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Pixiestars
2021-11-09
$Skillz Inc(SKLZ)$
Finally moving up...
Pixiestars
2021-11-09
Great! Knew their earnings will grow with all the new contracts.
Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y<blockquote>Palantir预计2021财年收入增长40%;第三季度美国商业收入同比增长103%</blockquote>
Pixiestars
2021-11-04
$Palantir Technologies Inc.(PLTR)$
Share for coins
Pixiestars
2021-11-04
But at least their sales increased...
Skillz stock fell more than 10% in premarket trading<blockquote>Skillz股价在盘前交易中下跌超过10%</blockquote>
Pixiestars
2021-11-03
More bad news for
$Credit Suisse Group AG(CS)$
抱歉,原内容已删除
Pixiestars
2021-11-03
$Opendoor Technologies Inc(OPEN)$
Hope Zullow's closing of its home buying business will benefit Opendoor.
Pixiestars
2021-11-03
Wow... didn't know that all these still can shoot up still.
Some meme stocks skyrocketed in premarket trading<blockquote>一些模因股票在盘前交易中飙升</blockquote>
Pixiestars
2021-11-02
$Tesla Motors(TSLA)$
Big drop incoming...
Pixiestars
2021-11-01
Finally! Just hope that they are able to manufacture the vaccines
Novavax stock surged 14.2% in premarket trading<blockquote>Novavax股价在盘前交易中飙升14.2%</blockquote>
Pixiestars
2021-10-27
People are still addicted to McDonald's food
抱歉,原内容已删除
Pixiestars
2021-10-26
Next GME.
@Chifield:
$Digital World Acquisition Corp(DWAC)$
still so high!
Pixiestars
2021-10-26
Nice... moving out of the Oct slump.
抱歉,原内容已删除
Pixiestars
2021-10-23
$Digital World Acquisition Corp(DWAC)$
Anyone gambled on this? [财迷]
Pixiestars
2021-10-23
Yes, a good company for long term investment.
Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测:美国陆军选择后的展望</blockquote>
Pixiestars
2021-10-23
Great! Like pls
Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>
Pixiestars
2021-10-22
Not surprising with supply chain issues.
Investors Bet Inflation Pressures Will Linger<blockquote>投资者押注通胀压力将持续存在</blockquote>
Pixiestars
2021-10-22
Madness! Will be the next Gamestop.
抱歉,原内容已删除
Pixiestars
2021-10-20
$Novavax(NVAX)$
Big plunge incoming...
Pixiestars
2021-10-19
Ok.
@Chifield:
$Corsair Gaming, Inc.(CRSR)$
share for coins
Pixiestars
2021-10-19
Woo hoo!!! Go go go!
Sea reached an all-timehigh at 366.90<blockquote>Sea创下历史新高366.90</blockquote>
去老虎APP查看更多动态
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Knew their earnings will grow with all the new contracts.","listText":"Great! Knew their earnings will grow with all the new contracts.","text":"Great! Knew their earnings will grow with all the new contracts.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/844728126","repostId":"1105674649","repostType":4,"repost":{"id":"1105674649","kind":"news","pubTimestamp":1636459675,"share":"https://www.laohu8.com/m/news/1105674649?lang=zh_CN&edition=full","pubTime":"2021-11-09 20:07","market":"us","language":"en","title":"Palantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y<blockquote>Palantir预计2021财年收入增长40%;第三季度美国商业收入同比增长103%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1105674649","media":"businesswire","summary":"Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended","content":"<p>Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.</p><p><blockquote>Palantir Technologies Inc.(纽约证券交易所股票代码:PLTR)今天公布了截至2021年9月30日的第三季度财务业绩。</blockquote></p><p> <b>Q3 2021 Highlights</b></p><p><blockquote><b>2021年第三季度亮点</b></blockquote></p><p> <ul> <li>Total revenue grew 36% year-over-year to $392 million</li> <li>Added 34 net new customers in Q3</li> <li>Commercial customer count grew 46% quarter-over-quarter</li> <li>US commercial revenue grew 103% year-over-year</li> <li>Cash flow from operations of $101 million, representing a 26% margin</li> <li>Adjusted free cash flow of $119 million, representing a 30% margin</li> <li>Closed 54 deals of $1 million or more, of which:</li> <li>Total remaining deal value grew 50% year-over-year to $3.6 billion</li> <li>GAAP net loss per share, diluted of $(0.05)</li> <li>Adjusted earnings per share, diluted of $0.04</li> </ul> <b>Q1-Q3 2021 Highlights</b></p><p><blockquote><ul><li>总收入同比增长36%至3.92亿美元</li><li>第三季度净新增34家新客户</li><li>商业客户数量环比增长46%</li><li>美国商业收入同比增长103%</li><li>运营现金流为1.01亿美元,利润率为26%</li><li>调整后自由现金流为1.19亿美元,利润率为30%</li><li>完成54笔100万美元或以上的交易,其中:</li><li>剩余交易总价值同比增长50%至36亿美元</li><li>GAAP稀释后每股净亏损为(0.05)美元</li><li>调整后稀释每股收益为0.04美元</li></ul><b>2021年第一季度至第三季度亮点</b></blockquote></p><p> <ul> <li>Total revenue grew 44% year-over-year to $1.1 billion</li> <li>Commercial customer count increased 135% since December 31, 2020</li> <li>Cash flow from operations of $240 million, representing a 22% margin</li> <li>Adjusted free cash flow of $320 million, representing a 29% margin</li> </ul> <b>Q3 2021 Financial Summary</b></p><p><blockquote><ul><li>总收入同比增长44%至11亿美元</li><li>自2020年12月31日以来,商业客户数量增加了135%</li><li>运营现金流为2.4亿美元,利润率为22%</li><li>调整后自由现金流为3.2亿美元,利润率为29%</li></ul><b>2021年第三季度财务摘要</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/658b280b0509d4e5fe970e5de61570e5\" tg-width=\"985\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <table> <tbody> <tr></tr> <tr></tr> </tbody> </table> <b>Outlook</b></p><p><blockquote><table><tbody><tr></tr><tr></tr></tbody></table><b>世界观</b></blockquote></p><p> For Q4 2021, we expect:</p><p><blockquote>对于2021年第四季度,我们预计:</blockquote></p><p> <ul> <li>$418 million in revenue.</li> <li>Adjusted operating margin of 22%.</li> </ul> For full year 2021:</p><p><blockquote><ul><li>收入4.18亿美元。</li><li>调整后营业利润率为22%。</li></ul>2021年全年:</blockquote></p><p> <ul> <li>We expect revenue growth of 40% to $1.527 billion.</li> <li>We are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.</li> </ul> Per long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:</p><p><blockquote><ul><li>我们预计收入增长40%至15.27亿美元。</li><li>我们将调整后自由现金流的预期从超过3亿美元上调至超过4亿美元。</li></ul>根据我们首席执行官Alex Karp提供的长期指导政策,我们继续期望:</blockquote></p><p> <ul> <li>Annual revenue growth of 30% or greater for 2021 through 2025.</li> </ul> Palantir shares once rose nearly 5% in premarket trading.<img src=\"https://static.tigerbbs.com/ca256a464d04c12064d041bcfbdf1049\" tg-width=\"894\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>2021年至2025年年收入增长30%或更多。</li></ul>Palantir股价在盘前交易中一度上涨近5%。</blockquote></p><p></p>","source":"lsy1584686423112","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 Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y<blockquote>Palantir预计2021财年收入增长40%;第三季度美国商业收入同比增长103%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Expects 40% Revenue Growth in FY 2021; Q3 US Commercial Revenue up 103% Y/Y<blockquote>Palantir预计2021财年收入增长40%;第三季度美国商业收入同比增长103%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">businesswire</strong><span class=\"h-time small\">2021-11-09 20:07</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.</p><p><blockquote>Palantir Technologies Inc.(纽约证券交易所股票代码:PLTR)今天公布了截至2021年9月30日的第三季度财务业绩。</blockquote></p><p> <b>Q3 2021 Highlights</b></p><p><blockquote><b>2021年第三季度亮点</b></blockquote></p><p> <ul> <li>Total revenue grew 36% year-over-year to $392 million</li> <li>Added 34 net new customers in Q3</li> <li>Commercial customer count grew 46% quarter-over-quarter</li> <li>US commercial revenue grew 103% year-over-year</li> <li>Cash flow from operations of $101 million, representing a 26% margin</li> <li>Adjusted free cash flow of $119 million, representing a 30% margin</li> <li>Closed 54 deals of $1 million or more, of which:</li> <li>Total remaining deal value grew 50% year-over-year to $3.6 billion</li> <li>GAAP net loss per share, diluted of $(0.05)</li> <li>Adjusted earnings per share, diluted of $0.04</li> </ul> <b>Q1-Q3 2021 Highlights</b></p><p><blockquote><ul><li>总收入同比增长36%至3.92亿美元</li><li>第三季度净新增34家新客户</li><li>商业客户数量环比增长46%</li><li>美国商业收入同比增长103%</li><li>运营现金流为1.01亿美元,利润率为26%</li><li>调整后自由现金流为1.19亿美元,利润率为30%</li><li>完成54笔100万美元或以上的交易,其中:</li><li>剩余交易总价值同比增长50%至36亿美元</li><li>GAAP稀释后每股净亏损为(0.05)美元</li><li>调整后稀释每股收益为0.04美元</li></ul><b>2021年第一季度至第三季度亮点</b></blockquote></p><p> <ul> <li>Total revenue grew 44% year-over-year to $1.1 billion</li> <li>Commercial customer count increased 135% since December 31, 2020</li> <li>Cash flow from operations of $240 million, representing a 22% margin</li> <li>Adjusted free cash flow of $320 million, representing a 29% margin</li> </ul> <b>Q3 2021 Financial Summary</b></p><p><blockquote><ul><li>总收入同比增长44%至11亿美元</li><li>自2020年12月31日以来,商业客户数量增加了135%</li><li>运营现金流为2.4亿美元,利润率为22%</li><li>调整后自由现金流为3.2亿美元,利润率为29%</li></ul><b>2021年第三季度财务摘要</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/658b280b0509d4e5fe970e5de61570e5\" tg-width=\"985\" tg-height=\"494\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <table> <tbody> <tr></tr> <tr></tr> </tbody> </table> <b>Outlook</b></p><p><blockquote><table><tbody><tr></tr><tr></tr></tbody></table><b>世界观</b></blockquote></p><p> For Q4 2021, we expect:</p><p><blockquote>对于2021年第四季度,我们预计:</blockquote></p><p> <ul> <li>$418 million in revenue.</li> <li>Adjusted operating margin of 22%.</li> </ul> For full year 2021:</p><p><blockquote><ul><li>收入4.18亿美元。</li><li>调整后营业利润率为22%。</li></ul>2021年全年:</blockquote></p><p> <ul> <li>We expect revenue growth of 40% to $1.527 billion.</li> <li>We are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.</li> </ul> Per long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:</p><p><blockquote><ul><li>我们预计收入增长40%至15.27亿美元。</li><li>我们将调整后自由现金流的预期从超过3亿美元上调至超过4亿美元。</li></ul>根据我们首席执行官Alex Karp提供的长期指导政策,我们继续期望:</blockquote></p><p> <ul> <li>Annual revenue growth of 30% or greater for 2021 through 2025.</li> </ul> Palantir shares once rose nearly 5% in premarket trading.<img src=\"https://static.tigerbbs.com/ca256a464d04c12064d041bcfbdf1049\" tg-width=\"894\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p><p><blockquote><ul><li>2021年至2025年年收入增长30%或更多。</li></ul>Palantir股价在盘前交易中一度上涨近5%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY\">businesswire</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://www.businesswire.com/news/home/20211109005487/en/Palantir-Expects-40-Revenue-Growth-in-FY-2021-Q3-US-Commercial-Revenue-up-103-YY","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105674649","content_text":"Palantir Technologies Inc. (NYSE:PLTR) today announced financial results for the third quarter ended September 30, 2021.\nQ3 2021 Highlights\n\nTotal revenue grew 36% year-over-year to $392 million\nAdded 34 net new customers in Q3\nCommercial customer count grew 46% quarter-over-quarter\nUS commercial revenue grew 103% year-over-year\nCash flow from operations of $101 million, representing a 26% margin\nAdjusted free cash flow of $119 million, representing a 30% margin\nClosed 54 deals of $1 million or more, of which:\nTotal remaining deal value grew 50% year-over-year to $3.6 billion\nGAAP net loss per share, diluted of $(0.05)\nAdjusted earnings per share, diluted of $0.04\n\nQ1-Q3 2021 Highlights\n\nTotal revenue grew 44% year-over-year to $1.1 billion\nCommercial customer count increased 135% since December 31, 2020\nCash flow from operations of $240 million, representing a 22% margin\nAdjusted free cash flow of $320 million, representing a 29% margin\n\nQ3 2021 Financial Summary\n\n\n\n\n\n\n\nOutlook\nFor Q4 2021, we expect:\n\n$418 million in revenue.\nAdjusted operating margin of 22%.\n\nFor full year 2021:\n\nWe expect revenue growth of 40% to $1.527 billion.\nWe are raising our outlook for adjusted free cash flow to in excess of $400 million, up from in excess of $300 million.\n\nPer long-term guidance policy, as provided by our Chief Executive Officer, Alex Karp, we continue to expect:\n\nAnnual revenue growth of 30% or greater for 2021 through 2025.\n\nPalantir shares once rose nearly 5% in premarket trading.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":3512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848432336,"gmtCreate":1636018356305,"gmtModify":1636018357122,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Share for coins","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>Share for coins","text":"$Palantir Technologies Inc.(PLTR)$Share for coins","images":[{"img":"https://static.tigerbbs.com/041083df08817e6e9675696a19757f3d","width":"1080","height":"3100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/848432336","isVote":1,"tweetType":1,"viewCount":3796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000172","authorId":"9000000000000172","name":"AndrewWalker","avatar":"https://static.tigerbbs.com/0978e0c1f253679968e223fb6b0c9557","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000172","idStr":"9000000000000172"},"content":"I miss it, is it still chance to buy?","text":"I miss it, is it still chance to buy?","html":"I miss it, is it still chance to buy?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848404606,"gmtCreate":1636016748173,"gmtModify":1636016763022,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"But at least their sales increased... ","listText":"But at least their sales increased... ","text":"But at least their sales increased...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848404606","repostId":"1198972066","repostType":4,"repost":{"id":"1198972066","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":1636013705,"share":"https://www.laohu8.com/m/news/1198972066?lang=zh_CN&edition=full","pubTime":"2021-11-04 16:15","market":"us","language":"en","title":"Skillz stock fell more than 10% in premarket trading<blockquote>Skillz股价在盘前交易中下跌超过10%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198972066","media":"Tiger Newspress","summary":"Skillz stock fell more than 10% in premarket trading after reporting Q3 results missed estimate.Skillz reported quarterly losses of $ per share which missed the analyst consensus estimate of $ by 14.29 percent. This is a 14.29 percent decrease over losses of $ per share from the same period last year. The company reported quarterly sales of $102.07 million which missed the analyst consensus estimate of $102.31 million by 0.23 percent. This is a 70.25 percent increase over sales of $59.95 million","content":"<p>Skillz stock fell more than 10% in premarket trading after reporting Q3 results missed estimate.</p><p><blockquote>Skillz公布第三季度业绩未达预期后,股价在盘前交易中下跌超过10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f4afff75a232fac4a76ac89995bc0832\" tg-width=\"848\" tg-height=\"621\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Skillz reported quarterly losses of $(0.16) per share which missed the analyst consensus estimate of $(0.14) by 14.29 percent. This is a 14.29 percent decrease over losses of $(0.14) per share from the same period last year. The company reported quarterly sales of $102.07 million which missed the analyst consensus estimate of $102.31 million by 0.23 percent. This is a 70.25 percent increase over sales of $59.95 million the same period last year.</p><p><blockquote>Skillz报告季度亏损为每股(0.16)美元,比分析师普遍预期的(0.14)美元低14.29%。与去年同期每股亏损(0.14)美元相比,减少了14.29%。该公司公布的季度销售额为1.0207亿美元,比分析师普遍预期的1.0231亿美元低0.23%。这比去年同期5995万美元的销售额增长了70.25%。</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>Skillz stock fell more than 10% in premarket trading<blockquote>Skillz股价在盘前交易中下跌超过10%</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\">\nSkillz stock fell more than 10% in premarket trading<blockquote>Skillz股价在盘前交易中下跌超过10%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-04 16:15</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Skillz stock fell more than 10% in premarket trading after reporting Q3 results missed estimate.</p><p><blockquote>Skillz公布第三季度业绩未达预期后,股价在盘前交易中下跌超过10%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f4afff75a232fac4a76ac89995bc0832\" tg-width=\"848\" tg-height=\"621\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Skillz reported quarterly losses of $(0.16) per share which missed the analyst consensus estimate of $(0.14) by 14.29 percent. This is a 14.29 percent decrease over losses of $(0.14) per share from the same period last year. The company reported quarterly sales of $102.07 million which missed the analyst consensus estimate of $102.31 million by 0.23 percent. This is a 70.25 percent increase over sales of $59.95 million the same period last year.</p><p><blockquote>Skillz报告季度亏损为每股(0.16)美元,比分析师普遍预期的(0.14)美元低14.29%。与去年同期每股亏损(0.14)美元相比,减少了14.29%。该公司公布的季度销售额为1.0207亿美元,比分析师普遍预期的1.0231亿美元低0.23%。这比去年同期5995万美元的销售额增长了70.25%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKLZ":"Skillz Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198972066","content_text":"Skillz stock fell more than 10% in premarket trading after reporting Q3 results missed estimate.\n\nSkillz reported quarterly losses of $(0.16) per share which missed the analyst consensus estimate of $(0.14) by 14.29 percent. This is a 14.29 percent decrease over losses of $(0.14) per share from the same period last year. The company reported quarterly sales of $102.07 million which missed the analyst consensus estimate of $102.31 million by 0.23 percent. This is a 70.25 percent increase over sales of $59.95 million the same period last year.","news_type":1,"symbols_score_info":{"SKLZ":0.9}},"isVote":1,"tweetType":1,"viewCount":2475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841579874,"gmtCreate":1635929367474,"gmtModify":1635929367754,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"More bad news for <a href=\"https://laohu8.com/S/CS\">$Credit Suisse Group AG(CS)$</a>","listText":"More bad news for <a href=\"https://laohu8.com/S/CS\">$Credit Suisse Group AG(CS)$</a>","text":"More bad news for $Credit Suisse Group AG(CS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841579874","repostId":"1100270728","repostType":4,"isVote":1,"tweetType":1,"viewCount":3007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841547368,"gmtCreate":1635929179009,"gmtModify":1635929179241,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>Hope Zullow's closing of its home buying business will benefit Opendoor. ","listText":"<a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>Hope Zullow's closing of its home buying business will benefit Opendoor. ","text":"$Opendoor Technologies Inc(OPEN)$Hope Zullow's closing of its home buying business will benefit Opendoor.","images":[{"img":"https://static.tigerbbs.com/86c5b7cff474c81637ca33c6f6125f89","width":"1080","height":"3100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841547368","isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":841542835,"gmtCreate":1635928929884,"gmtModify":1635931379114,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Wow... didn't know that all these still can shoot up still.","listText":"Wow... didn't know that all these still can shoot up still.","text":"Wow... didn't know that all these still can shoot up still.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841542835","repostId":"1178338626","repostType":2,"repost":{"id":"1178338626","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":1635928227,"share":"https://www.laohu8.com/m/news/1178338626?lang=zh_CN&edition=full","pubTime":"2021-11-03 16:30","market":"us","language":"en","title":"Some meme stocks skyrocketed in premarket trading<blockquote>一些模因股票在盘前交易中飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1178338626","media":"Tiger Newspress","summary":"Some meme stocks skyrocketed in premarket trading.Bed Bath & Beyond,R.R. Donnelley & Sons,Naked Bran","content":"<p>Some meme stocks skyrocketed in premarket trading.Bed Bath & Beyond,R.R. Donnelley & Sons,Naked Brand,Koss,Express,AMC,GameStop and BlackBerry soared between 4% and 62%.</p><p><blockquote>一些模因股票在盘前交易中飙升。Bed Bath&Beyond, R.R.Donnelley&Sons、Naked Brand、Koss、Express、AMC、游戏驿站和黑莓股价飙升4%至62%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b016995062645d8011221cff13a86966\" tg-width=\"404\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <a href=\"https://laohu8.com/NW/1113177921\" target=\"_blank\">Bed Bath & Beyond</a>,the home-goods retailer announced news that likely fueled a so-called short squeeze, where hedge funds that had bet against the stock were forced to buy back their shares to cut losses.</p><p><blockquote><a href=\"https://laohu8.com/NW/1113177921\" target=\"_blank\">贝德柏士比昂公司</a>这家家居用品零售商宣布的消息可能引发了所谓的轧空,做空该股的对冲基金被迫回购股票以减少损失。</blockquote></p><p> Commercial-printing company R.R. Donnelley & Sons Co. is nearing a deal to sell itself to a private-equity firm for just over $2 billion including debt, according to people familiar with the matter.</p><p><blockquote>商业印刷公司。据知情人士透露,Donnelley&Sons Co.即将达成协议,以略高于20亿美元(包括债务)的价格将自己出售给一家私募股权公司。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some meme stocks skyrocketed in premarket trading<blockquote>一些模因股票在盘前交易中飙升</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\">\nSome meme stocks skyrocketed in premarket trading<blockquote>一些模因股票在盘前交易中飙升</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-03 16:30</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Some meme stocks skyrocketed in premarket trading.Bed Bath & Beyond,R.R. Donnelley & Sons,Naked Brand,Koss,Express,AMC,GameStop and BlackBerry soared between 4% and 62%.</p><p><blockquote>一些模因股票在盘前交易中飙升。Bed Bath&Beyond, R.R.Donnelley&Sons、Naked Brand、Koss、Express、AMC、游戏驿站和黑莓股价飙升4%至62%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b016995062645d8011221cff13a86966\" tg-width=\"404\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <a href=\"https://laohu8.com/NW/1113177921\" target=\"_blank\">Bed Bath & Beyond</a>,the home-goods retailer announced news that likely fueled a so-called short squeeze, where hedge funds that had bet against the stock were forced to buy back their shares to cut losses.</p><p><blockquote><a href=\"https://laohu8.com/NW/1113177921\" target=\"_blank\">贝德柏士比昂公司</a>这家家居用品零售商宣布的消息可能引发了所谓的轧空,做空该股的对冲基金被迫回购股票以减少损失。</blockquote></p><p> Commercial-printing company R.R. Donnelley & Sons Co. is nearing a deal to sell itself to a private-equity firm for just over $2 billion including debt, according to people familiar with the matter.</p><p><blockquote>商业印刷公司。据知情人士透露,Donnelley&Sons Co.即将达成协议,以略高于20亿美元(包括债务)的价格将自己出售给一家私募股权公司。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXPR":"Express, Inc.","GME":"游戏驿站","RRD":"当纳利","BB":"黑莓","BBBY":"Bed Bath & Beyond, Inc.","AMC":"AMC院线","KOSS":"高斯电子"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178338626","content_text":"Some meme stocks skyrocketed in premarket trading.Bed Bath & Beyond,R.R. Donnelley & Sons,Naked Brand,Koss,Express,AMC,GameStop and BlackBerry soared between 4% and 62%.\n\nBed Bath & Beyond,the home-goods retailer announced news that likely fueled a so-called short squeeze, where hedge funds that had bet against the stock were forced to buy back their shares to cut losses.\nCommercial-printing company R.R. Donnelley & Sons Co. is nearing a deal to sell itself to a private-equity firm for just over $2 billion including debt, according to people familiar with the matter.","news_type":1,"symbols_score_info":{"AMC":0.9,"NAKD":0.9,"EXPR":0.9,"BB":0.9,"RRD":0.9,"GME":0.9,"BBBY":0.9,"KOSS":0.9}},"isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843401437,"gmtCreate":1635846344623,"gmtModify":1635846344850,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Big drop incoming...","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Big drop incoming...","text":"$Tesla Motors(TSLA)$Big drop incoming...","images":[{"img":"https://static.tigerbbs.com/153b0e06021543bed52968e0384a91d9","width":"1080","height":"3100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843401437","isVote":1,"tweetType":1,"viewCount":2957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":849433164,"gmtCreate":1635772426367,"gmtModify":1635772426593,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Finally! Just hope that they are able to manufacture the vaccines","listText":"Finally! Just hope that they are able to manufacture the vaccines","text":"Finally! Just hope that they are able to manufacture the vaccines","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849433164","repostId":"1118499473","repostType":4,"repost":{"id":"1118499473","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":1635764611,"share":"https://www.laohu8.com/m/news/1118499473?lang=zh_CN&edition=full","pubTime":"2021-11-01 19:03","market":"us","language":"en","title":"Novavax stock surged 14.2% in premarket trading<blockquote>Novavax股价在盘前交易中飙升14.2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118499473","media":"Tiger Newspress","summary":"Biotechnology company Novavax stock surged 14.2% in premarket trading after filing for authorization","content":"<p>Biotechnology company Novavax stock surged 14.2% in premarket trading after filing for authorization of its COVID-19 vaccine in multiple countries and regions.</p><p><blockquote>生物技术公司Novavax在多个国家和地区申请其COVID-19疫苗授权后,股价在盘前交易中飙升14.2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f507bc8048dfc7207968fa1251226ef\" tg-width=\"849\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Novavax, Inc. today announced the completion of its rolling submission to Health Canada for authorization of its COVID-19 vaccine candidate, the first filing of a protein-based COVID-19 vaccine inCanada. In addition, the company has completed the submission of all data and modules to the European Medicines Agency (EMA) to support the final regulatory review of its dossier.</p><p><blockquote>Novavax,Inc.今天宣布完成向加拿大卫生部提交的新冠肺炎候选疫苗授权的滚动提交,这是加拿大首次提交的基于蛋白质的新冠肺炎疫苗。此外,该公司已完成向欧洲药品管理局(EMA)提交所有数据和模块,以支持对其档案的最终监管审查。</blockquote></p><p> In addition,Novavax have announced the completion of its rolling regulatory submission to the U.K.;</p><p><blockquote>此外,Novavax已宣布完成向英国的滚动监管提交;</blockquote></p><p> Novavax has announced that it has already completed its rolling submission to the Therapeutic Goods Administration (TGA) in Australia for provisional approval of its COVID-19 vaccine candidate.</p><p><blockquote>Novavax宣布,它已经完成了向澳大利亚治疗用品管理局(TGA)提交的临时批准其新冠肺炎候选疫苗的滚动申请。</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>Novavax stock surged 14.2% in premarket trading<blockquote>Novavax股价在盘前交易中飙升14.2%</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\">\nNovavax stock surged 14.2% in premarket trading<blockquote>Novavax股价在盘前交易中飙升14.2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-11-01 19:03</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Biotechnology company Novavax stock surged 14.2% in premarket trading after filing for authorization of its COVID-19 vaccine in multiple countries and regions.</p><p><blockquote>生物技术公司Novavax在多个国家和地区申请其COVID-19疫苗授权后,股价在盘前交易中飙升14.2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1f507bc8048dfc7207968fa1251226ef\" tg-width=\"849\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Novavax, Inc. today announced the completion of its rolling submission to Health Canada for authorization of its COVID-19 vaccine candidate, the first filing of a protein-based COVID-19 vaccine inCanada. In addition, the company has completed the submission of all data and modules to the European Medicines Agency (EMA) to support the final regulatory review of its dossier.</p><p><blockquote>Novavax,Inc.今天宣布完成向加拿大卫生部提交的新冠肺炎候选疫苗授权的滚动提交,这是加拿大首次提交的基于蛋白质的新冠肺炎疫苗。此外,该公司已完成向欧洲药品管理局(EMA)提交所有数据和模块,以支持对其档案的最终监管审查。</blockquote></p><p> In addition,Novavax have announced the completion of its rolling regulatory submission to the U.K.;</p><p><blockquote>此外,Novavax已宣布完成向英国的滚动监管提交;</blockquote></p><p> Novavax has announced that it has already completed its rolling submission to the Therapeutic Goods Administration (TGA) in Australia for provisional approval of its COVID-19 vaccine candidate.</p><p><blockquote>Novavax宣布,它已经完成了向澳大利亚治疗用品管理局(TGA)提交的临时批准其新冠肺炎候选疫苗的滚动申请。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118499473","content_text":"Biotechnology company Novavax stock surged 14.2% in premarket trading after filing for authorization of its COVID-19 vaccine in multiple countries and regions.\n\nNovavax, Inc. today announced the completion of its rolling submission to Health Canada for authorization of its COVID-19 vaccine candidate, the first filing of a protein-based COVID-19 vaccine inCanada. In addition, the company has completed the submission of all data and modules to the European Medicines Agency (EMA) to support the final regulatory review of its dossier.\nIn addition,Novavax have announced the completion of its rolling regulatory submission to the U.K.;\nNovavax has announced that it has already completed its rolling submission to the Therapeutic Goods Administration (TGA) in Australia for provisional approval of its COVID-19 vaccine candidate.","news_type":1,"symbols_score_info":{"NVAX":0.9}},"isVote":1,"tweetType":1,"viewCount":3780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855396710,"gmtCreate":1635333320665,"gmtModify":1635333320874,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"People are still addicted to McDonald's food","listText":"People are still addicted to McDonald's food","text":"People are still addicted to McDonald's food","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/855396710","repostId":"1180104865","repostType":4,"isVote":1,"tweetType":1,"viewCount":3238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852885720,"gmtCreate":1635257363230,"gmtModify":1635257474534,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Next GME. ","listText":"Next GME. ","text":"Next GME.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852885720","repostId":"852060957","repostType":1,"repost":{"id":852060957,"gmtCreate":1635223445215,"gmtModify":1635223445602,"author":{"id":"3578976238295519","authorId":"3578976238295519","name":"Chifield","avatar":"https://static.tigerbbs.com/35652f65436cad86ed1f7c0d94afae69","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578976238295519","idStr":"3578976238295519"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> still so high! ","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a> still so high! ","text":"$Digital World Acquisition Corp(DWAC)$ still so high!","images":[{"img":"https://static.tigerbbs.com/ec0594117308c253b9cdee261e1f20cb","width":"1080","height":"3056"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852060957","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852882731,"gmtCreate":1635257325905,"gmtModify":1635257326698,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Nice... moving out of the Oct slump.","listText":"Nice... moving out of the Oct slump.","text":"Nice... moving out of the Oct slump.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852882731","repostId":"1180466438","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858390284,"gmtCreate":1634974245474,"gmtModify":1634974246217,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Anyone gambled on this? [财迷] ","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>Anyone gambled on this? [财迷] ","text":"$Digital World Acquisition Corp(DWAC)$Anyone gambled on this? [财迷]","images":[{"img":"https://static.tigerbbs.com/1e111b036afe3d6338594b3e7a2b479d","width":"1080","height":"2998"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858390284","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":858390372,"gmtCreate":1634974115315,"gmtModify":1634974116071,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Yes, a good company for long term investment. ","listText":"Yes, a good company for long term investment. ","text":"Yes, a good company for long term investment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858390372","repostId":"1177255738","repostType":4,"repost":{"id":"1177255738","kind":"news","pubTimestamp":1634953820,"share":"https://www.laohu8.com/m/news/1177255738?lang=zh_CN&edition=full","pubTime":"2021-10-23 09:50","market":"us","language":"en","title":"Palantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测:美国陆军选择后的展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177255738","media":"Seeking Alpha","summary":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li> <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li> <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir的美国陆军合同对该公司来说是一个巨大的新闻,因为合同规模很大。大局也很重要——PLTR极具竞争力且值得信赖。</li><li>PLTR是仅有的四家获得国防部认证的IL-5公司之一,并且正在转向IL-6,这应该会进一步增加其护城河。</li><li>该公司的利润似乎很昂贵,但当我们考虑PLTR的增长前景时,股票可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies(PLTR)仍然是一家非常令人兴奋、快速增长的科技公司,其估值仍然很高。最近与美国陆军签订的合同再次表明,其专有解决方案是独一无二的,并且Palantir Technologies在政府机构中根深蒂固,这应该使该公司能够实现多年的强劲增长。Palantir Technologies并不是一个低风险的选择,但我确实相信,从长远来看,投资者可以从这只股票中看到可观的收益。</blockquote></p><p> <b>Palantir & US Army Contract</b></p><p><blockquote><b>Palantir与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p><p><blockquote>10月初,Palantir Technologies宣布被美国陆军选中签订一份价值8.23亿美元的合同,该公司将为<i>能力下降2</i>(CD-2)程序。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前年收入约为15亿美元的公司来说,一份8亿多美元的合同当然是巨大的,但应该指出的是,这份合同不会让Palantir在短时间内获得所有这些收入。最重要的是,不一定所有收入都会流向Palantir Technologies,因为其他供应商(例如硬件供应商)也可能会从合同中获得一些份额。一位更为悲观的分析师指出,政府已要求在2022财年为该合同提供约1亿美元,这表明Palantir需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此,我认为这份合同是一个重大的积极因素,原因有几个。首先,美国陆军将合同授予Palantir Technologies的决定表明,Palantir仍然是国防领域技术基础的先驱,尽管一些分析师和评论者认为Palantir的产品/服务非常商品化。如果是这样的话,该合同可能会交给另一家以较低价格销售其服务和产品的公司——请记住,Palantir要求全公司毛利率超过70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单个合同也表明,官员们认为Palantir有能力交付大规模合同,尽管从收入和雇主数量来看,Palantir Technologies目前并不是一家非常大的公司。官员们似乎相信Palantir能够很好地执行这些合同,这反过来表明Palantir未来应该有很大的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies是仅有的四家获得国防部SaaS 5级(IL-5)批准的公司之一,这一事实也表明了Palantir在国防领域相对于可能的竞争对手的强势地位:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就为Palantir提供了相对于未获准提供如此关键服务的竞争对手的主要优势。一旦Palantir获得IL-6批准(届时该公司还可以处理国防部机密信息),Palantir相对于竞争对手的护城河应该会进一步扩大。Palantir管理层认为,这将在可预见的未来发生,Palantir很可能成为第一家获得IL-6整体批准的公司。未来几年,国防市场可能是Palantir Technologies的巨大市场机遇:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:nscai.gov(完整报告第67页)</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测,到2030年,人工智能研发投资将增长至接近800亿美元。Palantir Technologies将无法解决所有市场,因为这确实包括硬件、实施等。,但即使是几个百分点的市场份额也会变成每年超过10亿美元的业务。考虑到国防只是Palantir Technologies能够解决的众多市场之一,这似乎非常令人鼓舞——特别是当我们考虑到Palantir今年在该公司活跃的所有市场的收入约为15亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p><p><blockquote>得益于与军事客户的其他合同,Palantir Technologies证明了美国陆军合同并非例外。相反,Palantir似乎与国防客户合作良好,这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir的管理层相信,该公司有一天将成为世界上最重要的软件公司,尽管我认为这远不能保证,但我确实相信Palantir在未来许多年都具有巨大的增长潜力。它的解决方案可能会在商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系(如上所述)、良好的业绩记录和强大的人才——这就是股票薪酬如此之高的原因,因为人才价格昂贵——Palantir应该能够在整个2020年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为2024年的收入将达到40亿美元左右,这与分析师的预期非常一致。在作为上市公司的四个季度中,Palantir在这两条线上四次超出了分析师的预期,因此该公司正在建立一个非常明确的超出预期的业绩记录。当然,不能保证这种情况在未来也会发生,但我确实相信Palantir很有可能在2024年产生超过40亿美元的收入。我们仍然采用40亿美元的估计,并假设未来三年收入增长30%,2028年至2030年间增长25%。如果这种情况发生,那么Palantir到2030年的收入将达到170亿美元,预计九年内将增长约11倍。一家年销售额170亿美元、收入增长25%的公司的估值是多少?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软(MSFT)、Salesforce.com(CRM)和Adobe(ADBE)等主要软件公司目前的增长率为15%-25%,目前的交易价格是今年销售额的11至19倍。考虑到在我们的场景中,Palantir的增长速度确实比这三家公司快一点,我相信15倍的销售倍数似乎一点也不离谱。根据170亿美元的估计销售额,九年后我们的市值将达到2550亿美元,大约是当今480亿美元市值的5.3倍。然而,这并不意味着PLTR的股价将上涨430%,因为我们还必须考虑该公司的股票数量,该数量一直在上升,并且可能会继续上升。很难预测九年后股票数量的确切情况,因为我们不知道未来股权薪酬的轨迹,而且PLTR未来可能会开始回购股票。如果我们假设股票数量每年增加1亿股(根据YCharts的数据,去年股票数量增加了8000万股),那么2030年股票数量将达到约29亿股。根据2550亿美元的预期市值,我们的股价约为90美元,大约是今天的3.5倍。换句话说,如果这种情况成真,投资者将获得250%左右的9年回报率,即每年约15%。例如,这并不像过去九年持有AMZN(AMZN)时获得的回报那么出色,但我相信15%左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然,人们可以认为这种情况是不现实的,增长率应该更高或更低,或者2030年的销售倍数应该不同。尽管如此,我相信这是一个可靠的基本情况<i>可能</i>考虑到Palantir Technologies在许多不同行业的巨大潜力,请保持保守。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR股票:现在是买入或卖出的好时机吗?</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要报道的股票和我主要投资的股票相比,Palantir是一只非常不同的股票。按照目前的价格,PLTR乍一看似乎相当昂贵,其预期市盈率约为150倍。然而,该公司提供了巨大的增长潜力、有吸引力的基本面,并且拥有巨大的护城河,一旦PLTR获得IL-6国防部批准,该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir不是一只低风险股票,因为该公司与其他高估值交易的高增长股票一样,容易受到利率变动的影响。最重要的是,盈利能力尚未得到持久的证实,我们也不知道股权激励费用的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此,我相信Palantir是一家高增长公司,从长远来看可以带来两位数的总回报,并且由于巨大且快速增长的潜在市场和宽阔的护城河,我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然,Palantir Technologies是否适合您的投资组合取决于您的个人目标和风险承受能力,但如果PLTR到本世纪末至少增长三倍,我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入来源吗?</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收益投资组合的主要目标是产生7%-10%范围内的总体收益率。我们通过结合几种不同的收入流来形成有吸引力、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动,但收入流保持一致。</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 Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测:美国陆军选择后的展望</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir Stock Price Prediction: Outlook After U.S. Army Selection<blockquote>Palantir股价预测:美国陆军选择后的展望</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\">2021-10-23 09:50</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's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.</li> <li>PLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.</li> <li>The company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa0d32030c1112ab6f00943f9091b85b\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir的美国陆军合同对该公司来说是一个巨大的新闻,因为合同规模很大。大局也很重要——PLTR极具竞争力且值得信赖。</li><li>PLTR是仅有的四家获得国防部认证的IL-5公司之一,并且正在转向IL-6,这应该会进一步增加其护城河。</li><li>该公司的利润似乎很昂贵,但当我们考虑PLTR的增长前景时,股票可能是一项相当不错的投资。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> <b>Article Thesis</b></p><p><blockquote><b>文章论文</b></blockquote></p><p> Palantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.</p><p><blockquote>Palantir Technologies(PLTR)仍然是一家非常令人兴奋、快速增长的科技公司,其估值仍然很高。最近与美国陆军签订的合同再次表明,其专有解决方案是独一无二的,并且Palantir Technologies在政府机构中根深蒂固,这应该使该公司能够实现多年的强劲增长。Palantir Technologies并不是一个低风险的选择,但我确实相信,从长远来看,投资者可以从这只股票中看到可观的收益。</blockquote></p><p> <b>Palantir & US Army Contract</b></p><p><blockquote><b>Palantir与美国陆军合同</b></blockquote></p><p> In early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the <i>Capability Drop 2</i> (CD-2) program.</p><p><blockquote>10月初,Palantir Technologies宣布被美国陆军选中签订一份价值8.23亿美元的合同,该公司将为<i>能力下降2</i>(CD-2)程序。</blockquote></p><p> For a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.</p><p><blockquote>对于像Palantir这样目前年收入约为15亿美元的公司来说,一份8亿多美元的合同当然是巨大的,但应该指出的是,这份合同不会让Palantir在短时间内获得所有这些收入。最重要的是,不一定所有收入都会流向Palantir Technologies,因为其他供应商(例如硬件供应商)也可能会从合同中获得一些份额。一位更为悲观的分析师指出,政府已要求在2022财年为该合同提供约1亿美元,这表明Palantir需要几年时间才能从该合同中获得所有收入。</blockquote></p><p> Still, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.</p><p><blockquote>尽管如此,我认为这份合同是一个重大的积极因素,原因有几个。首先,美国陆军将合同授予Palantir Technologies的决定表明,Palantir仍然是国防领域技术基础的先驱,尽管一些分析师和评论者认为Palantir的产品/服务非常商品化。如果是这样的话,该合同可能会交给另一家以较低价格销售其服务和产品的公司——请记住,Palantir要求全公司毛利率超过70%。顾客不会愿意为任何人都可以提供的商品化产品支付那么多钱。</blockquote></p><p> The contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.</p><p><blockquote>美国陆军授予如此大的单个合同也表明,官员们认为Palantir有能力交付大规模合同,尽管从收入和雇主数量来看,Palantir Technologies目前并不是一家非常大的公司。官员们似乎相信Palantir能够很好地执行这些合同,这反过来表明Palantir未来应该有很大的机会获得其他类似规模的合同。</blockquote></p><p> Palantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:</p><p><blockquote>Palantir Technologies是仅有的四家获得国防部SaaS 5级(IL-5)批准的公司之一,这一事实也表明了Palantir在国防领域相对于可能的竞争对手的强势地位:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9381e77c84c44423e48d0947838946a3\" tg-width=\"1273\" tg-height=\"841\" width=\"100%\" height=\"auto\"><span>Source: Palantir</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:Palantir</span></p></blockquote></p><p> This alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:</p><p><blockquote>仅此一点就为Palantir提供了相对于未获准提供如此关键服务的竞争对手的主要优势。一旦Palantir获得IL-6批准(届时该公司还可以处理国防部机密信息),Palantir相对于竞争对手的护城河应该会进一步扩大。Palantir管理层认为,这将在可预见的未来发生,Palantir很可能成为第一家获得IL-6整体批准的公司。未来几年,国防市场可能是Palantir Technologies的巨大市场机遇:</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63c9bdfc460b29e6a19e05ad9f2b1278\" tg-width=\"640\" tg-height=\"397\" width=\"100%\" height=\"auto\"><span>Source: nscai.gov (page 67 of full report)</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:nscai.gov(完整报告第67页)</span></p></blockquote></p><p></p><p> The National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.</p><p><blockquote>美国国家人工智能安全委员会预测,到2030年,人工智能研发投资将增长至接近800亿美元。Palantir Technologies将无法解决所有市场,因为这确实包括硬件、实施等。,但即使是几个百分点的市场份额也会变成每年超过10亿美元的业务。考虑到国防只是Palantir Technologies能够解决的众多市场之一,这似乎非常令人鼓舞——特别是当我们考虑到Palantir今年在该公司活跃的所有市场的收入约为15亿美元时。</blockquote></p><p> Palantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.</p><p><blockquote>得益于与军事客户的其他合同,Palantir Technologies证明了美国陆军合同并非例外。相反,Palantir似乎与国防客户合作良好,这就是为什么该公司一次又一次地被选中签订新合同——甚至被美国太空军选中。</blockquote></p><p> <b>PLTR Stock Forecast</b></p><p><blockquote><b>PLTR库存预测</b></blockquote></p><p> Palantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.</p><p><blockquote>Palantir的管理层相信,该公司有一天将成为世界上最重要的软件公司,尽管我认为这远不能保证,但我确实相信Palantir在未来许多年都具有巨大的增长潜力。它的解决方案可能会在商业以及军事和安全领域产生巨大影响。得益于与客户的密切关系(如上所述)、良好的业绩记录和强大的人才——这就是股票薪酬如此之高的原因,因为人才价格昂贵——Palantir应该能够在整个2020年代实现巨大的收入增长。</blockquote></p><p> Management believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?</p><p><blockquote>管理层认为2024年的收入将达到40亿美元左右,这与分析师的预期非常一致。在作为上市公司的四个季度中,Palantir在这两条线上四次超出了分析师的预期,因此该公司正在建立一个非常明确的超出预期的业绩记录。当然,不能保证这种情况在未来也会发生,但我确实相信Palantir很有可能在2024年产生超过40亿美元的收入。我们仍然采用40亿美元的估计,并假设未来三年收入增长30%,2028年至2030年间增长25%。如果这种情况发生,那么Palantir到2030年的收入将达到170亿美元,预计九年内将增长约11倍。一家年销售额170亿美元、收入增长25%的公司的估值是多少?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52c4b159657eb14f408b680d91dd91ca\" tg-width=\"635\" tg-height=\"515\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts</span></p></blockquote></p><p> Major software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.</p><p><blockquote>微软(MSFT)、Salesforce.com(CRM)和Adobe(ADBE)等主要软件公司目前的增长率为15%-25%,目前的交易价格是今年销售额的11至19倍。考虑到在我们的场景中,Palantir的增长速度确实比这三家公司快一点,我相信15倍的销售倍数似乎一点也不离谱。根据170亿美元的估计销售额,九年后我们的市值将达到2550亿美元,大约是当今480亿美元市值的5.3倍。然而,这并不意味着PLTR的股价将上涨430%,因为我们还必须考虑该公司的股票数量,该数量一直在上升,并且可能会继续上升。很难预测九年后股票数量的确切情况,因为我们不知道未来股权薪酬的轨迹,而且PLTR未来可能会开始回购股票。如果我们假设股票数量每年增加1亿股(根据YCharts的数据,去年股票数量增加了8000万股),那么2030年股票数量将达到约29亿股。根据2550亿美元的预期市值,我们的股价约为90美元,大约是今天的3.5倍。换句话说,如果这种情况成真,投资者将获得250%左右的9年回报率,即每年约15%。例如,这并不像过去九年持有AMZN(AMZN)时获得的回报那么出色,但我相信15%左右的年回报率仍然非常有吸引力。</blockquote></p><p> One can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario that<i>might</i>be on the conservative side, considering Palantir Technologies' large potential across many different industries.</p><p><blockquote>当然,人们可以认为这种情况是不现实的,增长率应该更高或更低,或者2030年的销售倍数应该不同。尽管如此,我相信这是一个可靠的基本情况<i>可能</i>考虑到Palantir Technologies在许多不同行业的巨大潜力,请保持保守。</blockquote></p><p> <b>PLTR Stock: Is Now A Good Time To Buy Or Sell?</b></p><p><blockquote><b>PLTR股票:现在是买入或卖出的好时机吗?</b></blockquote></p><p></p><p> Palantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.</p><p><blockquote>与我主要报道的股票和我主要投资的股票相比,Palantir是一只非常不同的股票。按照目前的价格,PLTR乍一看似乎相当昂贵,其预期市盈率约为150倍。然而,该公司提供了巨大的增长潜力、有吸引力的基本面,并且拥有巨大的护城河,一旦PLTR获得IL-6国防部批准,该护城河可能会进一步增长。</blockquote></p><p> Palantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.</p><p><blockquote>Palantir不是一只低风险股票,因为该公司与其他高估值交易的高增长股票一样,容易受到利率变动的影响。最重要的是,盈利能力尚未得到持久的证实,我们也不知道股权激励费用的轨迹。</blockquote></p><p> Nevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.</p><p><blockquote>尽管如此,我相信Palantir是一家高增长公司,从长远来看可以带来两位数的总回报,并且由于巨大且快速增长的潜在市场和宽阔的护城河,我愿意投资这家公司——不像许多其他我认为没有吸引力的高估值成长型公司。当然,Palantir Technologies是否适合您的投资组合取决于您的个人目标和风险承受能力,但如果PLTR到本世纪末至少增长三倍,我不会感到惊讶。</blockquote></p><p> <b>Is This an Income Stream Which Induces Fear?</b></p><p><blockquote><b>这是一种引发恐惧的收入来源吗?</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/6a958be03c050d5cdb47e6524217c231\" tg-width=\"542\" tg-height=\"324\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.</p><p><blockquote>现金流王国收益投资组合的主要目标是产生7%-10%范围内的总体收益率。我们通过结合几种不同的收入流来形成有吸引力、稳定的投资组合支出来实现这一目标。投资组合的价格可能会波动,但收入流保持一致。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4461220-palantir-stock-price-prediction\">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/4461220-palantir-stock-price-prediction","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177255738","content_text":"Summary\n\nPalantir's US Army contract is huge news for the company due to the contract's large size. The bigger picture is important as well - PLTR is highly competitive and trusted.\nPLTR is one of just four IL-5 DoD-certified companies and is moving to IL-6, which should increase its moat further.\nThe company is seemingly expensive on a profit basis, but when we consider PLTR's growth outlook, shares could be a pretty good investment, nevertheless.\n\nScott Olson/Getty Images News\nArticle Thesis\nPalantir Technologies (PLTR) remains a highly exciting, fast-growing tech company that continues to trade at an expensive valuation. The recent contract with the US Army shows, again, that its proprietary solutions are in a class of their own and that Palantir Technologies is very entrenched in government bodies, which should allow the company to deliver strong growth for many years. Palantir Technologies is not a low-risk pick, but I do believe that, in the long run, investors could see sizeable gains from this stock.\nPalantir & US Army Contract\nIn early October, Palantir Technologies announced that it was selected by the US Army for a contract worth $823 million that will see the company deliver the Army Intelligence data fabric and analytics foundation for the Capability Drop 2 (CD-2) program.\nFor a company like Palantir, which generates revenue of around $1.5 billion a year right now, an $800+ million contract is huge, of course, but it should be noted that this contract will not see Palantir capture all of that revenue in a short period of time. On top of that, not necessarily all of that revenue will go to Palantir Technologies, as other vendors, e.g., for hardware, might take some share of the contract as well. A more bearish analyst noted that the administration has requested around $100 million for that contract in fiscal 2022, suggesting that it will take several years for Palantir to capture all of the revenue from that contract.\nStill, this contract is a major positive, I believe, due to several reasons. First, the decision by the US Army to award the contract to Palantir Technologies suggests that Palantir remains a forerunner on a tech basis in the defense space, despite some analysts and commenters believing that Palantir's offering/services are very commoditized. If that were the case, the contract would likely have gone to a different company that sells its services and products at lower prices - remember that Palantir demands gross margins north of 70% on a company-wide basis. Customers would not be willing to pay that much for a commoditized product that could be supplied by anyone.\nThe contract award by the US Army for such a large single contract also indicates that officials see Palantir as capable of delivering on large-scale contracts, despite the fact that Palantir Technologies is, by revenue and employer count, not a very large company today. Officials seem to believe that Palantir is able to execute well on these contracts, which, in turn, suggests that Palantir should have a good chance of getting other contracts of a similar size in the future.\nPalantir's strong position in the defense space versus possible competitors is also indicated by the fact that Palantir Technologies is one of just four companies with a level 5 (IL-5) Department of Defense SaaS approval:\nSource: Palantir\nThis alone gives Palantir a major edge versus competitors that are not approved for services this critical. Once Palantir moves to IL-6 approval - at which point the company could also handle DoD classified information - Palantir's moat versus competitors should grow further. Palantir's management believes that this will happen in the foreseeable future and that Palantir will likely be the first company to receive IL-6 approval overall. The defense market could be a huge market opportunity for Palantir Technologies over the next couple of years:\nSource: nscai.gov (page 67 of full report)\nThe National Security Commission on Artificial Intelligence forecasts that AI R&D investments will grow to close to $80 billion by 2030. Palantir Technologies will not be able to address all of that market, as this does include hardware, implementation, etc., but even a couple of percentage points of market share would turn into a $1+ billion a year business. Considering that defense is just one of many markets Palantir Technologies is able to address, this seems highly encouraging - especially when we consider that Palantir is doing around $1.5 billion in revenue this year across all markets the company is active in.\nPalantir Technologies has, thanks to other contracts with military customers, proven that the US Army contract was not an outlier. Instead, Palantir seems to work well with defense customers, which is why the company gets chosen for new contracts again and again - even by the US Space Force.\nPLTR Stock Forecast\nPalantir's management believes that the company will be the most important software player in the world one day, and even though I believe that this is far from guaranteed, I do believe that Palantir has massive growth potential for many years to come. Its solutions could have a huge impact in commerce as well as in the military and security fields. Thanks to close relations with customers (as laid out above), a proven track record, and strong talent - which is why stock-based compensation is so high, as that talent is expensive - Palantir should be able to deliver huge revenue growth throughout the 2020s.\nManagement believes that revenue in 2024 will come in around $4 billion, and that aligns pretty well with analyst estimates. During its four quarters as a publicly traded company, Palantir has beaten analyst estimates on both lines four times, thus the company is establishing a pretty clear track record of outperforming expectations. It is, of course, not guaranteed that this will happen in the future, too, but I do believe that there is a pretty solid chance that Palantir could generate more than $4 billion in revenue in 2024. Let's still go with the $4 billion estimate and assume that revenue grows by 30% for the following three years, and by 25% between 2028 and 2030. If that were to happen, then Palantir would generate revenue of $17 billion in 2030, which would pencil out to a ~11x increase in nine years. What could a company with $17 billion in annual sales and 25% revenue growth be valued at?\nData by YCharts\nMajor software players such as Microsoft (MSFT), Salesforce.com (CRM), and Adobe (ADBE) are growing by 15%-25% right now, and trade for 11x to 19x this year's sales today. Considering that Palantir does, in our scenario, grow a little faster than these three companies, a 15x sales multiple does not seem outrageous at all, I believe. Based on estimated sales of $17 billion, this gets us to a market capitalization of $255 billion nine years from now, or roughly 5.3x as much as today's market capitalization of $48 billion. This does, however, not mean that PLTR will see its shares climb by 430%, as we also have to consider the company's share count, which has been rising and which will likely continue to rise. It is hard to forecast where exactly the share count will stand nine years from now, as we don't know the trajectory of future share-based compensation and since PLTR might start to repurchase shares in the future. If we assume that the share count rises by 100 million a year (the share count has risen by 80 million shares over the last year, per YCharts), that pencils out to a share count of ~2.9 billion in 2030. Based on an expected market capitalization of $255 billion, this gets us to a share price of around $90 - or roughly 3.5x as much as today. In other words, if this scenario comes true, investors will generate a 9-year return of around 250%, or roughly 15% a year. That is not as outstanding as the returns one would have gotten when one held AMZN(AMZN)over the last nine years, for example, but an annual return in the ballpark of 15% is still highly attractive, I believe.\nOne can, of course, argue that this scenario is not realistic and that the growth rate should be higher or lower, or that the sales multiple in 2030 should be different. Still, I believe that this is a solid base case scenario thatmightbe on the conservative side, considering Palantir Technologies' large potential across many different industries.\nPLTR Stock: Is Now A Good Time To Buy Or Sell?\nPalantir is a very different stock compared to what I mostly cover, and what I primarily invest in. At current prices, PLTR looks quite expensive at first sight, trading at ~150x forward earnings. The company, however, offers massive growth potential, attractive fundamentals, and has a huge moat that could grow further once PLTR is IL-6 DoD approved.\nPalantir is not a low-risk stock, as the company is, like other high-growth stocks trading at high valuations, vulnerable to interest rate movements. On top of that, profitability has not been proven on a lasting basis yet, and we don't know the trajectory of share-based compensation expenses.\nNevertheless, I believe that Palantir is a high-growth company that could deliver double-digit total returns in the long run, and due to a huge and fast-growing addressable market and a wide moat, I am willing to invest in this company - unlike many other highly-valued growth companies that I deem unattractive. Whether Palantir Technologies is a good fit for your portfolio depends on your individual goals and risk tolerance, of course, but I wouldn't be surprised to see PLTR rise at least three-fold by the end of the decade.\nIs This an Income Stream Which Induces Fear?\n\nThe primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858307251,"gmtCreate":1634973857753,"gmtModify":1634973917550,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Great! Like pls","listText":"Great! Like pls","text":"Great! Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/858307251","repostId":"1166213725","repostType":4,"repost":{"id":"1166213725","kind":"news","pubTimestamp":1634948473,"share":"https://www.laohu8.com/m/news/1166213725?lang=zh_CN&edition=full","pubTime":"2021-10-23 08:21","market":"us","language":"en","title":"Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166213725","media":"Barrons","summary":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?Tesla stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.Tesla stoc","content":"<p>Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高,收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高?</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.</p><p><blockquote>特斯拉(股票代码:TSLA)股价收于909.68美元,上涨约1.8%。标准普尔500指数下跌约0.1%,道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五,标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+,比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据,900.40美元的旧高水位是在1月25日创下的。周四,特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月,股价上涨了约40%,市值达到约9100亿美元。(特斯拉拥有约10亿股已发行股票,这使得计算变得很容易。)</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元,此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨,因为盈利修正正在飙升,”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周,分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上,”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入,特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的,仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元,不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌,或者企业可能会陷入困境。分析师预计,特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌,谁也说不准。不过,就目前而言,势头属于特斯拉多头。</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>Tesla Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</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 Stock Closed Above $900 for First Time. What Could Come Next.<blockquote>特斯拉股价首次收于900美元以上。接下来会发生什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-23 08:21</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?</p><p><blockquote>特斯拉股价在周五交易中创下历史新高,收盘价创历史新高。该股最近的走势令人难以置信。能涨到多高?</blockquote></p><p> Tesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.</p><p><blockquote>特斯拉(股票代码:TSLA)股价收于909.68美元,上涨约1.8%。标准普尔500指数下跌约0.1%,道琼斯工业平均指数上涨约0.2%。</blockquote></p><p> Shares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.</p><p><blockquote>强劲的交付量和盈利提振了这家电动汽车巨头的股价。周五,标准普尔的信用升级也提振了股价。特斯拉债务目前评级为BB+,比投资级低一级。</blockquote></p><p> Tesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.</p><p><blockquote>特斯拉股价创52周盘中新高910美元。根据道琼斯市场数据,900.40美元的旧高水位是在1月25日创下的。周四,特斯拉自1月26日以来首次收于创纪录水平。</blockquote></p><p> Shares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)</p><p><blockquote>过去三个月,股价上涨了约40%,市值达到约9100亿美元。(特斯拉拥有约10亿股已发行股票,这使得计算变得很容易。)</blockquote></p><p> Bulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.</p><p><blockquote>多头自然会看到未来会有更多收益。Wedbush分析师Dan Ives将牛市特斯拉股价目标从1300美元上调至1500美元,此前该公司周三公布了好于预期的财报。</blockquote></p><p> “Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.</p><p><blockquote>“特斯拉正在上涨,因为盈利修正正在飙升,”未来基金主动交易所交易基金管理合伙人Gary Black指出。过去几周,分析师对特斯拉2022年每股收益的预期已从每股6美元升至约8美元。“不断上涨的估值推动特斯拉在2020年登上了月球。它们将推动特斯拉在2022年达到1,000美元以上,”Black说。</blockquote></p><p> Ives rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.</p><p><blockquote>Ives将特斯拉股票评级为买入,特斯拉是Black基金的最大持仓。</blockquote></p><p> Yes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.</p><p><blockquote>是的,仍然有看空特斯拉的人认为该股被高估了。分析师目标价的底部三分之一平均约为425美元,不到周五收盘价的一半。</blockquote></p><p> Bears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.</p><p><blockquote>看空者预计天价估值最终会让投资者犹豫不决。股票通常不会因为投资者集体某天早上醒来对估值有不同的感觉而下跌。总得有事发生。整体市场可能会暴跌,或者企业可能会陷入困境。分析师预计,特斯拉的交付量将从2021年的约89万辆增长到2022年的130万辆。增长的任何问题都将成为股市的负面催化剂。</blockquote></p><p> Whether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.</p><p><blockquote>该股短期内是上涨还是下跌,谁也说不准。不过,就目前而言,势头属于特斯拉多头。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-record-high-51634913773?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166213725","content_text":"Tesla stock hit a new all-time high in Friday trading, and closed at a record. The stock’s recent run has been incredible. How high can it go?\nTesla (ticker: TSLA) stock closed at $909.68, up about 1.8%. The S&P 500 dropped about 0.1%, while the Dow Jones Industrial Average added about 0.2%.\nShares of the electric-vehicle giant have been boosted by strong deliveries and earnings. Shares also got a boost Friday from a credit upgrade at S&P. Tesla debt is now BB+ rated, one notch below investment grade.\nTesla stock’s new 52-week intraday high is $910 on the nose. The old high-water mark of $900.40 was set on Jan. 25, according to Dow Jones Market Data. On Thursday, Tesla closed at a record for the first time since Jan. 26.\nShares are up about 40% over the past three months, pushing the market cap to roughly $910 billion. (Tesla has about 1 billion shares outstanding, making the math easy.)\nBulls, naturally, see more gains ahead. Wedbush analyst Dan Ives raised his bull-case Tesla stock price target to $1,500 from $1,300 after the company reported better-than-expected earnings on Wednesday.\n“Tesla is rising because earnings revisions are soaring,” points out Gary Black, managing partner of the Future Fund Active exchange-traded fund. Analyst estimates for Tesla’s 2022 earnings have risen to about $8 a share from $6 over the past few weeks. “Rising estimates drove Tesla to the moon in 2020. They will drive Tesla to $1,000-plus in 2022,” Black says.\nIves rates Tesla stock Buy, and Tesla is the largest position in Black’s fund.\nYes, there are still Tesla bears out there who believe the stock is overvalued. The bottom third of analyst price targets averages about $425, less than half of Friday’s close.\nBears expect the sky-high valuation to give investors pause eventually. Stocks don’t usually fall just because investors, collectively, wake up one morning and feel differently about valuation. Something has to happen. The overall market could tumble, or the business could trip up. Analysts expect Tesla deliveries to grow to 1.3 million units in 2022 from about 890,000 units in 2021. Any hiccup to growth would be a negative catalyst for shares.\nWhether the stock rises or falls in the short run is anyone’s guess. For now, though, the momentum belongs to Tesla bulls.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851638917,"gmtCreate":1634900995264,"gmtModify":1634901098076,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Not surprising with supply chain issues. ","listText":"Not surprising with supply chain issues. ","text":"Not surprising with supply chain issues.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/851638917","repostId":"1169239209","repostType":4,"repost":{"id":"1169239209","kind":"news","pubTimestamp":1634896805,"share":"https://www.laohu8.com/m/news/1169239209?lang=zh_CN&edition=full","pubTime":"2021-10-22 18:00","market":"us","language":"en","title":"Investors Bet Inflation Pressures Will Linger<blockquote>投资者押注通胀压力将持续存在</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1169239209","media":"The Wall Street Journal","summary":"The 10-year break-even rate suggests that the consumer-price index will rise by an annual average of","content":"<p> <b>The 10-year break-even rate suggests that the consumer-price index will rise by an annual average of 2.57% over the next decade, worrying some investors.</b> A key measure of investors’ inflation expectations has climbed in recent weeks, adding fuel to concerns about rising consumer prices.</p><p><blockquote><b>10年盈亏平衡率表明,未来十年消费者价格指数将年均上涨2.57%,这令一些投资者感到担忧。</b>最近几周,衡量投资者通胀预期的一项关键指标攀升,加剧了人们对消费者价格上涨的担忧。</blockquote></p><p> As of Wednesday, the gauge known as the 10-year break-even rate suggested that the consumer-price index will rise by an annual average of 2.57% over the next decade, according to Federal Reserve Economic Data, or FRED. That is up from a recent low of 2.28% in late September and the highest level since 2013.</p><p><blockquote>根据美联储经济数据(FRED),截至周三,10年期盈亏平衡率指标表明,未来十年消费者价格指数将年均上涨2.57%。这高于9月底2.28%的近期低点,也是2013年以来的最高水平。</blockquote></p><p> The break-even rate is found by looking at the difference in yields between nominal Treasury bonds and Treasury inflation-protected securities, or TIPS. The rate is so called because TIPS holders can earn the same return as holders of nominal Treasurys if average annual CPI inflation matches that gap over the life of the bonds.</p><p><blockquote>盈亏平衡率是通过查看名义国债和通胀保值国债(TIPS)之间的收益率差异来确定的。之所以如此称呼该利率,是因为如果平均年CPI通胀率与债券期限内的差距相匹配,TIPS持有者可以获得与名义国债持有者相同的回报。</blockquote></p><p> Rising break-even rates worry some investors because the move suggests current inflation pressures could last longer than previously expected. The Labor Department said on Oct. 13 that last month’s consumer-price indexrose by 5.4% from a year earlier, in unadjusted terms. While that index tends to run slightly higher than the Federal Reserve’s preferred inflation gauge, the data still confirmed that inflation is much higher than the central bank’s 2% annual target.</p><p><blockquote>盈亏平衡率的上升令一些投资者感到担忧,因为此举表明当前的通胀压力可能会比此前预期的持续时间更长。美国劳工部10月13日表示,未经调整的上个月消费者价格指数同比上涨5.4%。尽管该指数往往略高于美联储首选的通胀指标,但数据仍证实通胀远高于央行2%的年度目标。</blockquote></p><p> Investors and analysts generally expect inflation to cool in the coming months as businesses ramp up the supply of goods to meet consumer demand and consumers further ease supply-chain pressures by returning to more normal spending patterns—purchasing fewer goods and more services. Many, though, have revised their forecasts upward in light of surging energy prices, rising rents andincreasing evidence of a tightening employment market.</p><p><blockquote>投资者和分析师普遍预计,随着企业增加商品供应以满足消费者需求,消费者通过回归更正常的支出模式——购买更少的商品和更多的服务——进一步缓解供应链压力,通胀将在未来几个月降温。不过,鉴于能源价格飙升、租金上涨以及就业市场收紧的证据越来越多,许多人上调了预测。</blockquote></p><p> Some analysts caution that break-even rates still don’t suggest serious concern about longer-term inflation, though they may be heading in that direction. Yield differentials between nominal and inflation-protected securities, for example, suggest CPI inflation will moderate to 2.6% in five yearsthen drop down to just below 2% about a decade from now. And even those numbers could overstate baseline expectations because break-evens can also rise based on increasing uncertainty about the inflation outlook.</p><p><blockquote>一些分析师警告说,盈亏平衡率仍然不表明对长期通胀的严重担忧,尽管它们可能正朝着这个方向发展。例如,名义证券和通胀保值证券之间的收益率差异表明,CPI通胀率将在五年内放缓至2.6%,然后在大约十年后降至略低于2%。即使这些数字也可能夸大基线预期,因为盈亏平衡也可能因通胀前景不确定性的增加而上升。</blockquote></p><p> “Break-evens are flashing maybe a yellow light here, but certainly not a red light,” said Michael Pond, head of global inflation-linked research atBarclays PLC.</p><p><blockquote>巴克莱银行全球通胀相关研究主管迈克尔·庞德表示:“盈亏平衡在这里可能是黄灯,但肯定不是红灯。”</blockquote></p><p> Several factors have lifted break-even rates this year, including a vaccine-fueled economic recovery, massive amounts of government stimulus and consistent messaging from central bankers that the Fed will be patient in its approach to tightening monetary policy.</p><p><blockquote>今年有几个因素提高了盈亏平衡利率,包括疫苗推动的经济复苏、政府的大量刺激措施以及央行行长们一致发出的美联储将对收紧货币政策保持耐心的信息。</blockquote></p><p> Last year, Fed officials announceda new policy framework, stating they would welcome inflation being modestly above their 2% target for a time to make up for the extended period it has spent below that level.</p><p><blockquote>去年,美联储官员宣布了新的政策框架,表示他们欢迎通胀暂时略高于2%的目标,以弥补长期低于该水平的情况。</blockquote></p><p> Investors’ concerns over inflation have ebbed and flowed this year, but have clearly increased lately, driving a flood of cash toward inflation-protected bonds. About $2.1 billion on net was funneled into mutual and exchange-traded funds that focus on TIPS during the two weeks ending Oct. 13, according to Refinitiv Lipper data, the largest two-week inflow in more than two months. That compared with a net outflow of $1.7 billion from all taxable bond funds during the same period.</p><p><blockquote>投资者对通胀的担忧今年时好时坏,但最近明显加剧,推动大量现金流向通胀保值债券。根据Refinitiv Lipper的数据,截至10月13日的两周内,约有21亿美元净流入专注于TIPS的共同基金和交易所交易基金,这是两个多月来最大的两周流入量。相比之下,同期所有应税债券基金净流出17亿美元。</blockquote></p><p> Fed officials themselves have recentlyexpressed concernsthat disrupted supply chains were raising the risks of more persistent inflation. At the same time, Chairman Jerome Powell has said the central bank doesn’t expect the current spike in consumer prices to lead to a new regime in which inflation remains high year after year.</p><p><blockquote>美联储官员自己最近也表达了担忧,即供应链中断正在增加通胀更加持续的风险。与此同时,主席杰罗姆·鲍威尔表示,央行预计当前消费者价格飙升不会导致通胀年复一年居高不下的新制度。</blockquote></p><p> Break-even rates, notably, have climbed even as investors have pulled forward their forecasts for when the Fed will start to raise interest rates. Federal-funds futures, which investors use to wager on interest rate policy, recently showed a 51% chance of a rate increase by July 2022 and 75% by September 2022. That is up from around 15% and 27% a month ago, respectively.</p><p><blockquote>值得注意的是,尽管投资者提前了对美联储何时开始加息的预测,但盈亏平衡利率仍在攀升。投资者用来押注利率政策的联邦基金期货最近显示,到2022年7月加息的可能性为51%,到2022年9月加息的可能性为75%。这一比例分别高于一个月前的15%和27%左右。</blockquote></p><p> “The question right now is at what point does the pull forward [in rate increases] and possible tightening make investors believe that central banks can slow the growth of inflation,” said Jim Vogel, interest-rates strategist at FHN Financial.</p><p><blockquote>FHN Financial利率策略师吉姆·沃格尔(Jim Vogel)表示:“现在的问题是,(加息)的推进和可能的紧缩政策在什么时候会让投资者相信央行可以减缓通胀的增长。”</blockquote></p><p> Raising interest rates typically slows economic growth by increasing borrowing costs and pushing consumers to spend less, thereby cooling inflation as well.</p><p><blockquote>加息通常会通过增加借贷成本和促使消费者减少支出来减缓经济增长,从而冷却通胀。</blockquote></p><p> Shorter-dated inflation expectations can continue to rise with commodity price concerns, but it has been surprising that the market’s pulling forward of interest-rate hikes hasn’t done more to arrest the rise in investors’ inflation expectations, some analysts say.</p><p><blockquote>一些分析师表示,随着大宗商品价格担忧,短期通胀预期可能会继续上升,但令人惊讶的是,市场提前加息并没有起到更多作用来阻止投资者通胀预期的上升。</blockquote></p><p></p><p> Still, rising interest-rate expectations and inflation forecasts aren’t incompatible, Barclays’ Mr. Pond said. Even if the Fed starts raising interest rates next year, it could still be years before rates reach the so-called neutral level that officials believe would neither stimulate nor slow the economy.</p><p><blockquote>巴克莱银行的庞德表示,尽管如此,加息预期和通胀预测并非不相容。即使美联储明年开始加息,利率仍可能需要数年时间才能达到所谓的中性水平,官员们认为这既不会刺激也不会减缓经济。</blockquote></p><p> “The Fed is saying we’re going to continue to run a stimulative policy even as we see inflation above our target over the next three years,” he said.</p><p><blockquote>他表示:“美联储表示,即使我们看到未来三年通胀高于目标,我们仍将继续实施刺激政策。”</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>Investors Bet Inflation Pressures Will Linger<blockquote>投资者押注通胀压力将持续存在</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\">\nInvestors Bet Inflation Pressures Will Linger<blockquote>投资者押注通胀压力将持续存在</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-10-22 18:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>The 10-year break-even rate suggests that the consumer-price index will rise by an annual average of 2.57% over the next decade, worrying some investors.</b> A key measure of investors’ inflation expectations has climbed in recent weeks, adding fuel to concerns about rising consumer prices.</p><p><blockquote><b>10年盈亏平衡率表明,未来十年消费者价格指数将年均上涨2.57%,这令一些投资者感到担忧。</b>最近几周,衡量投资者通胀预期的一项关键指标攀升,加剧了人们对消费者价格上涨的担忧。</blockquote></p><p> As of Wednesday, the gauge known as the 10-year break-even rate suggested that the consumer-price index will rise by an annual average of 2.57% over the next decade, according to Federal Reserve Economic Data, or FRED. That is up from a recent low of 2.28% in late September and the highest level since 2013.</p><p><blockquote>根据美联储经济数据(FRED),截至周三,10年期盈亏平衡率指标表明,未来十年消费者价格指数将年均上涨2.57%。这高于9月底2.28%的近期低点,也是2013年以来的最高水平。</blockquote></p><p> The break-even rate is found by looking at the difference in yields between nominal Treasury bonds and Treasury inflation-protected securities, or TIPS. The rate is so called because TIPS holders can earn the same return as holders of nominal Treasurys if average annual CPI inflation matches that gap over the life of the bonds.</p><p><blockquote>盈亏平衡率是通过查看名义国债和通胀保值国债(TIPS)之间的收益率差异来确定的。之所以如此称呼该利率,是因为如果平均年CPI通胀率与债券期限内的差距相匹配,TIPS持有者可以获得与名义国债持有者相同的回报。</blockquote></p><p> Rising break-even rates worry some investors because the move suggests current inflation pressures could last longer than previously expected. The Labor Department said on Oct. 13 that last month’s consumer-price indexrose by 5.4% from a year earlier, in unadjusted terms. While that index tends to run slightly higher than the Federal Reserve’s preferred inflation gauge, the data still confirmed that inflation is much higher than the central bank’s 2% annual target.</p><p><blockquote>盈亏平衡率的上升令一些投资者感到担忧,因为此举表明当前的通胀压力可能会比此前预期的持续时间更长。美国劳工部10月13日表示,未经调整的上个月消费者价格指数同比上涨5.4%。尽管该指数往往略高于美联储首选的通胀指标,但数据仍证实通胀远高于央行2%的年度目标。</blockquote></p><p> Investors and analysts generally expect inflation to cool in the coming months as businesses ramp up the supply of goods to meet consumer demand and consumers further ease supply-chain pressures by returning to more normal spending patterns—purchasing fewer goods and more services. Many, though, have revised their forecasts upward in light of surging energy prices, rising rents andincreasing evidence of a tightening employment market.</p><p><blockquote>投资者和分析师普遍预计,随着企业增加商品供应以满足消费者需求,消费者通过回归更正常的支出模式——购买更少的商品和更多的服务——进一步缓解供应链压力,通胀将在未来几个月降温。不过,鉴于能源价格飙升、租金上涨以及就业市场收紧的证据越来越多,许多人上调了预测。</blockquote></p><p> Some analysts caution that break-even rates still don’t suggest serious concern about longer-term inflation, though they may be heading in that direction. Yield differentials between nominal and inflation-protected securities, for example, suggest CPI inflation will moderate to 2.6% in five yearsthen drop down to just below 2% about a decade from now. And even those numbers could overstate baseline expectations because break-evens can also rise based on increasing uncertainty about the inflation outlook.</p><p><blockquote>一些分析师警告说,盈亏平衡率仍然不表明对长期通胀的严重担忧,尽管它们可能正朝着这个方向发展。例如,名义证券和通胀保值证券之间的收益率差异表明,CPI通胀率将在五年内放缓至2.6%,然后在大约十年后降至略低于2%。即使这些数字也可能夸大基线预期,因为盈亏平衡也可能因通胀前景不确定性的增加而上升。</blockquote></p><p> “Break-evens are flashing maybe a yellow light here, but certainly not a red light,” said Michael Pond, head of global inflation-linked research atBarclays PLC.</p><p><blockquote>巴克莱银行全球通胀相关研究主管迈克尔·庞德表示:“盈亏平衡在这里可能是黄灯,但肯定不是红灯。”</blockquote></p><p> Several factors have lifted break-even rates this year, including a vaccine-fueled economic recovery, massive amounts of government stimulus and consistent messaging from central bankers that the Fed will be patient in its approach to tightening monetary policy.</p><p><blockquote>今年有几个因素提高了盈亏平衡利率,包括疫苗推动的经济复苏、政府的大量刺激措施以及央行行长们一致发出的美联储将对收紧货币政策保持耐心的信息。</blockquote></p><p> Last year, Fed officials announceda new policy framework, stating they would welcome inflation being modestly above their 2% target for a time to make up for the extended period it has spent below that level.</p><p><blockquote>去年,美联储官员宣布了新的政策框架,表示他们欢迎通胀暂时略高于2%的目标,以弥补长期低于该水平的情况。</blockquote></p><p> Investors’ concerns over inflation have ebbed and flowed this year, but have clearly increased lately, driving a flood of cash toward inflation-protected bonds. About $2.1 billion on net was funneled into mutual and exchange-traded funds that focus on TIPS during the two weeks ending Oct. 13, according to Refinitiv Lipper data, the largest two-week inflow in more than two months. That compared with a net outflow of $1.7 billion from all taxable bond funds during the same period.</p><p><blockquote>投资者对通胀的担忧今年时好时坏,但最近明显加剧,推动大量现金流向通胀保值债券。根据Refinitiv Lipper的数据,截至10月13日的两周内,约有21亿美元净流入专注于TIPS的共同基金和交易所交易基金,这是两个多月来最大的两周流入量。相比之下,同期所有应税债券基金净流出17亿美元。</blockquote></p><p> Fed officials themselves have recentlyexpressed concernsthat disrupted supply chains were raising the risks of more persistent inflation. At the same time, Chairman Jerome Powell has said the central bank doesn’t expect the current spike in consumer prices to lead to a new regime in which inflation remains high year after year.</p><p><blockquote>美联储官员自己最近也表达了担忧,即供应链中断正在增加通胀更加持续的风险。与此同时,主席杰罗姆·鲍威尔表示,央行预计当前消费者价格飙升不会导致通胀年复一年居高不下的新制度。</blockquote></p><p> Break-even rates, notably, have climbed even as investors have pulled forward their forecasts for when the Fed will start to raise interest rates. Federal-funds futures, which investors use to wager on interest rate policy, recently showed a 51% chance of a rate increase by July 2022 and 75% by September 2022. That is up from around 15% and 27% a month ago, respectively.</p><p><blockquote>值得注意的是,尽管投资者提前了对美联储何时开始加息的预测,但盈亏平衡利率仍在攀升。投资者用来押注利率政策的联邦基金期货最近显示,到2022年7月加息的可能性为51%,到2022年9月加息的可能性为75%。这一比例分别高于一个月前的15%和27%左右。</blockquote></p><p> “The question right now is at what point does the pull forward [in rate increases] and possible tightening make investors believe that central banks can slow the growth of inflation,” said Jim Vogel, interest-rates strategist at FHN Financial.</p><p><blockquote>FHN Financial利率策略师吉姆·沃格尔(Jim Vogel)表示:“现在的问题是,(加息)的推进和可能的紧缩政策在什么时候会让投资者相信央行可以减缓通胀的增长。”</blockquote></p><p> Raising interest rates typically slows economic growth by increasing borrowing costs and pushing consumers to spend less, thereby cooling inflation as well.</p><p><blockquote>加息通常会通过增加借贷成本和促使消费者减少支出来减缓经济增长,从而冷却通胀。</blockquote></p><p> Shorter-dated inflation expectations can continue to rise with commodity price concerns, but it has been surprising that the market’s pulling forward of interest-rate hikes hasn’t done more to arrest the rise in investors’ inflation expectations, some analysts say.</p><p><blockquote>一些分析师表示,随着大宗商品价格担忧,短期通胀预期可能会继续上升,但令人惊讶的是,市场提前加息并没有起到更多作用来阻止投资者通胀预期的上升。</blockquote></p><p></p><p> Still, rising interest-rate expectations and inflation forecasts aren’t incompatible, Barclays’ Mr. Pond said. Even if the Fed starts raising interest rates next year, it could still be years before rates reach the so-called neutral level that officials believe would neither stimulate nor slow the economy.</p><p><blockquote>巴克莱银行的庞德表示,尽管如此,加息预期和通胀预测并非不相容。即使美联储明年开始加息,利率仍可能需要数年时间才能达到所谓的中性水平,官员们认为这既不会刺激也不会减缓经济。</blockquote></p><p> “The Fed is saying we’re going to continue to run a stimulative policy even as we see inflation above our target over the next three years,” he said.</p><p><blockquote>他表示:“美联储表示,即使我们看到未来三年通胀高于目标,我们仍将继续实施刺激政策。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/investors-bet-inflation-pressures-will-linger-11634849018?mod=markets_lead_pos5\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/investors-bet-inflation-pressures-will-linger-11634849018?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169239209","content_text":"The 10-year break-even rate suggests that the consumer-price index will rise by an annual average of 2.57% over the next decade, worrying some investors.\n\nA key measure of investors’ inflation expectations has climbed in recent weeks, adding fuel to concerns about rising consumer prices.\nAs of Wednesday, the gauge known as the 10-year break-even rate suggested that the consumer-price index will rise by an annual average of 2.57% over the next decade, according to Federal Reserve Economic Data, or FRED. That is up from a recent low of 2.28% in late September and the highest level since 2013.\nThe break-even rate is found by looking at the difference in yields between nominal Treasury bonds and Treasury inflation-protected securities, or TIPS. The rate is so called because TIPS holders can earn the same return as holders of nominal Treasurys if average annual CPI inflation matches that gap over the life of the bonds.\nRising break-even rates worry some investors because the move suggests current inflation pressures could last longer than previously expected. The Labor Department said on Oct. 13 that last month’s consumer-price indexrose by 5.4% from a year earlier, in unadjusted terms. While that index tends to run slightly higher than the Federal Reserve’s preferred inflation gauge, the data still confirmed that inflation is much higher than the central bank’s 2% annual target.\nInvestors and analysts generally expect inflation to cool in the coming months as businesses ramp up the supply of goods to meet consumer demand and consumers further ease supply-chain pressures by returning to more normal spending patterns—purchasing fewer goods and more services. Many, though, have revised their forecasts upward in light of surging energy prices, rising rents andincreasing evidence of a tightening employment market.\nSome analysts caution that break-even rates still don’t suggest serious concern about longer-term inflation, though they may be heading in that direction. Yield differentials between nominal and inflation-protected securities, for example, suggest CPI inflation will moderate to 2.6% in five yearsthen drop down to just below 2% about a decade from now. And even those numbers could overstate baseline expectations because break-evens can also rise based on increasing uncertainty about the inflation outlook.\n“Break-evens are flashing maybe a yellow light here, but certainly not a red light,” said Michael Pond, head of global inflation-linked research atBarclays PLC.\nSeveral factors have lifted break-even rates this year, including a vaccine-fueled economic recovery, massive amounts of government stimulus and consistent messaging from central bankers that the Fed will be patient in its approach to tightening monetary policy.\nLast year, Fed officials announceda new policy framework, stating they would welcome inflation being modestly above their 2% target for a time to make up for the extended period it has spent below that level.\nInvestors’ concerns over inflation have ebbed and flowed this year, but have clearly increased lately, driving a flood of cash toward inflation-protected bonds. About $2.1 billion on net was funneled into mutual and exchange-traded funds that focus on TIPS during the two weeks ending Oct. 13, according to Refinitiv Lipper data, the largest two-week inflow in more than two months. That compared with a net outflow of $1.7 billion from all taxable bond funds during the same period.\nFed officials themselves have recentlyexpressed concernsthat disrupted supply chains were raising the risks of more persistent inflation. At the same time, Chairman Jerome Powell has said the central bank doesn’t expect the current spike in consumer prices to lead to a new regime in which inflation remains high year after year.\nBreak-even rates, notably, have climbed even as investors have pulled forward their forecasts for when the Fed will start to raise interest rates. Federal-funds futures, which investors use to wager on interest rate policy, recently showed a 51% chance of a rate increase by July 2022 and 75% by September 2022. That is up from around 15% and 27% a month ago, respectively.\n“The question right now is at what point does the pull forward [in rate increases] and possible tightening make investors believe that central banks can slow the growth of inflation,” said Jim Vogel, interest-rates strategist at FHN Financial.\nRaising interest rates typically slows economic growth by increasing borrowing costs and pushing consumers to spend less, thereby cooling inflation as well.\nShorter-dated inflation expectations can continue to rise with commodity price concerns, but it has been surprising that the market’s pulling forward of interest-rate hikes hasn’t done more to arrest the rise in investors’ inflation expectations, some analysts say.\nStill, rising interest-rate expectations and inflation forecasts aren’t incompatible, Barclays’ Mr. Pond said. Even if the Fed starts raising interest rates next year, it could still be years before rates reach the so-called neutral level that officials believe would neither stimulate nor slow the economy.\n“The Fed is saying we’re going to continue to run a stimulative policy even as we see inflation above our target over the next three years,” he said.","news_type":1,"symbols_score_info":{".IXIC":0.9,"SPY":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851639214,"gmtCreate":1634900748014,"gmtModify":1634900748872,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Madness! Will be the next Gamestop.","listText":"Madness! Will be the next Gamestop.","text":"Madness! Will be the next Gamestop.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/851639214","repostId":"1101284007","repostType":4,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859498350,"gmtCreate":1634719110396,"gmtModify":1634719111161,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>Big plunge incoming...","listText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>Big plunge incoming...","text":"$Novavax(NVAX)$Big plunge incoming...","images":[{"img":"https://static.tigerbbs.com/a1e144d7eea102c6cce3ecd03310d128","width":"1080","height":"3100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859498350","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":859316418,"gmtCreate":1634655012061,"gmtModify":1634655012937,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Ok.","listText":"Ok.","text":"Ok.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859316418","repostId":"850395497","repostType":1,"repost":{"id":850395497,"gmtCreate":1634552336519,"gmtModify":1634552336956,"author":{"id":"3578976238295519","authorId":"3578976238295519","name":"Chifield","avatar":"https://static.tigerbbs.com/35652f65436cad86ed1f7c0d94afae69","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578976238295519","idStr":"3578976238295519"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a>share for coins ","listText":"<a href=\"https://laohu8.com/S/CRSR\">$Corsair Gaming, Inc.(CRSR)$</a>share for coins ","text":"$Corsair Gaming, Inc.(CRSR)$share for coins","images":[{"img":"https://static.tigerbbs.com/3663987ae84ae532fb09818d09d359eb","width":"1080","height":"3162"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850395497","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859318537,"gmtCreate":1634654928936,"gmtModify":1634654938073,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Woo hoo!!! Go go go!","listText":"Woo hoo!!! Go go go!","text":"Woo hoo!!! Go go go!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/859318537","repostId":"1146648119","repostType":4,"repost":{"id":"1146648119","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":1634650625,"share":"https://www.laohu8.com/m/news/1146648119?lang=zh_CN&edition=full","pubTime":"2021-10-19 21:37","market":"us","language":"en","title":"Sea reached an all-timehigh at 366.90<blockquote>Sea创下历史新高366.90</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1146648119","media":"Tiger Newspress","summary":" $Sea Ltd$ reached an all-time high at 366.90.A fifth and final company thatcould become one of the largest stocks by 2040is Singapore-based $Sea Ltd$. Sea sits just inside the top 50, at the moment, with a market cap of nearly $200 billion.Sea's secret weapon is that it has not one or two, but three rapidly growing operating segments. For the time being, the company's gaming division is the only one generating positive earnings before interest, taxes, depreciation, and amortization . The compan","content":"<p>(Oct 19) <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a> reached an all-time high at 366.90.</p><p><blockquote>(10月19日)<a href=\"https://laohu8.com/S/SE\">海洋有限公司</a>达到366.90的历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b79e65471d0ffc8544f8a8be6327cc8e\" tg-width=\"986\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>About Sea Limited</b></p><p><blockquote><b>关于Sea Limited</b></blockquote></p><p> A fifth and final company thatcould become one of the largest stocks by 2040is Singapore-based <b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a></b>. Sea sits just inside the top 50, at the moment, with a market cap of nearly $200 billion.</p><p><blockquote>到2040年,第五家也是最后一家可能成为最大股票之一的公司是新加坡公司<b><a href=\"https://laohu8.com/S/SE\">海洋有限公司</a></b>.Sea目前仅跻身前50名,市值接近2000亿美元。</blockquote></p><p> Sea's secret weapon is that it has not one or two, but three rapidly growing operating segments. For the time being, the company's gaming division is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). The company had approximately 725 million mobile game users in the second quarter, 12.7% of which were paying to play. This is a pay-to-play conversion rate that's well above the industry average of closer to 2%.</p><p><blockquote>Sea的秘密武器是它拥有不是一个或两个,而是三个快速增长的运营部门。目前,该公司的游戏部门是唯一一个产生正的息税折旧摊销前利润(EBITDA)的部门。该公司第二季度拥有约7.25亿手机游戏用户,其中12.7%是付费游戏用户。这一付费游戏转化率远高于接近2%的行业平均水平。</blockquote></p><p> But the real lure here is the e-commerce platform Shopee, which is the most downloaded shopping app in Southeastern Asia and is also gaining steam in Brazil. Shopee is primarily targeting emerging market countries and has delivered jaw-dropping growth over the past couple of years. For instance, the $15 billion in gross merchandise value (GMV) purchased in the second quarter places Shopee's annual sales run rate 500% higher than the GMV produced in all of 2018.</p><p><blockquote>但这里真正的诱惑是电子商务平台Shopee,它是东南亚下载量最大的购物应用程序,在巴西也越来越受欢迎。Shopee主要瞄准新兴市场国家,在过去几年中取得了令人瞠目结舌的增长。例如,第二季度购买的商品总值(GMV)为150亿美元,使Shopee的年销售额比2018年全年的GMV高出500%。</blockquote></p><p> Lastly, the company's digital financial services segment can be a hit in underbanked emerging markets. Despite being a relatively new division, it already has close to 33 million paying mobile wallet customers. Together, these segments give Sea Limited a real shot tohandily surpass a $1 trillion valuation.</p><p><blockquote>最后,该公司的数字金融服务部门可能会在银行服务不足的新兴市场大受欢迎。尽管是一个相对较新的部门,但它已经拥有近3300万付费移动钱包客户。这些细分市场共同使Sea Limited真正有机会轻松超过1万亿美元的估值。</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>Sea reached an all-timehigh at 366.90<blockquote>Sea创下历史新高366.90</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\">\nSea reached an all-timehigh at 366.90<blockquote>Sea创下历史新高366.90</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\">2021-10-19 21:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Oct 19) <a href=\"https://laohu8.com/S/SE\">Sea Ltd</a> reached an all-time high at 366.90.</p><p><blockquote>(10月19日)<a href=\"https://laohu8.com/S/SE\">海洋有限公司</a>达到366.90的历史新高。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b79e65471d0ffc8544f8a8be6327cc8e\" tg-width=\"986\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>About Sea Limited</b></p><p><blockquote><b>关于Sea Limited</b></blockquote></p><p> A fifth and final company thatcould become one of the largest stocks by 2040is Singapore-based <b><a href=\"https://laohu8.com/S/SE\">Sea Ltd</a></b>. Sea sits just inside the top 50, at the moment, with a market cap of nearly $200 billion.</p><p><blockquote>到2040年,第五家也是最后一家可能成为最大股票之一的公司是新加坡公司<b><a href=\"https://laohu8.com/S/SE\">海洋有限公司</a></b>.Sea目前仅跻身前50名,市值接近2000亿美元。</blockquote></p><p> Sea's secret weapon is that it has not one or two, but three rapidly growing operating segments. For the time being, the company's gaming division is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). The company had approximately 725 million mobile game users in the second quarter, 12.7% of which were paying to play. This is a pay-to-play conversion rate that's well above the industry average of closer to 2%.</p><p><blockquote>Sea的秘密武器是它拥有不是一个或两个,而是三个快速增长的运营部门。目前,该公司的游戏部门是唯一一个产生正的息税折旧摊销前利润(EBITDA)的部门。该公司第二季度拥有约7.25亿手机游戏用户,其中12.7%是付费游戏用户。这一付费游戏转化率远高于接近2%的行业平均水平。</blockquote></p><p> But the real lure here is the e-commerce platform Shopee, which is the most downloaded shopping app in Southeastern Asia and is also gaining steam in Brazil. Shopee is primarily targeting emerging market countries and has delivered jaw-dropping growth over the past couple of years. For instance, the $15 billion in gross merchandise value (GMV) purchased in the second quarter places Shopee's annual sales run rate 500% higher than the GMV produced in all of 2018.</p><p><blockquote>但这里真正的诱惑是电子商务平台Shopee,它是东南亚下载量最大的购物应用程序,在巴西也越来越受欢迎。Shopee主要瞄准新兴市场国家,在过去几年中取得了令人瞠目结舌的增长。例如,第二季度购买的商品总值(GMV)为150亿美元,使Shopee的年销售额比2018年全年的GMV高出500%。</blockquote></p><p> Lastly, the company's digital financial services segment can be a hit in underbanked emerging markets. Despite being a relatively new division, it already has close to 33 million paying mobile wallet customers. Together, these segments give Sea Limited a real shot tohandily surpass a $1 trillion valuation.</p><p><blockquote>最后,该公司的数字金融服务部门可能会在银行服务不足的新兴市场大受欢迎。尽管是一个相对较新的部门,但它已经拥有近3300万付费移动钱包客户。这些细分市场共同使Sea Limited真正有机会轻松超过1万亿美元的估值。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146648119","content_text":"(Oct 19) Sea Ltd reached an all-time high at 366.90.\n\nAbout Sea Limited\nA fifth and final company thatcould become one of the largest stocks by 2040is Singapore-based Sea Ltd. Sea sits just inside the top 50, at the moment, with a market cap of nearly $200 billion.\nSea's secret weapon is that it has not one or two, but three rapidly growing operating segments. For the time being, the company's gaming division is the only one generating positive earnings before interest, taxes, depreciation, and amortization (EBITDA). The company had approximately 725 million mobile game users in the second quarter, 12.7% of which were paying to play. This is a pay-to-play conversion rate that's well above the industry average of closer to 2%.\nBut the real lure here is the e-commerce platform Shopee, which is the most downloaded shopping app in Southeastern Asia and is also gaining steam in Brazil. Shopee is primarily targeting emerging market countries and has delivered jaw-dropping growth over the past couple of years. For instance, the $15 billion in gross merchandise value (GMV) purchased in the second quarter places Shopee's annual sales run rate 500% higher than the GMV produced in all of 2018.\nLastly, the company's digital financial services segment can be a hit in underbanked emerging markets. Despite being a relatively new division, it already has close to 33 million paying mobile wallet customers. Together, these segments give Sea Limited a real shot tohandily surpass a $1 trillion valuation.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":887908577,"gmtCreate":1631952410799,"gmtModify":1632805108661,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"It's good to have some proper competition to tesla cars. Maybe Tesla will improve on its quality then. ","listText":"It's good to have some proper competition to tesla cars. Maybe Tesla will improve on its quality then. ","text":"It's good to have some proper competition to tesla cars. Maybe Tesla will improve on its quality then.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/887908577","repostId":"1128389145","repostType":4,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154002610,"gmtCreate":1625458147230,"gmtModify":1633940488077,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Weird that only suspend after it's listed when the app has been around for so long. Pls help to like","listText":"Weird that only suspend after it's listed when the app has been around for so long. Pls help to like","text":"Weird that only suspend after it's listed when the app has been around for so long. Pls help to like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/154002610","repostId":"1169840279","repostType":4,"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805262781,"gmtCreate":1627884691943,"gmtModify":1633755600801,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Interesting to see if <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>stock will continue to drop if they beat expectations ","listText":"Interesting to see if <a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>stock will continue to drop if they beat expectations ","text":"Interesting to see if $Alibaba(BABA)$stock will continue to drop if they beat expectations","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/805262781","repostId":"1170689665","repostType":4,"repost":{"id":"1170689665","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":1627857540,"share":"https://www.laohu8.com/m/news/1170689665?lang=zh_CN&edition=full","pubTime":"2021-08-02 06:39","market":"us","language":"en","title":"Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170689665","media":"Tiger Newspress","summary":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Dig","content":"<p>The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外,至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后,Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙:通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市,DraftKings、Canopy Growth和猫途鹰将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人,而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数,随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右,这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元,周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b> Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8,高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b> reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后,预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b> is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%,而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆,而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b> its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8,而6月份为60.1。</blockquote></p><p> <b>ADP releases</b> its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人,6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b> for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测,继6月份非农就业人数增加85万人之后,非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</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>Alibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</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\">\nAlibaba,Uber, DraftKings, GM, Roku, EA, ViacomCBS, and Other Stocks for Investors to Watch This Week<blockquote>阿里巴巴-SW、Uber、DraftKings、通用汽车、Roku、EA、ViacomCBS等本周值得投资者关注的股票</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\">2021-08-02 06:39</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.</p><p><blockquote>第二季度业绩本周继续公布。除了数百家小盘股外,至少有143家标普500公司即将发布报告。法拉利、Vornado Realty Trust、Take-Two Interactive Software和Simon Property Group将于周一开始行动。随后,Lyft、阿里巴巴-SW集团控股、尼古拉、安德玛、礼来公司和康菲石油公司将于周二发布业绩。</blockquote></p><p> Wednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.</p><p><blockquote>周三将特别繁忙:通用汽车、Uber Technologies、Etsy、艺电、西部数据、Roku、CVS Health、卡夫亨氏和软银都有报告。Beyond Meat、Yelp、Wayfair、Moderna和ViacomCBS将于周四上市,DraftKings、Canopy Growth和猫途鹰将于周五结束本周。中国教育企业新东方教育科技集团有限公司和好未来教育集团取消原定的财报发布和财报看涨期权。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/94057bf11ca8d7311db6c075ba98727b\" tg-width=\"1706\" tg-height=\"740\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.</p><p><blockquote>本周经济日历上的亮点将是周五的就业。美国劳工统计局预计7月份非农就业人数将增加625,000人,而6月份为850,000人。失业率预计将保持在6%以下。</blockquote></p><p> Other data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.</p><p><blockquote>本周公布的其他数据包括供应管理协会周一公布的7月份制造业采购经理人指数,随后是周三公布的服务业采购经理人指数。这两项经济活动指标预计都在61左右,这意味着强劲的扩张。</blockquote></p><p> <b>Monday 8/2</b></p><p><blockquote><b>星期一8/2</b></blockquote></p><p> CNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.</p><p><blockquote>CNA Financial、Global Payments、JELD-WEN Holding、Loews、Arista Networks、Leggett&Platt、Vornado Realty Trust、ZoomInfo Technologies、Woodward、Take-Two Interactive Software、喜力、Trex、法拉利、Ultra Clean Holdings和Simon Property Group预计将发布财务业绩。</blockquote></p><p> GE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.</p><p><blockquote>通用电气股票周一开盘价约为每股104美元,周五收盘价为12.95美元。该公司周五晚上完成了8股1股的反向股票分割。</blockquote></p><p> <b>The Institute for Supply</b> Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.</p><p><blockquote><b>供应研究所</b>管理层发布7月份制造业采购经理人指数。普遍预期为60.8,高于6月份的60.6。</blockquote></p><p> <b>The Census Bureau</b> reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.</p><p><blockquote><b>人口普查局</b>报告6月份建筑支出。继5月份下降0.3%后,预计环比增长0.4%。</blockquote></p><p> <b>Tuesday 8/3</b></p><p><blockquote><b>星期二8/3</b></blockquote></p><p> Eaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.</p><p><blockquote>Eaton、BP、Under Armour、Lyft、Clorox、Amgen、Akamai Technologies、Cummins、Eli Lilly、阿里巴巴-SW集团控股、Nikola、EnPro Industries、Warner Music Group、Pitney Bowes、Tennant、Phillips 66、KKR、Gartner、Henry Schein、Dun&Bradstreet Holdings、ConocoPhillips和Jacobs Engineering Group在评级召开会议讨论财务业绩。</blockquote></p><p> <b>The Census Bureau</b> is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.</p><p><blockquote><b>人口普查局</b>预计将报告6月份的工厂订单。经济学家预测当月订单增长1.0%,而5月份为增长1.7%。</blockquote></p><p> <b>Wednesday 8/4</b></p><p><blockquote><b>星期三8/4</b></blockquote></p><p> Sony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.</p><p><blockquote>Sony Group、CVS Health、卡夫亨氏、软银、General Motors、Progressive、Etsy、Electronic Arts、Western Digital、Uber Technologies、Roku、MGM Resorts International、Fox和Re/Max Holdings预计将举行财报评级。</blockquote></p><p> <b>The Bureau of Economic</b> Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.</p><p><blockquote><b>经济局</b>分析报告7月份轻型汽车销量。预计看涨期权经季节调整后的年产量为1530万辆,而6月份为1540万辆。</blockquote></p><p> <b>The ISM releases</b> its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.</p><p><blockquote><b>ISM发布</b>7月份服务业PMI。普遍预期为60.8,而6月份为60.1。</blockquote></p><p> <b>ADP releases</b> its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.</p><p><blockquote><b>ADP释放</b>七月份全国就业报告。市场普遍估计非农私营部门就业人数将增加635,000人,6月份增加692,000人。</blockquote></p><p> <b>Thursday 8/5</b></p><p><blockquote><b>星期四8/5</b></blockquote></p><p> Zillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.</p><p><blockquote>Zillow Group、Beyond Meat、Yelp、Wayfair、Kellogg、Bayer、HanesBrands、Moderna、Regeneron Pharmaceuticals、Switch、Cushman&Wakefield、ViacomCBS、Cigna、Duke Energy、Square、新闻集团和西门子预计将公布财务业绩。</blockquote></p><p> Friday 8/6</p><p><blockquote>星期五8/6</blockquote></p><p> <b>The BLS releases the jobs report</b> for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.</p><p><blockquote><b>美国劳工统计局发布就业报告</b>为了七月。经济学家预测,继6月份非农就业人数增加85万人之后,非农就业人数将增加80万人。失业率预计将从5.9%小幅降至5.8%。</blockquote></p><p> DraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.</p><p><blockquote>DraftKings、Dominion Energy、Gannett、MGM Growth Properties、AMC Networks、Canopy Growth、猫途鹰、Spectrum Brands Holdings、E.WScripps、Cinemark Holdings和Manitowoc在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","DKNG":"DraftKings Inc.","GM":"通用汽车","EA":"艺电",".DJI":"道琼斯","UBER":"优步","ROKU":"Roku Inc",".IXIC":"NASDAQ Composite","GE":"GE航空航天","BABA":"阿里巴巴"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170689665","content_text":"The parade of second-quarter results continues this week. No fewer than 143 S&P 500 companies are on deck to report, in addition to hundreds of small caps. Ferrari, Vornado Realty Trust, Take-Two Interactive Software, and Simon Property Group will get the ball rolling on Monday. Then Lyft, Alibaba Group Holding, Nikola, Under Armour, Eli Lilly, and ConocoPhillips release their results on Tuesday.\nWednesday will be particularly busy:General Motors,Uber Technologies,Etsy,Electronic Arts,Western Digital,Roku,CVS Health,Kraft Heinz, and SoftBank all report.Beyond Meat,Yelp,Wayfair, Moderna, and ViacomCBS go on Thursday and DraftKings,Canopy Growth,and Tripadvisor will close the week on Friday.Chinese Education Corporation New Oriental Education & Technology Group Inc. and TAL Education Group cancels scheduled earnings release and earnings call.\n\nThe highlight on the economic calendar this week will be Jobs Friday. The Bureau of Labor Statistics is expected to show a gain of 625,000 nonfarm payrolls in July, following June’s 850,000. The unemployment rate is seen holding just below 6%.\nOther data out this week include the Institute for Supply Management’s Manufacturing Purchasing Managers’ Index for July on Monday, followed by the Services equivalent on Wednesday. Both measures of economic activity are forecast to come in at around 61, which would signify strong expansion.\nMonday 8/2\nCNA Financial,Global Payments,JELD-WEN Holding,Loews,Arista Networks,Leggett & Platt,Vornado Realty Trust, ZoomInfo Technologies, Woodward, Take-Two Interactive Software, Heineken, Trex, Ferrari,Ultra Clean Holdings,and Simon Property Group are expected to release financial results.\nGE stock will open for trading Monday at about $104 a share, after closing Friday at $12.95. The company completed its 1-for-8 reverse stock split Friday evening.\nThe Institute for Supply Management releases its Manufacturing Purchasing Managers’ Index for July. Consensus estimate is for a 60.8 reading, up from 60.6 in June.\nThe Census Bureau reports construction spending for June. Expectations are for a 0.4% month-over-month rise, after a 0.3% decline in May.\nTuesday 8/3\nEaton, BP, Under Armour, Lyft,Clorox,Amgen,Akamai Technologies,Cummins, Eli Lilly, Alibaba Group Holding, Nikola, EnPro Industries,Warner Music Group,Pitney Bowes,Tennant,Phillips 66,KKR,Gartner,Henry Schein,Dun & Bradstreet Holdings,ConocoPhillips, and Jacobs Engineering Grouphost conference calls to discuss financial results.\nThe Census Bureau is slated to report factory orders for June. Economists predict that orders increased 1.0% during the month, compared with a 1.7% rise in May.\nWednesday 8/4\nSony Group,CVS Health, Kraft Heinz, SoftBank, General Motors, Progressive, Etsy, Electronic Arts, Western Digital, Uber Technologies, Roku,MGM Resorts International,Fox, and Re/Max Holdings are expected to host earnings calls.\nThe Bureau of Economic Analysis reports light-vehicle sales for July. Expectations call for a seasonally adjusted annual rate of 15.3 million vehicles, versus 15.4 million in June.\nThe ISM releases its Services PMI for July. Consensus estimate is for a 60.8 reading, compared with June’s 60.1.\nADP releases its National Employment report for July. Consensus estimate is for a 635,000 gain in nonfarm private-sector employment, following an increase of 692,000 in June.\nThursday 8/5\nZillow Group,Beyond Meat, Yelp, Wayfair, Kellogg,Bayer,HanesBrands, Moderna,Regeneron Pharmaceuticals,Switch,Cushman & Wakefield,ViacomCBS,Cigna,Duke Energy,Square,News Corp,and Siemensare expected to report financial results.\nFriday 8/6\nThe BLS releases the jobs report for July. Economists forecast a 800,000 rise in nonfarm payrolls, after an 850,000 gain in June. The unemployment rate is expected to edge down to 5.8% from 5.9%.\nDraftKings,Dominion Energy,Gannett,MGM Growth Properties,AMC Networks,Canopy Growth, Tripadvisor,Spectrum Brands Holdings,E.W. Scripps,Cinemark Holdings, and Manitowoc host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"BABA":0.9,"EA":0.9,"GE":0.9,"ROKU":0.9,".IXIC":0.9,"DKNG":0.9,"VIAC":0.9,".DJI":0.9,"GM":0.9,".SPX":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183056234,"gmtCreate":1623295816728,"gmtModify":1631885337402,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>hope they will announce some data soon for the uptrend to continue","listText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>hope they will announce some data soon for the uptrend to continue","text":"$Novavax(NVAX)$hope they will announce some data soon for the uptrend to continue","images":[{"img":"https://static.tigerbbs.com/b01950a16c98c51e7b0d9de50bcb8308","width":"1080","height":"2737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/183056234","isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545915316512514","authorId":"3545915316512514","name":"哈哈hhhhhhh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3545915316512514","idStr":"3545915316512514"},"content":"that is sell time..","text":"that is sell time..","html":"that is sell time.."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":855396710,"gmtCreate":1635333320665,"gmtModify":1635333320874,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"People are still addicted to McDonald's food","listText":"People are still addicted to McDonald's food","text":"People are still addicted to McDonald's food","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/855396710","repostId":"1180104865","repostType":4,"repost":{"id":"1180104865","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":1635333067,"share":"https://www.laohu8.com/m/news/1180104865?lang=zh_CN&edition=full","pubTime":"2021-10-27 19:11","market":"us","language":"en","title":"McDonald's rose nearly 3% in premarket trading as its sales soar on higher prices and newer menu items<blockquote>麦当劳在盘前交易中上涨近3%,因价格上涨和菜单更新而销售额飙升</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180104865","media":"Tiger Newspress","summary":"Fast food giant McDonald's Corp(MCD.N)reported quarterly global sales on Wednesday that beat Wall St","content":"<p>Fast food giant McDonald's Corp(MCD.N)reported quarterly global sales on Wednesday that beat Wall Street expectations, helped by higher prices, larger order sizes and newer menu items.</p><p><blockquote>快餐巨头麦当劳公司(MCD.N)周三公布的季度全球销售额超出了华尔街的预期,这得益于更高的价格、更大的订单规模和更新的菜单项目。</blockquote></p><p> Same-store sales jumped 12.7% in the third quarter ended Sept. 30, well above pre-pandemic levels and better than estimates of a 10.31% rise, according to Refinitiv IBES data.</p><p><blockquote>Refinitiv IBES数据显示,截至9月30日的第三季度同店销售额增长12.7%,远高于大流行前的水平,也好于预期的10.31%的增幅。</blockquote></p><p> With pandemic-related restrictions easing and restaurants opening at full capacity, McDonald's has been gaining market share from competitors by investing in new menu items such as the crispy chicken sandwich and its \"Famous Orders\" campaign with pop stars including South Korean boy band BTS and rapper Saweetie.</p><p><blockquote>随着与大流行相关的限制放松和餐厅满负荷营业,麦当劳通过投资脆皮鸡肉三明治等新菜单项以及与韩国男孩乐队BTS和说唱歌手Saweetie等流行歌星合作的“著名订单”活动,从竞争对手那里获得了市场份额。</blockquote></p><p> The company, which has been seeking to grow sales digitally, launched a new loyalty program in the United States, while also doubling down on advertising.</p><p><blockquote>该公司一直在寻求以数字化方式增加销售额,在美国推出了一项新的忠诚度计划,同时也加倍投入广告。</blockquote></p><p> The upbeat results from McDonald's is in contrast to some other restaurant chains such as Domino's Pizza Inc(DPZ.N)and Burger King-owner Restaurant Brands International Inc(QSR.TO)that flagged a slowdown due to the tight labor market.</p><p><blockquote>麦当劳的乐观业绩与达美乐披萨公司(DPZ)等其他一些连锁餐厅形成鲜明对比。N)和汉堡王所有者Restaurant Brands International Inc(QSR.TO)表示,由于劳动力市场紧张,经济放缓。</blockquote></p><p> Several food service chains, including McDonald's, have had to bump up menu prices to counter rising labor costs and food inflation.</p><p><blockquote>包括麦当劳在内的几家食品服务连锁店不得不提高菜单价格,以应对劳动力成本上涨和食品通胀。</blockquote></p><p> Comparable sales for McDonald's in the U.S. rose 9.6% in the reported quarter, which the company attributed in part to higher menu prices and customers buying more items per order.</p><p><blockquote>麦当劳在美国的可比销售额在报告季度增长了9.6%,该公司将其部分归因于菜单价格上涨以及顾客每份订单购买更多商品。</blockquote></p><p> U.S. sales grew nearly 15% in the third quarter, compared with the same period in 2019. Analysts were expecting U.S. sales to grow 8.27%.</p><p><blockquote>与2019年同期相比,第三季度美国销售额增长了近15%。分析师此前预计美国销售额将增长8.27%。</blockquote></p><p> Total revenue increased 14% to $6.20 billion in the reported quarter, beating expectations of $6.03 billion.</p><p><blockquote>报告季度总收入增长14%至62亿美元,超出预期的60.3亿美元。</blockquote></p><p> Net income rose 22% to $2.15 billion and the company earned $2.76 per share on an adjusted basis.</p><p><blockquote>净利润增长22%,达到21.5亿美元,调整后公司每股收益2.76美元。</blockquote></p><p> McDonald's shares rose nearly 3% in premarket trading.<img src=\"https://static.tigerbbs.com/046ba4ca49c5067ff647489db494a03b\" tg-width=\"766\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></p><p><blockquote>麦当劳股价在盘前交易中上涨近3%。</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>McDonald's rose nearly 3% in premarket trading as its sales soar on higher prices and newer menu items<blockquote>麦当劳在盘前交易中上涨近3%,因价格上涨和菜单更新而销售额飙升</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\">\nMcDonald's rose nearly 3% in premarket trading as its sales soar on higher prices and newer menu items<blockquote>麦当劳在盘前交易中上涨近3%,因价格上涨和菜单更新而销售额飙升</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\">2021-10-27 19:11</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Fast food giant McDonald's Corp(MCD.N)reported quarterly global sales on Wednesday that beat Wall Street expectations, helped by higher prices, larger order sizes and newer menu items.</p><p><blockquote>快餐巨头麦当劳公司(MCD.N)周三公布的季度全球销售额超出了华尔街的预期,这得益于更高的价格、更大的订单规模和更新的菜单项目。</blockquote></p><p> Same-store sales jumped 12.7% in the third quarter ended Sept. 30, well above pre-pandemic levels and better than estimates of a 10.31% rise, according to Refinitiv IBES data.</p><p><blockquote>Refinitiv IBES数据显示,截至9月30日的第三季度同店销售额增长12.7%,远高于大流行前的水平,也好于预期的10.31%的增幅。</blockquote></p><p> With pandemic-related restrictions easing and restaurants opening at full capacity, McDonald's has been gaining market share from competitors by investing in new menu items such as the crispy chicken sandwich and its \"Famous Orders\" campaign with pop stars including South Korean boy band BTS and rapper Saweetie.</p><p><blockquote>随着与大流行相关的限制放松和餐厅满负荷营业,麦当劳通过投资脆皮鸡肉三明治等新菜单项以及与韩国男孩乐队BTS和说唱歌手Saweetie等流行歌星合作的“著名订单”活动,从竞争对手那里获得了市场份额。</blockquote></p><p> The company, which has been seeking to grow sales digitally, launched a new loyalty program in the United States, while also doubling down on advertising.</p><p><blockquote>该公司一直在寻求以数字化方式增加销售额,在美国推出了一项新的忠诚度计划,同时也加倍投入广告。</blockquote></p><p> The upbeat results from McDonald's is in contrast to some other restaurant chains such as Domino's Pizza Inc(DPZ.N)and Burger King-owner Restaurant Brands International Inc(QSR.TO)that flagged a slowdown due to the tight labor market.</p><p><blockquote>麦当劳的乐观业绩与达美乐披萨公司(DPZ)等其他一些连锁餐厅形成鲜明对比。N)和汉堡王所有者Restaurant Brands International Inc(QSR.TO)表示,由于劳动力市场紧张,经济放缓。</blockquote></p><p> Several food service chains, including McDonald's, have had to bump up menu prices to counter rising labor costs and food inflation.</p><p><blockquote>包括麦当劳在内的几家食品服务连锁店不得不提高菜单价格,以应对劳动力成本上涨和食品通胀。</blockquote></p><p> Comparable sales for McDonald's in the U.S. rose 9.6% in the reported quarter, which the company attributed in part to higher menu prices and customers buying more items per order.</p><p><blockquote>麦当劳在美国的可比销售额在报告季度增长了9.6%,该公司将其部分归因于菜单价格上涨以及顾客每份订单购买更多商品。</blockquote></p><p> U.S. sales grew nearly 15% in the third quarter, compared with the same period in 2019. Analysts were expecting U.S. sales to grow 8.27%.</p><p><blockquote>与2019年同期相比,第三季度美国销售额增长了近15%。分析师此前预计美国销售额将增长8.27%。</blockquote></p><p> Total revenue increased 14% to $6.20 billion in the reported quarter, beating expectations of $6.03 billion.</p><p><blockquote>报告季度总收入增长14%至62亿美元,超出预期的60.3亿美元。</blockquote></p><p> Net income rose 22% to $2.15 billion and the company earned $2.76 per share on an adjusted basis.</p><p><blockquote>净利润增长22%,达到21.5亿美元,调整后公司每股收益2.76美元。</blockquote></p><p> McDonald's shares rose nearly 3% in premarket trading.<img src=\"https://static.tigerbbs.com/046ba4ca49c5067ff647489db494a03b\" tg-width=\"766\" tg-height=\"567\" referrerpolicy=\"no-referrer\"></p><p><blockquote>麦当劳股价在盘前交易中上涨近3%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCD":"麦当劳"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180104865","content_text":"Fast food giant McDonald's Corp(MCD.N)reported quarterly global sales on Wednesday that beat Wall Street expectations, helped by higher prices, larger order sizes and newer menu items.\nSame-store sales jumped 12.7% in the third quarter ended Sept. 30, well above pre-pandemic levels and better than estimates of a 10.31% rise, according to Refinitiv IBES data.\nWith pandemic-related restrictions easing and restaurants opening at full capacity, McDonald's has been gaining market share from competitors by investing in new menu items such as the crispy chicken sandwich and its \"Famous Orders\" campaign with pop stars including South Korean boy band BTS and rapper Saweetie.\nThe company, which has been seeking to grow sales digitally, launched a new loyalty program in the United States, while also doubling down on advertising.\nThe upbeat results from McDonald's is in contrast to some other restaurant chains such as Domino's Pizza Inc(DPZ.N)and Burger King-owner Restaurant Brands International Inc(QSR.TO)that flagged a slowdown due to the tight labor market.\nSeveral food service chains, including McDonald's, have had to bump up menu prices to counter rising labor costs and food inflation.\nComparable sales for McDonald's in the U.S. rose 9.6% in the reported quarter, which the company attributed in part to higher menu prices and customers buying more items per order.\nU.S. sales grew nearly 15% in the third quarter, compared with the same period in 2019. Analysts were expecting U.S. sales to grow 8.27%.\nTotal revenue increased 14% to $6.20 billion in the reported quarter, beating expectations of $6.03 billion.\nNet income rose 22% to $2.15 billion and the company earned $2.76 per share on an adjusted basis.\nMcDonald's shares rose nearly 3% in premarket trading.","news_type":1,"symbols_score_info":{"MCD":0.9}},"isVote":1,"tweetType":1,"viewCount":3238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821469348,"gmtCreate":1633773925527,"gmtModify":1633773925755,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Pls help to like.","listText":"Pls help to like.","text":"Pls help to like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/821469348","repostId":"1167388174","repostType":4,"isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860702591,"gmtCreate":1632207006913,"gmtModify":1632802061333,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Sigh... pls help to like.","listText":"Sigh... pls help to like.","text":"Sigh... pls help to like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/860702591","repostId":"2169681424","repostType":4,"isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813141753,"gmtCreate":1630159008572,"gmtModify":1704956623909,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Haha <a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>is going back up! Power to the little people! ","listText":"Haha <a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>is going back up! Power to the little people! ","text":"Haha $AMC Entertainment(AMC)$is going back up! Power to the little people!","images":[{"img":"https://static.tigerbbs.com/adfbf3c3349d8d4a5a07805dd2a12a84","width":"1080","height":"3100"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/813141753","isVote":1,"tweetType":1,"viewCount":435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":180563701,"gmtCreate":1623212976303,"gmtModify":1631888901423,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Great surge last night!<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a>pls continue to fly to the space ","listText":"Great surge last night!<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a>pls continue to fly to the space ","text":"Great surge last night!$AST SpaceMobile, Inc.(ASTS)$pls continue to fly to the space","images":[{"img":"https://static.tigerbbs.com/6d9d9a27cb9baea10e778ed830e458b9","width":"1080","height":"2737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/180563701","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":820431194,"gmtCreate":1633412816036,"gmtModify":1633412816749,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Not buying anything in Oct as it tends to sell off during this month. Shall wait for a sign of uptrend 1st...","listText":"Not buying anything in Oct as it tends to sell off during this month. Shall wait for a sign of uptrend 1st...","text":"Not buying anything in Oct as it tends to sell off during this month. Shall wait for a sign of uptrend 1st...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/820431194","repostId":"2172873995","repostType":4,"isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896283245,"gmtCreate":1628584746387,"gmtModify":1633745959174,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Pls like. Thanks","listText":"Pls like. Thanks","text":"Pls like. Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/896283245","repostId":"2155377091","repostType":4,"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120458009,"gmtCreate":1624333892601,"gmtModify":1631885074645,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Still waiting for <a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>to drop more before entering.","listText":"Still waiting for <a href=\"https://laohu8.com/S/DIS\">$Walt Disney(DIS)$</a>to drop more before entering.","text":"Still waiting for $Walt Disney(DIS)$to drop more before entering.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/120458009","repostId":"2145703861","repostType":4,"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888930992,"gmtCreate":1631419898316,"gmtModify":1631891638431,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Ok. Pls help to like.","listText":"Ok. Pls help to like.","text":"Ok. Pls help to like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/888930992","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://www.laohu8.com/m/news/1189654544?lang=zh_CN&edition=full","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周:秋季IPO市场以10周IPO拉开帷幕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后,未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy <b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年,该公司的收入复合年增长率为14%,并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand <b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商,采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争,但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后,<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事,为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利,随着体育直播的恢复,2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain <b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店,随着业务扩展到新州,它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息,并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform <b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台,帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲,Definitive Healthcare尚未盈利,但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform <b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件,以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂,ForgeRock无利可图,是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech <b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法,以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验,这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer <b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统,最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图,2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech <b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症,特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌,该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service <b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长,EzFill表示,它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21,文艺复兴IPO指数今年迄今上涨了7.7%,而标普500上涨了19.6%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Snowflake(SNOW)和Palantir Technologies(PLTR)。Renaissance International IPO指数今年迄今下跌11.0%,而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周:秋季IPO市场以10周IPO拉开帷幕</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week<blockquote>美国IPO周:秋季IPO市场以10周IPO拉开帷幕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-09-12 08:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p><p><blockquote>在短暂的假期周经历了一波发行之后,未来一周将有10起IPO计划筹集超过30亿美元的资金。</blockquote></p><p> Tech consultancy <b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p><p><blockquote>技术咨询<b>Thoughtworks</b>(TWKS)计划以63亿美元的市值筹集7亿美元。这家敏捷软件开发商为300多家企业客户提供优质的端到端数字战略、设计和工程服务。从2017年到2020年,该公司的收入复合年增长率为14%,并在2020年和2021年上半年扩大了利润率。</blockquote></p><p> Swiss running shoe brand <b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p><p><blockquote>瑞士跑鞋品牌<b>持有时</b>(ONON)计划以59亿美元的市值筹集5.91亿美元。On是一家全球优质运动鞋、服装和配饰供应商,采用可持续材料及其专有技术设计。尽管面临来自其他知名运动服装品牌的激烈竞争,但该公司已展现出增长和盈利能力。</blockquote></p><p> After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p><p><blockquote>在结束通过SPAC上市的谈判后,<b>Sportradar集团</b>(SRAD)计划以79亿美元的市值筹集5.04亿美元。这家瑞士公司每年报道83项运动的750,000多场赛事,为体育联盟、博彩运营商和媒体公司提供软件、数据和内容。Sportradar已实现盈利,随着体育直播的恢复,2021年上半年增长加速。</blockquote></p><p> Drive-thru coffee chain <b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p><p><blockquote>得来速咖啡连锁店<b>荷兰兄弟</b>(BROS)计划以33亿美元的市值筹集4亿美元。这家总部位于俄勒冈州的公司在美国西部拥有471家得来速咖啡店连锁店,随着业务扩展到新州,它一直能够保持同店销售增长的记录。内部人士收到了IPO前的股息,并将把股票卖回给公司。</blockquote></p><p> Healthcare intelligence platform <b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p><p><blockquote>医疗智能平台<b>权威医疗保健</b>(DH)计划以33亿美元的市值筹集3.5亿美元。该公司提供医疗保健商业智能和分析平台,帮助其客户分析、导航和销售复杂的医疗保健生态系统。由于增长强劲,Definitive Healthcare尚未盈利,但将在IPO后进行杠杆化。</blockquote></p><p> Identity management platform <b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p><p><blockquote>身份管理平台<b>ForgeRock</b>(FORG)计划以21亿美元的市值筹集2.48亿美元。该公司提供身份和访问管理软件,以及一个提供、认证和管理所有类型数字身份的平台。由于销售和营销费用高昂,ForgeRock无利可图,是价值数十亿美元的身份和访问市场中领先的下一代提供商。</blockquote></p><p> Immunology biotech <b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p><p><blockquote>免疫学生物技术<b>骰子疗法</b>(DICE)计划以5.5亿美元的市值筹集1.6亿美元。这家生物技术公司正在开发口服小分子疗法,以治疗免疫学和其他治疗领域的慢性疾病。DICE计划启动其主要候选药物S011806的1期试验,这是一种具有多种免疫学适应症的口服拮抗剂。</blockquote></p><p> Surgical robotics developer <b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p><p><blockquote>手术机器人开发商<b>PROCEPT生物机器人</b>(PRCT)计划以11亿美元的市值筹集1.27亿美元。这家商业阶段的公司开发用于微创泌尿外科手术的手术机器人系统,最初的重点是治疗良性前列腺增生。PROCEPT BioRobotics非常无利可图,2021年上半年收入增长了六倍多。</blockquote></p><p> Oncology biotech <b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p><p><blockquote>肿瘤生物技术<b>泰拉生物科学公司</b>(TYRA)计划以5.84亿美元的市值筹集1.01亿美元。这家临床前生物技术公司正在开发用于癌症,特别是实体瘤的FGFR激酶抑制剂。Tyra的主要候选药物最初专注于膀胱癌,该公司预计将于2022年中期提交IND。</blockquote></p><p> Micro-cap gas delivery service <b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p><p><blockquote>微帽气体输送服务<b>埃兹菲尔控股</b>(EZFL)计划以1.04亿美元的市值筹集2500万美元。这家移动加油公司通过移动应用程序在佛罗里达州提供按需加油服务。由于爆炸性增长,EzFill表示,它是南佛罗里达州市场的主导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至9/9/21,文艺复兴IPO指数今年迄今上涨了7.7%,而标普500上涨了19.6%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有的顶级ETF包括Snowflake(SNOW)和Palantir Technologies(PLTR)。Renaissance International IPO指数今年迄今下跌11.0%,而ACWX指数上涨10.0%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有的顶级ETF包括思摩尔国际和殷拓合伙人。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Renaissance Capital</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":{"DICE":"DICE Therapeutics, Inc.",".DJI":"道琼斯","DH":"Definitive Healthcare Corp.","ONON":"On Holding AG","SRAD":"Sportradar Group AG","FORG":"ForgeRock, Inc.","TWKS":"Thoughtworks Holding Inc.",".IXIC":"NASDAQ Composite","BROS":"Dutch Bros Inc.","TYRA":"Tyra Biosciences, Inc.",".SPX":"S&P 500 Index","PRCT":"PROCEPT BioRobotics"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{".DJI":0.9,"EZFL":0.9,"TYRA":0.9,"DH":0.9,"FORG":0.9,"ONON":0.9,"DICE":0.9,"PRCT":0.9,".IXIC":0.9,"SRAD":0.9,".SPX":0.9,"TWKS":0.9,"BROS":0.9}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811232574,"gmtCreate":1630325618398,"gmtModify":1704958441192,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Pls help to like.","listText":"Pls help to like.","text":"Pls help to like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/811232574","repostId":"2163776380","repostType":4,"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813271740,"gmtCreate":1630209128580,"gmtModify":1704957073063,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Yes! <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>is a good growth stock. Hodling long term.","listText":"Yes! <a href=\"https://laohu8.com/S/OPEN\">$Opendoor Technologies Inc(OPEN)$</a>is a good growth stock. Hodling long term.","text":"Yes! $Opendoor Technologies Inc(OPEN)$is a good growth stock. Hodling long term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/813271740","repostId":"1129129956","repostType":4,"repost":{"id":"1129129956","kind":"news","pubTimestamp":1630201285,"share":"https://www.laohu8.com/m/news/1129129956?lang=zh_CN&edition=full","pubTime":"2021-08-29 09:41","market":"us","language":"en","title":"This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129129956","media":"Motley Fool","summary":"The iBuying business is a race to grow larger, and Opendoor is winning.The company is growing at a rate that is two years ahead of what management projected just a year earlier.The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.Real estate iBuying company Opendoor Technologieshas been executing at a high level in the three quarters since coming public via a special purpose acquisition company merger. In a race to disrupt residential ","content":"<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li> <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li> <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛,Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度,这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>(纳斯达克:OPEN)自通过特殊目的收购公司(SPAC)合并上市以来,三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中,Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间,市场尚未欣赏Opendoor的成就;该股较高点下跌超过50%。有三个重要线索表明,对于大胆的投资者来说,Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢,由多方处理,包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作,平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念,即房屋的买卖是数字化的,像Opendoor这样的公司直接与卖家合作,为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用,如代理商佣金。然后Opendoor在市场上转售房屋,并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后,竞争对手也开始提供iBuying服务,包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度(买卖数千套房屋需要大量资金)以及房地产市场的价格竞争力,这些公司都在竞相做大。随着公司买卖更多房屋,他们有能力通过利用外包承包商来节省资金来获得更多利润,并且随着交易数量的增加,其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据,Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋,比Zillow多53%,是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时,他们会公开介绍自己的业务,通常包括长期增长预测。大约一年前,即2020年9月,Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示,“……根据我们目前的进展,我们下半年的收入运行率有望超过2023年的目标,比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说,如果Opendoor按照目前的业务水平运营12个月,它将超过2023年预计的98亿美元收入。这是一个被忽视的点,因为如果Opendoor已经比其最初的增长曲线提前了两年,那么到2023年它会在哪里?当然,房地产市场下滑或其他事件可能会扰乱公司的增长速度,但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会?</h3>投资者忽略了这一强劲表现,而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说,经营业绩或收益如何并不重要;几个月来,股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊,而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员,投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期,市场最终可能会好转。当这种情况发生时,股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论,并假设Opendoor在2022年的销售额为100亿美元(换句话说,Opendoor在接下来的一年里停止增长并保持目前的速度),那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3,反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场,也是一个复杂的行业,因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是,如果该公司继续保持这样的表现,它将成为房地产未来的重要参与者。</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>This Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">\nThis Unloved Tech Stock Could Make You Rich One Day<blockquote>这只不受欢迎的科技股有一天会让你变得富有</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\">2021-08-29 09:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Key Points</p><p><blockquote>要点</blockquote></p><p> <ul> <li>The iBuying business is a race to grow larger, and Opendoor is winning.</li> <li>The company is growing at a rate that is two years ahead of what management projected just a year earlier.</li> <li>The market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.</li> </ul> </p><p><blockquote><ul><li>iBuying业务是一场做大的竞赛,Opendoor正在获胜。</li><li>该公司的增长速度比管理层一年前的预测提前了两年。</li><li>市场对几乎所有SPAC都持悲观态度,这使得Opendoor成为最终可能带来巨额回报的便宜货。</li></ul></blockquote></p><p> Real estate iBuying company <b>Opendoor Technologies</b>(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.</p><p><blockquote>房地产iBuying公司<b>开门技术</b>(纳斯达克:OPEN)自通过特殊目的收购公司(SPAC)合并上市以来,三个季度的执行情况一直处于高水平。在颠覆全球最大市场之一住宅房地产的竞赛中,Opendoor的长期潜力可能会为耐心的投资者带来丰厚的回报。</blockquote></p><p> Despite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.</p><p><blockquote>尽管有上行空间,市场尚未欣赏Opendoor的成就;该股较高点下跌超过50%。有三个重要线索表明,对于大胆的投资者来说,Opendoor可能是一个引人注目的投资理念。</blockquote></p><p> <h3>1. Opendoor is winning the iBuying battle</h3> The traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.</p><p><blockquote><h3>1.Opendoor正在赢得iBuying之战</h3>美国传统的购房流程缓慢,由多方处理,包括代理人、律师、检查员和银行家。这造成了大量来回的文书工作,平均将流程拖到30多天。</blockquote></p><p> Opendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.</p><p><blockquote>Opendoor开创了“iBuying”的概念,即房屋的买卖是数字化的,像Opendoor这样的公司直接与卖家合作,为他们提供现金报价和数字化成交流程。然后公司在市场上转售房子。iBuying流程省去了代理商和一些与传统成交相关的费用,如代理商佣金。然后Opendoor在市场上转售房屋,并收取高达5%的交易服务费。</blockquote></p><p> After seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including <b>Zillow Group</b> and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.</p><p><blockquote>在看到Opendoor凭借iBuying概念稳步增长后,竞争对手也开始提供iBuying服务,包括<b>Zillow集团</b>和Offerpad。由于该业务的资本密集型程度(买卖数千套房屋需要大量资金)以及房地产市场的价格竞争力,这些公司都在竞相做大。随着公司买卖更多房屋,他们有能力通过利用外包承包商来节省资金来获得更多利润,并且随着交易数量的增加,其定价算法也会改进。</blockquote></p><p> According to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.</p><p><blockquote>根据专门跟踪iBuying竞争对手的网站iBuyerStats的数据,Opendoor一直拥有最多的待售房屋库存。该公司目前约有3,300套待售房屋,比Zillow多53%,是Offerpad的四倍多。</blockquote></p><p> <h3>2. Revenue growth is ahead of schedule</h3> When companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.</p><p><blockquote><h3>2、营收增速提前</h3>当公司通过SpacMerger上市时,他们会公开介绍自己的业务,通常包括长期增长预测。大约一年前,即2020年9月,Opendoor发布了合并前投资者演示文稿。</blockquote></p><p> Fast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"</p><p><blockquote>快进到该公司最近的2021年第二季度收益看涨期权。首席执行官兼创始人Eric Wu在财报看涨期权上表示,“……根据我们目前的进展,我们下半年的收入运行率有望超过2023年的目标,比计划提前了整整两年。”</blockquote></p><p> In other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.</p><p><blockquote>换句话说,如果Opendoor按照目前的业务水平运营12个月,它将超过2023年预计的98亿美元收入。这是一个被忽视的点,因为如果Opendoor已经比其最初的增长曲线提前了两年,那么到2023年它会在哪里?当然,房地产市场下滑或其他事件可能会扰乱公司的增长速度,但Opendoor正在向世界展示该业务正在高水平运营。</blockquote></p><p> <h3>3. SPACs are out of favor with the market... opportunity?</h3> Investors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.</p><p><blockquote><h3>3、SPAC失宠于市场……机会?</h3>投资者忽略了这一强劲表现,而是关注Opendoor通过SPAC合并加入公开市场的事实。对于前SPAC来说,经营业绩或收益如何并不重要;几个月来,股市几乎一直在抛售所有基于SPAC的股票。</blockquote></p><p> Investors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.</p><p><blockquote>投资者对少数“不良苹果”公司的欺诈行为感到震惊,而其他公司也严重未能实现上市前的预测。这些事件激怒了相关人员,投资者对SPAC整体采取了更加谨慎的态度。</blockquote></p><p> But if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.</p><p><blockquote>但如果像Opendoor这样的公司继续超出预期,市场最终可能会好转。当这种情况发生时,股价可能会大幅波动。如果我们采纳Eric Wu对收入的评论,并假设Opendoor在2022年的销售额为100亿美元(换句话说,Opendoor在接下来的一年里停止增长并保持目前的速度),那么该股目前的市销率(P/S)比率仅为1.0。这是一个便宜的估值。</blockquote></p><p> Competitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.</p><p><blockquote>竞争对手Zillow Group的市盈率超过3,反映了Opendoor作为前SPAC的折扣。</blockquote></p><p></p><p> <h3>Here's the bottom line</h3> Real estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"<b>Amazon</b>\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.</p><p><blockquote><h3>这是底线</h3>房地产是一个巨大的市场,也是一个复杂的行业,因为传统代理商和试图将技术引入购房的“新人”之间存在冲突。现在说Opendoor将成为“<b>亚马逊</b>“但似乎可以肯定的是,如果该公司继续保持这样的表现,它将成为房地产未来的重要参与者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/\">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":{"OPEN":"Opendoor Technologies Inc"},"source_url":"https://www.fool.com/investing/2021/08/28/this-unloved-tech-stock-may-make-you-rich-one-day/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129129956","content_text":"Key Points\n\nThe iBuying business is a race to grow larger, and Opendoor is winning.\nThe company is growing at a rate that is two years ahead of what management projected just a year earlier.\nThe market is bearish on virtually all SPACs, making Opendoor a bargain that could eventually bring huge returns.\n\n\nReal estate iBuying company Opendoor Technologies(NASDAQ:OPEN)has been executing at a high level in the three quarters since coming public via a special purpose acquisition company (SPAC) merger. In a race to disrupt residential real estate, one of the largest markets in the world, Opendoor's long-term potential could bring big returns for patient investors.\nDespite the upside, the market hasn't yet appreciated Opendoor's accomplishments; the stock is down more than 50% from its highs. There are three important clues that Opendoor could be a compelling investment idea for bold investors.\n1. Opendoor is winning the iBuying battle\nThe traditional home-buying process in the United States is slow and handled by multiple parties, including agents, lawyers, inspectors, and bankers. This creates a lot of back and forth paperwork and drags the process out to more than 30 days, on average.\nOpendoor pioneered the concept of \"iBuying,\" where the buying and selling of a house are digitized, and a company like Opendoor works directly with sellers to provide them with a cash offer and a digital closing process. The company then resells the house on the market. The iBuying process cuts out agents and some of the fees associated with traditional closings, such as agent commissions. Opendoor then resells the house on the market and charges a service fee of up to 5% on the transaction.\nAfter seeing Opendoor steadily grow with its iBuying concept, competitors have also begun to offer iBuying services, including Zillow Group and Offerpad. Because of how capital intensive the business is (a lot of money is needed to buy and sell thousands of houses) and how price competitive the housing market is, these companies are racing to get as big as possible. As the companies buy and sell more homes, they have the ability to become more profitable by leveraging outsourced contractors to save money, and its pricing algorithm improves as it sees more transactions.\nAccording to iBuyerStats, a website dedicated to tracking the competitors found in iBuying, Opendoor has consistently had the most housing inventory available for sale. It currently has roughly 3,300 houses for sale, 53% more than Zillow and more than four times as many as Offerpad.\n2. Revenue growth is ahead of schedule\nWhen companies go public viaSPACmerger, they lay out a public presentation of their business, often including long-term growth projections. Opendoor laid out its pre-merger investor presentation about a year ago, in September 2020.\nFast forward to the company's recent 2021 Q2 earnings call. CEO and founder Eric Wu said on the earnings call, \"... based on our current progress, our second half revenue run rate is on track to exceed our 2023 target, a full two years ahead of plan.\"\nIn other words, if Opendoor were to operate for 12 months at the level the business currently is, it would surpass the $9.8 billion in revenue it projected for 2023. This is an underlooked point because if Opendoor is already two years ahead of its original growth curve, where will it be by 2023? Sure, a dip in the housing market or other events could disrupt the company's speed of growth, but Opendoor is showing the world that the business is operating at a high level.\n3. SPACs are out of favor with the market... opportunity?\nInvestors have overlooked this strong performance, focusing instead on the fact that Opendoor joined the public market via SPAC merger. It has hardly mattered what operating results or earnings have looked like for former SPACs; the stock market has been selling off virtually all SPAC-based stocks for several months now.\nInvestors have been spooked by a handful of \"bad apple\" companies turning up fraudulent, and other companies have wildly missed on the projections they made before going public. These instances have burned those involved, and investors have taken a much more cautious attitude toward SPACs as a whole.\nBut if companies like Opendoor keep blowing away estimates, the market is likely to come around eventually. When it does, the stock price could move aggressively. If we take Eric Wu's comments about revenue and assume that Opendoor does sales of $10 billion in 2022 (in other words, Opendoor stops growing and maintains its current pace over the following year), the stock currently trades at aprice-to-sales(P/S) ratio of just 1.0. That's a bargain-bin valuation.\nCompetitor Zillow Group trades at a P/S ratio of more than 3, reflecting Opendoor's discount as a former SPAC.\nHere's the bottom line\nReal estate is a huge market, and it's a complicated industry because of the clash between traditional agents and the \"new kids\" on the block trying to bring technology into homebuying. It's too early to say that Opendoor will become the \"Amazon\" of home buying, but what seems certain is that the company is poised to be a big player in real estate's future if it keeps performing like this.","news_type":1,"symbols_score_info":{"OPEN":0.9}},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155332425,"gmtCreate":1625374393467,"gmtModify":1631886132101,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"Finally <a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>is no longer trading in the $490+range","listText":"Finally <a href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a>is no longer trading in the $490+range","text":"Finally $Netflix(NFLX)$is no longer trading in the $490+range","images":[{"img":"https://static.tigerbbs.com/44fc5f6b5cf45573abd15b39151e85d5","width":"1080","height":"3097"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/155332425","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169949787,"gmtCreate":1623814234549,"gmtModify":1634027682701,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"More red tonight? Pls help to like and comment","listText":"More red tonight? Pls help to like and comment","text":"More red tonight? Pls help to like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/169949787","repostId":"2143680537","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":824101557,"gmtCreate":1634285957731,"gmtModify":1634285957969,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Hope the pre-market gains will stay. ","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$</a>Hope the pre-market gains will stay. ","text":"$Tiger Brokers(TIGR)$Hope the pre-market gains will stay.","images":[{"img":"https://static.tigerbbs.com/2bfdf3c5639457b85ef4dc415b0a5de7","width":"1080","height":"3202"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/824101557","isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":829250037,"gmtCreate":1633518494241,"gmtModify":1633518494935,"author":{"id":"3581832720375359","authorId":"3581832720375359","name":"Pixiestars","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581832720375359","idStr":"3581832720375359"},"themes":[],"htmlText":"One day it will really happen. But how fast is fast? 1 year, 2 years or 5years later? [思考] ","listText":"One day it will really happen. But how fast is fast? 1 year, 2 years or 5years later? [思考] ","text":"One day it will really happen. But how fast is fast? 1 year, 2 years or 5years later? [思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/829250037","repostId":"1140605265","repostType":4,"repost":{"id":"1140605265","kind":"news","pubTimestamp":1633514236,"share":"https://www.laohu8.com/m/news/1140605265?lang=zh_CN&edition=full","pubTime":"2021-10-06 17:57","market":"us","language":"en","title":"The next financial crisis is fast approaching<blockquote>下一次金融危机即将来临</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140605265","media":"MarketWatch","summary":"Central banks need to prepare because global stock markets and real estate are overvalued, while lev","content":"<p> <b>Central banks need to prepare because global stock markets and real estate are overvalued, while leverage is near record levels for households, corporations, banks and governments.</b> NEW YORK (Project Syndicate)— Since early 2020, central banks across the advanced economies have had to choose between pursuing financial stability, low (typically 2%) inflation, or real economic activity. Without exception, they have opted in favor of financial stability, followed by real economic activity, with inflation last.</p><p><blockquote><b>各国央行需要做好准备,因为全球股市和房地产被高估,而家庭、企业、银行和政府的杠杆率接近创纪录水平。</b>纽约(Project Syndicate)——自2020年初以来,发达经济体的央行不得不在追求金融稳定、低通胀(通常为2%)或实体经济活动之间做出选择。无一例外,他们都选择了金融稳定,其次是实体经济活动,最后是通货膨胀。</blockquote></p><p> As a result, the only advanced-economy central bank to raise interest rates since the start of the COVID-19 pandemic has been Norway’s Norges Bank, which lifted its policy rate from zero to 0.25% on Sept. 24. While it has hinted that an additional rate increase is likely in December, and that its policy rate could reach 1.7% toward the end of 2024, that is merely more evidence of monetary policy makers’ extreme reluctance to implement the kind of rate increases that are required to achieve a 2% inflation target consistently.</p><p><blockquote>因此,自COVID-19大流行开始以来唯一加息的发达经济体央行是挪威央行,该央行于9月24日将政策利率从零上调至0.25%。尽管它暗示可能会在12月进一步加息,并且其政策利率可能在2024年底达到1.7%,但这只是更多证据表明货币政策制定者极其不愿意实施所需的加息持续实现2%的通胀目标。</blockquote></p><p> <b>Today’s risk-asset valuations are utterly detached from reality.</b> Central banks’ overwhelming reluctance to pursue interest-rate and balance-sheet policies compatible with their inflation targets should come as no surprise. In the years between the start of the Great Moderation in the mid-1980s and the 2007-08 financial crisis, advanced-economy central banks failed to give sufficient weight to financial stability. A prime example was the Bank of England’s loss of all supervisory and regulatory powers when it was granted operational independence in 1997.</p><p><blockquote><b>今天的风险资产估值完全脱离现实。</b>各国央行极不愿意推行与其通胀目标相适应的利率和资产负债表政策,这并不奇怪。在20世纪80年代中期大缓和开始到2007-08年金融危机之间的几年里,发达经济体的央行未能对金融稳定给予足够的重视。一个典型的例子是英格兰银行在1997年获得运营独立性时失去了所有监督和监管权力。</blockquote></p><p> <b>Prioritize financial stability over inflation</b></p><p><blockquote><b>将金融稳定置于通胀之上</b></blockquote></p><p> The result was a financial disaster and a severe cyclical downturn. Confirming the logic of “once bitten, twice shy,” central banks then responded to the COVID-19 pandemic by pursuing unprecedentedly aggressive policies to ensure financial stability. But they also went far beyond what was required, pulling out all the policy stops to support real economic activity.</p><p><blockquote>结果是一场金融灾难和严重的周期性衰退。各国央行随后通过采取前所未有的激进政策来确保金融稳定,从而证实了“一劳永逸”的逻辑。但他们也远远超出了要求,用尽了所有政策来支持实体经济活动。</blockquote></p><p> Central banks were right to prioritize financial stability over price stability, considering that financial stability itself is a prerequisite for sustainable price stability (and for some central banks’ other target, full employment). The economic and social cost of a financial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target. Obviously, very high inflation rates must be avoided, because they, too, can become a source of financial instability; but if preventing a financial calamity requires a few years of high single-digit inflation, the price is well worth it.</p><p><blockquote>各国央行将金融稳定置于价格稳定之上是正确的,因为金融稳定本身是可持续价格稳定的先决条件(对于一些央行的另一个目标,即充分就业)。金融危机的经济和社会成本,尤其是在私人和公共杠杆率如此之高的情况下,将使持续超过通胀目标的成本相形见绌。显然,必须避免非常高的通货膨胀率,因为它们也可能成为金融不稳定的根源;但如果防止金融灾难需要几年的高个位数通胀,那么这个代价是非常值得的。</blockquote></p><p> <b>There is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets.</b> I hope (and expect) that central banks—not least the Federal Reserve—are ready to respond appropriately if the U.S. federal government breaches its “debt ceiling” on or around Oct. 18. A recent study by Mark Zandi of Moody’s Analytics concludes that a U.S. sovereign debt default could destroy up to 6 million U.S. jobs and wipe out as much as $15 trillion in private wealth. This estimate strikes me as optimistic. If the sovereign default were to be protracted, the costs would probably be much higher.</p><p><blockquote><b>非央行资产负债表没有足够的弹性来应对不良资产的抛售或持有流动负债和非流动资产的商业银行或其他具有系统重要性的金融机构的挤兑。</b>我希望(并期待)如果美国联邦政府在10月18日或前后突破“债务上限”,各国央行——尤其是美联储——准备好做出适当反应。穆迪分析公司(Moody’s Analytics)的马克·赞迪(Mark Zandi)最近的一项研究得出结论,美国主权债务违约可能会摧毁多达600万个美国工作岗位,并抹去多达15万亿美元的私人财富。这个估计让我觉得很乐观。如果主权违约长期化,成本可能会高得多。</blockquote></p><p> In any case, a U.S. sovereign default would also have a dramatic and devastating global impact, afflicting both advanced economies and emerging and developing markets. U.S. sovereign debtTMUBMUSD10Y,1.551%is widely held globally, and the U.S. dollarBUXX,0.43%remains the world’s senior reserve currency.</p><p><blockquote>无论如何,美国主权违约也将产生巨大和毁灭性的全球影响,困扰发达经济体以及新兴和发展中市场。美国主权债务TTMUBMUSD10Y, 1.551%在全球范围内被广泛持有,美元BUXX, 0.43%仍然是世界的高级储备货币。</blockquote></p><p> <b>Vulnerable to financial shocks</b></p><p><blockquote><b>易受金融冲击</b></blockquote></p><p> Even without a self-inflicted wound like a congressional failure to raise or suspend the debt ceiling, financial fragility is rife nowadays. Household, corporate, financial, and government balance sheets have grown to record highs this century, rendering all four sectors more vulnerable to financial shocks.</p><p><blockquote>即使没有国会未能提高或暂停债务上限等自我造成的创伤,金融脆弱性如今也很普遍。家庭、企业、金融和政府的资产负债表已增长至本世纪的历史新高,使所有四个部门更容易受到金融冲击的影响。</blockquote></p><p> <b>The economic and social cost of a</b> <b>financial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target.</b> Central banks are the only economic actors capable of addressing the funding and market-liquidity crises that are now part of the new normal. There is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets. This is as true in China as it is in the U.S., the eurozone, Japan, and the United Kingdom.</p><p><blockquote><b>经济和社会成本</b><b>金融危机,尤其是在私人和公共杠杆率如此之高的情况下,将使持续超过通胀目标的成本相形见绌。</b>央行是唯一有能力解决融资和市场流动性危机的经济参与者,这些危机现在已成为新常态的一部分。非央行资产负债表没有足够的弹性来应对不良资产的抛售或持有流动负债和非流动资产的商业银行或其他具有系统重要性的金融机构的挤兑。这在中国是真实的,在美国、欧元区、日本和英国也是如此。</blockquote></p><p></p><p> China’s real-estate bubble—and the household debt secured against it—is likely to implode sooner or later. The dangerously indebted property developer Evergrande could well be the catalyst. But even if Chinese authorities manage to prevent a full-fledged financial meltdown, a deep and persistent economic slump would be unavoidable. Add to that a marked decline in China’s potential growth rate (owing to demographics and enterprise-hostile policies), and the world economy will have lost one of its engines.</p><p><blockquote>中国的房地产泡沫——以及以此为抵押的家庭债务——可能迟早会破裂。负债累累的房地产开发商恒大很可能成为催化剂。但即使中国当局设法阻止了全面的金融崩溃,深度和持续的经济衰退也是不可避免的。再加上中国潜在增长率的显著下降(由于人口结构和反企业政策),世界经济将失去一个引擎。</blockquote></p><p> <b>Distorted beliefs and enduring bubbles</b></p><p><blockquote><b>扭曲的信念和持久的泡沫</b></blockquote></p><p> Across the advanced economies (and in many emerging markets), risk assets, notably equitySPX,+1.05%GDOW,0.04%DJIA,+0.92%and real estate, appear to be materially overvalued, despite recent minor corrections. The only way to avoid this conclusion is to believe that long-run real interest rates today (which are negative in many cases) are at or close to their fundamental values. I suspect that both the long-run real safe interest rate and assorted risk premiums are being artificially depressed by distorted beliefs and enduring bubbles, respectively. If so, today’s risk-asset valuations are utterly detached from reality.</p><p><blockquote>在整个发达经济体(以及许多新兴市场),风险资产,特别是股票SPX、+1.05%GDOW、0.04%道琼斯、+0.92%和房地产,似乎被严重高估,尽管最近略有调整。避免这一结论的唯一方法是相信今天的长期实际利率(在许多情况下为负)处于或接近其基本值。我怀疑长期实际安全利率和各种风险溢价分别被扭曲的信念和持久的泡沫人为压低。如果是这样的话,今天的风险资产估值就完全脱离了现实。</blockquote></p><p> <b>The goals of 2% inflation and maximum employment can wait, but financial stability cannot.</b> Whenever the inevitable price corrections materialize, central banks, supervisors, and regulators will need to work closely with finance ministries to limit the damage to the real economy. Significant deleveraging by all four sectors (households, nonfinancial corporates, financial institutions, and governments) will be necessary to reduce financial vulnerability and boost resilience. Orderly debt restructuring, including sovereign debt restructuring in several highly vulnerable developing countries, will need to be part of the overdue restoration of financial sustainability.</p><p><blockquote><b>2%通胀和最大就业的目标可以等待,但金融稳定不能。</b>每当不可避免的价格调整成为现实时,央行、监管者和监管者都需要与财政部密切合作,以限制对实体经济的损害。所有四个部门(家庭、非金融企业、金融机构和政府)都有必要大幅去杠杆化,以降低金融脆弱性和增强弹性。有序的债务重组,包括几个高度脆弱的发展中国家的主权债务重组,将需要成为迟来的恢复财政可持续性的一部分。</blockquote></p><p> Central banks, acting as lenders of last resort (LLR) and market makers of last resort (MMLR), will once again be the linchpins in what is sure to be a chaotic sequence of events. Their contributions to global financial stability have never been more important. The goals of 2% inflation and maximum employment can wait, but financial stability cannot. Since LLR and MMLR operations are conducted in the twilight zone between illiquidity and insolvency, these central-bank activities have marked quasi-fiscal characteristics. Thus, the crisis now waiting in the wings will inevitably diminish central bank independence.</p><p><blockquote>作为最后贷款人(LLR)和最后做市商(MMLR)的央行将再次成为一系列混乱事件的关键。它们对全球金融稳定的贡献从未像现在这样重要。2%通胀和最大就业的目标可以等待,但金融稳定不能。由于LLR和MMLR操作是在流动性不足和破产之间的边缘地带进行的,这些央行活动具有明显的准财政特征。因此,即将到来的危机将不可避免地削弱央行的独立性。</blockquote></p><p> <b><i>Willem H. Buiter is an adjunct professor of international and public affairs at Columbia University.He was global chief economist at Citigroup from 2010 to 2018</i></b>.</p><p><blockquote><b><i>威廉·H·比特是哥伦比亚大学国际和公共事务兼职教授。2010年至2018年任花旗集团全球首席经济学家</i></b>.</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The next financial crisis is fast approaching<blockquote>下一次金融危机即将来临</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe next financial crisis is fast approaching<blockquote>下一次金融危机即将来临</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-10-06 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>Central banks need to prepare because global stock markets and real estate are overvalued, while leverage is near record levels for households, corporations, banks and governments.</b> NEW YORK (Project Syndicate)— Since early 2020, central banks across the advanced economies have had to choose between pursuing financial stability, low (typically 2%) inflation, or real economic activity. Without exception, they have opted in favor of financial stability, followed by real economic activity, with inflation last.</p><p><blockquote><b>各国央行需要做好准备,因为全球股市和房地产被高估,而家庭、企业、银行和政府的杠杆率接近创纪录水平。</b>纽约(Project Syndicate)——自2020年初以来,发达经济体的央行不得不在追求金融稳定、低通胀(通常为2%)或实体经济活动之间做出选择。无一例外,他们都选择了金融稳定,其次是实体经济活动,最后是通货膨胀。</blockquote></p><p> As a result, the only advanced-economy central bank to raise interest rates since the start of the COVID-19 pandemic has been Norway’s Norges Bank, which lifted its policy rate from zero to 0.25% on Sept. 24. While it has hinted that an additional rate increase is likely in December, and that its policy rate could reach 1.7% toward the end of 2024, that is merely more evidence of monetary policy makers’ extreme reluctance to implement the kind of rate increases that are required to achieve a 2% inflation target consistently.</p><p><blockquote>因此,自COVID-19大流行开始以来唯一加息的发达经济体央行是挪威央行,该央行于9月24日将政策利率从零上调至0.25%。尽管它暗示可能会在12月进一步加息,并且其政策利率可能在2024年底达到1.7%,但这只是更多证据表明货币政策制定者极其不愿意实施所需的加息持续实现2%的通胀目标。</blockquote></p><p> <b>Today’s risk-asset valuations are utterly detached from reality.</b> Central banks’ overwhelming reluctance to pursue interest-rate and balance-sheet policies compatible with their inflation targets should come as no surprise. In the years between the start of the Great Moderation in the mid-1980s and the 2007-08 financial crisis, advanced-economy central banks failed to give sufficient weight to financial stability. A prime example was the Bank of England’s loss of all supervisory and regulatory powers when it was granted operational independence in 1997.</p><p><blockquote><b>今天的风险资产估值完全脱离现实。</b>各国央行极不愿意推行与其通胀目标相适应的利率和资产负债表政策,这并不奇怪。在20世纪80年代中期大缓和开始到2007-08年金融危机之间的几年里,发达经济体的央行未能对金融稳定给予足够的重视。一个典型的例子是英格兰银行在1997年获得运营独立性时失去了所有监督和监管权力。</blockquote></p><p> <b>Prioritize financial stability over inflation</b></p><p><blockquote><b>将金融稳定置于通胀之上</b></blockquote></p><p> The result was a financial disaster and a severe cyclical downturn. Confirming the logic of “once bitten, twice shy,” central banks then responded to the COVID-19 pandemic by pursuing unprecedentedly aggressive policies to ensure financial stability. But they also went far beyond what was required, pulling out all the policy stops to support real economic activity.</p><p><blockquote>结果是一场金融灾难和严重的周期性衰退。各国央行随后通过采取前所未有的激进政策来确保金融稳定,从而证实了“一劳永逸”的逻辑。但他们也远远超出了要求,用尽了所有政策来支持实体经济活动。</blockquote></p><p> Central banks were right to prioritize financial stability over price stability, considering that financial stability itself is a prerequisite for sustainable price stability (and for some central banks’ other target, full employment). The economic and social cost of a financial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target. Obviously, very high inflation rates must be avoided, because they, too, can become a source of financial instability; but if preventing a financial calamity requires a few years of high single-digit inflation, the price is well worth it.</p><p><blockquote>各国央行将金融稳定置于价格稳定之上是正确的,因为金融稳定本身是可持续价格稳定的先决条件(对于一些央行的另一个目标,即充分就业)。金融危机的经济和社会成本,尤其是在私人和公共杠杆率如此之高的情况下,将使持续超过通胀目标的成本相形见绌。显然,必须避免非常高的通货膨胀率,因为它们也可能成为金融不稳定的根源;但如果防止金融灾难需要几年的高个位数通胀,那么这个代价是非常值得的。</blockquote></p><p> <b>There is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets.</b> I hope (and expect) that central banks—not least the Federal Reserve—are ready to respond appropriately if the U.S. federal government breaches its “debt ceiling” on or around Oct. 18. A recent study by Mark Zandi of Moody’s Analytics concludes that a U.S. sovereign debt default could destroy up to 6 million U.S. jobs and wipe out as much as $15 trillion in private wealth. This estimate strikes me as optimistic. If the sovereign default were to be protracted, the costs would probably be much higher.</p><p><blockquote><b>非央行资产负债表没有足够的弹性来应对不良资产的抛售或持有流动负债和非流动资产的商业银行或其他具有系统重要性的金融机构的挤兑。</b>我希望(并期待)如果美国联邦政府在10月18日或前后突破“债务上限”,各国央行——尤其是美联储——准备好做出适当反应。穆迪分析公司(Moody’s Analytics)的马克·赞迪(Mark Zandi)最近的一项研究得出结论,美国主权债务违约可能会摧毁多达600万个美国工作岗位,并抹去多达15万亿美元的私人财富。这个估计让我觉得很乐观。如果主权违约长期化,成本可能会高得多。</blockquote></p><p> In any case, a U.S. sovereign default would also have a dramatic and devastating global impact, afflicting both advanced economies and emerging and developing markets. U.S. sovereign debtTMUBMUSD10Y,1.551%is widely held globally, and the U.S. dollarBUXX,0.43%remains the world’s senior reserve currency.</p><p><blockquote>无论如何,美国主权违约也将产生巨大和毁灭性的全球影响,困扰发达经济体以及新兴和发展中市场。美国主权债务TTMUBMUSD10Y, 1.551%在全球范围内被广泛持有,美元BUXX, 0.43%仍然是世界的高级储备货币。</blockquote></p><p> <b>Vulnerable to financial shocks</b></p><p><blockquote><b>易受金融冲击</b></blockquote></p><p> Even without a self-inflicted wound like a congressional failure to raise or suspend the debt ceiling, financial fragility is rife nowadays. Household, corporate, financial, and government balance sheets have grown to record highs this century, rendering all four sectors more vulnerable to financial shocks.</p><p><blockquote>即使没有国会未能提高或暂停债务上限等自我造成的创伤,金融脆弱性如今也很普遍。家庭、企业、金融和政府的资产负债表已增长至本世纪的历史新高,使所有四个部门更容易受到金融冲击的影响。</blockquote></p><p> <b>The economic and social cost of a</b> <b>financial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target.</b> Central banks are the only economic actors capable of addressing the funding and market-liquidity crises that are now part of the new normal. There is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets. This is as true in China as it is in the U.S., the eurozone, Japan, and the United Kingdom.</p><p><blockquote><b>经济和社会成本</b><b>金融危机,尤其是在私人和公共杠杆率如此之高的情况下,将使持续超过通胀目标的成本相形见绌。</b>央行是唯一有能力解决融资和市场流动性危机的经济参与者,这些危机现在已成为新常态的一部分。非央行资产负债表没有足够的弹性来应对不良资产的抛售或持有流动负债和非流动资产的商业银行或其他具有系统重要性的金融机构的挤兑。这在中国是真实的,在美国、欧元区、日本和英国也是如此。</blockquote></p><p></p><p> China’s real-estate bubble—and the household debt secured against it—is likely to implode sooner or later. The dangerously indebted property developer Evergrande could well be the catalyst. But even if Chinese authorities manage to prevent a full-fledged financial meltdown, a deep and persistent economic slump would be unavoidable. Add to that a marked decline in China’s potential growth rate (owing to demographics and enterprise-hostile policies), and the world economy will have lost one of its engines.</p><p><blockquote>中国的房地产泡沫——以及以此为抵押的家庭债务——可能迟早会破裂。负债累累的房地产开发商恒大很可能成为催化剂。但即使中国当局设法阻止了全面的金融崩溃,深度和持续的经济衰退也是不可避免的。再加上中国潜在增长率的显著下降(由于人口结构和反企业政策),世界经济将失去一个引擎。</blockquote></p><p> <b>Distorted beliefs and enduring bubbles</b></p><p><blockquote><b>扭曲的信念和持久的泡沫</b></blockquote></p><p> Across the advanced economies (and in many emerging markets), risk assets, notably equitySPX,+1.05%GDOW,0.04%DJIA,+0.92%and real estate, appear to be materially overvalued, despite recent minor corrections. The only way to avoid this conclusion is to believe that long-run real interest rates today (which are negative in many cases) are at or close to their fundamental values. I suspect that both the long-run real safe interest rate and assorted risk premiums are being artificially depressed by distorted beliefs and enduring bubbles, respectively. If so, today’s risk-asset valuations are utterly detached from reality.</p><p><blockquote>在整个发达经济体(以及许多新兴市场),风险资产,特别是股票SPX、+1.05%GDOW、0.04%道琼斯、+0.92%和房地产,似乎被严重高估,尽管最近略有调整。避免这一结论的唯一方法是相信今天的长期实际利率(在许多情况下为负)处于或接近其基本值。我怀疑长期实际安全利率和各种风险溢价分别被扭曲的信念和持久的泡沫人为压低。如果是这样的话,今天的风险资产估值就完全脱离了现实。</blockquote></p><p> <b>The goals of 2% inflation and maximum employment can wait, but financial stability cannot.</b> Whenever the inevitable price corrections materialize, central banks, supervisors, and regulators will need to work closely with finance ministries to limit the damage to the real economy. Significant deleveraging by all four sectors (households, nonfinancial corporates, financial institutions, and governments) will be necessary to reduce financial vulnerability and boost resilience. Orderly debt restructuring, including sovereign debt restructuring in several highly vulnerable developing countries, will need to be part of the overdue restoration of financial sustainability.</p><p><blockquote><b>2%通胀和最大就业的目标可以等待,但金融稳定不能。</b>每当不可避免的价格调整成为现实时,央行、监管者和监管者都需要与财政部密切合作,以限制对实体经济的损害。所有四个部门(家庭、非金融企业、金融机构和政府)都有必要大幅去杠杆化,以降低金融脆弱性和增强弹性。有序的债务重组,包括几个高度脆弱的发展中国家的主权债务重组,将需要成为迟来的恢复财政可持续性的一部分。</blockquote></p><p> Central banks, acting as lenders of last resort (LLR) and market makers of last resort (MMLR), will once again be the linchpins in what is sure to be a chaotic sequence of events. Their contributions to global financial stability have never been more important. The goals of 2% inflation and maximum employment can wait, but financial stability cannot. Since LLR and MMLR operations are conducted in the twilight zone between illiquidity and insolvency, these central-bank activities have marked quasi-fiscal characteristics. Thus, the crisis now waiting in the wings will inevitably diminish central bank independence.</p><p><blockquote>作为最后贷款人(LLR)和最后做市商(MMLR)的央行将再次成为一系列混乱事件的关键。它们对全球金融稳定的贡献从未像现在这样重要。2%通胀和最大就业的目标可以等待,但金融稳定不能。由于LLR和MMLR操作是在流动性不足和破产之间的边缘地带进行的,这些央行活动具有明显的准财政特征。因此,即将到来的危机将不可避免地削弱央行的独立性。</blockquote></p><p> <b><i>Willem H. Buiter is an adjunct professor of international and public affairs at Columbia University.He was global chief economist at Citigroup from 2010 to 2018</i></b>.</p><p><blockquote><b><i>威廉·H·比特是哥伦比亚大学国际和公共事务兼职教授。2010年至2018年任花旗集团全球首席经济学家</i></b>.</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/the-next-financial-crisis-is-fast-approaching-11633447555?siteid=yhoof2\">MarketWatch</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":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://www.marketwatch.com/story/the-next-financial-crisis-is-fast-approaching-11633447555?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140605265","content_text":"Central banks need to prepare because global stock markets and real estate are overvalued, while leverage is near record levels for households, corporations, banks and governments.\n\nNEW YORK (Project Syndicate)— Since early 2020, central banks across the advanced economies have had to choose between pursuing financial stability, low (typically 2%) inflation, or real economic activity. Without exception, they have opted in favor of financial stability, followed by real economic activity, with inflation last.\nAs a result, the only advanced-economy central bank to raise interest rates since the start of the COVID-19 pandemic has been Norway’s Norges Bank, which lifted its policy rate from zero to 0.25% on Sept. 24. While it has hinted that an additional rate increase is likely in December, and that its policy rate could reach 1.7% toward the end of 2024, that is merely more evidence of monetary policy makers’ extreme reluctance to implement the kind of rate increases that are required to achieve a 2% inflation target consistently.\n\nToday’s risk-asset valuations are utterly detached from reality.\n\nCentral banks’ overwhelming reluctance to pursue interest-rate and balance-sheet policies compatible with their inflation targets should come as no surprise. In the years between the start of the Great Moderation in the mid-1980s and the 2007-08 financial crisis, advanced-economy central banks failed to give sufficient weight to financial stability. A prime example was the Bank of England’s loss of all supervisory and regulatory powers when it was granted operational independence in 1997.\nPrioritize financial stability over inflation\nThe result was a financial disaster and a severe cyclical downturn. Confirming the logic of “once bitten, twice shy,” central banks then responded to the COVID-19 pandemic by pursuing unprecedentedly aggressive policies to ensure financial stability. But they also went far beyond what was required, pulling out all the policy stops to support real economic activity.\nCentral banks were right to prioritize financial stability over price stability, considering that financial stability itself is a prerequisite for sustainable price stability (and for some central banks’ other target, full employment). The economic and social cost of a financial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target. Obviously, very high inflation rates must be avoided, because they, too, can become a source of financial instability; but if preventing a financial calamity requires a few years of high single-digit inflation, the price is well worth it.\n\nThere is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets.\n\nI hope (and expect) that central banks—not least the Federal Reserve—are ready to respond appropriately if the U.S. federal government breaches its “debt ceiling” on or around Oct. 18. A recent study by Mark Zandi of Moody’s Analytics concludes that a U.S. sovereign debt default could destroy up to 6 million U.S. jobs and wipe out as much as $15 trillion in private wealth. This estimate strikes me as optimistic. If the sovereign default were to be protracted, the costs would probably be much higher.\nIn any case, a U.S. sovereign default would also have a dramatic and devastating global impact, afflicting both advanced economies and emerging and developing markets. U.S. sovereign debtTMUBMUSD10Y,1.551%is widely held globally, and the U.S. dollarBUXX,0.43%remains the world’s senior reserve currency.\nVulnerable to financial shocks\nEven without a self-inflicted wound like a congressional failure to raise or suspend the debt ceiling, financial fragility is rife nowadays. Household, corporate, financial, and government balance sheets have grown to record highs this century, rendering all four sectors more vulnerable to financial shocks.\n\nThe economic and social cost of a\nfinancial crisis, especially with private and public leverage as high as it is today, would dwarf the cost of persistently overshooting the inflation target.\n\nCentral banks are the only economic actors capable of addressing the funding and market-liquidity crises that are now part of the new normal. There is not enough resilience in non-central bank balance sheets to address a fire sale of distressed assets or a run on commercial banks or other systemically important financial institutions that hold liquid liabilities and illiquid assets. This is as true in China as it is in the U.S., the eurozone, Japan, and the United Kingdom.\nChina’s real-estate bubble—and the household debt secured against it—is likely to implode sooner or later. The dangerously indebted property developer Evergrande could well be the catalyst. But even if Chinese authorities manage to prevent a full-fledged financial meltdown, a deep and persistent economic slump would be unavoidable. Add to that a marked decline in China’s potential growth rate (owing to demographics and enterprise-hostile policies), and the world economy will have lost one of its engines.\nDistorted beliefs and enduring bubbles\nAcross the advanced economies (and in many emerging markets), risk assets, notably equitySPX,+1.05%GDOW,0.04%DJIA,+0.92%and real estate, appear to be materially overvalued, despite recent minor corrections. The only way to avoid this conclusion is to believe that long-run real interest rates today (which are negative in many cases) are at or close to their fundamental values. I suspect that both the long-run real safe interest rate and assorted risk premiums are being artificially depressed by distorted beliefs and enduring bubbles, respectively. If so, today’s risk-asset valuations are utterly detached from reality.\n\nThe goals of 2% inflation and maximum employment can wait, but financial stability cannot.\n\nWhenever the inevitable price corrections materialize, central banks, supervisors, and regulators will need to work closely with finance ministries to limit the damage to the real economy. Significant deleveraging by all four sectors (households, nonfinancial corporates, financial institutions, and governments) will be necessary to reduce financial vulnerability and boost resilience. Orderly debt restructuring, including sovereign debt restructuring in several highly vulnerable developing countries, will need to be part of the overdue restoration of financial sustainability.\nCentral banks, acting as lenders of last resort (LLR) and market makers of last resort (MMLR), will once again be the linchpins in what is sure to be a chaotic sequence of events. Their contributions to global financial stability have never been more important. The goals of 2% inflation and maximum employment can wait, but financial stability cannot. Since LLR and MMLR operations are conducted in the twilight zone between illiquidity and insolvency, these central-bank activities have marked quasi-fiscal characteristics. Thus, the crisis now waiting in the wings will inevitably diminish central bank independence.\nWillem H. Buiter is an adjunct professor of international and public affairs at Columbia University.He was global chief economist at Citigroup from 2010 to 2018.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}