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Soojj
2021-07-11
Like and comment pls
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Soojj
2021-07-21
Ok
"Extremely Disconnected" Energy Stocks Face Explosive Short Squeeze: JPM<blockquote>摩根大通:“极度脱节”的能源股面临爆炸性轧空</blockquote>
Soojj
2021-07-20
Go
Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC或游戏驿站的时候吗?</blockquote>
Soojj
2021-07-22
Wow nice
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Soojj
2021-08-01
Ok
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Soojj
2021-07-19
Ok
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Soojj
2021-07-14
Like n comments
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Soojj
2021-07-07
EV to go
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Soojj
2021-08-11
Ok
The Ark Funds' Actions to Lighten up China Concepts Stocks<blockquote>方舟基金减仓中概股的动作</blockquote>
Soojj
2021-08-07
Ok
抱歉,原内容已删除
Soojj
2021-07-16
Go
JPMorgan Goes After Cathie Wood, Urges Buying Puts On Her "Bubble-Like" Ark Fund<blockquote>摩根大通追逐凯西·伍德,敦促购买她“泡沫般”的方舟基金的看跌期权</blockquote>
Soojj
2021-07-15
Good
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Soojj
2021-07-13
OK like and comment please
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Soojj
2021-08-20
Ok
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Soojj
2021-08-15
Ok
These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>
Soojj
2021-07-26
Good
The Delta variant is another massive headache for the Fed<blockquote>德尔塔变异毒株是美联储另一个头疼的问题</blockquote>
Soojj
2021-07-23
Ok
Hot EV Startup Rivian Plans A Second Factory Ahead Of IPO<blockquote>热门电动汽车初创公司Rivian计划在IPO前建立第二家工厂</blockquote>
Soojj
2021-07-12
Like and comment
3 Red-Hot Stocks That Could Continue to Crush the Market<blockquote>3只可能继续碾压市场的热门股票</blockquote>
Soojj
2021-08-14
Gosh
Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期,并在十月股东大会上做出其他改变</blockquote>
Soojj
2021-08-13
Ok
Moderna study shows its COVID-19 vaccine holds up against several variants after six months<blockquote>Moderna研究显示其COVID-19疫苗在六个月后仍能抵抗多种变种</blockquote>
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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629213077,"share":"https://www.laohu8.com/m/news/1198224425?lang=zh_CN&edition=full","pubTime":"2021-08-17 23:11","market":"us","language":"en","title":"Wish Stock Holds Support, Looks Set To Bounce Higher<blockquote>Wish股票保持支撑,看起来将反弹走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1198224425","media":"Benzinga","summary":"ContextLogic Inc. Inc was the third most mentioned stock in the r/WallStreetBets community on Monday","content":"<p><b><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a></b> <b>Inc</b> was the third most mentioned stock in the r/WallStreetBets community on Monday night followed by <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> </b><b>Holdings, Inc</b>.</p><p><blockquote><b><a href=\"https://laohu8.com/S/WISH\">上下文逻辑公司。</a></b><b>Inc</b>是周一晚上r/WallStreetBets社区中提及次数第三多的股票,其次是<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a></b><b>控股公司</b>.</blockquote></p><p> The stock is popular among retail traders due to its underlying statistics:</p><p><blockquote>该股票因其基本统计数据而受到散户交易者的欢迎:</blockquote></p><p> <ul> <li><b>Float</b>: ContextLogic has a relatively small float of 362.37 shares.</li> <li><b>Ownership</b>: The stock has a bizarre ownership level with 93.66% of its float tied up in the hands of insiders and institutions. Institutions own 89.24% of its shares and 4.42% are held by insiders.</li> <li><b>Short Interest</b>: As of July 30, 29.12 million shares, meaning 19.02% of ContextLogic’s float are held short. This number has increased substantially from the 20.98 million shares that were held short in June.</li> </ul> <b>The number of shares held short could have increased further after the e-commerce company gapped down about 25% after reporting a massive earning loss on Aug. 12.</b> The stock then bounced at a support level created in the pre-market on Aug. 13, but on Monday ContextLogic received a number of analyst downgrades and traded back down toward the level.</p><p><blockquote><ul><li><b>浮动</b>:ContextLogic的流通股相对较小,为362.37股。</li><li><b>所有权</b>:该股的持股水平很奇怪,93.66%的流通量掌握在内部人士和机构手中。机构持有其89.24%的股份,内部人士持有4.42%的股份。</li><li><b>空头利息</b>:截至7月30日,ContextLogic流通股为2912万股,即19.02%的流通股为空头。这一数字较6月份空头持有的2098万股大幅增加。</li></ul><b>这家电子商务公司在8月12日报告大幅盈利亏损后下跌约25%,空头股票数量可能会进一步增加。</b>随后,该股在8月13日盘前创建的支撑位反弹,但周一ContextLogic收到了多位分析师的评级下调,并回落至该水平。</blockquote></p><p> <b>The ContextLogic Chart:</b> ContextLogic has a newly created support level at $6.71. On Monday the stock traded down to test the level as support and it held. On Tuesday it tested the level again as support and bounced upwards from it.</p><p><blockquote><b>上下文逻辑图表:</b>ContextLogic新创建的支撑位为6.71美元。周一,该股下跌以测试支撑位并保持不变。周二,它再次测试该水平作为支撑,并从该水平向上反弹。</blockquote></p><p> <b>ContextLogic has a huge gap above between about $7.87 and $9.32. Gaps on charts fill about 90% of the time so it's likely the stock will trade up to fill the gap in the future.</b></p><p><blockquote><b>ContextLogic上方约7.87美元至9.32美元之间存在巨大差距。图表上的缺口大约90%的时间都会被填补,因此该股未来很可能会上涨以填补缺口。</b></blockquote></p><p> ContextLogic is trading below both the eight-day and 21-day exponential moving averages (EMAs) with the eight-day EMA trending below the 21-day, both of which are bearish indicators. The stock is also trading below the 50-day simple moving average which indicates longer-term sentiment is currently bearish.</p><p><blockquote>ContextLogic的交易价格均低于8日和21日指数移动平均线(EMA),其中8日EMA趋势低于21日,这两个指标都是看跌指标。该股的交易价格也低于50日简单移动平均线,这表明目前长期情绪看跌。</blockquote></p><p> The relative strength index (RSI) on the stock is has been measuring in at about 28% since ContextLogic gapped down Aug. 13. When an RSI measures below 30% the stock is considered to be in oversold territory which is a buy signal for technical traders. It's likely ContextLogic’s RSI will correct back up above 30% in the near future.</p><p><blockquote>自ContextLogic 8月13日跳空下跌以来,该股的相对强弱指数(RSI)一直在28%左右。当RSI低于30%时,股票被认为处于超卖区域,这对技术交易者来说是买入信号。ContextLogic的RSI很可能会在不久的将来回升至30%以上。</blockquote></p><p> <ul> <li>Bulls want to see big bullish volume come in and drive ContextLogic back up toward a resistance level at $7.52. If it can regain the level as support the stock could move up higher toward the $10 level.</li> <li>Bears want to see big bearish volume come in and drop ContextLogic’s stock down below support at $6.71. If ContextLogic loses the level as support it there is no further support below in the form of price history. $6 would be a lower psychological support level.</li> </ul> <img src=\"https://static.tigerbbs.com/7eadc82dbb6dc37e43c3702d625d8f21\" tg-width=\"1366\" tg-height=\"768\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>多头希望看到大量看涨成交量进入,并推动ContextLogic回升至7.52美元的阻力位。如果它能够重新获得该水平作为支撑,该股可能会上涨至10美元水平。</li><li>空头希望看到大量看跌成交量进入,并将ContextLogic的股价跌破6.71美元的支撑位。如果ContextLogic失去了作为支撑的水平,则不会以价格历史的形式出现进一步的支撑。6美元将是较低的心理支撑位。</li></ul></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>Wish Stock Holds Support, Looks Set To Bounce Higher<blockquote>Wish股票保持支撑,看起来将反弹走高</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWish Stock Holds Support, Looks Set To Bounce Higher<blockquote>Wish股票保持支撑,看起来将反弹走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-17 23:11</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a></b> <b>Inc</b> was the third most mentioned stock in the r/WallStreetBets community on Monday night followed by <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a> </b><b>Holdings, Inc</b>.</p><p><blockquote><b><a href=\"https://laohu8.com/S/WISH\">上下文逻辑公司。</a></b><b>Inc</b>是周一晚上r/WallStreetBets社区中提及次数第三多的股票,其次是<b><a href=\"https://laohu8.com/S/AMC\">AMC院线</a></b><b>控股公司</b>.</blockquote></p><p> The stock is popular among retail traders due to its underlying statistics:</p><p><blockquote>该股票因其基本统计数据而受到散户交易者的欢迎:</blockquote></p><p> <ul> <li><b>Float</b>: ContextLogic has a relatively small float of 362.37 shares.</li> <li><b>Ownership</b>: The stock has a bizarre ownership level with 93.66% of its float tied up in the hands of insiders and institutions. Institutions own 89.24% of its shares and 4.42% are held by insiders.</li> <li><b>Short Interest</b>: As of July 30, 29.12 million shares, meaning 19.02% of ContextLogic’s float are held short. This number has increased substantially from the 20.98 million shares that were held short in June.</li> </ul> <b>The number of shares held short could have increased further after the e-commerce company gapped down about 25% after reporting a massive earning loss on Aug. 12.</b> The stock then bounced at a support level created in the pre-market on Aug. 13, but on Monday ContextLogic received a number of analyst downgrades and traded back down toward the level.</p><p><blockquote><ul><li><b>浮动</b>:ContextLogic的流通股相对较小,为362.37股。</li><li><b>所有权</b>:该股的持股水平很奇怪,93.66%的流通量掌握在内部人士和机构手中。机构持有其89.24%的股份,内部人士持有4.42%的股份。</li><li><b>空头利息</b>:截至7月30日,ContextLogic流通股为2912万股,即19.02%的流通股为空头。这一数字较6月份空头持有的2098万股大幅增加。</li></ul><b>这家电子商务公司在8月12日报告大幅盈利亏损后下跌约25%,空头股票数量可能会进一步增加。</b>随后,该股在8月13日盘前创建的支撑位反弹,但周一ContextLogic收到了多位分析师的评级下调,并回落至该水平。</blockquote></p><p> <b>The ContextLogic Chart:</b> ContextLogic has a newly created support level at $6.71. On Monday the stock traded down to test the level as support and it held. On Tuesday it tested the level again as support and bounced upwards from it.</p><p><blockquote><b>上下文逻辑图表:</b>ContextLogic新创建的支撑位为6.71美元。周一,该股下跌以测试支撑位并保持不变。周二,它再次测试该水平作为支撑,并从该水平向上反弹。</blockquote></p><p> <b>ContextLogic has a huge gap above between about $7.87 and $9.32. Gaps on charts fill about 90% of the time so it's likely the stock will trade up to fill the gap in the future.</b></p><p><blockquote><b>ContextLogic上方约7.87美元至9.32美元之间存在巨大差距。图表上的缺口大约90%的时间都会被填补,因此该股未来很可能会上涨以填补缺口。</b></blockquote></p><p> ContextLogic is trading below both the eight-day and 21-day exponential moving averages (EMAs) with the eight-day EMA trending below the 21-day, both of which are bearish indicators. The stock is also trading below the 50-day simple moving average which indicates longer-term sentiment is currently bearish.</p><p><blockquote>ContextLogic的交易价格均低于8日和21日指数移动平均线(EMA),其中8日EMA趋势低于21日,这两个指标都是看跌指标。该股的交易价格也低于50日简单移动平均线,这表明目前长期情绪看跌。</blockquote></p><p> The relative strength index (RSI) on the stock is has been measuring in at about 28% since ContextLogic gapped down Aug. 13. When an RSI measures below 30% the stock is considered to be in oversold territory which is a buy signal for technical traders. It's likely ContextLogic’s RSI will correct back up above 30% in the near future.</p><p><blockquote>自ContextLogic 8月13日跳空下跌以来,该股的相对强弱指数(RSI)一直在28%左右。当RSI低于30%时,股票被认为处于超卖区域,这对技术交易者来说是买入信号。ContextLogic的RSI很可能会在不久的将来回升至30%以上。</blockquote></p><p> <ul> <li>Bulls want to see big bullish volume come in and drive ContextLogic back up toward a resistance level at $7.52. If it can regain the level as support the stock could move up higher toward the $10 level.</li> <li>Bears want to see big bearish volume come in and drop ContextLogic’s stock down below support at $6.71. If ContextLogic loses the level as support it there is no further support below in the form of price history. $6 would be a lower psychological support level.</li> </ul> <img src=\"https://static.tigerbbs.com/7eadc82dbb6dc37e43c3702d625d8f21\" tg-width=\"1366\" tg-height=\"768\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><blockquote><ul><li>多头希望看到大量看涨成交量进入,并推动ContextLogic回升至7.52美元的阻力位。如果它能够重新获得该水平作为支撑,该股可能会上涨至10美元水平。</li><li>空头希望看到大量看跌成交量进入,并将ContextLogic的股价跌破6.71美元的支撑位。如果ContextLogic失去了作为支撑的水平,则不会以价格历史的形式出现进一步的支撑。6美元将是较低的心理支撑位。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198224425","content_text":"ContextLogic Inc. Inc was the third most mentioned stock in the r/WallStreetBets community on Monday night followed by AMC Entertainment Holdings, Inc.\nThe stock is popular among retail traders due to its underlying statistics:\n\nFloat: ContextLogic has a relatively small float of 362.37 shares.\nOwnership: The stock has a bizarre ownership level with 93.66% of its float tied up in the hands of insiders and institutions. Institutions own 89.24% of its shares and 4.42% are held by insiders.\nShort Interest: As of July 30, 29.12 million shares, meaning 19.02% of ContextLogic’s float are held short. This number has increased substantially from the 20.98 million shares that were held short in June.\n\nThe number of shares held short could have increased further after the e-commerce company gapped down about 25% after reporting a massive earning loss on Aug. 12. The stock then bounced at a support level created in the pre-market on Aug. 13, but on Monday ContextLogic received a number of analyst downgrades and traded back down toward the level.\nThe ContextLogic Chart: ContextLogic has a newly created support level at $6.71. On Monday the stock traded down to test the level as support and it held. On Tuesday it tested the level again as support and bounced upwards from it.\nContextLogic has a huge gap above between about $7.87 and $9.32. Gaps on charts fill about 90% of the time so it's likely the stock will trade up to fill the gap in the future.\nContextLogic is trading below both the eight-day and 21-day exponential moving averages (EMAs) with the eight-day EMA trending below the 21-day, both of which are bearish indicators. The stock is also trading below the 50-day simple moving average which indicates longer-term sentiment is currently bearish.\nThe relative strength index (RSI) on the stock is has been measuring in at about 28% since ContextLogic gapped down Aug. 13. When an RSI measures below 30% the stock is considered to be in oversold territory which is a buy signal for technical traders. It's likely ContextLogic’s RSI will correct back up above 30% in the near future.\n\nBulls want to see big bullish volume come in and drive ContextLogic back up toward a resistance level at $7.52. If it can regain the level as support the stock could move up higher toward the $10 level.\nBears want to see big bearish volume come in and drop ContextLogic’s stock down below support at $6.71. If ContextLogic loses the level as support it there is no further support below in the form of price history. $6 would be a lower psychological support level.","news_type":1,"symbols_score_info":{"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830514127,"gmtCreate":1629080982669,"gmtModify":1631890349787,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830514127","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohu8.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商已准备好采取行动。沃尔玛和家得宝周二发布报告,劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点,然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测,上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩,Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标:周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数,以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会公布了7月底上次会议的纪要。然后,世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下,7月份的历史新高为43.0,当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&Associates和La-Z-Boy在收盘后报告财务业绩,并将于第二天(8月18日)上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%,与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后,预计经季节调整后环比下降0.3%。不包括汽车在内,支出预计将增长0.2%,而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示,经季节调整后的新屋开工年率为161.0万套,低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发,<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后,LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</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>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</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\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯控股、沃尔玛、塔吉特等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商已准备好采取行动。沃尔玛和家得宝周二发布报告,劳氏、塔吉特和TJX周三紧随其后。美国柯尔百货公司、梅西百货、BJ批发和L品牌是周四的零售亮点,然后Foot Locker将于周五结束本周。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局7月份零售销售数据也将于本周周二公布。经济学家平均预测,上个月经季节性调整后的增长率为0。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的Pandora和Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股控股公司、思科系统公司、Analog Devices和Lumentum Holdings均发布业绩。应用材料公司周四公布业绩,Deere公司本周收盘周五。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项房地产市场指标:周二公布的全国住宅建筑商协会8月份NAHB/富国银行住房市场指数,以及周三公布的人口普查局7月份新住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会公布了7月底上次会议的纪要。然后,世界大型企业联合会将于周四公布7月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>星期一8/16</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、Tokyo Electron和Clear Secure等公司在评级举行财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布八月份帝国州制造业调查。普遍估计读数为26.5。相比之下,7月份的历史新高为43.0,当时总体商业状况指数上涨了26点。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora和Krispy Kreme等公司在评级举办财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry&Associates和La-Z-Boy在收盘后报告财务业绩,并将于第二天(8月18日)上午举行收益评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月工业部门产能利用率。评级共识为75.7%,与6月份的75.4%几乎没有变化。工业生产预计将比6月份经季节调整后的0.4%增长0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>房屋建筑商协会发布了8月份NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份相同。该指数较11月份创下的历史高点90有所回落。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月零售销售数据。继6月份上涨0.6%后,预计经季节调整后环比下降0.3%。不包括汽车在内,支出预计将增长0.2%,而上个月为增长1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会公布了7月底货币政策会议的纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统、劳氏、塔吉特、TJX、腾讯控股控股、Brinker International、Analog Devices、Synopsys、Lumentum Holdings和Nvidia在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局的</b>7月份新住宅建设报告预计显示,经季节调整后的新屋开工年率为161.0万套,低于6月份的164.3万套。3月份新屋开工量达到173万套的疫情后峰值。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ的批发,<b>L品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、Kohl's、Macy's、Performance Food Group、Petco Health and Wellness和Farfetch将在评级举办财报会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>世界大型企业联合会</b>发布7月份领先经济指数。继6月份上涨0.7%后,LEI预计将环比上涨0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>星期五8/20</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker在评级主办会议讨论财务业绩。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2\">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":{"NVDA":"英伟达",".IXIC":"NASDAQ Composite","TGT":"塔吉特","WMT":"沃尔玛","TME":"腾讯音乐",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{"WMT":0.9,"TGT":0.9,".DJI":0.9,"TME":0.9,".IXIC":0.9,"NVDA":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830197609,"gmtCreate":1629024460801,"gmtModify":1631890349802,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830197609","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长(最好是两者兼而有之)的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股价应该与收入和利润保持一致,使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者,在<i>巴伦周刊</i>五月的封面故事,正在寻找这样的股票,而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示,在一系列10年期间,只有约35家公司的股价每年复合增长率达到20%或以上,导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈,并列出了一份包含10只股票的折衷清单,其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测,“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,下调了2021年财务指引,股价约为185美元,下跌了近30%。2021年盈利预期目前为每股6.13美元,低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说,它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品,这是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计,在其消费品牌的推动下,到2025年销售额将达到20亿美元,高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示:“世界需要清洁化学,而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司(BAH)是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元,收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示:“它建立了强大的、类似伙伴关系的文化,并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率,与其历史表现一致。由于担心军费开支更加克制,该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会,该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者,该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍,最近达到173美元。“它拥有令人难以置信的特许经营权,”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出,亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示,考虑到盈利年增长率为十几岁左右,该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有700,000名业主,拥有富有弹性的商业模式,从费用中获得可观的收入,并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示:“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道,万豪度假公司的股价最近约为145美元,应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为,根据2022年的预测,该股的自由现金流收益率为11%,价格低廉。他表示,该股自2018年以来几乎没有变化,未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商,鉴于其在高度分散的行业中仅占13%的市场份额,因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示:“它正在有机增长,并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元,估值很高,交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于全球视力问题的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,这款镜片已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示:“它的销量可能会很大。它还处于起步阶段,基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入,而且不需要移除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元,其估值超过2022年预计销售额的20倍,是2022年预计收益的140倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙,”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据,试图确定订户的品味,以产生高满意度,并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧,其股价约为44美元,较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli预计收入每年将增长20%以上,在当前美国和英国市场之外还有机会,并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商,其95%来自回收材料,使其成为一种环保的住房。该股股价为105美元,是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值,因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%,并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年,它看起来并没有那么贵,”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到Baillie Gifford的Brodie的青睐,他表示,它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元,并不便宜。Upwork的估值为57亿美元,是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上,2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受,但大型企业的人力资源部门却不喜欢他们,”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴,”他说。</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>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</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\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长(最好是两者兼而有之)的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股价应该与收入和利润保持一致,使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者,在<i>巴伦周刊</i>五月的封面故事,正在寻找这样的股票,而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示,在一系列10年期间,只有约35家公司的股价每年复合增长率达到20%或以上,导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈,并列出了一份包含10只股票的折衷清单,其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测,“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,下调了2021年财务指引,股价约为185美元,下跌了近30%。2021年盈利预期目前为每股6.13美元,低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说,它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品,这是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计,在其消费品牌的推动下,到2025年销售额将达到20亿美元,高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示:“世界需要清洁化学,而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司(BAH)是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元,收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示:“它建立了强大的、类似伙伴关系的文化,并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率,与其历史表现一致。由于担心军费开支更加克制,该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会,该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者,该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍,最近达到173美元。“它拥有令人难以置信的特许经营权,”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出,亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示,考虑到盈利年增长率为十几岁左右,该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有700,000名业主,拥有富有弹性的商业模式,从费用中获得可观的收入,并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示:“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道,万豪度假公司的股价最近约为145美元,应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为,根据2022年的预测,该股的自由现金流收益率为11%,价格低廉。他表示,该股自2018年以来几乎没有变化,未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商,鉴于其在高度分散的行业中仅占13%的市场份额,因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示:“它正在有机增长,并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元,估值很高,交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于全球视力问题的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,这款镜片已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示:“它的销量可能会很大。它还处于起步阶段,基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入,而且不需要移除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元,其估值超过2022年预计销售额的20倍,是2022年预计收益的140倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙,”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据,试图确定订户的品味,以产生高满意度,并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧,其股价约为44美元,较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli预计收入每年将增长20%以上,在当前美国和英国市场之外还有机会,并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商,其95%来自回收材料,使其成为一种环保的住房。该股股价为105美元,是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值,因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%,并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年,它看起来并没有那么贵,”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到Baillie Gifford的Brodie的青睐,他表示,它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元,并不便宜。Upwork的估值为57亿美元,是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上,2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受,但大型企业的人力资源部门却不喜欢他们,”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴,”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">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":{"AMRS":"阿米瑞斯","AMED":"阿米斯医疗","UPWK":"Upwork Inc.","VAC":"万豪度假环球","TREX":"Trex Co Inc","STAA":"STAAR Surgical Company","SITE":"SiteOne Landscape Supply, Inc.","BAH":"博思艾伦咨询公司","JBHT":"JB Hunt运输服务","SFIX":"Stitch Fix Inc."},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"SITE":0.9,"AMED":0.9,"SFIX":0.9,"JBHT":0.9,"AMRS":0.9,"BAH":0.9,"TREX":0.9,"UPWK":0.9,"STAA":0.9,"VAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897538878,"gmtCreate":1628938563794,"gmtModify":1631890349813,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Gosh","listText":"Gosh","text":"Gosh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897538878","repostId":"2159321505","repostType":4,"repost":{"id":"2159321505","kind":"highlight","pubTimestamp":1628911811,"share":"https://www.laohu8.com/m/news/2159321505?lang=zh_CN&edition=full","pubTime":"2021-08-14 11:30","market":"us","language":"en","title":"Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期,并在十月股东大会上做出其他改变</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321505","media":"MarketWatch","summary":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. ","content":"<p>Board members would serve for two years rather than three</p><p><blockquote>董事会成员的任期为两年,而不是三年</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc701f141f0c0044cabe912e510fe2e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Tesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>特斯拉首席执行官Elon Musk去年在德国。玛雅·希蒂吉/盖蒂图片社</span></p></blockquote></p><p> Tesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.</p><p><blockquote>特斯拉公司在周五晚间提交的文件中表示,该公司将于10月7日在加州弗里蒙特工厂举行股东大会,该公司将提出的提案包括缩短董事任期的看涨期权。</blockquote></p><p> One of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.</p><p><blockquote>其中一项建议是评级将每名董事的任期从三年减至两年。特斯拉董事会目前有九名成员,分为三类,任期三年。</blockquote></p><p> If the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.</p><p><blockquote>然而,特斯拉在文件中表示,如果该提案获得批准,董事会将分为两个任期交错的类别,董事在两个类别之间的分布尽可能平均。</blockquote></p><p> The board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.</p><p><blockquote>自2007年以来一直在特斯拉董事会任职的风险投资家Antonio Gracias在2019年表示,今年任期结束后,他不会寻求连任,董事会成员将减少至8名。</blockquote></p><p> Tesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.</p><p><blockquote>特斯拉董事会提名现任董事会成员、新闻集团创始人默多克的小儿子默多克(James Murdoch)和首席执行官马斯克(Elon Musk)的哥哥马斯克(Kimbal Musk)连任二级董事,任期将于2024年届满。该公司表示,如果期限缩减获得批准,那么他们的期限将于2023年结束。</blockquote></p><p> Tesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.</p><p><blockquote>特斯拉缩短董事会成员任期是对股东提议选举每位董事会成员一年的回应。</blockquote></p><p> The two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.</p><p><blockquote>然而,特斯拉表示,两年任期“在股东的长期利益和近期责任之间取得了适当的平衡”。</blockquote></p><p> Tesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.</p><p><blockquote>特斯拉股价在常规交易日收盘下跌0.7%后,在盘后交易中持平。该股今年已上涨1.6%,而标普500指数的涨幅约为19%。</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>Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期,并在十月股东大会上做出其他改变</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 seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期,并在十月股东大会上做出其他改变</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Board members would serve for two years rather than three</p><p><blockquote>董事会成员的任期为两年,而不是三年</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc701f141f0c0044cabe912e510fe2e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Tesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>特斯拉首席执行官Elon Musk去年在德国。玛雅·希蒂吉/盖蒂图片社</span></p></blockquote></p><p> Tesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.</p><p><blockquote>特斯拉公司在周五晚间提交的文件中表示,该公司将于10月7日在加州弗里蒙特工厂举行股东大会,该公司将提出的提案包括缩短董事任期的看涨期权。</blockquote></p><p> One of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.</p><p><blockquote>其中一项建议是评级将每名董事的任期从三年减至两年。特斯拉董事会目前有九名成员,分为三类,任期三年。</blockquote></p><p> If the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.</p><p><blockquote>然而,特斯拉在文件中表示,如果该提案获得批准,董事会将分为两个任期交错的类别,董事在两个类别之间的分布尽可能平均。</blockquote></p><p> The board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.</p><p><blockquote>自2007年以来一直在特斯拉董事会任职的风险投资家Antonio Gracias在2019年表示,今年任期结束后,他不会寻求连任,董事会成员将减少至8名。</blockquote></p><p> Tesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.</p><p><blockquote>特斯拉董事会提名现任董事会成员、新闻集团创始人默多克的小儿子默多克(James Murdoch)和首席执行官马斯克(Elon Musk)的哥哥马斯克(Kimbal Musk)连任二级董事,任期将于2024年届满。该公司表示,如果期限缩减获得批准,那么他们的期限将于2023年结束。</blockquote></p><p> Tesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.</p><p><blockquote>特斯拉缩短董事会成员任期是对股东提议选举每位董事会成员一年的回应。</blockquote></p><p> The two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.</p><p><blockquote>然而,特斯拉表示,两年任期“在股东的长期利益和近期责任之间取得了适当的平衡”。</blockquote></p><p> Tesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.</p><p><blockquote>特斯拉股价在常规交易日收盘下跌0.7%后,在盘后交易中持平。该股今年已上涨1.6%,而标普500指数的涨幅约为19%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click\">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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321505","content_text":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES\nTesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.\nOne of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.\nIf the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.\nThe board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.\nTesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.\nTesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.\nThe two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.\nTesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894533477,"gmtCreate":1628837023099,"gmtModify":1631890349834,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894533477","repostId":"1109187442","repostType":4,"repost":{"id":"1109187442","kind":"news","pubTimestamp":1628834960,"share":"https://www.laohu8.com/m/news/1109187442?lang=zh_CN&edition=full","pubTime":"2021-08-13 14:09","market":"us","language":"en","title":"Moderna study shows its COVID-19 vaccine holds up against several variants after six months<blockquote>Moderna研究显示其COVID-19疫苗在六个月后仍能抵抗多种变种</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109187442","media":"Market Wacth","summary":"Moderna Inc. shares ticked higher in the extended session Thursday afetr the biotech drug company sa","content":"<p>Moderna Inc. shares ticked higher in the extended session Thursday afetr the biotech drug company said a study showed its COVID-19 vaccine held up against several variants of the virus that causes the disease.</p><p><blockquote>Moderna Inc.股价在周四的延长交易中走高,此前这家生物技术制药公司表示,一项研究显示其COVID-19疫苗可以抵抗导致该疾病的几种病毒变种。</blockquote></p><p> The study was tested against SARS-CoV-2 variants that included alpha, beta, gamma, delta epsilon, and iota, ModernaMRNA,+1.58%said. While the patients given two doses of Moderna COVID-19 vaccine had some “waning in antibody levels,” the majority had enough antibodies to neutralize the virus at the six-month mark, the company said.</p><p><blockquote>ModernaMRNA+1.58%表示,这项研究针对包括alpha、beta、gamma、delta epsilon和iota在内的新型冠状病毒病毒变异体进行了测试。该公司表示,虽然接种两剂Moderna COVID-19疫苗的患者“抗体水平有所下降”,但大多数人在六个月时有足够的抗体来中和病毒。</blockquote></p><p> “These data support the durable efficacy of 93% seen with the Moderna COVID-19 vaccine through six months,” said Stéphane Bancel, chief executive of Moderna, in a statement.</p><p><blockquote>Moderna首席执行官Stéphane Bancel在一份声明中表示:“这些数据支持Moderna COVID-19疫苗在六个月内的持久功效为93%。”</blockquote></p><p> “We expect that these data and the growing body of real-world evidence will help inform health regulators’ approaches to how and when to administer additional boosting doses,” Bancel said.</p><p><blockquote>班塞尔说:“我们预计这些数据和越来越多的现实世界证据将有助于为卫生监管机构确定如何以及何时施用额外的加强剂量提供信息。”</blockquote></p><p> Shares rose 0.7% after-hours, following a 1.6% rise in the regular session to close at $391.42. The stock is up 463% over the past 12 months, compared with a 32% gain on the S&P 500 indexSPX,+0.30%.</p><p><blockquote>盘后股价上涨0.7%,常规交易时段上涨1.6%,收于391.42美元。该股在过去12个月内上涨了463%,而标普500指数SPX上涨了32%,+0.30%。</blockquote></p><p></p>","source":"lsy1604288433698","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>Moderna study shows its COVID-19 vaccine holds up against several variants after six months<blockquote>Moderna研究显示其COVID-19疫苗在六个月后仍能抵抗多种变种</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\">\nModerna study shows its COVID-19 vaccine holds up against several variants after six months<blockquote>Moderna研究显示其COVID-19疫苗在六个月后仍能抵抗多种变种</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-08-13 14:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Moderna Inc. shares ticked higher in the extended session Thursday afetr the biotech drug company said a study showed its COVID-19 vaccine held up against several variants of the virus that causes the disease.</p><p><blockquote>Moderna Inc.股价在周四的延长交易中走高,此前这家生物技术制药公司表示,一项研究显示其COVID-19疫苗可以抵抗导致该疾病的几种病毒变种。</blockquote></p><p> The study was tested against SARS-CoV-2 variants that included alpha, beta, gamma, delta epsilon, and iota, ModernaMRNA,+1.58%said. While the patients given two doses of Moderna COVID-19 vaccine had some “waning in antibody levels,” the majority had enough antibodies to neutralize the virus at the six-month mark, the company said.</p><p><blockquote>ModernaMRNA+1.58%表示,这项研究针对包括alpha、beta、gamma、delta epsilon和iota在内的新型冠状病毒病毒变异体进行了测试。该公司表示,虽然接种两剂Moderna COVID-19疫苗的患者“抗体水平有所下降”,但大多数人在六个月时有足够的抗体来中和病毒。</blockquote></p><p> “These data support the durable efficacy of 93% seen with the Moderna COVID-19 vaccine through six months,” said Stéphane Bancel, chief executive of Moderna, in a statement.</p><p><blockquote>Moderna首席执行官Stéphane Bancel在一份声明中表示:“这些数据支持Moderna COVID-19疫苗在六个月内的持久功效为93%。”</blockquote></p><p> “We expect that these data and the growing body of real-world evidence will help inform health regulators’ approaches to how and when to administer additional boosting doses,” Bancel said.</p><p><blockquote>班塞尔说:“我们预计这些数据和越来越多的现实世界证据将有助于为卫生监管机构确定如何以及何时施用额外的加强剂量提供信息。”</blockquote></p><p> Shares rose 0.7% after-hours, following a 1.6% rise in the regular session to close at $391.42. The stock is up 463% over the past 12 months, compared with a 32% gain on the S&P 500 indexSPX,+0.30%.</p><p><blockquote>盘后股价上涨0.7%,常规交易时段上涨1.6%,收于391.42美元。该股在过去12个月内上涨了463%,而标普500指数SPX上涨了32%,+0.30%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/moderna-study-shows-its-covid-19-vaccine-holds-up-against-several-variants-after-six-months-11628803856?mod=home-page\">Market Wacth</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":{"MRNA":"Moderna, Inc."},"source_url":"https://www.marketwatch.com/story/moderna-study-shows-its-covid-19-vaccine-holds-up-against-several-variants-after-six-months-11628803856?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109187442","content_text":"Moderna Inc. shares ticked higher in the extended session Thursday afetr the biotech drug company said a study showed its COVID-19 vaccine held up against several variants of the virus that causes the disease.\nThe study was tested against SARS-CoV-2 variants that included alpha, beta, gamma, delta epsilon, and iota, ModernaMRNA,+1.58%said. While the patients given two doses of Moderna COVID-19 vaccine had some “waning in antibody levels,” the majority had enough antibodies to neutralize the virus at the six-month mark, the company said.\n“These data support the durable efficacy of 93% seen with the Moderna COVID-19 vaccine through six months,” said Stéphane Bancel, chief executive of Moderna, in a statement.\n“We expect that these data and the growing body of real-world evidence will help inform health regulators’ approaches to how and when to administer additional boosting doses,” Bancel said.\nShares rose 0.7% after-hours, following a 1.6% rise in the regular session to close at $391.42. The stock is up 463% over the past 12 months, compared with a 32% gain on the S&P 500 indexSPX,+0.30%.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":2532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895216201,"gmtCreate":1628746668703,"gmtModify":1631890349839,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895216201","repostId":"1128743889","repostType":4,"repost":{"id":"1128743889","kind":"news","pubTimestamp":1628746418,"share":"https://www.laohu8.com/m/news/1128743889?lang=zh_CN&edition=full","pubTime":"2021-08-12 13:33","market":"us","language":"en","title":"EBay’s active buyers declined 2%<blockquote>EBay活跃买家下降2%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1128743889","media":"FOX Business","summary":"The online marketplace projects lower-than-expected revenue for the current quarter in a sign e-comm","content":"<p><i>The online marketplace projects lower-than-expected revenue for the current quarter in a sign e-commerce is softening.</i></p><p><blockquote><i>该在线市场预计本季度收入低于预期,表明电子商务正在疲软。</i></blockquote></p><p> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> reported a decline in active buyers in the latest quarter and projectedlower-than-expected revenuein the current quarter, in another sign ofsoftening e-commerce trends.</p><p><blockquote><a href=\"https://laohu8.com/S/EBAY\">eBay</a>报告称,最近一个季度的活跃买家数量有所下降,预计本季度的收入将低于预期,这是电子商务趋势疲软的另一个迹象。</blockquote></p><p> The online marketplace reported 159 million active buyers for the June quarter, a 2% decline from a year earlier. Since the start of theCovid-19 pandemicin early 2020, active buyers had grown by a mid- to high single-digit percentage each quarter.</p><p><blockquote>该在线市场报告称,第二季度活跃买家为1.59亿,同比下降2%。自2020年初新冠肺炎疫情开始以来,活跃买家每个季度都以中高个位数的百分比增长。</blockquote></p><p> The company also said it expected revenue from continuing operations of $2.42 billion to $2.47 billion in the current quarter, with an organic growth rate of 6% to 8%. Analysts polled by FactSet were expecting $2.49 billion.</p><p><blockquote>该公司还表示,预计本季度持续运营收入为24.2亿美元至24.7亿美元,有机增长率为6%至8%。FactSet调查的分析师预计为24.9亿美元。</blockquote></p><p> E-commerce saw massive growthfollowing the onset of the pandemic early last year as homebound folks turned to the internet for their shopping needs. That growth, however, has started to show signs of slowing.</p><p><blockquote>去年年初疫情爆发后,随着宅在家里的人们转向互联网来满足购物需求,电子商务出现了大幅增长。然而,这种增长已经开始显示出放缓的迹象。</blockquote></p><p> In a call with analysts, eBay Chief Executive Jamie Iannone said the company saw a slowdown when compared with the tremendous growth initially seen in 2020, which was driven by the onset of the pandemic. The marketplace is still seeing positive growth when compared with before the pandemic, he said.</p><p><blockquote>eBay首席执行官杰米·伊安诺(Jamie Iannone)在与分析师的看涨期权中表示,与2020年疫情爆发推动的巨大增长相比,该公司的增长有所放缓。他说,与疫情之前相比,市场仍在积极增长。</blockquote></p><p> EBay isn’t providing full-year guidance in part because of the uncertainty that remains as the pandemic continues, Chief Financial Officer Steve Priest said.</p><p><blockquote>首席财务官史蒂夫·普里斯特(Steve Priest)表示,EBay没有提供全年指引,部分原因是随着疫情的持续,不确定性依然存在。</blockquote></p><p> Last month,Amazon.comInc. reported salesslightly below what analysts were expecting, with finance chief Brian Olsavsky saying that he expects the trend to continue as the economy reopens and sales stabilize from outsize growth earlier in the pandemic.</p><p><blockquote>上个月,亚马逊公司。报告的销售额略低于分析师的预期,财务主管布莱恩·奥尔萨夫斯基(Brian Olsavsky)表示,随着经济重新开放以及销售额从大流行初期的大幅增长中稳定下来,他预计这一趋势将持续下去。</blockquote></p><p> For the second quarter, eBay reported net revenue of $2.67 billion, compared with $2.34 billion a year earlier. According to FactSet, analysts were expecting $2.63 billion.</p><p><blockquote>eBay第二季度净收入为26.7亿美元,而去年同期为23.4亿美元。根据FactSet的数据,分析师预计为26.3亿美元。</blockquote></p><p> <table> <thead> <tr> <th>Ticker</th> <th>Security</th> <th>Last</th> <th>Change</th> <th>Change %</th> </tr> </thead> <tbody> <tr> <td>EBAY</td> <td>EBAY, INC.</td> <td>68.02</td> <td>+0.71</td> <td>+1.05%</td> </tr> <tr></tr> </tbody> </table> \"Revenue growth was driven by the acceleration in our payments migration and growth in advertising,\" Chief Executive Jamie Iannone said.</p><p><blockquote><table><thead><tr><th>股票代码</th><th>安全</th><th>最后</th><th>变化</th><th>变化%</th></tr></thead><tbody><tr><td>EBAY</td><td>易贝公司。</td><td>68.02</td><td>+0.71</td><td>+1.05%</td></tr><tr></tr></tbody></table>首席执行官杰米·伊安诺(Jamie Iannone)表示:“收入增长是由我们支付迁移的加速和广告的增长推动的。”</blockquote></p><p> In July 2020, eBay’s operating agreement with its former unitPayPal HoldingsInc. ended, and since then the company has been migrating payments onto its own platform.</p><p><blockquote>2020年7月,eBay与其前子公司PayPal HoldingsInc.签订了运营协议。结束,从那时起,该公司一直在将支付迁移到自己的平台上。</blockquote></p><p> For the second quarter, eBay reported earnings of $10.73 billion, compared with $746 million a year earlier. Most of the company’s profit was from discontinued operations. Adjusted earnings from continuing operations were 99 cents a share. Analysts were expecting 96 cents a share.</p><p><blockquote>eBay第二季度盈利为107.3亿美元,而去年同期为7.46亿美元。该公司的大部分利润来自已终止经营业务。调整后持续经营业务收益为每股99美分。分析师预计每股96美分。</blockquote></p><p> In late June, the company said it was selling an approximately 80% stake in its Korea businesses toE-MartInc. The deal was expected to give eBay about $3 billion in gross cash proceeds. The Korean businesses were considered discontinued operations in the latest quarter.</p><p><blockquote>6月下旬,该公司表示将向E-MartinC出售其韩国业务约80%的股份。这笔交易预计将为eBay带来约30亿美元的现金收益总额。韩国业务被视为在最近一个季度停止运营。</blockquote></p><p></p>","source":"lsy1602566126337","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>EBay’s active buyers declined 2%<blockquote>EBay活跃买家下降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\">\nEBay’s active buyers declined 2%<blockquote>EBay活跃买家下降2%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">FOX Business</strong><span class=\"h-time small\">2021-08-12 13:33</span>\n</p>\n</h4>\n</header>\n<article>\n<p><i>The online marketplace projects lower-than-expected revenue for the current quarter in a sign e-commerce is softening.</i></p><p><blockquote><i>该在线市场预计本季度收入低于预期,表明电子商务正在疲软。</i></blockquote></p><p> <a href=\"https://laohu8.com/S/EBAY\">eBay</a> reported a decline in active buyers in the latest quarter and projectedlower-than-expected revenuein the current quarter, in another sign ofsoftening e-commerce trends.</p><p><blockquote><a href=\"https://laohu8.com/S/EBAY\">eBay</a>报告称,最近一个季度的活跃买家数量有所下降,预计本季度的收入将低于预期,这是电子商务趋势疲软的另一个迹象。</blockquote></p><p> The online marketplace reported 159 million active buyers for the June quarter, a 2% decline from a year earlier. Since the start of theCovid-19 pandemicin early 2020, active buyers had grown by a mid- to high single-digit percentage each quarter.</p><p><blockquote>该在线市场报告称,第二季度活跃买家为1.59亿,同比下降2%。自2020年初新冠肺炎疫情开始以来,活跃买家每个季度都以中高个位数的百分比增长。</blockquote></p><p> The company also said it expected revenue from continuing operations of $2.42 billion to $2.47 billion in the current quarter, with an organic growth rate of 6% to 8%. Analysts polled by FactSet were expecting $2.49 billion.</p><p><blockquote>该公司还表示,预计本季度持续运营收入为24.2亿美元至24.7亿美元,有机增长率为6%至8%。FactSet调查的分析师预计为24.9亿美元。</blockquote></p><p> E-commerce saw massive growthfollowing the onset of the pandemic early last year as homebound folks turned to the internet for their shopping needs. That growth, however, has started to show signs of slowing.</p><p><blockquote>去年年初疫情爆发后,随着宅在家里的人们转向互联网来满足购物需求,电子商务出现了大幅增长。然而,这种增长已经开始显示出放缓的迹象。</blockquote></p><p> In a call with analysts, eBay Chief Executive Jamie Iannone said the company saw a slowdown when compared with the tremendous growth initially seen in 2020, which was driven by the onset of the pandemic. The marketplace is still seeing positive growth when compared with before the pandemic, he said.</p><p><blockquote>eBay首席执行官杰米·伊安诺(Jamie Iannone)在与分析师的看涨期权中表示,与2020年疫情爆发推动的巨大增长相比,该公司的增长有所放缓。他说,与疫情之前相比,市场仍在积极增长。</blockquote></p><p> EBay isn’t providing full-year guidance in part because of the uncertainty that remains as the pandemic continues, Chief Financial Officer Steve Priest said.</p><p><blockquote>首席财务官史蒂夫·普里斯特(Steve Priest)表示,EBay没有提供全年指引,部分原因是随着疫情的持续,不确定性依然存在。</blockquote></p><p> Last month,Amazon.comInc. reported salesslightly below what analysts were expecting, with finance chief Brian Olsavsky saying that he expects the trend to continue as the economy reopens and sales stabilize from outsize growth earlier in the pandemic.</p><p><blockquote>上个月,亚马逊公司。报告的销售额略低于分析师的预期,财务主管布莱恩·奥尔萨夫斯基(Brian Olsavsky)表示,随着经济重新开放以及销售额从大流行初期的大幅增长中稳定下来,他预计这一趋势将持续下去。</blockquote></p><p> For the second quarter, eBay reported net revenue of $2.67 billion, compared with $2.34 billion a year earlier. According to FactSet, analysts were expecting $2.63 billion.</p><p><blockquote>eBay第二季度净收入为26.7亿美元,而去年同期为23.4亿美元。根据FactSet的数据,分析师预计为26.3亿美元。</blockquote></p><p> <table> <thead> <tr> <th>Ticker</th> <th>Security</th> <th>Last</th> <th>Change</th> <th>Change %</th> </tr> </thead> <tbody> <tr> <td>EBAY</td> <td>EBAY, INC.</td> <td>68.02</td> <td>+0.71</td> <td>+1.05%</td> </tr> <tr></tr> </tbody> </table> \"Revenue growth was driven by the acceleration in our payments migration and growth in advertising,\" Chief Executive Jamie Iannone said.</p><p><blockquote><table><thead><tr><th>股票代码</th><th>安全</th><th>最后</th><th>变化</th><th>变化%</th></tr></thead><tbody><tr><td>EBAY</td><td>易贝公司。</td><td>68.02</td><td>+0.71</td><td>+1.05%</td></tr><tr></tr></tbody></table>首席执行官杰米·伊安诺(Jamie Iannone)表示:“收入增长是由我们支付迁移的加速和广告的增长推动的。”</blockquote></p><p> In July 2020, eBay’s operating agreement with its former unitPayPal HoldingsInc. ended, and since then the company has been migrating payments onto its own platform.</p><p><blockquote>2020年7月,eBay与其前子公司PayPal HoldingsInc.签订了运营协议。结束,从那时起,该公司一直在将支付迁移到自己的平台上。</blockquote></p><p> For the second quarter, eBay reported earnings of $10.73 billion, compared with $746 million a year earlier. Most of the company’s profit was from discontinued operations. Adjusted earnings from continuing operations were 99 cents a share. Analysts were expecting 96 cents a share.</p><p><blockquote>eBay第二季度盈利为107.3亿美元,而去年同期为7.46亿美元。该公司的大部分利润来自已终止经营业务。调整后持续经营业务收益为每股99美分。分析师预计每股96美分。</blockquote></p><p> In late June, the company said it was selling an approximately 80% stake in its Korea businesses toE-MartInc. The deal was expected to give eBay about $3 billion in gross cash proceeds. The Korean businesses were considered discontinued operations in the latest quarter.</p><p><blockquote>6月下旬,该公司表示将向E-MartinC出售其韩国业务约80%的股份。这笔交易预计将为eBay带来约30亿美元的现金收益总额。韩国业务被视为在最近一个季度停止运营。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.foxbusiness.com/markets/ebays-active-buyers-declined-2\">FOX Business</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":{"EBAY":"eBay"},"source_url":"https://www.foxbusiness.com/markets/ebays-active-buyers-declined-2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128743889","content_text":"The online marketplace projects lower-than-expected revenue for the current quarter in a sign e-commerce is softening.\neBay reported a decline in active buyers in the latest quarter and projectedlower-than-expected revenuein the current quarter, in another sign ofsoftening e-commerce trends.\nThe online marketplace reported 159 million active buyers for the June quarter, a 2% decline from a year earlier. Since the start of theCovid-19 pandemicin early 2020, active buyers had grown by a mid- to high single-digit percentage each quarter.\nThe company also said it expected revenue from continuing operations of $2.42 billion to $2.47 billion in the current quarter, with an organic growth rate of 6% to 8%. Analysts polled by FactSet were expecting $2.49 billion.\nE-commerce saw massive growthfollowing the onset of the pandemic early last year as homebound folks turned to the internet for their shopping needs. That growth, however, has started to show signs of slowing.\nIn a call with analysts, eBay Chief Executive Jamie Iannone said the company saw a slowdown when compared with the tremendous growth initially seen in 2020, which was driven by the onset of the pandemic. The marketplace is still seeing positive growth when compared with before the pandemic, he said.\nEBay isn’t providing full-year guidance in part because of the uncertainty that remains as the pandemic continues, Chief Financial Officer Steve Priest said.\nLast month,Amazon.comInc. reported salesslightly below what analysts were expecting, with finance chief Brian Olsavsky saying that he expects the trend to continue as the economy reopens and sales stabilize from outsize growth earlier in the pandemic.\nFor the second quarter, eBay reported net revenue of $2.67 billion, compared with $2.34 billion a year earlier. According to FactSet, analysts were expecting $2.63 billion.\n\n\n\nTicker\nSecurity\nLast\nChange\nChange %\n\n\n\n\nEBAY\nEBAY, INC.\n68.02\n+0.71\n+1.05%\n\n\n\n\n\"Revenue growth was driven by the acceleration in our payments migration and growth in advertising,\" Chief Executive Jamie Iannone said.\nIn July 2020, eBay’s operating agreement with its former unitPayPal HoldingsInc. ended, and since then the company has been migrating payments onto its own platform.\nFor the second quarter, eBay reported earnings of $10.73 billion, compared with $746 million a year earlier. Most of the company’s profit was from discontinued operations. Adjusted earnings from continuing operations were 99 cents a share. Analysts were expecting 96 cents a share.\nIn late June, the company said it was selling an approximately 80% stake in its Korea businesses toE-MartInc. The deal was expected to give eBay about $3 billion in gross cash proceeds. The Korean businesses were considered discontinued operations in the latest quarter.","news_type":1,"symbols_score_info":{"EBAY":0.9}},"isVote":1,"tweetType":1,"viewCount":1915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892688215,"gmtCreate":1628655211437,"gmtModify":1633745332377,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892688215","repostId":"1163924715","repostType":4,"repost":{"id":"1163924715","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":1628654753,"share":"https://www.laohu8.com/m/news/1163924715?lang=zh_CN&edition=full","pubTime":"2021-08-11 12:05","market":"hk","language":"en","title":"The Ark Funds' Actions to Lighten up China Concepts Stocks<blockquote>方舟基金减仓中概股的动作</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163924715","media":"Tiger Newspress","summary":"Pre-market overview\nU.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond","content":"<p><b>Pre-market overview</b></p><p><blockquote><b>上市前概述</b></blockquote></p><p> U.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.</p><p><blockquote>美股盘前下跌,美国10年期国债收益率在亚洲时段再度走低,拖累大宗商品价格,原油跌幅最高达5%,中概股盘前小幅上涨。</blockquote></p><p> In the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.</p><p><blockquote>在二级市场上,有两类美国基金愿意在中国进行投资。其中,其中一家公司已经清算或正在逐步清算其持有的股份。根据方舟基金的日常操作,其一直在减仓包括腾讯控股在内的中概股,从未加仓,尽管前述股票近期出现了一定反弹。最近出现的一个更令人高兴的信号是,方舟基金已经停止减仓中国股票。</blockquote></p><p> On July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.</p><p><blockquote>7月1日,方舟基金共覆盖了10只在美上市的中概股,其中包括8只在美国场外交易(OTC)交易的中概股和2只港股,以当日收盘价计算,这10只股票合计吸金18亿美元,如下图所示。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5be54c5dfdf52cd1c4ea28364f2dc37a\" tg-width=\"622\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>About Its Positions</b></p><p><blockquote><b>关于其立场</b></blockquote></p><p> As a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.</p><p><blockquote>作为一只投资中国股票不够活跃的基金,18亿美元的持仓规模很难说小。投资新兴市场的最大共同基金是景顺发展中市场基金,该基金在中国的投资额为150亿美元,涵盖中概股、港股和A股。因此,方舟在中国的投资并非微不足道。</blockquote></p><p> The Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>, but NIU Technologies. The electric vehicles produced by <a href=\"https://laohu8.com/S/NIU\">Niu Technologies</a> are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".</p><p><blockquote>方舟基金号称以技术为本,但似乎该基金并不完全信任中国的技术。通过分析其持有的中国股票,方舟基金目前持有的最多头寸是拥有巨大购买力的电子商务股票,而不是科技公司的股票。美国投资者、Ark Invest首席执行官兼首席信息官Cathie Wood曾在电视上称赞百度的无人驾驶技术,而他们在百度股票中的持仓并没有那么大。然后,中国的新能源汽车来了。方舟基金的投资目标不是中国电动汽车三巨头,包括<a href=\"https://laohu8.com/S/LI\">理想汽车</a>,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>,但是小牛电动。生产的电动汽车<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>在纽约卖得很好,而另外三家制造商尚未扩展到美国。再次反映了凯西·伍德对中国“技术”的怀疑态度。</blockquote></p><p> <b>Let’s look into the lightening of the Ark Funds</b></p><p><blockquote><b>让我们来看看方舟基金的减仓情况</b></blockquote></p><p> 10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.</p><p><blockquote>选择10只股票分析其份额变化。7月1日持仓最多的5只股票(京东、TCEHY、BEKE、PDD、百度)如图1所示,合计15亿美元,占比约80%,另外5只股票分别是阿里巴巴、牛、虎牙、比亚迪、BZ,合计3亿美元,占比约20%(图2)。关键日期标记如下。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b4d86b2c5953dc32e4a31fb13ee410\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\"><span>Figure 1</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09631c97e67c3aa9711d607bca310526\" tg-width=\"554\" tg-height=\"252\" referrerpolicy=\"no-referrer\"><span>Figure 2</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2</span></p></blockquote></p><p> The Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. </p><p><blockquote>方舟基金在7月13日和14日清仓了虎牙的所有头寸(如上图所示)。虎牙与斗鱼合并失败的消息于7月12日公布,但方舟基金当天并未大幅减仓,延续了前几日的节奏。</blockquote></p><p> Another marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.</p><p><blockquote>另一个标记的日期是7月26日(图1)。7月23日星期五,中国教育股暴跌超过50%。那一天,很少有人意识到发生了连锁反应,在香港上市的中资股将在接下来的一周暴跌。方舟基金也没有意识到这一点。7月26日,方舟基金不得不减仓。前5大持仓均被Ark减持,贝壳控股站在缺口处。这反映了Cathie Wood对中国高增长公司的怀疑。</blockquote></p><p></p><p> The third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (<a href=\"https://laohu8.com/S/BZ\">Kanzhun Limited</a>), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.</p><p><blockquote>第三个标记日期是7月28日,如图2所示。在此轮动荡中,方舟基金仅减仓了BOSS直聘的股票(<a href=\"https://laohu8.com/S/BZ\">看准有限公司</a>),这也是一家市值比较小的公司。与此同时,凯西·伍德仍然非常坚持在小牛电动的投资。</blockquote></p><p> In the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.</p><p><blockquote>过去一周,中概股价格仍在低位徘徊,但方舟基金不再减仓。目前只剩下7只股票。以上周五收盘价计算,持仓为4.5亿美元,与7月1日相比减少了75%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Ark Funds' Actions to Lighten up China Concepts Stocks<blockquote>方舟基金减仓中概股的动作</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 Ark Funds' Actions to Lighten up China Concepts Stocks<blockquote>方舟基金减仓中概股的动作</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\">2021-08-11 12:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Pre-market overview</b></p><p><blockquote><b>上市前概述</b></blockquote></p><p> U.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.</p><p><blockquote>美股盘前下跌,美国10年期国债收益率在亚洲时段再度走低,拖累大宗商品价格,原油跌幅最高达5%,中概股盘前小幅上涨。</blockquote></p><p> In the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.</p><p><blockquote>在二级市场上,有两类美国基金愿意在中国进行投资。其中,其中一家公司已经清算或正在逐步清算其持有的股份。根据方舟基金的日常操作,其一直在减仓包括腾讯控股在内的中概股,从未加仓,尽管前述股票近期出现了一定反弹。最近出现的一个更令人高兴的信号是,方舟基金已经停止减仓中国股票。</blockquote></p><p> On July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.</p><p><blockquote>7月1日,方舟基金共覆盖了10只在美上市的中概股,其中包括8只在美国场外交易(OTC)交易的中概股和2只港股,以当日收盘价计算,这10只股票合计吸金18亿美元,如下图所示。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5be54c5dfdf52cd1c4ea28364f2dc37a\" tg-width=\"622\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>About Its Positions</b></p><p><blockquote><b>关于其立场</b></blockquote></p><p> As a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.</p><p><blockquote>作为一只投资中国股票不够活跃的基金,18亿美元的持仓规模很难说小。投资新兴市场的最大共同基金是景顺发展中市场基金,该基金在中国的投资额为150亿美元,涵盖中概股、港股和A股。因此,方舟在中国的投资并非微不足道。</blockquote></p><p> The Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>, but NIU Technologies. The electric vehicles produced by <a href=\"https://laohu8.com/S/NIU\">Niu Technologies</a> are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".</p><p><blockquote>方舟基金号称以技术为本,但似乎该基金并不完全信任中国的技术。通过分析其持有的中国股票,方舟基金目前持有的最多头寸是拥有巨大购买力的电子商务股票,而不是科技公司的股票。美国投资者、Ark Invest首席执行官兼首席信息官Cathie Wood曾在电视上称赞百度的无人驾驶技术,而他们在百度股票中的持仓并没有那么大。然后,中国的新能源汽车来了。方舟基金的投资目标不是中国电动汽车三巨头,包括<a href=\"https://laohu8.com/S/LI\">理想汽车</a>,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>,但是小牛电动。生产的电动汽车<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>在纽约卖得很好,而另外三家制造商尚未扩展到美国。再次反映了凯西·伍德对中国“技术”的怀疑态度。</blockquote></p><p> <b>Let’s look into the lightening of the Ark Funds</b></p><p><blockquote><b>让我们来看看方舟基金的减仓情况</b></blockquote></p><p> 10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.</p><p><blockquote>选择10只股票分析其份额变化。7月1日持仓最多的5只股票(京东、TCEHY、BEKE、PDD、百度)如图1所示,合计15亿美元,占比约80%,另外5只股票分别是阿里巴巴、牛、虎牙、比亚迪、BZ,合计3亿美元,占比约20%(图2)。关键日期标记如下。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b4d86b2c5953dc32e4a31fb13ee410\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\"><span>Figure 1</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09631c97e67c3aa9711d607bca310526\" tg-width=\"554\" tg-height=\"252\" referrerpolicy=\"no-referrer\"><span>Figure 2</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2</span></p></blockquote></p><p> The Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. </p><p><blockquote>方舟基金在7月13日和14日清仓了虎牙的所有头寸(如上图所示)。虎牙与斗鱼合并失败的消息于7月12日公布,但方舟基金当天并未大幅减仓,延续了前几日的节奏。</blockquote></p><p> Another marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.</p><p><blockquote>另一个标记的日期是7月26日(图1)。7月23日星期五,中国教育股暴跌超过50%。那一天,很少有人意识到发生了连锁反应,在香港上市的中资股将在接下来的一周暴跌。方舟基金也没有意识到这一点。7月26日,方舟基金不得不减仓。前5大持仓均被Ark减持,贝壳控股站在缺口处。这反映了Cathie Wood对中国高增长公司的怀疑。</blockquote></p><p></p><p> The third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (<a href=\"https://laohu8.com/S/BZ\">Kanzhun Limited</a>), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.</p><p><blockquote>第三个标记日期是7月28日,如图2所示。在此轮动荡中,方舟基金仅减仓了BOSS直聘的股票(<a href=\"https://laohu8.com/S/BZ\">看准有限公司</a>),这也是一家市值比较小的公司。与此同时,凯西·伍德仍然非常坚持在小牛电动的投资。</blockquote></p><p> In the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.</p><p><blockquote>过去一周,中概股价格仍在低位徘徊,但方舟基金不再减仓。目前只剩下7只股票。以上周五收盘价计算,持仓为4.5亿美元,与7月1日相比减少了75%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIU":"小牛电动","NIO":"蔚来","BZ":"BOSS直聘"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163924715","content_text":"Pre-market overview\nU.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.\nIn the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.\nOn July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.\n\nAbout Its Positions\nAs a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.\nThe Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including Li Auto, NIO Inc. and XPeng Inc., but NIU Technologies. The electric vehicles produced by Niu Technologies are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".\nLet’s look into the lightening of the Ark Funds\n10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.\nFigure 1\nFigure 2\nThe Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. \nAnother marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.\nThe third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (Kanzhun Limited), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.\nIn the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9,"BZ":0.9,"NIU":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":896560815,"gmtCreate":1628594283537,"gmtModify":1633745900697,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896560815","repostId":"1166648978","repostType":4,"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898277527,"gmtCreate":1628506341269,"gmtModify":1633746612478,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/898277527","repostId":"2157492988","repostType":4,"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891443546,"gmtCreate":1628417983085,"gmtModify":1633747232101,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/891443546","repostId":"2157901414","repostType":4,"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891378834,"gmtCreate":1628343073428,"gmtModify":1633751558173,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891378834","repostId":"1180025090","repostType":4,"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807705352,"gmtCreate":1628054926476,"gmtModify":1633753981927,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807705352","repostId":"1156524625","repostType":4,"repost":{"id":"1156524625","kind":"news","pubTimestamp":1628053893,"share":"https://www.laohu8.com/m/news/1156524625?lang=zh_CN&edition=full","pubTime":"2021-08-04 13:11","market":"us","language":"en","title":"Pfizer hikes 2021 outlook after vaccine boosts sales, profit<blockquote>疫苗提振销售和利润后辉瑞上调2021年展望</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156524625","media":"Business Hala","summary":"Strong sales of its COVID-19 vaccine and other drugs helped Pfizer nearly double its second-quarter ","content":"<p>Strong sales of its COVID-19 vaccine and other drugs helped<b> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> nearly double its second-quarter revenue and boost its profit by 59%, beating Wall Street’s expectations.</p><p><blockquote>其COVID-19疫苗和其他药物的强劲销售有所帮助<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>第二季度营收增长近一倍,利润增长59%,超出华尔街预期。</blockquote></p><p> Strong sales of its COVID-19 vaccine and other drugs helped Pfizer nearly double its second-quarter revenue and boost its profit to 59%, beating Wall Street’s expectations and helping the drug giant look forward to 2021. Helped to rapidly increase sales and profit forecasts.</p><p><blockquote>其COVID-19疫苗和其他药物的强劲销售帮助辉瑞第二季度收入增长了近一倍,利润增长至59%,超出了华尔街的预期,并帮助这家制药巨头展望2021年。帮助快速提高了销售额和利润预测。</blockquote></p><p> Amid the growing coronavirus pandemic, the COVID-19 vaccine became Pfizer’s top seller, generating nearly half of its revenue — $7.84 billion from direct sales and revenue splitting with its partner, Germany’s BioNTech.</p><p><blockquote>在日益严重的冠状病毒大流行中,COVID-19疫苗成为辉瑞最畅销的疫苗,创造了其近一半的收入——78.4亿美元来自直接销售和与其合作伙伴德国BioNTech的收入分成。</blockquote></p><p> Pfizer now forecasts revenue from the two-dose vaccine this year to reach $33.5 billion for the 2.1 billion doses it has been contracted to provide by the end of the year. This does not include the contract signed last week to provide an additional 200 million doses to the US</p><p><blockquote>辉瑞目前预测,今年两剂疫苗的收入将达到335亿美元,其已签约在年底前提供21亿剂疫苗。这还不包括上周签署的向美国额外提供2亿剂疫苗的合同</blockquote></p><p> The New York company revealed on Wednesday that an ongoing trial of a booster shot given six months after the second vaccine dose showed that it increased antibody levels against the more-transmissible delta variant to 11 times higher in older people and younger people. increased more than five times. , compared to levels after two doses. The company also released data showing that six months after vaccination, the shots were 97% effective at preventing serious disease.</p><p><blockquote>这家纽约公司周三透露,正在进行的一项在第二剂疫苗接种六个月后进行的加强注射试验表明,它将老年人和年轻人针对传染性更强的德尔塔变异毒株的抗体水平提高了11倍。增加了五倍多.,与两次给药后的水平相比。该公司还发布的数据显示,接种疫苗六个月后,疫苗在预防严重疾病方面的有效性为97%。</blockquote></p><p> “We are absolutely convinced that a booster will be needed,” CEO Albert Boerla said in an interview, “that a third dose of the original vaccine may be sufficient.” Still, in August Pfizer will begin testing a booster targeting the Delta version in volunteers, because “there’s so much at stake, you can’t take the risk.”</p><p><blockquote>首席执行官Albert Boerla在接受采访时表示:“我们绝对相信需要加强剂,第三剂原始疫苗可能就足够了。”尽管如此,辉瑞将在8月份开始在志愿者中测试针对Delta版本的加强剂,因为“利害攸关,你不能冒这个风险。”</blockquote></p><p> Bourla said Pfizer has delivered more than 1 billion doses of the vaccine globally and expects to make 3 billion doses this year, with many more going to low- and middle-income countries. So far, most of the doses of all COVID-19 vaccines produced in Europe and the US have gone to rich countries.</p><p><blockquote>Bourla表示,辉瑞已在全球交付了超过10亿剂疫苗,预计今年将生产30亿剂,其中更多将销往中低收入国家。到目前为止,欧洲和美国生产的所有新冠肺炎疫苗的大部分剂量都流向了富裕国家。</blockquote></p><p> By the end of September, trials in 5- to 11-year-old volunteers should produce the safety and efficacy data necessary to obtain emergency use authorization in that age group, and data on trials in children 6 months to 5 years of age should be used. must comply. Soon according to Pfizer.</p><p><blockquote>到9月底,在5至11岁志愿者中进行的试验应产生在该年龄组中获得紧急使用授权所需的安全性和有效性数据,并应使用在6个月至5岁儿童中进行的试验数据。必须遵守。据辉瑞称,很快。</blockquote></p><p> The US Food and Drug Administration is now reviewing data that could lead to full approval of the vaccine for adults, which Borla said could reduce hesitation from vaccination.</p><p><blockquote>美国食品和药物管理局目前正在审查可能导致成人疫苗完全批准的数据,Borla表示,这可能会减少接种疫苗的犹豫。</blockquote></p><p> Second-quarter net income was $5.56 billion, or 98 cents per share, up from $3.49 billion, or 62 cents per share.</p><p><blockquote>第二季度净利润为55.6亿美元,合每股98美分,高于34.9亿美元,合每股62美分。</blockquote></p><p> Adjusted earnings, excluding one-time gains and losses, amounted to $6.08 billion, or $1.07 per share, significantly higher than Wall Street’s 97 cents.</p><p><blockquote>不包括一次性损益的调整后收益为60.8亿美元,即每股1.07美元,明显高于华尔街的97美分。</blockquote></p><p> Its quarterly revenue of $18.98 billion is up from last year’s $9.86 billion, and also topped estimates.</p><p><blockquote>其季度收入为189.8亿美元,高于去年的98.6亿美元,也超出了预期。</blockquote></p><p> Pfizer shares rose $1.46, or 3.5%, to $43.56, near a 52-week high.</p><p><blockquote>辉瑞股价上涨1.46美元,涨幅3.5%,至43.56美元,接近52周高点。</blockquote></p><p> Sales of Pfizer’s drugs for cancer and rare diseases, as well as drugs primarily used in hospitals, grew double-digit. Sales of Eliquis for preventing blood clots and stroke rose 16% to $1.48 billion, while Ibrance’s sales rose 4% to $1.4 billion in the quarter.</p><p><blockquote>辉瑞治疗癌症和罕见病的药物以及主要用于医院的药物的销售额增长了两位数。本季度用于预防血栓和中风的Eliquis销售额增长16%至14.8亿美元,而Ibrance销售额增长4%至14亿美元。</blockquote></p><p> Pfizer’s pneumonia vaccine Prevnar 13 – the world’s most lucrative vaccine by far – climbed 11% in sales to $1.24 billion amid the pandemic. The company won US approval in June for Prevnar 20, an updated version for adults that protects against seven more strains of pneumococcal disease.</p><p><blockquote>辉瑞的肺炎疫苗Prevnar 13——迄今为止世界上最赚钱的疫苗——在疫情期间销售额增长了11%,达到12.4亿美元。该公司于6月获得了Prevnar 20的美国批准,这是一种针对成人的更新版本,可预防另外七种肺炎球菌疾病。</blockquote></p><p> In May, Pfizer and partner Myovent received approval for MyFembry to reduce heavy menstrual bleeding due to uterine fibroids in premenopausal women.</p><p><blockquote>5月,辉瑞和合作伙伴Myovent获得MyFembry的批准,用于减少绝经前妇女因子宫肌瘤导致的大量月经出血。</blockquote></p><p> Pfizer’s head of research Mikel Dolstein outlined eight major research programs with the potential to have a major impact on public health, including a pill to treat COVID-19 and vaccines against Lyme disease and respiratory syncytial virus, which occur each year. Infects and kills more than 5% of adults. about 15,000 of them in the US</p><p><blockquote>辉瑞的研究主管Mikel Dolstein概述了八个有可能对公共卫生产生重大影响的主要研究项目,包括治疗COVID-19的药丸以及每年都会发生的莱姆病和呼吸道合胞病毒的疫苗。感染并杀死超过5%的成年人。其中大约15,000人在美国</blockquote></p><p> Pfizer now expects adjusted full-year earnings in the range of $3.95 to $4.05 per share, up from its May forecast of $3.55 to $3.65 per share, and revenue in the range of $78 billion to $80 billion. , from $70.5 billion to $72.5 billion.</p><p><blockquote>辉瑞目前预计调整后的全年收益将在每股3.95美元至4.05美元之间,高于5月份预期的每股3.55美元至3.65美元,营收将在780亿美元至800亿美元之间,从705亿美元增至725亿美元。</blockquote></p><p></p>","source":"lsy1627951004805","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>Pfizer hikes 2021 outlook after vaccine boosts sales, profit<blockquote>疫苗提振销售和利润后辉瑞上调2021年展望</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\">\nPfizer hikes 2021 outlook after vaccine boosts sales, profit<blockquote>疫苗提振销售和利润后辉瑞上调2021年展望</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Business Hala</strong><span class=\"h-time small\">2021-08-04 13:11</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Strong sales of its COVID-19 vaccine and other drugs helped<b> <a href=\"https://laohu8.com/S/PFE\">Pfizer</a></b> nearly double its second-quarter revenue and boost its profit by 59%, beating Wall Street’s expectations.</p><p><blockquote>其COVID-19疫苗和其他药物的强劲销售有所帮助<b><a href=\"https://laohu8.com/S/PFE\">辉瑞</a></b>第二季度营收增长近一倍,利润增长59%,超出华尔街预期。</blockquote></p><p> Strong sales of its COVID-19 vaccine and other drugs helped Pfizer nearly double its second-quarter revenue and boost its profit to 59%, beating Wall Street’s expectations and helping the drug giant look forward to 2021. Helped to rapidly increase sales and profit forecasts.</p><p><blockquote>其COVID-19疫苗和其他药物的强劲销售帮助辉瑞第二季度收入增长了近一倍,利润增长至59%,超出了华尔街的预期,并帮助这家制药巨头展望2021年。帮助快速提高了销售额和利润预测。</blockquote></p><p> Amid the growing coronavirus pandemic, the COVID-19 vaccine became Pfizer’s top seller, generating nearly half of its revenue — $7.84 billion from direct sales and revenue splitting with its partner, Germany’s BioNTech.</p><p><blockquote>在日益严重的冠状病毒大流行中,COVID-19疫苗成为辉瑞最畅销的疫苗,创造了其近一半的收入——78.4亿美元来自直接销售和与其合作伙伴德国BioNTech的收入分成。</blockquote></p><p> Pfizer now forecasts revenue from the two-dose vaccine this year to reach $33.5 billion for the 2.1 billion doses it has been contracted to provide by the end of the year. This does not include the contract signed last week to provide an additional 200 million doses to the US</p><p><blockquote>辉瑞目前预测,今年两剂疫苗的收入将达到335亿美元,其已签约在年底前提供21亿剂疫苗。这还不包括上周签署的向美国额外提供2亿剂疫苗的合同</blockquote></p><p> The New York company revealed on Wednesday that an ongoing trial of a booster shot given six months after the second vaccine dose showed that it increased antibody levels against the more-transmissible delta variant to 11 times higher in older people and younger people. increased more than five times. , compared to levels after two doses. The company also released data showing that six months after vaccination, the shots were 97% effective at preventing serious disease.</p><p><blockquote>这家纽约公司周三透露,正在进行的一项在第二剂疫苗接种六个月后进行的加强注射试验表明,它将老年人和年轻人针对传染性更强的德尔塔变异毒株的抗体水平提高了11倍。增加了五倍多.,与两次给药后的水平相比。该公司还发布的数据显示,接种疫苗六个月后,疫苗在预防严重疾病方面的有效性为97%。</blockquote></p><p> “We are absolutely convinced that a booster will be needed,” CEO Albert Boerla said in an interview, “that a third dose of the original vaccine may be sufficient.” Still, in August Pfizer will begin testing a booster targeting the Delta version in volunteers, because “there’s so much at stake, you can’t take the risk.”</p><p><blockquote>首席执行官Albert Boerla在接受采访时表示:“我们绝对相信需要加强剂,第三剂原始疫苗可能就足够了。”尽管如此,辉瑞将在8月份开始在志愿者中测试针对Delta版本的加强剂,因为“利害攸关,你不能冒这个风险。”</blockquote></p><p> Bourla said Pfizer has delivered more than 1 billion doses of the vaccine globally and expects to make 3 billion doses this year, with many more going to low- and middle-income countries. So far, most of the doses of all COVID-19 vaccines produced in Europe and the US have gone to rich countries.</p><p><blockquote>Bourla表示,辉瑞已在全球交付了超过10亿剂疫苗,预计今年将生产30亿剂,其中更多将销往中低收入国家。到目前为止,欧洲和美国生产的所有新冠肺炎疫苗的大部分剂量都流向了富裕国家。</blockquote></p><p> By the end of September, trials in 5- to 11-year-old volunteers should produce the safety and efficacy data necessary to obtain emergency use authorization in that age group, and data on trials in children 6 months to 5 years of age should be used. must comply. Soon according to Pfizer.</p><p><blockquote>到9月底,在5至11岁志愿者中进行的试验应产生在该年龄组中获得紧急使用授权所需的安全性和有效性数据,并应使用在6个月至5岁儿童中进行的试验数据。必须遵守。据辉瑞称,很快。</blockquote></p><p> The US Food and Drug Administration is now reviewing data that could lead to full approval of the vaccine for adults, which Borla said could reduce hesitation from vaccination.</p><p><blockquote>美国食品和药物管理局目前正在审查可能导致成人疫苗完全批准的数据,Borla表示,这可能会减少接种疫苗的犹豫。</blockquote></p><p> Second-quarter net income was $5.56 billion, or 98 cents per share, up from $3.49 billion, or 62 cents per share.</p><p><blockquote>第二季度净利润为55.6亿美元,合每股98美分,高于34.9亿美元,合每股62美分。</blockquote></p><p> Adjusted earnings, excluding one-time gains and losses, amounted to $6.08 billion, or $1.07 per share, significantly higher than Wall Street’s 97 cents.</p><p><blockquote>不包括一次性损益的调整后收益为60.8亿美元,即每股1.07美元,明显高于华尔街的97美分。</blockquote></p><p> Its quarterly revenue of $18.98 billion is up from last year’s $9.86 billion, and also topped estimates.</p><p><blockquote>其季度收入为189.8亿美元,高于去年的98.6亿美元,也超出了预期。</blockquote></p><p> Pfizer shares rose $1.46, or 3.5%, to $43.56, near a 52-week high.</p><p><blockquote>辉瑞股价上涨1.46美元,涨幅3.5%,至43.56美元,接近52周高点。</blockquote></p><p> Sales of Pfizer’s drugs for cancer and rare diseases, as well as drugs primarily used in hospitals, grew double-digit. Sales of Eliquis for preventing blood clots and stroke rose 16% to $1.48 billion, while Ibrance’s sales rose 4% to $1.4 billion in the quarter.</p><p><blockquote>辉瑞治疗癌症和罕见病的药物以及主要用于医院的药物的销售额增长了两位数。本季度用于预防血栓和中风的Eliquis销售额增长16%至14.8亿美元,而Ibrance销售额增长4%至14亿美元。</blockquote></p><p> Pfizer’s pneumonia vaccine Prevnar 13 – the world’s most lucrative vaccine by far – climbed 11% in sales to $1.24 billion amid the pandemic. The company won US approval in June for Prevnar 20, an updated version for adults that protects against seven more strains of pneumococcal disease.</p><p><blockquote>辉瑞的肺炎疫苗Prevnar 13——迄今为止世界上最赚钱的疫苗——在疫情期间销售额增长了11%,达到12.4亿美元。该公司于6月获得了Prevnar 20的美国批准,这是一种针对成人的更新版本,可预防另外七种肺炎球菌疾病。</blockquote></p><p> In May, Pfizer and partner Myovent received approval for MyFembry to reduce heavy menstrual bleeding due to uterine fibroids in premenopausal women.</p><p><blockquote>5月,辉瑞和合作伙伴Myovent获得MyFembry的批准,用于减少绝经前妇女因子宫肌瘤导致的大量月经出血。</blockquote></p><p> Pfizer’s head of research Mikel Dolstein outlined eight major research programs with the potential to have a major impact on public health, including a pill to treat COVID-19 and vaccines against Lyme disease and respiratory syncytial virus, which occur each year. Infects and kills more than 5% of adults. about 15,000 of them in the US</p><p><blockquote>辉瑞的研究主管Mikel Dolstein概述了八个有可能对公共卫生产生重大影响的主要研究项目,包括治疗COVID-19的药丸以及每年都会发生的莱姆病和呼吸道合胞病毒的疫苗。感染并杀死超过5%的成年人。其中大约15,000人在美国</blockquote></p><p> Pfizer now expects adjusted full-year earnings in the range of $3.95 to $4.05 per share, up from its May forecast of $3.55 to $3.65 per share, and revenue in the range of $78 billion to $80 billion. , from $70.5 billion to $72.5 billion.</p><p><blockquote>辉瑞目前预计调整后的全年收益将在每股3.95美元至4.05美元之间,高于5月份预期的每股3.55美元至3.65美元,营收将在780亿美元至800亿美元之间,从705亿美元增至725亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://businesshala.com/pfizer-hikes-2021-outlook-after-vaccine-boosts-sales-profit/\">Business Hala</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":{"PFE":"辉瑞"},"source_url":"https://businesshala.com/pfizer-hikes-2021-outlook-after-vaccine-boosts-sales-profit/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156524625","content_text":"Strong sales of its COVID-19 vaccine and other drugs helped Pfizer nearly double its second-quarter revenue and boost its profit by 59%, beating Wall Street’s expectations.\n\nStrong sales of its COVID-19 vaccine and other drugs helped Pfizer nearly double its second-quarter revenue and boost its profit to 59%, beating Wall Street’s expectations and helping the drug giant look forward to 2021. Helped to rapidly increase sales and profit forecasts.\nAmid the growing coronavirus pandemic, the COVID-19 vaccine became Pfizer’s top seller, generating nearly half of its revenue — $7.84 billion from direct sales and revenue splitting with its partner, Germany’s BioNTech.\nPfizer now forecasts revenue from the two-dose vaccine this year to reach $33.5 billion for the 2.1 billion doses it has been contracted to provide by the end of the year. This does not include the contract signed last week to provide an additional 200 million doses to the US\nThe New York company revealed on Wednesday that an ongoing trial of a booster shot given six months after the second vaccine dose showed that it increased antibody levels against the more-transmissible delta variant to 11 times higher in older people and younger people. increased more than five times. , compared to levels after two doses. The company also released data showing that six months after vaccination, the shots were 97% effective at preventing serious disease.\n“We are absolutely convinced that a booster will be needed,” CEO Albert Boerla said in an interview, “that a third dose of the original vaccine may be sufficient.” Still, in August Pfizer will begin testing a booster targeting the Delta version in volunteers, because “there’s so much at stake, you can’t take the risk.”\nBourla said Pfizer has delivered more than 1 billion doses of the vaccine globally and expects to make 3 billion doses this year, with many more going to low- and middle-income countries. So far, most of the doses of all COVID-19 vaccines produced in Europe and the US have gone to rich countries.\nBy the end of September, trials in 5- to 11-year-old volunteers should produce the safety and efficacy data necessary to obtain emergency use authorization in that age group, and data on trials in children 6 months to 5 years of age should be used. must comply. Soon according to Pfizer.\nThe US Food and Drug Administration is now reviewing data that could lead to full approval of the vaccine for adults, which Borla said could reduce hesitation from vaccination.\nSecond-quarter net income was $5.56 billion, or 98 cents per share, up from $3.49 billion, or 62 cents per share.\nAdjusted earnings, excluding one-time gains and losses, amounted to $6.08 billion, or $1.07 per share, significantly higher than Wall Street’s 97 cents.\nIts quarterly revenue of $18.98 billion is up from last year’s $9.86 billion, and also topped estimates.\nPfizer shares rose $1.46, or 3.5%, to $43.56, near a 52-week high.\nSales of Pfizer’s drugs for cancer and rare diseases, as well as drugs primarily used in hospitals, grew double-digit. Sales of Eliquis for preventing blood clots and stroke rose 16% to $1.48 billion, while Ibrance’s sales rose 4% to $1.4 billion in the quarter.\nPfizer’s pneumonia vaccine Prevnar 13 – the world’s most lucrative vaccine by far – climbed 11% in sales to $1.24 billion amid the pandemic. The company won US approval in June for Prevnar 20, an updated version for adults that protects against seven more strains of pneumococcal disease.\nIn May, Pfizer and partner Myovent received approval for MyFembry to reduce heavy menstrual bleeding due to uterine fibroids in premenopausal women.\nPfizer’s head of research Mikel Dolstein outlined eight major research programs with the potential to have a major impact on public health, including a pill to treat COVID-19 and vaccines against Lyme disease and respiratory syncytial virus, which occur each year. Infects and kills more than 5% of adults. about 15,000 of them in the US\nPfizer now expects adjusted full-year earnings in the range of $3.95 to $4.05 per share, up from its May forecast of $3.55 to $3.65 per share, and revenue in the range of $78 billion to $80 billion. , from $70.5 billion to $72.5 billion.","news_type":1,"symbols_score_info":{"PFE":0.9}},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804545286,"gmtCreate":1627967900445,"gmtModify":1631884141600,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Google ","listText":"Google ","text":"Google","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/804545286","repostId":"1119293992","repostType":4,"repost":{"id":"1119293992","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":1627963162,"share":"https://www.laohu8.com/m/news/1119293992?lang=zh_CN&edition=full","pubTime":"2021-08-03 11:59","market":"us","language":"en","title":"Google sets all-time records as search and YouTube profits soar<blockquote>随着搜索和YouTube利润飙升,谷歌创下历史纪录</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1119293992","media":"Tiger Newspress","summary":"Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world","content":"<p>Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.</p><p><blockquote>谷歌在过去一个季度实现了强劲的销售增长,凸显了其作为全球最强大广告引擎的地位。这家互联网巨头利用了疫情重新开放不均衡的机会,迎合了花更多时间在屏幕上的居家用户以及冒险外出购物和旅行的消费者。</blockquote></p><p> Second-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.</p><p><blockquote>谷歌母公司Alphabet第二季度销售额飙升,超出了华尔街的预期,原因是零售营销人员急于通过YouTube上的电子商务和实体店重返商店来鼓励消费者支出。</blockquote></p><p> The company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.</p><p><blockquote>该公司的收入为619亿美元,高于2020年第二季度的383亿美元,营业收入为194亿美元,高于2020年第二季度的64亿美元。</blockquote></p><p> Income (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.</p><p><blockquote>收入(支出)也从19亿美元增至26亿美元,而净利润则从2021年的70亿美元增至185亿美元。</blockquote></p><p> Diluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.</p><p><blockquote>本季度摊薄后每股收益为27.26美元,高于去年同期的10.13美元。</blockquote></p><p> “Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.</p><p><blockquote>“我们第二季度619亿美元的强劲收入反映了消费者在线活动的增加和广告商支出的广泛实力。我们再次受益于我们团队的全面出色执行,”Alphabet和谷歌首席财务官露丝·波拉特(Ruth Porat)评论道。</blockquote></p><p> Alphabet, which owns and operates Google, also published additional financials related to Google’s performance.</p><p><blockquote>拥有并运营谷歌的Alphabet还公布了与谷歌业绩相关的其他财务数据。</blockquote></p><p> Google advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.</p><p><blockquote>谷歌广告:搜索在Q2 2021年带来了358亿美元的收入,高于Q2 2020年的213亿美元。YouTube广告收入总计70亿美元,高于38亿美元,谷歌网络总计76亿美元,高于47亿美元。</blockquote></p><p> In total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.</p><p><blockquote>谷歌服务总共带来了570亿美元的收入,高于去年同期的350亿美元。谷歌服务包括广告、Android、Chrome、硬件、谷歌地图、Google Play、搜索和YouTube。创收来自广告;应用程序、应用内购买、数字内容产品和硬件的销售;以及YouTube Premium和YouTube TV等基于订阅的产品收取的费用。</blockquote></p><p> Google Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.</p><p><blockquote>谷歌云报告营收为46亿美元,高于去年同期的30亿美元。</blockquote></p><p> Google’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.</p><p><blockquote>谷歌的员工总数也从2020年Q2的127,498人上升到2021年Q2的144,056人。</blockquote></p><p> “In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.</p><p><blockquote>“第二季度,世界许多地区的在线活动激增,我们很自豪我们的服务帮助了如此多的消费者和企业。我们对人工智能和谷歌云的长期投资正在帮助我们推动重大改进每个人的数字体验,”Alphabet和谷歌首席执行官Sundar Pinchai评论道。</blockquote></p><p> <h4>YouTube is a proven juggernaut</h4> When we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.</p><p><blockquote><h4>YouTube是一个久经考验的巨头</h4>当我们谈论流媒体战争中的赢家和输家时,焦点主要是迪士尼+、网飞和HBO Max等订阅服务。但自从Alphabet去年初开始突破YouTube的表现以来,很明显它应该与其他公司融为一体。</blockquote></p><p> YouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.</p><p><blockquote>YouTube不仅是一个流媒体视频巨头,继续报告令人难以置信的增长,它也正在成为主导电视未来对话的付费服务的主要竞争对手。而且它还有很大的成长空间。</blockquote></p><p> Take a look at some of the key points we've learned about YouTube's growth recently:</p><p><blockquote>看看我们最近了解到的有关YouTube增长的一些要点:</blockquote></p><p> Quarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.</p><p><blockquote>季度收入与Netflix相当,而且增长速度更快。Alphabet表示,YouTube上季度的广告收入为70亿美元。这比去年同期增长了83%。相比之下,Netflix同期的收入为73.4亿美元。Netflix的收入同比增长19.4%。</blockquote></p><p> Also, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.</p><p><blockquote>此外,Netflix几乎所有的收入都来自订阅。Alphabet只报告YouTube的广告收入,不报告YouTube TV和YouTube Premium等订阅产品的收入。</blockquote></p><p> YouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.</p><p><blockquote>YouTube的电视观看量增长速度比以往任何时候都快。虽然绝大多数YouTube消费发生在手机、电脑和平板电脑上,但Alphabet报告称,过去一年在电视机上观看的人数大幅增长。</blockquote></p><p> The company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"</p><p><blockquote>该公司表示,上个月有1.2亿人在电视上观看YouTube,高于去年每月1亿人。谷歌首席商务官菲利普·辛德勒(Philipp Schindler)周二在公司财报看涨期权上表示,电视上的YouTube是“我们拥有的增长最快的消费者平台”。</blockquote></p><p> It’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.</p><p><blockquote>这是迄今为止最强烈的信号,表明YouTube正在蚕食Netflix(截至6月底拥有2.09亿订阅者)和Disney+(截至4月3日拥有1.036亿订阅者)在客厅的领地。</blockquote></p><p> Nielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.</p><p><blockquote>尼尔森表示,观看YouTube和网飞的人比任何其他流媒体服务都多。研究公司尼尔森上个月发布了一项有趣的研究,显示观看传统电视的人远远多于观看流媒体视频的人。</blockquote></p><p> But Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.</p><p><blockquote>但尼尔森的数据也对在各种服务上花费的时间进行了有趣的排名。YouTube和网飞是排名前两位的流媒体,每项服务都占看电视时间的6%。</blockquote></p><p></p><p> YouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.</p><p><blockquote>YouTube的竞争对手TikTok也在不断壮大。短视频是当今社交媒体的主导趋势,抖音处于领先地位。YouTube有自己的短视频服务YouTube Shorts,旨在与抖音竞争。Alphabet没有透露有多少人在使用YouTube短片,但表示观看指标从3月份的每天65亿次观看跃升至上季度末的每天150亿次观看。</blockquote></p><p> More room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.</p><p><blockquote>更大的成长空间。尼尔森上个月的报告显示,随着越来越多的人远离传统的线性电视,所有流媒体仍有很大的增长空间。流媒体仍仅占所有电视观看量的四分之一左右。水涨船高。由于早期的领先优势,YouTube有望成为流媒体战争的赢家之一。</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>Google sets all-time records as search and YouTube profits soar<blockquote>随着搜索和YouTube利润飙升,谷歌创下历史纪录</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\">\nGoogle sets all-time records as search and YouTube profits soar<blockquote>随着搜索和YouTube利润飙升,谷歌创下历史纪录</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\">2021-08-03 11:59</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.</p><p><blockquote>谷歌在过去一个季度实现了强劲的销售增长,凸显了其作为全球最强大广告引擎的地位。这家互联网巨头利用了疫情重新开放不均衡的机会,迎合了花更多时间在屏幕上的居家用户以及冒险外出购物和旅行的消费者。</blockquote></p><p> Second-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.</p><p><blockquote>谷歌母公司Alphabet第二季度销售额飙升,超出了华尔街的预期,原因是零售营销人员急于通过YouTube上的电子商务和实体店重返商店来鼓励消费者支出。</blockquote></p><p> The company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.</p><p><blockquote>该公司的收入为619亿美元,高于2020年第二季度的383亿美元,营业收入为194亿美元,高于2020年第二季度的64亿美元。</blockquote></p><p> Income (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.</p><p><blockquote>收入(支出)也从19亿美元增至26亿美元,而净利润则从2021年的70亿美元增至185亿美元。</blockquote></p><p> Diluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.</p><p><blockquote>本季度摊薄后每股收益为27.26美元,高于去年同期的10.13美元。</blockquote></p><p> “Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.</p><p><blockquote>“我们第二季度619亿美元的强劲收入反映了消费者在线活动的增加和广告商支出的广泛实力。我们再次受益于我们团队的全面出色执行,”Alphabet和谷歌首席财务官露丝·波拉特(Ruth Porat)评论道。</blockquote></p><p> Alphabet, which owns and operates Google, also published additional financials related to Google’s performance.</p><p><blockquote>拥有并运营谷歌的Alphabet还公布了与谷歌业绩相关的其他财务数据。</blockquote></p><p> Google advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.</p><p><blockquote>谷歌广告:搜索在Q2 2021年带来了358亿美元的收入,高于Q2 2020年的213亿美元。YouTube广告收入总计70亿美元,高于38亿美元,谷歌网络总计76亿美元,高于47亿美元。</blockquote></p><p> In total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.</p><p><blockquote>谷歌服务总共带来了570亿美元的收入,高于去年同期的350亿美元。谷歌服务包括广告、Android、Chrome、硬件、谷歌地图、Google Play、搜索和YouTube。创收来自广告;应用程序、应用内购买、数字内容产品和硬件的销售;以及YouTube Premium和YouTube TV等基于订阅的产品收取的费用。</blockquote></p><p> Google Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.</p><p><blockquote>谷歌云报告营收为46亿美元,高于去年同期的30亿美元。</blockquote></p><p> Google’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.</p><p><blockquote>谷歌的员工总数也从2020年Q2的127,498人上升到2021年Q2的144,056人。</blockquote></p><p> “In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.</p><p><blockquote>“第二季度,世界许多地区的在线活动激增,我们很自豪我们的服务帮助了如此多的消费者和企业。我们对人工智能和谷歌云的长期投资正在帮助我们推动重大改进每个人的数字体验,”Alphabet和谷歌首席执行官Sundar Pinchai评论道。</blockquote></p><p> <h4>YouTube is a proven juggernaut</h4> When we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.</p><p><blockquote><h4>YouTube是一个久经考验的巨头</h4>当我们谈论流媒体战争中的赢家和输家时,焦点主要是迪士尼+、网飞和HBO Max等订阅服务。但自从Alphabet去年初开始突破YouTube的表现以来,很明显它应该与其他公司融为一体。</blockquote></p><p> YouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.</p><p><blockquote>YouTube不仅是一个流媒体视频巨头,继续报告令人难以置信的增长,它也正在成为主导电视未来对话的付费服务的主要竞争对手。而且它还有很大的成长空间。</blockquote></p><p> Take a look at some of the key points we've learned about YouTube's growth recently:</p><p><blockquote>看看我们最近了解到的有关YouTube增长的一些要点:</blockquote></p><p> Quarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.</p><p><blockquote>季度收入与Netflix相当,而且增长速度更快。Alphabet表示,YouTube上季度的广告收入为70亿美元。这比去年同期增长了83%。相比之下,Netflix同期的收入为73.4亿美元。Netflix的收入同比增长19.4%。</blockquote></p><p> Also, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.</p><p><blockquote>此外,Netflix几乎所有的收入都来自订阅。Alphabet只报告YouTube的广告收入,不报告YouTube TV和YouTube Premium等订阅产品的收入。</blockquote></p><p> YouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.</p><p><blockquote>YouTube的电视观看量增长速度比以往任何时候都快。虽然绝大多数YouTube消费发生在手机、电脑和平板电脑上,但Alphabet报告称,过去一年在电视机上观看的人数大幅增长。</blockquote></p><p> The company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"</p><p><blockquote>该公司表示,上个月有1.2亿人在电视上观看YouTube,高于去年每月1亿人。谷歌首席商务官菲利普·辛德勒(Philipp Schindler)周二在公司财报看涨期权上表示,电视上的YouTube是“我们拥有的增长最快的消费者平台”。</blockquote></p><p> It’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.</p><p><blockquote>这是迄今为止最强烈的信号,表明YouTube正在蚕食Netflix(截至6月底拥有2.09亿订阅者)和Disney+(截至4月3日拥有1.036亿订阅者)在客厅的领地。</blockquote></p><p> Nielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.</p><p><blockquote>尼尔森表示,观看YouTube和网飞的人比任何其他流媒体服务都多。研究公司尼尔森上个月发布了一项有趣的研究,显示观看传统电视的人远远多于观看流媒体视频的人。</blockquote></p><p> But Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.</p><p><blockquote>但尼尔森的数据也对在各种服务上花费的时间进行了有趣的排名。YouTube和网飞是排名前两位的流媒体,每项服务都占看电视时间的6%。</blockquote></p><p></p><p> YouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.</p><p><blockquote>YouTube的竞争对手TikTok也在不断壮大。短视频是当今社交媒体的主导趋势,抖音处于领先地位。YouTube有自己的短视频服务YouTube Shorts,旨在与抖音竞争。Alphabet没有透露有多少人在使用YouTube短片,但表示观看指标从3月份的每天65亿次观看跃升至上季度末的每天150亿次观看。</blockquote></p><p> More room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.</p><p><blockquote>更大的成长空间。尼尔森上个月的报告显示,随着越来越多的人远离传统的线性电视,所有流媒体仍有很大的增长空间。流媒体仍仅占所有电视观看量的四分之一左右。水涨船高。由于早期的领先优势,YouTube有望成为流媒体战争的赢家之一。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119293992","content_text":"Google delivered turbocharged sales growth in the past quarter, underscoring its status as the world’s most potent advertising engine. The internet giant took advantage of an uneven pandemic reopening, catering to homebound users spending more time on screens as well as consumers venturing out to shop and travel.\nSecond-quarter sales for Alphabet Inc., Google’s parent, surged past Wall Street estimates, due to a swell of ads from retail marketers eager to encourage consumer spending -- through e-commerce on YouTube and by physically returning to stores.\nThe company brought in US$61.9 billion in revenue, up from $38.3 billion in Q2 2020, and reported an operating income of $19.4 billion, up from $6.4 billion in Q2 2020.\nIncome (expenses) also rose to $2.6 billion, up from $1.9 billion, while net income reached $18.5 billion, up from $7 billion in 2021.\nDiluted EPS for the quarter was $27.26, up from $10.13 in the same period last year.\n“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” comments Alphabet and Google chief financial officer Ruth Porat.\nAlphabet, which owns and operates Google, also published additional financials related to Google’s performance.\nGoogle advertising: Search brought in US$35.8 billion in Q2 2021, up from $21.3 billion in Q2 2020. YouTube ad revenue totalled $7 billion, up from $3.8 billion, and Google Network totalled $7.6 billion, up from $4.7 billion.\nIn total, Google Services brought in $57 billion, up from $35 billion for the same period last year. Google Services include ads, Android, Chrome, hardware, Google Maps, Google Play, Search, and YouTube. Revenue generation comes from advertising; sales of apps, in-app purchases, digital content products, and hardware; and fees received for subscription-based products such as YouTube Premium and YouTube TV.\nGoogle Cloud reported revenue of $4.6 billion, up from $3 billion for the same period last year.\nGoogle’s total number of employees also rose from 127,498 in Q2 2020 to 144,056 in Q2 2021.\n“In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience,” comments Alphabet and Google CEO Sundar Pinchai.\nYouTube is a proven juggernaut\nWhen we talk about the winners and losers in the streaming wars, the focus is primarily on the subscription services like Disney+, Netflix and HBO Max. But ever since Alphabet started breaking out YouTube's performance early last year, it's become clear it should be right there in the mix with the rest.\nYouTube is not only a streaming video juggernaut that continues to report mind-bending growth, it is also turning into a key rival to the paid services that dominate the conversation around the future of television. And it has plenty of room to grow.\nTake a look at some of the key points we've learned about YouTube's growth recently:\nQuarterly revenue is on a par with Netflix, and it's growing at a faster rate. Alphabet said YouTube booked $7 billion in ad revenue last quarter. That's up 83% from the year-ago quarter. Compare that to the $7.34 billion in revenue Netflix booked during the same period. Netflix's revenue grew 19.4% from a year ago.\nAlso, practically all of Netflix's revenue comes from subscriptions. Alphabet only reports YouTube's advertising revenue, not revenue from subscription products like YouTube TV and YouTube Premium.\nYouTube's television viewing is growing faster than ever. While the vast majority of YouTube consumption happens on phones, computers and tablets, Alphabet reported huge growth over the past year in people watching on television sets.\nThe company said 120 million people watched YouTube on a TV last month, up from 100 million per month last year. Philipp Schindler, Google's chief business officer, said on the company's earnings call Tuesday YouTube on TV is \"the fastest growing consumer surface that we have.\"\nIt’s the strongest signal yet that YouTube is encroaching on Netflix (209 million subscribers as of the end of June) and Disney+’s (103.6 million subscribers as of April 3) territory in the living room.\nNielsen says more people are watching YouTube and Netflix than any other streaming service. Research firm Nielsen released a fascinating study last month showing far more people still watch traditional television than streaming video.\nBut Nielsen’s data also had an interesting ranking of time spent streaming on various services. YouTube and Netflix were the top two streamers, with each service accounting for 6% of time spent watching television.\nYouTube’s TikTok rival is also growing. Short-form video is the dominant trend on social media today, with TikTok leading the charge. YouTube has its own short-form video service, YouTube Shorts, designed to compete with TikTok. Alphabet didn’t disclose how many people are using YouTube shorts but said viewing metrics jumped from 6.5 billion views per day in March to 15 billion views per day by the end of last quarter.\nMore room to grow. Nielsen’s report last month showed there’s still plenty of room for all streamers to grow as more people migrate away from traditional linear TV. Streaming is still just about a quarter of all television viewing. A rising tide lifts all boats. YouTube is poised to be one of the streaming wars winners thanks to its early lead.","news_type":1,"symbols_score_info":{"GOOG":0.9}},"isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805401706,"gmtCreate":1627895554505,"gmtModify":1633755509772,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805401706","repostId":"2156191887","repostType":4,"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802433979,"gmtCreate":1627793957891,"gmtModify":1633756306468,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802433979","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802391675,"gmtCreate":1627714829897,"gmtModify":1633756848356,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802391675","repostId":"1173075225","repostType":4,"repost":{"id":"1173075225","kind":"news","pubTimestamp":1627704977,"share":"https://www.laohu8.com/m/news/1173075225?lang=zh_CN&edition=full","pubTime":"2021-07-31 12:16","market":"us","language":"en","title":"5 Best Dividend Stocks to Buy in August<blockquote>8月份最值得买入的5只股息股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173075225","media":"US News","summary":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.That hints that gains could be tougher to score in the months ahea","content":"<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.</p><p><blockquote>7月下旬,道琼斯工业平均指数单日下跌超过700点,创下10月以来最大单日跌幅。此后,股价出现反弹,主要股市指数均继续创下历史新高,但值得注意的是,过去一两年的大幅上涨似乎更难实现。具体来说,道琼斯指数与五月初的水平大致持平。</blockquote></p><p> That hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.</p><p><blockquote>这暗示未来几个月可能更难获得收益,这可能表明以收入为导向的股息股票不仅可以提供稳定性,还可以提供良好的现金流,以确保您的储蓄持续增长。</blockquote></p><p> If you're interested individend stocksright now, here are five that look particularly strong at the start of August:</p><p><blockquote>如果您现在对个股感兴趣,这里有五只在八月初看起来特别强劲的股票:</blockquote></p><p> <ul> <li>EPR Properties (ticker:EPR)</li> <li><a href=\"https://laohu8.com/S/NAVI\">Navient Corp</a>. (NAVI)</li> <li>Pfizer Inc. (PFE)</li> <li>Vedanta Ltd. (VEDL)</li> <li>Vistra Corp. (VST)</li> </ul> [Sign up for stock news with our Invested newsletter.]</p><p><blockquote><ul><li>EPR Properties(股票代码:EPR)</li><li><a href=\"https://laohu8.com/S/NAVI\">纳维特公司</a>.(船舶)</li><li>辉瑞公司(PFE)</li><li>韦丹塔有限公司(领导)</li><li>瑞致达公司(VST)</li></ul>[通过我们的投资时事通讯订阅股票新闻。]</blockquote></p><p> <b>EPR Properties (EPR)</b></p><p><blockquote><b>EPR特性(EPR)</b></blockquote></p><p> <b>Dividend yield:</b>5.7%</p><p><blockquote><b>股息率:</b>5.7%</blockquote></p><p> EPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.</p><p><blockquote>EPR是一家领先的“净租赁”房地产投资信托公司,这意味着它要求客户支付物业维护或保险等辅助费用,同时只兑现租金支票。然而,它不是一家购物中心或住宅房地产公司,专注于“户外休闲和娱乐体验”,包括遍布40多个州的电影院、海滩度假村和滑雪场。显然,随着冠状病毒限制的全面放松,与去年夏天在封锁阵痛中的表现相比,EPR的业务已经出现了巨大的复苏。今年迄今为止,股价已上涨约60%,EPR刚刚在7月份恢复了25美分的季度股息。这对于未来的业绩和未来的股息来说都是个好兆头。</blockquote></p><p> <b>Navient Corp. (NAVI)</b></p><p><blockquote><b>纳维特公司(NAVI)</b></blockquote></p><p> <b>Dividend yield:</b>3.2%</p><p><blockquote><b>股息率:</b>3.2%</blockquote></p><p> Student loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.</p><p><blockquote>一两年前,在关于学生债务减免的政治讨论中,学生贷款提供商Navient并不是一只受欢迎的股票,紧随其后的是人们担心冠状病毒干扰会导致经济衰退,从而扰乱年轻毕业生的还款。然而,该金融公司16美分的季度股息在整个动荡期间没有中断,考虑到经济和政治前景都有所改善,现在NAVI股票面临上升趋势。过去12个月,股价大幅上涨了150%左右,即使在那次上涨之后,它的股息仍然是标普500的两倍多。</blockquote></p><p> <b>Pfizer Inc. (PFE)</b></p><p><blockquote><b>辉瑞公司(PFE)</b></blockquote></p><p> <b>Dividend yield:</b>3.6%</p><p><blockquote><b>股息率:</b>3.6%</blockquote></p><p> Big Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.</p><p><blockquote>大型制药公司的中流砥柱辉瑞在2021年的表现略好于大盘,继续因其在开发有效的冠状病毒疫苗方面取得的高调成功而高居榜首。鉴于该疾病变种带来的风险,以及许多发达市场已经接种疫苗后全球范围内持续推动疫苗接种,投资者在短期内可能会继续看到PFE的良好推动力。最重要的是,不要忘记这家价值2400亿美元的制药商仍然<a href=\"https://laohu8.com/S/AONE.U\">一</a>是全球最具主导地位的医疗保健公司之一,也是最可靠的股息股票之一,连续330个季度向股东支付股息。</blockquote></p><p> <b>Vedanta Ltd. (VEDL)</b></p><p><blockquote><b>韦丹塔有限公司(领导)</b></blockquote></p><p> <b>Dividend yield:</b>5.1%</p><p><blockquote><b>股息率:</b>5.1%</blockquote></p><p> Vedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.</p><p><blockquote>Vedanta是一家总部位于印度的工业集团,经营多元化的自然资源业务,涵盖石油和天然气生产以及煤炭、白银和铜矿开采。它还获取其提取的能源并运营发电设施,运营着美国主要电力公司的分支机构。鉴于该股票位于新兴市场,规模不像其他材料股那么大,仅约140亿美元,因此这里的风险比其他类似股票要大一些。但得益于全球经济复苏,凭借丰厚的股息和不断增长的收入,该股最近表现最佳,2021年年初至今的回报率超过60%。</blockquote></p><p> <b>Vistra Corp. (VST)</b></p><p><blockquote><b>瑞致达公司(VST)</b></blockquote></p><p> <b>Dividend yield:</b>3.1%</p><p><blockquote><b>股息率:</b>3.1%</blockquote></p><p> A Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.</p><p><blockquote>瑞致达是一家总部位于德克萨斯州的公用事业公司,是一家电力供应商,也是华尔街最稳定的企业之一。但伟仕佳杰也具有适度的增长潜力,因为由于放松管制,它在公用事业公司争夺客户的七个批发市场中的六个市场开展业务。目前,它在大约20个州拥有近500万个住宅、商业和工业连接。此外,它还宣布在加州建设一个1600兆瓦时的电池能量储存系统,这也吸引了投资者。2021年迄今为止,该股表现不佳,但较春季低点上涨了约30%,并且在这种短期势头的基础上继续提供丰厚的股息。</blockquote></p><p></p>","source":"lsy1627705648360","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>5 Best Dividend Stocks to Buy in August<blockquote>8月份最值得买入的5只股息股票</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\">\n5 Best Dividend Stocks to Buy in August<blockquote>8月份最值得买入的5只股息股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">US News</strong><span class=\"h-time small\">2021-07-31 12:16</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.</p><p><blockquote>7月下旬,道琼斯工业平均指数单日下跌超过700点,创下10月以来最大单日跌幅。此后,股价出现反弹,主要股市指数均继续创下历史新高,但值得注意的是,过去一两年的大幅上涨似乎更难实现。具体来说,道琼斯指数与五月初的水平大致持平。</blockquote></p><p> That hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.</p><p><blockquote>这暗示未来几个月可能更难获得收益,这可能表明以收入为导向的股息股票不仅可以提供稳定性,还可以提供良好的现金流,以确保您的储蓄持续增长。</blockquote></p><p> If you're interested individend stocksright now, here are five that look particularly strong at the start of August:</p><p><blockquote>如果您现在对个股感兴趣,这里有五只在八月初看起来特别强劲的股票:</blockquote></p><p> <ul> <li>EPR Properties (ticker:EPR)</li> <li><a href=\"https://laohu8.com/S/NAVI\">Navient Corp</a>. (NAVI)</li> <li>Pfizer Inc. (PFE)</li> <li>Vedanta Ltd. (VEDL)</li> <li>Vistra Corp. (VST)</li> </ul> [Sign up for stock news with our Invested newsletter.]</p><p><blockquote><ul><li>EPR Properties(股票代码:EPR)</li><li><a href=\"https://laohu8.com/S/NAVI\">纳维特公司</a>.(船舶)</li><li>辉瑞公司(PFE)</li><li>韦丹塔有限公司(领导)</li><li>瑞致达公司(VST)</li></ul>[通过我们的投资时事通讯订阅股票新闻。]</blockquote></p><p> <b>EPR Properties (EPR)</b></p><p><blockquote><b>EPR特性(EPR)</b></blockquote></p><p> <b>Dividend yield:</b>5.7%</p><p><blockquote><b>股息率:</b>5.7%</blockquote></p><p> EPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.</p><p><blockquote>EPR是一家领先的“净租赁”房地产投资信托公司,这意味着它要求客户支付物业维护或保险等辅助费用,同时只兑现租金支票。然而,它不是一家购物中心或住宅房地产公司,专注于“户外休闲和娱乐体验”,包括遍布40多个州的电影院、海滩度假村和滑雪场。显然,随着冠状病毒限制的全面放松,与去年夏天在封锁阵痛中的表现相比,EPR的业务已经出现了巨大的复苏。今年迄今为止,股价已上涨约60%,EPR刚刚在7月份恢复了25美分的季度股息。这对于未来的业绩和未来的股息来说都是个好兆头。</blockquote></p><p> <b>Navient Corp. (NAVI)</b></p><p><blockquote><b>纳维特公司(NAVI)</b></blockquote></p><p> <b>Dividend yield:</b>3.2%</p><p><blockquote><b>股息率:</b>3.2%</blockquote></p><p> Student loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.</p><p><blockquote>一两年前,在关于学生债务减免的政治讨论中,学生贷款提供商Navient并不是一只受欢迎的股票,紧随其后的是人们担心冠状病毒干扰会导致经济衰退,从而扰乱年轻毕业生的还款。然而,该金融公司16美分的季度股息在整个动荡期间没有中断,考虑到经济和政治前景都有所改善,现在NAVI股票面临上升趋势。过去12个月,股价大幅上涨了150%左右,即使在那次上涨之后,它的股息仍然是标普500的两倍多。</blockquote></p><p> <b>Pfizer Inc. (PFE)</b></p><p><blockquote><b>辉瑞公司(PFE)</b></blockquote></p><p> <b>Dividend yield:</b>3.6%</p><p><blockquote><b>股息率:</b>3.6%</blockquote></p><p> Big Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.</p><p><blockquote>大型制药公司的中流砥柱辉瑞在2021年的表现略好于大盘,继续因其在开发有效的冠状病毒疫苗方面取得的高调成功而高居榜首。鉴于该疾病变种带来的风险,以及许多发达市场已经接种疫苗后全球范围内持续推动疫苗接种,投资者在短期内可能会继续看到PFE的良好推动力。最重要的是,不要忘记这家价值2400亿美元的制药商仍然<a href=\"https://laohu8.com/S/AONE.U\">一</a>是全球最具主导地位的医疗保健公司之一,也是最可靠的股息股票之一,连续330个季度向股东支付股息。</blockquote></p><p> <b>Vedanta Ltd. (VEDL)</b></p><p><blockquote><b>韦丹塔有限公司(领导)</b></blockquote></p><p> <b>Dividend yield:</b>5.1%</p><p><blockquote><b>股息率:</b>5.1%</blockquote></p><p> Vedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.</p><p><blockquote>Vedanta是一家总部位于印度的工业集团,经营多元化的自然资源业务,涵盖石油和天然气生产以及煤炭、白银和铜矿开采。它还获取其提取的能源并运营发电设施,运营着美国主要电力公司的分支机构。鉴于该股票位于新兴市场,规模不像其他材料股那么大,仅约140亿美元,因此这里的风险比其他类似股票要大一些。但得益于全球经济复苏,凭借丰厚的股息和不断增长的收入,该股最近表现最佳,2021年年初至今的回报率超过60%。</blockquote></p><p> <b>Vistra Corp. (VST)</b></p><p><blockquote><b>瑞致达公司(VST)</b></blockquote></p><p> <b>Dividend yield:</b>3.1%</p><p><blockquote><b>股息率:</b>3.1%</blockquote></p><p> A Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.</p><p><blockquote>瑞致达是一家总部位于德克萨斯州的公用事业公司,是一家电力供应商,也是华尔街最稳定的企业之一。但伟仕佳杰也具有适度的增长潜力,因为由于放松管制,它在公用事业公司争夺客户的七个批发市场中的六个市场开展业务。目前,它在大约20个州拥有近500万个住宅、商业和工业连接。此外,它还宣布在加州建设一个1600兆瓦时的电池能量储存系统,这也吸引了投资者。2021年迄今为止,该股表现不佳,但较春季低点上涨了约30%,并且在这种短期势头的基础上继续提供丰厚的股息。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html\">US News</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","EPR":"EPR不动产","VEDL":"Vedanta Limited","VST":"Vistra Energy Corp.","NAVI":"Navient Corp"},"source_url":"https://finance.yahoo.com/news/5-best-dividend-stocks-buy-175503089.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173075225","content_text":"In late July, the Dow Jones Industrial Average slid more than 700 points in a single session to log its worst single-day decline since October. Shares have since rebounded, and the majorstock market indexesall continue to flirt with new all-time highs, but it's worth noting that the big gains of the last year or two seem much harder to come by. Specifically, the Dow Jones is more or less flat from where it was at the start of May.\nThat hints that gains could be tougher to score in the months ahead -- and could be a sign that income-oriented dividend stocks may provide not just stability but also a nice flow of cash to ensure your nest egg keeps growing.\nIf you're interested individend stocksright now, here are five that look particularly strong at the start of August:\n\nEPR Properties (ticker:EPR)\nNavient Corp. (NAVI)\nPfizer Inc. (PFE)\nVedanta Ltd. (VEDL)\nVistra Corp. (VST)\n\n[Sign up for stock news with our Invested newsletter.]\nEPR Properties (EPR)\nDividend yield:5.7%\nEPR is a leading \"net lease\" real estate investment trust, meaning it demands clients pay for ancillary expenses like maintenance or insurance on the properties while it just cashes the rent check. It's not a shopping mall or residential real estate firm, however, and focuses on \"out of home leisure and recreation experiences,\" including movie theaters, beach resorts and ski slopes across more than 40 states. Obviously, with the overall easing of coronavirus restrictions, EPR has been seeing a huge recovery to its business compared with its performance last summer in the throes of lockdowns. Shares are up about 60% year to date, and EPR just resumed a 25 cent quarterly dividend in July. That bodes well both for future performance and future dividends.\nNavient Corp. (NAVI)\nDividend yield:3.2%\nStudent loan provider Navient was not exactly a popular stock a year or two ago amid political discussions ofstudent debtforgiveness, which were followed closely by fears of an economic downturn caused by coronavirus disruptions that would upset the payments of young graduates. The financial firm's quarterly dividend of 16 cents, however, went uninterrupted throughout the upheaval, and now NAVI stock is facing an uptrend considering that both the economic and political outlook have improved. Shares are up a huge 150% or so in the last 12 months, and it still offers a dividend that's more than twice the S&P 500, even after that run.\nPfizer Inc. (PFE)\nDividend yield:3.6%\nBig Pharma mainstay Pfizer has outperformed the broader stock market slightly in 2021, continuing to ride high on its high-profile success developing an effective coronavirus vaccine. Given the risk posed by variants of the disease, along with a continued push to vaccinate worldwide now that many developed markets have gotten their shots, investors could continue to see a decent tailwind for PFE in the near term. On top of that, don't forget this $240 billion drugmaker remains one of the most dominanthealth care companieson the planet, and one of the most reliable dividend stocks out there with an amazing streak of 330 consecutive quarterly dividends paid to shareholders.\nVedanta Ltd. (VEDL)\nDividend yield:5.1%\nVedanta is an India-based industrial conglomerate that operates a diversified natural resources business spanning oil and gas production as well as coal,silverandcoppermining. It also takes the energy sources it extracts and operates power generation facilities, operating an arm that is a major electric utility in the nation. Given that this stock is in an emerging market and not as large as other materials stocks at only about $14 billion, there's a bit more risk here than in other similar stocks. But with a generous dividend and rising revenues, thanks to the global economic recovery, this stock has been a top performer lately with year-to-date returns of more than 60% in 2021.\nVistra Corp. (VST)\nDividend yield:3.1%\nA Texas-based utility company, Vistra is an electricity provider -- one of the most stable businesses on Wall Street. But VST also has modest growth potential as it operates in six of the seven wholesale markets where utilities compete for customers, thanks to deregulation. Right now, it has nearly 5 million residential, commercial and industrial connections in about 20 states. Additionally, it announced construction of a 1,600 megawatt-hour battery energy storage system in California, which has captivated investors. Shares have underperformed year to date in 2021, but are up about 30% from their spring lows -- and continue to offer a generous dividend on top of this short-term momentum.","news_type":1,"symbols_score_info":{"VEDL":0.9,"VST":0.9,"NAVI":0.9,"EPR":0.9,"PFE":0.9,"BOTB.UK":0.9}},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":148871304,"gmtCreate":1625969212008,"gmtModify":1633931284466,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/148871304","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176306478,"gmtCreate":1626858903394,"gmtModify":1633770354181,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/176306478","repostId":"1186658773","repostType":4,"repost":{"id":"1186658773","kind":"news","pubTimestamp":1626858727,"share":"https://www.laohu8.com/m/news/1186658773?lang=zh_CN&edition=full","pubTime":"2021-07-21 17:12","market":"us","language":"en","title":"\"Extremely Disconnected\" Energy Stocks Face Explosive Short Squeeze: JPM<blockquote>摩根大通:“极度脱节”的能源股面临爆炸性轧空</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186658773","media":"zerohedge","summary":"As wereported earlier, JPM made a forceful statement against the recent market dump by hiking its S&","content":"<p>As wereported earlier, JPM made a forceful statement against the recent market dump by hiking its S&P price target for various reasons, the chief of which was that a the coming tide of stock buybacks will lift all boats, with an emphasis on Consumer Recovery, Domestic Recovery and International Recovery stocks. It's also why JPM raised both its year-end EPS estimate by an additional $5 to $205, as well as its year-end SPX price target of 4,400 to 4,600.</p><p><blockquote>正如我们之前报道的那样,摩根大通出于各种原因上调了标准普尔目标价,对近期的市场抛售做出了强有力的声明,其中最主要的是即将到来的股票回购潮将提振所有船只,重点是消费者复苏、国内复苏和国际复苏股票。这也是摩根大通将年终每股收益预期额外上调5美元至205美元以及年终SPX目标价4,400美元至4,600美元的原因。</blockquote></p><p> And while JPMorgan's chief equity strategist Dubravko Lakos-Bujas was bullish on everything from Consumer Discretionary (i.e. Retail,</p><p><blockquote>尽管摩根大通首席股票策略师Dubravko Lakos-Bujas看好从非必需消费品(即零售、</blockquote></p><p> Travel & Leisure), to Semis and Banks, there was one sector which he felt was poised was most likely to move sharply higher over the near-term.<b>Energy</b>.</p><p><blockquote>旅游和休闲)、半成品和银行,他认为有一个行业最有可能在短期内大幅走高。<b>能源</b>.</blockquote></p><p> There are two reasons behind his energy exuberance: the first is that as JPM discussed a few weeks ago,<b>large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x</b>. These are extremely cheap numbers relative to recent history and indicate that the market is trading as if investors expect oil prices to plunge in the near future (something which the strip does not show).</p><p><blockquote>他的能源繁荣背后有两个原因:第一是正如摩根大通几周前讨论的那样,<b>大盘股能源目前的FCF收益率约为10%,2022年布伦特原油价格为70美元,FCF/EV收益率>8%,杠杆率<1倍</b>相对于最近的历史,这些数字是极其便宜的,表明市场的交易就好像投资者预计油价将在不久的将来暴跌一样(漫画没有显示这一点)。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9989d19483221872af65f6fb09c9a0be\" tg-width=\"868\" tg-height=\"628\" width=\"100%\" height=\"auto\">Second, and much more relevant, is Dubrakvo's claim that the energy sector has \"<b>increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals</b>\" which as shown in the chart below is the widest in more than 30 years...</p><p><blockquote>第二,也是更相关的是杜布拉克沃声称能源部门已经“<b>鉴于其与石油基本面极度脱节,大幅轧空并走高的可能性越来越大</b>如下图所示,这是30多年来最宽的...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4857b35f19f8b39850baa1e88a2ded1f\" tg-width=\"592\" tg-height=\"448\" width=\"100%\" height=\"auto\">... while the divergence between oil and energy stocks is such that energy<b>names would need to gain approximately 40% from here to catch up to oil.</b></p><p><blockquote>...而石油和能源股之间的分歧使得能源<b>名字需要从这里获得大约40%的收益才能赶上石油。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e0b1026f1be7d3b95909af2ca1bc6020\" tg-width=\"624\" tg-height=\"450\" width=\"100%\" height=\"auto\"></p><p><blockquote></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>\"Extremely Disconnected\" Energy Stocks Face Explosive Short Squeeze: JPM<blockquote>摩根大通:“极度脱节”的能源股面临爆炸性轧空</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; 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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\">\n\"Extremely Disconnected\" Energy Stocks Face Explosive Short Squeeze: JPM<blockquote>摩根大通:“极度脱节”的能源股面临爆炸性轧空</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-21 17:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As wereported earlier, JPM made a forceful statement against the recent market dump by hiking its S&P price target for various reasons, the chief of which was that a the coming tide of stock buybacks will lift all boats, with an emphasis on Consumer Recovery, Domestic Recovery and International Recovery stocks. It's also why JPM raised both its year-end EPS estimate by an additional $5 to $205, as well as its year-end SPX price target of 4,400 to 4,600.</p><p><blockquote>正如我们之前报道的那样,摩根大通出于各种原因上调了标准普尔目标价,对近期的市场抛售做出了强有力的声明,其中最主要的是即将到来的股票回购潮将提振所有船只,重点是消费者复苏、国内复苏和国际复苏股票。这也是摩根大通将年终每股收益预期额外上调5美元至205美元以及年终SPX目标价4,400美元至4,600美元的原因。</blockquote></p><p> And while JPMorgan's chief equity strategist Dubravko Lakos-Bujas was bullish on everything from Consumer Discretionary (i.e. Retail,</p><p><blockquote>尽管摩根大通首席股票策略师Dubravko Lakos-Bujas看好从非必需消费品(即零售、</blockquote></p><p> Travel & Leisure), to Semis and Banks, there was one sector which he felt was poised was most likely to move sharply higher over the near-term.<b>Energy</b>.</p><p><blockquote>旅游和休闲)、半成品和银行,他认为有一个行业最有可能在短期内大幅走高。<b>能源</b>.</blockquote></p><p> There are two reasons behind his energy exuberance: the first is that as JPM discussed a few weeks ago,<b>large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x</b>. These are extremely cheap numbers relative to recent history and indicate that the market is trading as if investors expect oil prices to plunge in the near future (something which the strip does not show).</p><p><blockquote>他的能源繁荣背后有两个原因:第一是正如摩根大通几周前讨论的那样,<b>大盘股能源目前的FCF收益率约为10%,2022年布伦特原油价格为70美元,FCF/EV收益率>8%,杠杆率<1倍</b>相对于最近的历史,这些数字是极其便宜的,表明市场的交易就好像投资者预计油价将在不久的将来暴跌一样(漫画没有显示这一点)。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/9989d19483221872af65f6fb09c9a0be\" tg-width=\"868\" tg-height=\"628\" width=\"100%\" height=\"auto\">Second, and much more relevant, is Dubrakvo's claim that the energy sector has \"<b>increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals</b>\" which as shown in the chart below is the widest in more than 30 years...</p><p><blockquote>第二,也是更相关的是杜布拉克沃声称能源部门已经“<b>鉴于其与石油基本面极度脱节,大幅轧空并走高的可能性越来越大</b>如下图所示,这是30多年来最宽的...</blockquote></p><p> <img src=\"https://static.tigerbbs.com/4857b35f19f8b39850baa1e88a2ded1f\" tg-width=\"592\" tg-height=\"448\" width=\"100%\" height=\"auto\">... while the divergence between oil and energy stocks is such that energy<b>names would need to gain approximately 40% from here to catch up to oil.</b></p><p><blockquote>...而石油和能源股之间的分歧使得能源<b>名字需要从这里获得大约40%的收益才能赶上石油。</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/e0b1026f1be7d3b95909af2ca1bc6020\" tg-width=\"624\" tg-height=\"450\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/extremely-disconnected-energy-stocks-face-explosive-short-squeeze-jpm\">zerohedge</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":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/extremely-disconnected-energy-stocks-face-explosive-short-squeeze-jpm","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186658773","content_text":"As wereported earlier, JPM made a forceful statement against the recent market dump by hiking its S&P price target for various reasons, the chief of which was that a the coming tide of stock buybacks will lift all boats, with an emphasis on Consumer Recovery, Domestic Recovery and International Recovery stocks. It's also why JPM raised both its year-end EPS estimate by an additional $5 to $205, as well as its year-end SPX price target of 4,400 to 4,600.\nAnd while JPMorgan's chief equity strategist Dubravko Lakos-Bujas was bullish on everything from Consumer Discretionary (i.e. Retail,\nTravel & Leisure), to Semis and Banks, there was one sector which he felt was poised was most likely to move sharply higher over the near-term.Energy.\nThere are two reasons behind his energy exuberance: the first is that as JPM discussed a few weeks ago,large-cap Energy is now trading at a ~10% FCF yield and a >8% FCF/EV yield at $70 Brent in 2022, with leverage that is <1x. These are extremely cheap numbers relative to recent history and indicate that the market is trading as if investors expect oil prices to plunge in the near future (something which the strip does not show).\nSecond, and much more relevant, is Dubrakvo's claim that the energy sector has \"increasing potential for a sharp short squeeze and move higher, given its extreme disconnect from oil fundamentals\" which as shown in the chart below is the widest in more than 30 years...\n... while the divergence between oil and energy stocks is such that energynames would need to gain approximately 40% from here to catch up to oil.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178059991,"gmtCreate":1626774573813,"gmtModify":1633771165884,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/178059991","repostId":"1167258014","repostType":4,"repost":{"id":"1167258014","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1626773582,"share":"https://www.laohu8.com/m/news/1167258014?lang=zh_CN&edition=full","pubTime":"2021-07-20 17:33","market":"us","language":"en","title":"Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC或游戏驿站的时候吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167258014","media":"Benzinga","summary":"These stocks are seeing high retail investor interest on social media at press time early Tuesday.\nN","content":"<p>These stocks are seeing high retail investor interest on social media at press time early Tuesday.</p><p><blockquote>截至周二早些时候发稿时,社交媒体上散户投资者对这些股票的兴趣很高。</blockquote></p><p> <b>NVIDIA Corporation</b>(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.</p><p><blockquote><b>英伟达公司</b>(纳斯达克:NVDA):截至发稿时,这家以图形处理设备闻名的技术跨国公司成为r/WallStreetBetor或WSB上的热门品牌。</blockquote></p><p> The company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.</p><p><blockquote>该公司的股票将于周二上午以4比1的比例进行分割。资深交易员David Green表示,他希望在周一“做多英伟达”。</blockquote></p><p> “We will get a lot of action once we have earnings coming out,” said Green.</p><p><blockquote>“一旦财报公布,我们将采取很多行动,”格林说。</blockquote></p><p> The company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.</p><p><blockquote>该公司定于8月18日发布下一个季度数据。根据5月份发布的第一季度数据,英伟达每股收益为3.66美元,超过预期的每股收益3.28美元。</blockquote></p><p> NVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.</p><p><blockquote>自今年年初以来,英伟达股价已上涨43.9%。周一,该公司股价在常规交易中收盘上涨3.41%,至751.19美元,在盘后交易中又上涨1.17%,至760美元。</blockquote></p><p> <b>AMC Entertainment Holdings Inc</b>(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>(纽约证券交易所股票代码:AMC):散户交易者对这家连锁影院的股票非常感兴趣。周一,AMC宣布已与房地产公司Caruso达成协议,重新开放洛杉矶票房最高的两家电影院Grove Theatre和Americana at Brand Theatre。</blockquote></p><p> This month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.</p><p><blockquote>本月,AMC决定不对此前宣布的2500万美元股票发行进行投票,这将使其能够在受到COVID-19影响的情况下筹集现金。</blockquote></p><p> AMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.</p><p><blockquote>自今年年初以来,AMC股价已飙升1,533%。周五,AMC股价常规交易中收跌0.97%至34.62美元,盘后交易中上涨近0.9%。</blockquote></p><p> <b>GameStop Corporation</b>(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.</p><p><blockquote><b>游戏驿站公司</b>(纽约证券交易所股票代码:GME):这家视频游戏零售商周一在散户投资者中表现强劲,表现优于大盘。周一,标普500和纳斯达克等美国主要指数分别收跌1.59%和1.06%。</blockquote></p><p> On the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.</p><p><blockquote>同一天,游戏驿站股价在常规交易中上涨2.63%,至173.49美元。该股在盘后交易中下跌近0.3%。</blockquote></p><p> The primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.</p><p><blockquote>市场下跌的主要原因是人们对COVID-19病例增加的担忧日益加剧,特别是由于德尔塔变异毒株及其对全球经济复苏的影响。</blockquote></p><p> At the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.</p><p><blockquote>与此同时,视频游戏越来越受欢迎,Newzooestimates预计2019年至2024年间的复合年增长率为8.7%。NewZoo估计游戏收入将在2023年突破2000亿美元大关。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC或游戏驿站的时候吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Now The Time To Buy Into Nvidia, AMC, Or GameStop?<blockquote>现在是买入英伟达、AMC或游戏驿站的时候吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-07-20 17:33</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>These stocks are seeing high retail investor interest on social media at press time early Tuesday.</p><p><blockquote>截至周二早些时候发稿时,社交媒体上散户投资者对这些股票的兴趣很高。</blockquote></p><p> <b>NVIDIA Corporation</b>(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.</p><p><blockquote><b>英伟达公司</b>(纳斯达克:NVDA):截至发稿时,这家以图形处理设备闻名的技术跨国公司成为r/WallStreetBetor或WSB上的热门品牌。</blockquote></p><p> The company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.</p><p><blockquote>该公司的股票将于周二上午以4比1的比例进行分割。资深交易员David Green表示,他希望在周一“做多英伟达”。</blockquote></p><p> “We will get a lot of action once we have earnings coming out,” said Green.</p><p><blockquote>“一旦财报公布,我们将采取很多行动,”格林说。</blockquote></p><p> The company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.</p><p><blockquote>该公司定于8月18日发布下一个季度数据。根据5月份发布的第一季度数据,英伟达每股收益为3.66美元,超过预期的每股收益3.28美元。</blockquote></p><p> NVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.</p><p><blockquote>自今年年初以来,英伟达股价已上涨43.9%。周一,该公司股价在常规交易中收盘上涨3.41%,至751.19美元,在盘后交易中又上涨1.17%,至760美元。</blockquote></p><p> <b>AMC Entertainment Holdings Inc</b>(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.</p><p><blockquote><b>AMC院线控股公司</b>(纽约证券交易所股票代码:AMC):散户交易者对这家连锁影院的股票非常感兴趣。周一,AMC宣布已与房地产公司Caruso达成协议,重新开放洛杉矶票房最高的两家电影院Grove Theatre和Americana at Brand Theatre。</blockquote></p><p> This month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.</p><p><blockquote>本月,AMC决定不对此前宣布的2500万美元股票发行进行投票,这将使其能够在受到COVID-19影响的情况下筹集现金。</blockquote></p><p> AMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.</p><p><blockquote>自今年年初以来,AMC股价已飙升1,533%。周五,AMC股价常规交易中收跌0.97%至34.62美元,盘后交易中上涨近0.9%。</blockquote></p><p> <b>GameStop Corporation</b>(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.</p><p><blockquote><b>游戏驿站公司</b>(纽约证券交易所股票代码:GME):这家视频游戏零售商周一在散户投资者中表现强劲,表现优于大盘。周一,标普500和纳斯达克等美国主要指数分别收跌1.59%和1.06%。</blockquote></p><p> On the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.</p><p><blockquote>同一天,游戏驿站股价在常规交易中上涨2.63%,至173.49美元。该股在盘后交易中下跌近0.3%。</blockquote></p><p> The primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.</p><p><blockquote>市场下跌的主要原因是人们对COVID-19病例增加的担忧日益加剧,特别是由于德尔塔变异毒株及其对全球经济复苏的影响。</blockquote></p><p> At the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.</p><p><blockquote>与此同时,视频游戏越来越受欢迎,Newzooestimates预计2019年至2024年间的复合年增长率为8.7%。NewZoo估计游戏收入将在2023年突破2000亿美元大关。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIME":"Clockwise Core Equity & Innovation ETF","NVDA":"英伟达","GME":"游戏驿站","AMC":"AMC院线"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167258014","content_text":"These stocks are seeing high retail investor interest on social media at press time early Tuesday.\nNVIDIA Corporation(NASDAQ:NVDA): The technology multinational known for graphics processing units trended as thetop name on r/WallStreetBetsor WSB at press time.\nThe company’s shares will be split 4-for-1 on Tuesday morning. David Green, a veteran trader, said he wants to“be long NVIDIA”on Monday.\n“We will get a lot of action once we have earnings coming out,” said Green.\nThe company’s next quarterly numbers release is scheduled for August 18. As per the first-quarter numbers released in May, NVIDIA recorded earnings per share of $3.66 which beat the estimated EPS of $3.28.\nNVIDIA shares have appreciated 43.9% since the year began. On Monday, the company’s shares closed 3.41% higher in the regular session at $751.19 and rose another 1.17% in the after-hours trading to $760.\nAMC Entertainment Holdings Inc(NYSE:AMC): The theater chain’s shares saw high interest from retail traders.On Monday, AMC announced that it hadreached an agreementwith real estate firm Caruso to reopen The Grove Theatre and The Americana at Brand Theatre— two of the top-grossing movie theaters in Los Angeles.\nThis month, AMC decidednot to vote ona previously announced$25 million share offering, which would have allowed it to raise cash as it reels under the impact of COVID-19.\nAMC shares have spiked 1,533% since the year began. On Friday, AMC shares closed 0.97% lower at $34.62 in the regular session and rose nearly 0.9% in the after-hours trading.\nGameStop Corporation(NYSE:GME): The video game retailer trended among retail investors on Monday as it outperformed the wider market. On Monday key U.S. indices such as the S&P 500 and NASDAQ ended in the red by 1.59% and 1.06% respectively.\nOn the same day, GameStop shares traded 2.63% higher at $173.49 in the regular session. The shares declined nearly 0.3% in the after-hours trading.\nThe primary reason for the market's fall was mounting worries aboutrising in COVID-19 cases— particularly due to the Delta variant and its impact on global economic recovery.\nAt the same time, video games are increasingly popular with NewZooestimatespointing to a CAGR of 8.7% between 2019 to 2024. NewZoo estimates gaming will cross the $200 billion mark in 2023.","news_type":1,"symbols_score_info":{"TIME":0.9,"GME":0.9,"TWX":0.9,"AMC":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172086945,"gmtCreate":1626920878687,"gmtModify":1633769712429,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Wow nice ","listText":"Wow nice ","text":"Wow 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n comments ","listText":"Like n comments ","text":"Like n comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/145448534","repostId":"2151560584","repostType":4,"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140902865,"gmtCreate":1625621915757,"gmtModify":1633938987571,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"EV to go","listText":"EV to go","text":"EV to go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/140902865","repostId":"1171645479","repostType":4,"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892688215,"gmtCreate":1628655211437,"gmtModify":1633745332377,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/892688215","repostId":"1163924715","repostType":4,"repost":{"id":"1163924715","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":1628654753,"share":"https://www.laohu8.com/m/news/1163924715?lang=zh_CN&edition=full","pubTime":"2021-08-11 12:05","market":"hk","language":"en","title":"The Ark Funds' Actions to Lighten up China Concepts Stocks<blockquote>方舟基金减仓中概股的动作</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1163924715","media":"Tiger Newspress","summary":"Pre-market overview\nU.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond","content":"<p><b>Pre-market overview</b></p><p><blockquote><b>上市前概述</b></blockquote></p><p> U.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.</p><p><blockquote>美股盘前下跌,美国10年期国债收益率在亚洲时段再度走低,拖累大宗商品价格,原油跌幅最高达5%,中概股盘前小幅上涨。</blockquote></p><p> In the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.</p><p><blockquote>在二级市场上,有两类美国基金愿意在中国进行投资。其中,其中一家公司已经清算或正在逐步清算其持有的股份。根据方舟基金的日常操作,其一直在减仓包括腾讯控股在内的中概股,从未加仓,尽管前述股票近期出现了一定反弹。最近出现的一个更令人高兴的信号是,方舟基金已经停止减仓中国股票。</blockquote></p><p> On July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.</p><p><blockquote>7月1日,方舟基金共覆盖了10只在美上市的中概股,其中包括8只在美国场外交易(OTC)交易的中概股和2只港股,以当日收盘价计算,这10只股票合计吸金18亿美元,如下图所示。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5be54c5dfdf52cd1c4ea28364f2dc37a\" tg-width=\"622\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>About Its Positions</b></p><p><blockquote><b>关于其立场</b></blockquote></p><p> As a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.</p><p><blockquote>作为一只投资中国股票不够活跃的基金,18亿美元的持仓规模很难说小。投资新兴市场的最大共同基金是景顺发展中市场基金,该基金在中国的投资额为150亿美元,涵盖中概股、港股和A股。因此,方舟在中国的投资并非微不足道。</blockquote></p><p> The Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>, but NIU Technologies. The electric vehicles produced by <a href=\"https://laohu8.com/S/NIU\">Niu Technologies</a> are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".</p><p><blockquote>方舟基金号称以技术为本,但似乎该基金并不完全信任中国的技术。通过分析其持有的中国股票,方舟基金目前持有的最多头寸是拥有巨大购买力的电子商务股票,而不是科技公司的股票。美国投资者、Ark Invest首席执行官兼首席信息官Cathie Wood曾在电视上称赞百度的无人驾驶技术,而他们在百度股票中的持仓并没有那么大。然后,中国的新能源汽车来了。方舟基金的投资目标不是中国电动汽车三巨头,包括<a href=\"https://laohu8.com/S/LI\">理想汽车</a>,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>,但是小牛电动。生产的电动汽车<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>在纽约卖得很好,而另外三家制造商尚未扩展到美国。再次反映了凯西·伍德对中国“技术”的怀疑态度。</blockquote></p><p> <b>Let’s look into the lightening of the Ark Funds</b></p><p><blockquote><b>让我们来看看方舟基金的减仓情况</b></blockquote></p><p> 10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.</p><p><blockquote>选择10只股票分析其份额变化。7月1日持仓最多的5只股票(京东、TCEHY、BEKE、PDD、百度)如图1所示,合计15亿美元,占比约80%,另外5只股票分别是阿里巴巴、牛、虎牙、比亚迪、BZ,合计3亿美元,占比约20%(图2)。关键日期标记如下。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b4d86b2c5953dc32e4a31fb13ee410\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\"><span>Figure 1</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09631c97e67c3aa9711d607bca310526\" tg-width=\"554\" tg-height=\"252\" referrerpolicy=\"no-referrer\"><span>Figure 2</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2</span></p></blockquote></p><p> The Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. </p><p><blockquote>方舟基金在7月13日和14日清仓了虎牙的所有头寸(如上图所示)。虎牙与斗鱼合并失败的消息于7月12日公布,但方舟基金当天并未大幅减仓,延续了前几日的节奏。</blockquote></p><p> Another marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.</p><p><blockquote>另一个标记的日期是7月26日(图1)。7月23日星期五,中国教育股暴跌超过50%。那一天,很少有人意识到发生了连锁反应,在香港上市的中资股将在接下来的一周暴跌。方舟基金也没有意识到这一点。7月26日,方舟基金不得不减仓。前5大持仓均被Ark减持,贝壳控股站在缺口处。这反映了Cathie Wood对中国高增长公司的怀疑。</blockquote></p><p></p><p> The third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (<a href=\"https://laohu8.com/S/BZ\">Kanzhun Limited</a>), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.</p><p><blockquote>第三个标记日期是7月28日,如图2所示。在此轮动荡中,方舟基金仅减仓了BOSS直聘的股票(<a href=\"https://laohu8.com/S/BZ\">看准有限公司</a>),这也是一家市值比较小的公司。与此同时,凯西·伍德仍然非常坚持在小牛电动的投资。</blockquote></p><p> In the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.</p><p><blockquote>过去一周,中概股价格仍在低位徘徊,但方舟基金不再减仓。目前只剩下7只股票。以上周五收盘价计算,持仓为4.5亿美元,与7月1日相比减少了75%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Ark Funds' Actions to Lighten up China Concepts Stocks<blockquote>方舟基金减仓中概股的动作</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 Ark Funds' Actions to Lighten up China Concepts Stocks<blockquote>方舟基金减仓中概股的动作</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\">2021-08-11 12:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Pre-market overview</b></p><p><blockquote><b>上市前概述</b></blockquote></p><p> U.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.</p><p><blockquote>美股盘前下跌,美国10年期国债收益率在亚洲时段再度走低,拖累大宗商品价格,原油跌幅最高达5%,中概股盘前小幅上涨。</blockquote></p><p> In the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.</p><p><blockquote>在二级市场上,有两类美国基金愿意在中国进行投资。其中,其中一家公司已经清算或正在逐步清算其持有的股份。根据方舟基金的日常操作,其一直在减仓包括腾讯控股在内的中概股,从未加仓,尽管前述股票近期出现了一定反弹。最近出现的一个更令人高兴的信号是,方舟基金已经停止减仓中国股票。</blockquote></p><p> On July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.</p><p><blockquote>7月1日,方舟基金共覆盖了10只在美上市的中概股,其中包括8只在美国场外交易(OTC)交易的中概股和2只港股,以当日收盘价计算,这10只股票合计吸金18亿美元,如下图所示。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5be54c5dfdf52cd1c4ea28364f2dc37a\" tg-width=\"622\" tg-height=\"320\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> <b>About Its Positions</b></p><p><blockquote><b>关于其立场</b></blockquote></p><p> As a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.</p><p><blockquote>作为一只投资中国股票不够活跃的基金,18亿美元的持仓规模很难说小。投资新兴市场的最大共同基金是景顺发展中市场基金,该基金在中国的投资额为150亿美元,涵盖中概股、港股和A股。因此,方舟在中国的投资并非微不足道。</blockquote></p><p> The Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a> and <a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a>, but NIU Technologies. The electric vehicles produced by <a href=\"https://laohu8.com/S/NIU\">Niu Technologies</a> are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".</p><p><blockquote>方舟基金号称以技术为本,但似乎该基金并不完全信任中国的技术。通过分析其持有的中国股票,方舟基金目前持有的最多头寸是拥有巨大购买力的电子商务股票,而不是科技公司的股票。美国投资者、Ark Invest首席执行官兼首席信息官Cathie Wood曾在电视上称赞百度的无人驾驶技术,而他们在百度股票中的持仓并没有那么大。然后,中国的新能源汽车来了。方舟基金的投资目标不是中国电动汽车三巨头,包括<a href=\"https://laohu8.com/S/LI\">理想汽车</a>,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>,但是小牛电动。生产的电动汽车<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>在纽约卖得很好,而另外三家制造商尚未扩展到美国。再次反映了凯西·伍德对中国“技术”的怀疑态度。</blockquote></p><p> <b>Let’s look into the lightening of the Ark Funds</b></p><p><blockquote><b>让我们来看看方舟基金的减仓情况</b></blockquote></p><p> 10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.</p><p><blockquote>选择10只股票分析其份额变化。7月1日持仓最多的5只股票(京东、TCEHY、BEKE、PDD、百度)如图1所示,合计15亿美元,占比约80%,另外5只股票分别是阿里巴巴、牛、虎牙、比亚迪、BZ,合计3亿美元,占比约20%(图2)。关键日期标记如下。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41b4d86b2c5953dc32e4a31fb13ee410\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\"><span>Figure 1</span></p><p><blockquote><p class=\"t-img-caption\"><span>图1</span></p></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/09631c97e67c3aa9711d607bca310526\" tg-width=\"554\" tg-height=\"252\" referrerpolicy=\"no-referrer\"><span>Figure 2</span></p><p><blockquote><p class=\"t-img-caption\"><span>图2</span></p></blockquote></p><p> The Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. </p><p><blockquote>方舟基金在7月13日和14日清仓了虎牙的所有头寸(如上图所示)。虎牙与斗鱼合并失败的消息于7月12日公布,但方舟基金当天并未大幅减仓,延续了前几日的节奏。</blockquote></p><p> Another marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.</p><p><blockquote>另一个标记的日期是7月26日(图1)。7月23日星期五,中国教育股暴跌超过50%。那一天,很少有人意识到发生了连锁反应,在香港上市的中资股将在接下来的一周暴跌。方舟基金也没有意识到这一点。7月26日,方舟基金不得不减仓。前5大持仓均被Ark减持,贝壳控股站在缺口处。这反映了Cathie Wood对中国高增长公司的怀疑。</blockquote></p><p></p><p> The third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (<a href=\"https://laohu8.com/S/BZ\">Kanzhun Limited</a>), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.</p><p><blockquote>第三个标记日期是7月28日,如图2所示。在此轮动荡中,方舟基金仅减仓了BOSS直聘的股票(<a href=\"https://laohu8.com/S/BZ\">看准有限公司</a>),这也是一家市值比较小的公司。与此同时,凯西·伍德仍然非常坚持在小牛电动的投资。</blockquote></p><p> In the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.</p><p><blockquote>过去一周,中概股价格仍在低位徘徊,但方舟基金不再减仓。目前只剩下7只股票。以上周五收盘价计算,持仓为4.5亿美元,与7月1日相比减少了75%。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","XPEV":"小鹏汽车","NIU":"小牛电动","NIO":"蔚来","BZ":"BOSS直聘"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163924715","content_text":"Pre-market overview\nU.S. stocks fell in the pre-market trading, and the U.S. 10-Year Government Bond Yields dropped again in Asias hours, pulling down the prices of commodities with crude oil falling up to 5%. China Concepts Stocks rose slightly in the pre-market trading.\nIn the secondary market, there are two types of US funds willing to make investments in China. Thereinto, one of them has liquidated or been gradually liquidating their holdings. According to the daily operations of the Ark Funds, it has been reducing its positions in China Concepts Stocks including Tencent, and has never increased its positions, although the afore-mentioned stocks have rebounded to some extent recently. A more pleasing signal appeared lately is that the Ark Funds has stopped lightening up Chinese stocks.\nOn July 1st, a total of 10 Chinese stocks listed in the U.S. are covered by the Ark Funds, including 8 China Concept Stocks and 2 Hong Kong stocks traded in U.S. over-the-counter (OTC). Based on the closing price of the day, these 10 stocks totaled $1.8 billion, as shown in the following figure.\n\nAbout Its Positions\nAs a fund that is not active enough to invest in Chinese stocks, it is hard to say that the size of $1.8-billion position is small. The largest mutual fund that invests in emerging markets is the Invesco Developing Markets Fund, which has an investment of $15 billion in China, covering China Concepts Stocks, Hong Kong Stocks and A shares. Therefore, Ark's investment in China is not trivial.\nThe Ark Funds claims to be technology-based, but it seems that the Funds does not fully trust China's technology. By analyzing its holdings on Chinese stocks, the most positions held by the Ark Funds now are stocks of e-commerce which owns vast purchasing power, rather than those of technology companies. Cathie Wood, an American investor as well as the CEO & CIO of Ark Invest, once praised Baidu's driverless technology on TV, while their position in Baidu’s stock is not so large. Then, here comes the new energy vehicles of China. The investment target of the Ark Funds is not the Chinese EV trio including Li Auto, NIO Inc. and XPeng Inc., but NIU Technologies. The electric vehicles produced by Niu Technologies are good sellers in New York, while another three makers have not yet expanded into the United States. Once again, it reflects Cathie Wood's skeptical attitude towards China's \"technology\".\nLet’s look into the lightening of the Ark Funds\n10 stocks are chosen to analyze their share changes. 5 stocks with the largest positions on July 1 (JD, TCEHY, BEKE, PDD, and BIDU) are shown in Figure 1, totaling $1.5 billion, accounting for about 80%. Another 5 stocks are BABA, NIU, HUYA, BYDDY, and BZ, totaling $300 million, accounting for about 20% (Figure 2). Key dates are marked below.\nFigure 1\nFigure 2\nThe Ark Funds cleared all its positions in HUYA on July 13 and 14 (marked in the Figure above). The news of the failed merger between Huya and DouYu was announced on July 12, but the Ark Funds did not substantially lighten up its position on the day, and continued the pace in the past few days. \nAnother marked date is July 26 (Figure 1). The Chinese education stocks plummeted over 50% on Friday, July 23. On that day, few people realized that a chain reaction had occurred, and Chinese stocks listed in Hong Kong would slump in the following week. The Ark Funds failed to realize it, either. On July 26, the Ark Funds had to lighten up its positions. The top 5 largest positions were all reduced by Ark, with Ke Holdings standing in the breach. This reflects Cathie Wood's suspicion of high-growth companies in China.\nThe third marked date is July 28, as shown in Figure 2. In this round of turmoil, the Ark Funds only lightened up its positions in the stocks of BOSS Zhipin (Kanzhun Limited), which is also a company with a relatively small market value. Meanwhile, Cathie Wood is still very insistent on the investments in NIU Technologies.\nIn the past week, the prices of China Concepts Stocks still hovered at a low level, but the Ark Funds no longer lightened up their positions. At present, there are only 7 stocks left. Based on the closing price last Friday, the position is $450 million, which is a 75% decrease compared to that of July 1.","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9,"BZ":0.9,"NIU":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891378834,"gmtCreate":1628343073428,"gmtModify":1633751558173,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891378834","repostId":"1180025090","repostType":4,"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170331804,"gmtCreate":1626403459808,"gmtModify":1633927050789,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170331804","repostId":"1123074557","repostType":4,"repost":{"id":"1123074557","kind":"news","pubTimestamp":1626403275,"share":"https://www.laohu8.com/m/news/1123074557?lang=zh_CN&edition=full","pubTime":"2021-07-16 10:41","market":"us","language":"en","title":"JPMorgan Goes After Cathie Wood, Urges Buying Puts On Her \"Bubble-Like\" Ark Fund<blockquote>摩根大通追逐凯西·伍德,敦促购买她“泡沫般”的方舟基金的看跌期权</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123074557","media":"zerohedge","summary":"Until now, JPMorgan's feud was mostly with bitcoin, publishing hitpiece after hitpiece with Swiss wa","content":"<p>Until now, JPMorgan's feud was mostly with bitcoin, publishing hitpiece after hitpiece with Swiss watch regularity every other day (as it quietly accumulates the cryptocurrency for its ownrecently launched fund for rich clients). But now, the largest US bank, which has been furiously clinging to its favorite reco of buying cyclical and value names at the expense of growth stocks - a trade which has backfired painfully in recent weeks - is escalating its crusade against tech by going after the poster child, or rather poster woman, of the latest tech bubble,<i>Cathie Wood.</i></p><p><blockquote>到目前为止,摩根大通的不和主要是与比特币的不和,每隔一天就会定期发布一篇又一篇热门文章(因为它正在悄悄地为自己最近推出的富有客户基金积累加密货币)。但现在,这家美国最大的银行一直疯狂地坚持其最喜欢的做法,即以牺牲成长型股票为代价购买周期性和价值型股票——这种交易最近几周适得其反——正在升级对科技股的讨伐,追求最新科技泡沫的典型儿童,或者更确切地说是典型女性,<i>凯西·伍德。</i></blockquote></p><p> In a note from JPM published this morning, equity derivative strategist Shawn Quigg says that Cathie Wood’s flagship ETF, ARKK, is exhibiting many \"bubble-like traits\" seen in growth-based funds in 2000 ahead of the popping of the dot com bubble, and investors should hedge against a similar outcome by buying puts on the Ark Fund.</p><p><blockquote>在摩根大通今天上午发布的一份报告中,股票衍生品策略师Shawn Quigg表示,Cathie Wood的旗舰ETF ARKK正在表现出2000年互联网泡沫破裂之前成长型基金中出现的许多“泡沫状特征”,投资者应该通过购买Ark基金的看跌期权来对冲类似的结果。</blockquote></p><p> Taking precious time away from its favorite bitcoin bashing pastime, JPMorgan - which we doubt is Cathie's Prime Broker - writes that<i>\"excessive speculation in high-growth sub-sectors year-to-date is causing some growth-based funds to exhibit bubble-like cycles (Fig. 1), similar to that witnessed in 2000 (Fig. 2).</i><i><b>The ARK Innovation ETF exhibits many of these traits, and may be luring investors into a bull trap scenario.\"</b></i></p><p><blockquote>摩根大通——我们怀疑它是凯西的主要经纪人——从其最喜欢的抨击比特币的消遣中抽出宝贵的时间写道<i>“今年迄今为止,高增长子行业的过度投机导致一些基于增长的基金呈现出类似泡沫的周期(图1),类似于2000年的情况(图2)。</i><i><b>ARK Innovation ETF表现出许多这些特征,可能会吸引投资者陷入牛市陷阱。”</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/c8ce5b2045dab9414160f919d7a55818\" tg-width=\"1206\" tg-height=\"439\">JPM's beef with Cathie aside, what we find most remarkable in Quigg's note is that this is the first time the largest US bank has gone on the record to admit that \"significant fiscal and monetary stimulus\" has led to \"bubble-like\" activity similar to that witnessed in 2000. Here is how Quigg lays out his thesis on \"navigating a bubble\" which culminates by shorting ARKK:</p><p><blockquote>抛开摩根大通与凯西的争执不谈,我们在奎格的报告中发现最引人注目的是,这是这家美国最大的银行首次公开承认“重大财政和货币刺激”导致了类似于2000年目睹的“泡沫状”活动。以下是奎格如何阐述他关于“驾驭泡沫”的论文,最终做空ARKK:</blockquote></p><p> <ul> <li>Eexcessive speculation in high-growth stocks and sub-sectors year-to-date, aided by significant fiscal and monetary stimulus, and ample liquidity in corporate and consumer balance sheets<b>, is causing some growth-based funds to exhibit bubble-like cycles, similar to that witnessed in 2000 (Fig. 2).</b></li> <li>The ARKK 2020-21 trough to peak run of 385% fits the criteria we previously described as a bubble, a direct beneficiary of the Electric Vehicle/Green Tech (e.g., TSLA), Cryptocurrency (e.g., COIN, SQ), Work-From-Home (e.g., TDOC, ROKU, ZM), and pandemic biotech (e.g., CRSP) stocks/sub-sectors.</li> <li>However, after peaking in February, ARKK shares broke below key technical supports (e.g., 50, 100, 200-day moving averages)in just a matter of months (May) as the retail/Reddit mania, work from home and cryptocurrency trades (among others) faltered.</li> <li>A technical decline in Treasury yields and fear of the Delta variant allowed for a rebound in high-tech growth, and ARKK.</li> </ul> Combining these four catalysts is how the<b>\"bull trap\"</b>was set according to JPM.</p><p><blockquote><ul><li>e在重大财政和货币刺激措施以及企业和消费者资产负债表流动性充足的帮助下,年初至今高增长股票和子行业的过度投机<b>导致一些基于增长的基金表现出类似泡沫的周期,类似于2000年的情况(图2)。</b></li><li>ARKK 2020-21年从低谷到峰值385%的运行符合我们之前描述为泡沫的标准,是电动汽车/绿色科技(例如TSLA)、加密货币(例如COIN、SQ)、在家工作(例如TDOC、ROKU、ZM)和大流行生物技术(例如CRSP)股票/子行业的直接受益者。</li><li>然而,在2月份见顶后,ARKK股价在短短几个月(5月)内跌破关键技术支撑位(例如50、100、200日移动平均线),原因是零售/Reddit狂热、在家工作和加密货币交易(以及其他)步履蹒跚。</li><li>美国国债收益率技术性下跌和对德尔塔变异毒株的担忧使得高科技增长和ARKK反弹。</li></ul>将这四种催化剂结合起来就是<b>“公牛陷阱”</b>是根据JPM设置的。</blockquote></p><p> But sticking to the bank's party line which \"favors the outperformance of cyclicals/value-based assets amid the ongoing economic reopening, and an anticipated pick-up in Treasury yields in 2H\" the bank says that investors should now start to exit said \"bull trap\" as the imminent \"rise in yields and a shift in the growth dynamic of the economy in-line with our value-based view could spark a bull trap reversal in ARKK shares.\"</p><p><blockquote>但坚持该行的政党路线,即“在经济持续重新开放的情况下,支持周期性资产/价值型资产的优异表现,以及下半年国债收益率的预期回升”,该行表示,投资者现在应该开始退出“牛市陷阱”即将到来的“收益率上升和经济增长动力的转变符合我们基于价值的观点,可能会引发ARKK股票的牛市陷阱逆转”。</blockquote></p><p> What specific event will spark the \"capitulation\" in ARKK shares? The same reflationary jump in bond yields that Marko Kolanovic has been predicting for months and months - even as yields tumbled - to wit:</p><p><blockquote>什么具体事件会引发ARKK股票的“投降”?马尔科·科拉诺维奇(Marko Kolanovic)数月来一直预测的债券收益率将出现通货再膨胀式的跃升——即使收益率暴跌——即:</blockquote></p><p> As we note, we believe the recent move in Treasury yields is technical in nature and is not an indication of a broader investor concern surrounding the health of the recovery, or a waning inflation outlook. Supporting this is the lack of tapering in the 10Y TIPS break-evens (Fig. 3), continued inflation reading above expectations (e.g., CPI, PPI, management commentary), and a recent weaker-than-anticipated 30Y Treasury auction (here). <b>A looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks (Fig. 4),and pressing ARKK into the capitulation phase.</b> <img src=\"https://static.tigerbbs.com/e217a9277d4bfe254c2b441415631b6d\" tg-width=\"976\" tg-height=\"362\">JPM is, of course, correct: if a rise in yields is indeed \"looming\", then not just ARKK but all high duration names will be clobbered, starting with the FAAMGs, a move which would then translate into a marketwide rout (oddly enough we don't see JPMorgan cutting their year-end S&P forecast). The question is if and when yields will again spike higher, and what would spark this move in a world where the Fed is now supposedly \"on top of inflation fears\" and won't let rates rise too much, especially as growth fears over the spreading Delta variant dominate trading discussions.</p><p><blockquote>正如我们所指出的,我们认为美国国债收益率最近的走势本质上是技术性的,并不表明投资者对复苏健康状况或通胀前景减弱的更广泛担忧。支持这一点的是10年期TIPS盈亏平衡没有缩减(图3)、持续高于预期的通胀读数(例如CPI、PPI、管理层评论)以及最近弱于预期的30年期国债拍卖(此处)。<b>除了大型主要科技股持续跑赢颠覆性科技股(图4)之外,迫在眉睫的收益率上升可能会成为加速ARKK股价下跌的催化剂,并迫使ARKK进入投降阶段。</b>当然,摩根大通是正确的:如果收益率上升确实“迫在眉睫”,那么不仅是ARKK,所有高久期股票都将遭受重创,从FAAMGs开始,此举将转化为全市场的溃败(奇怪的是,我们没有看到摩根大通下调年终标准普尔预测)。问题是,收益率是否以及何时会再次飙升,以及在美联储现在应该“超越通胀担忧”并且不会让利率上升太多的情况下,什么会引发这一举措,特别是在增长担忧的情况下。蔓延的德尔塔变异毒株主导了交易讨论。</blockquote></p><p></p><p> Assuming readers agree with the JPM strategist that another spike in yields is imminent, how should they play the coming weakness in ARKK? As Quigg explains, \"current 3M 90% implied volatility of ~39% appears cheap, ranking in its 14th%-ile over thelast year. Given ARKK has a limited history, with the bulk of its returns and volatility occurring over the last year, we find utilizing the last year as a fair comparable measure, particularly if the stock may be poised for a broader capitulation phase.\"</p><p><blockquote>假设读者同意摩根大通策略师的观点,即收益率即将再次飙升,那么他们应该如何应对ARKK即将到来的疲软?正如Quigg所解释的那样,“目前3M 90%的隐含波动率约为39%,看起来很便宜,去年排名第14%。鉴于ARKK的历史有限,其大部分回报和波动性都发生在去年,我们发现利用去年作为一个公平的可比衡量标准,特别是如果该股可能准备进入更广泛的投降阶段。”</blockquote></p><p> As a result, JPMorgan recommends \"<i>investors purchase ARKK October 105 strike puts for $4.50, indicatively ($118.17 reference price), taking advantage of implied volatility near a yearly low despite the potential for shares to enter a broader capitulation phase.\"</i></p><p><blockquote>因此,摩根大通建议“<i>尽管股价有可能进入更广泛的投降阶段,但投资者仍利用接近年度低点的隐含波动率(参考价格为118.17美元)购买ARKK 105年10月执行看跌期权。”</i></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Goes After Cathie Wood, Urges Buying Puts On Her \"Bubble-Like\" Ark Fund<blockquote>摩根大通追逐凯西·伍德,敦促购买她“泡沫般”的方舟基金的看跌期权</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\">\nJPMorgan Goes After Cathie Wood, Urges Buying Puts On Her \"Bubble-Like\" Ark Fund<blockquote>摩根大通追逐凯西·伍德,敦促购买她“泡沫般”的方舟基金的看跌期权</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-07-16 10:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Until now, JPMorgan's feud was mostly with bitcoin, publishing hitpiece after hitpiece with Swiss watch regularity every other day (as it quietly accumulates the cryptocurrency for its ownrecently launched fund for rich clients). But now, the largest US bank, which has been furiously clinging to its favorite reco of buying cyclical and value names at the expense of growth stocks - a trade which has backfired painfully in recent weeks - is escalating its crusade against tech by going after the poster child, or rather poster woman, of the latest tech bubble,<i>Cathie Wood.</i></p><p><blockquote>到目前为止,摩根大通的不和主要是与比特币的不和,每隔一天就会定期发布一篇又一篇热门文章(因为它正在悄悄地为自己最近推出的富有客户基金积累加密货币)。但现在,这家美国最大的银行一直疯狂地坚持其最喜欢的做法,即以牺牲成长型股票为代价购买周期性和价值型股票——这种交易最近几周适得其反——正在升级对科技股的讨伐,追求最新科技泡沫的典型儿童,或者更确切地说是典型女性,<i>凯西·伍德。</i></blockquote></p><p> In a note from JPM published this morning, equity derivative strategist Shawn Quigg says that Cathie Wood’s flagship ETF, ARKK, is exhibiting many \"bubble-like traits\" seen in growth-based funds in 2000 ahead of the popping of the dot com bubble, and investors should hedge against a similar outcome by buying puts on the Ark Fund.</p><p><blockquote>在摩根大通今天上午发布的一份报告中,股票衍生品策略师Shawn Quigg表示,Cathie Wood的旗舰ETF ARKK正在表现出2000年互联网泡沫破裂之前成长型基金中出现的许多“泡沫状特征”,投资者应该通过购买Ark基金的看跌期权来对冲类似的结果。</blockquote></p><p> Taking precious time away from its favorite bitcoin bashing pastime, JPMorgan - which we doubt is Cathie's Prime Broker - writes that<i>\"excessive speculation in high-growth sub-sectors year-to-date is causing some growth-based funds to exhibit bubble-like cycles (Fig. 1), similar to that witnessed in 2000 (Fig. 2).</i><i><b>The ARK Innovation ETF exhibits many of these traits, and may be luring investors into a bull trap scenario.\"</b></i></p><p><blockquote>摩根大通——我们怀疑它是凯西的主要经纪人——从其最喜欢的抨击比特币的消遣中抽出宝贵的时间写道<i>“今年迄今为止,高增长子行业的过度投机导致一些基于增长的基金呈现出类似泡沫的周期(图1),类似于2000年的情况(图2)。</i><i><b>ARK Innovation ETF表现出许多这些特征,可能会吸引投资者陷入牛市陷阱。”</b></i></blockquote></p><p> <img src=\"https://static.tigerbbs.com/c8ce5b2045dab9414160f919d7a55818\" tg-width=\"1206\" tg-height=\"439\">JPM's beef with Cathie aside, what we find most remarkable in Quigg's note is that this is the first time the largest US bank has gone on the record to admit that \"significant fiscal and monetary stimulus\" has led to \"bubble-like\" activity similar to that witnessed in 2000. Here is how Quigg lays out his thesis on \"navigating a bubble\" which culminates by shorting ARKK:</p><p><blockquote>抛开摩根大通与凯西的争执不谈,我们在奎格的报告中发现最引人注目的是,这是这家美国最大的银行首次公开承认“重大财政和货币刺激”导致了类似于2000年目睹的“泡沫状”活动。以下是奎格如何阐述他关于“驾驭泡沫”的论文,最终做空ARKK:</blockquote></p><p> <ul> <li>Eexcessive speculation in high-growth stocks and sub-sectors year-to-date, aided by significant fiscal and monetary stimulus, and ample liquidity in corporate and consumer balance sheets<b>, is causing some growth-based funds to exhibit bubble-like cycles, similar to that witnessed in 2000 (Fig. 2).</b></li> <li>The ARKK 2020-21 trough to peak run of 385% fits the criteria we previously described as a bubble, a direct beneficiary of the Electric Vehicle/Green Tech (e.g., TSLA), Cryptocurrency (e.g., COIN, SQ), Work-From-Home (e.g., TDOC, ROKU, ZM), and pandemic biotech (e.g., CRSP) stocks/sub-sectors.</li> <li>However, after peaking in February, ARKK shares broke below key technical supports (e.g., 50, 100, 200-day moving averages)in just a matter of months (May) as the retail/Reddit mania, work from home and cryptocurrency trades (among others) faltered.</li> <li>A technical decline in Treasury yields and fear of the Delta variant allowed for a rebound in high-tech growth, and ARKK.</li> </ul> Combining these four catalysts is how the<b>\"bull trap\"</b>was set according to JPM.</p><p><blockquote><ul><li>e在重大财政和货币刺激措施以及企业和消费者资产负债表流动性充足的帮助下,年初至今高增长股票和子行业的过度投机<b>导致一些基于增长的基金表现出类似泡沫的周期,类似于2000年的情况(图2)。</b></li><li>ARKK 2020-21年从低谷到峰值385%的运行符合我们之前描述为泡沫的标准,是电动汽车/绿色科技(例如TSLA)、加密货币(例如COIN、SQ)、在家工作(例如TDOC、ROKU、ZM)和大流行生物技术(例如CRSP)股票/子行业的直接受益者。</li><li>然而,在2月份见顶后,ARKK股价在短短几个月(5月)内跌破关键技术支撑位(例如50、100、200日移动平均线),原因是零售/Reddit狂热、在家工作和加密货币交易(以及其他)步履蹒跚。</li><li>美国国债收益率技术性下跌和对德尔塔变异毒株的担忧使得高科技增长和ARKK反弹。</li></ul>将这四种催化剂结合起来就是<b>“公牛陷阱”</b>是根据JPM设置的。</blockquote></p><p> But sticking to the bank's party line which \"favors the outperformance of cyclicals/value-based assets amid the ongoing economic reopening, and an anticipated pick-up in Treasury yields in 2H\" the bank says that investors should now start to exit said \"bull trap\" as the imminent \"rise in yields and a shift in the growth dynamic of the economy in-line with our value-based view could spark a bull trap reversal in ARKK shares.\"</p><p><blockquote>但坚持该行的政党路线,即“在经济持续重新开放的情况下,支持周期性资产/价值型资产的优异表现,以及下半年国债收益率的预期回升”,该行表示,投资者现在应该开始退出“牛市陷阱”即将到来的“收益率上升和经济增长动力的转变符合我们基于价值的观点,可能会引发ARKK股票的牛市陷阱逆转”。</blockquote></p><p> What specific event will spark the \"capitulation\" in ARKK shares? The same reflationary jump in bond yields that Marko Kolanovic has been predicting for months and months - even as yields tumbled - to wit:</p><p><blockquote>什么具体事件会引发ARKK股票的“投降”?马尔科·科拉诺维奇(Marko Kolanovic)数月来一直预测的债券收益率将出现通货再膨胀式的跃升——即使收益率暴跌——即:</blockquote></p><p> As we note, we believe the recent move in Treasury yields is technical in nature and is not an indication of a broader investor concern surrounding the health of the recovery, or a waning inflation outlook. Supporting this is the lack of tapering in the 10Y TIPS break-evens (Fig. 3), continued inflation reading above expectations (e.g., CPI, PPI, management commentary), and a recent weaker-than-anticipated 30Y Treasury auction (here). <b>A looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks (Fig. 4),and pressing ARKK into the capitulation phase.</b> <img src=\"https://static.tigerbbs.com/e217a9277d4bfe254c2b441415631b6d\" tg-width=\"976\" tg-height=\"362\">JPM is, of course, correct: if a rise in yields is indeed \"looming\", then not just ARKK but all high duration names will be clobbered, starting with the FAAMGs, a move which would then translate into a marketwide rout (oddly enough we don't see JPMorgan cutting their year-end S&P forecast). The question is if and when yields will again spike higher, and what would spark this move in a world where the Fed is now supposedly \"on top of inflation fears\" and won't let rates rise too much, especially as growth fears over the spreading Delta variant dominate trading discussions.</p><p><blockquote>正如我们所指出的,我们认为美国国债收益率最近的走势本质上是技术性的,并不表明投资者对复苏健康状况或通胀前景减弱的更广泛担忧。支持这一点的是10年期TIPS盈亏平衡没有缩减(图3)、持续高于预期的通胀读数(例如CPI、PPI、管理层评论)以及最近弱于预期的30年期国债拍卖(此处)。<b>除了大型主要科技股持续跑赢颠覆性科技股(图4)之外,迫在眉睫的收益率上升可能会成为加速ARKK股价下跌的催化剂,并迫使ARKK进入投降阶段。</b>当然,摩根大通是正确的:如果收益率上升确实“迫在眉睫”,那么不仅是ARKK,所有高久期股票都将遭受重创,从FAAMGs开始,此举将转化为全市场的溃败(奇怪的是,我们没有看到摩根大通下调年终标准普尔预测)。问题是,收益率是否以及何时会再次飙升,以及在美联储现在应该“超越通胀担忧”并且不会让利率上升太多的情况下,什么会引发这一举措,特别是在增长担忧的情况下。蔓延的德尔塔变异毒株主导了交易讨论。</blockquote></p><p></p><p> Assuming readers agree with the JPM strategist that another spike in yields is imminent, how should they play the coming weakness in ARKK? As Quigg explains, \"current 3M 90% implied volatility of ~39% appears cheap, ranking in its 14th%-ile over thelast year. Given ARKK has a limited history, with the bulk of its returns and volatility occurring over the last year, we find utilizing the last year as a fair comparable measure, particularly if the stock may be poised for a broader capitulation phase.\"</p><p><blockquote>假设读者同意摩根大通策略师的观点,即收益率即将再次飙升,那么他们应该如何应对ARKK即将到来的疲软?正如Quigg所解释的那样,“目前3M 90%的隐含波动率约为39%,看起来很便宜,去年排名第14%。鉴于ARKK的历史有限,其大部分回报和波动性都发生在去年,我们发现利用去年作为一个公平的可比衡量标准,特别是如果该股可能准备进入更广泛的投降阶段。”</blockquote></p><p> As a result, JPMorgan recommends \"<i>investors purchase ARKK October 105 strike puts for $4.50, indicatively ($118.17 reference price), taking advantage of implied volatility near a yearly low despite the potential for shares to enter a broader capitulation phase.\"</i></p><p><blockquote>因此,摩根大通建议“<i>尽管股价有可能进入更广泛的投降阶段,但投资者仍利用接近年度低点的隐含波动率(参考价格为118.17美元)购买ARKK 105年10月执行看跌期权。”</i></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.zerohedge.com/markets/jpmorgan-goes-after-cathie-wood-urges-buying-puts-her-bubble-ark-fund\">zerohedge</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":{"ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF","ARKX":"ARK Space Exploration & Innovation ETF","JPM":"摩根大通","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://www.zerohedge.com/markets/jpmorgan-goes-after-cathie-wood-urges-buying-puts-her-bubble-ark-fund","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123074557","content_text":"Until now, JPMorgan's feud was mostly with bitcoin, publishing hitpiece after hitpiece with Swiss watch regularity every other day (as it quietly accumulates the cryptocurrency for its ownrecently launched fund for rich clients). But now, the largest US bank, which has been furiously clinging to its favorite reco of buying cyclical and value names at the expense of growth stocks - a trade which has backfired painfully in recent weeks - is escalating its crusade against tech by going after the poster child, or rather poster woman, of the latest tech bubble,Cathie Wood.\nIn a note from JPM published this morning, equity derivative strategist Shawn Quigg says that Cathie Wood’s flagship ETF, ARKK, is exhibiting many \"bubble-like traits\" seen in growth-based funds in 2000 ahead of the popping of the dot com bubble, and investors should hedge against a similar outcome by buying puts on the Ark Fund.\nTaking precious time away from its favorite bitcoin bashing pastime, JPMorgan - which we doubt is Cathie's Prime Broker - writes that\"excessive speculation in high-growth sub-sectors year-to-date is causing some growth-based funds to exhibit bubble-like cycles (Fig. 1), similar to that witnessed in 2000 (Fig. 2).The ARK Innovation ETF exhibits many of these traits, and may be luring investors into a bull trap scenario.\"\nJPM's beef with Cathie aside, what we find most remarkable in Quigg's note is that this is the first time the largest US bank has gone on the record to admit that \"significant fiscal and monetary stimulus\" has led to \"bubble-like\" activity similar to that witnessed in 2000. Here is how Quigg lays out his thesis on \"navigating a bubble\" which culminates by shorting ARKK:\n\nEexcessive speculation in high-growth stocks and sub-sectors year-to-date, aided by significant fiscal and monetary stimulus, and ample liquidity in corporate and consumer balance sheets, is causing some growth-based funds to exhibit bubble-like cycles, similar to that witnessed in 2000 (Fig. 2).\nThe ARKK 2020-21 trough to peak run of 385% fits the criteria we previously described as a bubble, a direct beneficiary of the Electric Vehicle/Green Tech (e.g., TSLA), Cryptocurrency (e.g., COIN, SQ), Work-From-Home (e.g., TDOC, ROKU, ZM), and pandemic biotech (e.g., CRSP) stocks/sub-sectors.\nHowever, after peaking in February, ARKK shares broke below key technical supports (e.g., 50, 100, 200-day moving averages)in just a matter of months (May) as the retail/Reddit mania, work from home and cryptocurrency trades (among others) faltered.\nA technical decline in Treasury yields and fear of the Delta variant allowed for a rebound in high-tech growth, and ARKK.\n\nCombining these four catalysts is how the\"bull trap\"was set according to JPM.\nBut sticking to the bank's party line which \"favors the outperformance of cyclicals/value-based assets amid the ongoing economic reopening, and an anticipated pick-up in Treasury yields in 2H\" the bank says that investors should now start to exit said \"bull trap\" as the imminent \"rise in yields and a shift in the growth dynamic of the economy in-line with our value-based view could spark a bull trap reversal in ARKK shares.\"\nWhat specific event will spark the \"capitulation\" in ARKK shares? The same reflationary jump in bond yields that Marko Kolanovic has been predicting for months and months - even as yields tumbled - to wit:\n\n As we note, we believe the recent move in Treasury yields is technical in nature and is not an indication of a broader investor concern surrounding the health of the recovery, or a waning inflation outlook. Supporting this is the lack of tapering in the 10Y TIPS break-evens (Fig. 3), continued inflation reading above expectations (e.g., CPI, PPI, management commentary), and a recent weaker-than-anticipated 30Y Treasury auction (here).\n\n\nA looming rise in yields could be a catalyst to accelerate ARKK shares lower, in addition to the continued outperformance of large staple-tech stocks over disruptive-tech stocks (Fig. 4),and pressing ARKK into the capitulation phase.\n\nJPM is, of course, correct: if a rise in yields is indeed \"looming\", then not just ARKK but all high duration names will be clobbered, starting with the FAAMGs, a move which would then translate into a marketwide rout (oddly enough we don't see JPMorgan cutting their year-end S&P forecast). The question is if and when yields will again spike higher, and what would spark this move in a world where the Fed is now supposedly \"on top of inflation fears\" and won't let rates rise too much, especially as growth fears over the spreading Delta variant dominate trading discussions.\nAssuming readers agree with the JPM strategist that another spike in yields is imminent, how should they play the coming weakness in ARKK? As Quigg explains, \"current 3M 90% implied volatility of ~39% appears cheap, ranking in its 14th%-ile over thelast year. Given ARKK has a limited history, with the bulk of its returns and volatility occurring over the last year, we find utilizing the last year as a fair comparable measure, particularly if the stock may be poised for a broader capitulation phase.\"\nAs a result, JPMorgan recommends \"investors purchase ARKK October 105 strike puts for $4.50, indicatively ($118.17 reference price), taking advantage of implied volatility near a yearly low despite the potential for shares to enter a broader capitulation phase.\"","news_type":1,"symbols_score_info":{"JPM":0.9,"ARKK":0.9,"ARKG":0.9,"ARKX":0.9,"ARKF":0.9,"ARKW":0.9}},"isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147195221,"gmtCreate":1626339774763,"gmtModify":1633927722650,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/147195221","repostId":"2151751740","repostType":4,"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142413762,"gmtCreate":1626167263256,"gmtModify":1633929461092,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"OK like and comment please ","listText":"OK like and comment please ","text":"OK like and comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142413762","repostId":"1156380405","repostType":4,"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838402399,"gmtCreate":1629422350511,"gmtModify":1631890349738,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838402399","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830197609,"gmtCreate":1629024460801,"gmtModify":1631890349802,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830197609","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://www.laohu8.com/m/news/1127633167?lang=zh_CN&edition=full","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长(最好是两者兼而有之)的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股价应该与收入和利润保持一致,使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者,在<i>巴伦周刊</i>五月的封面故事,正在寻找这样的股票,而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示,在一系列10年期间,只有约35家公司的股价每年复合增长率达到20%或以上,导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈,并列出了一份包含10只股票的折衷清单,其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测,“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,下调了2021年财务指引,股价约为185美元,下跌了近30%。2021年盈利预期目前为每股6.13美元,低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说,它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品,这是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计,在其消费品牌的推动下,到2025年销售额将达到20亿美元,高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示:“世界需要清洁化学,而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司(BAH)是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元,收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示:“它建立了强大的、类似伙伴关系的文化,并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率,与其历史表现一致。由于担心军费开支更加克制,该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会,该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者,该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍,最近达到173美元。“它拥有令人难以置信的特许经营权,”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出,亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示,考虑到盈利年增长率为十几岁左右,该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有700,000名业主,拥有富有弹性的商业模式,从费用中获得可观的收入,并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示:“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道,万豪度假公司的股价最近约为145美元,应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为,根据2022年的预测,该股的自由现金流收益率为11%,价格低廉。他表示,该股自2018年以来几乎没有变化,未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商,鉴于其在高度分散的行业中仅占13%的市场份额,因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示:“它正在有机增长,并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元,估值很高,交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于全球视力问题的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,这款镜片已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示:“它的销量可能会很大。它还处于起步阶段,基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入,而且不需要移除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元,其估值超过2022年预计销售额的20倍,是2022年预计收益的140倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙,”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据,试图确定订户的品味,以产生高满意度,并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧,其股价约为44美元,较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli预计收入每年将增长20%以上,在当前美国和英国市场之外还有机会,并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商,其95%来自回收材料,使其成为一种环保的住房。该股股价为105美元,是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值,因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%,并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年,它看起来并没有那么贵,”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到Baillie Gifford的Brodie的青睐,他表示,它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元,并不便宜。Upwork的估值为57亿美元,是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上,2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受,但大型企业的人力资源部门却不喜欢他们,”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴,”他说。</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>These 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</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\">\nThese 10 Standout Stocks Could Be the Next Amazon<blockquote>这10只杰出股票可能成为下一个亚马逊</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-15 11:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p><p><blockquote>当今投资界最流行的流行语之一是“复合者”。寻找下一个亚马逊、Costco Wholesale、Nike或Visa的成长型投资者寻求寻找能够在未来几年实现收入和盈利两位数复合增长(最好是两者兼而有之)的公司。</blockquote></p><p> The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p><p><blockquote>这个想法是,股价应该与收入和利润保持一致,使投资者能够在五到十年的持有期内产生高回报。最终目标是找到难以捉摸的“10 bagger”——一只回报率是你购买价格10倍的股票。</blockquote></p><p> Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p><p><blockquote>华尔街分析师的报告和投资专业人士的客户信函中充满了compounder的参考资料。许多下一代价值管理者,在<i>巴伦周刊</i>五月的封面故事,正在寻找这样的股票,而不是传统的廉价股票的价值票价。</blockquote></p><p> Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p><p><blockquote>他们的搜索变得更具挑战性,因为买家正在为高增长的故事支付高昂的价格。真正的大赢家很少。Durable Capital Partners的数据显示,在一系列10年期间,只有约35家公司的股价每年复合增长率达到20%或以上,导致股价至少上涨了六倍。</blockquote></p><p> Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p><p><blockquote>许多投资者很乐意继续投资大型知名复合商,例如Alphabet(股票代码:GOOGL)、万事达卡(MA)、联合健康集团(UNH)和礼来公司(LLY)。</blockquote></p><p> <i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p><p><blockquote><i>巴伦周刊</i>试图确定较小的候选人。我们与投资经理进行了交谈,并列出了一份包含10只股票的折衷清单,其中大多数股票的市值低于100亿美元。以下是按字母顺序排列的选择:</blockquote></p><p> Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p><p><blockquote>强劲而稳定的胜利以下是成长型投资者认为能够多年来持续实现收入或利润高增长的10只股票。</blockquote></p><p> <table> <thead> <tr> <th>Company / Ticker</th> <th>Recent Price</th> <th>YTD Change</th> <th>2021E P/E</th> <th>2021E Price/Sales</th> <th>2022E P/E</th> <th>2022E Price/Sales</th> <th>LT Growth Rate*</th> <th>Market Value (bil)</th> <th>Comment</th> </tr> </thead> <tbody> <tr> <td>Amedysis / AMED</td> <td>$185.15</td> <td>-37%</td> <td>30.2</td> <td>2.7</td> <td>27.7</td> <td>2.4</td> <td>10.5%</td> <td>$6.3</td> <td>Leader in home health care</td> </tr> <tr> <td>Amyris / AMRS</td> <td>13.64</td> <td>121</td> <td>NM</td> <td>10.4</td> <td>NM</td> <td>9.7</td> <td>NA</td> <td>4.1</td> <td>Leading company in synthetic biology</td> </tr> <tr> <td>Booz Allen Hamilton Holding / BAH</td> <td>81.73</td> <td>-6</td> <td>19.4</td> <td>1.3</td> <td>17.7</td> <td>1.2</td> <td>8.6</td> <td>11.0</td> <td>Defense-department consultant</td> </tr> <tr> <td>J.B. Hunt Transport Services / JBHT</td> <td>172.76</td> <td>26</td> <td>25.8</td> <td>1.5</td> <td>22.2</td> <td>1.4</td> <td>18.4</td> <td>18.2</td> <td>Strong in intermodal freight</td> </tr> <tr> <td>Marriott Vacations Worldwide / VAC</td> <td>147.15</td> <td>7</td> <td>40.9</td> <td>1.6</td> <td>15.7</td> <td>1.4</td> <td>NA</td> <td>6.3</td> <td>Top company in vacation timeshares</td> </tr> <tr> <td>SiteOne Landscape Supply / SITE</td> <td>197.10</td> <td>24</td> <td>45.7</td> <td>2.6</td> <td>43.5</td> <td>2.5</td> <td>19.3</td> <td>8.8</td> <td>Big supplier of landscaping supplies</td> </tr> <tr> <td>Staar Surgical / STAA</td> <td>138.19</td> <td>74</td> <td>192.3</td> <td>28.6</td> <td>140.8</td> <td>22.5</td> <td>30.0</td> <td>6.6</td> <td>Maker of implantable lens for myopia</td> </tr> <tr> <td>Stitch Fix / SFIX</td> <td>44.38</td> <td>-24</td> <td>NM</td> <td>1.9</td> <td>1890.3</td> <td>1.7</td> <td>30.0</td> <td>4.8</td> <td>Data-driven subscription clothing firm</td> </tr> <tr> <td>Trex / TREX</td> <td>105.94</td> <td>27</td> <td>51.9</td> <td>10.5</td> <td>43.6</td> <td>9.3</td> <td>18.8</td> <td>12.2</td> <td>Top maker of synthetic wood decking</td> </tr> <tr> <td>Upwork / UPWK</td> <td>44.31</td> <td>28</td> <td>NM</td> <td>11.4</td> <td>556.8</td> <td>9.2</td> <td>NA</td> <td>5.7</td> <td>Online clearinghouse for free-lancers</td> </tr> </tbody> </table> E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p><p><blockquote><table><thead><tr><th>公司/股票代码</th><th>近期价格</th><th>年初至今变化</th><th>2021年预计市盈率</th><th>2021E价格/销售额</th><th>2022年预计市盈率</th><th>2022E价格/销售额</th><th>LT增长率*</th><th>市值(bil)</th><th>评论</th></tr></thead><tbody><tr><td>Amedysis/AMED</td><td>$185.15</td><td>-37%</td><td>30.2</td><td>2.7</td><td>27.7</td><td>2.4</td><td>10.5%</td><td>$6.3</td><td>家庭医疗保健领域的领导者</td></tr><tr><td>Amyris/AMRS</td><td>13.64</td><td>121</td><td>NM</td><td>10.4</td><td>NM</td><td>9.7</td><td>NA</td><td>4.1</td><td>合成生物学领域的领先公司</td></tr><tr><td>博思艾伦控股/BAH</td><td>81.73</td><td>-6</td><td>19.4</td><td>1.3</td><td>17.7</td><td>1.2</td><td>8.6</td><td>11.0</td><td>国防部顾问</td></tr><tr><td>J.B.亨特运输服务/JBHT</td><td>172.76</td><td>26</td><td>25.8</td><td>1.5</td><td>22.2</td><td>1.4</td><td>18.4</td><td>18.2</td><td>多式联运货运实力强劲</td></tr><tr><td>万豪度假全球/VAC</td><td>147.15</td><td>7</td><td>40.9</td><td>1.6</td><td>15.7</td><td>1.4</td><td>NA</td><td>6.3</td><td>度假分时度假顶级公司</td></tr><tr><td>SiteOne景观供应/站点</td><td>197.10</td><td>24</td><td>45.7</td><td>2.6</td><td>43.5</td><td>2.5</td><td>19.3</td><td>8.8</td><td>园林绿化用品大供应商</td></tr><tr><td>Staar外科/STAA</td><td>138.19</td><td>74</td><td>192.3</td><td>28.6</td><td>140.8</td><td>22.5</td><td>30.0</td><td>6.6</td><td>近视植入式镜片制造商</td></tr><tr><td>缝合固定/SFIX</td><td>44.38</td><td>-24</td><td>NM</td><td>1.9</td><td>1890.3</td><td>1.7</td><td>30.0</td><td>4.8</td><td>数据驱动的订阅服装公司</td></tr><tr><td>Trex/Trex</td><td>105.94</td><td>27</td><td>51.9</td><td>10.5</td><td>43.6</td><td>9.3</td><td>18.8</td><td>12.2</td><td>顶级合成木地板制造商</td></tr><tr><td>Upwork/UPWK</td><td>44.31</td><td>28</td><td>NM</td><td>11.4</td><td>556.8</td><td>9.2</td><td>NA</td><td>5.7</td><td>自由职业者在线信息交换所</td></tr></tbody></table>E=估计值。BAH预估适用于截至2022年3月和3月23日的财年。SFIX预估为截至2022年7月和2023年7月的财年。NM=无意义。NA=不可用。*公司未来3-5年可维持的年度每股收益增长。</blockquote></p><p> Source: FactSet</p><p><blockquote>来源:FactSet</blockquote></p><p> Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p><p><blockquote>Amedisys(AMED)是一家家庭医疗保健和临终关怀服务提供商,业务仍然分散,业务遍及全国。</blockquote></p><p></p><p> “There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p><p><blockquote>哥伦比亚小盘成长基金经理丹·科尔预测,“该行业将会出现大规模整合”。“医疗保健正在向家庭转移。”</blockquote></p><p> Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p><p><blockquote>Amedisys的股价在过去十年中上涨了十倍多。但该公司最近以与新冠疫情相关的人员配备和成本问题(主要是收购的临终关怀业务)为由,下调了2021年财务指引,股价约为185美元,下跌了近30%。2021年盈利预期目前为每股6.13美元,低于近7美元。该股的交易价格是2021年预计利润的30倍。科尔表示,该公司仍有能力实现每股收益10%的年增长。</blockquote></p><p> Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p><p><blockquote>Amyris(AMRS)是合成生物学领域的领导者。它的粉丝们说,它的机会是以一种环保的方式取代一系列现在由石化产品、动物和植物制成的产品。</blockquote></p><p> Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p><p><blockquote>Amyris使用基因改造的酵母和甘蔗生产角鲨烷等产品,这是一种以前由鲨鱼肝制成的高端保湿剂;香草醛,香草的调味料;和通常来源于植物的无热量甜味剂。该股交易价格约为13美元。</blockquote></p><p> <i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p><p><blockquote><i>巴伦周刊</i>7月份对该公司进行了好评。Amyris预计,在其消费品牌的推动下,到2025年销售额将达到20亿美元,高于今年预计的4亿美元。</blockquote></p><p> “The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p><p><blockquote>拥有Amyris股票的Pinnacle Associates的投资组合经理兰迪·巴伦(Randy Baron)表示:“世界需要清洁化学,而Amyris是创造清洁化学的关键。”他认为到2022年底它们可能会达到75美元。</blockquote></p><p> Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p><p><blockquote>博思艾伦控股公司(BAH)是国防部和其他机构的重要顾问。美国政府最近一财年的收入占其收入的97%。多年来,博思艾伦通过提供网络安全等一系列服务与政府建立了牢固的关系。其股价约为81美元,收益率为1.8%。</blockquote></p><p> “It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p><p><blockquote>T.Rowe Price New Horizons基金经理乔什·斯宾塞(Josh Spencer)表示:“它建立了强大的、类似伙伴关系的文化,并拥有长期稳定增长的记录。”他认为博思艾伦有能力实现9%至10%的收入年增长率和15%至16%的盈利年增长率,与其历史表现一致。由于担心军费开支更加克制,该股较100美元的峰值下跌了20%。斯宾塞将回调视为买入机会,该股的市盈率不到20倍。</blockquote></p><p> J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p><p><blockquote>J.B.亨特运输服务公司(JBHT)是多式联运货运领域的领导者,该领域涉及卡车在铁路线上的省油运输。它是最成功的卡车运输公司之一。其股价在过去20年中上涨了30倍,最近达到173美元。“它拥有令人难以置信的特许经营权,”Durable Capital Partners首席投资官、《巴伦周刊》圆桌会议成员亨利·埃伦博根(Henry Ellenbogen)表示。</blockquote></p><p> J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p><p><blockquote>J.B.他指出,亨特与伯灵顿北圣达菲铁路公司的关系使其在多式联运货运领域拥有强大的地位。J.B.亨特的业务也在不断增长,接管了小公司的卡车运输业务。它还参与数字货运经纪业务——为卡车司机和航运客户牵线搭桥。</blockquote></p><p> Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p><p><blockquote>Ellenbogen表示,考虑到盈利年增长率为十几岁左右,该股2022年预计利润的22倍是合理的。</blockquote></p><p> Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p><p><blockquote>万豪度假全球(VAC)是分时度假行业的顶级公司之一。它拥有700,000名业主,拥有富有弹性的商业模式,从费用中获得可观的收入,并且比同行更多地接触夏威夷和佛罗里达州奥兰多等地的豪华房产。</blockquote></p><p> “It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p><p><blockquote>Baron Focused Growth基金经理David Baron表示:“它拥有最好的客户群、最高的支出和无可挑剔的资产负债表。”他补充道,万豪度假公司的股价最近约为145美元,应该会在今年晚些时候恢复股息。</blockquote></p><p> The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p><p><blockquote>Baron认为,根据2022年的预测,该股的自由现金流收益率为11%,价格低廉。他表示,该股自2018年以来几乎没有变化,未来几年可能为股东带来20%的年回报率。</blockquote></p><p> SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p><p><blockquote>SiteOne Landscape Supply(SITE)是该国最大的景观美化产品供应商,鉴于其在高度分散的行业中仅占13%的市场份额,因此有充足的扩张机会。</blockquote></p><p> “It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p><p><blockquote>哥伦比亚大学的科尔表示:“它正在有机增长,并且有很多收购机会。”他认为该公司的年收入有能力增长10%至15%。</blockquote></p><p> The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p><p><blockquote>该股股价约为197美元,估值很高,交易价格是2022年预计每股收益4.54美元的43倍。</blockquote></p><p> Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p><p><blockquote>Staar外科公司(STAA)开发了一种可植入晶状体来矫正近视(近视)。鉴于全球视力问题的发病率不断上升,这解决了一个潜在的巨大市场。该公司预计,这款镜片已在欧洲和亚洲上市至少五年,将于第四季度进入美国市场,等待美国食品和药物管理局的批准。</blockquote></p><p></p><p> “It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p><p><blockquote>Baillie Gifford全球经理道格·布罗迪(Doug Brodie)表示:“它的销量可能会很大。它还处于起步阶段,基本上没有竞争。”</blockquote></p><p> Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p><p><blockquote>双眼的晶状体可以在不到一个小时内植入,而且不需要移除天然晶状体。在美国,每个镜片的批发成本可能在1000美元左右。</blockquote></p><p> At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p><p><blockquote>Staar股价最近为138美元,其估值超过2022年预计销售额的20倍,是2022年预计收益的140倍。但市场机会是巨大的:到2050年,全球约有50亿人可能患有近视。</blockquote></p><p> Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p><p><blockquote>Stitch Fix(SFIX)开发了服装、鞋子和其他配饰的订阅服务,拥有超过400万客户。</blockquote></p><p> “This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p><p><blockquote>“这可能是未来的诺德斯特龙,”Stitch Fix持有者Marathon Partners Equity Management首席投资官马里奥·西贝利(Mario Cibelli)表示。“这是一个潜在的巨大市场,没有人以同样的方式解决这个问题。”Stitch Fix利用6000名个人造型师和大量数据,试图确定订户的品味,以产生高满意度,并限制每隔一段时间发送并由订户决定的包裹的回报。</blockquote></p><p> Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p><p><blockquote>由于投资者对潜在客户流失和业务最终盈利能力的担忧,其股价约为44美元,较今年早些时候的水平下跌了60%。</blockquote></p><p> Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p><p><blockquote>然而,Cibelli预计收入每年将增长20%以上,在当前美国和英国市场之外还有机会,并且在两到三年内业务可能会非常有利可图。</blockquote></p><p> Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p><p><blockquote>Trex(TREX)是甲板高端木材替代品的顶级生产商,其95%来自回收材料,使其成为一种环保的住房。该股股价为105美元,是2022年预计市盈率的43倍。</blockquote></p><p> T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p><p><blockquote>T.Rowe Price的Spencer认为Trex物有所值,因为他认为它可以产生15%至20%的可持续年收入增长。预计2022年盈利将增长约20%,并在接下来的几年中以类似的速度增长。“如果你把时间拨快三年,它看起来并没有那么贵,”他说。</blockquote></p><p> Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p><p><blockquote>Upwork(UPWK)是一个面向自由职业者的在线市场,受到Baillie Gifford的Brodie的青睐,他表示,它可以让企业更好地接受自由职业者。</blockquote></p><p> The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p><p><blockquote>该股最近约为44美元,并不便宜。Upwork的估值为57亿美元,是今年预计销售额近5亿美元的10倍以上。它的运营略有亏损。</blockquote></p><p> The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p><p><blockquote>投资案例是关于快速销售增长带来丰厚收益。预计今年销售额将增长30%以上,2022年将增长25%。</blockquote></p><p> “Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p><p><blockquote>“自由职业者更容易被中小型企业接受,但大型企业的人力资源部门却不喜欢他们,”布罗迪说。Upwork旨在通过审查自由职业者和提供数千种技能来改变这种看法。“Upwork可以成为越来越多企业级合作伙伴值得信赖的合作伙伴,”他说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">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":{"AMRS":"阿米瑞斯","AMED":"阿米斯医疗","UPWK":"Upwork Inc.","VAC":"万豪度假环球","TREX":"Trex Co Inc","STAA":"STAAR Surgical Company","SITE":"SiteOne Landscape Supply, Inc.","BAH":"博思艾伦咨询公司","JBHT":"JB Hunt运输服务","SFIX":"Stitch Fix Inc."},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"SITE":0.9,"AMED":0.9,"SFIX":0.9,"JBHT":0.9,"AMRS":0.9,"BAH":0.9,"TREX":0.9,"UPWK":0.9,"STAA":0.9,"VAC":0.9}},"isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800027007,"gmtCreate":1627267216309,"gmtModify":1633766693871,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/800027007","repostId":"1155481582","repostType":4,"repost":{"id":"1155481582","kind":"news","pubTimestamp":1627266963,"share":"https://www.laohu8.com/m/news/1155481582?lang=zh_CN&edition=full","pubTime":"2021-07-26 10:36","market":"us","language":"en","title":"The Delta variant is another massive headache for the Fed<blockquote>德尔塔变异毒株是美联储另一个头疼的问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1155481582","media":"CNN","summary":"New York The Federal Reserve was already keeping a close eye on rising prices. Now it has to contend with the Delta coronavirus variant.The highly contagious Delta variant of Covid-19 is racing across the globe, causing a shortage of workers in the United Kingdom and heaping stress on the battered global travel industry. Delta now makes up 83% of sequenced samples in the United States.Fears about potential damage from the variant briefly spooked investors last week, sparking a sharp decline in s","content":"<p>New York (CNN Business)The Federal Reserve was already keeping a close eye on rising prices. Now it has to contend with the Delta coronavirus variant.</p><p><blockquote>纽约(CNN商业)美联储已经在密切关注物价上涨。现在它必须与德尔塔新冠病毒变异毒株抗衡。</blockquote></p><p> The highly contagious Delta variant of Covid-19 is racing across the globe, causing a shortage of workers in the United Kingdom and heaping stress on the battered global travel industry. Delta now makes up 83% of sequenced samples in the United States.</p><p><blockquote>具有高度传染性的Covid-19德尔塔变异毒株正在全球蔓延,导致英国工人短缺,并给遭受重创的全球旅游业带来压力。Delta现在占美国测序样本的83%。</blockquote></p><p> Fears about potential damage from the variant briefly spooked investors last week, sparking a sharp decline in stock prices on Monday. Investors were already worried about inflation, which could force the US central bank to pull back its support for the economy sooner than expected.</p><p><blockquote>上周,对该变种潜在损害的担忧曾短暂吓坏了投资者,引发周一股价大幅下跌。投资者已经担心通胀,这可能迫使美联储比预期更快地撤回对经济的支持。</blockquote></p><p> On Wednesday, we'll hear if concerns about Delta have also infiltrated the Federal Reserve's Open Market Committee. The Federal Reserve will give its monetary policy update at 2:00 p.m. ET, followed by a press conference with Chair Jerome Powell at 2:30 p.m. ET.</p><p><blockquote>周三,我们将听到对达美航空的担忧是否也渗透到美联储公开市场委员会。美联储将于下午2:00发布货币政策更新。美国东部时间,随后于下午2:30与主席杰罗姆·鲍威尔举行新闻发布会。等。</blockquote></p><p> The central bank is not expected to make any policy changes. Instead, investors will be listening for clues about the strength of the economic recovery, and how the Federal Reserve is thinking about the future of its stimulus programs.</p><p><blockquote>预计央行不会做出任何政策改变。相反,投资者将倾听有关经济复苏力度的线索,以及美联储如何考虑其刺激计划的未来。</blockquote></p><p> What policymakers think about inflation is crucial. The US consumer price index jumped 0.9% in June, the largest one-month increase in 13 years. Over the last 12 months, prices rose 5.4%, the biggest jump in annual inflation in nearly 13 years.</p><p><blockquote>政策制定者对通胀的看法至关重要。美国6月份消费者价格指数跃升0.9%,创13年来最大单月涨幅。过去12个月,物价上涨了5.4%,这是近13年来年度通胀率的最大涨幅。</blockquote></p><p> Powell has consistently said that he expects inflation to moderate. But pressure on the central bank is growing, with some economists arguing that the Fed should start tapering its bond purchases later this year in preparation for interest rate hikes that would help get price rises under control.</p><p><blockquote>鲍威尔一直表示,他预计通胀将放缓。但美联储面临的压力越来越大,一些经济学家认为,美联储应该在今年晚些时候开始缩减债券购买规模,为加息做准备,这将有助于控制物价上涨。</blockquote></p><p> Delta makes these decisions even harder.</p><p><blockquote>达美航空让这些决定变得更加困难。</blockquote></p><p> Another surge in coronavirus cases could prevent battered supply chains from getting back to normal, which would in turn keep the pressure up on prices. At the same time, Delta could knock some wind out of the recovery, leading to lower demand and reducing pressure on prices, too.</p><p><blockquote>冠状病毒病例的再次激增可能会阻止遭受重创的供应链恢复正常,这反过来又会给价格带来压力。与此同时,达美航空可能会阻碍复苏,导致需求下降并减轻价格压力。</blockquote></p><p> In the United Kingdom, where Delta is driving a sharp increase in coronavirus cases, there is already some evidence of the former. Supermarkets in some areas ran out of select products last week, and some gas stations ran dry after hundreds of thousands of workers were forced to isolate because of the virus.</p><p><blockquote>在英国,达美航空正在推动冠状病毒病例急剧增加,已经有一些前者的证据。上周,一些地区的超市部分产品缺货,数十万工人因病毒被迫隔离后,一些加油站也干涸了。</blockquote></p><p> \"The Delta variant could cause other developed economies, and China, to shut down again. That could snarl already fractured supply chains, putting another drag on economic growth,\" said Dan North, senior economist at the insurer Euler Hermes.</p><p><blockquote>保险公司Euler Hermes的高级经济学家Dan North表示:“德尔塔变异毒株可能导致其他发达经济体和中国再次关闭。这可能会扰乱已经断裂的供应链,再次拖累经济增长。”</blockquote></p><p> In short, the variant has brought more uncertainty.</p><p><blockquote>总之,变种带来了更多的不确定性。</blockquote></p><p> Some economists believe it will only affect a handful of industries in the United States, where widespread lockdown restrictions are unlikely to be imposed again. Others worry that Delta could delay the restart of in-person schooling and therefore derail the jobs recovery.</p><p><blockquote>一些经济学家认为,这只会影响美国的少数行业,美国不太可能再次实施大范围的封锁限制。其他人担心达美航空可能会推迟面授教育的重启,从而破坏就业复苏。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Delta variant is another massive headache for the Fed<blockquote>德尔塔变异毒株是美联储另一个头疼的问题</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 Delta variant is another massive headache for the Fed<blockquote>德尔塔变异毒株是美联储另一个头疼的问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-26 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p>New York (CNN Business)The Federal Reserve was already keeping a close eye on rising prices. Now it has to contend with the Delta coronavirus variant.</p><p><blockquote>纽约(CNN商业)美联储已经在密切关注物价上涨。现在它必须与德尔塔新冠病毒变异毒株抗衡。</blockquote></p><p> The highly contagious Delta variant of Covid-19 is racing across the globe, causing a shortage of workers in the United Kingdom and heaping stress on the battered global travel industry. Delta now makes up 83% of sequenced samples in the United States.</p><p><blockquote>具有高度传染性的Covid-19德尔塔变异毒株正在全球蔓延,导致英国工人短缺,并给遭受重创的全球旅游业带来压力。Delta现在占美国测序样本的83%。</blockquote></p><p> Fears about potential damage from the variant briefly spooked investors last week, sparking a sharp decline in stock prices on Monday. Investors were already worried about inflation, which could force the US central bank to pull back its support for the economy sooner than expected.</p><p><blockquote>上周,对该变种潜在损害的担忧曾短暂吓坏了投资者,引发周一股价大幅下跌。投资者已经担心通胀,这可能迫使美联储比预期更快地撤回对经济的支持。</blockquote></p><p> On Wednesday, we'll hear if concerns about Delta have also infiltrated the Federal Reserve's Open Market Committee. The Federal Reserve will give its monetary policy update at 2:00 p.m. ET, followed by a press conference with Chair Jerome Powell at 2:30 p.m. ET.</p><p><blockquote>周三,我们将听到对达美航空的担忧是否也渗透到美联储公开市场委员会。美联储将于下午2:00发布货币政策更新。美国东部时间,随后于下午2:30与主席杰罗姆·鲍威尔举行新闻发布会。等。</blockquote></p><p> The central bank is not expected to make any policy changes. Instead, investors will be listening for clues about the strength of the economic recovery, and how the Federal Reserve is thinking about the future of its stimulus programs.</p><p><blockquote>预计央行不会做出任何政策改变。相反,投资者将倾听有关经济复苏力度的线索,以及美联储如何考虑其刺激计划的未来。</blockquote></p><p> What policymakers think about inflation is crucial. The US consumer price index jumped 0.9% in June, the largest one-month increase in 13 years. Over the last 12 months, prices rose 5.4%, the biggest jump in annual inflation in nearly 13 years.</p><p><blockquote>政策制定者对通胀的看法至关重要。美国6月份消费者价格指数跃升0.9%,创13年来最大单月涨幅。过去12个月,物价上涨了5.4%,这是近13年来年度通胀率的最大涨幅。</blockquote></p><p> Powell has consistently said that he expects inflation to moderate. But pressure on the central bank is growing, with some economists arguing that the Fed should start tapering its bond purchases later this year in preparation for interest rate hikes that would help get price rises under control.</p><p><blockquote>鲍威尔一直表示,他预计通胀将放缓。但美联储面临的压力越来越大,一些经济学家认为,美联储应该在今年晚些时候开始缩减债券购买规模,为加息做准备,这将有助于控制物价上涨。</blockquote></p><p> Delta makes these decisions even harder.</p><p><blockquote>达美航空让这些决定变得更加困难。</blockquote></p><p> Another surge in coronavirus cases could prevent battered supply chains from getting back to normal, which would in turn keep the pressure up on prices. At the same time, Delta could knock some wind out of the recovery, leading to lower demand and reducing pressure on prices, too.</p><p><blockquote>冠状病毒病例的再次激增可能会阻止遭受重创的供应链恢复正常,这反过来又会给价格带来压力。与此同时,达美航空可能会阻碍复苏,导致需求下降并减轻价格压力。</blockquote></p><p> In the United Kingdom, where Delta is driving a sharp increase in coronavirus cases, there is already some evidence of the former. Supermarkets in some areas ran out of select products last week, and some gas stations ran dry after hundreds of thousands of workers were forced to isolate because of the virus.</p><p><blockquote>在英国,达美航空正在推动冠状病毒病例急剧增加,已经有一些前者的证据。上周,一些地区的超市部分产品缺货,数十万工人因病毒被迫隔离后,一些加油站也干涸了。</blockquote></p><p> \"The Delta variant could cause other developed economies, and China, to shut down again. That could snarl already fractured supply chains, putting another drag on economic growth,\" said Dan North, senior economist at the insurer Euler Hermes.</p><p><blockquote>保险公司Euler Hermes的高级经济学家Dan North表示:“德尔塔变异毒株可能导致其他发达经济体和中国再次关闭。这可能会扰乱已经断裂的供应链,再次拖累经济增长。”</blockquote></p><p> In short, the variant has brought more uncertainty.</p><p><blockquote>总之,变种带来了更多的不确定性。</blockquote></p><p> Some economists believe it will only affect a handful of industries in the United States, where widespread lockdown restrictions are unlikely to be imposed again. Others worry that Delta could delay the restart of in-person schooling and therefore derail the jobs recovery.</p><p><blockquote>一些经济学家认为,这只会影响美国的少数行业,美国不太可能再次实施大范围的封锁限制。其他人担心达美航空可能会推迟面授教育的重启,从而破坏就业复苏。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://edition.cnn.com/2021/07/25/business/stocks-week-ahead/index.html\">CNN</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://edition.cnn.com/2021/07/25/business/stocks-week-ahead/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155481582","content_text":"New York (CNN Business)The Federal Reserve was already keeping a close eye on rising prices. Now it has to contend with the Delta coronavirus variant.\nThe highly contagious Delta variant of Covid-19 is racing across the globe, causing a shortage of workers in the United Kingdom and heaping stress on the battered global travel industry. Delta now makes up 83% of sequenced samples in the United States.\nFears about potential damage from the variant briefly spooked investors last week, sparking a sharp decline in stock prices on Monday. Investors were already worried about inflation, which could force the US central bank to pull back its support for the economy sooner than expected.\nOn Wednesday, we'll hear if concerns about Delta have also infiltrated the Federal Reserve's Open Market Committee. The Federal Reserve will give its monetary policy update at 2:00 p.m. ET, followed by a press conference with Chair Jerome Powell at 2:30 p.m. ET.\nThe central bank is not expected to make any policy changes. Instead, investors will be listening for clues about the strength of the economic recovery, and how the Federal Reserve is thinking about the future of its stimulus programs.\nWhat policymakers think about inflation is crucial. The US consumer price index jumped 0.9% in June, the largest one-month increase in 13 years. Over the last 12 months, prices rose 5.4%, the biggest jump in annual inflation in nearly 13 years.\nPowell has consistently said that he expects inflation to moderate. But pressure on the central bank is growing, with some economists arguing that the Fed should start tapering its bond purchases later this year in preparation for interest rate hikes that would help get price rises under control.\nDelta makes these decisions even harder.\nAnother surge in coronavirus cases could prevent battered supply chains from getting back to normal, which would in turn keep the pressure up on prices. At the same time, Delta could knock some wind out of the recovery, leading to lower demand and reducing pressure on prices, too.\nIn the United Kingdom, where Delta is driving a sharp increase in coronavirus cases, there is already some evidence of the former. Supermarkets in some areas ran out of select products last week, and some gas stations ran dry after hundreds of thousands of workers were forced to isolate because of the virus.\n\"The Delta variant could cause other developed economies, and China, to shut down again. That could snarl already fractured supply chains, putting another drag on economic growth,\" said Dan North, senior economist at the insurer Euler Hermes.\nIn short, the variant has brought more uncertainty.\nSome economists believe it will only affect a handful of industries in the United States, where widespread lockdown restrictions are unlikely to be imposed again. Others worry that Delta could delay the restart of in-person schooling and therefore derail the jobs recovery.","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":175314372,"gmtCreate":1627006856496,"gmtModify":1633768834976,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/175314372","repostId":"2153677074","repostType":4,"repost":{"id":"2153677074","kind":"highlight","weMediaInfo":{"introduction":"The leading daily newsletter for the latest financial and business news. 33Yrs Helping Stock Investors with Investing Insights, Tools, News & More.","home_visible":0,"media_name":"Investors","id":"1085713068","head_image":"https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c"},"pubTimestamp":1627005565,"share":"https://www.laohu8.com/m/news/2153677074?lang=zh_CN&edition=full","pubTime":"2021-07-23 09:59","market":"us","language":"en","title":"Hot EV Startup Rivian Plans A Second Factory Ahead Of IPO<blockquote>热门电动汽车初创公司Rivian计划在IPO前建立第二家工厂</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153677074","media":"Investors","summary":"Hot EV startup Rivian, backed by Amazon and Ford, plans a second assembly plant ahead of an IPO.","content":"<p>Hot EV startup Rivian, backed by <b>Amazon</b> and <b>Ford</b>, plans a second assembly plant ahead of an IPO. Most EV stocks traded lower.</p><p><blockquote>热门电动汽车初创公司Rivian,由<b>亚马逊</b>和<b>福特</b>,计划在首次公开募股之前建立第二家装配厂。大多数电动汽车股票走低。</blockquote></p><p> In addition to electric vehicles, Rivian Automotive's second factory in the U.S. will build battery cells, sources told Reuters.</p><p><blockquote>消息人士告诉路透社,除了电动汽车外,Rivian汽车在美国的第二家工厂还将生产电池。</blockquote></p><p> \"While it's early in an evolving process, Rivian is exploring locations for a second U.S. manufacturing facility,\" Rivian spokeswoman Amy Mast told Reuters on Thursday, without providing further details.</p><p><blockquote>Rivian发言人Amy Mast周四对路透社表示:“虽然还处于发展过程的早期,但Rivian正在探索第二家美国制造工厂的地点。”但没有提供更多细节。</blockquote></p><p> Multiple U.S. states have bid for the plant, which will be announced in a couple of months and with a groundbreaking early next year, the sources said. Documents refer to it as \"Project Tera.\"</p><p><blockquote>消息人士称,美国多个州已竞标该工厂,该工厂将在几个月内宣布,并于明年初破土动工。文件将其称为“Tera项目”。</blockquote></p><p> Rivian's making 100,000 electric vans for last-mile deliveries for e-commerce giant Amazon.</p><p><blockquote>Rivian正在为电子商务巨头亚马逊制造10万辆电动货车,用于最后一英里送货。</blockquote></p><p> Its highly anticipated electric trucks and SUVs suffered delays in recent weeks. The launch of Rivian's R1T, a challenger to the upcoming <b>Tesla</b> Cybertruck, was pushed back from July to September. The R1S was delayed to the fall.</p><p><blockquote>最近几周,其备受期待的电动卡车和SUV遭遇了延误。Rivian R1T的推出,即将推出的挑战者<b>特斯拉</b>Cybertruck,从7月推迟到9月。R1S被推迟到秋天。</blockquote></p><p> But Rivian got a boost July 20 when its forthcoming R1S SUV ferried Amazon CEO Jeff Bezos and other crew members during their recent flight into space aboard Blue Origin's rocket, while a number of its R1T trucks were also at the landing site.</p><p><blockquote>但Rivian在7月20日得到了提振,当时其即将推出的R1S SUV运送了亚马逊首席执行官杰夫·贝索斯和其他机组人员最近乘坐蓝色起源的火箭进入太空,而其多辆R1T卡车也在着陆点。</blockquote></p><p> <h2>EV Stocks</h2> Amazon stock added 1.2% on the stock market today. Shares of <b>General Motors</b> and Ford both lost around 2% Thursday.</p><p><blockquote><h2>电动汽车股票</h2>亚马逊股价今天在股市上上涨1.2%。本公司之股份<b>通用汽车</b>和福特周四均下跌约2%。</blockquote></p><p> Among EV stocks, <b>Nio</b> and <b>Xpeng</b> each lost about 0.9%. U.S. startups <b>Fisker</b> fell 1.2%, and <b>Canoo</b> dropped 1.8%.</p><p><blockquote>在电动汽车股票中,<b>蔚来</b>和<b>小鹏</b>各下跌约0.9%。美国创业公司<b>菲斯克</b>下跌1.2%,以及<b>独木舟</b>下跌1.8%。</blockquote></p><p> Tesla, an IBD Leaderboard stock, eased 0.9% to 649.60, below a 675 buy point but still above its 10-week line, according to MarketSmith chart analysis.</p><p><blockquote>根据MarketSmith图表分析,IBD排行榜股票特斯拉下跌0.9%,至649.60点,低于675点买入点,但仍高于10周线。</blockquote></p><p> In Amazon, Rivian has a deep-pocketed investor. For other carmakers, the cost of new vehicle assembly and battery cell plants can be prohibitive, running into billions of dollars.</p><p><blockquote>在亚马逊,Rivian有一个财力雄厚的投资者。对于其他汽车制造商来说,新车组装和电池工厂的成本可能高得令人望而却步,高达数十亿美元。</blockquote></p><p> That's led automakers, including GM and Ford, to partner or set up joint ventures with battery manufacturers. Both carmakers have embraced a major shift to electric vehicles, while GM could ditch gas and diesel cars by the middle of next decade.</p><p><blockquote>这导致包括通用汽车和福特在内的汽车制造商与电池制造商合作或成立合资企业。两家汽车制造商都接受了向电动汽车的重大转变,而通用汽车可能会在下一个十年中期放弃汽油和柴油汽车。</blockquote></p><p> California-based Rivian could seek a $50 billion-$70 billion valuation for its planned initial public offering in September or as late as next year, reports said.</p><p><blockquote>报道称,总部位于加州的Rivian可能会为其计划于9月或最晚明年进行的首次公开募股寻求500亿至700亿美元的估值。</blockquote></p><p> That could be the biggest IPO ever for an EV stock, with the value possibly topping investor Ford's.</p><p><blockquote>这可能是电动汽车股票有史以来最大的IPO,其价值可能超过投资者福特。</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>Hot EV Startup Rivian Plans A Second Factory Ahead Of IPO<blockquote>热门电动汽车初创公司Rivian计划在IPO前建立第二家工厂</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\">\nHot EV Startup Rivian Plans A Second Factory Ahead Of IPO<blockquote>热门电动汽车初创公司Rivian计划在IPO前建立第二家工厂</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/608dd68a89ed486e18f64efe3136266c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Investors </p>\n<p class=\"h-time smaller\">2021-07-23 09:59</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Hot EV startup Rivian, backed by <b>Amazon</b> and <b>Ford</b>, plans a second assembly plant ahead of an IPO. Most EV stocks traded lower.</p><p><blockquote>热门电动汽车初创公司Rivian,由<b>亚马逊</b>和<b>福特</b>,计划在首次公开募股之前建立第二家装配厂。大多数电动汽车股票走低。</blockquote></p><p> In addition to electric vehicles, Rivian Automotive's second factory in the U.S. will build battery cells, sources told Reuters.</p><p><blockquote>消息人士告诉路透社,除了电动汽车外,Rivian汽车在美国的第二家工厂还将生产电池。</blockquote></p><p> \"While it's early in an evolving process, Rivian is exploring locations for a second U.S. manufacturing facility,\" Rivian spokeswoman Amy Mast told Reuters on Thursday, without providing further details.</p><p><blockquote>Rivian发言人Amy Mast周四对路透社表示:“虽然还处于发展过程的早期,但Rivian正在探索第二家美国制造工厂的地点。”但没有提供更多细节。</blockquote></p><p> Multiple U.S. states have bid for the plant, which will be announced in a couple of months and with a groundbreaking early next year, the sources said. Documents refer to it as \"Project Tera.\"</p><p><blockquote>消息人士称,美国多个州已竞标该工厂,该工厂将在几个月内宣布,并于明年初破土动工。文件将其称为“Tera项目”。</blockquote></p><p> Rivian's making 100,000 electric vans for last-mile deliveries for e-commerce giant Amazon.</p><p><blockquote>Rivian正在为电子商务巨头亚马逊制造10万辆电动货车,用于最后一英里送货。</blockquote></p><p> Its highly anticipated electric trucks and SUVs suffered delays in recent weeks. The launch of Rivian's R1T, a challenger to the upcoming <b>Tesla</b> Cybertruck, was pushed back from July to September. The R1S was delayed to the fall.</p><p><blockquote>最近几周,其备受期待的电动卡车和SUV遭遇了延误。Rivian R1T的推出,即将推出的挑战者<b>特斯拉</b>Cybertruck,从7月推迟到9月。R1S被推迟到秋天。</blockquote></p><p> But Rivian got a boost July 20 when its forthcoming R1S SUV ferried Amazon CEO Jeff Bezos and other crew members during their recent flight into space aboard Blue Origin's rocket, while a number of its R1T trucks were also at the landing site.</p><p><blockquote>但Rivian在7月20日得到了提振,当时其即将推出的R1S SUV运送了亚马逊首席执行官杰夫·贝索斯和其他机组人员最近乘坐蓝色起源的火箭进入太空,而其多辆R1T卡车也在着陆点。</blockquote></p><p> <h2>EV Stocks</h2> Amazon stock added 1.2% on the stock market today. Shares of <b>General Motors</b> and Ford both lost around 2% Thursday.</p><p><blockquote><h2>电动汽车股票</h2>亚马逊股价今天在股市上上涨1.2%。本公司之股份<b>通用汽车</b>和福特周四均下跌约2%。</blockquote></p><p> Among EV stocks, <b>Nio</b> and <b>Xpeng</b> each lost about 0.9%. U.S. startups <b>Fisker</b> fell 1.2%, and <b>Canoo</b> dropped 1.8%.</p><p><blockquote>在电动汽车股票中,<b>蔚来</b>和<b>小鹏</b>各下跌约0.9%。美国创业公司<b>菲斯克</b>下跌1.2%,以及<b>独木舟</b>下跌1.8%。</blockquote></p><p> Tesla, an IBD Leaderboard stock, eased 0.9% to 649.60, below a 675 buy point but still above its 10-week line, according to MarketSmith chart analysis.</p><p><blockquote>根据MarketSmith图表分析,IBD排行榜股票特斯拉下跌0.9%,至649.60点,低于675点买入点,但仍高于10周线。</blockquote></p><p> In Amazon, Rivian has a deep-pocketed investor. For other carmakers, the cost of new vehicle assembly and battery cell plants can be prohibitive, running into billions of dollars.</p><p><blockquote>在亚马逊,Rivian有一个财力雄厚的投资者。对于其他汽车制造商来说,新车组装和电池工厂的成本可能高得令人望而却步,高达数十亿美元。</blockquote></p><p> That's led automakers, including GM and Ford, to partner or set up joint ventures with battery manufacturers. Both carmakers have embraced a major shift to electric vehicles, while GM could ditch gas and diesel cars by the middle of next decade.</p><p><blockquote>这导致包括通用汽车和福特在内的汽车制造商与电池制造商合作或成立合资企业。两家汽车制造商都接受了向电动汽车的重大转变,而通用汽车可能会在下一个十年中期放弃汽油和柴油汽车。</blockquote></p><p> California-based Rivian could seek a $50 billion-$70 billion valuation for its planned initial public offering in September or as late as next year, reports said.</p><p><blockquote>报道称,总部位于加州的Rivian可能会为其计划于9月或最晚明年进行的首次公开募股寻求500亿至700亿美元的估值。</blockquote></p><p> That could be the biggest IPO ever for an EV stock, with the value possibly topping investor Ford's.</p><p><blockquote>这可能是电动汽车股票有史以来最大的IPO,其价值可能超过投资者福特。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153677074","content_text":"Hot EV startup Rivian, backed by Amazon and Ford, plans a second assembly plant ahead of an IPO. Most EV stocks traded lower.\nIn addition to electric vehicles, Rivian Automotive's second factory in the U.S. will build battery cells, sources told Reuters.\n\"While it's early in an evolving process, Rivian is exploring locations for a second U.S. manufacturing facility,\" Rivian spokeswoman Amy Mast told Reuters on Thursday, without providing further details.\nMultiple U.S. states have bid for the plant, which will be announced in a couple of months and with a groundbreaking early next year, the sources said. Documents refer to it as \"Project Tera.\"\nRivian's making 100,000 electric vans for last-mile deliveries for e-commerce giant Amazon.\nIts highly anticipated electric trucks and SUVs suffered delays in recent weeks. The launch of Rivian's R1T, a challenger to the upcoming Tesla Cybertruck, was pushed back from July to September. The R1S was delayed to the fall.\nBut Rivian got a boost July 20 when its forthcoming R1S SUV ferried Amazon CEO Jeff Bezos and other crew members during their recent flight into space aboard Blue Origin's rocket, while a number of its R1T trucks were also at the landing site.\nEV Stocks\nAmazon stock added 1.2% on the stock market today. Shares of General Motors and Ford both lost around 2% Thursday.\nAmong EV stocks, Nio and Xpeng each lost about 0.9%. U.S. startups Fisker fell 1.2%, and Canoo dropped 1.8%.\nTesla, an IBD Leaderboard stock, eased 0.9% to 649.60, below a 675 buy point but still above its 10-week line, according to MarketSmith chart analysis.\nIn Amazon, Rivian has a deep-pocketed investor. For other carmakers, the cost of new vehicle assembly and battery cell plants can be prohibitive, running into billions of dollars.\nThat's led automakers, including GM and Ford, to partner or set up joint ventures with battery manufacturers. Both carmakers have embraced a major shift to electric vehicles, while GM could ditch gas and diesel cars by the middle of next decade.\nCalifornia-based Rivian could seek a $50 billion-$70 billion valuation for its planned initial public offering in September or as late as next year, reports said.\nThat could be the biggest IPO ever for an EV stock, with the value possibly topping investor Ford's.","news_type":1,"symbols_score_info":{"AMZN":0.9,"FORD":0.9}},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146195610,"gmtCreate":1626057461130,"gmtModify":1633930559309,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Like and comment ","listText":"Like and comment ","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/146195610","repostId":"1121762629","repostType":4,"repost":{"id":"1121762629","kind":"news","pubTimestamp":1626057041,"share":"https://www.laohu8.com/m/news/1121762629?lang=zh_CN&edition=full","pubTime":"2021-07-12 10:30","market":"us","language":"en","title":"3 Red-Hot Stocks That Could Continue to Crush the Market<blockquote>3只可能继续碾压市场的热门股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121762629","media":"Motley Fool","summary":"These growth and dividend stocks are thriving.\n\nEconomic recovery concerns and inflation worries hav","content":"<p> <b>These growth and dividend stocks are thriving.</b> Economic recovery concerns and inflation worries have been no match for a smoking-hot stock market. Theindustrial sectoris helping to lead the charge. It sports a fair share of up-and-coming growth stocks, as well as large traditional businesses -- many of which are beating the market.</p><p><blockquote><b>这些成长型和股息型股票正在蓬勃发展。</b>经济复苏担忧和通胀担忧无法与炙手可热的股市相媲美。工业部门正在帮助引领潮流。它拥有相当多的新兴成长型股票以及大型传统企业,其中许多企业的表现优于市场。</blockquote></p><p> We asked some of our contributors which stocks they thought could continue to crush the market. They chose <b>Zebra Technologies</b>(NASDAQ:ZBRA),<b>Waste Management</b>(NYSE:WM), and <b>NIO</b>(NYSE:NIO).</p><p><blockquote>我们询问了一些撰稿人,他们认为哪些股票可能会继续碾压市场。他们选择了<b>斑马科技</b>(纳斯达克:ZBRA),<b>废物管理</b>(纽约证券交易所代码:WM),以及<b>蔚来</b>(纽约证券交易所代码:蔚来)。</blockquote></p><p> Zebra Technologies stands out from the crowd</p><p><blockquote>Zebra Technologies脱颖而出</blockquote></p><p> <b>Lee Samaha(Zebra Technologies):</b>Zebra's stock is up 111% over the last year and by 39% in 2021. That's a comfortable outperformance, and it comes as the company's technology has come to the fore during the pandemic.</p><p><blockquote><b>Lee Samaha(斑马科技):</b>Zebra的股价去年上涨了111%,2021年上涨了39%。这是一个令人欣慰的优异表现,而且该公司的技术在大流行期间脱颖而出。</blockquote></p><p> Zebra is a manufacturer of what management calls \"enterprise asset intelligence\" solutions. In plain English, mobile computers, barcode scanners, specialty printers, RFID printers and readers, and other products are used by workers to gather information. Real-world examples of its technology include e-commerce warehouses using scanners to monitor workflows, retailers managing inventory, and healthcare workers tracking and tracing medical products.</p><p><blockquote>斑马是评级“企业资产智能”解决方案的制造商。简单地说,工人们使用移动计算机、条形码扫描仪、专业打印机、RFID打印机和阅读器以及其他产品来收集信息。其技术的现实例子包括使用扫描仪监控工作流程的电子商务仓库、管理库存的零售商以及跟踪和追踪医疗产品的医护人员。</blockquote></p><p> Global supply chains came under a lot of stress during the pandemic, so, understandably, many companies are making investments in Zebra's technologies a priority. Whether companies are looking to invest in automating production in a warehouse or capturing data to use with advanced analytics in a retail or healthcare environment, Zebra's hardware and software solutions have the answer.</p><p><blockquote>全球供应链在疫情期间承受了很大压力,因此,可以理解的是,许多公司将投资Zebra的技术作为优先事项。无论公司是希望投资仓库自动化生产,还是捕获数据以用于零售或医疗保健环境中的高级分析,Zebra的硬件和软件解决方案都能提供答案。</blockquote></p><p> As such, management expects adjusted net sales growth of 18% to 22% in 2021, having started the year forecasting 10% to 14%. Clearly, momentum is behind the company, and it's likely the expansion of smart automation and digitization in the industrial economy is going to encourage multi-year growth in sales of Zebra's solutions.</p><p><blockquote>因此,管理层预计2021年调整后净销售额增长18%至22%,年初预测为10%至14%。显然,该公司背后的势头很大,工业经济中智能自动化和数字化的扩展很可能会鼓励斑马解决方案销售额的多年增长。</blockquote></p><p> Trading on 31 times estimated 2021 earnings, Zebra wouldn't be seen as avalue stockby most. Still, investors should keep an eye out for its results because it wouldn't be a surprise to see Zebra upgrade guidance again, given the reopening economy.</p><p><blockquote>Zebra的市盈率是2021年预期市盈率的31倍,大多数人不会将其视为有价值的股票。尽管如此,投资者仍应密切关注其业绩,因为考虑到经济重新开放,斑马再次升级指引也就不足为奇了。</blockquote></p><p> Don't trash this dividend stock</p><p><blockquote>不要扔掉这只股息股票</blockquote></p><p> <b>Daniel Foelber (Waste Management):</b>You may want to keep your distance when passing one of the hundreds of landfills owned by Waste Management, North America's largest integrated trash and recycling services company. But the company's stock performance has left investors smelling like a rose. Waste Management stock is up over 20% so far this year and just blasted to a new all-time high last week.</p><p><blockquote><b>Daniel Foelber(废物管理):</b>当经过北美最大的综合垃圾和回收服务公司Waste Management拥有的数百个垃圾填埋场中的一个时,你可能需要保持距离。但该公司的股票表现让投资者闻到了玫瑰的味道。今年迄今为止,废物管理公司的股票上涨了20%以上,上周刚刚创下历史新高。</blockquote></p><p> While trash and recycling are a steady business model that tends to perform in good times and bad, Waste Management generates a substantial amount of revenue from its industrial and commercial clients. As business slowed during the pandemic, these businesses naturally produced less waste, which presented a challenge. The company responded by implementing cost-cutting measures, many of whichit expects will be permanent.</p><p><blockquote>虽然垃圾和回收是一种稳定的商业模式,在顺境和逆境中都有表现,但废物管理从其工业和商业客户那里产生了大量收入。随着疫情期间业务放缓,这些企业自然产生的废物减少,这带来了挑战。该公司的回应是实施成本削减措施,预计其中许多措施将是永久性的。</blockquote></p><p> These strategic decisions along with its resilient and diversified customer base across a slew of different industries helped it generate plenty of free cash flow (FCF) and net incometo support its dividend. The company just raised its dividend for the 18th consecutive year andinstituted a new share buyback program. All told, the company plans to distribute nearly $1 billion in dividends and buy back up to $1.35 billion in stock this year.</p><p><blockquote>这些战略决策以及其在众多不同行业的弹性和多元化客户群帮助其产生了大量的自由现金流(FCF)和净利润来支持其股息。该公司刚刚连续第18年提高股息,并实施了新的股票回购计划。总而言之,该公司计划今年派发近10亿美元的股息,并回购高达13.5亿美元的股票。</blockquote></p><p> Waste Management has the potential to combine its stable andrecession resilientbusiness model with the upside of environmentally conscious consumers who are increasingly interested in limiting waste output. During a recent talk at WasteExpo 2021, CEO Jim Fish highlighted the role Waste Management could play in managing and providing the waste necessary for companies to produce plastics and chemicals from sustainably sourced materials. Converting this proposition to profit remains uncertain. But it's a nice long-term trend that's worth following.</p><p><blockquote>废物管理有潜力将其稳定且具有经济衰退弹性的商业模式与具有环保意识的消费者的优势相结合,这些消费者对限制废物产量越来越感兴趣。在WasteExpo 2021最近的一次演讲中,首席执行官Jim Fish强调了废物管理在管理和提供公司利用可持续来源的材料生产塑料和化学品所需的废物方面可以发挥的作用。将这一主张转化为利润仍不确定。但这是一个值得关注的良好长期趋势。</blockquote></p><p> <b>Hitch a ride with this EV superstar</b></p><p><blockquote><b>搭这位电动汽车巨星的便车</b></blockquote></p><p> <b>Scott Levine(NIO):</b>NIO sputtered along during the first five months of 2021, falling nearly 21%, but the company's stock has taken a U-turn over the past few weeks and is charging higher. In fact, shares of NIO soared nearly 38% inJune while the<b>S&P 500</b>crept more than 2% higher. And there's plenty of reason to believe that this EV manufacturer can continue racing ahead in the days to come.</p><p><blockquote><b>Scott Levine(蔚来):</b>蔚来在2021年前五个月表现不佳,下跌了近21%,但该公司的股价在过去几周发生了180度大转弯,价格走高。事实上,蔚来股价6月份飙升近38%,而<b>标普500</b>涨幅超过2%。有充分的理由相信这家电动汽车制造商能够在未来的日子里继续领先。</blockquote></p><p></p><p> Inthe first quarter of 2021, NIO reported strong growth in the number of deliveries. Achieving a company quarterly record, NIO delivered 20,060 vehicles in the first quarter of the new year, representing year-over-year growth of 490%. But the record was short-lived. Last week, NIO announced that it delivered 21,896 vehicles, a year-over-year increase of 112%, in the second quarter, representing a new quarterly high-water mark.</p><p><blockquote>2021年第一季度,蔚来报告交付数量强劲增长。蔚来在新年第一季度交付了20,060辆汽车,同比增长490%,创下了公司季度纪录。但这一记录是短暂的。上周,蔚来宣布第二季度交付21,896辆汽车,同比增长112%,创下季度新高。</blockquote></p><p> Looking beyond the second quarter, investors will find that the company is working at expanding its charging infrastructure in China through 2021 -- a move that will help assuage the fears of potential customers who are worried about the convenience of charging their vehicles. As of the end of the first quarter, NIO had 206 battery swap stations, yet management forecasts expanding this to over 700 stations by the end of the year. In addition, the company, which had 146 charging stations in its network at the end of March, plans on growing this out to 600 charging stations by year-end.</p><p><blockquote>展望第二季度之后,投资者会发现该公司正在努力在2021年之前扩大其在中国的充电基础设施——此举将有助于缓解担心车辆充电便利性的潜在客户的担忧。截至第一季度末,蔚来拥有206个电池交换站,但管理层预计到今年年底将扩大到700多个。此外,该公司截至3月底的网络中拥有146个充电站,计划到年底将充电站增加到600个。</blockquote></p><p> Besides its efforts to grow its presence in China, NIO aspires to gain a foothold in Europe as well. Last month, the company announced it received approval for the production of its SUV, NIO ES8, including approval for the associated license registrations of the vehicle. The company plans to deliver the first vehicles to Norway, which will be NIO's first overseas market, in September.</p><p><blockquote>除了努力扩大在华业务,蔚来还渴望在欧洲站稳脚跟。上个月,该公司宣布其SUV蔚来ES8的生产已获得批准,包括该车相关牌照注册的批准。该公司计划于9月向挪威交付第一批车辆,挪威将成为蔚来的第一个海外市场。</blockquote></p><p> Providing customers in China with a variety of solutions for keeping their vehicles charged, NIO is aggressively addressing the range anxiety that plagues potential EV owners. It plans on bringing a similar suite of solutions to Europe when it begins deliveries of the vehicles -- something that is distinguishing it from its peers and which should help the company continue on the road to future growth.</p><p><blockquote>蔚来为中国客户提供各种车辆充电解决方案,积极解决困扰潜在电动汽车车主的里程焦虑。该公司计划在开始交付车辆时将一套类似的解决方案带到欧洲——这是其区别于同行的地方,也有助于该公司继续走上未来增长的道路。</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>3 Red-Hot Stocks That Could Continue to Crush the Market<blockquote>3只可能继续碾压市场的热门股票</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\">\n3 Red-Hot Stocks That Could Continue to Crush the Market<blockquote>3只可能继续碾压市场的热门股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-07-12 10:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <b>These growth and dividend stocks are thriving.</b> Economic recovery concerns and inflation worries have been no match for a smoking-hot stock market. Theindustrial sectoris helping to lead the charge. It sports a fair share of up-and-coming growth stocks, as well as large traditional businesses -- many of which are beating the market.</p><p><blockquote><b>这些成长型和股息型股票正在蓬勃发展。</b>经济复苏担忧和通胀担忧无法与炙手可热的股市相媲美。工业部门正在帮助引领潮流。它拥有相当多的新兴成长型股票以及大型传统企业,其中许多企业的表现优于市场。</blockquote></p><p> We asked some of our contributors which stocks they thought could continue to crush the market. They chose <b>Zebra Technologies</b>(NASDAQ:ZBRA),<b>Waste Management</b>(NYSE:WM), and <b>NIO</b>(NYSE:NIO).</p><p><blockquote>我们询问了一些撰稿人,他们认为哪些股票可能会继续碾压市场。他们选择了<b>斑马科技</b>(纳斯达克:ZBRA),<b>废物管理</b>(纽约证券交易所代码:WM),以及<b>蔚来</b>(纽约证券交易所代码:蔚来)。</blockquote></p><p> Zebra Technologies stands out from the crowd</p><p><blockquote>Zebra Technologies脱颖而出</blockquote></p><p> <b>Lee Samaha(Zebra Technologies):</b>Zebra's stock is up 111% over the last year and by 39% in 2021. That's a comfortable outperformance, and it comes as the company's technology has come to the fore during the pandemic.</p><p><blockquote><b>Lee Samaha(斑马科技):</b>Zebra的股价去年上涨了111%,2021年上涨了39%。这是一个令人欣慰的优异表现,而且该公司的技术在大流行期间脱颖而出。</blockquote></p><p> Zebra is a manufacturer of what management calls \"enterprise asset intelligence\" solutions. In plain English, mobile computers, barcode scanners, specialty printers, RFID printers and readers, and other products are used by workers to gather information. Real-world examples of its technology include e-commerce warehouses using scanners to monitor workflows, retailers managing inventory, and healthcare workers tracking and tracing medical products.</p><p><blockquote>斑马是评级“企业资产智能”解决方案的制造商。简单地说,工人们使用移动计算机、条形码扫描仪、专业打印机、RFID打印机和阅读器以及其他产品来收集信息。其技术的现实例子包括使用扫描仪监控工作流程的电子商务仓库、管理库存的零售商以及跟踪和追踪医疗产品的医护人员。</blockquote></p><p> Global supply chains came under a lot of stress during the pandemic, so, understandably, many companies are making investments in Zebra's technologies a priority. Whether companies are looking to invest in automating production in a warehouse or capturing data to use with advanced analytics in a retail or healthcare environment, Zebra's hardware and software solutions have the answer.</p><p><blockquote>全球供应链在疫情期间承受了很大压力,因此,可以理解的是,许多公司将投资Zebra的技术作为优先事项。无论公司是希望投资仓库自动化生产,还是捕获数据以用于零售或医疗保健环境中的高级分析,Zebra的硬件和软件解决方案都能提供答案。</blockquote></p><p> As such, management expects adjusted net sales growth of 18% to 22% in 2021, having started the year forecasting 10% to 14%. Clearly, momentum is behind the company, and it's likely the expansion of smart automation and digitization in the industrial economy is going to encourage multi-year growth in sales of Zebra's solutions.</p><p><blockquote>因此,管理层预计2021年调整后净销售额增长18%至22%,年初预测为10%至14%。显然,该公司背后的势头很大,工业经济中智能自动化和数字化的扩展很可能会鼓励斑马解决方案销售额的多年增长。</blockquote></p><p> Trading on 31 times estimated 2021 earnings, Zebra wouldn't be seen as avalue stockby most. Still, investors should keep an eye out for its results because it wouldn't be a surprise to see Zebra upgrade guidance again, given the reopening economy.</p><p><blockquote>Zebra的市盈率是2021年预期市盈率的31倍,大多数人不会将其视为有价值的股票。尽管如此,投资者仍应密切关注其业绩,因为考虑到经济重新开放,斑马再次升级指引也就不足为奇了。</blockquote></p><p> Don't trash this dividend stock</p><p><blockquote>不要扔掉这只股息股票</blockquote></p><p> <b>Daniel Foelber (Waste Management):</b>You may want to keep your distance when passing one of the hundreds of landfills owned by Waste Management, North America's largest integrated trash and recycling services company. But the company's stock performance has left investors smelling like a rose. Waste Management stock is up over 20% so far this year and just blasted to a new all-time high last week.</p><p><blockquote><b>Daniel Foelber(废物管理):</b>当经过北美最大的综合垃圾和回收服务公司Waste Management拥有的数百个垃圾填埋场中的一个时,你可能需要保持距离。但该公司的股票表现让投资者闻到了玫瑰的味道。今年迄今为止,废物管理公司的股票上涨了20%以上,上周刚刚创下历史新高。</blockquote></p><p> While trash and recycling are a steady business model that tends to perform in good times and bad, Waste Management generates a substantial amount of revenue from its industrial and commercial clients. As business slowed during the pandemic, these businesses naturally produced less waste, which presented a challenge. The company responded by implementing cost-cutting measures, many of whichit expects will be permanent.</p><p><blockquote>虽然垃圾和回收是一种稳定的商业模式,在顺境和逆境中都有表现,但废物管理从其工业和商业客户那里产生了大量收入。随着疫情期间业务放缓,这些企业自然产生的废物减少,这带来了挑战。该公司的回应是实施成本削减措施,预计其中许多措施将是永久性的。</blockquote></p><p> These strategic decisions along with its resilient and diversified customer base across a slew of different industries helped it generate plenty of free cash flow (FCF) and net incometo support its dividend. The company just raised its dividend for the 18th consecutive year andinstituted a new share buyback program. All told, the company plans to distribute nearly $1 billion in dividends and buy back up to $1.35 billion in stock this year.</p><p><blockquote>这些战略决策以及其在众多不同行业的弹性和多元化客户群帮助其产生了大量的自由现金流(FCF)和净利润来支持其股息。该公司刚刚连续第18年提高股息,并实施了新的股票回购计划。总而言之,该公司计划今年派发近10亿美元的股息,并回购高达13.5亿美元的股票。</blockquote></p><p> Waste Management has the potential to combine its stable andrecession resilientbusiness model with the upside of environmentally conscious consumers who are increasingly interested in limiting waste output. During a recent talk at WasteExpo 2021, CEO Jim Fish highlighted the role Waste Management could play in managing and providing the waste necessary for companies to produce plastics and chemicals from sustainably sourced materials. Converting this proposition to profit remains uncertain. But it's a nice long-term trend that's worth following.</p><p><blockquote>废物管理有潜力将其稳定且具有经济衰退弹性的商业模式与具有环保意识的消费者的优势相结合,这些消费者对限制废物产量越来越感兴趣。在WasteExpo 2021最近的一次演讲中,首席执行官Jim Fish强调了废物管理在管理和提供公司利用可持续来源的材料生产塑料和化学品所需的废物方面可以发挥的作用。将这一主张转化为利润仍不确定。但这是一个值得关注的良好长期趋势。</blockquote></p><p> <b>Hitch a ride with this EV superstar</b></p><p><blockquote><b>搭这位电动汽车巨星的便车</b></blockquote></p><p> <b>Scott Levine(NIO):</b>NIO sputtered along during the first five months of 2021, falling nearly 21%, but the company's stock has taken a U-turn over the past few weeks and is charging higher. In fact, shares of NIO soared nearly 38% inJune while the<b>S&P 500</b>crept more than 2% higher. And there's plenty of reason to believe that this EV manufacturer can continue racing ahead in the days to come.</p><p><blockquote><b>Scott Levine(蔚来):</b>蔚来在2021年前五个月表现不佳,下跌了近21%,但该公司的股价在过去几周发生了180度大转弯,价格走高。事实上,蔚来股价6月份飙升近38%,而<b>标普500</b>涨幅超过2%。有充分的理由相信这家电动汽车制造商能够在未来的日子里继续领先。</blockquote></p><p></p><p> Inthe first quarter of 2021, NIO reported strong growth in the number of deliveries. Achieving a company quarterly record, NIO delivered 20,060 vehicles in the first quarter of the new year, representing year-over-year growth of 490%. But the record was short-lived. Last week, NIO announced that it delivered 21,896 vehicles, a year-over-year increase of 112%, in the second quarter, representing a new quarterly high-water mark.</p><p><blockquote>2021年第一季度,蔚来报告交付数量强劲增长。蔚来在新年第一季度交付了20,060辆汽车,同比增长490%,创下了公司季度纪录。但这一记录是短暂的。上周,蔚来宣布第二季度交付21,896辆汽车,同比增长112%,创下季度新高。</blockquote></p><p> Looking beyond the second quarter, investors will find that the company is working at expanding its charging infrastructure in China through 2021 -- a move that will help assuage the fears of potential customers who are worried about the convenience of charging their vehicles. As of the end of the first quarter, NIO had 206 battery swap stations, yet management forecasts expanding this to over 700 stations by the end of the year. In addition, the company, which had 146 charging stations in its network at the end of March, plans on growing this out to 600 charging stations by year-end.</p><p><blockquote>展望第二季度之后,投资者会发现该公司正在努力在2021年之前扩大其在中国的充电基础设施——此举将有助于缓解担心车辆充电便利性的潜在客户的担忧。截至第一季度末,蔚来拥有206个电池交换站,但管理层预计到今年年底将扩大到700多个。此外,该公司截至3月底的网络中拥有146个充电站,计划到年底将充电站增加到600个。</blockquote></p><p> Besides its efforts to grow its presence in China, NIO aspires to gain a foothold in Europe as well. Last month, the company announced it received approval for the production of its SUV, NIO ES8, including approval for the associated license registrations of the vehicle. The company plans to deliver the first vehicles to Norway, which will be NIO's first overseas market, in September.</p><p><blockquote>除了努力扩大在华业务,蔚来还渴望在欧洲站稳脚跟。上个月,该公司宣布其SUV蔚来ES8的生产已获得批准,包括该车相关牌照注册的批准。该公司计划于9月向挪威交付第一批车辆,挪威将成为蔚来的第一个海外市场。</blockquote></p><p> Providing customers in China with a variety of solutions for keeping their vehicles charged, NIO is aggressively addressing the range anxiety that plagues potential EV owners. It plans on bringing a similar suite of solutions to Europe when it begins deliveries of the vehicles -- something that is distinguishing it from its peers and which should help the company continue on the road to future growth.</p><p><blockquote>蔚来为中国客户提供各种车辆充电解决方案,积极解决困扰潜在电动汽车车主的里程焦虑。该公司计划在开始交付车辆时将一套类似的解决方案带到欧洲——这是其区别于同行的地方,也有助于该公司继续走上未来增长的道路。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.fool.com/investing/2021/07/11/3-red-hot-stocks-that-could-continue-to-crush-the/\">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":{"NIO":"蔚来","WM":"美国废物管理","ZBRA":"斑马技术"},"source_url":"https://www.fool.com/investing/2021/07/11/3-red-hot-stocks-that-could-continue-to-crush-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121762629","content_text":"These growth and dividend stocks are thriving.\n\nEconomic recovery concerns and inflation worries have been no match for a smoking-hot stock market. Theindustrial sectoris helping to lead the charge. It sports a fair share of up-and-coming growth stocks, as well as large traditional businesses -- many of which are beating the market.\nWe asked some of our contributors which stocks they thought could continue to crush the market. They chose Zebra Technologies(NASDAQ:ZBRA),Waste Management(NYSE:WM), and NIO(NYSE:NIO).\nZebra Technologies stands out from the crowd\nLee Samaha(Zebra Technologies):Zebra's stock is up 111% over the last year and by 39% in 2021. That's a comfortable outperformance, and it comes as the company's technology has come to the fore during the pandemic.\nZebra is a manufacturer of what management calls \"enterprise asset intelligence\" solutions. In plain English, mobile computers, barcode scanners, specialty printers, RFID printers and readers, and other products are used by workers to gather information. Real-world examples of its technology include e-commerce warehouses using scanners to monitor workflows, retailers managing inventory, and healthcare workers tracking and tracing medical products.\nGlobal supply chains came under a lot of stress during the pandemic, so, understandably, many companies are making investments in Zebra's technologies a priority. Whether companies are looking to invest in automating production in a warehouse or capturing data to use with advanced analytics in a retail or healthcare environment, Zebra's hardware and software solutions have the answer.\nAs such, management expects adjusted net sales growth of 18% to 22% in 2021, having started the year forecasting 10% to 14%. Clearly, momentum is behind the company, and it's likely the expansion of smart automation and digitization in the industrial economy is going to encourage multi-year growth in sales of Zebra's solutions.\nTrading on 31 times estimated 2021 earnings, Zebra wouldn't be seen as avalue stockby most. Still, investors should keep an eye out for its results because it wouldn't be a surprise to see Zebra upgrade guidance again, given the reopening economy.\nDon't trash this dividend stock\nDaniel Foelber (Waste Management):You may want to keep your distance when passing one of the hundreds of landfills owned by Waste Management, North America's largest integrated trash and recycling services company. But the company's stock performance has left investors smelling like a rose. Waste Management stock is up over 20% so far this year and just blasted to a new all-time high last week.\nWhile trash and recycling are a steady business model that tends to perform in good times and bad, Waste Management generates a substantial amount of revenue from its industrial and commercial clients. As business slowed during the pandemic, these businesses naturally produced less waste, which presented a challenge. The company responded by implementing cost-cutting measures, many of whichit expects will be permanent.\nThese strategic decisions along with its resilient and diversified customer base across a slew of different industries helped it generate plenty of free cash flow (FCF) and net incometo support its dividend. The company just raised its dividend for the 18th consecutive year andinstituted a new share buyback program. All told, the company plans to distribute nearly $1 billion in dividends and buy back up to $1.35 billion in stock this year.\nWaste Management has the potential to combine its stable andrecession resilientbusiness model with the upside of environmentally conscious consumers who are increasingly interested in limiting waste output. During a recent talk at WasteExpo 2021, CEO Jim Fish highlighted the role Waste Management could play in managing and providing the waste necessary for companies to produce plastics and chemicals from sustainably sourced materials. Converting this proposition to profit remains uncertain. But it's a nice long-term trend that's worth following.\nHitch a ride with this EV superstar\nScott Levine(NIO):NIO sputtered along during the first five months of 2021, falling nearly 21%, but the company's stock has taken a U-turn over the past few weeks and is charging higher. In fact, shares of NIO soared nearly 38% inJune while theS&P 500crept more than 2% higher. And there's plenty of reason to believe that this EV manufacturer can continue racing ahead in the days to come.\nInthe first quarter of 2021, NIO reported strong growth in the number of deliveries. Achieving a company quarterly record, NIO delivered 20,060 vehicles in the first quarter of the new year, representing year-over-year growth of 490%. But the record was short-lived. Last week, NIO announced that it delivered 21,896 vehicles, a year-over-year increase of 112%, in the second quarter, representing a new quarterly high-water mark.\nLooking beyond the second quarter, investors will find that the company is working at expanding its charging infrastructure in China through 2021 -- a move that will help assuage the fears of potential customers who are worried about the convenience of charging their vehicles. As of the end of the first quarter, NIO had 206 battery swap stations, yet management forecasts expanding this to over 700 stations by the end of the year. In addition, the company, which had 146 charging stations in its network at the end of March, plans on growing this out to 600 charging stations by year-end.\nBesides its efforts to grow its presence in China, NIO aspires to gain a foothold in Europe as well. Last month, the company announced it received approval for the production of its SUV, NIO ES8, including approval for the associated license registrations of the vehicle. The company plans to deliver the first vehicles to Norway, which will be NIO's first overseas market, in September.\nProviding customers in China with a variety of solutions for keeping their vehicles charged, NIO is aggressively addressing the range anxiety that plagues potential EV owners. It plans on bringing a similar suite of solutions to Europe when it begins deliveries of the vehicles -- something that is distinguishing it from its peers and which should help the company continue on the road to future growth.","news_type":1,"symbols_score_info":{"NIO":0.9,"ZBRA":0.9,"WM":0.9}},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897538878,"gmtCreate":1628938563794,"gmtModify":1631890349813,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Gosh","listText":"Gosh","text":"Gosh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897538878","repostId":"2159321505","repostType":4,"repost":{"id":"2159321505","kind":"highlight","pubTimestamp":1628911811,"share":"https://www.laohu8.com/m/news/2159321505?lang=zh_CN&edition=full","pubTime":"2021-08-14 11:30","market":"us","language":"en","title":"Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期,并在十月股东大会上做出其他改变</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159321505","media":"MarketWatch","summary":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. ","content":"<p>Board members would serve for two years rather than three</p><p><blockquote>董事会成员的任期为两年,而不是三年</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc701f141f0c0044cabe912e510fe2e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Tesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>特斯拉首席执行官Elon Musk去年在德国。玛雅·希蒂吉/盖蒂图片社</span></p></blockquote></p><p> Tesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.</p><p><blockquote>特斯拉公司在周五晚间提交的文件中表示,该公司将于10月7日在加州弗里蒙特工厂举行股东大会,该公司将提出的提案包括缩短董事任期的看涨期权。</blockquote></p><p> One of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.</p><p><blockquote>其中一项建议是评级将每名董事的任期从三年减至两年。特斯拉董事会目前有九名成员,分为三类,任期三年。</blockquote></p><p> If the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.</p><p><blockquote>然而,特斯拉在文件中表示,如果该提案获得批准,董事会将分为两个任期交错的类别,董事在两个类别之间的分布尽可能平均。</blockquote></p><p> The board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.</p><p><blockquote>自2007年以来一直在特斯拉董事会任职的风险投资家Antonio Gracias在2019年表示,今年任期结束后,他不会寻求连任,董事会成员将减少至8名。</blockquote></p><p> Tesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.</p><p><blockquote>特斯拉董事会提名现任董事会成员、新闻集团创始人默多克的小儿子默多克(James Murdoch)和首席执行官马斯克(Elon Musk)的哥哥马斯克(Kimbal Musk)连任二级董事,任期将于2024年届满。该公司表示,如果期限缩减获得批准,那么他们的期限将于2023年结束。</blockquote></p><p> Tesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.</p><p><blockquote>特斯拉缩短董事会成员任期是对股东提议选举每位董事会成员一年的回应。</blockquote></p><p> The two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.</p><p><blockquote>然而,特斯拉表示,两年任期“在股东的长期利益和近期责任之间取得了适当的平衡”。</blockquote></p><p> Tesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.</p><p><blockquote>特斯拉股价在常规交易日收盘下跌0.7%后,在盘后交易中持平。该股今年已上涨1.6%,而标普500指数的涨幅约为19%。</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>Tesla seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期,并在十月股东大会上做出其他改变</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 seeks to reduce board members’ terms, make other changes in October shareholder meeting<blockquote>特斯拉寻求缩短董事会成员任期,并在十月股东大会上做出其他改变</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 11:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Board members would serve for two years rather than three</p><p><blockquote>董事会成员的任期为两年,而不是三年</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abc701f141f0c0044cabe912e510fe2e\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Tesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>特斯拉首席执行官Elon Musk去年在德国。玛雅·希蒂吉/盖蒂图片社</span></p></blockquote></p><p> Tesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.</p><p><blockquote>特斯拉公司在周五晚间提交的文件中表示,该公司将于10月7日在加州弗里蒙特工厂举行股东大会,该公司将提出的提案包括缩短董事任期的看涨期权。</blockquote></p><p> One of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.</p><p><blockquote>其中一项建议是评级将每名董事的任期从三年减至两年。特斯拉董事会目前有九名成员,分为三类,任期三年。</blockquote></p><p> If the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.</p><p><blockquote>然而,特斯拉在文件中表示,如果该提案获得批准,董事会将分为两个任期交错的类别,董事在两个类别之间的分布尽可能平均。</blockquote></p><p> The board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.</p><p><blockquote>自2007年以来一直在特斯拉董事会任职的风险投资家Antonio Gracias在2019年表示,今年任期结束后,他不会寻求连任,董事会成员将减少至8名。</blockquote></p><p> Tesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.</p><p><blockquote>特斯拉董事会提名现任董事会成员、新闻集团创始人默多克的小儿子默多克(James Murdoch)和首席执行官马斯克(Elon Musk)的哥哥马斯克(Kimbal Musk)连任二级董事,任期将于2024年届满。该公司表示,如果期限缩减获得批准,那么他们的期限将于2023年结束。</blockquote></p><p> Tesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.</p><p><blockquote>特斯拉缩短董事会成员任期是对股东提议选举每位董事会成员一年的回应。</blockquote></p><p> The two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.</p><p><blockquote>然而,特斯拉表示,两年任期“在股东的长期利益和近期责任之间取得了适当的平衡”。</blockquote></p><p> Tesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.</p><p><blockquote>特斯拉股价在常规交易日收盘下跌0.7%后,在盘后交易中持平。该股今年已上涨1.6%,而标普500指数的涨幅约为19%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click\">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":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-seeks-to-reduce-board-terms-in-october-shareholder-meeting-11628888340?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159321505","content_text":"Board members would serve for two years rather than three\nTesla CEO Elon Musk in Germany last year. MAJA HITIJ/GETTY IMAGES\nTesla Inc. set its shareholder meeting for Oct. 7 at the Fremont, Calif., factory, with a call for reducing its directors’ terms among the proposals the electric-car maker will bring to the table, the company said in filing late Friday.\nOne of the proposals calls for each director’s term to be reduced from three years to two years. Tesla’s board currently has nine members who are divided into three classes in staggered three-year terms.\nIf the proposal is approved, however, the board will be divided into two classes with staggered two-year terms, with directors distributed as equally between the classes as possible, Tesla said in the filing.\nThe board would be reduced to eight members, since Antonio Gracias, a venture capitalist who has served on the Tesla board since 2007, said in 2019 he’d not be seeking reelection when his term ends this year.\nTesla’s board nominated current board members James Murdoch, the youngest son of News Corp founder Rupert Murdoch, and Kimbal Musk, Chief Executive Elon Musk’s brother, for re-election as class II directors, with terms expiring in 2024. If the term reduction is approved, then their terms would end in 2023, the company said.\nTesla’s curtailing board member terms was a response to a shareholder proposal calling to elect each board member for one year.\nThe two-year term, however, “strikes a suitable balance to the long-term interests of and nearer-term accountability to our stockholders at this time,” Tesla said.\nTesla shares were flat in after-hours trading after ending the regular trading day down 0.7%. The stock has gained 1.6% this year, compared with gains of around 19% for the S&P 500 index.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894533477,"gmtCreate":1628837023099,"gmtModify":1631890349834,"author":{"id":"3582029553166690","authorId":"3582029553166690","name":"Soojj","avatar":"https://static.tigerbbs.com/2c7b0e3654b1b442172ea81a7188cb95","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582029553166690","idStr":"3582029553166690"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894533477","repostId":"1109187442","repostType":4,"repost":{"id":"1109187442","kind":"news","pubTimestamp":1628834960,"share":"https://www.laohu8.com/m/news/1109187442?lang=zh_CN&edition=full","pubTime":"2021-08-13 14:09","market":"us","language":"en","title":"Moderna study shows its COVID-19 vaccine holds up against several variants after six months<blockquote>Moderna研究显示其COVID-19疫苗在六个月后仍能抵抗多种变种</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109187442","media":"Market Wacth","summary":"Moderna Inc. shares ticked higher in the extended session Thursday afetr the biotech drug company sa","content":"<p>Moderna Inc. shares ticked higher in the extended session Thursday afetr the biotech drug company said a study showed its COVID-19 vaccine held up against several variants of the virus that causes the disease.</p><p><blockquote>Moderna Inc.股价在周四的延长交易中走高,此前这家生物技术制药公司表示,一项研究显示其COVID-19疫苗可以抵抗导致该疾病的几种病毒变种。</blockquote></p><p> The study was tested against SARS-CoV-2 variants that included alpha, beta, gamma, delta epsilon, and iota, ModernaMRNA,+1.58%said. While the patients given two doses of Moderna COVID-19 vaccine had some “waning in antibody levels,” the majority had enough antibodies to neutralize the virus at the six-month mark, the company said.</p><p><blockquote>ModernaMRNA+1.58%表示,这项研究针对包括alpha、beta、gamma、delta epsilon和iota在内的新型冠状病毒病毒变异体进行了测试。该公司表示,虽然接种两剂Moderna COVID-19疫苗的患者“抗体水平有所下降”,但大多数人在六个月时有足够的抗体来中和病毒。</blockquote></p><p> “These data support the durable efficacy of 93% seen with the Moderna COVID-19 vaccine through six months,” said Stéphane Bancel, chief executive of Moderna, in a statement.</p><p><blockquote>Moderna首席执行官Stéphane Bancel在一份声明中表示:“这些数据支持Moderna COVID-19疫苗在六个月内的持久功效为93%。”</blockquote></p><p> “We expect that these data and the growing body of real-world evidence will help inform health regulators’ approaches to how and when to administer additional boosting doses,” Bancel said.</p><p><blockquote>班塞尔说:“我们预计这些数据和越来越多的现实世界证据将有助于为卫生监管机构确定如何以及何时施用额外的加强剂量提供信息。”</blockquote></p><p> Shares rose 0.7% after-hours, following a 1.6% rise in the regular session to close at $391.42. The stock is up 463% over the past 12 months, compared with a 32% gain on the S&P 500 indexSPX,+0.30%.</p><p><blockquote>盘后股价上涨0.7%,常规交易时段上涨1.6%,收于391.42美元。该股在过去12个月内上涨了463%,而标普500指数SPX上涨了32%,+0.30%。</blockquote></p><p></p>","source":"lsy1604288433698","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>Moderna study shows its COVID-19 vaccine holds up against several variants after six months<blockquote>Moderna研究显示其COVID-19疫苗在六个月后仍能抵抗多种变种</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\">\nModerna study shows its COVID-19 vaccine holds up against several variants after six months<blockquote>Moderna研究显示其COVID-19疫苗在六个月后仍能抵抗多种变种</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Market Wacth</strong><span class=\"h-time small\">2021-08-13 14:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Moderna Inc. shares ticked higher in the extended session Thursday afetr the biotech drug company said a study showed its COVID-19 vaccine held up against several variants of the virus that causes the disease.</p><p><blockquote>Moderna Inc.股价在周四的延长交易中走高,此前这家生物技术制药公司表示,一项研究显示其COVID-19疫苗可以抵抗导致该疾病的几种病毒变种。</blockquote></p><p> The study was tested against SARS-CoV-2 variants that included alpha, beta, gamma, delta epsilon, and iota, ModernaMRNA,+1.58%said. While the patients given two doses of Moderna COVID-19 vaccine had some “waning in antibody levels,” the majority had enough antibodies to neutralize the virus at the six-month mark, the company said.</p><p><blockquote>ModernaMRNA+1.58%表示,这项研究针对包括alpha、beta、gamma、delta epsilon和iota在内的新型冠状病毒病毒变异体进行了测试。该公司表示,虽然接种两剂Moderna COVID-19疫苗的患者“抗体水平有所下降”,但大多数人在六个月时有足够的抗体来中和病毒。</blockquote></p><p> “These data support the durable efficacy of 93% seen with the Moderna COVID-19 vaccine through six months,” said Stéphane Bancel, chief executive of Moderna, in a statement.</p><p><blockquote>Moderna首席执行官Stéphane Bancel在一份声明中表示:“这些数据支持Moderna COVID-19疫苗在六个月内的持久功效为93%。”</blockquote></p><p> “We expect that these data and the growing body of real-world evidence will help inform health regulators’ approaches to how and when to administer additional boosting doses,” Bancel said.</p><p><blockquote>班塞尔说:“我们预计这些数据和越来越多的现实世界证据将有助于为卫生监管机构确定如何以及何时施用额外的加强剂量提供信息。”</blockquote></p><p> Shares rose 0.7% after-hours, following a 1.6% rise in the regular session to close at $391.42. The stock is up 463% over the past 12 months, compared with a 32% gain on the S&P 500 indexSPX,+0.30%.</p><p><blockquote>盘后股价上涨0.7%,常规交易时段上涨1.6%,收于391.42美元。该股在过去12个月内上涨了463%,而标普500指数SPX上涨了32%,+0.30%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/moderna-study-shows-its-covid-19-vaccine-holds-up-against-several-variants-after-six-months-11628803856?mod=home-page\">Market Wacth</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":{"MRNA":"Moderna, Inc."},"source_url":"https://www.marketwatch.com/story/moderna-study-shows-its-covid-19-vaccine-holds-up-against-several-variants-after-six-months-11628803856?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109187442","content_text":"Moderna Inc. shares ticked higher in the extended session Thursday afetr the biotech drug company said a study showed its COVID-19 vaccine held up against several variants of the virus that causes the disease.\nThe study was tested against SARS-CoV-2 variants that included alpha, beta, gamma, delta epsilon, and iota, ModernaMRNA,+1.58%said. While the patients given two doses of Moderna COVID-19 vaccine had some “waning in antibody levels,” the majority had enough antibodies to neutralize the virus at the six-month mark, the company said.\n“These data support the durable efficacy of 93% seen with the Moderna COVID-19 vaccine through six months,” said Stéphane Bancel, chief executive of Moderna, in a statement.\n“We expect that these data and the growing body of real-world evidence will help inform health regulators’ approaches to how and when to administer additional boosting doses,” Bancel said.\nShares rose 0.7% after-hours, following a 1.6% rise in the regular session to close at $391.42. The stock is up 463% over the past 12 months, compared with a 32% gain on the S&P 500 indexSPX,+0.30%.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":2532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}