people may not want their medical data to be handled by a foreign company, even if it is from an allied country.</p><p><blockquote>除此之外，Palantir还面临着来自海外组织的阻力。例如，目前英国有一场运动试图阻止Palantir与NHS合作。可以理解的是，有些人可能不希望他们的医疗数据由外国公司处理，即使它来自盟国。</blockquote></p><p> Ultimately, these are very particular challenges that Palantir faces. Its growth could be hampered if people or even the government start to think the company is \"too powerful\". Furthermore, if anything happened to damage the company's reputation, Palantir could be finished overnight. Of course, this is why the company invests so heavily in its workforce. But will it be enough?</p><p><blockquote>最终，这些都是Palantir面临的非常特殊的挑战。如果人们甚至政府开始认为该公司“过于强大”，其增长可能会受到阻碍。此外，如果发生任何损害公司声誉的事情，Palantir可能会在一夜之间被终结。当然，这也是公司在员工方面投入如此之多的原因。但这就够了吗？</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> In conclusion, we believe Palantir is qualitatively a great company. They operate in a niche market with a lot of growth potential. On top of that, Palantir has one of the best technologies and workforces in the market right now, but this is not enough. Even with double-digit growth and assuming a steady path towards profitability, Palantir seems way too expensive today to provide investors with good returns. A great company doesn't always make a great investment, and we feel this is the case with Palantir.</p><p><blockquote>总之，我们相信Palantir在质量上是一家伟大的公司。他们在一个具有巨大增长潜力的利基市场运营。最重要的是，Palantir拥有目前市场上最好的技术和劳动力之一，但这还不够。即使Palantir实现了两位数的增长并稳步实现盈利，但如今的Palantir似乎过于昂贵，无法为投资者提供良好的回报。一家伟大的公司并不总是做出伟大的投资，我们认为Palantir就是这种情况。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Great Company, Risky Investment<blockquote>Palantir：伟大的公司，有风险的投资</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\">\nPalantir: Great Company, Risky Investment<blockquote>Palantir：伟大的公司，有风险的投资</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-07-02 16:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir holds a unique place in the market and has a significant moat around this business.</li>  <li>Having said this, even under optimistic assumptions, Palantir looks overvalued.</li>  <li>Furthermore, Palantir faces a unique and hard to control set of challenges.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24b21fd364a3c58b289354c3e5b92fd0\" tg-width=\"768\" tg-height=\"512\"><span>Maria Marganingsih/iStock via Getty Images</span></p><p><blockquote><ul><li>Palantir在市场上占有独特的地位，并在该业务上拥有重要的护城河。</li><li>话虽如此，即使在乐观的假设下，Palantir看起来也被高估了。</li><li>此外，Palantir面临着一系列独特且难以控制的挑战。</li></ul><p class=\"t-img-caption\"><span>Maria Marganingsih/iStock来自Getty Images</span></p></blockquote></p><p> <b>Thesis Summary</b></p><p><blockquote><b>论文摘要</b></blockquote></p><p> Palantir Technologies Inc. (PLTR) is, by many accounts, an outstanding company. We believe that Palantir occupies a niche spot in the market, and has built a moat around its business thanks to its technology and workforce.</p><p><blockquote>许多人认为，Palantir Technologies Inc.(PLTR)是一家杰出的公司。我们相信Palantir在市场上占据了利基市场，并凭借其技术和劳动力围绕其业务建立了护城河。</blockquote></p><p> We have derived a valuation for Palantir using trend analysis and comparables, with a 2030 horizon, where we tackle mainly profitability and equity dilution. Although our target price for that year is nearly $42 per share, this only represents a 4.6% annual growth rate from the current price.</p><p><blockquote>我们使用趋势分析和可比数据得出了Palantir的估值，展望2030年，我们主要解决盈利能力和股权稀释问题。尽管我们当年的目标价接近每股42美元，但这仅代表当前价格4.6%的年增长率。</blockquote></p><p> Ultimately, though Palantir is a great business, the current price does not offer investors attractive returns.</p><p><blockquote>最终，尽管Palantir是一家伟大的企业，但目前的价格并不能为投资者提供有吸引力的回报。</blockquote></p><p> <b>What makes Palantir special?</b></p><p><blockquote><b>Palantir有什么特别之处？</b></blockquote></p><p> Palantir seems to be one of the most popular stocks to talk about in the last few months. The company, which has been around since 2003, but IPO'd only eight and a half months ago, is followed closely by both hawkish bears and delighted bulls. But why? What exactly makes Palantir so special?</p><p><blockquote>Palantir似乎是过去几个月最受欢迎的股票之一。该公司自2003年成立，但仅在八个半月前首次公开募股，受到鹰派空头和欣喜多头的密切关注。但是为什么呢？究竟是什么让Palantir如此特别？</blockquote></p><p> The bears would point out nothing, and while I do agree that, oftentimes, unwarranted hype is created around buzzwords like \"data\", I will argue here that Palantir is special. This is important because it puts Palantir in a great situation in terms of the competitive landscape and growth opportunities. However, it also creates a very particular set of \"risks\" and challenges for the company.</p><p><blockquote>看空者不会指出任何事情，虽然我确实同意，围绕“数据”等流行语经常进行毫无根据的炒作，但我在这里认为Palantir很特别。这很重要，因为它使Palantir在竞争格局和增长机会方面处于有利地位。然而，它也给公司带来了一系列非常特殊的“风险”和挑战。</blockquote></p><p> On the most superficial level, Palantir is a \"data analytics company\", which has found itself a nice spot on the list of government contractors, both domestic and abroad. This already makes the company more interesting than many others. There is nothing today growing faster than data, and at close second we could put government spending. However, this misses the point of what actually makes the company special, or, more specifically, what has allowed the company to gain so much favour with public institutions, and now private clients.</p><p><blockquote>从最表面的层面来看，Palantir是一家“数据分析公司”，它已经在国内外政府承包商名单上找到了一席之地。这已经使该公司比许多其他公司更有趣。如今，没有什么比数据增长得更快了，紧随其后的是政府支出。然而，这忽略了是什么让该公司真正与众不同，或者更具体地说，是什么让该公司获得了公共机构以及现在的私人客户的如此多的青睐。</blockquote></p><p> If we could put it into one sentence, we would say the following: Palantir walks a fine line between data analytics and consulting. Indeed, the company has some very powerful proprietary software, which we might as well call an AI, but it also has one of the most talented workforces in the world, with specific task forces being created to address the needs of each client/contract.</p><p><blockquote>如果我们可以用一句话来概括，我们会说：Palantir在数据分析和咨询之间徘徊。事实上，该公司拥有一些非常强大的专有软件，我们不妨将其看涨期权为人工智能，但它也拥有世界上最有才华的员工队伍之一，并创建了特定的工作组来满足每个客户/合同的需求。</blockquote></p><p> Think about it like a mix between McKinsey and International Business Machines (IBM). In practice, it's not enough to have a powerful computer that can find great insights. First, it has to be led in the right direction, and then those insights have to be implemented properly. And of course, once you implement new measures, these create a whole new set of variables and data, so you can rinse and repeat indefinitely.</p><p><blockquote>把它想象成麦肯锡和国际商业机器公司(IBM)的混合体。在实践中，仅仅拥有一台能够发现伟大见解的强大计算机是不够的。首先，它必须被引导到正确的方向，然后这些见解必须被正确地实施。当然，一旦你实施了新的措施，这些措施会创建一组全新的变量和数据，所以你可以无限期地冲洗和重复。</blockquote></p><p> This is what a lot of people miss about this company. Some think it just has great software, which it does, but its biggest asset, we would argue, is its \"business model\" which is powered by its workforce. Furthermore, many of those who do acknowledge the fact that Palantir relies heavily on using specialized employees to address their clients' needs point this out as a weakness rather than the great strength that it is. They would argue that Palantir has to spend a lot of money on employing people to help their clients use their product, which makes it less \"profitable\", but this is a very rudimentary understanding of the situation. It's true that it might not achieve such high margins as a traditional SaaS, but it definitely doesn't mean the company is unprofitable. Consulting firms, like McKinsey or Accenture plc (ACN), do just this, employ people to help out their clients, and they certainly don't seem to struggle to make a profit. Ultimately, a cost is justified as long as it brings sufficient value.</p><p><blockquote>这是很多人怀念这家公司的地方。有些人认为它只是拥有出色的软件，事实也的确如此，但我们认为，它最大的资产是由员工驱动的“商业模式”。此外，许多承认Palantir严重依赖使用专业员工来满足客户需求的人指出，这是一个弱点，而不是它的巨大优势。他们会争辩说，Palantir不得不花很多钱雇人来帮助他们的客户使用他们的产品，这使得它不那么“有利可图”，但这是对情况的非常初级的理解。诚然，它可能无法像传统SaaS那样实现如此高的利润率，但这绝对不意味着该公司无利可图。像麦肯锡或埃森哲公司（ACN）这样的咨询公司就是这样做的，雇佣人们来帮助他们的客户，而且他们似乎并不努力盈利。最终，只要成本带来足够的价值，它就是合理的。</blockquote></p><p> <b>Does Palantir have a \"moat\"?</b></p><p><blockquote><b>Palantir有“护城河”吗？</b></blockquote></p><p> But even if Palantir is special; does this matter? How does this set it apart from its competitors? In this regard, Palantir faces three different sets of competitors:</p><p><blockquote>但即使Palantir很特别；这有关系吗？这如何将其与竞争对手区分开来？在这方面，Palantir面临三组不同的竞争对手：</blockquote></p><p> Firstly, Palantir is competing with traditional consulting firms. Ultimately, this is what the company does, since it is working hand-in-hand with its clients to improve their operations. Consulting firms like Accenture and McKinsey do this to a certain degree, but at the moment, they lack the technical requirements and niche focus that Palantir has.</p><p><blockquote>首先，Palantir正在与传统咨询公司竞争。最终，这就是该公司所做的，因为它正在与客户携手改善他们的运营。埃森哲和麦肯锡等咨询公司在一定程度上做到了这一点，但目前，他们缺乏Palantir所具备的技术要求和利基重点。</blockquote></p><p></p><p> From a data analytics sector perspective, Palantir could be put into the same category as companies like IBM or SAP SE (SAP). These companies do indeed have the necessary resources to compete with Palantir in terms of services, but not on price. These companies have been around for too long and are way too big to be able to compete in price with Palantir. They simply cannot scale down efficiently enough.</p><p><blockquote>从数据分析行业的角度来看，Palantir可以与IBM或SAP SE(SAP)等公司归入同一类别。这些公司确实拥有在服务方面与Palantir竞争的必要资源，但不是在价格上。这些公司已经存在太久了，规模太大，无法在价格上与Palantir竞争。他们根本无法足够有效地缩小规模。</blockquote></p><p> Lastly, the company competes head-to-head with other defence contractors such as Booz Allen Hamilton Holding Corporation (BAH) and SAIC. The problem these firms have competing with Palantir is that they are not specialized enough within their offerings.</p><p><blockquote>最后，该公司与博思艾伦控股公司(BAH)和SAIC等其他国防承包商展开正面竞争。这些公司与Palantir竞争的问题是他们的产品不够专业化。</blockquote></p><p> To sum up, we would argue that Palantir's moat comes, firstly, from its business proposition. Palantir was created with a very clear idea behind it, which allowed it to be a niche company. This specialization also allows it to be more efficient, and offer clients more competitive prices.</p><p><blockquote>总而言之，我们认为Palantir的护城河首先来自于其商业主张。Palantir的创建背后有一个非常明确的想法，这使得它成为一家利基公司。这种专业化也使其更加高效，并为客户提供更具竞争力的价格。</blockquote></p><p> It is true that this business model can be copied. There is nothing stopping new companies from doing what Palantir is doing and there are some startups attempting to do this, such as&nbsp;Digital Reasoning, but bear in mind this company has only ever received $134 million in funding. What does set Palantir apart from its competitors and is something that they can't easily replicate is its workforce. Palantir spends a lot of money to find and keep the best talent in the industry. A big part of this is done through stock-based compensation, which is a hot topic&nbsp;I discussed here. In any case, Palantir has the advantage of being \"the place to be\" right now, within the industry. This popularity and recognition has increased even more since its IPO and is a key factor in attracting and retaining young talent. This talent is, ultimately, the company's biggest strength.</p><p><blockquote>诚然，这种商业模式是可以复制的。没有什么可以阻止新公司做Palantir正在做的事情，也有一些初创公司试图这样做，例如数字推理，但请记住，这家公司只获得了1.34亿美元的资金。Palantir与竞争对手的区别在于其员工队伍，这也是他们无法轻易复制的。Palantir花费大量资金寻找并留住业内最优秀的人才。其中很大一部分是通过基于股票的薪酬来完成的，这是我在这里讨论的一个热门话题。无论如何，Palantir具有目前行业内“最佳去处”的优势。自首次公开募股以来，这种受欢迎程度和认可度进一步提高，是吸引和留住年轻人才的关键因素。这种人才最终是公司最大的优势。</blockquote></p><p> <b>Addressable Market &amp; Growth Opportunities</b></p><p><blockquote><b>潜在市场和增长机会</b></blockquote></p><p> With that said, let's proceed towards analysing Palantir's TAM and Growth outlook.</p><p><blockquote>话虽如此，让我们继续分析Palantir的TAM和增长前景。</blockquote></p><p> In the sections above, we mentioned how Palantir is in a unique situation, because it is both a consulting firm and a data analytics firm, and it also has significant government contracts. Therefore, we could look at TAM from these three perspectives:</p><p><blockquote>在上面的章节中，我们提到了Palantir的独特处境，因为它既是一家咨询公司，也是一家数据分析公司，而且还拥有重要的政府合同。因此，我们可以从以下三个角度来看待TAM：</blockquote></p><p> Starting with consulting, this is perhaps the least exciting of the three areas where Palantir can grow. According to research, the \"Management Consulting Services\" industry will grow at a CAGR of 8% through 2025, which would put the industry at a size of $1201.06 billion. Granted, this is not impressive growth but it is a remarkable size. In this sense, Palantir could actually attack much of this market, which is now dominated by \"the big four\".</p><p><blockquote>从咨询开始，这可能是Palantir可以发展的三个领域中最不令人兴奋的。根据研究，到2025年，“管理咨询服务”行业将以8%的CAGR增长，这将使该行业的规模达到12010.6亿美元。诚然，这并不是令人印象深刻的增长，但它是一个非凡的规模。从这个意义上说，Palantir实际上可以攻击这个目前由“四大”主导的市场的大部分。</blockquote></p><p> From the point of view of data analytics, we have a market that, in this case, is growing very fast. According to Quince Market Insights, this segment will grow at a&nbsp;CAGR of 25% in the next 10 years. Furthermore, studies have also found that, currently, companies only analyze around&nbsp;12% of their data.This creates a massive opportunity for a company like Palantir to come in, and show these companies exactly how and why they need to analyze their data.</p><p><blockquote>从数据分析的角度来看，我们有一个增长非常快的市场。根据Quince Market Insights的数据，该细分市场在未来10年将以25%的CAGR增长。此外，研究还发现，目前，公司只分析了大约12%的数据。这为像Palantir这样的公司创造了巨大的机会，并向这些公司展示了他们需要如何以及为什么分析他们的数据。</blockquote></p><p> Lastly, since Palantir works closely with the government, it is only reasonable to believe that the more it spends, the more Palantir will make.The CBO projects&nbsp;average yearly deficits of $1.2 trillion from 2022 to 2030. This is in line with the current tendency of continued increase in public spending, but what is most encouraging is where this spending will take place:</p><p><blockquote>最后，由于Palantir与政府密切合作，因此有理由相信它花的越多，Palantir赚的就越多。CBO预计，从2022年到2030年，年均赤字为1.2万亿美元。这与目前公共开支持续增加的趋势是一致的，但最令人鼓舞的是，这项开支将会发生在何处：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8330575726862d333c1cfabc18987a50\" tg-width=\"1280\" tg-height=\"626\"><span>Source:CBO.gov</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：CBO.gov</span></p></blockquote></p><p> By 2030, the biggest item on the Federal government's expense sheet will be Major Health Care Programs, which will be equivalent to 9% of GDP. Data from the NHE also suggest that by 2028 healthcare will be a&nbsp;$6.2 trillion business.Again, this is great news for Palantir, since data analytics within the healthcare industry is a high growth area. Palantir already has clients in this area, including the&nbsp;UK's National Health System[NHS].</p><p><blockquote>到2030年，联邦政府开支单上最大的项目将是主要的医疗保健项目，这将相当于GDP的9%。NHE的数据还表明，到2028年，医疗保健业务将达到6.2万亿美元。同样，这对Palantir来说是个好消息，因为医疗保健行业的数据分析是一个高增长领域。Palantir已经在该领域拥有客户，包括英国国家卫生系统[NHS]。</blockquote></p><p> All in all, Palantir has the benefit of working within a fast-growing sector, data, but with the ability of being able to deploy their technology and workforce to solve niche applications. Given that the data analytics industry is projected to grow at 25% and that Palantir has strong government connections, we believe the company could easily achieve analysts' goal of 30% CAGR over the next 5 years.</p><p><blockquote>总而言之，Palantir的优势在于在快速增长的数据领域工作，但也有能力部署他们的技术和劳动力来解决利基应用。鉴于数据分析行业预计将增长25%，并且Palantir拥有强大的政府关系，我们相信该公司可以轻松实现分析师未来5年复合年增长率30%的目标。</blockquote></p><p> <b>Profitability Analysis</b></p><p><blockquote><b>盈利能力分析</b></blockquote></p><p></p><p> Profitability is expected to grow as revenues reach higher levels. The question that any investor would like answered is not only if this is going to be the case, but by how much. Our aim here is to make a forecast of Palantir revenues and earnings until 2030 so that we can later make a sound valuation of the stock through earnings multiples. The method used here is a combination of trendline analysis of existing financials, performances by most comparable competitors, and estimates by analysts and the company itself.</p><p><blockquote>随着收入达到更高水平，盈利能力预计将增长。任何投资者想要回答的问题不仅是这种情况是否会发生，而且会发生多少。我们的目标是预测Palantir到2030年的收入和收益，以便我们以后可以通过市盈率对该股票进行合理的估值。这里使用的方法是对现有财务状况的趋势线分析、大多数可比竞争对手的表现以及分析师和公司本身的估计的结合。</blockquote></p><p> We have already talked about the addressable market and growth prospects, now it is time to quantify the expected revenue path for Palantir. Since companies rarely sustain such high growth rates in the long run, we find that a second order polynomial trendline is often the best method to calculate this. This type of equation delivers a flatter curve than an exponential trendline, which assumes a constant growth rate. For Palantir's quarterly revenue, it is also a very good fit as you can see below. You can see the trendline along the actual revenue recorded in the last nine quarters, and a projection until 2030 Q4.</p><p><blockquote>我们已经讨论了潜在市场和增长前景，现在是时候量化Palantir的预期收入路径了。由于公司很少长期保持如此高的增长率，我们发现二阶多项式趋势线通常是计算这一点的最佳方法。这种类型的方程提供了比指数趋势线更平坦的曲线，指数趋势线假设增长率恒定。对于Palantir的季度收入来说，它也非常适合，如下所示。您可以看到过去九个季度记录的实际收入的趋势线，以及到2030年第四季度的预测。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acada8ddc443d930e8cb4e3929b42015\" tg-width=\"515\" tg-height=\"341\"><span>Source: Author's work based on financial records. Revenue in $million. Quarters are numbered from 1 (Q1 2019) to 48 (Q4 2030)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者基于财务记录的工作。收入单位为百万美元。季度编号为1（2019年第一季度）至48（2030年第四季度）</span></p></blockquote></p><p> If you apply the function above you get a forecasted yearly revenue of 11.9 billion for 2030, including $3.1 billion in Q4 of that year. This is not far from the consensus estimate for 2030 you can find on Seeking Alpha, which is $12.42 billion. According to the latest earnings call, management expects to deliver 30%+ growth at least in the next four years. To put this into perspective, a CAGR of 30% until 2030 would give a revenue of $11.5 billion. Taking the three into account, we will keep our trendline estimate of 11.9, which lies between the other two figures.</p><p><blockquote>如果你应用上面的函数，你会得到2030年的预测年收入为119亿美元，其中包括当年第四季度的31亿美元。这与Seeking Alpha上对2030年的共识估计（124.2亿美元）相差不远。根据最新的收益看涨期权，管理层预计至少在未来四年内实现30%以上的增长。从这个角度来看，到2030年，30%的复合年增长率将带来115亿美元的收入。考虑到这三者，我们将保持趋势线估计值11.9，该值位于其他两个数字之间。</blockquote></p><p> Gross margins have been improving gradually according to GAAP figures over the last nine quarters, from nearly 68% in the first quarter of 2019 to over 78% in the latest quarter. Except for an unusually bad figure in Q3 2020, which has been taken out of the equation for a smoother analysis, the gross margin as a function of revenue shows a predictable path of improvement through a linear trend, as you can see in this chart.</p><p><blockquote>根据GAAP数据，过去九个季度的毛利率一直在逐步提高，从2019年第一季度的近68%提高到最近一个季度的78%以上。除了2020年第三季度异常糟糕的数据（为了更顺利的分析，该数据已从等式中删除）外，毛利率作为收入的函数通过线性趋势显示了可预测的改善路径，如您在此图表中看到的。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9094dcdd5ddbc9df1499318bf694ad7a\" tg-width=\"481\" tg-height=\"289\"><span>Source: Author's work based on financial records. Items in $million</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者基于财务记录的工作。项目（百万美元）</span></p></blockquote></p><p> Data excludes a figure of (289,140) from Q3 2020.</p><p><blockquote>数据不包括2020年第三季度的数字（289,140）。</blockquote></p><p> The linear equation above, with a 0.9 slope, generates a forecast where the gross margin should tend towards 90% of revenue. Applying this formula to the forecasted revenue of $11.9 billion predicts a gross margin figure of $10.6 billion for 2030.</p><p><blockquote>上面的线性方程斜率为0.9，预测毛利率应趋向于收入的90%。将此公式应用于119亿美元的预测收入，预计2030年的毛利率为106亿美元。</blockquote></p><p> In order to transform gross margins into net income, so that we can make a valuation based on an earnings multiple, we will look at one of Palantir's comparables, discussed&nbsp;in a previous article, Cognizant (NASDAQ:CTSH). The reason for using Cognizant is that not only is the activity they carry out similar but it is also an example of a profitable pier with a fairly consistent earnings margin, and with debt and gross margin volumes comparable to the ones we are predicting for Palantir.</p><p><blockquote>为了将毛利率转化为净利润，以便我们可以根据市盈率进行估值，我们将研究Palantir的可比公司之一，如上一篇文章中所讨论的，Cognizant（纳斯达克股票代码：CTSH）。使用Cognizant的原因是，他们开展的活动不仅相似，而且它也是一个盈利码头的例子，利润率相当稳定，债务和毛利率与我们对Palantir的预测相当。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7effd28b7de277b78a107d14608164ff\" tg-width=\"481\" tg-height=\"289\"><span>Source: Author's work.</span></p><p><blockquote><p class=\"t-img-caption\"><span>来源：作者作品。</span></p></blockquote></p><p> With gross margins stable at around 6 billion in recent years, CTSH has maintained a healthy level of net income, ranging from 22% to 35% of gross profits. To make a fair estimate, we will assume the average percentage through the 10-year period, which is 30.61% of gross profit. We will also assume that Palantir achieves that level in 2030, with a gradual increase of the percentage until then.</p><p><blockquote>近年来毛利率稳定在60亿左右，CTSH净利润保持在健康水平，占毛利润的22%至35%不等。为了做出公平的估计，我们将假设10年期间的平均百分比，即毛利的30.61%。我们还假设Palantir将在2030年达到这一水平，并在此之前逐步增加百分比。</blockquote></p><p> This completes our revenue and earnings estimates for Palantir in 2030, reaching 11.9 billion revenue, $10.6 billion gross margin, and $3.3 billion net income.</p><p><blockquote>这完成了我们对Palantir 2030年收入和盈利的预测，收入达到119亿美元，毛利率达到106亿美元，净利润达到33亿美元。</blockquote></p><p> <table>  <tbody>   <tr>    <td>Year</p><p><blockquote><table><tbody><tr><td>年</td></tr></tbody></table></blockquote></p><p></td>    <td>2021</p><p><blockquote><td>2021</td></blockquote></p><p></td>    <td>2022</p><p><blockquote><td>2022</td></blockquote></p><p></td>    <td>2023</p><p><blockquote><td>2023</td></blockquote></p><p></td>    <td>2024</p><p><blockquote><td>2024</td></blockquote></p><p></td>    <td>2025</p><p><blockquote><td>2025</td></blockquote></p><p></td>    <td>2026</p><p><blockquote><td>2026</td></blockquote></p><p></td>    <td>2027</p><p><blockquote><td>2027</td></blockquote></p><p></td>    <td>2028</p><p><blockquote><td>2028</td></blockquote></p><p></td>    <td>2029</p><p><blockquote><td>2029</td></blockquote></p><p></td>    <td>2030</p><p><blockquote><td>2030</td></blockquote></p><p></td>   </tr>   <tr>    <td>Reven.</p><p><blockquote><tr><td>雷文。</td></tr></blockquote></p><p></td>    <td>1,581</p><p><blockquote><td>1,581</td></blockquote></p><p></td>    <td>2,196</p><p><blockquote><td>2,196</td></blockquote></p><p></td>    <td>2,942</p><p><blockquote><td>2,942</td></blockquote></p><p></td>    <td>3,820</p><p><blockquote><td>3,820</td></blockquote></p><p></td>    <td>4,830</p><p><blockquote><td>4,830</td></blockquote></p><p></td>    <td>5,972</p><p><blockquote><td>5,972</td></blockquote></p><p></td>    <td>7,245</p><p><blockquote><td>7,245</td></blockquote></p><p></td>    <td>8,650</p><p><blockquote><td>8,650</td></blockquote></p><p></td>    <td>10,188</p><p><blockquote><td>10,188</td></blockquote></p><p></td>    <td>11,856</p><p><blockquote><td>11,856</td></blockquote></p><p></td>   </tr>   <tr>    <td>Gross Profit</p><p><blockquote><tr><td>毛利</td></tr></blockquote></p><p></td>    <td>1,382</p><p><blockquote><td>1,382</td></blockquote></p><p></td>    <td>1,936</p><p><blockquote><td>1,936</td></blockquote></p><p></td>    <td>2,608</p><p><blockquote><td>2,608</td></blockquote></p><p></td>    <td>3,399</p><p><blockquote><td>3,399</td></blockquote></p><p></td>    <td>4,309</p><p><blockquote><td>4,309</td></blockquote></p><p></td>    <td>5,338</p><p><blockquote><td>5,338</td></blockquote></p><p></td>    <td>6,485</p><p><blockquote><td>6,485</td></blockquote></p><p></td>    <td>7,751</p><p><blockquote><td>7,751</td></blockquote></p><p></td>    <td>9,136</p><p><blockquote><td>9,136</td></blockquote></p><p></td>    <td>10,639</p><p><blockquote><td>10,639</td></blockquote></p><p></p><p></td>   </tr>   <tr>    <td>Net Income</p><p><blockquote><tr><td>净收入</td></tr></blockquote></p><p></td>    <td>42</p><p><blockquote><td>42</td></blockquote></p><p></td>    <td>119</p><p><blockquote><td>119</td></blockquote></p><p></td>    <td>240</p><p><blockquote><td>240</td></blockquote></p><p></td>    <td>416</p><p><blockquote><td>416</td></blockquote></p><p></td>    <td>660</p><p><blockquote><td>660</td></blockquote></p><p></td>    <td>980</p><p><blockquote><td>980</td></blockquote></p><p></td>    <td>1,390</p><p><blockquote><td>1,390</td></blockquote></p><p></td>    <td>1,898</p><p><blockquote><td>1,898</td></blockquote></p><p></td>    <td>2,517</p><p><blockquote><td>2,517</td></blockquote></p><p></td>    <td>3,257</p><p><blockquote><td>3,257</td></blockquote></p><p></td>   </tr>  </tbody> </table> Source: Author's work. Items in $millions.</p><p><blockquote>来源：作者作品。百万美元的项目。</blockquote></p><p> <b>Valuation</b></p><p><blockquote><b>估值</b></blockquote></p><p> Having forecasted revenues and earnings, we are prepared to estimate a path for Palantir's stock price. In order to do this, we need to also look into financing through equity and how the dilution will affect share prices. We are going to continue using the 2030 horizon as the timeframe.</p><p><blockquote>预测收入和盈利后，我们准备估计Palantir股价的走势。为了做到这一点，我们还需要研究通过股权融资以及稀释将如何影响股价。我们将继续使用2030年作为时间框架。</blockquote></p><p> First, we will create an estimate for market capitalization based on the current sector median earnings multiple, and then we will make a forecast for the dilution. The current GAAP TTM Price/earnings ratio for the sector is 33.94. The assumption here is that as Palantir becomes profitable, its valuation should approach this multiple and be fairly valued for its earnings. Based on the earnings we forecasted and the 33.94 PE ratio, we get the following estimated market capitalizations:</p><p><blockquote>首先，我们将根据当前行业市盈率中位数对市值进行估计，然后对稀释进行预测。该行业目前的GAAP TTM市盈率为33.94。这里的假设是，随着Palantir实现盈利，其估值应接近该倍数，并且其盈利估值合理。根据我们预测的盈利和33.94的市盈率，我们得到以下估计市值：</blockquote></p><p> <table>  <tbody>   <tr>    <td>Year</p><p><blockquote><table><tbody><tr><td>年</td></tr></tbody></table></blockquote></p><p></td>    <td>2021</p><p><blockquote><td>2021</td></blockquote></p><p></td>    <td>2022</p><p><blockquote><td>2022</td></blockquote></p><p></td>    <td>2023</p><p><blockquote><td>2023</td></blockquote></p><p></td>    <td>2024</p><p><blockquote><td>2024</td></blockquote></p><p></td>    <td>2025</p><p><blockquote><td>2025</td></blockquote></p><p></td>    <td>2026</p><p><blockquote><td>2026</td></blockquote></p><p></td>    <td>2027</p><p><blockquote><td>2027</td></blockquote></p><p></td>    <td>2028</p><p><blockquote><td>2028</td></blockquote></p><p></td>    <td>2029</p><p><blockquote><td>2029</td></blockquote></p><p></td>    <td>2030</p><p><blockquote><td>2030</td></blockquote></p><p></td>   </tr>   <tr>    <td>Net Inc.</p><p><blockquote><tr><td>网络公司。</td></tr></blockquote></p><p></td>    <td>42</p><p><blockquote><td>42</td></blockquote></p><p></td>    <td>119</p><p><blockquote><td>119</td></blockquote></p><p></td>    <td>240</p><p><blockquote><td>240</td></blockquote></p><p></td>    <td>416</p><p><blockquote><td>416</td></blockquote></p><p></td>    <td>660</p><p><blockquote><td>660</td></blockquote></p><p></td>    <td>980</p><p><blockquote><td>980</td></blockquote></p><p></td>    <td>1,390</p><p><blockquote><td>1,390</td></blockquote></p><p></td>    <td>1,898</p><p><blockquote><td>1,898</td></blockquote></p><p></td>    <td>2,517</p><p><blockquote><td>2,517</td></blockquote></p><p></td>    <td>3,257</p><p><blockquote><td>3,257</td></blockquote></p><p></td>   </tr>   <tr>    <td>Mkt. Cap [PE]</p><p><blockquote><tr><td>市场。帽[PE]</td></tr></blockquote></p><p></td>    <td>1,436</p><p><blockquote><td>1,436</td></blockquote></p><p></td>    <td>4,023</p><p><blockquote><td>4,023</td></blockquote></p><p></td>    <td>8,129</p><p><blockquote><td>8,129</td></blockquote></p><p></td>    <td>14,126</p><p><blockquote><td>14,126</td></blockquote></p><p></td>    <td>22,384</p><p><blockquote><td>22,384</td></blockquote></p><p></td>    <td>33,272</p><p><blockquote><td>33,272</td></blockquote></p><p></td>    <td>47,160</p><p><blockquote><td>47,160</td></blockquote></p><p></td>    <td>64,420</p><p><blockquote><td>64,420</td></blockquote></p><p></td>    <td>85,421</p><p><blockquote><td>85,421</td></blockquote></p><p></td>    <td>110,532</p><p><blockquote><td>110,532</td></blockquote></p><p></td>   </tr>  </tbody> </table> Source: Author's work. Items in $millions.</p><p><blockquote>来源：作者作品。百万美元的项目。</blockquote></p><p> As you can see, the current market capitalization of slightly over $50 billion wouldn't be justified by earnings until after 2027, reaching a level of $111 billion by 2030. This represents a CAGR of just 8.57%, before we take dilution into account.</p><p><blockquote>正如您所看到的，目前略高于500亿美元的市值要到2027年之后才能被盈利证明是合理的，到2030年将达到1110亿美元的水平。在我们考虑稀释之前，这意味着复合年增长率仅为8.57%。</blockquote></p><p> In order to predict how the number of common shares is likely to evolve over these years, we have made a forecast of the book value based on revenue, assuming the balance sheet maintains a similar structure relative to the volume of operations. If we look at the last four quarters, we have a fairly consistent linear pattern of how book value has increased with quarterly revenue, as you can see below.</p><p><blockquote>为了预测这些年普通股数量可能如何演变，我们根据收入对账面价值进行了预测，假设资产负债表相对于业务量保持类似的结构。如果我们看看过去四个季度，我们会发现账面价值随季度收入增长的线性模式相当一致，如下所示。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9066505bd8b5fce4ebf0d4f538a4bafe\" tg-width=\"481\" tg-height=\"289\"><span>Source: Author's work based on financial records. Items in $million</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者基于财务记录的工作。项目（百万美元）</span></p></blockquote></p><p> Applying this equation, with a revenue of $3.1 billion in Q4 2030, as per our previous forecast, the book value should rise to $34.2 billion. If we take into account the current book value of 1.8 billion and the accumulated net income we have already forecasted for the whole period, which is $11.5 billion, we estimate that an additional $20.9 billion of funding through new equity will be required. At the current share price of $27.37, this would mean 739 million additional common shares by the end of 2030. Added to the current 1.8 billion outstanding, the total is 2.6 billion common shares. Applying the $111 billion market capitalization we have forecasted, the resulting target price for the end of 2030 is $41.87. You can see a summary of these figures below.</p><p><blockquote>应用这个等式，根据我们之前的预测，2030年第四季度的收入为31亿美元，账面价值应升至342亿美元。如果我们考虑到当前18亿美元的账面价值以及我们已经预测的整个期间的累计净利润115亿美元，我们估计将需要通过新股权额外筹集209亿美元的资金。按照目前27.37美元的股价计算，这意味着到2030年底将增加7.39亿股普通股。加上目前已发行的18亿股，普通股总数为26亿股。应用我们预测的1110亿美元市值，2030年底的目标价为41.87美元。您可以在下面看到这些数字的摘要。</blockquote></p><p> <table>  <tbody>   <tr>    <td>Concept</p><p><blockquote><table><tbody><tr><td>概念</td></tr></tbody></table></blockquote></p><p></td>    <td>Amount</p><p><blockquote><td>数量</td></blockquote></p><p></td>   </tr>   <tr>    <td>Revenue Q4 2030</p><p><blockquote><tr><td>2030年第四季度收入</td></tr></blockquote></p><p></td>    <td>3,128</p><p><blockquote><td>3,128</td></blockquote></p><p></td>   </tr>   <tr>    <td>Book Value Q4 2030</p><p><blockquote><tr><td>2030年第四季度账面价值</td></tr></blockquote></p><p></td>    <td>34,212</p><p><blockquote><td>34,212</td></blockquote></p><p></td>   </tr>   <tr>    <td>Book Value Q1 2021</p><p><blockquote><tr><td>2021年第一季度账面价值</td></tr></blockquote></p><p></td>    <td>1,806</p><p><blockquote><td>1,806</td></blockquote></p><p></td>   </tr>   <tr>    <td>Acc. Net Income Q2 2021-Q4 2030</p><p><blockquote><tr><td>Acc.2021年第二季度-2030年第四季度净利润</td></tr></blockquote></p><p></td>    <td>11,517</p><p><blockquote><td>11,517</td></blockquote></p><p></td>   </tr>   <tr>    <td>Financing from new equity</p><p><blockquote><tr><td>新增股权融资</td></tr></blockquote></p><p></td>    <td>20,889</p><p><blockquote><td>20,889</td></blockquote></p><p></td>   </tr>   <tr>    <td>Current Share Price</p><p><blockquote><tr><td>当前股价</td></tr></blockquote></p><p></td>    <td>$ 27.37</p><p><blockquote><td>$27.37</td></blockquote></p><p></td>   </tr>   <tr>    <td>New shares required</p><p><blockquote><tr><td>所需新股</td></tr></blockquote></p><p></td>    <td>763</p><p><blockquote><td>763</td></blockquote></p><p></td>   </tr>   <tr>    <td>Market cap 2030 Q4</p><p><blockquote><tr><td>2030年第四季度市值</td></tr></blockquote></p><p></td>    <td>110,532</p><p><blockquote><td>110,532</td></blockquote></p><p></td>   </tr>   <tr>    <td>Nº Shares 2030 Q4 (millions)</p><p><blockquote><tr><td>2030年第四季度股数（百万）</td></tr></blockquote></p><p></td>    <td>2,640</p><p><blockquote><td>2,640</td></blockquote></p><p></td>   </tr>   <tr>    <td>Target Price 2030 Q4</p><p><blockquote><tr><td>2030年第四季度目标价</td></tr></blockquote></p><p></td>    <td>$ 41.87</p><p><blockquote><td>$41.87</td></blockquote></p><p></td>   </tr>   <tr>    <td>CAGR</p><p><blockquote><tr><td>CAGR</td></tr></blockquote></p><p></td>    <td>4.58%</p><p><blockquote><td>4.58%</td></blockquote></p><p></td>   </tr>  </tbody> </table> Source: Author's work. Monetary items in $millions, except per share items, nº of shares in millions.</p><p><blockquote>来源：作者作品。货币项目以百万美元为单位，每股项目除外，股份数量以百万为单位。</blockquote></p><p> As you can see, the expected CAGR for Palantir's stock price as per our forecasted fair value at the end of 2030 is just 4.58%. If we were to require, say, a 10% return, which is more reasonable for a growth stock, the fair price today would be $16.93, 38% lower than the current price.</p><p><blockquote>如您所见，根据我们预测的2030年底公允价值，Palantir股价的预期复合年增长率仅为4.58%。如果我们要求10%的回报率（这对于成长型股票来说更合理），那么今天的公平价格将是16.93美元，比当前价格低38%。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p></p><p> Having said all this, we also have to mention some particular challenges that a company like Palantir faces. The most significant of these would relate to how the company has to manage its image in a world where privacy is becoming \"taboo\".</p><p><blockquote>说了这么多，我们还必须提到像Palantir这样的公司面临的一些特殊挑战。其中最重要的是，在一个隐私正成为“禁忌”的世界里，该公司必须如何管理自己的形象。</blockquote></p><p> Palantir is a company that, on many levels, has a lot of power, which can be both a blessing and a curse. The company has to be very careful with its data to avoid any events that could damage its reputation, which it needs in order to survive. Think, for example, Edward Snowden, who before becoming one of the most wanted men in the world was working for Booz Allen. What would happen if the next whistleblower came from within Palantir's ranks?</p><p><blockquote>Palantir是一家在很多层面上都拥有巨大权力的公司，这既可能是福也可能是祸。该公司必须非常小心地处理其数据，以避免任何可能损害其声誉的事件，而这是其生存所必需的。以爱德华·斯诺登为例，他在成为世界头号通缉犯之一之前曾在博思艾伦工作。如果下一个举报人来自Palantir内部会发生什么？</blockquote></p><p> On top of that, Palantir is also facing resistance from organizations abroad. For example, there is currently a campaign in the UK trying to stop Palantir fromworking with the NHS. It's understandable that some people may not want their medical data to be handled by a foreign company, even if it is from an allied country.</p><p><blockquote>除此之外，Palantir还面临着来自海外组织的阻力。例如，目前英国有一场运动试图阻止Palantir与NHS合作。可以理解的是，有些人可能不希望他们的医疗数据由外国公司处理，即使它来自盟国。</blockquote></p><p> Ultimately, these are very particular challenges that Palantir faces. Its growth could be hampered if people or even the government start to think the company is \"too powerful\". Furthermore, if anything happened to damage the company's reputation, Palantir could be finished overnight. Of course, this is why the company invests so heavily in its workforce. But will it be enough?</p><p><blockquote>最终，这些都是Palantir面临的非常特殊的挑战。如果人们甚至政府开始认为该公司“过于强大”，其增长可能会受到阻碍。此外，如果发生任何损害公司声誉的事情，Palantir可能会在一夜之间被终结。当然，这也是公司在员工方面投入如此之多的原因。但这就够了吗？</blockquote></p><p> <b>Takeaway</b></p><p><blockquote><b>外卖</b></blockquote></p><p> In conclusion, we believe Palantir is qualitatively a great company. They operate in a niche market with a lot of growth potential. On top of that, Palantir has one of the best technologies and workforces in the market right now, but this is not enough. Even with double-digit growth and assuming a steady path towards profitability, Palantir seems way too expensive today to provide investors with good returns. A great company doesn't always make a great investment, and we feel this is the case with Palantir.</p><p><blockquote>总之，我们相信Palantir在质量上是一家伟大的公司。他们在一个具有巨大增长潜力的利基市场运营。最重要的是，Palantir拥有目前市场上最好的技术和劳动力之一，但这还不够。即使Palantir实现了两位数的增长并稳步实现盈利，但如今的Palantir似乎过于昂贵，无法为投资者提供良好的回报。一家伟大的公司并不总是做出伟大的投资，我们认为Palantir就是这种情况。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4437458-palantir-great-company-bad-investment\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4437458-palantir-great-company-bad-investment","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115821085","content_text":"Summary\n\nPalantir holds a unique place in the market and has a significant moat around this business.\nHaving said this, even under optimistic assumptions, Palantir looks overvalued.\nFurthermore, Palantir faces a unique and hard to control set of challenges.\n\nMaria Marganingsih/iStock via Getty Images\nThesis Summary\nPalantir Technologies Inc. (PLTR) is, by many accounts, an outstanding company. We believe that Palantir occupies a niche spot in the market, and has built a moat around its business thanks to its technology and workforce.\nWe have derived a valuation for Palantir using trend analysis and comparables, with a 2030 horizon, where we tackle mainly profitability and equity dilution. Although our target price for that year is nearly $42 per share, this only represents a 4.6% annual growth rate from the current price.\nUltimately, though Palantir is a great business, the current price does not offer investors attractive returns.\nWhat makes Palantir special?\nPalantir seems to be one of the most popular stocks to talk about in the last few months. The company, which has been around since 2003, but IPO'd only eight and a half months ago, is followed closely by both hawkish bears and delighted bulls. But why? What exactly makes Palantir so special?\nThe bears would point out nothing, and while I do agree that, oftentimes, unwarranted hype is created around buzzwords like \"data\", I will argue here that Palantir is special. This is important because it puts Palantir in a great situation in terms of the competitive landscape and growth opportunities. However, it also creates a very particular set of \"risks\" and challenges for the company.\nOn the most superficial level, Palantir is a \"data analytics company\", which has found itself a nice spot on the list of government contractors, both domestic and abroad. This already makes the company more interesting than many others. There is nothing today growing faster than data, and at close second we could put government spending. However, this misses the point of what actually makes the company special, or, more specifically, what has allowed the company to gain so much favour with public institutions, and now private clients.\nIf we could put it into one sentence, we would say the following: Palantir walks a fine line between data analytics and consulting. Indeed, the company has some very powerful proprietary software, which we might as well call an AI, but it also has one of the most talented workforces in the world, with specific task forces being created to address the needs of each client/contract.\nThink about it like a mix between McKinsey and International Business Machines (IBM). In practice, it's not enough to have a powerful computer that can find great insights. First, it has to be led in the right direction, and then those insights have to be implemented properly. And of course, once you implement new measures, these create a whole new set of variables and data, so you can rinse and repeat indefinitely.\nThis is what a lot of people miss about this company. Some think it just has great software, which it does, but its biggest asset, we would argue, is its \"business model\" which is powered by its workforce. Furthermore, many of those who do acknowledge the fact that Palantir relies heavily on using specialized employees to address their clients' needs point this out as a weakness rather than the great strength that it is. They would argue that Palantir has to spend a lot of money on employing people to help their clients use their product, which makes it less \"profitable\", but this is a very rudimentary understanding of the situation. It's true that it might not achieve such high margins as a traditional SaaS, but it definitely doesn't mean the company is unprofitable. Consulting firms, like McKinsey or Accenture plc (ACN), do just this, employ people to help out their clients, and they certainly don't seem to struggle to make a profit. Ultimately, a cost is justified as long as it brings sufficient value.\nDoes Palantir have a \"moat\"?\nBut even if Palantir is special; does this matter? How does this set it apart from its competitors? In this regard, Palantir faces three different sets of competitors:\nFirstly, Palantir is competing with traditional consulting firms. Ultimately, this is what the company does, since it is working hand-in-hand with its clients to improve their operations. Consulting firms like Accenture and McKinsey do this to a certain degree, but at the moment, they lack the technical requirements and niche focus that Palantir has.\nFrom a data analytics sector perspective, Palantir could be put into the same category as companies like IBM or SAP SE (SAP). These companies do indeed have the necessary resources to compete with Palantir in terms of services, but not on price. These companies have been around for too long and are way too big to be able to compete in price with Palantir. They simply cannot scale down efficiently enough.\nLastly, the company competes head-to-head with other defence contractors such as Booz Allen Hamilton Holding Corporation (BAH) and SAIC. The problem these firms have competing with Palantir is that they are not specialized enough within their offerings.\nTo sum up, we would argue that Palantir's moat comes, firstly, from its business proposition. Palantir was created with a very clear idea behind it, which allowed it to be a niche company. This specialization also allows it to be more efficient, and offer clients more competitive prices.\nIt is true that this business model can be copied. There is nothing stopping new companies from doing what Palantir is doing and there are some startups attempting to do this, such as Digital Reasoning, but bear in mind this company has only ever received $134 million in funding. What does set Palantir apart from its competitors and is something that they can't easily replicate is its workforce. Palantir spends a lot of money to find and keep the best talent in the industry. A big part of this is done through stock-based compensation, which is a hot topic I discussed here. In any case, Palantir has the advantage of being \"the place to be\" right now, within the industry. This popularity and recognition has increased even more since its IPO and is a key factor in attracting and retaining young talent. This talent is, ultimately, the company's biggest strength.\nAddressable Market & Growth Opportunities\nWith that said, let's proceed towards analysing Palantir's TAM and Growth outlook.\nIn the sections above, we mentioned how Palantir is in a unique situation, because it is both a consulting firm and a data analytics firm, and it also has significant government contracts. Therefore, we could look at TAM from these three perspectives:\nStarting with consulting, this is perhaps the least exciting of the three areas where Palantir can grow. According to research, the \"Management Consulting Services\" industry will grow at a CAGR of 8% through 2025, which would put the industry at a size of $1201.06 billion. Granted, this is not impressive growth but it is a remarkable size. In this sense, Palantir could actually attack much of this market, which is now dominated by \"the big four\".\nFrom the point of view of data analytics, we have a market that, in this case, is growing very fast. According to Quince Market Insights, this segment will grow at a CAGR of 25% in the next 10 years. Furthermore, studies have also found that, currently, companies only analyze around 12% of their data.This creates a massive opportunity for a company like Palantir to come in, and show these companies exactly how and why they need to analyze their data.\nLastly, since Palantir works closely with the government, it is only reasonable to believe that the more it spends, the more Palantir will make.The CBO projects average yearly deficits of $1.2 trillion from 2022 to 2030. This is in line with the current tendency of continued increase in public spending, but what is most encouraging is where this spending will take place:\nSource:CBO.gov\nBy 2030, the biggest item on the Federal government's expense sheet will be Major Health Care Programs, which will be equivalent to 9% of GDP. Data from the NHE also suggest that by 2028 healthcare will be a $6.2 trillion business.Again, this is great news for Palantir, since data analytics within the healthcare industry is a high growth area. Palantir already has clients in this area, including the UK's National Health System[NHS].\nAll in all, Palantir has the benefit of working within a fast-growing sector, data, but with the ability of being able to deploy their technology and workforce to solve niche applications. Given that the data analytics industry is projected to grow at 25% and that Palantir has strong government connections, we believe the company could easily achieve analysts' goal of 30% CAGR over the next 5 years.\nProfitability Analysis\nProfitability is expected to grow as revenues reach higher levels. The question that any investor would like answered is not only if this is going to be the case, but by how much. Our aim here is to make a forecast of Palantir revenues and earnings until 2030 so that we can later make a sound valuation of the stock through earnings multiples. The method used here is a combination of trendline analysis of existing financials, performances by most comparable competitors, and estimates by analysts and the company itself.\nWe have already talked about the addressable market and growth prospects, now it is time to quantify the expected revenue path for Palantir. Since companies rarely sustain such high growth rates in the long run, we find that a second order polynomial trendline is often the best method to calculate this. This type of equation delivers a flatter curve than an exponential trendline, which assumes a constant growth rate. For Palantir's quarterly revenue, it is also a very good fit as you can see below. You can see the trendline along the actual revenue recorded in the last nine quarters, and a projection until 2030 Q4.\nSource: Author's work based on financial records. Revenue in $million. Quarters are numbered from 1 (Q1 2019) to 48 (Q4 2030)\nIf you apply the function above you get a forecasted yearly revenue of 11.9 billion for 2030, including $3.1 billion in Q4 of that year. This is not far from the consensus estimate for 2030 you can find on Seeking Alpha, which is $12.42 billion. According to the latest earnings call, management expects to deliver 30%+ growth at least in the next four years. To put this into perspective, a CAGR of 30% until 2030 would give a revenue of $11.5 billion. Taking the three into account, we will keep our trendline estimate of 11.9, which lies between the other two figures.\nGross margins have been improving gradually according to GAAP figures over the last nine quarters, from nearly 68% in the first quarter of 2019 to over 78% in the latest quarter. Except for an unusually bad figure in Q3 2020, which has been taken out of the equation for a smoother analysis, the gross margin as a function of revenue shows a predictable path of improvement through a linear trend, as you can see in this chart.\nSource: Author's work based on financial records. Items in $million\nData excludes a figure of (289,140) from Q3 2020.\nThe linear equation above, with a 0.9 slope, generates a forecast where the gross margin should tend towards 90% of revenue. Applying this formula to the forecasted revenue of $11.9 billion predicts a gross margin figure of $10.6 billion for 2030.\nIn order to transform gross margins into net income, so that we can make a valuation based on an earnings multiple, we will look at one of Palantir's comparables, discussed in a previous article, Cognizant (NASDAQ:CTSH). The reason for using Cognizant is that not only is the activity they carry out similar but it is also an example of a profitable pier with a fairly consistent earnings margin, and with debt and gross margin volumes comparable to the ones we are predicting for Palantir.\nSource: Author's work.\nWith gross margins stable at around 6 billion in recent years, CTSH has maintained a healthy level of net income, ranging from 22% to 35% of gross profits. To make a fair estimate, we will assume the average percentage through the 10-year period, which is 30.61% of gross profit. We will also assume that Palantir achieves that level in 2030, with a gradual increase of the percentage until then.\nThis completes our revenue and earnings estimates for Palantir in 2030, reaching 11.9 billion revenue, $10.6 billion gross margin, and $3.3 billion net income.\n\n\n\nYear\n2021\n2022\n2023\n2024\n2025\n2026\n2027\n2028\n2029\n2030\n\n\nReven.\n1,581\n2,196\n2,942\n3,820\n4,830\n5,972\n7,245\n8,650\n10,188\n11,856\n\n\nGross Profit\n1,382\n1,936\n2,608\n3,399\n4,309\n5,338\n6,485\n7,751\n9,136\n10,639\n\n\nNet Income\n42\n119\n240\n416\n660\n980\n1,390\n1,898\n2,517\n3,257\n\n\n\nSource: Author's work. Items in $millions.\nValuation\nHaving forecasted revenues and earnings, we are prepared to estimate a path for Palantir's stock price. In order to do this, we need to also look into financing through equity and how the dilution will affect share prices. We are going to continue using the 2030 horizon as the timeframe.\nFirst, we will create an estimate for market capitalization based on the current sector median earnings multiple, and then we will make a forecast for the dilution. The current GAAP TTM Price/earnings ratio for the sector is 33.94. The assumption here is that as Palantir becomes profitable, its valuation should approach this multiple and be fairly valued for its earnings. Based on the earnings we forecasted and the 33.94 PE ratio, we get the following estimated market capitalizations:\n\n\n\nYear\n2021\n2022\n2023\n2024\n2025\n2026\n2027\n2028\n2029\n2030\n\n\nNet Inc.\n42\n119\n240\n416\n660\n980\n1,390\n1,898\n2,517\n3,257\n\n\nMkt. Cap [PE]\n1,436\n4,023\n8,129\n14,126\n22,384\n33,272\n47,160\n64,420\n85,421\n110,532\n\n\n\nSource: Author's work. Items in $millions.\nAs you can see, the current market capitalization of slightly over $50 billion wouldn't be justified by earnings until after 2027, reaching a level of $111 billion by 2030. This represents a CAGR of just 8.57%, before we take dilution into account.\nIn order to predict how the number of common shares is likely to evolve over these years, we have made a forecast of the book value based on revenue, assuming the balance sheet maintains a similar structure relative to the volume of operations. If we look at the last four quarters, we have a fairly consistent linear pattern of how book value has increased with quarterly revenue, as you can see below.\nSource: Author's work based on financial records. Items in $million\nApplying this equation, with a revenue of $3.1 billion in Q4 2030, as per our previous forecast, the book value should rise to $34.2 billion. If we take into account the current book value of 1.8 billion and the accumulated net income we have already forecasted for the whole period, which is $11.5 billion, we estimate that an additional $20.9 billion of funding through new equity will be required. At the current share price of $27.37, this would mean 739 million additional common shares by the end of 2030. Added to the current 1.8 billion outstanding, the total is 2.6 billion common shares. Applying the $111 billion market capitalization we have forecasted, the resulting target price for the end of 2030 is $41.87. You can see a summary of these figures below.\n\n\n\nConcept\nAmount\n\n\nRevenue Q4 2030\n3,128\n\n\nBook Value Q4 2030\n34,212\n\n\nBook Value Q1 2021\n1,806\n\n\nAcc. Net Income Q2 2021-Q4 2030\n11,517\n\n\nFinancing from new equity\n20,889\n\n\nCurrent Share Price\n$ 27.37\n\n\nNew shares required\n763\n\n\nMarket cap 2030 Q4\n110,532\n\n\nNº Shares 2030 Q4 (millions)\n2,640\n\n\nTarget Price 2030 Q4\n$ 41.87\n\n\nCAGR\n4.58%\n\n\n\nSource: Author's work. Monetary items in $millions, except per share items, nº of shares in millions.\nAs you can see, the expected CAGR for Palantir's stock price as per our forecasted fair value at the end of 2030 is just 4.58%. If we were to require, say, a 10% return, which is more reasonable for a growth stock, the fair price today would be $16.93, 38% lower than the current price.\nRisks\nHaving said all this, we also have to mention some particular challenges that a company like Palantir faces. The most significant of these would relate to how the company has to manage its image in a world where privacy is becoming \"taboo\".\nPalantir is a company that, on many levels, has a lot of power, which can be both a blessing and a curse. The company has to be very careful with its data to avoid any events that could damage its reputation, which it needs in order to survive. Think, for example, Edward Snowden, who before becoming one of the most wanted men in the world was working for Booz Allen. What would happen if the next whistleblower came from within Palantir's ranks?\nOn top of that, Palantir is also facing resistance from organizations abroad. For example, there is currently a campaign in the UK trying to stop Palantir fromworking with the NHS. It's understandable that some people may not want their medical data to be handled by a foreign company, even if it is from an allied country.\nUltimately, these are very particular challenges that Palantir faces. Its growth could be hampered if people or even the government start to think the company is \"too powerful\". Furthermore, if anything happened to damage the company's reputation, Palantir could be finished overnight. Of course, this is why the company invests so heavily in its workforce. But will it be enough?\nTakeaway\nIn conclusion, we believe Palantir is qualitatively a great company. They operate in a niche market with a lot of growth potential. On top of that, Palantir has one of the best technologies and workforces in the market right now, but this is not enough. Even with double-digit growth and assuming a steady path towards profitability, Palantir seems way too expensive today to provide investors with good returns. A great company doesn't always make a great investment, and we feel this is the case with Palantir.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":150064815,"gmtCreate":1624876604737,"gmtModify":1631884161989,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581687469376937","authorIdStr":"3581687469376937"},"themes":[],"htmlText":"Inch up only[惊讶]&nbsp;","listText":"Inch up only[惊讶]&nbsp;","text":"Inch up only[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150064815","repostId":"1164938136","repostType":4,"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":818348593,"gmtCreate":1630379181712,"gmtModify":1704959408993,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"AMC is like a gambling share&nbsp;[开心]&nbsp;","listText":"AMC is like a gambling share&nbsp;[开心]&nbsp;","text":"AMC is like a gambling share [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/818348593","repostId":"1104186500","repostType":4,"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":117106462,"gmtCreate":1623120185456,"gmtModify":1634036721546,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"Long way to recover for airlines industry&nbsp;[流泪]&nbsp;","listText":"Long way to recover for airlines industry&nbsp;[流泪]&nbsp;","text":"Long way to recover for airlines industry [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/117106462","repostId":"2141251669","repostType":4,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119437436,"gmtCreate":1622558068125,"gmtModify":1634100477382,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"Finally&nbsp;Great news for airlines and travel businesses&nbsp;[开心]&nbsp;","listText":"Finally&nbsp;Great news for airlines and travel businesses&nbsp;[开心]&nbsp;","text":"Finally Great news for airlines and travel businesses [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/119437436","repostId":"1104828224","repostType":4,"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110359047,"gmtCreate":1622426699289,"gmtModify":1634101581551,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"Is going down further..... Sit tight&nbsp;[微笑]&nbsp;","listText":"Is going down further..... Sit tight&nbsp;[微笑]&nbsp;","text":"Is going down further..... Sit tight [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/110359047","repostId":"2139438981","repostType":4,"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376306067,"gmtCreate":1619086143559,"gmtModify":1634288680114,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"Is the earning good?&nbsp;","listText":"Is the earning good?&nbsp;","text":"Is the earning good?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/376306067","repostId":"1147263213","repostType":4,"repost":{"id":"1147263213","kind":"news","pubTimestamp":1619075516,"share":"https://www.laohu8.com/m/news/1147263213?lang=zh_CN&edition=full","pubTime":"2021-04-22 15:11","market":"us","language":"en","title":"Intel Reports Earnings Thursday. Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147263213","media":"Barrons","summary":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.Intel didn’t issue precise new financial guidance for the first quarter, but said it exp","content":"<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.</p><p><blockquote>在英特尔任命首席执行官帕特·基辛格(Pat Gelsinger)并推出200亿美元扩大制造业务的计划几周后，该公司将公布财报。</blockquote></p><p> Investors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.</p><p><blockquote>投资者已经清楚地知道这份将于周四收盘后发布的报告将带来什么。当基辛格在3月底公布公司未来计划时，英特尔（股票代码：INTC）表示，预计全年营收为765亿美元，每股收益为4美元。该公司表示，包括各种调整，例如与英特尔在2020年出售闪存业务相关的调整，每股收益可能为4.55美元，而营收预计为720亿美元。</blockquote></p><p> As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.</p><p><blockquote>作为该计划的一部分，英特尔表示将再次将其x86芯片设计授权给其他公司，并创建一个代工服务部门，为有兴趣向英特尔支付制造半导体费用的第三方生产芯片。</blockquote></p><p> Intel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.</p><p><blockquote>英特尔没有发布准确的第一季度新财务指引，但表示预计业绩好于之前的预测。此前，英特尔表示，预计第一季度调整后每股收益为1.10美元，营收为175亿美元。市场普遍预测调整后每股收益为1.15美元，营收为177.4亿美元。</blockquote></p><p> Susquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.</p><p><blockquote>萨斯奎哈纳金融集团分析师克里斯托弗·罗兰称该公司的全年指引“平淡无奇”，他表示，他预计投资者将关注基辛格对该公司的长期计划，并寻找有关英特尔下一代芯片制造技术的更多细节。根据分析师的数据来源，第一季度笔记本电脑销售强劲，但不太清楚今年剩余时间会发生什么。</blockquote></p><p> Analysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.</p><p><blockquote>分析师预测，包括笔记本销售在内的英特尔客户端计算部门第一季度营收将达到100.2亿美元。这是该公司最大的部门，其次是数据中心业务，预计收入为58.4亿美元。</blockquote></p><p> Despite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.</p><p><blockquote>尽管英特尔决定加倍提高其制造能力，但BMO资本市场分析师Ambrish Srivastava周一在一份客户报告中写道，他预计高管们不会提供有关其目标及其对英特尔财务业绩影响的详细信息。</blockquote></p><p> Still, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.</p><p><blockquote>不过，斯里瓦斯塔瓦表示，投资者应密切关注有关对公司资本支出、利润和自由现金流等影响的评论。</blockquote></p><p> Intel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told&nbsp;<i>Barron’s</i> that he expects the chip shortage to last two years.</p><p><blockquote>英特尔的报告发布之际，全球半导体短缺正在损害从电器到汽车和视频游戏机等商品的生产。基辛格此前曾表示<i>巴伦周刊</i>他预计芯片短缺将持续两年。</blockquote></p><p> Of the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.</p><p><blockquote>在关注英特尔的分析师中，43%的分析师将该股评级为买入，34%的分析师将该股评级为持有，23%的分析师将该股评级为卖出。股价的平均目标为68.71美元，这意味着回报率为8.6%。</blockquote></p><p> Intel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.</p><p><blockquote>周三交易中，英特尔股价上涨1.6%，至63.70美元。这家芯片制造商的股价在过去一年上涨了12%，而PHLX半导体指数(Sox)则翻了一番。</blockquote></p><p> Rolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.</p><p><blockquote>Rolland指出，自英特尔发布最新季度报告以来，其股价已上涨14%，而Sox指数上涨5.8%。该分析师表示，优异的表现可能表明对盈利的预期很高，这对该股来说可能是负面的。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Reports Earnings Thursday. 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Here’s What to Know.<blockquote>英特尔周四公布财报。以下是需要了解的内容。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-22 15:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.</p><p><blockquote>在英特尔任命首席执行官帕特·基辛格(Pat Gelsinger)并推出200亿美元扩大制造业务的计划几周后，该公司将公布财报。</blockquote></p><p> Investors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.</p><p><blockquote>投资者已经清楚地知道这份将于周四收盘后发布的报告将带来什么。当基辛格在3月底公布公司未来计划时，英特尔（股票代码：INTC）表示，预计全年营收为765亿美元，每股收益为4美元。该公司表示，包括各种调整，例如与英特尔在2020年出售闪存业务相关的调整，每股收益可能为4.55美元，而营收预计为720亿美元。</blockquote></p><p> As part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.</p><p><blockquote>作为该计划的一部分，英特尔表示将再次将其x86芯片设计授权给其他公司，并创建一个代工服务部门，为有兴趣向英特尔支付制造半导体费用的第三方生产芯片。</blockquote></p><p> Intel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.</p><p><blockquote>英特尔没有发布准确的第一季度新财务指引，但表示预计业绩好于之前的预测。此前，英特尔表示，预计第一季度调整后每股收益为1.10美元，营收为175亿美元。市场普遍预测调整后每股收益为1.15美元，营收为177.4亿美元。</blockquote></p><p> Susquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.</p><p><blockquote>萨斯奎哈纳金融集团分析师克里斯托弗·罗兰称该公司的全年指引“平淡无奇”，他表示，他预计投资者将关注基辛格对该公司的长期计划，并寻找有关英特尔下一代芯片制造技术的更多细节。根据分析师的数据来源，第一季度笔记本电脑销售强劲，但不太清楚今年剩余时间会发生什么。</blockquote></p><p> Analysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.</p><p><blockquote>分析师预测，包括笔记本销售在内的英特尔客户端计算部门第一季度营收将达到100.2亿美元。这是该公司最大的部门，其次是数据中心业务，预计收入为58.4亿美元。</blockquote></p><p> Despite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.</p><p><blockquote>尽管英特尔决定加倍提高其制造能力，但BMO资本市场分析师Ambrish Srivastava周一在一份客户报告中写道，他预计高管们不会提供有关其目标及其对英特尔财务业绩影响的详细信息。</blockquote></p><p> Still, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.</p><p><blockquote>不过，斯里瓦斯塔瓦表示，投资者应密切关注有关对公司资本支出、利润和自由现金流等影响的评论。</blockquote></p><p> Intel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told&nbsp;<i>Barron’s</i> that he expects the chip shortage to last two years.</p><p><blockquote>英特尔的报告发布之际，全球半导体短缺正在损害从电器到汽车和视频游戏机等商品的生产。基辛格此前曾表示<i>巴伦周刊</i>他预计芯片短缺将持续两年。</blockquote></p><p> Of the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.</p><p><blockquote>在关注英特尔的分析师中，43%的分析师将该股评级为买入，34%的分析师将该股评级为持有，23%的分析师将该股评级为卖出。股价的平均目标为68.71美元，这意味着回报率为8.6%。</blockquote></p><p> Intel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.</p><p><blockquote>周三交易中，英特尔股价上涨1.6%，至63.70美元。这家芯片制造商的股价在过去一年上涨了12%，而PHLX半导体指数(Sox)则翻了一番。</blockquote></p><p> Rolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.</p><p><blockquote>Rolland指出，自英特尔发布最新季度报告以来，其股价已上涨14%，而Sox指数上涨5.8%。该分析师表示，优异的表现可能表明对盈利的预期很高，这对该股来说可能是负面的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/intel-reports-earnings-thursday-heres-what-to-know-51619037330?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147263213","content_text":"Weeks after Intel installed chief executive Pat Gelsinger and its rollout of a $20 billion plan to expand its manufacturing operations, the company is set to report its earnings.\nInvestors already have a solid idea of what the report, due after the close of trading on Thursday, will bring. When Gelsinger unveiled the company’s plans for the future in late March,Intel (ticker: INTC) said it expected full-year earnings of $4 a share from revenue of $76.5 billion. Including various adjustments, such as those related to Intel’s sale of its flash-memory business in 2020, EPS is likely to be $4.55, while revenue is expected to be $72 billion, the company said.\nAs part of the plan, Intel said it would once again license its x86 chip designs to other companies, and create a foundry services unit that would produce chips for third parties interested in paying Intel to fabricate semiconductors.\nIntel didn’t issue precise new financial guidance for the first quarter, but said it expected results better than its prior forecast. Previously, Intel said it expected adjusted first-quarter earnings of $1.10 a share and revenue of $17.5 billion. The consensus forecast is for adjusted earnings of $1.15 a share from revenue of $17.74 billion.\nSusquehanna Financial Group analyst Christopher Rolland,who called the company’s full-year guidance “underwhelming,” said he is expecting investors to focus on Gelsinger’s long-term plans for the company, and to look for more details about Intel’s next generation chip-making technology. According to the analyst’s data sources, notebook sales were strong in the first quarter, but it is less clear what’s coming through the rest of the year.\nAnalysts predict that Intel’s client computing segment, which includes notebook sales, will report first-quarter revenue of $10.02 billion. That is the company’s largest segment, followed by the data center operation, which is expected to report revenue of $5.84 billion.\nDespite Intel’s decision to double down on its manufacturing capabilities, BMO Capital Markets analyst Ambrish Srivastava wrote in a client note Monday that he isn’t expecting executives to offer details about its goals, and their effect on Intel’s financial performance.\nStill, Srivastava said, investors should watch closely for commentary about the impact to the company’s capital spending, profit, and free cash flow, among other things.\nIntel’s report arrives amid a global shortage of semiconductors that is hurting production of goods ranging from appliances to cars and videogame consoles. Gelsinger has previously told Barron’s that he expects the chip shortage to last two years.\nOf the analysts that cover Intel, 43% rate shares at Buy, 34% have Hold ratings, and 23% rate the stock at Sell. The average target for the stock price is $68.71, which implies a return of 8.6%.\nIntel stock advanced 1.6% to $63.70 in Wednesday trading. Shares in the chip maker have gained 12% in the past year, while the PHLX Semiconductor index, or Sox, has doubled.\nRolland pointed out that since Intel’s most recent quarterly report, its stock has gained 14%, while the Sox rose 5.8%. The analyst said that outperformance may indicate that expectations for the earnings are high, a potential negative for the stock.","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":845096788,"gmtCreate":1636250802372,"gmtModify":1636250802671,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845096788","repostId":"2181742244","repostType":4,"isVote":1,"tweetType":1,"viewCount":4137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154472425,"gmtCreate":1625542457167,"gmtModify":1631890559095,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"Yes, software company are the winners eventually[开心]&nbsp;","listText":"Yes, software company are the winners eventually[开心]&nbsp;","text":"Yes, software company are the winners eventually[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/154472425","repostId":"1191866145","repostType":4,"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122298012,"gmtCreate":1624621393236,"gmtModify":1631893665190,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/122298012","repostId":"1122573318","repostType":4,"isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167392549,"gmtCreate":1624245850281,"gmtModify":1631893665195,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"Wah.... Porsche also join the game now&nbsp;[开心]&nbsp;","listText":"Wah.... Porsche also join the game now&nbsp;[开心]&nbsp;","text":"Wah.... Porsche also join the game now [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/167392549","repostId":"1166259530","repostType":4,"repost":{"id":"1166259530","kind":"news","pubTimestamp":1624244921,"share":"https://www.laohu8.com/m/news/1166259530?lang=zh_CN&edition=full","pubTime":"2021-06-21 11:08","market":"us","language":"en","title":"Porsche To Set Up Joint Venture To Make High-Performance Battery Cells: Report<blockquote>保时捷将成立合资企业生产高性能电池：报告</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166259530","media":"benzinga","summary":"Porsche, owned by Volkswagen AG,is setting up a joint venture with German battery maker Customcells ","content":"<p><div> Porsche, owned by Volkswagen AG,is setting up a joint venture with German battery maker Customcells to produce high-performance battery cells, Bloomberg reports. According to the report, these battery...</p><p><blockquote><div>据彭博社报道，大众汽车公司旗下的保时捷正在与德国电池制造商Customcells成立一家合资企业，生产高性能电池。报道称，这些电池……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/06/21636780/porsche-to-set-up-joint-venture-to-make-high-performance-battery-cells-report\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21636780/porsche-to-set-up-joint-venture-to-make-high-performance-battery-cells-report\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Porsche To Set Up Joint Venture To Make High-Performance Battery Cells: Report<blockquote>保时捷将成立合资企业生产高性能电池：报告</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\">\nPorsche To Set Up Joint Venture To Make High-Performance Battery Cells: Report<blockquote>保时捷将成立合资企业生产高性能电池：报告</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">benzinga</strong><span class=\"h-time small\">2021-06-21 11:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Porsche, owned by Volkswagen AG,is setting up a joint venture with German battery maker Customcells to produce high-performance battery cells, Bloomberg reports. According to the report, these battery...</p><p><blockquote><div>据彭博社报道，大众汽车公司旗下的保时捷正在与德国电池制造商Customcells成立一家合资企业，生产高性能电池。报道称，这些电池……</div></blockquote></p><p>  <a href=\"https://www.benzinga.com/news/21/06/21636780/porsche-to-set-up-joint-venture-to-make-high-performance-battery-cells-report\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://www.benzinga.com/news/21/06/21636780/porsche-to-set-up-joint-venture-to-make-high-performance-battery-cells-report\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.benzinga.com/news/21/06/21636780/porsche-to-set-up-joint-venture-to-make-high-performance-battery-cells-report\">benzinga</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VWAGY":"大众汽车ADR"},"source_url":"https://www.benzinga.com/news/21/06/21636780/porsche-to-set-up-joint-venture-to-make-high-performance-battery-cells-report","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166259530","content_text":"Porsche, owned by Volkswagen AG,is setting up a joint venture with German battery maker Customcells to produce high-performance battery cells, Bloomberg reports.\nAccording to the report, these battery cells will help vehicles reduce charging times, providing better performance.\nThe new joint venture will produce batteries with higher energy density than prototypes used in Porsche's current electric cars. The production will begin in 2024.\nThe company will use silicon as anode material for higher energy density and a more compact battery.\nPorsche will invest a high double-digit million euro sum in the joint venture and have an 83.75% stake in the joint venture called Cellforce Group.\nRelated Link:For more electric vehicle news, check out Benzinga's EV hub.\nThe production will take place in Tübingen, south of Stuttgart, Germany, and will have a capacity of 100 kilowatt-hours. This will translate into about enough batteries for 1,000 cars a year.\nThe company has said that it will continue to test its battery technology in motorsports.\nIn February, Porsche announced that it would invest $18.1 billion in the electrification of its vehicles over the next five years.\nEarlier, Volkswagen has said that it will continue to offer the Porsche 911 model with internal combustion engines, albeit able to handle synthetic fuels.\nVolkswagen plans to build battery cell plants across Europe and expand infrastructure to charge electric vehicles globally.","news_type":1,"symbols_score_info":{"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115713766,"gmtCreate":1623030550855,"gmtModify":1634096081761,"author":{"id":"3581687469376937","authorId":"3581687469376937","name":"PSChoong","avatar":"https://static.tigerbbs.com/ffd39f1581243a7dc91c880d3bcaf308","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581687469376937","idStr":"3581687469376937"},"themes":[],"htmlText":"What is the strategy for GME now?&nbsp;[惊讶]&nbsp;","listText":"What is the strategy for GME now?&nbsp;[惊讶]&nbsp;","text":"What is the strategy for GME now? [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/115713766","repostId":"2141926289","repostType":4,"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}