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Wizardry_Sg

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2021-11-17

Good

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2021-11-13

Likr

Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>

2021-11-11

Good

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2021-11-11

Ok

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2021-11-11

Ok

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2021-11-07

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-04

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-04

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-03

Great ariticle, would you like to share it?

@小虎活动:[Halloween Game] Trade or Treat!

2021-07-21

Good!

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2021-07-20

$ContextLogic Inc.(WISH)$Go go go!

2021-07-20

Looking forward to it!

Why AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote>

2021-07-20

Good

Why Nvidia Stock Bounced Back Like a Superball Monday<blockquote>为什么英伟达股价周一像超级球一样反弹</blockquote>

2021-07-15

Ok

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2021-07-15

Good

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2021-07-15

Ok

Tesla's Powerwall Backlog Exceeds Production Capacity, Musk Says<blockquote>马斯克称特斯拉Powerwall积压订单超过产能</blockquote>

2021-07-15

Ok

U.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周初请失业金人数总计36万，符合预期</blockquote>

2021-07-15

Ok

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2021-07-15

Ok

Dow opens 100 points lower even as earnings results continue to top expectations<blockquote>尽管盈利结果继续超出预期，道指开盘下跌100点</blockquote>

2021-05-17

[Strong]

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10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">2021-11-13 10:36</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 delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870406372,"gmtCreate":1636640442970,"gmtModify":1636640443145,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870406372","repostId":"1135782411","repostType":4,"isVote":1,"tweetType":1,"viewCount":2337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870408293,"gmtCreate":1636640400504,"gmtModify":1636640400650,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870408293","repostId":"2182055846","repostType":4,"isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870408335,"gmtCreate":1636640373536,"gmtModify":1636640373702,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870408335","repostId":"2182055846","repostType":4,"isVote":1,"tweetType":1,"viewCount":2920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842781275,"gmtCreate":1636244720720,"gmtModify":1636244720896,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842781275","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848487155,"gmtCreate":1636020246220,"gmtModify":1636020246408,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848487155","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848485707,"gmtCreate":1636020142908,"gmtModify":1636020173826,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848485707","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848070624,"gmtCreate":1635950337066,"gmtModify":1635950409869,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848070624","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176696189,"gmtCreate":1626878628441,"gmtModify":1631889051479,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176696189","repostId":"1107219983","repostType":4,"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178948093,"gmtCreate":1626785373712,"gmtModify":1631889051482,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>Go go go!","listText":"<a href=\"https://laohu8.com/S/WISH\">$ContextLogic Inc.(WISH)$</a>Go go go!","text":"$ContextLogic Inc.(WISH)$Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178948093","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178943590,"gmtCreate":1626785214310,"gmtModify":1631889051485,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Looking forward to it!","listText":"Looking forward to it!","text":"Looking forward to it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178943590","repostId":"1193549178","repostType":4,"repost":{"id":"1193549178","kind":"news","pubTimestamp":1626784018,"share":"https://www.laohu8.com/m/news/1193549178?lang=zh_CN&edition=full","pubTime":"2021-07-20 20:26","market":"us","language":"en","title":"Why AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193549178","media":"The Street","summary":"AMD shares could be headed for $100 based on the company's expected strong sales growth, taking mark","content":"<p>  <a href=\"https://laohu8.com/S/AMD\">AMD</a> shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition.  During periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.</p><p><blockquote><a href=\"https://laohu8.com/S/AMD\">AMD</a>基于该公司预期的强劲销售增长，从英特尔手中夺走市场份额以及潜在的收购，股价可能会升至100美元。在市场波动和广度恶化的时期，就像我们在过去几个交易日中目睹的那样，密切关注最强劲股票的买入机会总是一个好主意。</blockquote></p><p> Getting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.</p><p><blockquote>过于关注指数的涨跌往往会分散投资者对其总体目标的注意力——通过识别具有创新产品和服务的企业来创造长期阿尔法。</blockquote></p><p> For example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.</p><p><blockquote>例如，鉴于所有长期增长动力都在为业内最好的公司创造机会，半导体股票是在市场疲软时寻找买入机会的好地方。</blockquote></p><p> Advanced Micro Devices&nbsp;(<b>AMD</b>)&nbsp;is <a href=\"https://laohu8.com/S/AONE.U\">one</a> chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.</p><p><blockquote>先进微设备公司（<b>AMD</b>）是<a href=\"https://laohu8.com/S/AONE.U\">一</a>芯片股确实脱颖而出，因为其业务有很多特定于其业务的催化剂可以帮助该股在未来几个月上涨。</blockquote></p><p> With substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.</p><p><blockquote>由于对AMD计算机芯片的巨大需求预计将在今年带来强劲的年度销售增长，这是从竞争对手手中夺取市场份额的绝佳机会，而且即将进行潜在的突破性收购，该股很有可能达到每股100美元。比当前的市场走势让您相信的要快。</blockquote></p><p> Let’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.</p><p><blockquote>让我们更深入地了解为什么AMD股票可能在未来几个月内突破世纪大关。</blockquote></p><p> <b>Explosive Growth Across All Business Segments</b></p><p><blockquote><b>各业务板块爆发式增长</b></blockquote></p><p> When you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.</p><p><blockquote>当您考虑依赖AMD高性能芯片的所有不同形式的技术时，很容易认识到这里的机会。</blockquote></p><p> We live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.</p><p><blockquote>我们生活在一个日益以技术为中心的世界，这意味着对计算机、消费电子产品和数据中心等设备的需求正在以惊人的速度增长。</blockquote></p><p> AMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.</p><p><blockquote>AMD设计了为这些设备提供动力的微处理器，该公司目前所有主要业务部门都在经历爆炸性增长。</blockquote></p><p> The company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.</p><p><blockquote>该公司的中央处理器本质上是计算机的大脑，由于数据中心的增长和火热的PC市场，需求强劲。</blockquote></p><p> AMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.</p><p><blockquote>AMD的图形处理单元用于提高渲染图像的速度，提高图像分辨率和色彩清晰度。随着视频游戏和机器学习等高增长的终端市场，这是AMD业务的另一个具有明显上升空间的领域。</blockquote></p><p> For confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.</p><p><blockquote>要证实这是一项全速运转的业务，只要看看该公司第一季度的大幅盈利就知道了，AMD的收入同比增长93%，达到34.5亿美元。</blockquote></p><p> This top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.</p><p><blockquote>这一营收增长是由计算和图形以及企业、嵌入式和半定制领域收入的增加推动的，这告诉我们该公司的Ryzen、Radeon和EPYC处理器正在迅速下架。</blockquote></p><p> Given that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.</p><p><blockquote>鉴于AMD在第一季度后提高了前瞻性指引，目前预计年销售额增长50%，而之前预期为37%，强劲的盈利势头应该会在帮助该股未来跑赢大盘方面发挥重要作用。</blockquote></p><p> <b>Gaining Market Share from Intel</b></p><p><blockquote><b>从英特尔手中夺取市场份额</b></blockquote></p><p> A few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(<b>INTC</b>).</p><p><blockquote>几年前，很难想象像AMD这样斗志昂扬的芯片制造商会从英特尔这样的科技巨头手中夺取重要的市场份额（<b>INTC</b>).</blockquote></p><p> However, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.</p><p><blockquote>然而，由于英特尔最新一代芯片的生产延迟以及大流行后数据中心销售异常强劲，AMD正在从竞争对手那里获得大量市场份额，并且应该会继续这样做。</blockquote></p><p> AMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.</p><p><blockquote>AMD与英特尔竞争供应数据中心芯片，随着许多公司推进数字化转型，云和企业市场对数据中心芯片的需求很高。</blockquote></p><p> The key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.</p><p><blockquote>英特尔和AMD之间的主要区别在于，英特尔在内部处理芯片的制造，而AMD采用无晶圆厂模式。</blockquote></p><p> That means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) to create its cutting-edge chips instead of handling the manufacturing itself.</p><p><blockquote>这意味着AMD依赖于台积电等第三方代工厂（<b>TSM</b>）来制造其尖端芯片，而不是处理制造本身。</blockquote></p><p> Intel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.</p><p><blockquote>英特尔的芯片制造困境将持续到2022年初，这为AMD提供了一个继续从英特尔手中夺走业务的绝佳机会。</blockquote></p><p> It’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.</p><p><blockquote>值得注意的是，第一季度AMD的数据中心收入翻了一番，而英特尔的数据中心收入下降了20%。</blockquote></p><p> Any further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.</p><p><blockquote>在两家公司于7月底公布第二季度收益后，任何进一步的市场份额转变的证据都可能成为AMD股票的强大催化剂。</blockquote></p><p> <b>Xilinx Acquisition a Potential Game-Changer</b></p><p><blockquote><b>Xilinx收购可能改变游戏规则</b></blockquote></p><p></p><p> High-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx&nbsp;(<b>XLNX</b>) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.</p><p><blockquote>备受瞩目的收购可能会成功，也可能会失败，但投资者肯定会对AMD收购Xilinx的举动感兴趣（<b>XLNX</b>），用于数据中心、机器学习、5G、边缘计算等领域的可编程逻辑芯片的领导者。</blockquote></p><p> The deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.</p><p><blockquote>该交易预计将于今年年底完成，可能正是该股上涨所需的催化剂。</blockquote></p><p> There’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.</p><p><blockquote>这一战略举措有很多值得喜欢的地方，因为它将AMD的潜在市场总额增加到1100亿美元，并且不会给公司的资产负债表增加大量债务。</blockquote></p><p> The deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.</p><p><blockquote>这笔交易可能会改变AMD的游戏规则，因为它将使云数据中心市场实现更多增长，并使公司的收入来源多样化。</blockquote></p><p> Although this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.</p><p><blockquote>尽管这笔交易仍需通过一些监管障碍，但很明显，AMD目前正在产生大量现金，并积极利用这些现金来开发真正行业领先的产品组合。</blockquote></p><p> While AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.</p><p><blockquote>虽然AMD股价可能会在短期内因市场波动而下跌，但跌至200日移动平均线可能最终成为增持股价的好地方，以便在今年晚些时候回升至100美元。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote></title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-20 20:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <a href=\"https://laohu8.com/S/AMD\">AMD</a> shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition.  During periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.</p><p><blockquote><a href=\"https://laohu8.com/S/AMD\">AMD</a>基于该公司预期的强劲销售增长，从英特尔手中夺走市场份额以及潜在的收购，股价可能会升至100美元。在市场波动和广度恶化的时期，就像我们在过去几个交易日中目睹的那样，密切关注最强劲股票的买入机会总是一个好主意。</blockquote></p><p> Getting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.</p><p><blockquote>过于关注指数的涨跌往往会分散投资者对其总体目标的注意力——通过识别具有创新产品和服务的企业来创造长期阿尔法。</blockquote></p><p> For example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.</p><p><blockquote>例如，鉴于所有长期增长动力都在为业内最好的公司创造机会，半导体股票是在市场疲软时寻找买入机会的好地方。</blockquote></p><p> Advanced Micro Devices&nbsp;(<b>AMD</b>)&nbsp;is <a href=\"https://laohu8.com/S/AONE.U\">one</a> chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.</p><p><blockquote>先进微设备公司（<b>AMD</b>）是<a href=\"https://laohu8.com/S/AONE.U\">一</a>芯片股确实脱颖而出，因为其业务有很多特定于其业务的催化剂可以帮助该股在未来几个月上涨。</blockquote></p><p> With substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.</p><p><blockquote>由于对AMD计算机芯片的巨大需求预计将在今年带来强劲的年度销售增长，这是从竞争对手手中夺取市场份额的绝佳机会，而且即将进行潜在的突破性收购，该股很有可能达到每股100美元。比当前的市场走势让您相信的要快。</blockquote></p><p> Let’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.</p><p><blockquote>让我们更深入地了解为什么AMD股票可能在未来几个月内突破世纪大关。</blockquote></p><p> <b>Explosive Growth Across All Business Segments</b></p><p><blockquote><b>各业务板块爆发式增长</b></blockquote></p><p> When you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.</p><p><blockquote>当您考虑依赖AMD高性能芯片的所有不同形式的技术时，很容易认识到这里的机会。</blockquote></p><p> We live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.</p><p><blockquote>我们生活在一个日益以技术为中心的世界，这意味着对计算机、消费电子产品和数据中心等设备的需求正在以惊人的速度增长。</blockquote></p><p> AMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.</p><p><blockquote>AMD设计了为这些设备提供动力的微处理器，该公司目前所有主要业务部门都在经历爆炸性增长。</blockquote></p><p> The company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.</p><p><blockquote>该公司的中央处理器本质上是计算机的大脑，由于数据中心的增长和火热的PC市场，需求强劲。</blockquote></p><p> AMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.</p><p><blockquote>AMD的图形处理单元用于提高渲染图像的速度，提高图像分辨率和色彩清晰度。随着视频游戏和机器学习等高增长的终端市场，这是AMD业务的另一个具有明显上升空间的领域。</blockquote></p><p> For confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.</p><p><blockquote>要证实这是一项全速运转的业务，只要看看该公司第一季度的大幅盈利就知道了，AMD的收入同比增长93%，达到34.5亿美元。</blockquote></p><p> This top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.</p><p><blockquote>这一营收增长是由计算和图形以及企业、嵌入式和半定制领域收入的增加推动的，这告诉我们该公司的Ryzen、Radeon和EPYC处理器正在迅速下架。</blockquote></p><p> Given that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.</p><p><blockquote>鉴于AMD在第一季度后提高了前瞻性指引，目前预计年销售额增长50%，而之前预期为37%，强劲的盈利势头应该会在帮助该股未来跑赢大盘方面发挥重要作用。</blockquote></p><p> <b>Gaining Market Share from Intel</b></p><p><blockquote><b>从英特尔手中夺取市场份额</b></blockquote></p><p> A few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(<b>INTC</b>).</p><p><blockquote>几年前，很难想象像AMD这样斗志昂扬的芯片制造商会从英特尔这样的科技巨头手中夺取重要的市场份额（<b>INTC</b>).</blockquote></p><p> However, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.</p><p><blockquote>然而，由于英特尔最新一代芯片的生产延迟以及大流行后数据中心销售异常强劲，AMD正在从竞争对手那里获得大量市场份额，并且应该会继续这样做。</blockquote></p><p> AMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.</p><p><blockquote>AMD与英特尔竞争供应数据中心芯片，随着许多公司推进数字化转型，云和企业市场对数据中心芯片的需求很高。</blockquote></p><p> The key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.</p><p><blockquote>英特尔和AMD之间的主要区别在于，英特尔在内部处理芯片的制造，而AMD采用无晶圆厂模式。</blockquote></p><p> That means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) to create its cutting-edge chips instead of handling the manufacturing itself.</p><p><blockquote>这意味着AMD依赖于台积电等第三方代工厂（<b>TSM</b>）来制造其尖端芯片，而不是处理制造本身。</blockquote></p><p> Intel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.</p><p><blockquote>英特尔的芯片制造困境将持续到2022年初，这为AMD提供了一个继续从英特尔手中夺走业务的绝佳机会。</blockquote></p><p> It’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.</p><p><blockquote>值得注意的是，第一季度AMD的数据中心收入翻了一番，而英特尔的数据中心收入下降了20%。</blockquote></p><p> Any further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.</p><p><blockquote>在两家公司于7月底公布第二季度收益后，任何进一步的市场份额转变的证据都可能成为AMD股票的强大催化剂。</blockquote></p><p> <b>Xilinx Acquisition a Potential Game-Changer</b></p><p><blockquote><b>Xilinx收购可能改变游戏规则</b></blockquote></p><p></p><p> High-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx&nbsp;(<b>XLNX</b>) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.</p><p><blockquote>备受瞩目的收购可能会成功，也可能会失败，但投资者肯定会对AMD收购Xilinx的举动感兴趣（<b>XLNX</b>），用于数据中心、机器学习、5G、边缘计算等领域的可编程逻辑芯片的领导者。</blockquote></p><p> The deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.</p><p><blockquote>该交易预计将于今年年底完成，可能正是该股上涨所需的催化剂。</blockquote></p><p> There’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.</p><p><blockquote>这一战略举措有很多值得喜欢的地方，因为它将AMD的潜在市场总额增加到1100亿美元，并且不会给公司的资产负债表增加大量债务。</blockquote></p><p> The deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.</p><p><blockquote>这笔交易可能会改变AMD的游戏规则，因为它将使云数据中心市场实现更多增长，并使公司的收入来源多样化。</blockquote></p><p> Although this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.</p><p><blockquote>尽管这笔交易仍需通过一些监管障碍，但很明显，AMD目前正在产生大量现金，并积极利用这些现金来开发真正行业领先的产品组合。</blockquote></p><p> While AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.</p><p><blockquote>虽然AMD股价可能会在短期内因市场波动而下跌，但跌至200日移动平均线可能最终成为增持股价的好地方，以便在今年晚些时候回升至100美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/amd-stock-advanced-micro-devices-trading-072021\">The Street</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":{"AMD":"美国超微公司","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.thestreet.com/investing/amd-stock-advanced-micro-devices-trading-072021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193549178","content_text":"AMD shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition.\n\nDuring periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.\nGetting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.\nFor example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.\nAdvanced Micro Devices (AMD) is one chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.\nWith substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.\nLet’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.\nExplosive Growth Across All Business Segments\nWhen you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.\nWe live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.\nAMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.\nThe company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.\nAMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.\nFor confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.\nThis top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.\nGiven that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.\nGaining Market Share from Intel\nA few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(INTC).\nHowever, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.\nAMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.\nThe key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.\nThat means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing (TSM) to create its cutting-edge chips instead of handling the manufacturing itself.\nIntel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.\nIt’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.\nAny further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.\nXilinx Acquisition a Potential Game-Changer\nHigh-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx (XLNX) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.\nThe deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.\nThere’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.\nThe deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.\nAlthough this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.\nWhile AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.","news_type":1,"symbols_score_info":{"TSM":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171745801,"gmtCreate":1626768684503,"gmtModify":1631889051488,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171745801","repostId":"1104187666","repostType":4,"repost":{"id":"1104187666","kind":"news","pubTimestamp":1626766177,"share":"https://www.laohu8.com/m/news/1104187666?lang=zh_CN&edition=full","pubTime":"2021-07-20 15:29","market":"us","language":"en","title":"Why Nvidia Stock Bounced Back Like a Superball Monday<blockquote>为什么英伟达股价周一像超级球一样反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104187666","media":"Motley Fool","summary":"Morningstar has kind words for Nvidia Monday.\n\nWhat happened\nAfter four straight trading days of unm","content":"<p>  Morningstar has kind words for Nvidia Monday.  <b>What happened</b></p><p><blockquote>晨星周一对英伟达说了好话。<b>发生了什么</b></blockquote></p><p> After four straight trading days of unmitigated selling, shares of graphics and crypto-miningsemiconductormanufacturer&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)&nbsp;reversed course Monday -- and bounced nearly 5%!</p><p><blockquote>经过连续四个交易日的抛售，图形和加密货币挖矿半导体制造商的股票<b>英伟达</b>（纳斯达克：NVDA）周一逆转，反弹近5%！</blockquote></p><p> Of course, those morning gains proved fleeting, but as of 2:15 p.m. EDT, Nvidia stock is still holding onto a respectable 3.3% gain. (And you have to wonder if it might be up even more if the stock market hadn't suddenly gone toheck in a handbasket&nbsp;Monday.)</p><p><blockquote>当然，上午的涨幅转瞬即逝，但截至下午2:15美国东部时间，Nvidia股价仍保持着3.3%的可观涨幅。（你不得不怀疑，如果周一股市没有突然暴跌，股价是否会上涨得更多。）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors can send their thank-you notes directly to Morningstar, which was quoted Monday commenting that \"after taking a fresh look at our thesis on Nvidia, we are raising our moat rating to wide from narrow, thanks to intangible assets related to the design of graphics processing units (GPUs).\"</p><p><blockquote>投资者可以直接向晨星公司发送感谢信，周一援引晨星公司的评论称，“在重新审视我们关于英伟达的论文后，由于与设计相关的无形资产，我们正在将护城河评级从窄提高到宽。图形处理单元(GPU)。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Coming on the heels of similarly positive notes in recent weeks from investment banks including KeyBanc, BMO Capital Markets,and Mizuho, which have posited price targets of anywhere from $900 to $1,000 for Nvidia stock (which only costs about $750 Monday), it seems there's a consensus forming on Wall Street that the time for selling is over, and the time for buying is here -- and maybe they're right.</p><p><blockquote>最近几周，KeyBanc、BMO Capital Markets和Mizuho等投资银行也发表了类似的积极言论，这些银行将Nvidia股票的目标价定为900美元至1,000美元（周一股价仅为750美元左右），华尔街似乎正在形成一种共识，即卖出的时间已经结束，买入的时间已经到来——也许他们是对的。</blockquote></p><p> Nvidia's price strength Monday in the face of a broad stock market collapse certainly suggests that investors are tired ofselling Nvidia stock. But all that being said, when I look at Nvidia's valuation Monday -- 85 times trailing earnings, and even 82 times free cash flow -- I cannot help but think that the stock remains richly priced.</p><p><blockquote>面对股市大范围崩盘，英伟达周一的价格走强无疑表明投资者厌倦了出售英伟达股票。但话虽如此，当我周一看到英伟达的估值——往绩市盈率的85倍，甚至自由现金流的82倍——我不禁认为该股的定价仍然很高。</blockquote></p><p> And Wall Street's optimists notwithstanding, I fear Nvidia stock may still have farther to fall.</p><p><blockquote>尽管华尔街持乐观态度，但我担心英伟达股价可能仍会进一步下跌。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Stock Bounced Back Like a Superball Monday<blockquote>为什么英伟达股价周一像超级球一样反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Bounced Back Like a Superball Monday<blockquote>为什么英伟达股价周一像超级球一样反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-20 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Morningstar has kind words for Nvidia Monday.  <b>What happened</b></p><p><blockquote>晨星周一对英伟达说了好话。<b>发生了什么</b></blockquote></p><p> After four straight trading days of unmitigated selling, shares of graphics and crypto-miningsemiconductormanufacturer&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)&nbsp;reversed course Monday -- and bounced nearly 5%!</p><p><blockquote>经过连续四个交易日的抛售，图形和加密货币挖矿半导体制造商的股票<b>英伟达</b>（纳斯达克：NVDA）周一逆转，反弹近5%！</blockquote></p><p> Of course, those morning gains proved fleeting, but as of 2:15 p.m. EDT, Nvidia stock is still holding onto a respectable 3.3% gain. (And you have to wonder if it might be up even more if the stock market hadn't suddenly gone toheck in a handbasket&nbsp;Monday.)</p><p><blockquote>当然，上午的涨幅转瞬即逝，但截至下午2:15美国东部时间，Nvidia股价仍保持着3.3%的可观涨幅。（你不得不怀疑，如果周一股市没有突然暴跌，股价是否会上涨得更多。）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors can send their thank-you notes directly to Morningstar, which was quoted Monday commenting that \"after taking a fresh look at our thesis on Nvidia, we are raising our moat rating to wide from narrow, thanks to intangible assets related to the design of graphics processing units (GPUs).\"</p><p><blockquote>投资者可以直接向晨星公司发送感谢信，周一援引晨星公司的评论称，“在重新审视我们关于英伟达的论文后，由于与设计相关的无形资产，我们正在将护城河评级从窄提高到宽。图形处理单元(GPU)。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Coming on the heels of similarly positive notes in recent weeks from investment banks including KeyBanc, BMO Capital Markets,and Mizuho, which have posited price targets of anywhere from $900 to $1,000 for Nvidia stock (which only costs about $750 Monday), it seems there's a consensus forming on Wall Street that the time for selling is over, and the time for buying is here -- and maybe they're right.</p><p><blockquote>最近几周，KeyBanc、BMO Capital Markets和Mizuho等投资银行也发表了类似的积极言论，这些银行将Nvidia股票的目标价定为900美元至1,000美元（周一股价仅为750美元左右），华尔街似乎正在形成一种共识，即卖出的时间已经结束，买入的时间已经到来——也许他们是对的。</blockquote></p><p> Nvidia's price strength Monday in the face of a broad stock market collapse certainly suggests that investors are tired ofselling Nvidia stock. But all that being said, when I look at Nvidia's valuation Monday -- 85 times trailing earnings, and even 82 times free cash flow -- I cannot help but think that the stock remains richly priced.</p><p><blockquote>面对股市大范围崩盘，英伟达周一的价格走强无疑表明投资者厌倦了出售英伟达股票。但话虽如此，当我周一看到英伟达的估值——往绩市盈率的85倍，甚至自由现金流的82倍——我不禁认为该股的定价仍然很高。</blockquote></p><p> And Wall Street's optimists notwithstanding, I fear Nvidia stock may still have farther to fall.</p><p><blockquote>尽管华尔街持乐观态度，但我担心英伟达股价可能仍会进一步下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/19/why-nvidia-stock-bounced-back-like-a-superball/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/19/why-nvidia-stock-bounced-back-like-a-superball/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104187666","content_text":"Morningstar has kind words for Nvidia Monday.\n\nWhat happened\nAfter four straight trading days of unmitigated selling, shares of graphics and crypto-miningsemiconductormanufacturer Nvidia(NASDAQ:NVDA) reversed course Monday -- and bounced nearly 5%!\nOf course, those morning gains proved fleeting, but as of 2:15 p.m. EDT, Nvidia stock is still holding onto a respectable 3.3% gain. (And you have to wonder if it might be up even more if the stock market hadn't suddenly gone toheck in a handbasket Monday.)\nSo what\nInvestors can send their thank-you notes directly to Morningstar, which was quoted Monday commenting that \"after taking a fresh look at our thesis on Nvidia, we are raising our moat rating to wide from narrow, thanks to intangible assets related to the design of graphics processing units (GPUs).\"\nNow what\nComing on the heels of similarly positive notes in recent weeks from investment banks including KeyBanc, BMO Capital Markets,and Mizuho, which have posited price targets of anywhere from $900 to $1,000 for Nvidia stock (which only costs about $750 Monday), it seems there's a consensus forming on Wall Street that the time for selling is over, and the time for buying is here -- and maybe they're right.\nNvidia's price strength Monday in the face of a broad stock market collapse certainly suggests that investors are tired ofselling Nvidia stock. But all that being said, when I look at Nvidia's valuation Monday -- 85 times trailing earnings, and even 82 times free cash flow -- I cannot help but think that the stock remains richly priced.\nAnd Wall Street's optimists notwithstanding, I fear Nvidia stock may still have farther to fall.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147593097,"gmtCreate":1626362210919,"gmtModify":1631889051496,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147593097","repostId":"1105855063","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147590827,"gmtCreate":1626362128269,"gmtModify":1631889051501,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147590827","repostId":"1142346792","repostType":4,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147507157,"gmtCreate":1626362082179,"gmtModify":1631889051500,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147507157","repostId":"1131130245","repostType":4,"repost":{"id":"1131130245","kind":"news","pubTimestamp":1626340636,"share":"https://www.laohu8.com/m/news/1131130245?lang=zh_CN&edition=full","pubTime":"2021-07-15 17:17","market":"us","language":"en","title":"Tesla's Powerwall Backlog Exceeds Production Capacity, Musk Says<blockquote>马斯克称特斯拉Powerwall积压订单超过产能</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131130245","media":"Thestreet","summary":"Tesla Chief Executive Elon Musk says his company has a backlog of 80,000 orders, valued at more than","content":"<p>Tesla&nbsp;Chief Executive Elon Musk says his company has a backlog of 80,000 orders, valued at more than $500 million, for its Powerwall home solar-energy-storage system.</p><p><blockquote>特斯拉首席执行官Elon Musk表示，他的公司Powerwall家用太阳能储能系统积压了8万份订单，价值超过5亿美元。</blockquote></p><p> But Musk also said Tesla can produce only 30,000 to 35,000 Powerwalls this quarter.&nbsp;The company says it can't ramp up production to meet demand due to the global chip shortage.</p><p><blockquote>但Musk也表示，特斯拉本季度只能生产3万至3.5万个Powerwalls，该公司表示，由于全球芯片短缺，无法提高产量以满足需求。</blockquote></p><p> CEO Elon Musk made his comments about the backlog yesterday in court, Electrek reports.</p><p><blockquote>据Electrek报道，首席执行官埃隆·马斯克昨天在法庭上就积压订单发表了评论。</blockquote></p><p> Musk was sued by certain Tesla shareholders over the company's acquisition of SolarCity in 2016.</p><p><blockquote>2016年，马斯克因该公司收购SolarCity而被某些特斯拉股东起诉。</blockquote></p><p> The case, in the Court of Chancery in Wilmington, Del., pits Musk against some pension funds and asset managers. They allege that Musk used his control of Tesla to force the electric-vehicle company in 2016 to rescue solar panel maker SolarCity,saving it and Musk's investment in the company from bankruptcy.</p><p><blockquote>该案件在特拉华州威尔明顿的衡平法院审理。，让马斯克与一些养老基金和资产管理公司展开竞争。他们声称，马斯克利用他对特斯拉的控制，在2016年迫使这家电动汽车公司救助太阳能电池板制造商SolarCity，使其和马斯克对该公司的投资免于破产。</blockquote></p><p> The pension funds and asset managers leading the case want Musk to repay to Tesla the cost of the $2.6 billion deal and to disgorge the profits on his SolarCity stock.</p><p><blockquote>主导此案的养老基金和资产管理公司希望马斯克向特斯拉偿还26亿美元交易的成本，并交出马斯克购买SolarCity股票的利润。</blockquote></p><p> Electrek reports that Tesla in about five years deployed the first 100,000 Powerwalls and then deployed 100,000 more over the past year.</p><p><blockquote>Electrek报告称，特斯拉在大约五年内部署了首批100,000个Powerwalls，然后在过去一年又部署了100,000个。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Powerwall Backlog Exceeds Production Capacity, Musk Says<blockquote>马斯克称特斯拉Powerwall积压订单超过产能</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Powerwall Backlog Exceeds Production Capacity, Musk Says<blockquote>马斯克称特斯拉Powerwall积压订单超过产能</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Thestreet</strong><span class=\"h-time small\">2021-07-15 17:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla&nbsp;Chief Executive Elon Musk says his company has a backlog of 80,000 orders, valued at more than $500 million, for its Powerwall home solar-energy-storage system.</p><p><blockquote>特斯拉首席执行官Elon Musk表示，他的公司Powerwall家用太阳能储能系统积压了8万份订单，价值超过5亿美元。</blockquote></p><p> But Musk also said Tesla can produce only 30,000 to 35,000 Powerwalls this quarter.&nbsp;The company says it can't ramp up production to meet demand due to the global chip shortage.</p><p><blockquote>但Musk也表示，特斯拉本季度只能生产3万至3.5万个Powerwalls，该公司表示，由于全球芯片短缺，无法提高产量以满足需求。</blockquote></p><p> CEO Elon Musk made his comments about the backlog yesterday in court, Electrek reports.</p><p><blockquote>据Electrek报道，首席执行官埃隆·马斯克昨天在法庭上就积压订单发表了评论。</blockquote></p><p> Musk was sued by certain Tesla shareholders over the company's acquisition of SolarCity in 2016.</p><p><blockquote>2016年，马斯克因该公司收购SolarCity而被某些特斯拉股东起诉。</blockquote></p><p> The case, in the Court of Chancery in Wilmington, Del., pits Musk against some pension funds and asset managers. They allege that Musk used his control of Tesla to force the electric-vehicle company in 2016 to rescue solar panel maker SolarCity,saving it and Musk's investment in the company from bankruptcy.</p><p><blockquote>该案件在特拉华州威尔明顿的衡平法院审理。，让马斯克与一些养老基金和资产管理公司展开竞争。他们声称，马斯克利用他对特斯拉的控制，在2016年迫使这家电动汽车公司救助太阳能电池板制造商SolarCity，使其和马斯克对该公司的投资免于破产。</blockquote></p><p> The pension funds and asset managers leading the case want Musk to repay to Tesla the cost of the $2.6 billion deal and to disgorge the profits on his SolarCity stock.</p><p><blockquote>主导此案的养老基金和资产管理公司希望马斯克向特斯拉偿还26亿美元交易的成本，并交出马斯克购买SolarCity股票的利润。</blockquote></p><p> Electrek reports that Tesla in about five years deployed the first 100,000 Powerwalls and then deployed 100,000 more over the past year.</p><p><blockquote>Electrek报告称，特斯拉在大约五年内部署了首批100,000个Powerwalls，然后在过去一年又部署了100,000个。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/tesla-powerwall-backlog-exceeds-production-capacity?puc=yahoo&cm_ven=YAHOO\">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":{"TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/investing/tesla-powerwall-backlog-exceeds-production-capacity?puc=yahoo&cm_ven=YAHOO","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131130245","content_text":"Tesla Chief Executive Elon Musk says his company has a backlog of 80,000 orders, valued at more than $500 million, for its Powerwall home solar-energy-storage system.\nBut Musk also said Tesla can produce only 30,000 to 35,000 Powerwalls this quarter. The company says it can't ramp up production to meet demand due to the global chip shortage.\nCEO Elon Musk made his comments about the backlog yesterday in court, Electrek reports.\nMusk was sued by certain Tesla shareholders over the company's acquisition of SolarCity in 2016.\nThe case, in the Court of Chancery in Wilmington, Del., pits Musk against some pension funds and asset managers. They allege that Musk used his control of Tesla to force the electric-vehicle company in 2016 to rescue solar panel maker SolarCity,saving it and Musk's investment in the company from bankruptcy.\nThe pension funds and asset managers leading the case want Musk to repay to Tesla the cost of the $2.6 billion deal and to disgorge the profits on his SolarCity stock.\nElectrek reports that Tesla in about five years deployed the first 100,000 Powerwalls and then deployed 100,000 more over the past year.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147504932,"gmtCreate":1626362031426,"gmtModify":1631889051503,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147504932","repostId":"1140240161","repostType":4,"repost":{"id":"1140240161","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":1626352521,"share":"https://www.laohu8.com/m/news/1140240161?lang=zh_CN&edition=full","pubTime":"2021-07-15 20:35","market":"us","language":"en","title":"U.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周初请失业金人数总计36万，符合预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140240161","media":"Tiger Newspress","summary":"New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic","content":"<p>New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.</p><p><blockquote>随着新增失业率进一步放缓，每周新申请失业救济人数降至2020年3月以来的最低水平，接近大流行前的水平。</blockquote></p><p> The Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p><p><blockquote>美国劳工部于美国东部时间周四上午8:30发布了每周新申请失业救济人数报告。与彭博社编制的共识数据相比，以下是该报告的主要指标：</blockquote></p><p> <ul>  <li><b>Initial jobless claims, week ended July 10:</b>360,000 vs. 350,000 expected and 373,000 during prior week</p><p><blockquote><ul><li><b>截至7月10日当周首次申请失业救济人数：</b>360,000，而预期为350,000，前一周为373,000</li></ul></blockquote></p><p></li>  <li><b>Continuing claims, week ended July 3:</b>3.241 million vs. 3.300 million expected and 3.339 million during prior week</p><p><blockquote><li><b>截至7月3日当周的持续索赔：</b>324.1万，预期330万，前一周333.9万</li></blockquote></p><p></li> </ul> Initial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.</p><p><blockquote>首次申请失业救济人数延续了长达数月的下降趋势，并连续第三周低于40万的重要心理水平。去年7月中旬的同一周，新申请总数为150万份。</blockquote></p><p> Markets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.</p><p><blockquote>市场对索赔消息反应不大，股市期货走低，政府债券收益率在消息发布后小幅下跌。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周初请失业金人数总计36万，符合预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周初请失业金人数总计36万，符合预期</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\">2021-07-15 20:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.</p><p><blockquote>随着新增失业率进一步放缓，每周新申请失业救济人数降至2020年3月以来的最低水平，接近大流行前的水平。</blockquote></p><p> The Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p><p><blockquote>美国劳工部于美国东部时间周四上午8:30发布了每周新申请失业救济人数报告。与彭博社编制的共识数据相比，以下是该报告的主要指标：</blockquote></p><p> <ul>  <li><b>Initial jobless claims, week ended July 10:</b>360,000 vs. 350,000 expected and 373,000 during prior week</p><p><blockquote><ul><li><b>截至7月10日当周首次申请失业救济人数：</b>360,000，而预期为350,000，前一周为373,000</li></ul></blockquote></p><p></li>  <li><b>Continuing claims, week ended July 3:</b>3.241 million vs. 3.300 million expected and 3.339 million during prior week</p><p><blockquote><li><b>截至7月3日当周的持续索赔：</b>324.1万，预期330万，前一周333.9万</li></blockquote></p><p></li> </ul> Initial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.</p><p><blockquote>首次申请失业救济人数延续了长达数月的下降趋势，并连续第三周低于40万的重要心理水平。去年7月中旬的同一周，新申请总数为150万份。</blockquote></p><p> Markets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.</p><p><blockquote>市场对索赔消息反应不大，股市期货走低，政府债券收益率在消息发布后小幅下跌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140240161","content_text":"New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.\nThe Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:\n\nInitial jobless claims, week ended July 10:360,000 vs. 350,000 expected and 373,000 during prior week\nContinuing claims, week ended July 3:3.241 million vs. 3.300 million expected and 3.339 million during prior week\n\nInitial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.\nMarkets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147502439,"gmtCreate":1626361979721,"gmtModify":1631889051504,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147502439","repostId":"2151526974","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147502373,"gmtCreate":1626361935192,"gmtModify":1631889051509,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147502373","repostId":"1127277049","repostType":4,"repost":{"id":"1127277049","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":1626355856,"share":"https://www.laohu8.com/m/news/1127277049?lang=zh_CN&edition=full","pubTime":"2021-07-15 21:30","market":"us","language":"en","title":"Dow opens 100 points lower even as earnings results continue to top expectations<blockquote>尽管盈利结果继续超出预期，道指开盘下跌100点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127277049","media":"Tiger Newspress","summary":"Dow Jones Industrial Average fell Thursday even as second-quarter earnings results continued to beat","content":"<p>Dow Jones Industrial Average fell Thursday even as second-quarter earnings results continued to beat expectations.</p><p><blockquote>尽管第二季度盈利结果继续超出预期，道琼斯工业平均指数周四仍下跌。</blockquote></p><p> The Dow shed about 100 points. The S&amp;P 500 lost around 0.2%. The Nasdaq Composite dipped about 0.2%.</p><p><blockquote>道琼斯指数下跌约100点。标普500下跌约0.2%。纳斯达克综合指数下跌约0.2%。</blockquote></p><p> The slight pullback came with all major stock benchmarks about 1% or less from record highs. The S&amp;P 500 is already up 16% this year in anticipation of a big profit comeback.</p><p><blockquote>所有主要股票基准均较历史高点小幅回调约1%或更少。由于预计利润将大幅回升，标普500今年已上涨16%。</blockquote></p><p> “The market did as well as it did in the past year because it was in anticipation of the improvement in earnings that we’re seeing right now,” Liz Ann Sonders, chief investment strategist at Charles Schwab, said. “A lot of news has been priced in.”</p><p><blockquote>嘉信理财(Charles Schwab)首席投资策略师利兹·安·桑德斯(Liz Ann Sonders)表示：“市场表现与过去一年一样好，因为人们预期我们现在看到的盈利会有所改善。”“很多消息都已经被消化了。”</blockquote></p><p> Shares of Morgan Stanley dipped in early morning trading evenafter the company’s second-quarter earnings report Thursday morning topped analysts’ expectationswith strong equities trading and investment banking results. Morgan Stanley were up 35% this year into the results and the stock may be reacting more to the outlook for yields than its actual results.</p><p><blockquote>摩根士丹利周四上午发布的第二季度收益报告超出了分析师的预期，股票交易和投资银行业绩强劲，该公司股价在早盘交易中下跌。摩根士丹利今年公布业绩后上涨了35%，该股对收益率前景的反应可能大于对实际业绩的反应。</blockquote></p><p> Initial jobless claimsfor the week ending July 10 totaled 360,000, a new pandemic-era low, as expected by economists.</p><p><blockquote>正如经济学家预期的那样，截至7月10日当周首次申请失业救济人数总计36万人，创下大流行时期的新低。</blockquote></p><p> Investors also await a Congressional testimony from Federal Reserve Chair Jerome Powell set for 9:30 a.m. ET.</p><p><blockquote>投资者还在等待美联储主席杰罗姆·鲍威尔定于美国东部时间上午9:30在国会作证。</blockquote></p><p> A rollover in bond yields raised questions about the global economic recovery as variants of Covid-19 spread. The10-year Treasury yieldshed 3 basis points to 1.326%. It ended June at 1.45% and was above 1.70% back in March. Chinaalso reported GDP overnightthat was less than expected.</p><p><blockquote>随着Covid-19变种的传播，债券收益率的翻转引发了人们对全球经济复苏的质疑。10年期国债收益率下跌3个基点至1.326%。6月底为1.45%，高于3月份的1.70%。中国隔夜公布的GDP也低于预期。</blockquote></p><p> The move lower in yields dampened enthusiasm for the cyclical trade in the premarket with shares of Caterpillar, General Electric and Boeing lower. Cyclical stocks are those closely linked to a recovering economy.</p><p><blockquote>收益率走低抑制了盘前周期性交易的热情，卡特彼勒、通用电气和波音的股价走低。周期性股票是那些与经济复苏密切相关的股票。</blockquote></p><p> Bank shares, including Wells Fargo and Bank of America, were lower in premarket, despite posting better-than-expected results earlier in the week, as the falling yields pinch their profitability.</p><p><blockquote>尽管本周早些时候公布了好于预期的业绩，但包括富国银行和美国银行在内的银行股在盘前走低，因为收益率下降挤压了它们的盈利能力。</blockquote></p><p> Delta shares bucked the trend, however, gaining in premarket tradingafter an upgrade from Raymond James.</p><p><blockquote>然而，在雷蒙德·詹姆斯(Raymond James)上调评级后，达美航空股价逆势上涨。</blockquote></p><p> Netflix shares also rose premarket trading, gaining 2% afterit hired a veteran video-game executiveas it pushes deeper into gaming. Other large tech shares were higher in premarket trading, continuing a trend this week. Apple and Alphabet gained in premarket trading.</p><p><blockquote>Netflix股价在盘前交易中也上涨，在聘请了一位经验丰富的视频游戏高管后，该公司进一步进军游戏领域，股价上涨2%。其他大型科技股在盘前交易中走高，延续了本周的趋势。苹果和Alphabet在盘前交易中上涨。</blockquote></p><p> OnWednesday, the Dow rose 44 points, helped by a 2.4% gain in Apple’s stock. The S&amp;P 500 climbed 0.12% after hitting an intraday record earlier in the session. The Nasdaq Composite was the relative underperformer, dipping 0.2%. However, the Nasdaq 100 closed at an all-time high.</p><p><blockquote>周三，受苹果股价上涨2.4%的推动，道琼斯指数上涨44点。标普500在盘中早些时候创下盘中纪录后上涨0.12%。纳斯达克综合指数表现相对不佳，下跌0.2%。然而，纳斯达克100指数收于历史新高。</blockquote></p><p> The small-cap benchmark Russell 2000 lost 1.7% on Thursday, bringing its week-to-date losses to more than 3.4%.</p><p><blockquote>小盘股基准罗素2000指数周四下跌1.7%，本周迄今跌幅超过3.4%。</blockquote></p><p> Fed Chair Powell — in testimony to the House Committee on Financial Services —quelled investors’ fearsabout a rollback of the central bank’s easy policies anytime soon, even in the face of inflation. The&nbsp;producer prices from June&nbsp;showed higher than expected inflation on Thursday.</p><p><blockquote>美联储主席鲍威尔在向众议院金融服务委员会作证时平息了投资者对美联储很快就会缩减宽松政策的担忧，即使面对通胀。周四，6月份的生产者价格显示通胀高于预期。</blockquote></p><p> “Fed chair Powell helped calm fears by again suggesting these bad inflation reports were merely transitory,” said Jim Paulsen, chief investment strategist at the Leuthold Group, noting the drop in bond yields following the hot inflation report. “Evidently, bond investors are buying the Fed’s inflation narrative.”</p><p><blockquote>Leuthold Group首席投资策略师吉姆·保尔森(Jim Paulsen)表示：“美联储主席鲍威尔再次暗示这些糟糕的通胀报告只是暂时的，从而帮助平息了人们的担忧。”他指出，通胀报告发布后债券收益率下降。“显然，债券投资者正在购买美联储的通胀叙事。”</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>Dow opens 100 points lower even as earnings results continue to top expectations<blockquote>尽管盈利结果继续超出预期，道指开盘下跌100点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow opens 100 points lower even as earnings results continue to top expectations<blockquote>尽管盈利结果继续超出预期，道指开盘下跌100点</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\">2021-07-15 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Dow Jones Industrial Average fell Thursday even as second-quarter earnings results continued to beat expectations.</p><p><blockquote>尽管第二季度盈利结果继续超出预期，道琼斯工业平均指数周四仍下跌。</blockquote></p><p> The Dow shed about 100 points. The S&amp;P 500 lost around 0.2%. The Nasdaq Composite dipped about 0.2%.</p><p><blockquote>道琼斯指数下跌约100点。标普500下跌约0.2%。纳斯达克综合指数下跌约0.2%。</blockquote></p><p> The slight pullback came with all major stock benchmarks about 1% or less from record highs. The S&amp;P 500 is already up 16% this year in anticipation of a big profit comeback.</p><p><blockquote>所有主要股票基准均较历史高点小幅回调约1%或更少。由于预计利润将大幅回升，标普500今年已上涨16%。</blockquote></p><p> “The market did as well as it did in the past year because it was in anticipation of the improvement in earnings that we’re seeing right now,” Liz Ann Sonders, chief investment strategist at Charles Schwab, said. “A lot of news has been priced in.”</p><p><blockquote>嘉信理财(Charles Schwab)首席投资策略师利兹·安·桑德斯(Liz Ann Sonders)表示：“市场表现与过去一年一样好，因为人们预期我们现在看到的盈利会有所改善。”“很多消息都已经被消化了。”</blockquote></p><p> Shares of Morgan Stanley dipped in early morning trading evenafter the company’s second-quarter earnings report Thursday morning topped analysts’ expectationswith strong equities trading and investment banking results. Morgan Stanley were up 35% this year into the results and the stock may be reacting more to the outlook for yields than its actual results.</p><p><blockquote>摩根士丹利周四上午发布的第二季度收益报告超出了分析师的预期，股票交易和投资银行业绩强劲，该公司股价在早盘交易中下跌。摩根士丹利今年公布业绩后上涨了35%，该股对收益率前景的反应可能大于对实际业绩的反应。</blockquote></p><p> Initial jobless claimsfor the week ending July 10 totaled 360,000, a new pandemic-era low, as expected by economists.</p><p><blockquote>正如经济学家预期的那样，截至7月10日当周首次申请失业救济人数总计36万人，创下大流行时期的新低。</blockquote></p><p> Investors also await a Congressional testimony from Federal Reserve Chair Jerome Powell set for 9:30 a.m. ET.</p><p><blockquote>投资者还在等待美联储主席杰罗姆·鲍威尔定于美国东部时间上午9:30在国会作证。</blockquote></p><p> A rollover in bond yields raised questions about the global economic recovery as variants of Covid-19 spread. The10-year Treasury yieldshed 3 basis points to 1.326%. It ended June at 1.45% and was above 1.70% back in March. Chinaalso reported GDP overnightthat was less than expected.</p><p><blockquote>随着Covid-19变种的传播，债券收益率的翻转引发了人们对全球经济复苏的质疑。10年期国债收益率下跌3个基点至1.326%。6月底为1.45%，高于3月份的1.70%。中国隔夜公布的GDP也低于预期。</blockquote></p><p> The move lower in yields dampened enthusiasm for the cyclical trade in the premarket with shares of Caterpillar, General Electric and Boeing lower. Cyclical stocks are those closely linked to a recovering economy.</p><p><blockquote>收益率走低抑制了盘前周期性交易的热情，卡特彼勒、通用电气和波音的股价走低。周期性股票是那些与经济复苏密切相关的股票。</blockquote></p><p> Bank shares, including Wells Fargo and Bank of America, were lower in premarket, despite posting better-than-expected results earlier in the week, as the falling yields pinch their profitability.</p><p><blockquote>尽管本周早些时候公布了好于预期的业绩，但包括富国银行和美国银行在内的银行股在盘前走低，因为收益率下降挤压了它们的盈利能力。</blockquote></p><p> Delta shares bucked the trend, however, gaining in premarket tradingafter an upgrade from Raymond James.</p><p><blockquote>然而，在雷蒙德·詹姆斯(Raymond James)上调评级后，达美航空股价逆势上涨。</blockquote></p><p> Netflix shares also rose premarket trading, gaining 2% afterit hired a veteran video-game executiveas it pushes deeper into gaming. Other large tech shares were higher in premarket trading, continuing a trend this week. Apple and Alphabet gained in premarket trading.</p><p><blockquote>Netflix股价在盘前交易中也上涨，在聘请了一位经验丰富的视频游戏高管后，该公司进一步进军游戏领域，股价上涨2%。其他大型科技股在盘前交易中走高，延续了本周的趋势。苹果和Alphabet在盘前交易中上涨。</blockquote></p><p> OnWednesday, the Dow rose 44 points, helped by a 2.4% gain in Apple’s stock. The S&amp;P 500 climbed 0.12% after hitting an intraday record earlier in the session. The Nasdaq Composite was the relative underperformer, dipping 0.2%. However, the Nasdaq 100 closed at an all-time high.</p><p><blockquote>周三，受苹果股价上涨2.4%的推动，道琼斯指数上涨44点。标普500在盘中早些时候创下盘中纪录后上涨0.12%。纳斯达克综合指数表现相对不佳，下跌0.2%。然而，纳斯达克100指数收于历史新高。</blockquote></p><p> The small-cap benchmark Russell 2000 lost 1.7% on Thursday, bringing its week-to-date losses to more than 3.4%.</p><p><blockquote>小盘股基准罗素2000指数周四下跌1.7%，本周迄今跌幅超过3.4%。</blockquote></p><p> Fed Chair Powell — in testimony to the House Committee on Financial Services —quelled investors’ fearsabout a rollback of the central bank’s easy policies anytime soon, even in the face of inflation. The&nbsp;producer prices from June&nbsp;showed higher than expected inflation on Thursday.</p><p><blockquote>美联储主席鲍威尔在向众议院金融服务委员会作证时平息了投资者对美联储很快就会缩减宽松政策的担忧，即使面对通胀。周四，6月份的生产者价格显示通胀高于预期。</blockquote></p><p> “Fed chair Powell helped calm fears by again suggesting these bad inflation reports were merely transitory,” said Jim Paulsen, chief investment strategist at the Leuthold Group, noting the drop in bond yields following the hot inflation report. “Evidently, bond investors are buying the Fed’s inflation narrative.”</p><p><blockquote>Leuthold Group首席投资策略师吉姆·保尔森(Jim Paulsen)表示：“美联储主席鲍威尔再次暗示这些糟糕的通胀报告只是暂时的，从而帮助平息了人们的担忧。”他指出，通胀报告发布后债券收益率下降。“显然，债券投资者正在购买美联储的通胀叙事。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127277049","content_text":"Dow Jones Industrial Average fell Thursday even as second-quarter earnings results continued to beat expectations.\nThe Dow shed about 100 points. The S&P 500 lost around 0.2%. The Nasdaq Composite dipped about 0.2%.\nThe slight pullback came with all major stock benchmarks about 1% or less from record highs. The S&P 500 is already up 16% this year in anticipation of a big profit comeback.\n“The market did as well as it did in the past year because it was in anticipation of the improvement in earnings that we’re seeing right now,” Liz Ann Sonders, chief investment strategist at Charles Schwab, said. “A lot of news has been priced in.”\nShares of Morgan Stanley dipped in early morning trading evenafter the company’s second-quarter earnings report Thursday morning topped analysts’ expectationswith strong equities trading and investment banking results. Morgan Stanley were up 35% this year into the results and the stock may be reacting more to the outlook for yields than its actual results.\nInitial jobless claimsfor the week ending July 10 totaled 360,000, a new pandemic-era low, as expected by economists.\nInvestors also await a Congressional testimony from Federal Reserve Chair Jerome Powell set for 9:30 a.m. ET.\nA rollover in bond yields raised questions about the global economic recovery as variants of Covid-19 spread. The10-year Treasury yieldshed 3 basis points to 1.326%. It ended June at 1.45% and was above 1.70% back in March. Chinaalso reported GDP overnightthat was less than expected.\nThe move lower in yields dampened enthusiasm for the cyclical trade in the premarket with shares of Caterpillar, General Electric and Boeing lower. Cyclical stocks are those closely linked to a recovering economy.\nBank shares, including Wells Fargo and Bank of America, were lower in premarket, despite posting better-than-expected results earlier in the week, as the falling yields pinch their profitability.\nDelta shares bucked the trend, however, gaining in premarket tradingafter an upgrade from Raymond James.\nNetflix shares also rose premarket trading, gaining 2% afterit hired a veteran video-game executiveas it pushes deeper into gaming. Other large tech shares were higher in premarket trading, continuing a trend this week. Apple and Alphabet gained in premarket trading.\nOnWednesday, the Dow rose 44 points, helped by a 2.4% gain in Apple’s stock. The S&P 500 climbed 0.12% after hitting an intraday record earlier in the session. The Nasdaq Composite was the relative underperformer, dipping 0.2%. However, the Nasdaq 100 closed at an all-time high.\nThe small-cap benchmark Russell 2000 lost 1.7% on Thursday, bringing its week-to-date losses to more than 3.4%.\nFed Chair Powell — in testimony to the House Committee on Financial Services —quelled investors’ fearsabout a rollback of the central bank’s easy policies anytime soon, even in the face of inflation. The producer prices from June showed higher than expected inflation on Thursday.\n“Fed chair Powell helped calm fears by again suggesting these bad inflation reports were merely transitory,” said Jim Paulsen, chief investment strategist at the Leuthold Group, noting the drop in bond yields following the hot inflation report. “Evidently, bond investors are buying the Fed’s inflation narrative.”","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":195338329,"gmtCreate":1621256485361,"gmtModify":1631890770061,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195338329","repostId":"2135981077","repostType":2,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":870408293,"gmtCreate":1636640400504,"gmtModify":1636640400650,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/870408293","repostId":"2182055846","repostType":4,"isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176696189,"gmtCreate":1626878628441,"gmtModify":1631889051479,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Good!","listText":"Good!","text":"Good!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176696189","repostId":"1107219983","repostType":4,"isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178943590,"gmtCreate":1626785214310,"gmtModify":1631889051485,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Looking forward to it!","listText":"Looking forward to it!","text":"Looking forward to it!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178943590","repostId":"1193549178","repostType":4,"repost":{"id":"1193549178","kind":"news","pubTimestamp":1626784018,"share":"https://www.laohu8.com/m/news/1193549178?lang=zh_CN&edition=full","pubTime":"2021-07-20 20:26","market":"us","language":"en","title":"Why AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193549178","media":"The Street","summary":"AMD shares could be headed for $100 based on the company's expected strong sales growth, taking mark","content":"<p>  <a href=\"https://laohu8.com/S/AMD\">AMD</a> shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition.  During periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.</p><p><blockquote><a href=\"https://laohu8.com/S/AMD\">AMD</a>基于该公司预期的强劲销售增长，从英特尔手中夺走市场份额以及潜在的收购，股价可能会升至100美元。在市场波动和广度恶化的时期，就像我们在过去几个交易日中目睹的那样，密切关注最强劲股票的买入机会总是一个好主意。</blockquote></p><p> Getting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.</p><p><blockquote>过于关注指数的涨跌往往会分散投资者对其总体目标的注意力——通过识别具有创新产品和服务的企业来创造长期阿尔法。</blockquote></p><p> For example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.</p><p><blockquote>例如，鉴于所有长期增长动力都在为业内最好的公司创造机会，半导体股票是在市场疲软时寻找买入机会的好地方。</blockquote></p><p> Advanced Micro Devices&nbsp;(<b>AMD</b>)&nbsp;is <a href=\"https://laohu8.com/S/AONE.U\">one</a> chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.</p><p><blockquote>先进微设备公司（<b>AMD</b>）是<a href=\"https://laohu8.com/S/AONE.U\">一</a>芯片股确实脱颖而出，因为其业务有很多特定于其业务的催化剂可以帮助该股在未来几个月上涨。</blockquote></p><p> With substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.</p><p><blockquote>由于对AMD计算机芯片的巨大需求预计将在今年带来强劲的年度销售增长，这是从竞争对手手中夺取市场份额的绝佳机会，而且即将进行潜在的突破性收购，该股很有可能达到每股100美元。比当前的市场走势让您相信的要快。</blockquote></p><p> Let’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.</p><p><blockquote>让我们更深入地了解为什么AMD股票可能在未来几个月内突破世纪大关。</blockquote></p><p> <b>Explosive Growth Across All Business Segments</b></p><p><blockquote><b>各业务板块爆发式增长</b></blockquote></p><p> When you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.</p><p><blockquote>当您考虑依赖AMD高性能芯片的所有不同形式的技术时，很容易认识到这里的机会。</blockquote></p><p> We live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.</p><p><blockquote>我们生活在一个日益以技术为中心的世界，这意味着对计算机、消费电子产品和数据中心等设备的需求正在以惊人的速度增长。</blockquote></p><p> AMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.</p><p><blockquote>AMD设计了为这些设备提供动力的微处理器，该公司目前所有主要业务部门都在经历爆炸性增长。</blockquote></p><p> The company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.</p><p><blockquote>该公司的中央处理器本质上是计算机的大脑，由于数据中心的增长和火热的PC市场，需求强劲。</blockquote></p><p> AMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.</p><p><blockquote>AMD的图形处理单元用于提高渲染图像的速度，提高图像分辨率和色彩清晰度。随着视频游戏和机器学习等高增长的终端市场，这是AMD业务的另一个具有明显上升空间的领域。</blockquote></p><p> For confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.</p><p><blockquote>要证实这是一项全速运转的业务，只要看看该公司第一季度的大幅盈利就知道了，AMD的收入同比增长93%，达到34.5亿美元。</blockquote></p><p> This top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.</p><p><blockquote>这一营收增长是由计算和图形以及企业、嵌入式和半定制领域收入的增加推动的，这告诉我们该公司的Ryzen、Radeon和EPYC处理器正在迅速下架。</blockquote></p><p> Given that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.</p><p><blockquote>鉴于AMD在第一季度后提高了前瞻性指引，目前预计年销售额增长50%，而之前预期为37%，强劲的盈利势头应该会在帮助该股未来跑赢大盘方面发挥重要作用。</blockquote></p><p> <b>Gaining Market Share from Intel</b></p><p><blockquote><b>从英特尔手中夺取市场份额</b></blockquote></p><p> A few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(<b>INTC</b>).</p><p><blockquote>几年前，很难想象像AMD这样斗志昂扬的芯片制造商会从英特尔这样的科技巨头手中夺取重要的市场份额（<b>INTC</b>).</blockquote></p><p> However, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.</p><p><blockquote>然而，由于英特尔最新一代芯片的生产延迟以及大流行后数据中心销售异常强劲，AMD正在从竞争对手那里获得大量市场份额，并且应该会继续这样做。</blockquote></p><p> AMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.</p><p><blockquote>AMD与英特尔竞争供应数据中心芯片，随着许多公司推进数字化转型，云和企业市场对数据中心芯片的需求很高。</blockquote></p><p> The key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.</p><p><blockquote>英特尔和AMD之间的主要区别在于，英特尔在内部处理芯片的制造，而AMD采用无晶圆厂模式。</blockquote></p><p> That means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) to create its cutting-edge chips instead of handling the manufacturing itself.</p><p><blockquote>这意味着AMD依赖于台积电等第三方代工厂（<b>TSM</b>）来制造其尖端芯片，而不是处理制造本身。</blockquote></p><p> Intel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.</p><p><blockquote>英特尔的芯片制造困境将持续到2022年初，这为AMD提供了一个继续从英特尔手中夺走业务的绝佳机会。</blockquote></p><p> It’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.</p><p><blockquote>值得注意的是，第一季度AMD的数据中心收入翻了一番，而英特尔的数据中心收入下降了20%。</blockquote></p><p> Any further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.</p><p><blockquote>在两家公司于7月底公布第二季度收益后，任何进一步的市场份额转变的证据都可能成为AMD股票的强大催化剂。</blockquote></p><p> <b>Xilinx Acquisition a Potential Game-Changer</b></p><p><blockquote><b>Xilinx收购可能改变游戏规则</b></blockquote></p><p></p><p> High-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx&nbsp;(<b>XLNX</b>) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.</p><p><blockquote>备受瞩目的收购可能会成功，也可能会失败，但投资者肯定会对AMD收购Xilinx的举动感兴趣（<b>XLNX</b>），用于数据中心、机器学习、5G、边缘计算等领域的可编程逻辑芯片的领导者。</blockquote></p><p> The deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.</p><p><blockquote>该交易预计将于今年年底完成，可能正是该股上涨所需的催化剂。</blockquote></p><p> There’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.</p><p><blockquote>这一战略举措有很多值得喜欢的地方，因为它将AMD的潜在市场总额增加到1100亿美元，并且不会给公司的资产负债表增加大量债务。</blockquote></p><p> The deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.</p><p><blockquote>这笔交易可能会改变AMD的游戏规则，因为它将使云数据中心市场实现更多增长，并使公司的收入来源多样化。</blockquote></p><p> Although this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.</p><p><blockquote>尽管这笔交易仍需通过一些监管障碍，但很明显，AMD目前正在产生大量现金，并积极利用这些现金来开发真正行业领先的产品组合。</blockquote></p><p> While AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.</p><p><blockquote>虽然AMD股价可能会在短期内因市场波动而下跌，但跌至200日移动平均线可能最终成为增持股价的好地方，以便在今年晚些时候回升至100美元。</blockquote></p><p></p>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote></title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy AMD Stock Is Headed for $100<blockquote>为什么AMD股价将升至100美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-20 20:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  <a href=\"https://laohu8.com/S/AMD\">AMD</a> shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition.  During periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.</p><p><blockquote><a href=\"https://laohu8.com/S/AMD\">AMD</a>基于该公司预期的强劲销售增长，从英特尔手中夺走市场份额以及潜在的收购，股价可能会升至100美元。在市场波动和广度恶化的时期，就像我们在过去几个交易日中目睹的那样，密切关注最强劲股票的买入机会总是一个好主意。</blockquote></p><p> Getting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.</p><p><blockquote>过于关注指数的涨跌往往会分散投资者对其总体目标的注意力——通过识别具有创新产品和服务的企业来创造长期阿尔法。</blockquote></p><p> For example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.</p><p><blockquote>例如，鉴于所有长期增长动力都在为业内最好的公司创造机会，半导体股票是在市场疲软时寻找买入机会的好地方。</blockquote></p><p> Advanced Micro Devices&nbsp;(<b>AMD</b>)&nbsp;is <a href=\"https://laohu8.com/S/AONE.U\">one</a> chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.</p><p><blockquote>先进微设备公司（<b>AMD</b>）是<a href=\"https://laohu8.com/S/AONE.U\">一</a>芯片股确实脱颖而出，因为其业务有很多特定于其业务的催化剂可以帮助该股在未来几个月上涨。</blockquote></p><p> With substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.</p><p><blockquote>由于对AMD计算机芯片的巨大需求预计将在今年带来强劲的年度销售增长，这是从竞争对手手中夺取市场份额的绝佳机会，而且即将进行潜在的突破性收购，该股很有可能达到每股100美元。比当前的市场走势让您相信的要快。</blockquote></p><p> Let’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.</p><p><blockquote>让我们更深入地了解为什么AMD股票可能在未来几个月内突破世纪大关。</blockquote></p><p> <b>Explosive Growth Across All Business Segments</b></p><p><blockquote><b>各业务板块爆发式增长</b></blockquote></p><p> When you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.</p><p><blockquote>当您考虑依赖AMD高性能芯片的所有不同形式的技术时，很容易认识到这里的机会。</blockquote></p><p> We live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.</p><p><blockquote>我们生活在一个日益以技术为中心的世界，这意味着对计算机、消费电子产品和数据中心等设备的需求正在以惊人的速度增长。</blockquote></p><p> AMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.</p><p><blockquote>AMD设计了为这些设备提供动力的微处理器，该公司目前所有主要业务部门都在经历爆炸性增长。</blockquote></p><p> The company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.</p><p><blockquote>该公司的中央处理器本质上是计算机的大脑，由于数据中心的增长和火热的PC市场，需求强劲。</blockquote></p><p> AMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.</p><p><blockquote>AMD的图形处理单元用于提高渲染图像的速度，提高图像分辨率和色彩清晰度。随着视频游戏和机器学习等高增长的终端市场，这是AMD业务的另一个具有明显上升空间的领域。</blockquote></p><p> For confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.</p><p><blockquote>要证实这是一项全速运转的业务，只要看看该公司第一季度的大幅盈利就知道了，AMD的收入同比增长93%，达到34.5亿美元。</blockquote></p><p> This top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.</p><p><blockquote>这一营收增长是由计算和图形以及企业、嵌入式和半定制领域收入的增加推动的，这告诉我们该公司的Ryzen、Radeon和EPYC处理器正在迅速下架。</blockquote></p><p> Given that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.</p><p><blockquote>鉴于AMD在第一季度后提高了前瞻性指引，目前预计年销售额增长50%，而之前预期为37%，强劲的盈利势头应该会在帮助该股未来跑赢大盘方面发挥重要作用。</blockquote></p><p> <b>Gaining Market Share from Intel</b></p><p><blockquote><b>从英特尔手中夺取市场份额</b></blockquote></p><p> A few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(<b>INTC</b>).</p><p><blockquote>几年前，很难想象像AMD这样斗志昂扬的芯片制造商会从英特尔这样的科技巨头手中夺取重要的市场份额（<b>INTC</b>).</blockquote></p><p> However, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.</p><p><blockquote>然而，由于英特尔最新一代芯片的生产延迟以及大流行后数据中心销售异常强劲，AMD正在从竞争对手那里获得大量市场份额，并且应该会继续这样做。</blockquote></p><p> AMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.</p><p><blockquote>AMD与英特尔竞争供应数据中心芯片，随着许多公司推进数字化转型，云和企业市场对数据中心芯片的需求很高。</blockquote></p><p> The key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.</p><p><blockquote>英特尔和AMD之间的主要区别在于，英特尔在内部处理芯片的制造，而AMD采用无晶圆厂模式。</blockquote></p><p> That means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing&nbsp;(<b>TSM</b>) to create its cutting-edge chips instead of handling the manufacturing itself.</p><p><blockquote>这意味着AMD依赖于台积电等第三方代工厂（<b>TSM</b>）来制造其尖端芯片，而不是处理制造本身。</blockquote></p><p> Intel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.</p><p><blockquote>英特尔的芯片制造困境将持续到2022年初，这为AMD提供了一个继续从英特尔手中夺走业务的绝佳机会。</blockquote></p><p> It’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.</p><p><blockquote>值得注意的是，第一季度AMD的数据中心收入翻了一番，而英特尔的数据中心收入下降了20%。</blockquote></p><p> Any further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.</p><p><blockquote>在两家公司于7月底公布第二季度收益后，任何进一步的市场份额转变的证据都可能成为AMD股票的强大催化剂。</blockquote></p><p> <b>Xilinx Acquisition a Potential Game-Changer</b></p><p><blockquote><b>Xilinx收购可能改变游戏规则</b></blockquote></p><p></p><p> High-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx&nbsp;(<b>XLNX</b>) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.</p><p><blockquote>备受瞩目的收购可能会成功，也可能会失败，但投资者肯定会对AMD收购Xilinx的举动感兴趣（<b>XLNX</b>），用于数据中心、机器学习、5G、边缘计算等领域的可编程逻辑芯片的领导者。</blockquote></p><p> The deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.</p><p><blockquote>该交易预计将于今年年底完成，可能正是该股上涨所需的催化剂。</blockquote></p><p> There’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.</p><p><blockquote>这一战略举措有很多值得喜欢的地方，因为它将AMD的潜在市场总额增加到1100亿美元，并且不会给公司的资产负债表增加大量债务。</blockquote></p><p> The deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.</p><p><blockquote>这笔交易可能会改变AMD的游戏规则，因为它将使云数据中心市场实现更多增长，并使公司的收入来源多样化。</blockquote></p><p> Although this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.</p><p><blockquote>尽管这笔交易仍需通过一些监管障碍，但很明显，AMD目前正在产生大量现金，并积极利用这些现金来开发真正行业领先的产品组合。</blockquote></p><p> While AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.</p><p><blockquote>虽然AMD股价可能会在短期内因市场波动而下跌，但跌至200日移动平均线可能最终成为增持股价的好地方，以便在今年晚些时候回升至100美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/amd-stock-advanced-micro-devices-trading-072021\">The Street</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":{"AMD":"美国超微公司","TSM":"台积电","INTC":"英特尔"},"source_url":"https://www.thestreet.com/investing/amd-stock-advanced-micro-devices-trading-072021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193549178","content_text":"AMD shares could be headed for $100 based on the company's expected strong sales growth, taking market share away from Intel and a potential acquisition.\n\nDuring periods of market volatility and deteriorating breadth like we have witnessed over the past few trading sessions, it’s always a good idea to keep an eye out for buying opportunities in the strongest stocks.\nGetting too caught up in the ebbs and flows of the indices tends to distract investors from their overall goal - generating long-term alpha by identifying businesses with innovative products and services.\nFor example, semiconductor stocks are a great place to look for buying opportunities on market weakness given all of the secular growth drivers that are creating opportunities for the best companies in the industry.\nAdvanced Micro Devices (AMD) is one chip stock that really stands out, as there are plenty of catalysts specific to its business that couldhelp the stock rallyin the coming months.\nWith substantial demand for AMD’s computer chips expected to deliver strong annual sales growth this year, a fantastic opportunity to take market share away from a rival, and a potentially groundbreaking acquisition on the horizon, there’s a good chance this stock is headed for $100 a share sooner than the current market action would lead you to believe.\nLet’s take a deeper look at why AMD stock could be on its way toward passing the century mark in the coming months.\nExplosive Growth Across All Business Segments\nWhen you consider all of the different forms of technology that rely on AMD’s high-powered chips, it’s easy to recognize the opportunity here.\nWe live in an increasingly tech-centric world, which means that the need for devices such as computers, consumer electronics and data centers is increasing at an astounding pace.\nAMD designs the microprocessors that power these devices, and the company isexperiencing explosive growthacross all of its major business segments at this time.\nThe company’s central processing units are essentially the brain of a computer and are seeing heavy demand thanks to data center growth and a red hot PC market.\nAMD’s graphics processing units are used to increase the speed of rendering images and improve image resolution and color definition. With high growth end markets like video games and machine learning, this is another area of AMD’s business with clear upside.\nFor confirmation that this is a business firing on all cylinders, look no further than the company’s massive first-quarter earnings beat, as AMD’s revenue improved by 93% year over year to reach $3.45 billion.\nThis top-line growth was driven by higher revenue in computing and graphics and enterprise, embedded and semi-custom segments, which tells us that the company’s Ryzen, Radeon and EPYC processors are flying off the shelves.\nGiven that AMD boosted its forward guidance after the first quarter and now anticipates 50% annual sales growth vs. the previously anticipated 37%, the strong earnings momentum here should play a big part in helping the stock outperform going forward.\nGaining Market Share from Intel\nA few years back, it was hard to envision a scrappy chipmaker like AMD taking significant market share from a tech powerhouse like Intel(INTC).\nHowever, thanks to a delay in the production of Intel’s newest generation of chips and incredibly strong data center sales in wake of the pandemic, AMD isgaining significant market sharefrom its competitor and should continue to do so going forward.\nAMD competes with Intel to supply data center chips, which are in high demand across the cloud and enterprise markets with so many companies moving forward with their digital transformations.\nThe key difference between Intel and AMD here is that Intel handles the manufacturing of its chips in-house, while AMD operates with a fabless model.\nThat means AMD relies on third-party foundries like Taiwan Semiconductor Manufacturing (TSM) to create its cutting-edge chips instead of handling the manufacturing itself.\nIntel’s chip manufacturing woes will last until early 2022, which provides AMD a nice window of opportunity to continue taking business away from Intel.\nIt’s worth noting that in the first quarter, AMD’s data center revenue doubled while Intel’s data center revenue declined by 20%.\nAny further evidence of this shift in market share after both companies report their second-quarter earnings in late July could be a strong catalyst for AMD stock.\nXilinx Acquisition a Potential Game-Changer\nHigh-profile acquisitions can be hit or miss, but investors should certainly be intrigued byAMD’s move to acquire Xilinx (XLNX) , the leader in programmable logic chips that are used in data centers, machine learning, 5G, edge computing, and more.\nThe deal is expected to close by the end of the year and could be just the catalyst the stock needs to get going.\nThere’s a lot to like about this strategic move, as it increases AMD’s total addressable market to $110 billion and won’t add a ton of debt to the company’s balance sheet.\nThe deal could be a game-changer for AMD, as it will allow for more growth in the cloud data center market and diversify the company’s revenue streams.\nAlthough this deal still has to pass a few regulatory hurdles, it’s clear that AMD is currently generating a ton of cash and using it aggressively to develop a true industry-leading product portfolio.\nWhile AMD stock might drop in the short term amid market volatility, a dip to the 200-day moving average could end up being a great place to add shares for a move back to $100 later this year.","news_type":1,"symbols_score_info":{"TSM":0.9,"INTC":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147593097,"gmtCreate":1626362210919,"gmtModify":1631889051496,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147593097","repostId":"1105855063","repostType":4,"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147504932,"gmtCreate":1626362031426,"gmtModify":1631889051503,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147504932","repostId":"1140240161","repostType":4,"repost":{"id":"1140240161","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":1626352521,"share":"https://www.laohu8.com/m/news/1140240161?lang=zh_CN&edition=full","pubTime":"2021-07-15 20:35","market":"us","language":"en","title":"U.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周初请失业金人数总计36万，符合预期</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140240161","media":"Tiger Newspress","summary":"New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic","content":"<p>New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.</p><p><blockquote>随着新增失业率进一步放缓，每周新申请失业救济人数降至2020年3月以来的最低水平，接近大流行前的水平。</blockquote></p><p> The Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p><p><blockquote>美国劳工部于美国东部时间周四上午8:30发布了每周新申请失业救济人数报告。与彭博社编制的共识数据相比，以下是该报告的主要指标：</blockquote></p><p> <ul>  <li><b>Initial jobless claims, week ended July 10:</b>360,000 vs. 350,000 expected and 373,000 during prior week</p><p><blockquote><ul><li><b>截至7月10日当周首次申请失业救济人数：</b>360,000，而预期为350,000，前一周为373,000</li></ul></blockquote></p><p></li>  <li><b>Continuing claims, week ended July 3:</b>3.241 million vs. 3.300 million expected and 3.339 million during prior week</p><p><blockquote><li><b>截至7月3日当周的持续索赔：</b>324.1万，预期330万，前一周333.9万</li></blockquote></p><p></li> </ul> Initial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.</p><p><blockquote>首次申请失业救济人数延续了长达数月的下降趋势，并连续第三周低于40万的重要心理水平。去年7月中旬的同一周，新申请总数为150万份。</blockquote></p><p> Markets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.</p><p><blockquote>市场对索赔消息反应不大，股市期货走低，政府债券收益率在消息发布后小幅下跌。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周初请失业金人数总计36万，符合预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. weekly jobless claims total 360,000, as expected<blockquote>美国每周初请失业金人数总计36万，符合预期</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\">2021-07-15 20:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.</p><p><blockquote>随着新增失业率进一步放缓，每周新申请失业救济人数降至2020年3月以来的最低水平，接近大流行前的水平。</blockquote></p><p> The Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:</p><p><blockquote>美国劳工部于美国东部时间周四上午8:30发布了每周新申请失业救济人数报告。与彭博社编制的共识数据相比，以下是该报告的主要指标：</blockquote></p><p> <ul>  <li><b>Initial jobless claims, week ended July 10:</b>360,000 vs. 350,000 expected and 373,000 during prior week</p><p><blockquote><ul><li><b>截至7月10日当周首次申请失业救济人数：</b>360,000，而预期为350,000，前一周为373,000</li></ul></blockquote></p><p></li>  <li><b>Continuing claims, week ended July 3:</b>3.241 million vs. 3.300 million expected and 3.339 million during prior week</p><p><blockquote><li><b>截至7月3日当周的持续索赔：</b>324.1万，预期330万，前一周333.9万</li></blockquote></p><p></li> </ul> Initial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.</p><p><blockquote>首次申请失业救济人数延续了长达数月的下降趋势，并连续第三周低于40万的重要心理水平。去年7月中旬的同一周，新申请总数为150万份。</blockquote></p><p> Markets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.</p><p><blockquote>市场对索赔消息反应不大，股市期货走低，政府债券收益率在消息发布后小幅下跌。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140240161","content_text":"New weekly jobless claims fell to the lowest level since March 2020, closing back in on pre-pandemic levels as the rate of new joblessness slowed further.\nThe Department of Labor released its weekly report on new jobless claims Thursday at 8:30 a.m. ET. Here were the main metrics from the report, compared to consensus data compiled by Bloomberg:\n\nInitial jobless claims, week ended July 10:360,000 vs. 350,000 expected and 373,000 during prior week\nContinuing claims, week ended July 3:3.241 million vs. 3.300 million expected and 3.339 million during prior week\n\nInitial unemployment claims extended a months-long downward trend and came in below the psychologically important 400,000 level for a third straight week. During the comparable week in mid-July last year, new filings totaled 1.5 million.\nMarkets reacted little to the claims news, with stock market futures pointing lower and government bond yields edging down following the release.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":873086765,"gmtCreate":1636799559593,"gmtModify":1636799559692,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Likr","listText":"Likr","text":"Likr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/873086765","repostId":"1129543601","repostType":4,"repost":{"id":"1129543601","kind":"news","pubTimestamp":1636770982,"share":"https://www.laohu8.com/m/news/1129543601?lang=zh_CN&edition=full","pubTime":"2021-11-13 10:36","market":"us","language":"en","title":"Palantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129543601","media":"Seeking Alpha","summary":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Palantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</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: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">\nPalantir: Q3 Beat, Increased FCF, Raises Guidance But Sells Off Creating An Opportunity<blockquote>Palantir：第三季度表现良好，自由现金流增加，提高指引但抛售创造了机会</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\">2021-11-13 10:36</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 delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.</li>  <li>Palantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.</li>  <li>Palantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.</li>  <li>Palantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd5d395baf412802ef5e554f0efa64b\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>Andreas Rentz/Getty Images Entertainment</span></p><p><blockquote><ul><li>Palantir的收入环比增长36%，同时产生1.19亿美元的自由现金流，利润率为30%。</li><li>Palantir第三季度商业收入同比增长37%，政府收入同比增长34%，显示出强劲的前瞻性增长趋势。</li><li>Palantir在2021年第三季度完成了54笔交易，合同价值至少为100万美元，其中33笔价值超过500万美元，18笔价值超过1000万美元。</li><li>Palantir再次上调指引，预计收入同比增长40%，达到15.27亿美元，自由现金流为4亿美元，高于之前指引的3亿美元。</li></ul><p class=\"t-img-caption\"><span>安德烈亚斯·伦茨/盖蒂图片社娱乐</span></p></blockquote></p><p> Some investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.</p><p><blockquote>一些投资者又爱又恨Palantir(PLTR)，它过去被昵称为黑匣子公司，而另一些投资者则绝对喜欢它，因为他们相信PLTR的软件是未来。在我之前关于PLTR的文章中，我表示，根据PLTR当前的收入趋势，他们计划在第三季度实现3.9941亿美元的收入，在第四季度实现4.2322亿美元的收入。市场普遍认为第三季度的收入为3.8656亿美元，PLTR在2021年第四季度实现了3.921亿美元，预测为4.18亿美元。当进行盈利看涨期权时，盘前的反应只不过是PLTR急剧下跌的红海，每次试图填补缺口时，螺旋式下降的下一阶段就开始了。这个消息甚至还没有被消化，但人们决定要么获利了结，要么退出头寸，要么对PLTR失去信心。</blockquote></p><p> What wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.</p><p><blockquote>财报中有什么不让人喜欢的地方导致了一直徘徊在-9.03%区间的抛售？PLTR收入同比增长36%，第三季度增加了34个新客户，并完成了54笔价值100万美元或以上的交易。PLTR的剩余交易价值同比增加了50%，达到36亿美元，并提供了1.01亿美元的运营现金（利润率26%）和1.99亿美元的自由现金流（利润率30%）。PLTR还提高了2021年的指导，因为他们现在预计收入同比增长40%，而之前的预测为30%，并将自由现金流预测从3亿美元提高到4亿美元。除了这些数字之外，PLTR还宣布了新的产品平台和用例，这些平台和用例在未来推动收入和自由现金流方面具有巨大潜力。我相信这次抛售将是短暂的，我将其视为买入机会。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8cfe1dd0e9b2c6a24ce3cb94bcfda56c\" tg-width=\"640\" tg-height=\"341\" width=\"100%\" height=\"auto\"><span>(Source: Seeking Alpha)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：寻求阿尔法）</span></p></blockquote></p><p> <b>Palantir's revenue continues to expand on both the commercial and government side</b></p><p><blockquote><b>Palantir在商业和政府方面的收入持续扩张</b></blockquote></p><p> Quarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.</p><p><blockquote>自PLTR上市以来，他们的商业业务逐季扩张。上市五个季度后，PLTR的季度商业收入增长了6200万美元，增幅为55.36%。2021年第三季度，PLTR的商业运营收入为1.74亿美元，占其3.921亿美元季度收入的44.38%。过去两年，PLTR第三季度收入增长了85.11%，其中2020年第三季度同比增长35.11%，2021年第三季度同比增长37.01%。PLTR的商业剩余交易价值同比增长101%，从2020年第三季度的11亿美元增至2021年第三季度的22亿美元。商业客户邀请PLTR展示他们的软件解决方案，PLTR正在赢得他们的业务。2021年第三季度，PLTR净新增34家新客户，商业客户群环比增加20%，达到203家。过去一年，PLTR的商业客户群扩大了46.04%，客户数量从139个增加到203个，增加了64个。任何仍然将PLTR归类为黑匣子的人都是不准确的，因为商业市场正在了解PLTR的软件平台并实施其解决方案以改善其运营。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa4084630f4e4be30a41c925c5a3fd0a\" tg-width=\"640\" tg-height=\"374\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> Since Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.</p><p><blockquote>自2020年第一季度以来，PLTR的季度收入增加了1.631亿美元（71.23%），平均季度环比增长率为9.43%。2021年第三季度，这一趋势保持不变，收入环比增长1610万美元，即4.28%。虽然与2021年第二季度的10.26%相比，季度收入增长环比略有放缓，但PLTR预计2021年第四季度收入将为4.18亿美元。PLTR预计将再创公司纪录，并在年底实现2590万美元（6.61%）的环比增长。</blockquote></p><p></p><p> The same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)</p><p><blockquote>同样的增长故事也适用于他们过去12个月(TTM)的总收入。在过去六个季度中，PLTR的TTM收入从8.106亿美元增加到14.3亿美元，增加了6.206亿美元（76.55%）。平均而言，PLTR的TTM收入环比增长1.0342亿美元（9.94%）。在Q1 2020-2020年第三季度，他们的平均环比收入增长为9403万美元，这一数字大幅增长，因为过去三个季度环比增长了至少1.05亿美元。2021年第三季度，PLTR的TTM收入增加至14.3亿美元，环比收入增长1.068亿美元（8.06%）。就像季度指标一样，PLTR的TTM预计将环比增长9590万美元，达到15.27亿美元，而市场普遍预期为15.1亿美元。这将使PLTR的年收入同比增长远高于30%的预测，因为到2021年，他们的收入将增加4.343亿美元(39.75%)</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0ec6211d7ecb04785f406c7661c9124\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：Palantir）</span></p></blockquote></p><p> I am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.</p><p><blockquote>我很震惊PLTR仍然处于亏损状态。PLTR是一家高增长公司，目前自由现金流为正，并正在扩大其指标。2020年前9个月，PLTR产生了-2.85亿美元的自由现金流，截至2021年前9个月末，PLTR实现了6.05亿美元的波动，年初至今已产生了3.2亿美元的自由现金流。PLTR此前将2021年自由现金流指引提高至300美元，而他们刚刚再次将其提高至4亿美元以上。在三个月的时间里，PLTR将其自由现金流预测额外增加了33.33%。第三季度，PLTR的自由现金流利润率为30%，预计2021年自由现金流将超过4亿美元。至少，这意味着他们将在2021年额外增加8000万美元的自由现金流。如果PLTR实现15.27亿美元的收入和4亿美元的自由现金流，其2021年的自由现金流利润率将为26.2%。PLTR仍预计到2025年年收入将同比增长30%，根据2021年1.527美元的预测，2025年收入将达到43.6亿美元。按照PLTR目前的自由现金流利润率，他们将在2025年产生11.4亿美元的自由现金流。考虑到PLTR目前的趋势，如果他们超出预测并同比增长35%，那么他们2025年的收入将达到50.7亿美元。按照目前的自由现金流利润率，到2025年，他们将产生13.3亿美元的自由现金流。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87cff0d5c5ef70ea6926a1323c77bfe4\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"><span>(Source: PLTR)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：PLTR）</span></p></blockquote></p><p> PLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.</p><p><blockquote>PLTR正在全速点火。第三季度收入同比增长36%，第二次将自由现金流指引从3亿美元上调至4亿美元以上，并将年收入增长指引从30%上调至约40%。PLTR仍维持每年30%的未来收入前景，并创造了一些令人印象深刻的利润。第三季度PLTR的商业收入同比增长37%，政府收入同比增长34%。PLTR在第三季度完成了至少54笔价值至少100万美元的交易，其中33笔收入至少500万美元，18笔收入至少1000万美元。PLTR的增长指标令人印象深刻，我预计它们未来将低于承诺并超额交付。</blockquote></p><p> <b>Palantir is entering two new sectors that are going to be huge, carbon emissions, and crypto</b></p><p><blockquote><b>Palantir正在进入两个巨大的新领域：碳排放和加密货币</b></blockquote></p><p> In the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.</p><p><blockquote>过去，我曾写过有关政府、亚马逊（纳斯达克股票代码：AMZN）和国际商业机器公司（纽约证券交易所股票代码：IBM）未来机遇的文章。在今天的收益看涨期权上，PLTR介绍了有关他们将为碳排放和加密货币提供的两种新产品的重要信息。</blockquote></p><p></p><p> There has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as&nbsp;Exxon Mobil(NYSE:XOM)&nbsp;are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to&nbsp;scrub emissions out of the air&nbsp;and carbonate fuel cells&nbsp;to capture industrial emissions&nbsp;from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.</p><p><blockquote>美国在气候问题上发生了根本性转变，拜登总统重新加入了《巴黎协定》，重新参与应对气候变化。该计划的一部分是到2050年实现整个经济的净零排放。最近，拜登总统在苏格兰格拉斯哥举行的联合国气候峰会上承诺与欧盟和其他数十个国家合作，到2030年将全球甲烷总排放量减少30%。无论你对气候的立场是什么，有许多人认为我们需要降低排放，许多国家正在朝着一个目标努力。为了遵守规定，埃克森美孚（纽约证券交易所股票代码：XOM）等公司正在与外部组织对几项有前途的创新进行长期研究，包括用于清除空气中排放物的直接空气捕获技术和用于捕获烟道中工业排放的碳酸盐燃料电池发电厂或制造设施的气流。碳排放管理已经是一项蓬勃发展的业务，PLTR正在Foundry上创建一个模块，以提供一个单一的窗格来查看收入、利润、生产和所有排放，以便公司可以更有效地管理结果。就我个人而言，我相信这对于推动PLTR未来的收入具有巨大的潜力。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2386d938e7f452a340dbb130de508f6\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> The second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN)&nbsp;is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.</p><p><blockquote>PLTR讨论的第二个巨大前景是加密货币代工。看起来PLTR正在利用他们的反洗钱和了解你的客户的专业知识。多年来，PLTR一直与多个政府合作，寻找全球最大银行的合规问题，并帮助这些银行应对和加强其合规计划。这是完全有道理的，当您回到合同时，PLTR已获得IRS和SEC的授予（在之前的文章中讨论过）。仅在第三季度，PLTR就与IRS签署了6份合同。如果让我猜的话，PLTR的软件将被IRS和SEC在政府方面使用，并被银行和加密货币交易所在商业方面采用。目前，在过去24小时内，Coinbase（纳斯达克：COIN）显示比特币（BTC-USD）的交易量为438亿美元。我认为PLTR最终将从其加密货币代工厂的政府和商业合同中获得未来的收入。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c762e27799c80dbaa9914bb98a6a10\" tg-width=\"624\" tg-height=\"234\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Steven Fiorillo）（数据来源：联邦采购数据库）</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/005d57c6c5c926b35eac100fa35c7415\" tg-width=\"640\" tg-height=\"360\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（来源：Palantir）</span></p></blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> PLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.</p><p><blockquote>PLTR已经成为市场误解其收益并在消息好的时候抛售消息的另一个统计数据。还有人想让PLTR做什么？这是一个出色的季度，第三季度收入同比增长36%，自由现金流为1.19亿美元，利润率为30%，PLTR完成了54笔交易，每笔价值超过100万美元。PLTR超出收入预期，第二次上调全年收入指引，上调自由现金流指引。这是一个基于所有积极因素的卖出消息，这创造了买入机会。我将做多PLTR，如果抛售继续，我计划增加我的头寸。</blockquote></p><p> <b>Seeking Alpha Marketplace</b></p><p><blockquote><b>寻求阿尔法市场</b></blockquote></p><p> I will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&amp;A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.</p><p><blockquote>我将在Seeking Alpha市场上推出一项名为Barbell Capital的订阅服务。Barbell Capital将为其成员提供独家研究、模型投资组合、投资工具、问答环节、观察列表和其他功能。我还将拥有一个实时投资组合，致力于通过交易、出售看跌期权和出售备兑评级来产生资本。利润将分配给未来的资本增值投资和投资股息投资，在我们睡觉时产生收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity\">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":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4468059-palantir-q3-beat-creating-an-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129543601","content_text":"Summary\n\nPalantir delivered revenue growth QoQ of 36% while generating $119 million in FCF creating a 30% margin.\nPalantir's commercial revenue increased 37%, and government revenue grew by 34% YoY in Q3 showing strong forward growth trends.\nPalantir closed 54 deals in Q3 2021 with at least $1 million in contract value with 33 valued at $5+ million and 18 at $10+ million.\nPalantir increases guidance again and expects 40% revenue growth YoY at $1.527 billion and $400 million in FCF up from the previous guidance increase of $300 million.\n\nAndreas Rentz/Getty Images Entertainment\nSome investors love to hate Palantir (PLTR), which was nicknamed a black box company in the past, while others absolutely love it because they believe PLTR's software is the future. In my previous article on PLTR, I stated that based on PLTR's current revenue trend, they were setting up to deliver $399.41 million in revenue for Q3 and $423.22 million of revenue in Q4. The consensus number was $386.56 million of revenue in Q3, and PLTR delivered $392.1 million and forecasted $418 million in Q4 2021. The reaction in premarket as the earnings call was being conducted was nothing but a sea of red as PLTR sharply declined, and each time a gap tried to fill, the next leg on the downward spiral started. The news wasn't even digested, yet people decided to either take profits, exit their position or lost faith in PLTR.\nWhat wasn't there to like in the earnings release to cause the sell-off that has been hovering in the -9.03% range? PLTR delivered 36% YoY revenue growth, added 34 new customers in Q3, and closed 54 deals worth $1 million or more. PLTR increased their remaining deal value by 50% YoY to $3.6 billion and delivered $101 million in cash from operations (26% margin), and $199 million in free cash flow (30% margin). PLTR also increased guidance for 2021 as they now expect revenue growth of 40% YoY compared to their previous projection of 30% and increased their projection in FCF to $400 million from $300 million. In addition to the numbers, PLTR announced new product platforms and use cases that have tremendous potential to drive revenue and FCF in the future. I believe this sell-off will be short-lived and I am looking at it as a buying opportunity.\n(Source: Seeking Alpha)\nPalantir's revenue continues to expand on both the commercial and government side\nQuarter after Quarter since PLTR went public, their commercial business has expanded. After five quarters of going public, PLTR's quarterly commercial revenue has increased by $62 million or 55.36%. In Q3 2021, PLTR delivered $174 million in revenue from its commercial operations, which accounted for 44.38% of its $392.1 million quarterly revenue. Over the previous two years, PLTR's Q3 revenue has increased by 85.11% as it grew by 35.11% in Q3 2020 YoY and by another 37.01% YoY in Q3 of 2021. PLTR's commercial remaining deal value increased by 101% YoY from $1.1 billion in Q3 2020 to $2.2 billion in Q3 2021. Commercial customers are inviting PLTR to present their software solutions, and PLTR is winning their business. In Q3 2021, PLTR added 34 net new customers increasing their commercial customer base by 20% QoQ to 203. Over the past year, PLTR has seen its commercial customer base expand by 46.04% as it has grown by 64 clients from 139 to 203. Anyone who still classifies PLTR as a black box is not being accurate as the commercial market is learning about PLTR's software platforms and implementing their solutions to improve their operations.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nSince Q1 of 2020, PLTR has increased its quarterly revenue by $163.1 million (71.23%) at an average quarterly growth rate of 9.43% QoQ. In Q3 of 2021, this trend stayed intact as revenue increased by $16.1 million QoQ or 4.28%. While the quarterly revenue growth slowed a bit QoQ compared to 10.26% in Q2 2021, PLTR is projecting its Q4 2021 revenue will be $418 million. PLTR is expecting to deliver another company record and generate $25.9 million (6.61%) in QoQ growth to close out the year.\nThe same growth story applies to their total revenue in the trailing twelve months (TTM) as well. Over the last six quarters, PLTR's TTM revenue has increased by $620.6 million (76.55%) from $810.6 million to $1.43 billion. On average, PLTR's TTM revenue growth has increased by $103.42 million (9.94%) QoQ. In Q1 2020 - Q3 2020, their average QoQ revenue growth was $94.03 million, and this has increased substantially as the past three quarters have all increased by at least $105 million QoQ. In Q3 2021, PLTR increased its TTM revenue to $1.43 billion as it added $106.8 million (8.06%) in QoQ revenue growth. Just like the quarterly metric, PLTR's TTM is expected to grow QoQ by an additional $95.9 million to $1.527 billion compared to $1.51 billion in the consensus estimate. This would place PLTR's annual revenue growth YoY well ahead of their 30% projection as they would finish 2021 having increased its revenue by $434.30 million (39.75%)\n(Source: Steven Fiorillo) (Data Source: Palantir)\nI am shocked PLTR is still in the red. PLTR is a high-growth company that is now FCF positive and expanding its metrics. In the first nine months of 2020, PLTR generated -$285 million in FCF, and at the end of the first nine months of 2021, PLTR has delivered a $605 million swing as it has produced $320 million in FCF YTD. PLTR previously increased their 2021 FCF guidance to $300, and they just increased it again to $400+ million. In the span of three months, PLTR increased its FCF projection by an additional 33.33%. In Q3, PLTR's FCF margin was 30%, and they are projecting $400+ million in FCF for 2021. At the very minimum, this would mean they will tack on an additional $80 million in FCF for 2021. If PLTR delivers $1.527 billion in revenue and $400 million in FCF, its 2021 FCF margin would be 26.2%. PLTR is still projecting 30% annual revenue growth YoY thru 2025, which would place their 2025 revenue at $4.36 billion based on their projection of $1.527 for 2021. At PLTR's current FCF margin, they would generate $1.14 billion in FCF in 2025. Considering PLTR's current trends, if they exceeded their projections and grew at 35% YoY, it would place their 2025 revenue at $5.07 billion. At their current FCF margin, they would then generate $1.33 billion in FCF in 2025.\n(Source: PLTR)\nPLTR is firing on all cylinders. YoY, their Q3 revenue grew by 36%, they raised guidance on their FCF for a 2nd time from $300 million to $400+ million and have increased their annual revenue growth guidance from 30% to roughly 40%. PLTR is still maintaining its future revenue outlook of 30% annually YoY and is creating some impressive margins. PLTR's commercial revenue grew YoY by 37%, and their government revenue grew by 34% YoY in Q3. PLTR closed at least 54 deals worth at least $1 million during Q3, and 33 of those were at least $5 million in revenue, and 18 were at least $10 million in revenue. PLTR's growth metrics are impressive, and I am expecting them to under promise and over deliver going forward.\nPalantir is entering two new sectors that are going to be huge, carbon emissions, and crypto\nIn the past, I have written about future opportunities with the government, Amazon(NASDAQ:AMZN), and International Business Machines(NYSE:IBM). On today's earnings call, PLTR introduced significant information surrounding two new products they will be offering for carbon emissions and crypto.\nThere has been a fundamental shift in the USA over climate, and President Biden rejoined the Paris Agreement to reengage in tackling climate change. Part ofthe planis to reach a net-zero emission economy-wide by 2050. Recently President Biden at the United Nations climate summit in Glasgow, Scotland, pledged to work with the European Union and dozens of other nations to reduce overall methane emissions worldwide by 30% by 2030. No matter what your stance on climate is, there are many who believe we need to lower emissions, and many nations are working on a goal. To comply, companies such as Exxon Mobil(NYSE:XOM) are conducting longer-term research on several promising innovations with outside organizations, including direct air capture technology to scrub emissions out of the air and carbonate fuel cells to capture industrial emissions from flue gas streams of power plants or manufacturing facilities. Carbon emissions management is already a booming business, and PLTR is creating a module on Foundry to present a single pane to view revenue, margin, production, and all emissions so companies can manage outcomes more efficiently. Personally, I believe this has enormous potential to drive revenue for PLTR in the future.\n(Source: Palantir)\nThe second huge prospect that PLTR discussed was Foundry for crypto. It looks like PLTR is leveraging their anti-money laundering and know-your-customer expertise. PLTR has worked with several governments over the years to find compliance issues with the world's largest banks and help those banks respond and strengthen their compliance programs. This makes complete sense, and when you go back to the contracts, PLTR has been awarded from the IRS and SEC (discussed in previous articles). In Q3 alone, PLTR inked 6 contracts with the IRS. If I had to guess, PLTR's software would be utilized by the IRS and the SEC on the government side and adopted on the commercial side by banks and crypto exchanges. Currently, in the past 24 hours,Coinbase(NASDAQ:COIN) is showing that Bitcoin (BTC-USD) has incurred a trading volume of $43.8 billion. I think PLTR will end up driving future revenue from both government and commercial contracts from its Foundry for Crypto.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Database)\n(Source: Palantir)\nConclusion\nPLTR has become another statistic of the market misunderstanding its earnings and selling the news when the news was great. What more does anyone want PLTR to do? This was an excellent quarter with revenue increasing 36% YoY in Q3, FCF came in at $119 million with a 30% margin, and PLTR closed 54 deals worth more than $1 million each. PLTR beats revenue estimates, increases guidance for its full-year revenue than for the 2nd time, increases its FCF guidance. This was a sell the news on all positive factors, which is creating a buying opportunity. I am staying long on PLTR and plan to add to my position if the sell-off continues.\nSeeking Alpha Marketplace\nI will be launching a subscription service called Barbell Capital on the Seeking Alpha Marketplace. Barbell Capital will provide exclusive research, model portfolios, investment tools, Q&A sessions, watchlists, and additional features for its members. I will also have a live portfolio dedicated to generating capital from trading, selling puts and selling covered calls. The profits will be allocated to future capital appreciating investments and investing in dividend investments to generate income while we sleep.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171745801,"gmtCreate":1626768684503,"gmtModify":1631889051488,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171745801","repostId":"1104187666","repostType":4,"repost":{"id":"1104187666","kind":"news","pubTimestamp":1626766177,"share":"https://www.laohu8.com/m/news/1104187666?lang=zh_CN&edition=full","pubTime":"2021-07-20 15:29","market":"us","language":"en","title":"Why Nvidia Stock Bounced Back Like a Superball Monday<blockquote>为什么英伟达股价周一像超级球一样反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104187666","media":"Motley Fool","summary":"Morningstar has kind words for Nvidia Monday.\n\nWhat happened\nAfter four straight trading days of unm","content":"<p>  Morningstar has kind words for Nvidia Monday.  <b>What happened</b></p><p><blockquote>晨星周一对英伟达说了好话。<b>发生了什么</b></blockquote></p><p> After four straight trading days of unmitigated selling, shares of graphics and crypto-miningsemiconductormanufacturer&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)&nbsp;reversed course Monday -- and bounced nearly 5%!</p><p><blockquote>经过连续四个交易日的抛售，图形和加密货币挖矿半导体制造商的股票<b>英伟达</b>（纳斯达克：NVDA）周一逆转，反弹近5%！</blockquote></p><p> Of course, those morning gains proved fleeting, but as of 2:15 p.m. EDT, Nvidia stock is still holding onto a respectable 3.3% gain. (And you have to wonder if it might be up even more if the stock market hadn't suddenly gone toheck in a handbasket&nbsp;Monday.)</p><p><blockquote>当然，上午的涨幅转瞬即逝，但截至下午2:15美国东部时间，Nvidia股价仍保持着3.3%的可观涨幅。（你不得不怀疑，如果周一股市没有突然暴跌，股价是否会上涨得更多。）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors can send their thank-you notes directly to Morningstar, which was quoted Monday commenting that \"after taking a fresh look at our thesis on Nvidia, we are raising our moat rating to wide from narrow, thanks to intangible assets related to the design of graphics processing units (GPUs).\"</p><p><blockquote>投资者可以直接向晨星公司发送感谢信，周一援引晨星公司的评论称，“在重新审视我们关于英伟达的论文后，由于与设计相关的无形资产，我们正在将护城河评级从窄提高到宽。图形处理单元(GPU)。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Coming on the heels of similarly positive notes in recent weeks from investment banks including KeyBanc, BMO Capital Markets,and Mizuho, which have posited price targets of anywhere from $900 to $1,000 for Nvidia stock (which only costs about $750 Monday), it seems there's a consensus forming on Wall Street that the time for selling is over, and the time for buying is here -- and maybe they're right.</p><p><blockquote>最近几周，KeyBanc、BMO Capital Markets和Mizuho等投资银行也发表了类似的积极言论，这些银行将Nvidia股票的目标价定为900美元至1,000美元（周一股价仅为750美元左右），华尔街似乎正在形成一种共识，即卖出的时间已经结束，买入的时间已经到来——也许他们是对的。</blockquote></p><p> Nvidia's price strength Monday in the face of a broad stock market collapse certainly suggests that investors are tired ofselling Nvidia stock. But all that being said, when I look at Nvidia's valuation Monday -- 85 times trailing earnings, and even 82 times free cash flow -- I cannot help but think that the stock remains richly priced.</p><p><blockquote>面对股市大范围崩盘，英伟达周一的价格走强无疑表明投资者厌倦了出售英伟达股票。但话虽如此，当我周一看到英伟达的估值——往绩市盈率的85倍，甚至自由现金流的82倍——我不禁认为该股的定价仍然很高。</blockquote></p><p> And Wall Street's optimists notwithstanding, I fear Nvidia stock may still have farther to fall.</p><p><blockquote>尽管华尔街持乐观态度，但我担心英伟达股价可能仍会进一步下跌。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Stock Bounced Back Like a Superball Monday<blockquote>为什么英伟达股价周一像超级球一样反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Bounced Back Like a Superball Monday<blockquote>为什么英伟达股价周一像超级球一样反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-20 15:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p>  Morningstar has kind words for Nvidia Monday.  <b>What happened</b></p><p><blockquote>晨星周一对英伟达说了好话。<b>发生了什么</b></blockquote></p><p> After four straight trading days of unmitigated selling, shares of graphics and crypto-miningsemiconductormanufacturer&nbsp;<b>Nvidia</b>(NASDAQ:NVDA)&nbsp;reversed course Monday -- and bounced nearly 5%!</p><p><blockquote>经过连续四个交易日的抛售，图形和加密货币挖矿半导体制造商的股票<b>英伟达</b>（纳斯达克：NVDA）周一逆转，反弹近5%！</blockquote></p><p> Of course, those morning gains proved fleeting, but as of 2:15 p.m. EDT, Nvidia stock is still holding onto a respectable 3.3% gain. (And you have to wonder if it might be up even more if the stock market hadn't suddenly gone toheck in a handbasket&nbsp;Monday.)</p><p><blockquote>当然，上午的涨幅转瞬即逝，但截至下午2:15美国东部时间，Nvidia股价仍保持着3.3%的可观涨幅。（你不得不怀疑，如果周一股市没有突然暴跌，股价是否会上涨得更多。）</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors can send their thank-you notes directly to Morningstar, which was quoted Monday commenting that \"after taking a fresh look at our thesis on Nvidia, we are raising our moat rating to wide from narrow, thanks to intangible assets related to the design of graphics processing units (GPUs).\"</p><p><blockquote>投资者可以直接向晨星公司发送感谢信，周一援引晨星公司的评论称，“在重新审视我们关于英伟达的论文后，由于与设计相关的无形资产，我们正在将护城河评级从窄提高到宽。图形处理单元(GPU)。”</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在怎么办</b></blockquote></p><p> Coming on the heels of similarly positive notes in recent weeks from investment banks including KeyBanc, BMO Capital Markets,and Mizuho, which have posited price targets of anywhere from $900 to $1,000 for Nvidia stock (which only costs about $750 Monday), it seems there's a consensus forming on Wall Street that the time for selling is over, and the time for buying is here -- and maybe they're right.</p><p><blockquote>最近几周，KeyBanc、BMO Capital Markets和Mizuho等投资银行也发表了类似的积极言论，这些银行将Nvidia股票的目标价定为900美元至1,000美元（周一股价仅为750美元左右），华尔街似乎正在形成一种共识，即卖出的时间已经结束，买入的时间已经到来——也许他们是对的。</blockquote></p><p> Nvidia's price strength Monday in the face of a broad stock market collapse certainly suggests that investors are tired ofselling Nvidia stock. But all that being said, when I look at Nvidia's valuation Monday -- 85 times trailing earnings, and even 82 times free cash flow -- I cannot help but think that the stock remains richly priced.</p><p><blockquote>面对股市大范围崩盘，英伟达周一的价格走强无疑表明投资者厌倦了出售英伟达股票。但话虽如此，当我周一看到英伟达的估值——往绩市盈率的85倍，甚至自由现金流的82倍——我不禁认为该股的定价仍然很高。</blockquote></p><p> And Wall Street's optimists notwithstanding, I fear Nvidia stock may still have farther to fall.</p><p><blockquote>尽管华尔街持乐观态度，但我担心英伟达股价可能仍会进一步下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/07/19/why-nvidia-stock-bounced-back-like-a-superball/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/07/19/why-nvidia-stock-bounced-back-like-a-superball/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104187666","content_text":"Morningstar has kind words for Nvidia Monday.\n\nWhat happened\nAfter four straight trading days of unmitigated selling, shares of graphics and crypto-miningsemiconductormanufacturer Nvidia(NASDAQ:NVDA) reversed course Monday -- and bounced nearly 5%!\nOf course, those morning gains proved fleeting, but as of 2:15 p.m. EDT, Nvidia stock is still holding onto a respectable 3.3% gain. (And you have to wonder if it might be up even more if the stock market hadn't suddenly gone toheck in a handbasket Monday.)\nSo what\nInvestors can send their thank-you notes directly to Morningstar, which was quoted Monday commenting that \"after taking a fresh look at our thesis on Nvidia, we are raising our moat rating to wide from narrow, thanks to intangible assets related to the design of graphics processing units (GPUs).\"\nNow what\nComing on the heels of similarly positive notes in recent weeks from investment banks including KeyBanc, BMO Capital Markets,and Mizuho, which have posited price targets of anywhere from $900 to $1,000 for Nvidia stock (which only costs about $750 Monday), it seems there's a consensus forming on Wall Street that the time for selling is over, and the time for buying is here -- and maybe they're right.\nNvidia's price strength Monday in the face of a broad stock market collapse certainly suggests that investors are tired ofselling Nvidia stock. But all that being said, when I look at Nvidia's valuation Monday -- 85 times trailing earnings, and even 82 times free cash flow -- I cannot help but think that the stock remains richly priced.\nAnd Wall Street's optimists notwithstanding, I fear Nvidia stock may still have farther to fall.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109667589,"gmtCreate":1619692687641,"gmtModify":1631890770064,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Awaiting to hit $24 tonight!","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Awaiting to hit $24 tonight!","text":"$Tiger Brokers(TIGR)$Awaiting to hit $24 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go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178948093","isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147590827,"gmtCreate":1626362128269,"gmtModify":1631889051501,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147590827","repostId":"1142346792","repostType":4,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147502439,"gmtCreate":1626361979721,"gmtModify":1631889051504,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147502439","repostId":"2151526974","repostType":4,"isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147502373,"gmtCreate":1626361935192,"gmtModify":1631889051509,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147502373","repostId":"1127277049","repostType":4,"repost":{"id":"1127277049","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":1626355856,"share":"https://www.laohu8.com/m/news/1127277049?lang=zh_CN&edition=full","pubTime":"2021-07-15 21:30","market":"us","language":"en","title":"Dow opens 100 points lower even as earnings results continue to top expectations<blockquote>尽管盈利结果继续超出预期，道指开盘下跌100点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127277049","media":"Tiger Newspress","summary":"Dow Jones Industrial Average fell Thursday even as second-quarter earnings results continued to beat","content":"<p>Dow Jones Industrial Average fell Thursday even as second-quarter earnings results continued to beat expectations.</p><p><blockquote>尽管第二季度盈利结果继续超出预期，道琼斯工业平均指数周四仍下跌。</blockquote></p><p> The Dow shed about 100 points. The S&amp;P 500 lost around 0.2%. The Nasdaq Composite dipped about 0.2%.</p><p><blockquote>道琼斯指数下跌约100点。标普500下跌约0.2%。纳斯达克综合指数下跌约0.2%。</blockquote></p><p> The slight pullback came with all major stock benchmarks about 1% or less from record highs. The S&amp;P 500 is already up 16% this year in anticipation of a big profit comeback.</p><p><blockquote>所有主要股票基准均较历史高点小幅回调约1%或更少。由于预计利润将大幅回升，标普500今年已上涨16%。</blockquote></p><p> “The market did as well as it did in the past year because it was in anticipation of the improvement in earnings that we’re seeing right now,” Liz Ann Sonders, chief investment strategist at Charles Schwab, said. “A lot of news has been priced in.”</p><p><blockquote>嘉信理财(Charles Schwab)首席投资策略师利兹·安·桑德斯(Liz Ann Sonders)表示：“市场表现与过去一年一样好，因为人们预期我们现在看到的盈利会有所改善。”“很多消息都已经被消化了。”</blockquote></p><p> Shares of Morgan Stanley dipped in early morning trading evenafter the company’s second-quarter earnings report Thursday morning topped analysts’ expectationswith strong equities trading and investment banking results. Morgan Stanley were up 35% this year into the results and the stock may be reacting more to the outlook for yields than its actual results.</p><p><blockquote>摩根士丹利周四上午发布的第二季度收益报告超出了分析师的预期，股票交易和投资银行业绩强劲，该公司股价在早盘交易中下跌。摩根士丹利今年公布业绩后上涨了35%，该股对收益率前景的反应可能大于对实际业绩的反应。</blockquote></p><p> Initial jobless claimsfor the week ending July 10 totaled 360,000, a new pandemic-era low, as expected by economists.</p><p><blockquote>正如经济学家预期的那样，截至7月10日当周首次申请失业救济人数总计36万人，创下大流行时期的新低。</blockquote></p><p> Investors also await a Congressional testimony from Federal Reserve Chair Jerome Powell set for 9:30 a.m. ET.</p><p><blockquote>投资者还在等待美联储主席杰罗姆·鲍威尔定于美国东部时间上午9:30在国会作证。</blockquote></p><p> A rollover in bond yields raised questions about the global economic recovery as variants of Covid-19 spread. The10-year Treasury yieldshed 3 basis points to 1.326%. It ended June at 1.45% and was above 1.70% back in March. Chinaalso reported GDP overnightthat was less than expected.</p><p><blockquote>随着Covid-19变种的传播，债券收益率的翻转引发了人们对全球经济复苏的质疑。10年期国债收益率下跌3个基点至1.326%。6月底为1.45%，高于3月份的1.70%。中国隔夜公布的GDP也低于预期。</blockquote></p><p> The move lower in yields dampened enthusiasm for the cyclical trade in the premarket with shares of Caterpillar, General Electric and Boeing lower. Cyclical stocks are those closely linked to a recovering economy.</p><p><blockquote>收益率走低抑制了盘前周期性交易的热情，卡特彼勒、通用电气和波音的股价走低。周期性股票是那些与经济复苏密切相关的股票。</blockquote></p><p> Bank shares, including Wells Fargo and Bank of America, were lower in premarket, despite posting better-than-expected results earlier in the week, as the falling yields pinch their profitability.</p><p><blockquote>尽管本周早些时候公布了好于预期的业绩，但包括富国银行和美国银行在内的银行股在盘前走低，因为收益率下降挤压了它们的盈利能力。</blockquote></p><p> Delta shares bucked the trend, however, gaining in premarket tradingafter an upgrade from Raymond James.</p><p><blockquote>然而，在雷蒙德·詹姆斯(Raymond James)上调评级后，达美航空股价逆势上涨。</blockquote></p><p> Netflix shares also rose premarket trading, gaining 2% afterit hired a veteran video-game executiveas it pushes deeper into gaming. Other large tech shares were higher in premarket trading, continuing a trend this week. Apple and Alphabet gained in premarket trading.</p><p><blockquote>Netflix股价在盘前交易中也上涨，在聘请了一位经验丰富的视频游戏高管后，该公司进一步进军游戏领域，股价上涨2%。其他大型科技股在盘前交易中走高，延续了本周的趋势。苹果和Alphabet在盘前交易中上涨。</blockquote></p><p> OnWednesday, the Dow rose 44 points, helped by a 2.4% gain in Apple’s stock. The S&amp;P 500 climbed 0.12% after hitting an intraday record earlier in the session. The Nasdaq Composite was the relative underperformer, dipping 0.2%. However, the Nasdaq 100 closed at an all-time high.</p><p><blockquote>周三，受苹果股价上涨2.4%的推动，道琼斯指数上涨44点。标普500在盘中早些时候创下盘中纪录后上涨0.12%。纳斯达克综合指数表现相对不佳，下跌0.2%。然而，纳斯达克100指数收于历史新高。</blockquote></p><p> The small-cap benchmark Russell 2000 lost 1.7% on Thursday, bringing its week-to-date losses to more than 3.4%.</p><p><blockquote>小盘股基准罗素2000指数周四下跌1.7%，本周迄今跌幅超过3.4%。</blockquote></p><p> Fed Chair Powell — in testimony to the House Committee on Financial Services —quelled investors’ fearsabout a rollback of the central bank’s easy policies anytime soon, even in the face of inflation. The&nbsp;producer prices from June&nbsp;showed higher than expected inflation on Thursday.</p><p><blockquote>美联储主席鲍威尔在向众议院金融服务委员会作证时平息了投资者对美联储很快就会缩减宽松政策的担忧，即使面对通胀。周四，6月份的生产者价格显示通胀高于预期。</blockquote></p><p> “Fed chair Powell helped calm fears by again suggesting these bad inflation reports were merely transitory,” said Jim Paulsen, chief investment strategist at the Leuthold Group, noting the drop in bond yields following the hot inflation report. “Evidently, bond investors are buying the Fed’s inflation narrative.”</p><p><blockquote>Leuthold Group首席投资策略师吉姆·保尔森(Jim Paulsen)表示：“美联储主席鲍威尔再次暗示这些糟糕的通胀报告只是暂时的，从而帮助平息了人们的担忧。”他指出，通胀报告发布后债券收益率下降。“显然，债券投资者正在购买美联储的通胀叙事。”</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>Dow opens 100 points lower even as earnings results continue to top expectations<blockquote>尽管盈利结果继续超出预期，道指开盘下跌100点</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow opens 100 points lower even as earnings results continue to top expectations<blockquote>尽管盈利结果继续超出预期，道指开盘下跌100点</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\">2021-07-15 21:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Dow Jones Industrial Average fell Thursday even as second-quarter earnings results continued to beat expectations.</p><p><blockquote>尽管第二季度盈利结果继续超出预期，道琼斯工业平均指数周四仍下跌。</blockquote></p><p> The Dow shed about 100 points. The S&amp;P 500 lost around 0.2%. The Nasdaq Composite dipped about 0.2%.</p><p><blockquote>道琼斯指数下跌约100点。标普500下跌约0.2%。纳斯达克综合指数下跌约0.2%。</blockquote></p><p> The slight pullback came with all major stock benchmarks about 1% or less from record highs. The S&amp;P 500 is already up 16% this year in anticipation of a big profit comeback.</p><p><blockquote>所有主要股票基准均较历史高点小幅回调约1%或更少。由于预计利润将大幅回升，标普500今年已上涨16%。</blockquote></p><p> “The market did as well as it did in the past year because it was in anticipation of the improvement in earnings that we’re seeing right now,” Liz Ann Sonders, chief investment strategist at Charles Schwab, said. “A lot of news has been priced in.”</p><p><blockquote>嘉信理财(Charles Schwab)首席投资策略师利兹·安·桑德斯(Liz Ann Sonders)表示：“市场表现与过去一年一样好，因为人们预期我们现在看到的盈利会有所改善。”“很多消息都已经被消化了。”</blockquote></p><p> Shares of Morgan Stanley dipped in early morning trading evenafter the company’s second-quarter earnings report Thursday morning topped analysts’ expectationswith strong equities trading and investment banking results. Morgan Stanley were up 35% this year into the results and the stock may be reacting more to the outlook for yields than its actual results.</p><p><blockquote>摩根士丹利周四上午发布的第二季度收益报告超出了分析师的预期，股票交易和投资银行业绩强劲，该公司股价在早盘交易中下跌。摩根士丹利今年公布业绩后上涨了35%，该股对收益率前景的反应可能大于对实际业绩的反应。</blockquote></p><p> Initial jobless claimsfor the week ending July 10 totaled 360,000, a new pandemic-era low, as expected by economists.</p><p><blockquote>正如经济学家预期的那样，截至7月10日当周首次申请失业救济人数总计36万人，创下大流行时期的新低。</blockquote></p><p> Investors also await a Congressional testimony from Federal Reserve Chair Jerome Powell set for 9:30 a.m. ET.</p><p><blockquote>投资者还在等待美联储主席杰罗姆·鲍威尔定于美国东部时间上午9:30在国会作证。</blockquote></p><p> A rollover in bond yields raised questions about the global economic recovery as variants of Covid-19 spread. The10-year Treasury yieldshed 3 basis points to 1.326%. It ended June at 1.45% and was above 1.70% back in March. Chinaalso reported GDP overnightthat was less than expected.</p><p><blockquote>随着Covid-19变种的传播，债券收益率的翻转引发了人们对全球经济复苏的质疑。10年期国债收益率下跌3个基点至1.326%。6月底为1.45%，高于3月份的1.70%。中国隔夜公布的GDP也低于预期。</blockquote></p><p> The move lower in yields dampened enthusiasm for the cyclical trade in the premarket with shares of Caterpillar, General Electric and Boeing lower. Cyclical stocks are those closely linked to a recovering economy.</p><p><blockquote>收益率走低抑制了盘前周期性交易的热情，卡特彼勒、通用电气和波音的股价走低。周期性股票是那些与经济复苏密切相关的股票。</blockquote></p><p> Bank shares, including Wells Fargo and Bank of America, were lower in premarket, despite posting better-than-expected results earlier in the week, as the falling yields pinch their profitability.</p><p><blockquote>尽管本周早些时候公布了好于预期的业绩，但包括富国银行和美国银行在内的银行股在盘前走低，因为收益率下降挤压了它们的盈利能力。</blockquote></p><p> Delta shares bucked the trend, however, gaining in premarket tradingafter an upgrade from Raymond James.</p><p><blockquote>然而，在雷蒙德·詹姆斯(Raymond James)上调评级后，达美航空股价逆势上涨。</blockquote></p><p> Netflix shares also rose premarket trading, gaining 2% afterit hired a veteran video-game executiveas it pushes deeper into gaming. Other large tech shares were higher in premarket trading, continuing a trend this week. Apple and Alphabet gained in premarket trading.</p><p><blockquote>Netflix股价在盘前交易中也上涨，在聘请了一位经验丰富的视频游戏高管后，该公司进一步进军游戏领域，股价上涨2%。其他大型科技股在盘前交易中走高，延续了本周的趋势。苹果和Alphabet在盘前交易中上涨。</blockquote></p><p> OnWednesday, the Dow rose 44 points, helped by a 2.4% gain in Apple’s stock. The S&amp;P 500 climbed 0.12% after hitting an intraday record earlier in the session. The Nasdaq Composite was the relative underperformer, dipping 0.2%. However, the Nasdaq 100 closed at an all-time high.</p><p><blockquote>周三，受苹果股价上涨2.4%的推动，道琼斯指数上涨44点。标普500在盘中早些时候创下盘中纪录后上涨0.12%。纳斯达克综合指数表现相对不佳，下跌0.2%。然而，纳斯达克100指数收于历史新高。</blockquote></p><p> The small-cap benchmark Russell 2000 lost 1.7% on Thursday, bringing its week-to-date losses to more than 3.4%.</p><p><blockquote>小盘股基准罗素2000指数周四下跌1.7%，本周迄今跌幅超过3.4%。</blockquote></p><p> Fed Chair Powell — in testimony to the House Committee on Financial Services —quelled investors’ fearsabout a rollback of the central bank’s easy policies anytime soon, even in the face of inflation. The&nbsp;producer prices from June&nbsp;showed higher than expected inflation on Thursday.</p><p><blockquote>美联储主席鲍威尔在向众议院金融服务委员会作证时平息了投资者对美联储很快就会缩减宽松政策的担忧，即使面对通胀。周四，6月份的生产者价格显示通胀高于预期。</blockquote></p><p> “Fed chair Powell helped calm fears by again suggesting these bad inflation reports were merely transitory,” said Jim Paulsen, chief investment strategist at the Leuthold Group, noting the drop in bond yields following the hot inflation report. “Evidently, bond investors are buying the Fed’s inflation narrative.”</p><p><blockquote>Leuthold Group首席投资策略师吉姆·保尔森(Jim Paulsen)表示：“美联储主席鲍威尔再次暗示这些糟糕的通胀报告只是暂时的，从而帮助平息了人们的担忧。”他指出，通胀报告发布后债券收益率下降。“显然，债券投资者正在购买美联储的通胀叙事。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127277049","content_text":"Dow Jones Industrial Average fell Thursday even as second-quarter earnings results continued to beat expectations.\nThe Dow shed about 100 points. The S&P 500 lost around 0.2%. The Nasdaq Composite dipped about 0.2%.\nThe slight pullback came with all major stock benchmarks about 1% or less from record highs. The S&P 500 is already up 16% this year in anticipation of a big profit comeback.\n“The market did as well as it did in the past year because it was in anticipation of the improvement in earnings that we’re seeing right now,” Liz Ann Sonders, chief investment strategist at Charles Schwab, said. “A lot of news has been priced in.”\nShares of Morgan Stanley dipped in early morning trading evenafter the company’s second-quarter earnings report Thursday morning topped analysts’ expectationswith strong equities trading and investment banking results. Morgan Stanley were up 35% this year into the results and the stock may be reacting more to the outlook for yields than its actual results.\nInitial jobless claimsfor the week ending July 10 totaled 360,000, a new pandemic-era low, as expected by economists.\nInvestors also await a Congressional testimony from Federal Reserve Chair Jerome Powell set for 9:30 a.m. ET.\nA rollover in bond yields raised questions about the global economic recovery as variants of Covid-19 spread. The10-year Treasury yieldshed 3 basis points to 1.326%. It ended June at 1.45% and was above 1.70% back in March. Chinaalso reported GDP overnightthat was less than expected.\nThe move lower in yields dampened enthusiasm for the cyclical trade in the premarket with shares of Caterpillar, General Electric and Boeing lower. Cyclical stocks are those closely linked to a recovering economy.\nBank shares, including Wells Fargo and Bank of America, were lower in premarket, despite posting better-than-expected results earlier in the week, as the falling yields pinch their profitability.\nDelta shares bucked the trend, however, gaining in premarket tradingafter an upgrade from Raymond James.\nNetflix shares also rose premarket trading, gaining 2% afterit hired a veteran video-game executiveas it pushes deeper into gaming. Other large tech shares were higher in premarket trading, continuing a trend this week. Apple and Alphabet gained in premarket trading.\nOnWednesday, the Dow rose 44 points, helped by a 2.4% gain in Apple’s stock. The S&P 500 climbed 0.12% after hitting an intraday record earlier in the session. The Nasdaq Composite was the relative underperformer, dipping 0.2%. However, the Nasdaq 100 closed at an all-time high.\nThe small-cap benchmark Russell 2000 lost 1.7% on Thursday, bringing its week-to-date losses to more than 3.4%.\nFed Chair Powell — in testimony to the House Committee on Financial Services —quelled investors’ fearsabout a rollback of the central bank’s easy policies anytime soon, even in the face of inflation. The producer prices from June showed higher than expected inflation on Thursday.\n“Fed chair Powell helped calm fears by again suggesting these bad inflation reports were merely transitory,” said Jim Paulsen, chief investment strategist at the Leuthold Group, noting the drop in bond yields following the hot inflation report. “Evidently, bond investors are buying the Fed’s inflation narrative.”","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375999143,"gmtCreate":1619271752382,"gmtModify":1631890770085,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375999143","repostId":"1150672819","repostType":4,"repost":{"id":"1150672819","kind":"news","pubTimestamp":1619190781,"share":"https://www.laohu8.com/m/news/1150672819?lang=zh_CN&edition=full","pubTime":"2021-04-23 23:13","market":"us","language":"en","title":"Why Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150672819","media":"Barrons","summary":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on t","content":"<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5e5d8436e3b6476fe344f5ede80cd9\" tg-width=\"1260\" tg-height=\"840\"><span>Dreamstime</span></p><p><blockquote><p class=\"t-img-caption\"><span>梦想时间</span></p></blockquote></p><p> With first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.</p><p><blockquote>随着第一季度业绩的公布，汽车和半导体公司正在对阻碍全球汽车生产的微芯片短缺发表评论。然而，这些评论似乎并不匹配。虽然芯片制造商的言论引发了警报，但汽车制造商——其股票在2021年大多有一个良好的开端——正在淡化这个问题。</blockquote></p><p> A lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages&nbsp;at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier&nbsp;TE Connectivity&nbsp;(TEL) told<i>Barron’s</i> this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.</p><p><blockquote>由于缺乏使现代汽车发挥作用的微芯片，许多汽车制造商出现了计划外停机。例如，福特汽车（股票代码：F）表示，周四将延长三家装配厂的停电时间。电气元件供应商TE Connectivity(TEL)首席执行官Terrence Curtin表示<i>巴伦周刊</i>本周，由于短缺，第一季度约有100万辆汽车没有生产。这约占全球汽车产量的5%。通用汽车(GM)在今年早些时候公布第四季度数据时称，短缺给2021年营业利润带来了10亿美元的阻力。</blockquote></p><p> Auto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.</p><p><blockquote>然而，汽车股基本上没有受到该问题的影响。例如，通用汽车和福特的股价今年迄今均上涨了36%。零部件供应商TE和博格华纳(BWA)分别上涨9%和28%。汽车经销商Auto Nation(AN)的股票也很火爆，2021年迄今已上涨约38%。</blockquote></p><p> Demand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.</p><p><blockquote>需求强劲，从2020年大流行引发的衰退中反弹。对2021年和2022年销售额增长的乐观情绪压倒了对近期中断的任何担忧。但这种破坏在好转之前可能会变得更糟，随着更多公司公布第一季度数据，汽车投资者将不得不将这一现实与他们的前景相一致。</blockquote></p><p> Ford is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported&nbsp;first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor&nbsp;shortage&nbsp;was not very material in the first quarter,” said CFO Harald Wilhelm&nbsp;on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”</p><p><blockquote>福特将于4月28日公布财报。通用汽车将于5月5日跟进。戴姆勒(DAI.Germany)周五公布了第一季度数据。事情看起来还是不错的。汽车销量上升，产品组合良好，盈利能力提高。管理层听起来并不太担心微芯片。首席财务官Harald Wilhelm在投资者看涨期权上表示：“第一季度半导体短缺的影响并不是很大。”第二季度可能会受到影响，但“我们预计到今年年底将恢复部分损失的销量。”</blockquote></p><p> Daimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.</p><p><blockquote>戴姆勒股价在海外交易中下跌1.1%。今年迄今为止，股价上涨了约28%。</blockquote></p><p> Stellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”</p><p><blockquote>Stellantis(STLA)首席执行官卡洛斯·塔瓦雷斯(Carlos Tavares)在4月15日的一次会议上显得更加谨慎，他指出，生产影响将延续到2021年下半年，并且“目前解决这一问题的速度相当低”。</blockquote></p><p> Along with some auto makers,&nbsp;Intel&nbsp;(INTC) and&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.</p><p><blockquote>除了一些汽车制造商外，英特尔（INTC）和台积电（TSM）也公布了第一季度业绩。台积电率先表示，到2021年第三季度，汽车短缺问题应该会“大幅减少”。</blockquote></p><p> Resolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their&nbsp;earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a&nbsp;shortage&nbsp;of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger&nbsp;Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these&nbsp;shortages.”</p><p><blockquote>决议是个好消息，但Q3比车企年初预期的要晚一点。英特尔管理层对其盈利电话会议更加谨慎。他们表示，短缺可能会持续比投资者目前预期的更长时间。“该行业现在面临代工产能、基板和组件短缺的挑战，”首席执行官帕特里克·基辛格(Patrick Gelsinger)周四晚间评论道。“生态系统需要几年时间才能进行重大投资来解决这些短缺问题。”</blockquote></p><p> Investors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed&nbsp;first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.</p><p><blockquote>投资者应该准备好听到更多关于短缺将持续到2021年的消息。除非像Diamler这样的公司继续取得良好的业绩，否则这些股票不会获得通过。例如，汽车供应商Gentex(GNTX)因短缺而未达到第一季度销售预期。该公司周五公布第一季度销售额为4.84亿美元。华尔街寻求4.91亿美元。Gentex管理层估计，由于短缺，销售额损失了4500万美元。</blockquote></p><p> Gentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&amp;P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.</p><p><blockquote>Gentex股价早盘下跌约1%。这并不是一个大的波动，但标普500和道琼斯工业平均指数分别上涨0.5%和0.2%。</blockquote></p><p> The chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.</p><p><blockquote>芯片问题不会消失。正如英特尔的基辛格所说，对于汽车投资者来说，它仍将是一个值得关注的项目，他们不习惯考虑代工厂和基板。</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>Why Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Car Stocks Aren’t Getting Crushed by the Chip Shortage<blockquote>为什么汽车股没有因芯片短缺而崩溃</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-23 23:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd5e5d8436e3b6476fe344f5ede80cd9\" tg-width=\"1260\" tg-height=\"840\"><span>Dreamstime</span></p><p><blockquote><p class=\"t-img-caption\"><span>梦想时间</span></p></blockquote></p><p> With first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.</p><p><blockquote>随着第一季度业绩的公布，汽车和半导体公司正在对阻碍全球汽车生产的微芯片短缺发表评论。然而，这些评论似乎并不匹配。虽然芯片制造商的言论引发了警报，但汽车制造商——其股票在2021年大多有一个良好的开端——正在淡化这个问题。</blockquote></p><p> A lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages&nbsp;at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier&nbsp;TE Connectivity&nbsp;(TEL) told<i>Barron’s</i> this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.</p><p><blockquote>由于缺乏使现代汽车发挥作用的微芯片，许多汽车制造商出现了计划外停机。例如，福特汽车（股票代码：F）表示，周四将延长三家装配厂的停电时间。电气元件供应商TE Connectivity(TEL)首席执行官Terrence Curtin表示<i>巴伦周刊</i>本周，由于短缺，第一季度约有100万辆汽车没有生产。这约占全球汽车产量的5%。通用汽车(GM)在今年早些时候公布第四季度数据时称，短缺给2021年营业利润带来了10亿美元的阻力。</blockquote></p><p> Auto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.</p><p><blockquote>然而，汽车股基本上没有受到该问题的影响。例如，通用汽车和福特的股价今年迄今均上涨了36%。零部件供应商TE和博格华纳(BWA)分别上涨9%和28%。汽车经销商Auto Nation(AN)的股票也很火爆，2021年迄今已上涨约38%。</blockquote></p><p> Demand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.</p><p><blockquote>需求强劲，从2020年大流行引发的衰退中反弹。对2021年和2022年销售额增长的乐观情绪压倒了对近期中断的任何担忧。但这种破坏在好转之前可能会变得更糟，随着更多公司公布第一季度数据，汽车投资者将不得不将这一现实与他们的前景相一致。</blockquote></p><p> Ford is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported&nbsp;first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor&nbsp;shortage&nbsp;was not very material in the first quarter,” said CFO Harald Wilhelm&nbsp;on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”</p><p><blockquote>福特将于4月28日公布财报。通用汽车将于5月5日跟进。戴姆勒(DAI.Germany)周五公布了第一季度数据。事情看起来还是不错的。汽车销量上升，产品组合良好，盈利能力提高。管理层听起来并不太担心微芯片。首席财务官Harald Wilhelm在投资者看涨期权上表示：“第一季度半导体短缺的影响并不是很大。”第二季度可能会受到影响，但“我们预计到今年年底将恢复部分损失的销量。”</blockquote></p><p> Daimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.</p><p><blockquote>戴姆勒股价在海外交易中下跌1.1%。今年迄今为止，股价上涨了约28%。</blockquote></p><p> Stellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”</p><p><blockquote>Stellantis(STLA)首席执行官卡洛斯·塔瓦雷斯(Carlos Tavares)在4月15日的一次会议上显得更加谨慎，他指出，生产影响将延续到2021年下半年，并且“目前解决这一问题的速度相当低”。</blockquote></p><p> Along with some auto makers,&nbsp;Intel&nbsp;(INTC) and&nbsp;Taiwan Semiconductor Manufacturing&nbsp;(TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.</p><p><blockquote>除了一些汽车制造商外，英特尔（INTC）和台积电（TSM）也公布了第一季度业绩。台积电率先表示，到2021年第三季度，汽车短缺问题应该会“大幅减少”。</blockquote></p><p> Resolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their&nbsp;earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a&nbsp;shortage&nbsp;of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger&nbsp;Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these&nbsp;shortages.”</p><p><blockquote>决议是个好消息，但Q3比车企年初预期的要晚一点。英特尔管理层对其盈利电话会议更加谨慎。他们表示，短缺可能会持续比投资者目前预期的更长时间。“该行业现在面临代工产能、基板和组件短缺的挑战，”首席执行官帕特里克·基辛格(Patrick Gelsinger)周四晚间评论道。“生态系统需要几年时间才能进行重大投资来解决这些短缺问题。”</blockquote></p><p> Investors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed&nbsp;first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.</p><p><blockquote>投资者应该准备好听到更多关于短缺将持续到2021年的消息。除非像Diamler这样的公司继续取得良好的业绩，否则这些股票不会获得通过。例如，汽车供应商Gentex(GNTX)因短缺而未达到第一季度销售预期。该公司周五公布第一季度销售额为4.84亿美元。华尔街寻求4.91亿美元。Gentex管理层估计，由于短缺，销售额损失了4500万美元。</blockquote></p><p> Gentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&amp;P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.</p><p><blockquote>Gentex股价早盘下跌约1%。这并不是一个大的波动，但标普500和道琼斯工业平均指数分别上涨0.5%和0.2%。</blockquote></p><p> The chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.</p><p><blockquote>芯片问题不会消失。正如英特尔的基辛格所说，对于汽车投资者来说，它仍将是一个值得关注的项目，他们不习惯考虑代工厂和基板。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?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":{".DJI":"道琼斯","GM":"通用汽车",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/why-auto-stocks-arent-getting-crushed-by-the-chip-shortage-51619189064?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150672819","content_text":"Dreamstime\nWith first quarter results coming in, car and semiconductor companies are commenting on the microchip shortage which is hampering global auto production. The comments, however, don’t appear to be matching up. While chip makers’ comments are setting off alarms, car makers—whose stocks are mostly off to a great start in 2021—are downplaying the problem.\nA lack of microchips that make modern cars function has resulted in unplanned downtime for many auto makers. Ford Motor (ticker: F), for instance, said it was extending outages at three assembly plants Thursday.Terrence Curtin, CEO of electrical component supplier TE Connectivity (TEL) toldBarron’s this week that roughly 1 million cars weren’t built in the first quarter because of the shortage. That is about 5% of global auto output. And General Motors (GM) called the shortage a billion dollar headwind to 2021 operating profits when the company reported fourth quarter numbers earlier this year.\nAuto stocks, however, have been largely unaffected by the issue. GM and Ford shares, for instance, are both up 36% year to date. Parts suppliers TE and BorgWarner (BWA) are up 9% and 28%, respectively. Car dealer Auto Nation (AN) stock is also on fire as well, up about 38% so far in 2021.\nDemand is strong, rebounding from the 2020 pandemic-induced recession. The optimism for higher sales in 2021 and 2022 is trumping any concern about near term disruption. But the disruption might get worse before it gets better and auto investors will have to square that reality with their outlooks as more company report first quarter numbers.\nFord is set to report earnings April 28. GM follows on May 5. Daimler (DAI.Germany), for its part, reported first quarter numbers Friday. Things still look good. Car sales rose, product mix was favorable and profitability improved. Management doesn’t sound too worried about microchips. “The impact from semiconductor shortage was not very material in the first quarter,” said CFO Harald Wilhelm on an investor call. Second quarter impacts are possible, but “we anticipate to recover part of the lost volumes by the end of the year.”\nDaimler stock is down 1.1% in overseas trading. Year to date, share are up about 28%.\nStellantis (STLA) CEO Carlos Tavares sounded a little more cautious in an April 15 conference noting that production impacts would extend into the second half of 2021 and that “visibility on the speed at which this is going to be fixed is reasonably low right now.”\nAlong with some auto makers, Intel (INTC) and Taiwan Semiconductor Manufacturing (TSM) have also reported first quarter results. Taiwan Semi went first, saying the automotive shortage should be “greatly reduced” by the third quarter of 2021.\nResolution is good news, but Q3 is a little later than auto companies expected at the beginning of the year. Intel management was a little more cautious on their earnings conference call. They said the shortage might stretch on for longer than investors currently expect. “The industry is now challenged by a shortage of foundry capacity, substrates and components,” commented CEO Patrick Gelsinger Thursday evening. “It will take a couple of years for the ecosystem to make the significant investments to address these shortages.”\nInvestors should get ready to hear more about shortages extending deeper into 2021. The stocks won’t get a pass unless companies keep putting up good numbers like Diamler. Auto suppler Gentex (GNTX), for instance, missed first quarter sales estimates because of the shortage. The company reported $484 million in first quarter sales Friday. Wall Street was looking for $491 million. Gentex management estimated that $45 million in sales was lost due to the shortage.\nGentex shares are down about 1% in early trading. That isn’t a big move, but it is a wobble with the S&P 500 and Dow Jones Industrial Average rising 0.5% and 0.2%, respectively.\nThe chip issue isn’t going away. And it will remain a watch item for auto investors, who aren’t use to thinking about foundries and substrates, as Intel’s Gelsinger put it.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"TSLA":0.9,"GM":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375901093,"gmtCreate":1619270092212,"gmtModify":1631890770082,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375901093","repostId":"2129359569","repostType":4,"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":842781275,"gmtCreate":1636244720720,"gmtModify":1636244720896,"author":{"id":"3581762784024620","authorId":"3581762784024620","name":"Wizardry_Sg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581762784024620","idStr":"3581762784024620"},"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842781275","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}