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Sureshmaghi
2021-05-24
Great ariticle, would you like to share it?
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Sureshmaghi
2021-06-10
👍
Most of meme stocks dropped in morning trading<blockquote>大多数模因股票在早盘交易中下跌</blockquote>
Sureshmaghi
2021-05-04
Useful
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Sureshmaghi
2021-12-16
Oo
10 Biggest Price Target Changes For Thursday<blockquote>周四10个最大价格目标变化</blockquote>
Sureshmaghi
2021-12-10
Pp
EV stocks mixed in morning trading<blockquote>电动汽车股早盘涨跌互现</blockquote>
Sureshmaghi
2021-06-08
Buy 20% first
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Sureshmaghi
2021-06-07
Buy n keep
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Sureshmaghi
2021-11-30
P
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Sureshmaghi
2021-10-14
Ii
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Sureshmaghi
2021-09-08
Go
5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>预测特斯拉将升至1,000美元的投资者的5个股票想法</blockquote>
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21:44","market":"us","language":"en","title":"Apple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap<blockquote>苹果股价将连续第五天上涨,但市值仍无法突破3万亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121218775","media":"Barrons","summary":"Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it ","content":"<p>Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it closed at its 24th record high for the year.</p><p><blockquote>周二,苹果有望连续第五个交易日上涨,就在一天前,该股收于今年第24个历史新高。</blockquote></p><p> As the stock climbs, it edges closer to becoming the first publicly traded company with a $3 trillion valuation.</p><p><blockquote>随着股价攀升,它距离成为第一家估值达到3万亿美元的上市公司又近了一步。</blockquote></p><p> Analysts have said the stock could rally even further in 2022 as the tech giant continues to grow across all business segments and releases new products, such as a virtual/augmented reality headset.</p><p><blockquote>分析师表示,随着这家科技巨头在所有业务领域继续增长并发布虚拟/增强现实耳机等新产品,该股可能会在2022年进一步上涨。</blockquote></p><p> Shares of Apple (ticker:AAPL) were up 0.4% to $181.03 in premarket trading Tuesday. The stock’s intraday high for the year is $182.13, which it reached earlier in December.</p><p><blockquote>周二盘前交易中,苹果(股票代码:AAPL)股价上涨0.4%,至181.03美元。该股今年盘中高点为182.13美元,于12月初触及。</blockquote></p><p> Investors seemed unfazed by the company’s announcement Monday afternoon to close New York City stores to shoppers following a Covid-19 spike. The stores were open for pickup only, meaning customers could buy products online and pick them up at the store, Apple told <i>Barron’s.</i></p><p><blockquote>投资者似乎对该公司周一下午宣布在Covid-19激增后关闭纽约市商店的消息并不担心。苹果告诉记者,这些商店只开放提货,这意味着顾客可以在网上购买产品并在商店提货<i>巴伦周刊。</i></blockquote></p><p> Apple didn’t say when its New York stores might reopen.</p><p><blockquote>苹果没有透露其纽约商店何时可能重新开业。</blockquote></p><p> The stock gained 2.3% Monday, closing at a record high, and has risen 35.9% this year. It ended the session with a market capitalization of $2.9 trillion.</p><p><blockquote>该股周一上涨2.3%,收于历史新高,今年以来已上涨35.9%。收盘时市值为2.9万亿美元。</blockquote></p><p> The S&P 500 was up 27.6% during the same time period, and the tech-heavy Nasdaq has gained 23.1%.</p><p><blockquote>同期标准普尔500指数上涨27.6%,以科技股为主的纳斯达克上涨23.1%。</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>Apple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap<blockquote>苹果股价将连续第五天上涨,但市值仍无法突破3万亿美元</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\">\nApple Stock Set to Rise for a Fifth Day — But It Still Can’t Crack $3 Trillion Market Cap<blockquote>苹果股价将连续第五天上涨,但市值仍无法突破3万亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-28 21:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it closed at its 24th record high for the year.</p><p><blockquote>周二,苹果有望连续第五个交易日上涨,就在一天前,该股收于今年第24个历史新高。</blockquote></p><p> As the stock climbs, it edges closer to becoming the first publicly traded company with a $3 trillion valuation.</p><p><blockquote>随着股价攀升,它距离成为第一家估值达到3万亿美元的上市公司又近了一步。</blockquote></p><p> Analysts have said the stock could rally even further in 2022 as the tech giant continues to grow across all business segments and releases new products, such as a virtual/augmented reality headset.</p><p><blockquote>分析师表示,随着这家科技巨头在所有业务领域继续增长并发布虚拟/增强现实耳机等新产品,该股可能会在2022年进一步上涨。</blockquote></p><p> Shares of Apple (ticker:AAPL) were up 0.4% to $181.03 in premarket trading Tuesday. The stock’s intraday high for the year is $182.13, which it reached earlier in December.</p><p><blockquote>周二盘前交易中,苹果(股票代码:AAPL)股价上涨0.4%,至181.03美元。该股今年盘中高点为182.13美元,于12月初触及。</blockquote></p><p> Investors seemed unfazed by the company’s announcement Monday afternoon to close New York City stores to shoppers following a Covid-19 spike. The stores were open for pickup only, meaning customers could buy products online and pick them up at the store, Apple told <i>Barron’s.</i></p><p><blockquote>投资者似乎对该公司周一下午宣布在Covid-19激增后关闭纽约市商店的消息并不担心。苹果告诉记者,这些商店只开放提货,这意味着顾客可以在网上购买产品并在商店提货<i>巴伦周刊。</i></blockquote></p><p> Apple didn’t say when its New York stores might reopen.</p><p><blockquote>苹果没有透露其纽约商店何时可能重新开业。</blockquote></p><p> The stock gained 2.3% Monday, closing at a record high, and has risen 35.9% this year. It ended the session with a market capitalization of $2.9 trillion.</p><p><blockquote>该股周一上涨2.3%,收于历史新高,今年以来已上涨35.9%。收盘时市值为2.9万亿美元。</blockquote></p><p> The S&P 500 was up 27.6% during the same time period, and the tech-heavy Nasdaq has gained 23.1%.</p><p><blockquote>同期标准普尔500指数上涨27.6%,以科技股为主的纳斯达克上涨23.1%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-stock-price-market-cap-51640696713?mod=hp_LATEST&tesla=y\">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":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-price-market-cap-51640696713?mod=hp_LATEST&tesla=y","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121218775","content_text":"Apple was on track for a fifth consecutive positive trading session on Tuesday, just a day after it closed at its 24th record high for the year.\nAs the stock climbs, it edges closer to becoming the first publicly traded company with a $3 trillion valuation.\nAnalysts have said the stock could rally even further in 2022 as the tech giant continues to grow across all business segments and releases new products, such as a virtual/augmented reality headset.\nShares of Apple (ticker:AAPL) were up 0.4% to $181.03 in premarket trading Tuesday. The stock’s intraday high for the year is $182.13, which it reached earlier in December.\nInvestors seemed unfazed by the company’s announcement Monday afternoon to close New York City stores to shoppers following a Covid-19 spike. The stores were open for pickup only, meaning customers could buy products online and pick them up at the store, Apple told Barron’s.\nApple didn’t say when its New York stores might reopen.\nThe stock gained 2.3% Monday, closing at a record high, and has risen 35.9% this year. It ended the session with a market capitalization of $2.9 trillion.\nThe S&P 500 was up 27.6% during the same time period, and the tech-heavy Nasdaq has gained 23.1%.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696307405,"gmtCreate":1640614518663,"gmtModify":1640614518760,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Pp","listText":"Pp","text":"Pp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/696307405","repostId":"1168370421","repostType":4,"repost":{"id":"1168370421","kind":"news","pubTimestamp":1640607614,"share":"https://www.laohu8.com/m/news/1168370421?lang=zh_CN&edition=full","pubTime":"2021-12-27 20:20","market":"us","language":"en","title":"Micron Technology: Expect More Of These Rallies<blockquote>美光科技:预计会有更多反弹</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1168370421","media":"Seeking Alpha","summary":"Summary\n\nMicron Technology stock recently rallied 10.5% in a single day.\nThe rally was probably due ","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Micron Technology stock recently rallied 10.5% in a single day.</li> <li>The rally was probably due to a stellar earnings release the company put out the day before.</li> <li>Most likely, Micron will see continued upside, as demand for its products is only growing.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cccfdfe04ca23523841d6775bbb072\" tg-width=\"1536\" tg-height=\"1075\" width=\"100%\" height=\"auto\"><span>Georgijevic/E+ via Getty Images</span></p><p><blockquote><ul><li>美光科技股价最近单日上涨10.5%。</li><li>此次上涨可能是由于该公司前一天发布的出色财报。</li><li>最有可能的是,美光科技将继续上涨,因为对其产品的需求只会不断增长。</li></ul><p class=\"t-img-caption\"><span>Georgijevic/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Micron Technology</b>(MU) stock went on a pronounced rally Tuesday, rising 10.5% in a single trading day. It rallied another 5% on Thursday, leading to 15.66% gains for the week. The rally came immediately after a strong earnings release that beat on both revenue and profit. For the quarter, revenue came in at $7.69 billion (beat by $10 million) and EPS came in at $2.16 (beat by $0.02). The growth in EPS was impressive because it showed that the previous quarter’s stunning growth was no fluke.</p><p><blockquote><b>美光科技</b>(MU)股价周二大幅上涨,单交易日上涨10.5%。周四又上涨5%,本周上涨15.66%。此次反弹是在收入和利润均超出预期的强劲财报发布后立即发生的。本季度收入为76.9亿美元(超出1000万美元),每股收益为2.16美元(超出0.02美元)。每股收益的增长令人印象深刻,因为它表明上一季度的惊人增长并非侥幸。</blockquote></p><p> For the fourth quarter, Micron grew revenue by 37% and earnings by 175% year-over-year. It was an incredible achievement, one that few saw the company replicating. Fortunately, it did, with very similar results for the first quarter of fiscal 2022. Micron’s first quarter revenue growth was nearly as strong as its fourth quarter growth, and its earnings growth was actually slightly better, coming in at a whopping 177%.</p><p><blockquote>第四季度,美光科技收入同比增长37%,盈利同比增长175%。这是一项令人难以置信的成就,很少有人看到该公司复制。幸运的是,事实确实如此,2022财年第一季度的结果非常相似。美光科技第一季度的收入增长几乎与第四季度的增长一样强劲,而且其盈利增长实际上略好一些,高达177%。</blockquote></p><p> Clearly, Micron has put a couple of great quarters behind it. Both the fourth and first quarters saw triple-digit growth in earnings, and the outlook was strong as well. The company forecast 20% growth in DRAM demand and 30% growth in demand for NAND. It expected its shipment growth for each category to be in-line with industry growth. It follows from this that Micron expects revenue growth between 20% and 30% assuming no price increases.</p><p><blockquote>显然,美光科技已经度过了几个出色的季度。第四季度和第一季度的盈利都实现了三位数的增长,前景也很强劲。该公司预测DRAM需求增长20%,NAND需求增长30%。该公司预计每个类别的出货量增长将与行业增长保持一致。由此可见,假设价格不上涨,美光预计收入将增长20%至30%。</blockquote></p><p> It’s a pretty rosy picture. And some investors believe that this is only the beginning. Legendary value investors like Li Lu and Mohnish Pabrai are betting heavily on Micron, believing that the memory sector is undervalued. Indeed, it is, if Micron is any indication. The stock trades at just 12 times earnings even after Tuesday’s monster rally. By the standards of tech stocks, it’s super cheap. And it’s one of the few ways you can get exposure to the memory industry on its own, with no other tech stuff packaged in.<b>Samsung</b>(OTC:SSNLF) is the biggest memory player, but it’s not a pure play. SK Hynix (OTC:HXSCF) is a pure play and has multiples similar to Micron’s, with similar growth as well. That leaves us with basically two pure play memory stocks to choose from. And they’re both very cheap. So if you’re looking for dirt-cheap tech plays, memory is where you want to be.</p><p><blockquote>这是一幅非常美好的画面。而有投资者认为,这仅仅是个开始。像李录和Mohnish Pabrai这样的传奇价值投资者正在重仓美光,认为内存板块被低估了。事实上,如果微米有任何迹象的话,确实如此。即使在周二大幅上涨之后,该股的市盈率也仅为12倍。按照科技股的标准,它超级便宜。这是少数几种你可以独自接触内存行业的方式之一,没有其他技术内容。<b>三星</b>(场外交易代码:SSNLF)是最大的内存玩家,但它不是纯粹的游戏。SK海力士(OTC:HXSCF)是一家纯粹的公司,其市盈率与美光科技相似,增长也相似。这给我们留下了基本上两种纯游戏内存股票可供选择。而且都很便宜。因此,如果你正在寻找非常便宜的科技游戏,内存就是你想要的。</blockquote></p><p> Micron is well positioned in the memory industry. It proved its mettle by withstanding the loss of Huawei’s business after the U.S. banned chip exports to China, coming back from the ordeal with a strong balance sheet. After seeing its revenue dip 8% in 2020,Micron is back to strong year-over-year growth, not only compared to 2020 but compared to 2019 as well. It looks like everything is full steam ahead for Micron. Accordingly I will develop a bullish thesis on the stock in this article, arguing that its unique mix of growth and value characteristics makes it a worthy buy.</p><p><blockquote>美光在内存行业处于有利地位。在美国禁止向中国出口芯片后,它经受住了华为业务的损失,证明了自己的勇气,并以强劲的资产负债表从磨难中恢复过来。在2020年收入下降8%后,美光科技不仅与2020年相比,而且与2019年相比,都恢复了强劲的同比增长。看起来美光科技的一切都在全速前进。因此,我将在本文中对该股提出看涨论点,认为其独特的增长和价值特征组合使其值得买入。</blockquote></p><p> <b>Memory Industry Factors</b></p><p><blockquote><b>存储器行业因素</b></blockquote></p><p> Before looking at MU’s own fundamentals we need to look at the industry the company operates in. Micron forecasts that its growth will follow industry trends, so we need to know what the memory industry looks like.</p><p><blockquote>在了解MU自身的基本面之前,我们需要先了解该公司所处的行业。美光预测其增长将跟随行业趋势,因此我们需要了解内存行业的情况。</blockquote></p><p> The DRAM industry is basically an oligopoly between Micron, Samsung and SK Hynix. According to Statista, Samsung leads with 42%, SK Hynix is in second with 29%, and Micron is in third with 23%. There are other players but their market share is too small to be worth mentioning, the largest of them having 3.3%. The picture is a little different for NAND flash storage, with more major players, but Micron has a healthy 10% share there, too.</p><p><blockquote>DRAM行业基本上是美光、三星和SK海力士之间的寡头垄断。根据Statista的数据,三星以42%领先,SK海力士以29%位居第二,美光以23%位居第三。还有其他参与者,但他们的市场份额太小,不值一提,其中最大的只有3.3%。NAND闪存存储的情况略有不同,主要参与者更多,但美光在该领域也拥有10%的份额。</blockquote></p><p> So, Micron is a top player in the memory industry. It’s not #1, but it is one of the top two pure plays in the space. Its strong position in the industry isn’t disputed. The question is whether the industry’s own prospects are strong.</p><p><blockquote>因此,美光是内存行业的顶级参与者。它不是第一名,但它是该领域排名前两位的纯戏剧之一。它在行业中的强势地位是无可争议的。问题是这个行业自身的前景是否强劲。</blockquote></p><p> Micron, unsurprisingly, thinks that they are. In addition to forecasting 20%-30% growth in its verticals, the company also expects long-term CAGR growth ranging from the mid-teens to 30%. That would be great news if it materialized. With that said, you’d expect a company to say that its industry is strong. So we might want to look at some third-party opinions here.</p><p><blockquote>不出所料,美光认为他们是。除了预测其垂直行业将增长20%-30%外,该公司还预计长期复合年增长率将在十几岁到30%之间。如果它成为现实,那将是一个好消息。也就是说,你会期望一家公司说它的行业很强大。所以我们可能想在这里看看一些第三方的意见。</blockquote></p><p></p><p> The market research firm Verified Market Research expects the DRAM industry to grow at 8.7%. This is a little over half Micron’s internal forecast for DRAM demand. At 8.7% CAGR growth Micron would be growing slower than it is now, although that isn’t bad growth for a stock with a P/E of 11. Many bank stocks are more expensive than that and 8.7% revenue growth is a banner year for a bank.</p><p><blockquote>市场研究公司Verified Market Research预计DRAM行业将增长8.7%。这是美光内部对DRAM需求预测的一半多一点。美光科技的复合年增长率为8.7%,其增长速度将比现在慢,尽管对于市盈率为11的股票来说,这并不是一个糟糕的增长。许多银行股都比这更贵,8.7%的收入增长对于银行来说是辉煌的一年。</blockquote></p><p> As for NAND, I was able to find forecasts anywhere from 11% CAGR (Mordor Intelligence) to 22% (Valuates Reports). Again these don’t match Micron’s rosy forecasts, but are pretty optimistic themselves. Barely anybody is expecting the memory industry to decline, and most organizations are forecasting double digit growth. This makes sense when you consider who these companies serve. In addition to producing sticks of RAM and SD cards/personal SSDs for consumers, they also produce:</p><p><blockquote>至于NAND,我能够找到从11%CAGR(魔多情报)到22%(估值报告)的预测。同样,这些与美光的乐观预测不符,但它们本身却相当乐观。几乎没有人预计内存行业会衰退,大多数组织都预测会出现两位数的增长。当你考虑这些公司为谁服务时,这是有道理的。除了为消费者生产RAM和SD卡/个人固态硬盘外,他们还生产:</blockquote></p><p> <ul> <li>RAM for 5G smartphones.</p><p><blockquote><ul><li>5G智能手机的内存。</li></ul></blockquote></p><p></li> <li>SSDs for data centers.</p><p><blockquote><li>用于数据中心的固态硬盘。</li></blockquote></p><p></li> <li>Components for computer manufacturers.</p><p><blockquote><li>计算机制造商的组件。</li></blockquote></p><p></li> </ul> These are all strong growth sectors. Smartphone growth didslow down a bit from 2018 to 2020, but picked up again in 2021. Cloud computing is currently a huge growth driver for pretty much all of the companies in the space.<b>Amazon</b>(AMZN),<b>Microsoft</b>(MSFT) and <b>Alphabet</b>(GOOG) (GOOGL) are all seeing high double-digit growth in their cloud businesses. Companies like <b>Meta Platforms</b>(FB), which don’t operate cloud businesses, nevertheless rely heavily on data centers to run their own services. So there is massive and growing demand for DRAM and NAND from internet companies.</p><p><blockquote>这些都是强劲增长的行业。从2018年到2020年,智能手机的增长略有放缓,但在2021年再次回升。云计算目前是该领域几乎所有公司的巨大增长动力。<b>亚马逊</b>(亚马逊),<b>微软</b>(MSFT)和<b>Alphabet</b>(GOOG)(GOOGL)的云业务都实现了两位数的高增长。公司喜欢<b>元平台</b>(FB)不经营云业务,但严重依赖数据中心来运行自己的服务。因此,互联网公司对DRAM和NAND的需求巨大且不断增长。</blockquote></p><p> What all this means is that powerful industry forces are driving the increase in demand for memory. It’s not just that the industry itself is growing, but the much larger industries it sells to are growing. This means there’s a basis for thinking that the memory industry’s strong growth will continue. As long as smartphones remain popular and data centers remain necessary, there’ll be a need for memory. And Micron is one of the three leading companies supplying it.</p><p><blockquote>这一切意味着,强大的行业力量正在推动内存需求的增长。不仅仅是行业本身在增长,它所销售的更大的行业也在增长。这意味着有理由认为内存行业的强劲增长将持续下去。只要智能手机仍然流行,数据中心仍然必要,就会有对内存的需求。美光是供应它的三家领先公司之一。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务和估值</b></blockquote></p><p> Having looked at Micron’s industry position, we can now turn to its financials and valuation.</p><p><blockquote>在了解了美光科技的行业地位后,我们现在可以转向其财务状况和估值。</blockquote></p><p> Micron Technology is, broadly, a highly profitable, fast-growing business with an attractive valuation. It’s one of the few stocks I’ve come across that scores ‘A’ or higher on four of Seeking Alpha Quant’s factors (growth, profitability, momentum and valuation), and a quick glance at the company’s financials shows why that’s the case.</p><p><blockquote>从广义上讲,美光科技是一家高利润、快速增长的企业,估值极具吸引力。这是我见过的少数几只在Seeking Alpha Quant的四个因素(增长、盈利能力、动量和估值)上得分为“A”或更高的股票之一,快速浏览一下该公司的财务数据就会明白为什么会这样。</blockquote></p><p> First, let’s look at earnings for the most recent quarter. In the first quarter, Micron delivered:</p><p><blockquote>首先,让我们看看最近一个季度的收益。第一季度,美光科技交付:</blockquote></p><p> <ul> <li>$7.68 billion in revenue, up 33% year over year (but down 7% sequentially).</p><p><blockquote><ul><li>收入76.8亿美元,同比增长33%(但环比下降7%)。</li></ul></blockquote></p><p></li> <li>$2.6 billion in operating income, up 203% year-over-year.</p><p><blockquote><li>营业收入26亿美元,同比增长203%。</li></blockquote></p><p></li> <li>Net income: $2.3 billion, up 176% year-over-year.</p><p><blockquote><li>净利润:23亿美元,同比增长176%。</li></blockquote></p><p></li> <li>Diluted EPS: $2.16, up 176% year-over-year.</p><p><blockquote><li>稀释后每股收益:2.16美元,同比增长176%。</li></blockquote></p><p></li> <li>Cash from operations: $3.9 billion, up 100% year-over-year.</p><p><blockquote><li>运营现金:39亿美元,同比增长100%。</li></blockquote></p><p></li> </ul> These were pretty solid results. Not only was the growth strong, the profitability was strong as well. $2.6 billion in earnings on $7.6 billion in revenue gives us a 33% net margin. Extremely high. The company had $45 billion in equity for the period. That produces a somewhat unimpressive return on equity of 5.77%, althoughSeeking Alpha Quantshows a healthy 17% ROE for the full trailing 12 month period. So we’ve got decent earnings and profitability in the most recent period.</p><p><blockquote>这些都是相当可靠的结果。不仅增长强劲,盈利能力也很强。收入为76亿美元,盈利为26亿美元,净利润率为33%。极高。该公司在此期间拥有450亿美元的股本。尽管Seeking Alpha Quants显示过去12个月的ROE为17%,但股本回报率为5.77%,并不令人印象深刻。因此,我们在最近一段时间获得了不错的收益和盈利能力。</blockquote></p><p> The same holds true for the last five years as well. For the past five years, MU’s CAGR growth rates in select metrics have been:</p><p><blockquote>过去五年也是如此。在过去五年中,MU在部分指标上的复合年增长率为:</blockquote></p><p> <ul> <li>18% in revenue.</p><p><blockquote><ul><li>收入的18%。</li></ul></blockquote></p><p></li> <li>90% in operating income.</p><p><blockquote><li>营业收入的90%。</li></blockquote></p><p></li> <li>118% in ROE.</p><p><blockquote><li>净资产收益率为118%。</li></blockquote></p><p></li> </ul> Unfortunately we can’t do the five-year CAGR calculation for net income or EPS because those figures were negative in 2016. However, if we start from 2015 and do a six year CAGR calculation, we get 16% six-year CAGR growth in EPS. Not quite as strong as the most recent quarter, but still very strong.</p><p><blockquote>不幸的是,我们无法对净利润或每股收益进行五年复合年增长率计算,因为这些数字在2016年为负值。然而,如果我们从2015年开始进行六年复合年增长率计算,我们会得到每股收益的六年复合年增长率为16%。不像最近一个季度那么强劲,但仍然非常强劲。</blockquote></p><p></p><p> So we’ve got very strong financials and growth from Micron. One strike the company has against it is earnings volatility. As you’ll note from above, earnings were negative in 2016. Also, they hit a peak in 2018 and then declined in 2019 and again in 2020–mostly due to the loss of Huawei. This is all reflected in the stock’s price history: it’s more volatile than average, with a 1.15 beta coefficient. Put simply, the stock isn’t for the faint of heart. Micron’s earnings have swung up and down dramatically throughout its history and that isn’t stopping any time soon. RAM prices arevery volatile, subject to massive booms and bust. This is part of RAM’s status as a commodity: companies buy it up in bulk from all suppliers and often stop buying when they have too much. This leads prices to go up and down as orders abruptly start and stop. Much like oil or coal, companies are sometimes just sitting on too much RAM to buy more.</p><p><blockquote>因此,美光科技的财务状况和增长非常强劲。该公司面临的一个打击是盈利波动。正如您从上面注意到的,2016年的盈利为负。此外,它们在2018年达到顶峰,然后在2019年和2020年再次下降——主要是由于华为的损失。这一切都反映在该股的价格历史中:它的波动性高于平均水平,贝塔系数为1.15。简而言之,这只股票不适合胆小的人。美光科技的盈利在其历史上波动剧烈,而且这种情况不会很快停止。RAM价格波动很大,可能会出现大规模的繁荣和萧条。这是RAM作为商品地位的一部分:公司从所有供应商那里批量购买,当数量过多时通常会停止购买。这导致价格随着订单突然开始和停止而上下波动。就像石油或煤炭一样,公司有时只是坐拥太多内存而无法购买更多。</blockquote></p><p> With all that said, these factors are well priced into Micron’s stock. At today’s prices, Micron trades at 12 times adjusted earnings, 14.6 times GAAP earnings, 3.57 times sales, 2.3 times book value and 7.3 times operating cash flow. These are basically dirt cheap multiples for a high-growth tech stock. And while a company like Micron can’t count on steadily climbing earnings that never dip, it should keep delivering more value to shareholders as demand for phones, data centers and laptops grows.</p><p><blockquote>综上所述,这些因素已经很好地反映在美光科技的股票中。按今天的价格计算,美光的调整后市盈率为12倍,GAAP市盈率为14.6倍,销售额为3.57倍,账面价值为2.3倍,运营现金流为7.3倍。对于高增长科技股来说,这些市盈率基本上是非常便宜的。虽然像美光这样的公司不能指望盈利稳步攀升而永不下降,但随着对手机、数据中心和笔记本电脑需求的增长,它应该继续为股东提供更多价值。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Micron Technology’s 15.6% one-week rally was no fluke. It was the expected result of a cheap stock well positioned to profit off of current tech trends, beating on earnings while having low multiples. As of December 2021, demand for DRAM and NAND flash is expected to keep growing. Whether Micron’s internal 20%-30% forecast will be hit remains to be seen, but even more modest forecasts call for growth in the 10%+ range. So, Micron’s business should continue to grow from here. Earnings growth will of course slow from the recent 175%, but it should remain strong for at least a few years.</p><p><blockquote>美光科技15.6%的一周涨幅并非侥幸。这是一只廉价股票的预期结果,该股票处于有利地位,可以从当前的科技趋势中获利,盈利超出预期,市盈率较低。截至2021年12月,DRAM和NAND flash的需求预计将保持增长。美光内部20%-30%的预测是否会达到还有待观察,但更温和的预测看涨期权的增长将在10%以上的范围内。因此,美光的业务应该会从这里继续增长。盈利增长当然会从最近的175%放缓,但至少在几年内应该会保持强劲。</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>Micron Technology: Expect More Of These Rallies<blockquote>美光科技:预计会有更多反弹</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Technology: Expect More Of These Rallies<blockquote>美光科技:预计会有更多反弹</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-27 20:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Micron Technology stock recently rallied 10.5% in a single day.</li> <li>The rally was probably due to a stellar earnings release the company put out the day before.</li> <li>Most likely, Micron will see continued upside, as demand for its products is only growing.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3cccfdfe04ca23523841d6775bbb072\" tg-width=\"1536\" tg-height=\"1075\" width=\"100%\" height=\"auto\"><span>Georgijevic/E+ via Getty Images</span></p><p><blockquote><ul><li>美光科技股价最近单日上涨10.5%。</li><li>此次上涨可能是由于该公司前一天发布的出色财报。</li><li>最有可能的是,美光科技将继续上涨,因为对其产品的需求只会不断增长。</li></ul><p class=\"t-img-caption\"><span>Georgijevic/E+来自盖蒂图片社</span></p></blockquote></p><p> <b>Micron Technology</b>(MU) stock went on a pronounced rally Tuesday, rising 10.5% in a single trading day. It rallied another 5% on Thursday, leading to 15.66% gains for the week. The rally came immediately after a strong earnings release that beat on both revenue and profit. For the quarter, revenue came in at $7.69 billion (beat by $10 million) and EPS came in at $2.16 (beat by $0.02). The growth in EPS was impressive because it showed that the previous quarter’s stunning growth was no fluke.</p><p><blockquote><b>美光科技</b>(MU)股价周二大幅上涨,单交易日上涨10.5%。周四又上涨5%,本周上涨15.66%。此次反弹是在收入和利润均超出预期的强劲财报发布后立即发生的。本季度收入为76.9亿美元(超出1000万美元),每股收益为2.16美元(超出0.02美元)。每股收益的增长令人印象深刻,因为它表明上一季度的惊人增长并非侥幸。</blockquote></p><p> For the fourth quarter, Micron grew revenue by 37% and earnings by 175% year-over-year. It was an incredible achievement, one that few saw the company replicating. Fortunately, it did, with very similar results for the first quarter of fiscal 2022. Micron’s first quarter revenue growth was nearly as strong as its fourth quarter growth, and its earnings growth was actually slightly better, coming in at a whopping 177%.</p><p><blockquote>第四季度,美光科技收入同比增长37%,盈利同比增长175%。这是一项令人难以置信的成就,很少有人看到该公司复制。幸运的是,事实确实如此,2022财年第一季度的结果非常相似。美光科技第一季度的收入增长几乎与第四季度的增长一样强劲,而且其盈利增长实际上略好一些,高达177%。</blockquote></p><p> Clearly, Micron has put a couple of great quarters behind it. Both the fourth and first quarters saw triple-digit growth in earnings, and the outlook was strong as well. The company forecast 20% growth in DRAM demand and 30% growth in demand for NAND. It expected its shipment growth for each category to be in-line with industry growth. It follows from this that Micron expects revenue growth between 20% and 30% assuming no price increases.</p><p><blockquote>显然,美光科技已经度过了几个出色的季度。第四季度和第一季度的盈利都实现了三位数的增长,前景也很强劲。该公司预测DRAM需求增长20%,NAND需求增长30%。该公司预计每个类别的出货量增长将与行业增长保持一致。由此可见,假设价格不上涨,美光预计收入将增长20%至30%。</blockquote></p><p> It’s a pretty rosy picture. And some investors believe that this is only the beginning. Legendary value investors like Li Lu and Mohnish Pabrai are betting heavily on Micron, believing that the memory sector is undervalued. Indeed, it is, if Micron is any indication. The stock trades at just 12 times earnings even after Tuesday’s monster rally. By the standards of tech stocks, it’s super cheap. And it’s one of the few ways you can get exposure to the memory industry on its own, with no other tech stuff packaged in.<b>Samsung</b>(OTC:SSNLF) is the biggest memory player, but it’s not a pure play. SK Hynix (OTC:HXSCF) is a pure play and has multiples similar to Micron’s, with similar growth as well. That leaves us with basically two pure play memory stocks to choose from. And they’re both very cheap. So if you’re looking for dirt-cheap tech plays, memory is where you want to be.</p><p><blockquote>这是一幅非常美好的画面。而有投资者认为,这仅仅是个开始。像李录和Mohnish Pabrai这样的传奇价值投资者正在重仓美光,认为内存板块被低估了。事实上,如果微米有任何迹象的话,确实如此。即使在周二大幅上涨之后,该股的市盈率也仅为12倍。按照科技股的标准,它超级便宜。这是少数几种你可以独自接触内存行业的方式之一,没有其他技术内容。<b>三星</b>(场外交易代码:SSNLF)是最大的内存玩家,但它不是纯粹的游戏。SK海力士(OTC:HXSCF)是一家纯粹的公司,其市盈率与美光科技相似,增长也相似。这给我们留下了基本上两种纯游戏内存股票可供选择。而且都很便宜。因此,如果你正在寻找非常便宜的科技游戏,内存就是你想要的。</blockquote></p><p> Micron is well positioned in the memory industry. It proved its mettle by withstanding the loss of Huawei’s business after the U.S. banned chip exports to China, coming back from the ordeal with a strong balance sheet. After seeing its revenue dip 8% in 2020,Micron is back to strong year-over-year growth, not only compared to 2020 but compared to 2019 as well. It looks like everything is full steam ahead for Micron. Accordingly I will develop a bullish thesis on the stock in this article, arguing that its unique mix of growth and value characteristics makes it a worthy buy.</p><p><blockquote>美光在内存行业处于有利地位。在美国禁止向中国出口芯片后,它经受住了华为业务的损失,证明了自己的勇气,并以强劲的资产负债表从磨难中恢复过来。在2020年收入下降8%后,美光科技不仅与2020年相比,而且与2019年相比,都恢复了强劲的同比增长。看起来美光科技的一切都在全速前进。因此,我将在本文中对该股提出看涨论点,认为其独特的增长和价值特征组合使其值得买入。</blockquote></p><p> <b>Memory Industry Factors</b></p><p><blockquote><b>存储器行业因素</b></blockquote></p><p> Before looking at MU’s own fundamentals we need to look at the industry the company operates in. Micron forecasts that its growth will follow industry trends, so we need to know what the memory industry looks like.</p><p><blockquote>在了解MU自身的基本面之前,我们需要先了解该公司所处的行业。美光预测其增长将跟随行业趋势,因此我们需要了解内存行业的情况。</blockquote></p><p> The DRAM industry is basically an oligopoly between Micron, Samsung and SK Hynix. According to Statista, Samsung leads with 42%, SK Hynix is in second with 29%, and Micron is in third with 23%. There are other players but their market share is too small to be worth mentioning, the largest of them having 3.3%. The picture is a little different for NAND flash storage, with more major players, but Micron has a healthy 10% share there, too.</p><p><blockquote>DRAM行业基本上是美光、三星和SK海力士之间的寡头垄断。根据Statista的数据,三星以42%领先,SK海力士以29%位居第二,美光以23%位居第三。还有其他参与者,但他们的市场份额太小,不值一提,其中最大的只有3.3%。NAND闪存存储的情况略有不同,主要参与者更多,但美光在该领域也拥有10%的份额。</blockquote></p><p> So, Micron is a top player in the memory industry. It’s not #1, but it is one of the top two pure plays in the space. Its strong position in the industry isn’t disputed. The question is whether the industry’s own prospects are strong.</p><p><blockquote>因此,美光是内存行业的顶级参与者。它不是第一名,但它是该领域排名前两位的纯戏剧之一。它在行业中的强势地位是无可争议的。问题是这个行业自身的前景是否强劲。</blockquote></p><p> Micron, unsurprisingly, thinks that they are. In addition to forecasting 20%-30% growth in its verticals, the company also expects long-term CAGR growth ranging from the mid-teens to 30%. That would be great news if it materialized. With that said, you’d expect a company to say that its industry is strong. So we might want to look at some third-party opinions here.</p><p><blockquote>不出所料,美光认为他们是。除了预测其垂直行业将增长20%-30%外,该公司还预计长期复合年增长率将在十几岁到30%之间。如果它成为现实,那将是一个好消息。也就是说,你会期望一家公司说它的行业很强大。所以我们可能想在这里看看一些第三方的意见。</blockquote></p><p></p><p> The market research firm Verified Market Research expects the DRAM industry to grow at 8.7%. This is a little over half Micron’s internal forecast for DRAM demand. At 8.7% CAGR growth Micron would be growing slower than it is now, although that isn’t bad growth for a stock with a P/E of 11. Many bank stocks are more expensive than that and 8.7% revenue growth is a banner year for a bank.</p><p><blockquote>市场研究公司Verified Market Research预计DRAM行业将增长8.7%。这是美光内部对DRAM需求预测的一半多一点。美光科技的复合年增长率为8.7%,其增长速度将比现在慢,尽管对于市盈率为11的股票来说,这并不是一个糟糕的增长。许多银行股都比这更贵,8.7%的收入增长对于银行来说是辉煌的一年。</blockquote></p><p> As for NAND, I was able to find forecasts anywhere from 11% CAGR (Mordor Intelligence) to 22% (Valuates Reports). Again these don’t match Micron’s rosy forecasts, but are pretty optimistic themselves. Barely anybody is expecting the memory industry to decline, and most organizations are forecasting double digit growth. This makes sense when you consider who these companies serve. In addition to producing sticks of RAM and SD cards/personal SSDs for consumers, they also produce:</p><p><blockquote>至于NAND,我能够找到从11%CAGR(魔多情报)到22%(估值报告)的预测。同样,这些与美光的乐观预测不符,但它们本身却相当乐观。几乎没有人预计内存行业会衰退,大多数组织都预测会出现两位数的增长。当你考虑这些公司为谁服务时,这是有道理的。除了为消费者生产RAM和SD卡/个人固态硬盘外,他们还生产:</blockquote></p><p> <ul> <li>RAM for 5G smartphones.</p><p><blockquote><ul><li>5G智能手机的内存。</li></ul></blockquote></p><p></li> <li>SSDs for data centers.</p><p><blockquote><li>用于数据中心的固态硬盘。</li></blockquote></p><p></li> <li>Components for computer manufacturers.</p><p><blockquote><li>计算机制造商的组件。</li></blockquote></p><p></li> </ul> These are all strong growth sectors. Smartphone growth didslow down a bit from 2018 to 2020, but picked up again in 2021. Cloud computing is currently a huge growth driver for pretty much all of the companies in the space.<b>Amazon</b>(AMZN),<b>Microsoft</b>(MSFT) and <b>Alphabet</b>(GOOG) (GOOGL) are all seeing high double-digit growth in their cloud businesses. Companies like <b>Meta Platforms</b>(FB), which don’t operate cloud businesses, nevertheless rely heavily on data centers to run their own services. So there is massive and growing demand for DRAM and NAND from internet companies.</p><p><blockquote>这些都是强劲增长的行业。从2018年到2020年,智能手机的增长略有放缓,但在2021年再次回升。云计算目前是该领域几乎所有公司的巨大增长动力。<b>亚马逊</b>(亚马逊),<b>微软</b>(MSFT)和<b>Alphabet</b>(GOOG)(GOOGL)的云业务都实现了两位数的高增长。公司喜欢<b>元平台</b>(FB)不经营云业务,但严重依赖数据中心来运行自己的服务。因此,互联网公司对DRAM和NAND的需求巨大且不断增长。</blockquote></p><p> What all this means is that powerful industry forces are driving the increase in demand for memory. It’s not just that the industry itself is growing, but the much larger industries it sells to are growing. This means there’s a basis for thinking that the memory industry’s strong growth will continue. As long as smartphones remain popular and data centers remain necessary, there’ll be a need for memory. And Micron is one of the three leading companies supplying it.</p><p><blockquote>这一切意味着,强大的行业力量正在推动内存需求的增长。不仅仅是行业本身在增长,它所销售的更大的行业也在增长。这意味着有理由认为内存行业的强劲增长将持续下去。只要智能手机仍然流行,数据中心仍然必要,就会有对内存的需求。美光是供应它的三家领先公司之一。</blockquote></p><p> <b>Financials and Valuation</b></p><p><blockquote><b>财务和估值</b></blockquote></p><p> Having looked at Micron’s industry position, we can now turn to its financials and valuation.</p><p><blockquote>在了解了美光科技的行业地位后,我们现在可以转向其财务状况和估值。</blockquote></p><p> Micron Technology is, broadly, a highly profitable, fast-growing business with an attractive valuation. It’s one of the few stocks I’ve come across that scores ‘A’ or higher on four of Seeking Alpha Quant’s factors (growth, profitability, momentum and valuation), and a quick glance at the company’s financials shows why that’s the case.</p><p><blockquote>从广义上讲,美光科技是一家高利润、快速增长的企业,估值极具吸引力。这是我见过的少数几只在Seeking Alpha Quant的四个因素(增长、盈利能力、动量和估值)上得分为“A”或更高的股票之一,快速浏览一下该公司的财务数据就会明白为什么会这样。</blockquote></p><p> First, let’s look at earnings for the most recent quarter. In the first quarter, Micron delivered:</p><p><blockquote>首先,让我们看看最近一个季度的收益。第一季度,美光科技交付:</blockquote></p><p> <ul> <li>$7.68 billion in revenue, up 33% year over year (but down 7% sequentially).</p><p><blockquote><ul><li>收入76.8亿美元,同比增长33%(但环比下降7%)。</li></ul></blockquote></p><p></li> <li>$2.6 billion in operating income, up 203% year-over-year.</p><p><blockquote><li>营业收入26亿美元,同比增长203%。</li></blockquote></p><p></li> <li>Net income: $2.3 billion, up 176% year-over-year.</p><p><blockquote><li>净利润:23亿美元,同比增长176%。</li></blockquote></p><p></li> <li>Diluted EPS: $2.16, up 176% year-over-year.</p><p><blockquote><li>稀释后每股收益:2.16美元,同比增长176%。</li></blockquote></p><p></li> <li>Cash from operations: $3.9 billion, up 100% year-over-year.</p><p><blockquote><li>运营现金:39亿美元,同比增长100%。</li></blockquote></p><p></li> </ul> These were pretty solid results. Not only was the growth strong, the profitability was strong as well. $2.6 billion in earnings on $7.6 billion in revenue gives us a 33% net margin. Extremely high. The company had $45 billion in equity for the period. That produces a somewhat unimpressive return on equity of 5.77%, althoughSeeking Alpha Quantshows a healthy 17% ROE for the full trailing 12 month period. So we’ve got decent earnings and profitability in the most recent period.</p><p><blockquote>这些都是相当可靠的结果。不仅增长强劲,盈利能力也很强。收入为76亿美元,盈利为26亿美元,净利润率为33%。极高。该公司在此期间拥有450亿美元的股本。尽管Seeking Alpha Quants显示过去12个月的ROE为17%,但股本回报率为5.77%,并不令人印象深刻。因此,我们在最近一段时间获得了不错的收益和盈利能力。</blockquote></p><p> The same holds true for the last five years as well. For the past five years, MU’s CAGR growth rates in select metrics have been:</p><p><blockquote>过去五年也是如此。在过去五年中,MU在部分指标上的复合年增长率为:</blockquote></p><p> <ul> <li>18% in revenue.</p><p><blockquote><ul><li>收入的18%。</li></ul></blockquote></p><p></li> <li>90% in operating income.</p><p><blockquote><li>营业收入的90%。</li></blockquote></p><p></li> <li>118% in ROE.</p><p><blockquote><li>净资产收益率为118%。</li></blockquote></p><p></li> </ul> Unfortunately we can’t do the five-year CAGR calculation for net income or EPS because those figures were negative in 2016. However, if we start from 2015 and do a six year CAGR calculation, we get 16% six-year CAGR growth in EPS. Not quite as strong as the most recent quarter, but still very strong.</p><p><blockquote>不幸的是,我们无法对净利润或每股收益进行五年复合年增长率计算,因为这些数字在2016年为负值。然而,如果我们从2015年开始进行六年复合年增长率计算,我们会得到每股收益的六年复合年增长率为16%。不像最近一个季度那么强劲,但仍然非常强劲。</blockquote></p><p></p><p> So we’ve got very strong financials and growth from Micron. One strike the company has against it is earnings volatility. As you’ll note from above, earnings were negative in 2016. Also, they hit a peak in 2018 and then declined in 2019 and again in 2020–mostly due to the loss of Huawei. This is all reflected in the stock’s price history: it’s more volatile than average, with a 1.15 beta coefficient. Put simply, the stock isn’t for the faint of heart. Micron’s earnings have swung up and down dramatically throughout its history and that isn’t stopping any time soon. RAM prices arevery volatile, subject to massive booms and bust. This is part of RAM’s status as a commodity: companies buy it up in bulk from all suppliers and often stop buying when they have too much. This leads prices to go up and down as orders abruptly start and stop. Much like oil or coal, companies are sometimes just sitting on too much RAM to buy more.</p><p><blockquote>因此,美光科技的财务状况和增长非常强劲。该公司面临的一个打击是盈利波动。正如您从上面注意到的,2016年的盈利为负。此外,它们在2018年达到顶峰,然后在2019年和2020年再次下降——主要是由于华为的损失。这一切都反映在该股的价格历史中:它的波动性高于平均水平,贝塔系数为1.15。简而言之,这只股票不适合胆小的人。美光科技的盈利在其历史上波动剧烈,而且这种情况不会很快停止。RAM价格波动很大,可能会出现大规模的繁荣和萧条。这是RAM作为商品地位的一部分:公司从所有供应商那里批量购买,当数量过多时通常会停止购买。这导致价格随着订单突然开始和停止而上下波动。就像石油或煤炭一样,公司有时只是坐拥太多内存而无法购买更多。</blockquote></p><p> With all that said, these factors are well priced into Micron’s stock. At today’s prices, Micron trades at 12 times adjusted earnings, 14.6 times GAAP earnings, 3.57 times sales, 2.3 times book value and 7.3 times operating cash flow. These are basically dirt cheap multiples for a high-growth tech stock. And while a company like Micron can’t count on steadily climbing earnings that never dip, it should keep delivering more value to shareholders as demand for phones, data centers and laptops grows.</p><p><blockquote>综上所述,这些因素已经很好地反映在美光科技的股票中。按今天的价格计算,美光的调整后市盈率为12倍,GAAP市盈率为14.6倍,销售额为3.57倍,账面价值为2.3倍,运营现金流为7.3倍。对于高增长科技股来说,这些市盈率基本上是非常便宜的。虽然像美光这样的公司不能指望盈利稳步攀升而永不下降,但随着对手机、数据中心和笔记本电脑需求的增长,它应该继续为股东提供更多价值。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Micron Technology’s 15.6% one-week rally was no fluke. It was the expected result of a cheap stock well positioned to profit off of current tech trends, beating on earnings while having low multiples. As of December 2021, demand for DRAM and NAND flash is expected to keep growing. Whether Micron’s internal 20%-30% forecast will be hit remains to be seen, but even more modest forecasts call for growth in the 10%+ range. So, Micron’s business should continue to grow from here. Earnings growth will of course slow from the recent 175%, but it should remain strong for at least a few years.</p><p><blockquote>美光科技15.6%的一周涨幅并非侥幸。这是一只廉价股票的预期结果,该股票处于有利地位,可以从当前的科技趋势中获利,盈利超出预期,市盈率较低。截至2021年12月,DRAM和NAND flash的需求预计将保持增长。美光内部20%-30%的预测是否会达到还有待观察,但更温和的预测看涨期权的增长将在10%以上的范围内。因此,美光的业务应该会从这里继续增长。盈利增长当然会从最近的175%放缓,但至少在几年内应该会保持强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4476781-micron-technology-expect-more-of-these-rallies\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4476781-micron-technology-expect-more-of-these-rallies","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168370421","content_text":"Summary\n\nMicron Technology stock recently rallied 10.5% in a single day.\nThe rally was probably due to a stellar earnings release the company put out the day before.\nMost likely, Micron will see continued upside, as demand for its products is only growing.\n\nGeorgijevic/E+ via Getty Images\nMicron Technology(MU) stock went on a pronounced rally Tuesday, rising 10.5% in a single trading day. It rallied another 5% on Thursday, leading to 15.66% gains for the week. The rally came immediately after a strong earnings release that beat on both revenue and profit. For the quarter, revenue came in at $7.69 billion (beat by $10 million) and EPS came in at $2.16 (beat by $0.02). The growth in EPS was impressive because it showed that the previous quarter’s stunning growth was no fluke.\nFor the fourth quarter, Micron grew revenue by 37% and earnings by 175% year-over-year. It was an incredible achievement, one that few saw the company replicating. Fortunately, it did, with very similar results for the first quarter of fiscal 2022. Micron’s first quarter revenue growth was nearly as strong as its fourth quarter growth, and its earnings growth was actually slightly better, coming in at a whopping 177%.\nClearly, Micron has put a couple of great quarters behind it. Both the fourth and first quarters saw triple-digit growth in earnings, and the outlook was strong as well. The company forecast 20% growth in DRAM demand and 30% growth in demand for NAND. It expected its shipment growth for each category to be in-line with industry growth. It follows from this that Micron expects revenue growth between 20% and 30% assuming no price increases.\nIt’s a pretty rosy picture. And some investors believe that this is only the beginning. Legendary value investors like Li Lu and Mohnish Pabrai are betting heavily on Micron, believing that the memory sector is undervalued. Indeed, it is, if Micron is any indication. The stock trades at just 12 times earnings even after Tuesday’s monster rally. By the standards of tech stocks, it’s super cheap. And it’s one of the few ways you can get exposure to the memory industry on its own, with no other tech stuff packaged in.Samsung(OTC:SSNLF) is the biggest memory player, but it’s not a pure play. SK Hynix (OTC:HXSCF) is a pure play and has multiples similar to Micron’s, with similar growth as well. That leaves us with basically two pure play memory stocks to choose from. And they’re both very cheap. So if you’re looking for dirt-cheap tech plays, memory is where you want to be.\nMicron is well positioned in the memory industry. It proved its mettle by withstanding the loss of Huawei’s business after the U.S. banned chip exports to China, coming back from the ordeal with a strong balance sheet. After seeing its revenue dip 8% in 2020,Micron is back to strong year-over-year growth, not only compared to 2020 but compared to 2019 as well. It looks like everything is full steam ahead for Micron. Accordingly I will develop a bullish thesis on the stock in this article, arguing that its unique mix of growth and value characteristics makes it a worthy buy.\nMemory Industry Factors\nBefore looking at MU’s own fundamentals we need to look at the industry the company operates in. Micron forecasts that its growth will follow industry trends, so we need to know what the memory industry looks like.\nThe DRAM industry is basically an oligopoly between Micron, Samsung and SK Hynix. According to Statista, Samsung leads with 42%, SK Hynix is in second with 29%, and Micron is in third with 23%. There are other players but their market share is too small to be worth mentioning, the largest of them having 3.3%. The picture is a little different for NAND flash storage, with more major players, but Micron has a healthy 10% share there, too.\nSo, Micron is a top player in the memory industry. It’s not #1, but it is one of the top two pure plays in the space. Its strong position in the industry isn’t disputed. The question is whether the industry’s own prospects are strong.\nMicron, unsurprisingly, thinks that they are. In addition to forecasting 20%-30% growth in its verticals, the company also expects long-term CAGR growth ranging from the mid-teens to 30%. That would be great news if it materialized. With that said, you’d expect a company to say that its industry is strong. So we might want to look at some third-party opinions here.\nThe market research firm Verified Market Research expects the DRAM industry to grow at 8.7%. This is a little over half Micron’s internal forecast for DRAM demand. At 8.7% CAGR growth Micron would be growing slower than it is now, although that isn’t bad growth for a stock with a P/E of 11. Many bank stocks are more expensive than that and 8.7% revenue growth is a banner year for a bank.\nAs for NAND, I was able to find forecasts anywhere from 11% CAGR (Mordor Intelligence) to 22% (Valuates Reports). Again these don’t match Micron’s rosy forecasts, but are pretty optimistic themselves. Barely anybody is expecting the memory industry to decline, and most organizations are forecasting double digit growth. This makes sense when you consider who these companies serve. In addition to producing sticks of RAM and SD cards/personal SSDs for consumers, they also produce:\n\nRAM for 5G smartphones.\nSSDs for data centers.\nComponents for computer manufacturers.\n\nThese are all strong growth sectors. Smartphone growth didslow down a bit from 2018 to 2020, but picked up again in 2021. Cloud computing is currently a huge growth driver for pretty much all of the companies in the space.Amazon(AMZN),Microsoft(MSFT) and Alphabet(GOOG) (GOOGL) are all seeing high double-digit growth in their cloud businesses. Companies like Meta Platforms(FB), which don’t operate cloud businesses, nevertheless rely heavily on data centers to run their own services. So there is massive and growing demand for DRAM and NAND from internet companies.\nWhat all this means is that powerful industry forces are driving the increase in demand for memory. It’s not just that the industry itself is growing, but the much larger industries it sells to are growing. This means there’s a basis for thinking that the memory industry’s strong growth will continue. As long as smartphones remain popular and data centers remain necessary, there’ll be a need for memory. And Micron is one of the three leading companies supplying it.\nFinancials and Valuation\nHaving looked at Micron’s industry position, we can now turn to its financials and valuation.\nMicron Technology is, broadly, a highly profitable, fast-growing business with an attractive valuation. It’s one of the few stocks I’ve come across that scores ‘A’ or higher on four of Seeking Alpha Quant’s factors (growth, profitability, momentum and valuation), and a quick glance at the company’s financials shows why that’s the case.\nFirst, let’s look at earnings for the most recent quarter. In the first quarter, Micron delivered:\n\n$7.68 billion in revenue, up 33% year over year (but down 7% sequentially).\n$2.6 billion in operating income, up 203% year-over-year.\nNet income: $2.3 billion, up 176% year-over-year.\nDiluted EPS: $2.16, up 176% year-over-year.\nCash from operations: $3.9 billion, up 100% year-over-year.\n\nThese were pretty solid results. Not only was the growth strong, the profitability was strong as well. $2.6 billion in earnings on $7.6 billion in revenue gives us a 33% net margin. Extremely high. The company had $45 billion in equity for the period. That produces a somewhat unimpressive return on equity of 5.77%, althoughSeeking Alpha Quantshows a healthy 17% ROE for the full trailing 12 month period. So we’ve got decent earnings and profitability in the most recent period.\nThe same holds true for the last five years as well. For the past five years, MU’s CAGR growth rates in select metrics have been:\n\n18% in revenue.\n90% in operating income.\n118% in ROE.\n\nUnfortunately we can’t do the five-year CAGR calculation for net income or EPS because those figures were negative in 2016. However, if we start from 2015 and do a six year CAGR calculation, we get 16% six-year CAGR growth in EPS. Not quite as strong as the most recent quarter, but still very strong.\nSo we’ve got very strong financials and growth from Micron. One strike the company has against it is earnings volatility. As you’ll note from above, earnings were negative in 2016. Also, they hit a peak in 2018 and then declined in 2019 and again in 2020–mostly due to the loss of Huawei. This is all reflected in the stock’s price history: it’s more volatile than average, with a 1.15 beta coefficient. Put simply, the stock isn’t for the faint of heart. Micron’s earnings have swung up and down dramatically throughout its history and that isn’t stopping any time soon. RAM prices arevery volatile, subject to massive booms and bust. This is part of RAM’s status as a commodity: companies buy it up in bulk from all suppliers and often stop buying when they have too much. This leads prices to go up and down as orders abruptly start and stop. Much like oil or coal, companies are sometimes just sitting on too much RAM to buy more.\nWith all that said, these factors are well priced into Micron’s stock. At today’s prices, Micron trades at 12 times adjusted earnings, 14.6 times GAAP earnings, 3.57 times sales, 2.3 times book value and 7.3 times operating cash flow. These are basically dirt cheap multiples for a high-growth tech stock. And while a company like Micron can’t count on steadily climbing earnings that never dip, it should keep delivering more value to shareholders as demand for phones, data centers and laptops grows.\nThe Bottom Line\nMicron Technology’s 15.6% one-week rally was no fluke. It was the expected result of a cheap stock well positioned to profit off of current tech trends, beating on earnings while having low multiples. As of December 2021, demand for DRAM and NAND flash is expected to keep growing. Whether Micron’s internal 20%-30% forecast will be hit remains to be seen, but even more modest forecasts call for growth in the 10%+ range. So, Micron’s business should continue to grow from here. Earnings growth will of course slow from the recent 175%, but it should remain strong for at least a few years.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698489118,"gmtCreate":1640492179261,"gmtModify":1640492179356,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Kk","listText":"Kk","text":"Kk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698489118","repostId":"1144001147","repostType":4,"repost":{"id":"1144001147","kind":"news","pubTimestamp":1640485026,"share":"https://www.laohu8.com/m/news/1144001147?lang=zh_CN&edition=full","pubTime":"2021-12-26 10:17","market":"us","language":"en","title":"A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1144001147","media":"InvestorPlace","summary":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, t","content":"<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年,Ocugen(纳斯达克股票代码:OCGN)股票仍然是表现最好的股票之一。在此期间,该股已大涨超500%。该股的上涨始于2020年12月21日之后——从那里开始……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","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>A Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</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\">\nA Year After Announcing a Big Partnership, Ocugen Is in a Sorry State<blockquote>宣布大合作伙伴关系一年后,Ocugen的处境很糟糕</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-26 10:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there...</p><p><blockquote><div>去年,Ocugen(纳斯达克股票代码:OCGN)股票仍然是表现最好的股票之一。在此期间,该股已大涨超500%。该股的上涨始于2020年12月21日之后——从那里开始……</div></blockquote></p><p> <a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页链接</a> </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/\">InvestorPlace</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":{"OCGN":"Ocugen"},"source_url":"https://investorplace.com/2021/12/a-year-after-its-big-partnership-with-bharat-ocgn-stock-is-in-a-sorry-state/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144001147","content_text":"In the last year, Ocugen(NASDAQ:OCGN) stock is still among the top performers. During this period, the stock has surged by over 500%. The stock’s ascent began after Dec. 21, 2020 — starting from there, the stock is up over 1,600%.\nHowever, it’s worth noting that OCGN stock was trading well below one dollar before it stitched a partnership with Bharat Biotech. The companies announced plans to begin manufacturing Covid-19 vaccines in the U.S. on Dec. 22 last year.\nBeyond the news of this partnership, there has been little to cheer for investors. OCGN stock traded at all-time highs of $18.77 in February and reached slightly lower peaks in May and November. The stock traded at $5.12 at the start of Dec. 23.\nOcugen will continue to underperform going forward. Even after the downtrend in the last few months, OCGN stock should be avoided.\nLet’s talk about the reasons to be bearish.\nFDA Approval Remains Elusive\nPfizer(NYSE:PFE) and Moderna(NASDAQ:MRNA) have been leaders in the vaccine race in the U.S. In a country where more than 70% of the population has already been vaccinated, Ocugen has yet to secure an approval from the U.S. Food and Drug Administration.\nBack in June, the biotech company’s application for emergency use authorization was rejected by the FDA. The recommendation by the FDA was to file for a biologics license application, which implies full approval.\nIn November, Ocugen announced that the FDA has “issued a clinical hold on the Company’s Investigational New Drug application (IND) to evaluate the COVID-19 vaccine candidate.” The FDA will be identifying the specific deficiencies that form a basis for the clinical hold. Once Ocugen addresses these deficiencies, there will be some progress.\nThe key point is that it’s been over a year since Ocugen announced the partnership with Bharat Biotech. The company has still been unsuccessful from an approval perspective.\nIn July, Ocugen had also initiated a rolling submission to Health Canada for the vaccine. There is no positive news on that front either.\nLet’s imagine a scenario where Ocugen receives an approval for vaccine use in Q1 2022. This is very unlikely. However, even in an optimistic case scenario, Ocugen needs to compete in a market where vaccination percentage is high. There is unlikely to be a case for strong revenue and cash flow growth.\nCan Omicron Provide a Lifeline for OCGN Stock?\nThe omicron variant has been a cause of concern for governments globally. Ocugen and partner Bharat Biotech are currently studying the effectiveness of the vaccine against the variant.\nIf the vaccine proves to be effective, can it be a game-changer for Ocugen? Most likely, no.\nFirst and foremost, Moderna has announced that its Covid-19 booster increases neutralizing antibodies 37-fold against Omicron variant.\nFurthermore, Pfizer has announced that a third dose increases the “neutralizing antibody by 25-fold compared to two doses against the Omicron variant.”\nClearly, the leading vaccine makers have an edge. Even if Ocugen announces that its vaccine is effective against the omicron variant, the stock is unlikely to trend higher.\nPeople who have already taken two shots of Moderna or Pfizer are unlikely to pursue a booster shot with Ocugen. Additionally, Ocugen is still struggling for approval.\nIt’s also worth noting that Ocugen needs to share revenue with Bharat Biotech. The visibility for healthy cash flows is therefore very unlikely.\nOCGN Stock Will Trend Lower\nOCGN stock is likely to continue trending lower in the coming months. Without an approval, the company is rapidly losing out on any revenue and cash flow potential.\nThe company is building a pipeline of drugs for various indications. However, the pipeline for various indications is still at a pre-clinical stage.\nThe stock trend will therefore be dictated by the outcome of Covid-19 vaccine approval and revenue potential. Things seem bleak on that front.\nIt also seems unlikely that Ocugen has a capability to expand the vaccine partnership with Bharat Biotech to other countries.","news_type":1,"symbols_score_info":{"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":3017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698285521,"gmtCreate":1640407758146,"gmtModify":1640407759135,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3582328341996873\">@Sureshmaghi</a>: Ii","listText":"//<a href=\"https://laohu8.com/U/3582328341996873\">@Sureshmaghi</a>: Ii","text":"//@Sureshmaghi: Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698285521","repostId":"2193720178","repostType":4,"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698285859,"gmtCreate":1640407721740,"gmtModify":1640407721865,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698285859","repostId":"2193720178","repostType":4,"isVote":1,"tweetType":1,"viewCount":1634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698839110,"gmtCreate":1640333429740,"gmtModify":1640333429867,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698839110","repostId":"1194211953","repostType":4,"isVote":1,"tweetType":1,"viewCount":1889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698999668,"gmtCreate":1640271821973,"gmtModify":1640271822100,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698999668","repostId":"1177863167","repostType":4,"repost":{"id":"1177863167","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":1640270946,"share":"https://www.laohu8.com/m/news/1177863167?lang=zh_CN&edition=full","pubTime":"2021-12-23 22:49","market":"us","language":"en","title":"Tencent ADR rose more than 4% in early trading<blockquote>腾讯控股ADR早盘涨超4%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177863167","media":"Tiger Newspress","summary":"Tencent ADR rose more than 4% in early trading.Tencent said on Thursday it will transfer HK$127.69 b","content":"<p>Tencent ADR rose more than 4% in early trading.<img src=\"https://static.tigerbbs.com/5c64eef1168fcdac16b6cdfe487310c5\" tg-width=\"707\" tg-height=\"595\" width=\"100%\" height=\"auto\">Tencent said on Thursday it will transfer HK$127.69 billion ($16.37 billion) worth of its JD.com stake to shareholders, slashing its holding in China's second-biggest e-commerce company to 2.3% from around 17% now and losing its spot as JD.com's biggest shareholder to Walmart(WMT.N).</p><p><blockquote>腾讯控股ADR早盘涨超4%。腾讯控股周四表示,将把价值1276.9亿港元(合163.7亿美元)的京东股份转让给股东,将其在这家中国第二大电子商务公司的持股比例从目前的17%左右削减至2.3%,并失去京东最大股东的地位。沃尔玛(WMT.N)。</blockquote></p><p> The owner of WeChat, which first invested in JD.com in 2014, said it was the right time for the divestment, given the e-commerce firm had reached a stage where it can self-finance its growth.</p><p><blockquote>2014年首次投资京东的微信所有者表示,鉴于这家电子商务公司已经达到了可以自筹资金增长的阶段,现在是撤资的最佳时机。</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>Tencent ADR rose more than 4% in early trading<blockquote>腾讯控股ADR早盘涨超4%</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\">\nTencent ADR rose more than 4% in early trading<blockquote>腾讯控股ADR早盘涨超4%</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\">2021-12-23 22:49</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tencent ADR rose more than 4% in early trading.<img src=\"https://static.tigerbbs.com/5c64eef1168fcdac16b6cdfe487310c5\" tg-width=\"707\" tg-height=\"595\" width=\"100%\" height=\"auto\">Tencent said on Thursday it will transfer HK$127.69 billion ($16.37 billion) worth of its JD.com stake to shareholders, slashing its holding in China's second-biggest e-commerce company to 2.3% from around 17% now and losing its spot as JD.com's biggest shareholder to Walmart(WMT.N).</p><p><blockquote>腾讯控股ADR早盘涨超4%。腾讯控股周四表示,将把价值1276.9亿港元(合163.7亿美元)的京东股份转让给股东,将其在这家中国第二大电子商务公司的持股比例从目前的17%左右削减至2.3%,并失去京东最大股东的地位。沃尔玛(WMT.N)。</blockquote></p><p> The owner of WeChat, which first invested in JD.com in 2014, said it was the right time for the divestment, given the e-commerce firm had reached a stage where it can self-finance its growth.</p><p><blockquote>2014年首次投资京东的微信所有者表示,鉴于这家电子商务公司已经达到了可以自筹资金增长的阶段,现在是撤资的最佳时机。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177863167","content_text":"Tencent ADR rose more than 4% in early trading.Tencent said on Thursday it will transfer HK$127.69 billion ($16.37 billion) worth of its JD.com stake to shareholders, slashing its holding in China's second-biggest e-commerce company to 2.3% from around 17% now and losing its spot as JD.com's biggest shareholder to Walmart(WMT.N).\nThe owner of WeChat, which first invested in JD.com in 2014, said it was the right time for the divestment, given the e-commerce firm had reached a stage where it can self-finance its growth.","news_type":1,"symbols_score_info":{"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":3074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691661295,"gmtCreate":1640184771340,"gmtModify":1640184771477,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"P0","listText":"P0","text":"P0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691661295","repostId":"1118823516","repostType":4,"repost":{"id":"1118823516","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":1640183281,"share":"https://www.laohu8.com/m/news/1118823516?lang=zh_CN&edition=full","pubTime":"2021-12-22 22:28","market":"us","language":"en","title":"Skillsoft To Acquire Codecademy For $525M<blockquote>Skillsoft将以5.25亿美元收购Codecademy</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118823516","media":"Benzinga","summary":"Skillsoft Corp has agreed to acquire Codecademy, an online learning platform for technical skills, f","content":"<p><b>Skillsoft Corp</b> has agreed to acquire Codecademy, an online learning platform for technical skills, for about $525 million in cash and stock.</p><p><blockquote><b>Skillsoft公司</b>已同意以约5.25亿美元现金和股票收购技术技能在线学习平台Codecademy。</blockquote></p><p> <ul> <li>The consideration for the transaction is approximately 40% cash and 60% equity.</li> <li>Codecademy, founded in 2011, is based in New York. It has40 million registered learners worldwide and offers learning in 14 programming languages across multiple domains such as application development, data science, cloud, and cybersecurity.</li> <li>Codecademy is expected to report $47 million in bookings and $42 million in revenue for the calendar year ended December 31, 2021.</li> <li>Skillsoft expects the Codecademy deal to be accretive to gross margin immediately upon closing, which is expected to occur in the first half of 2022.</li> <li>Codecademy's team, led by founder Zach Sims, will join Skillsoft with a focus on accelerating growth in Technology & Developer Business</li> <li>Skillsoft has secured committed financing from Barclays and Citigroup in connection with the transaction. It held cash and equivalents of $83.4 million as of October 31, 2021.</li> <li><b>Outlook</b>: Skillsoft reiterated its FY22 view provided on December 14, 2021, with bookings of $700 million - $720 million; adjusted revenue of $685 million - $700 million; and adjusted EBITDA of $165 million.</li> <li><b>Price Action:</b> SKIL shares closed lower by 0.10% at $9.71 on Tuesday.</li> </ul></p><p><blockquote><ul><li>交易对价约为40%现金及60%股权。</li><li>Codecademy成立于2011年,总部位于纽约。它在全球拥有4000万注册学习者,并提供应用开发、数据科学、云和网络安全等多个领域的14种编程语言的学习。</li><li>Codecademy预计在截至2021年12月31日的日历年中,预订量为4700万美元,收入为4200万美元。</li><li>Skillsoft预计Codecademy交易完成后将立即增加毛利率,预计将于2022年上半年完成。</li><li>由创始人Zach Sims领导的Codecademy团队将加入Skillsoft,专注于加速技术和开发者业务的增长</li><li>Skillsoft已从巴克莱和花旗集团获得与该交易相关的承诺融资。截至2021年10月31日,其持有现金及等价物为8340万美元。</li><li><b>世界观</b>:Skillsoft重申了2021年12月14日提供的2022财年展望,预订量为7亿-7.2亿美元;调整后营收为6.85亿美元至7亿美元;调整后EBITDA为1.65亿美元。</li><li><b>价格走势:</b>SKIL股价周二收盘下跌0.10%,至9.71美元。</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>Skillsoft To Acquire Codecademy For $525M<blockquote>Skillsoft将以5.25亿美元收购Codecademy</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\">\nSkillsoft To Acquire Codecademy For $525M<blockquote>Skillsoft将以5.25亿美元收购Codecademy</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-22 22:28</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Skillsoft Corp</b> has agreed to acquire Codecademy, an online learning platform for technical skills, for about $525 million in cash and stock.</p><p><blockquote><b>Skillsoft公司</b>已同意以约5.25亿美元现金和股票收购技术技能在线学习平台Codecademy。</blockquote></p><p> <ul> <li>The consideration for the transaction is approximately 40% cash and 60% equity.</li> <li>Codecademy, founded in 2011, is based in New York. It has40 million registered learners worldwide and offers learning in 14 programming languages across multiple domains such as application development, data science, cloud, and cybersecurity.</li> <li>Codecademy is expected to report $47 million in bookings and $42 million in revenue for the calendar year ended December 31, 2021.</li> <li>Skillsoft expects the Codecademy deal to be accretive to gross margin immediately upon closing, which is expected to occur in the first half of 2022.</li> <li>Codecademy's team, led by founder Zach Sims, will join Skillsoft with a focus on accelerating growth in Technology & Developer Business</li> <li>Skillsoft has secured committed financing from Barclays and Citigroup in connection with the transaction. It held cash and equivalents of $83.4 million as of October 31, 2021.</li> <li><b>Outlook</b>: Skillsoft reiterated its FY22 view provided on December 14, 2021, with bookings of $700 million - $720 million; adjusted revenue of $685 million - $700 million; and adjusted EBITDA of $165 million.</li> <li><b>Price Action:</b> SKIL shares closed lower by 0.10% at $9.71 on Tuesday.</li> </ul></p><p><blockquote><ul><li>交易对价约为40%现金及60%股权。</li><li>Codecademy成立于2011年,总部位于纽约。它在全球拥有4000万注册学习者,并提供应用开发、数据科学、云和网络安全等多个领域的14种编程语言的学习。</li><li>Codecademy预计在截至2021年12月31日的日历年中,预订量为4700万美元,收入为4200万美元。</li><li>Skillsoft预计Codecademy交易完成后将立即增加毛利率,预计将于2022年上半年完成。</li><li>由创始人Zach Sims领导的Codecademy团队将加入Skillsoft,专注于加速技术和开发者业务的增长</li><li>Skillsoft已从巴克莱和花旗集团获得与该交易相关的承诺融资。截至2021年10月31日,其持有现金及等价物为8340万美元。</li><li><b>世界观</b>:Skillsoft重申了2021年12月14日提供的2022财年展望,预订量为7亿-7.2亿美元;调整后营收为6.85亿美元至7亿美元;调整后EBITDA为1.65亿美元。</li><li><b>价格走势:</b>SKIL股价周二收盘下跌0.10%,至9.71美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKIL":"Skillsoft Corp."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118823516","content_text":"Skillsoft Corp has agreed to acquire Codecademy, an online learning platform for technical skills, for about $525 million in cash and stock.\n\nThe consideration for the transaction is approximately 40% cash and 60% equity.\nCodecademy, founded in 2011, is based in New York. It has40 million registered learners worldwide and offers learning in 14 programming languages across multiple domains such as application development, data science, cloud, and cybersecurity.\nCodecademy is expected to report $47 million in bookings and $42 million in revenue for the calendar year ended December 31, 2021.\nSkillsoft expects the Codecademy deal to be accretive to gross margin immediately upon closing, which is expected to occur in the first half of 2022.\nCodecademy's team, led by founder Zach Sims, will join Skillsoft with a focus on accelerating growth in Technology & Developer Business\nSkillsoft has secured committed financing from Barclays and Citigroup in connection with the transaction. It held cash and equivalents of $83.4 million as of October 31, 2021.\nOutlook: Skillsoft reiterated its FY22 view provided on December 14, 2021, with bookings of $700 million - $720 million; adjusted revenue of $685 million - $700 million; and adjusted EBITDA of $165 million.\nPrice Action: SKIL shares closed lower by 0.10% at $9.71 on Tuesday.","news_type":1,"symbols_score_info":{"SKIL":0.9}},"isVote":1,"tweetType":1,"viewCount":1882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691010727,"gmtCreate":1640097228569,"gmtModify":1640097228659,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691010727","repostId":"2193152065","repostType":4,"repost":{"id":"2193152065","kind":"highlight","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":1640094891,"share":"https://www.laohu8.com/m/news/2193152065?lang=zh_CN&edition=full","pubTime":"2021-12-21 21:54","market":"us","language":"en","title":"Yatra Online Clocks 109% Adjusted Revenue Growth In Q2<blockquote>Yatra Online第二季度调整后收入增长109%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2193152065","media":"Benzinga","summary":"\n","content":"<p><ul> <li><b>Yatra Online Inc</b> (NASDAQ:YTRA) reported second-quarter FY22 adjusted revenue growth of 108.8% year-on-year, to $10.64 million, missing the analyst consensus of $10.68 million.</li> <li>Adjusted revenue<b> </b>from Air ticketing rose 100.9% Y/Y, and Hotels & Packages climbed 259.0%.</li> <li>Total gross bookings amounted to $114.1 million, a 348.2% growth Y/Y.</li> <li>The operating loss for the quarter was $(1.9) million versus $(3.9) million a year earlier. The adjusted EBITDA fell 40% Q/Q to $0.3 million.</li> <li>The company held $25 million in cash and equivalents as of September 30, 2021.</li> <li>Adjusted EPS loss of $(0.02) was in line with the consensus.</li> <li>\"We are also beginning to see signs of recovery in corporate travel, as a large number of employees get fully vaccinated,\" said CEO Dhruv Shringi.</li> <li>During November 2021, gross booking for corporates grew 81.4% compared to September 2021.</li> <li><b>Price Action:</b> YTRA shares are trading higher by 6.74% at $1.90 in premarket on the last check Tuesday.</li> </ul></p><p><blockquote><ul><li><b>Yatra在线公司</b>(纳斯达克股票代码:YTRA)报告称,2022财年第二季度调整后收入同比增长108.8%,达到1064万美元,低于分析师预期的1068万美元。</li><li>调整后收入<b> </b>机票同比增长100.9%,酒店及套餐同比增长259.0%。</li><li>总预订量达1.141亿美元,同比增长348.2%。</li><li>该季度的运营亏损为(190万)美元,而去年同期为(390万)美元。调整后EBITDA环比下降40%至30万美元。</li><li>截至2021年9月30日,该公司持有2500万美元现金及等价物。</li><li>调整后每股收益损失为(0.02)美元,符合共识。</li><li>首席执行官Dhruv Shringi表示:“随着大量员工全面接种疫苗,我们也开始看到商务旅行复苏的迹象。”</li><li>与2021年9月相比,2021年11月,企业总预订量增长了81.4%。</li><li><b>价格走势:</b>周二最后一次盘前检查时,YTRA股价上涨6.74%,至1.90美元。</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>Yatra Online Clocks 109% Adjusted Revenue Growth In Q2<blockquote>Yatra Online第二季度调整后收入增长109%</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\">\nYatra Online Clocks 109% Adjusted Revenue Growth In Q2<blockquote>Yatra Online第二季度调整后收入增长109%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-12-21 21:54</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><ul> <li><b>Yatra Online Inc</b> (NASDAQ:YTRA) reported second-quarter FY22 adjusted revenue growth of 108.8% year-on-year, to $10.64 million, missing the analyst consensus of $10.68 million.</li> <li>Adjusted revenue<b> </b>from Air ticketing rose 100.9% Y/Y, and Hotels & Packages climbed 259.0%.</li> <li>Total gross bookings amounted to $114.1 million, a 348.2% growth Y/Y.</li> <li>The operating loss for the quarter was $(1.9) million versus $(3.9) million a year earlier. The adjusted EBITDA fell 40% Q/Q to $0.3 million.</li> <li>The company held $25 million in cash and equivalents as of September 30, 2021.</li> <li>Adjusted EPS loss of $(0.02) was in line with the consensus.</li> <li>\"We are also beginning to see signs of recovery in corporate travel, as a large number of employees get fully vaccinated,\" said CEO Dhruv Shringi.</li> <li>During November 2021, gross booking for corporates grew 81.4% compared to September 2021.</li> <li><b>Price Action:</b> YTRA shares are trading higher by 6.74% at $1.90 in premarket on the last check Tuesday.</li> </ul></p><p><blockquote><ul><li><b>Yatra在线公司</b>(纳斯达克股票代码:YTRA)报告称,2022财年第二季度调整后收入同比增长108.8%,达到1064万美元,低于分析师预期的1068万美元。</li><li>调整后收入<b> </b>机票同比增长100.9%,酒店及套餐同比增长259.0%。</li><li>总预订量达1.141亿美元,同比增长348.2%。</li><li>该季度的运营亏损为(190万)美元,而去年同期为(390万)美元。调整后EBITDA环比下降40%至30万美元。</li><li>截至2021年9月30日,该公司持有2500万美元现金及等价物。</li><li>调整后每股收益损失为(0.02)美元,符合共识。</li><li>首席执行官Dhruv Shringi表示:“随着大量员工全面接种疫苗,我们也开始看到商务旅行复苏的迹象。”</li><li>与2021年9月相比,2021年11月,企业总预订量增长了81.4%。</li><li><b>价格走势:</b>周二最后一次盘前检查时,YTRA股价上涨6.74%,至1.90美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"YTRA":"Yatra Online, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193152065","content_text":"Yatra Online Inc (NASDAQ:YTRA) reported second-quarter FY22 adjusted revenue growth of 108.8% year-on-year, to $10.64 million, missing the analyst consensus of $10.68 million.\nAdjusted revenue from Air ticketing rose 100.9% Y/Y, and Hotels & Packages climbed 259.0%.\nTotal gross bookings amounted to $114.1 million, a 348.2% growth Y/Y.\nThe operating loss for the quarter was $(1.9) million versus $(3.9) million a year earlier. The adjusted EBITDA fell 40% Q/Q to $0.3 million.\nThe company held $25 million in cash and equivalents as of September 30, 2021.\nAdjusted EPS loss of $(0.02) was in line with the consensus.\n\"We are also beginning to see signs of recovery in corporate travel, as a large number of employees get fully vaccinated,\" said CEO Dhruv Shringi.\nDuring November 2021, gross booking for corporates grew 81.4% compared to September 2021.\nPrice Action: YTRA shares are trading higher by 6.74% at $1.90 in premarket on the last check Tuesday.","news_type":1,"symbols_score_info":{"YTRA":0.9}},"isVote":1,"tweetType":1,"viewCount":1817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693849335,"gmtCreate":1640006410399,"gmtModify":1640006514946,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693849335","repostId":"1182204943","repostType":4,"isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693032224,"gmtCreate":1639924565890,"gmtModify":1639924565986,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Hh","listText":"Hh","text":"Hh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/693032224","repostId":"2192903795","repostType":4,"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699504054,"gmtCreate":1639830105680,"gmtModify":1639830105808,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Pp","listText":"Pp","text":"Pp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699504054","repostId":"1189235922","repostType":4,"repost":{"id":"1189235922","kind":"news","pubTimestamp":1639809269,"share":"https://www.laohu8.com/m/news/1189235922?lang=zh_CN&edition=full","pubTime":"2021-12-18 14:34","market":"us","language":"en","title":"DaVita authorizes additional $2B share repurchase<blockquote>DaVita授权额外回购20亿美元股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189235922","media":"Seeking Alpha","summary":"DaVita Board of Directors increased the authorization under the existing share repurchase program b","content":"<p><a href=\"https://laohu8.com/S/DVA\">DaVita </a> Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.</p><p><blockquote><a href=\"https://laohu8.com/S/DVA\">达维塔</a>董事会将现有股票回购计划下的授权增加了20亿美元的额外回购授权。</blockquote></p><p> The amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .</p><p><blockquote>根据新授权授权回购的股份金额不包括2020年12月10日授权的公司现有股份回购计划下剩余的金额。</blockquote></p><p> Some bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'</p><p><blockquote>SA撰稿人对该股发表了一些看跌评论和评级,他写道:“该公司似乎被高估,该公司未来面临几项挑战。”</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>DaVita authorizes additional $2B share repurchase<blockquote>DaVita授权额外回购20亿美元股票</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\">\nDaVita authorizes additional $2B share repurchase<blockquote>DaVita授权额外回购20亿美元股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-18 14:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/DVA\">DaVita </a> Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.</p><p><blockquote><a href=\"https://laohu8.com/S/DVA\">达维塔</a>董事会将现有股票回购计划下的授权增加了20亿美元的额外回购授权。</blockquote></p><p> The amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .</p><p><blockquote>根据新授权授权回购的股份金额不包括2020年12月10日授权的公司现有股份回购计划下剩余的金额。</blockquote></p><p> Some bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'</p><p><blockquote>SA撰稿人对该股发表了一些看跌评论和评级,他写道:“该公司似乎被高估,该公司未来面临几项挑战。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/news/3781473-davita-authorizes-additional-2b-share-repurchase\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVA":"达维塔保健"},"source_url":"https://seekingalpha.com/news/3781473-davita-authorizes-additional-2b-share-repurchase","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189235922","content_text":"DaVita Board of Directors increased the authorization under the existing share repurchase program by $2B in additional repurchasing authority.\nThe amount of shares authorized to be repurchased under the new authorization does not include the amount remaining under the company’s existing share repurchase program authorized on December 10, 2020 .\nSome bearish commentary and rating on the stock by SA contributor who writes: 'The company appears to be overvalued, and there are several challenges facing the company in the future.'","news_type":1,"symbols_score_info":{"DVA":0.9}},"isVote":1,"tweetType":1,"viewCount":900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699332816,"gmtCreate":1639747778822,"gmtModify":1639747778951,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/699332816","repostId":"2192978346","repostType":4,"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690635897,"gmtCreate":1639662528478,"gmtModify":1639662528612,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690635897","repostId":"1191683541","repostType":4,"repost":{"id":"1191683541","kind":"news","pubTimestamp":1639658241,"share":"https://www.laohu8.com/m/news/1191683541?lang=zh_CN&edition=full","pubTime":"2021-12-16 20:37","market":"us","language":"en","title":"10 Biggest Price Target Changes For Thursday<blockquote>周四10个最大价格目标变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191683541","media":"Benzinga","summary":"Stifel cut the price target on Under Armour, Inc.. from $30 to $24. Under Armour shares fell 0.7% to $22.22 in pre-market trading.RBC Capital lowered the price target on Airbnb, Inc. from $195 to $175. Airbnb shares rose 0.3% to $168.62 in pre-market trading.Morgan Stanley lowered DocuSign, Inc. price target from $350 to $165. DocuSign shares dropped 2.4% to $147.51 in pre-market trading.Barclays cut the price target on Aptiv PLC from $212 to $200. Aptiv shares rose 2.7% to $168.91 in pre-market","content":"<p><div> Stifel cut the price target on Under Armour, Inc..(NYSE:UAA) from $30 to $24. Under Armour shares fell 0.7% to $22.22 in pre-market trading. RBC Capital lowered the price target on Airbnb, Inc.(NASDAQ...</p><p><blockquote><div>Stifel将Under Armour,Inc.(纽约证券交易所代码:UAA)的目标价从30美元下调至24美元。Under Armour股价在盘前交易中下跌0.7%,至22.22美元。加拿大皇家银行资本下调了Airbnb,Inc.(纳斯达克...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10 Biggest Price Target Changes For Thursday<blockquote>周四10个最大价格目标变化</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\">\n10 Biggest Price Target Changes For Thursday<blockquote>周四10个最大价格目标变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-16 20:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Stifel cut the price target on Under Armour, Inc..(NYSE:UAA) from $30 to $24. Under Armour shares fell 0.7% to $22.22 in pre-market trading. RBC Capital lowered the price target on Airbnb, Inc.(NASDAQ...</p><p><blockquote><div>Stifel将Under Armour,Inc.(纽约证券交易所代码:UAA)的目标价从30美元下调至24美元。Under Armour股价在盘前交易中下跌0.7%,至22.22美元。加拿大皇家银行资本下调了Airbnb,Inc.(纳斯达克...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"At&T","ABNB":"爱彼迎","DOCU":"Docusign"},"source_url":"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191683541","content_text":"Stifel cut the price target on Under Armour, Inc..(NYSE:UAA) from $30 to $24. Under Armour shares fell 0.7% to $22.22 in pre-market trading.\nRBC Capital lowered the price target on Airbnb, Inc.(NASDAQ:ABNB) from $195 to $175. Airbnb shares rose 0.3% to $168.62 in pre-market trading.\nMorgan Stanley cut AT&T Inc.(NYSE:T) price target from $32 to $28. AT&T shares rose 1.7% to $22.55 in pre-market trading.\nMorgan Stanley lowered DocuSign, Inc.(NASDAQ:DOCU) price target from $350 to $165. DocuSign shares dropped 2.4% to $147.51 in pre-market trading.\nBarclays cut the price target on Aptiv PLC(NYSE:APTV) from $212 to $200. Aptiv shares rose 2.7% to $168.91 in pre-market trading.\nRaymond James raised The Progressive Corporation(NYSE:PGR) price target from $105 to $110. Progressive shares rose 4.8% to close at $101.81 on Wednesday.\nWells Fargo boosted the price target for Magna International Inc.(NYSE:MGA) from $84 to $93. Magna International shares rose 1.7% to $79.04 in pre-market trading.\nB of A Securities reduced the price target for Wayfair Inc.(NYSE:W) from $265 to $175. Wayfair shares dropped 2.4% to $202.28 in pre-market trading.\nHC Wainwright & Co. cut IGM Biosciences, Inc.(NASDAQ:IGMS) price target from $114 to $76. IGM Biosciences shares fell 0.1% to close at $28.35 on Wednesday.\nNeedham cut Medtronic plc(NYSE:MDT) price target from $145 to $131. Medtronic shares rose 0.1% to $105.01 in pre-market trading.","news_type":1,"symbols_score_info":{"DOCU":0.9,"T":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607411897,"gmtCreate":1639577941455,"gmtModify":1639577941588,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"0","listText":"0","text":"0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607411897","repostId":"2191960497","repostType":4,"isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607319448,"gmtCreate":1639488161227,"gmtModify":1639488176521,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"L","listText":"L","text":"L","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607319448","repostId":"1143668473","repostType":4,"repost":{"id":"1143668473","kind":"news","pubTimestamp":1639484301,"share":"https://www.laohu8.com/m/news/1143668473?lang=zh_CN&edition=full","pubTime":"2021-12-14 20:18","market":"us","language":"en","title":"10 Biggest Price Target Changes For Tuesday<blockquote>周二10个最大价格目标变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143668473","media":"Benzinga","summary":"B of A Securities lifted the price target on Apple Inc. from $160 to $210. Apple shares rose 0.4% to $176.37 in pre-market trading.JP Morgan lowered Zscaler, Inc. price target from $362 to $320. Zscaler shares dropped 4.2% to $295.64 in pre-market trading.Goldman Sachs cut the price target for Ollie's Bargain Outlet Holdings, Inc. from $77 to $48. Ollie's Bargain Outlet shares dropped 4% to $48.43 in pre-market trading.Piper Sandler lifted Beyond Meat, Inc. price target from $61 to $64. Beyond M","content":"<p><div> B of A Securities lifted the price target on Apple Inc. from $160 to $210. Apple shares rose 0.4% to $176.37 in pre-market trading. JP Morgan lowered Zscaler, Inc. price target from $362 to $320. ...</p><p><blockquote><div>B of A Securities将苹果公司的目标股价从160美元上调至210美元。苹果股价在盘前交易中上涨0.4%,至176.37美元。摩根大通将Zscaler,Inc.的目标价从362美元下调至320美元。...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/penny-stocks/21/12/24588734/10-biggest-price-target-changes-for-tuesday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/penny-stocks/21/12/24588734/10-biggest-price-target-changes-for-tuesday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10 Biggest Price Target Changes For Tuesday<blockquote>周二10个最大价格目标变化</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\">\n10 Biggest Price Target Changes For Tuesday<blockquote>周二10个最大价格目标变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-14 20:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> B of A Securities lifted the price target on Apple Inc. from $160 to $210. Apple shares rose 0.4% to $176.37 in pre-market trading. JP Morgan lowered Zscaler, Inc. price target from $362 to $320. ...</p><p><blockquote><div>B of A Securities将苹果公司的目标股价从160美元上调至210美元。苹果股价在盘前交易中上涨0.4%,至176.37美元。摩根大通将Zscaler,Inc.的目标价从362美元下调至320美元。...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/markets/penny-stocks/21/12/24588734/10-biggest-price-target-changes-for-tuesday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/markets/penny-stocks/21/12/24588734/10-biggest-price-target-changes-for-tuesday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/markets/penny-stocks/21/12/24588734/10-biggest-price-target-changes-for-tuesday\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc.","AAPL":"苹果"},"source_url":"https://www.benzinga.com/markets/penny-stocks/21/12/24588734/10-biggest-price-target-changes-for-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143668473","content_text":"B of A Securities lifted the price target on Apple Inc. from $160 to $210. Apple shares rose 0.4% to $176.37 in pre-market trading.\nJP Morgan lowered Zscaler, Inc. price target from $362 to $320. Zscaler shares dropped 4.2% to $295.64 in pre-market trading.\nGoldman Sachs cut the price target for Ollie's Bargain Outlet Holdings, Inc. from $77 to $48. Ollie's Bargain Outlet shares dropped 4% to $48.43 in pre-market trading.\nPiper Sandler lifted Beyond Meat, Inc. price target from $61 to $64. Beyond Meat shares rose 5.5% to $66.89 in pre-market trading.\nHC Wainwright & Co. cut the price target on X4 Pharmaceuticals, Inc. from $21 to $11. X4 Pharmaceuticals shares rose 1.9% to $2.18 in pre-market trading.\nRBC Capital boosted the price target on Arena Pharmaceuticals, Inc. from $76 to $100. Arena Pharmaceuticals shares rose 0.2% to $90.30 in pre-market trading.\nJP Morgan cut Datadog, Inc. price target from $212 to $195. Datadog shares fell 4.1% to $164.95 in pre-market trading.\nMorgan Stanley raised AppLovin Corporation price target from $87 to $120. AppLovin shares rose 2.1% to $90.70 in pre-market trading.\nKeybanc cut the price target for Purple Innovation, Inc. from $25 to $22. Purple Innovation shares fell 8.2% to $9.00 in pre-market trading.\nWolfe Research raised AMETEK, Inc. price target from $162 to $166. AMETEK shares rose 0.4% to $143.05 in pre-market trading.","news_type":1,"symbols_score_info":{"BYND":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604297522,"gmtCreate":1639399491663,"gmtModify":1639399491994,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"P","listText":"P","text":"P","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604297522","repostId":"2191600750","repostType":4,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604941846,"gmtCreate":1639320485379,"gmtModify":1639320485477,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604941846","repostId":"2190719536","repostType":4,"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605443105,"gmtCreate":1639231627649,"gmtModify":1639233764559,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582328341996873","authorIdStr":"3582328341996873"},"themes":[],"htmlText":"Jj","listText":"Jj","text":"Jj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605443105","repostId":"2190484675","repostType":4,"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":131132524,"gmtCreate":1621833884468,"gmtModify":1634186217799,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/131132524","repostId":"2137827351","repostType":4,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183520849,"gmtCreate":1623336556781,"gmtModify":1634034410594,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/183520849","repostId":"1109265126","repostType":4,"repost":{"id":"1109265126","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":1623335677,"share":"https://www.laohu8.com/m/news/1109265126?lang=zh_CN&edition=full","pubTime":"2021-06-10 22:34","market":"us","language":"en","title":"Most of meme stocks dropped in morning trading<blockquote>大多数模因股票在早盘交易中下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1109265126","media":"Tiger Newspress","summary":"(June 10) Most of meme stocks dropped in morning trading.\nGameStop fell about 10%, Baird says GameSt","content":"<p>(June 10) Most of meme stocks dropped in morning trading.</p><p><blockquote>(6月10日)大多数模因股票在早盘交易中下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7f035fcec2fe0d5b172ba455b6163d8c\" tg-width=\"305\" tg-height=\"404\">GameStop fell about 10%, Baird says GameStop's turnaround plan remains a mystery, predicts 90% stock decline.</p><p><blockquote>游戏驿站跌约10%,Baird称游戏驿站扭亏为盈计划仍成谜,预计股价下跌90%。</blockquote></p><p> Clover Health Corp fell nearly 9%, Investors should back away fromClover Healthafter Reddit traders helped to cause a shortage in the heavily shorted insurance stock, according to Bank of America.</p><p><blockquote>美国银行表示,在Reddit交易员帮助导致严重做空的保险股短缺后,Clover Health Corp下跌近9%,投资者应该远离Clover Health。</blockquote></p><p> The stock closed at $16.92 per share on Wednesday, up more than 120% in June, and briefly traded above $28. The company, which went public through a special purpose acquisition company deal aided by billionaire Chamath Palihapitiya, has become favorite of social media traders in the past week.</p><p><blockquote>该股周三收于每股16.92美元,6月份涨幅超过120%,并一度突破28美元。该公司在亿万富翁Chamath Palihapitiya的帮助下通过特殊目的收购公司交易上市,在过去一周成为社交媒体交易员的最爱。</blockquote></p><p> Bank of America analyst Kevin Fischbeck downgraded the stock to underperform from neutral, saying in a note to clients on Thursday that the fundamentals couldn’t support the stock price.</p><p><blockquote>美国银行分析师Kevin Fischbeck将该股评级从中性下调至表现不佳,他在周四给客户的一份报告中表示,基本面无法支撑股价。</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>Most of meme stocks dropped in morning trading<blockquote>大多数模因股票在早盘交易中下跌</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\">\nMost of meme stocks dropped in morning trading<blockquote>大多数模因股票在早盘交易中下跌</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\">2021-06-10 22:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(June 10) Most of meme stocks dropped in morning trading.</p><p><blockquote>(6月10日)大多数模因股票在早盘交易中下跌。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7f035fcec2fe0d5b172ba455b6163d8c\" tg-width=\"305\" tg-height=\"404\">GameStop fell about 10%, Baird says GameStop's turnaround plan remains a mystery, predicts 90% stock decline.</p><p><blockquote>游戏驿站跌约10%,Baird称游戏驿站扭亏为盈计划仍成谜,预计股价下跌90%。</blockquote></p><p> Clover Health Corp fell nearly 9%, Investors should back away fromClover Healthafter Reddit traders helped to cause a shortage in the heavily shorted insurance stock, according to Bank of America.</p><p><blockquote>美国银行表示,在Reddit交易员帮助导致严重做空的保险股短缺后,Clover Health Corp下跌近9%,投资者应该远离Clover Health。</blockquote></p><p> The stock closed at $16.92 per share on Wednesday, up more than 120% in June, and briefly traded above $28. The company, which went public through a special purpose acquisition company deal aided by billionaire Chamath Palihapitiya, has become favorite of social media traders in the past week.</p><p><blockquote>该股周三收于每股16.92美元,6月份涨幅超过120%,并一度突破28美元。该公司在亿万富翁Chamath Palihapitiya的帮助下通过特殊目的收购公司交易上市,在过去一周成为社交媒体交易员的最爱。</blockquote></p><p> Bank of America analyst Kevin Fischbeck downgraded the stock to underperform from neutral, saying in a note to clients on Thursday that the fundamentals couldn’t support the stock price.</p><p><blockquote>美国银行分析师Kevin Fischbeck将该股评级从中性下调至表现不佳,他在周四给客户的一份报告中表示,基本面无法支撑股价。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CLOV":"Clover Health Corp","AMC":"AMC院线","GME":"游戏驿站"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109265126","content_text":"(June 10) Most of meme stocks dropped in morning trading.\nGameStop fell about 10%, Baird says GameStop's turnaround plan remains a mystery, predicts 90% stock decline.\nClover Health Corp fell nearly 9%, Investors should back away fromClover Healthafter Reddit traders helped to cause a shortage in the heavily shorted insurance stock, according to Bank of America.\nThe stock closed at $16.92 per share on Wednesday, up more than 120% in June, and briefly traded above $28. The company, which went public through a special purpose acquisition company deal aided by billionaire Chamath Palihapitiya, has become favorite of social media traders in the past week.\nBank of America analyst Kevin Fischbeck downgraded the stock to underperform from neutral, saying in a note to clients on Thursday that the fundamentals couldn’t support the stock price.","news_type":1,"symbols_score_info":{"CLOV":0.9,"GME":0.9,"AMC":0.9,"WISH":0.9}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":106174013,"gmtCreate":1620097583932,"gmtModify":1634207831489,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"Useful ","listText":"Useful ","text":"Useful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/106174013","repostId":"1166496333","repostType":4,"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":690635897,"gmtCreate":1639662528478,"gmtModify":1639662528612,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"Oo","listText":"Oo","text":"Oo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/690635897","repostId":"1191683541","repostType":4,"repost":{"id":"1191683541","kind":"news","pubTimestamp":1639658241,"share":"https://www.laohu8.com/m/news/1191683541?lang=zh_CN&edition=full","pubTime":"2021-12-16 20:37","market":"us","language":"en","title":"10 Biggest Price Target Changes For Thursday<blockquote>周四10个最大价格目标变化</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191683541","media":"Benzinga","summary":"Stifel cut the price target on Under Armour, Inc.. from $30 to $24. Under Armour shares fell 0.7% to $22.22 in pre-market trading.RBC Capital lowered the price target on Airbnb, Inc. from $195 to $175. Airbnb shares rose 0.3% to $168.62 in pre-market trading.Morgan Stanley lowered DocuSign, Inc. price target from $350 to $165. DocuSign shares dropped 2.4% to $147.51 in pre-market trading.Barclays cut the price target on Aptiv PLC from $212 to $200. Aptiv shares rose 2.7% to $168.91 in pre-market","content":"<p><div> Stifel cut the price target on Under Armour, Inc..(NYSE:UAA) from $30 to $24. Under Armour shares fell 0.7% to $22.22 in pre-market trading. RBC Capital lowered the price target on Airbnb, Inc.(NASDAQ...</p><p><blockquote><div>Stifel将Under Armour,Inc.(纽约证券交易所代码:UAA)的目标价从30美元下调至24美元。Under Armour股价在盘前交易中下跌0.7%,至22.22美元。加拿大皇家银行资本下调了Airbnb,Inc.(纳斯达克...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">网页连接</a></blockquote></p><p></p>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10 Biggest Price Target Changes For Thursday<blockquote>周四10个最大价格目标变化</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\">\n10 Biggest Price Target Changes For Thursday<blockquote>周四10个最大价格目标变化</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2021-12-16 20:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Stifel cut the price target on Under Armour, Inc..(NYSE:UAA) from $30 to $24. Under Armour shares fell 0.7% to $22.22 in pre-market trading. RBC Capital lowered the price target on Airbnb, Inc.(NASDAQ...</p><p><blockquote><div>Stifel将Under Armour,Inc.(纽约证券交易所代码:UAA)的目标价从30美元下调至24美元。Under Armour股价在盘前交易中下跌0.7%,至22.22美元。加拿大皇家银行资本下调了Airbnb,Inc.(纳斯达克...</div></blockquote></p><p> <a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">网页链接</a> </div> </p><p><blockquote><a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday\">Benzinga</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"T":"At&T","ABNB":"爱彼迎","DOCU":"Docusign"},"source_url":"https://www.benzinga.com/analyst-ratings/price-target/21/12/24641061/10-biggest-price-target-changes-for-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191683541","content_text":"Stifel cut the price target on Under Armour, Inc..(NYSE:UAA) from $30 to $24. Under Armour shares fell 0.7% to $22.22 in pre-market trading.\nRBC Capital lowered the price target on Airbnb, Inc.(NASDAQ:ABNB) from $195 to $175. Airbnb shares rose 0.3% to $168.62 in pre-market trading.\nMorgan Stanley cut AT&T Inc.(NYSE:T) price target from $32 to $28. AT&T shares rose 1.7% to $22.55 in pre-market trading.\nMorgan Stanley lowered DocuSign, Inc.(NASDAQ:DOCU) price target from $350 to $165. DocuSign shares dropped 2.4% to $147.51 in pre-market trading.\nBarclays cut the price target on Aptiv PLC(NYSE:APTV) from $212 to $200. Aptiv shares rose 2.7% to $168.91 in pre-market trading.\nRaymond James raised The Progressive Corporation(NYSE:PGR) price target from $105 to $110. Progressive shares rose 4.8% to close at $101.81 on Wednesday.\nWells Fargo boosted the price target for Magna International Inc.(NYSE:MGA) from $84 to $93. Magna International shares rose 1.7% to $79.04 in pre-market trading.\nB of A Securities reduced the price target for Wayfair Inc.(NYSE:W) from $265 to $175. Wayfair shares dropped 2.4% to $202.28 in pre-market trading.\nHC Wainwright & Co. cut IGM Biosciences, Inc.(NASDAQ:IGMS) price target from $114 to $76. IGM Biosciences shares fell 0.1% to close at $28.35 on Wednesday.\nNeedham cut Medtronic plc(NYSE:MDT) price target from $145 to $131. Medtronic shares rose 0.1% to $105.01 in pre-market trading.","news_type":1,"symbols_score_info":{"DOCU":0.9,"T":0.9,"ABNB":0.9}},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605606490,"gmtCreate":1639149170415,"gmtModify":1639149170548,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"Pp","listText":"Pp","text":"Pp","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/605606490","repostId":"1151890002","repostType":4,"repost":{"id":"1151890002","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":1639147684,"share":"https://www.laohu8.com/m/news/1151890002?lang=zh_CN&edition=full","pubTime":"2021-12-10 22:48","market":"us","language":"en","title":"EV stocks mixed in morning trading<blockquote>电动汽车股早盘涨跌互现</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151890002","media":"Tiger Newspress","summary":"EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1","content":"<p>EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1% and 4%.Tesla and NIO fell about 2%.</p><p><blockquote>电动汽车股早盘涨跌互现。Lucid、法拉第未来、蔚来、理想汽车和索诺集团上涨1%至4%。特斯拉和蔚来下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f346fee60459b75b81de3dee1b7ff60\" tg-width=\"412\" tg-height=\"723\" 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV stocks mixed in morning trading<blockquote>电动汽车股早盘涨跌互现</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\">2021-12-10 22:48</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1% and 4%.Tesla and NIO fell about 2%.</p><p><blockquote>电动汽车股早盘涨跌互现。Lucid、法拉第未来、蔚来、理想汽车和索诺集团上涨1%至4%。特斯拉和蔚来下跌约2%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f346fee60459b75b81de3dee1b7ff60\" tg-width=\"412\" tg-height=\"723\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","SEV":"Aptera Motors","LCID":"Lucid Group Inc","NIO":"蔚来","FSR":"菲斯克","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","XPEV":"小鹏汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151890002","content_text":"EV stocks mixed in morning trading.Lucid,Faraday Future,Nio,Li Auto and Sono Group climbed between 1% and 4%.Tesla and NIO fell about 2%.","news_type":1,"symbols_score_info":{"NIO":0.9,"NKLA":0.9,"XPEV":0.9,"FSR":0.9,"RIVN":0.9,"FFIE":0.9,"RIDE":0.9,"LI":0.9,"GOEV":0.9,"SEV":0.9,"LCID":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114758565,"gmtCreate":1623107666557,"gmtModify":1634036988879,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"Buy 20% first ","listText":"Buy 20% first ","text":"Buy 20% 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keep","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/115454504","repostId":"2141284868","repostType":4,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609668784,"gmtCreate":1638280274472,"gmtModify":1638280274472,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"P","listText":"P","text":"P","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609668784","repostId":"1162692788","repostType":4,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825869064,"gmtCreate":1634217866446,"gmtModify":1634217866446,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"Ii","listText":"Ii","text":"Ii","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825869064","repostId":"1125579911","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889040712,"gmtCreate":1631096271236,"gmtModify":1631889909231,"author":{"id":"3582328341996873","authorId":"3582328341996873","name":"Sureshmaghi","avatar":"https://static.tigerbbs.com/f24399a2b49fd04a19b3004929417909","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582328341996873","idStr":"3582328341996873"},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/889040712","repostId":"1175171654","repostType":4,"repost":{"id":"1175171654","kind":"news","pubTimestamp":1631093315,"share":"https://www.laohu8.com/m/news/1175171654?lang=zh_CN&edition=full","pubTime":"2021-09-08 17:28","market":"us","language":"en","title":"5 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>预测特斯拉将升至1,000美元的投资者的5个股票想法</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175171654","media":"Barron's","summary":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than j","content":"<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是一位<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计,或一只股票,小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他为成长型投资者提供了其他选择,以及一只新的主动管理型ETF:未来基金(股票代码:FFND),旨在利用他认为正在改变世界的10个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从1992年开始在伯恩斯坦担任研究分析师,从事投资行业已有大约30年的历史。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>在伯恩斯坦之后,布莱克转向买方,曾在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和全球保险集团等。在Aegon之后短暂休息后,Black进入了主动管理型ETF的领域。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他与《巴伦周刊》坐下来谈论他的新基金、他的投资方法以及他投资的一些股票。以下是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊:</b>我们可能要从特斯拉(TSLA)开始。您如何评估特斯拉股票?</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色:</b>我认为全球[汽车销量]将在大约五年内达到什么水平,以及电动汽车的采用率——到2025年将达到25%。这就是特斯拉最大的投资争议:随着竞争对手进入市场,它能否保持大约25%的电动汽车份额?如果可以的话,到2025年我将获得大约32美元左右的收入。即使我给它打50倍,考虑到预计55%的平均年盈利增长率,这个数字也相当低。我得到1600美元的价格。今天这大约值1100美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是最大的争议?自动驾驶汽车呢?</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要因为电动汽车业务而说特斯拉的估值相当于每股1,000美元。然后又是1000美元,因为机器人出租车。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像Waymo这样的特斯拉机器人出租车不会成为现实?</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你将拥有商业机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉处于领先地位,但竞争对手,尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>,正在提供具有视觉、激光雷达、雷达和高清测绘功能的更昂贵的系统,使他们能够缩小差距。每个人最终都会到达那里——埃隆已经说过了。特斯拉的功能仍然会让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>为什么要启动未来基金ETF?</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的10个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么?</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是:[1]24/7信息和娱乐,[2]社交网络,[3]移动性-随时随地工作-[4]电子商务,[5]金融科技创新,[6]大数据和安全,[7]人们寿命更长,[8]生活方式改善,[9]自动化和[10]可持续发展。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此,我们试图做的是找到那些以大趋势为推动力的公司。第一,我们寻求高增长,20%的收入增长。我们正在寻找无杠杆品牌,即在一个细分市场非常成功的品牌,并将其带入其他细分市场,或者在一个地区取得成功并可以走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二,我们在寻找投资争议。我们正在寻找存在争斗且投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是怎样的?</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去,我说话。我们和很多竞争对手谈过。当我还是分析师的时候,我经常做焦点小组。花2000美元,你可以让10个人在一个房间里,问他们为什么不喜欢Beyond Meat[BYND]和Impossible[Foods]。我们通常可以找到给我研究优势的信息来回答争议。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合?</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们想要一个高度可信的投资组合,这意味着不超过40个名字。排名前10的名字约占投资组合的40%。所以这对我来说是高度的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常严格的买卖纪律。当我们将某样东西放入投资组合时,我们希望它的风险调整后上行空间与下行空间至少为2:1。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉,你还喜欢什么?</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有谷歌[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>],这正在改变世界。谷歌和特斯拉一样都是大盘股。但我们认为You Tube是24/7的信息和娱乐。YouTube被严重低估了。他们仍在通过[搜索]赚钱。它有15%到20%的良好收入增长。预计市盈率为22倍,对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥烤肉店</a>[CMG]。它符合健康饮食、保持身材的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷油炸玉米饼,第三季度同店销售额将达到15%。这对我们来说是一只很棒的股票。不便宜。但它有很高的成长性。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样?</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的一个有争议的名字是腾讯控股[TCEHY]。它是世界上最大的互联网公司之一。它拥有12亿微信用户。我们认为,中国监管的担忧有些过头了。腾讯控股目前的市盈率约为明年市盈率的25倍。我们认为至少在未来几年内,它的收入可能会增长20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将其看涨期权为气候变化股票。因为气候变化正在发生,所以有很多野火。你有很多不正常的天气模式。在今天的新房子里,人们最常见的特征之一就是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭中的电池存储会扰乱Generac的销售吗?</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac系统起价为2,000美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个?</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子,Snap是每个人都在使用的应用程序之一。ARPU(或每用户平均收入)为每年13美元,比一年前增长约30%。今年活跃用户将增长约20%。你用抖音吗?</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是18至25岁人群想要使用的更好的其他东西。而Tik Tok是Snap的颠覆者。但是我有这个年龄段的孩子,他们三个,他们都用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的[增长]。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢,加里。</blockquote></p><p></p>","source":"lsy1610680873436","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 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>预测特斯拉将升至1,000美元的投资者的5个股票想法</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 Stock Ideas From an Investor Who Predicted Tesla Would Rise to $1,000<blockquote>预测特斯拉将升至1,000美元的投资者的5个股票想法</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-09-08 17:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/ISBC\">Investors</a> listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a <a href=\"https://laohu8.com/S/AONE.U\">one</a>-trick, or one-stock, pony.</p><p><blockquote><a href=\"https://laohu8.com/S/ISBC\">投资者</a>听听Gary Black对特斯拉的看法。但这位投资老手不仅仅是一位<a href=\"https://laohu8.com/S/AONE.U\">一</a>-诡计,或一只股票,小马。</blockquote></p><p> He has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.</p><p><blockquote>他为成长型投资者提供了其他选择,以及一只新的主动管理型ETF:未来基金(股票代码:FFND),旨在利用他认为正在改变世界的10个大趋势。</blockquote></p><p> That fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.</p><p><blockquote>该基金才成立几周。布莱克从1992年开始在伯恩斯坦担任研究分析师,从事投资行业已有大约30年的历史。</blockquote></p><p> After Bernstein, Black moved to the buy-side with stints at <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.</p><p><blockquote>在伯恩斯坦之后,布莱克转向买方,曾在<a href=\"https://laohu8.com/S/GS\">高盛</a>资产管理公司、骏利和全球保险集团等。在Aegon之后短暂休息后,Black进入了主动管理型ETF的领域。</blockquote></p><p> He sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.</p><p><blockquote>他与《巴伦周刊》坐下来谈论他的新基金、他的投资方法以及他投资的一些股票。以下是对话的编辑版本。</blockquote></p><p> <b>Barron’s: </b>We probably have to start with Tesla (TSLA). How do you value Tesla stock?</p><p><blockquote><b>巴伦周刊:</b>我们可能要从特斯拉(TSLA)开始。您如何评估特斯拉股票?</blockquote></p><p> <b>Black:</b> I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.</p><p><blockquote><b>黑色:</b>我认为全球[汽车销量]将在大约五年内达到什么水平,以及电动汽车的采用率——到2025年将达到25%。这就是特斯拉最大的投资争议:随着竞争对手进入市场,它能否保持大约25%的电动汽车份额?如果可以的话,到2025年我将获得大约32美元左右的收入。即使我给它打50倍,考虑到预计55%的平均年盈利增长率,这个数字也相当低。我得到1600美元的价格。今天这大约值1100美元。</blockquote></p><p> <b>Market share is the big controversy? What about self-driving cars?</b></p><p><blockquote><b>市场份额是最大的争议?自动驾驶汽车呢?</b></blockquote></p><p> Stop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.</p><p><blockquote>不要因为电动汽车业务而说特斯拉的估值相当于每股1,000美元。然后又是1000美元,因为机器人出租车。</blockquote></p><p> <b>Tesla robotaxis like Waymo won’t be a thing?</b></p><p><blockquote><b>像Waymo这样的特斯拉机器人出租车不会成为现实?</b></blockquote></p><p> I think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.</p><p><blockquote>我认为你将拥有商业机器人出租车。你将拥有消费者机器人出租车。</blockquote></p><p> Tesla has a head start, but competitors, especially those from <a href=\"https://laohu8.com/S/CAAS\">China</a>, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.</p><p><blockquote>特斯拉处于领先地位,但竞争对手,尤其是来自<a href=\"https://laohu8.com/S/CAAS\">中国</a>,正在提供具有视觉、激光雷达、雷达和高清测绘功能的更昂贵的系统,使他们能够缩小差距。每个人最终都会到达那里——埃隆已经说过了。特斯拉的功能仍然会让特斯拉卖出更多的特斯拉。</blockquote></p><p> <b>Why did you start the Future Fund ETF?</b></p><p><blockquote><b>为什么要启动未来基金ETF?</b></blockquote></p><p> Secular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.</p><p><blockquote>长期增长是其基石。我们希望利用正在改变世界的10个长期大趋势。</blockquote></p><p> <b>What are they?</b></p><p><blockquote><b>它们是什么?</b></blockquote></p><p> They are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.</p><p><blockquote>它们是:[1]24/7信息和娱乐,[2]社交网络,[3]移动性-随时随地工作-[4]电子商务,[5]金融科技创新,[6]大数据和安全,[7]人们寿命更长,[8]生活方式改善,[9]自动化和[10]可持续发展。那是10个。</blockquote></p><p> And so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.</p><p><blockquote>因此,我们试图做的是找到那些以大趋势为推动力的公司。第一,我们寻求高增长,20%的收入增长。我们正在寻找无杠杆品牌,即在一个细分市场非常成功的品牌,并将其带入其他细分市场,或者在一个地区取得成功并可以走向全球的品牌。</blockquote></p><p> No. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.</p><p><blockquote>第二,我们在寻找投资争议。我们正在寻找存在争斗且投资者不同意的地方。这就是创造机会的原因。</blockquote></p><p> <b>What’s your research process like?</b></p><p><blockquote><b>你的研究过程是怎样的?</b></blockquote></p><p> We go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.</p><p><blockquote>我们出去,我说话。我们和很多竞争对手谈过。当我还是分析师的时候,我经常做焦点小组。花2000美元,你可以让10个人在一个房间里,问他们为什么不喜欢Beyond Meat[BYND]和Impossible[Foods]。我们通常可以找到给我研究优势的信息来回答争议。</blockquote></p><p> <b>And how do you build your portfolio?</b></p><p><blockquote><b>你如何建立你的投资组合?</b></blockquote></p><p> We want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.</p><p><blockquote>我们想要一个高度可信的投资组合,这意味着不超过40个名字。排名前10的名字约占投资组合的40%。所以这对我来说是高度的信念。</blockquote></p><p> We think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.</p><p><blockquote>我们认为我们有非常严格的买卖纪律。当我们将某样东西放入投资组合时,我们希望它的风险调整后上行空间与下行空间至少为2:1。</blockquote></p><p> <b>What else do you like, besides Tesla?</b></p><p><blockquote><b>除了特斯拉,你还喜欢什么?</b></blockquote></p><p> We have Google [parent <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.</p><p><blockquote>我们有谷歌[父<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>],这正在改变世界。谷歌和特斯拉一样都是大盘股。但我们认为You Tube是24/7的信息和娱乐。YouTube被严重低估了。他们仍在通过[搜索]赚钱。它有15%到20%的良好收入增长。预计市盈率为22倍,对我们来说仍然是一个[有吸引力的]价格。</blockquote></p><p> Another name we have is <a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a> [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.</p><p><blockquote>另一个名字是<a href=\"https://laohu8.com/S/CMG\">墨西哥烤肉店</a>[CMG]。它符合健康饮食、保持身材的大趋势。我们看涨期权it生活方式的改善。他们的产品创新非常出色——他们推出了这些卷油炸玉米饼,第三季度同店销售额将达到15%。这对我们来说是一只很棒的股票。不便宜。但它有很高的成长性。</blockquote></p><p> <b>How about a couple more?</b></p><p><blockquote><b>再来几个怎么样?</b></blockquote></p><p></p><p> One of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.</p><p><blockquote>我们拥有的一个有争议的名字是腾讯控股[TCEHY]。它是世界上最大的互联网公司之一。它拥有12亿微信用户。我们认为,中国监管的担忧有些过头了。腾讯控股目前的市盈率约为明年市盈率的25倍。我们认为至少在未来几年内,它的收入可能会增长20%。</blockquote></p><p> <a href=\"https://laohu8.com/S/GNRC\">Generac</a> [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.</p><p><blockquote><a href=\"https://laohu8.com/S/GNRC\">通用</a>[GNRC]是另一个。我们将其看涨期权为气候变化股票。因为气候变化正在发生,所以有很多野火。你有很多不正常的天气模式。在今天的新房子里,人们最常见的特征之一就是发电机。</blockquote></p><p> <b>Can Generac sales be disrupted by battery storage in homes?</b></p><p><blockquote><b>家庭中的电池存储会扰乱Generac的销售吗?</b></blockquote></p><p> Battery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.</p><p><blockquote>电池和太阳能供电的墙壁和屋顶仍然很贵——4万美元。Generac系统起价为2,000美元。</blockquote></p><p> <b>One more?</b></p><p><blockquote><b>再来一个?</b></blockquote></p><p> Snap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?</p><p><blockquote>SNAP【SNAP】是另一个名字。如果你有孩子,Snap是每个人都在使用的应用程序之一。ARPU(或每用户平均收入)为每年13美元,比一年前增长约30%。今年活跃用户将增长约20%。你用抖音吗?</blockquote></p><p> <b>No.</b></p><p><blockquote><b>没有。</b></blockquote></p><p> The biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.</p><p><blockquote>Snap面临的最大风险是18至25岁人群想要使用的更好的其他东西。而Tik Tok是Snap的颠覆者。但是我有这个年龄段的孩子,他们三个,他们都用Snap。</blockquote></p><p> The monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].</p><p><blockquote>货币化才刚刚开始。全球扩张才刚刚开始。我认为你至少有三四年的[增长]。</blockquote></p><p> Thanks, Gary.</p><p><blockquote>谢谢,加里。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST\">Barron's</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":{"SNAP":"Snap Inc","TCEHY":"腾讯控股ADR","FFND":"One Global ETF","GNRC":"Generac控股","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/stock-ideas-gary-black-tesla-51631058814?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175171654","content_text":"Investors listen to what Gary Black has to say about Tesla. But the investing veteran is more than just a one-trick, or one-stock, pony.\nHe has other picks for growth investors as well as a new actively managed ETF: The Future Fund (ticker: FFND), designed to capitalized on 10 megatrends he sees changing the world.\nThat fund is only a couple of weeks old. Black has been at the investing game for about 30 years, starting as a research analyst at Bernstein in 1992.\nAfter Bernstein, Black moved to the buy-side with stints at Goldman Sachs Asset Management, Janus and Aegon, among others. After a brief respite following Aegon, Black jumped into the world of actively managed ETFs.\nHe sat down with Barron’s to talk about his new fund, his approach to investing and some of the stocks he’s invested in. An edited version of the conversation follows.\nBarron’s: We probably have to start with Tesla (TSLA). How do you value Tesla stock?\nBlack: I take where I think global [car sales are] going to be in about five years, and I take the EV adoption–it will get to 25% by 2025. This is the big investment controversy on Tesla: As competitors enter the market, can it keep its roughly 25% EV share? If it can, I get about $32 or so of earnings in 2025. And if I even put a 50 multiple on it, which is pretty low given projected 55% average annual earnings growth. I get a $1,600 price. And that’s worth about $1,100 today.\nMarket share is the big controversy? What about self-driving cars?\nStop saying Tesla has valuation equal to $1,000 a share because of the EV business. And then another $1,000 because of robotaxis.\nTesla robotaxis like Waymo won’t be a thing?\nI think you’re going to have commercial robotaxi. And you’re going to have consumer robotaxi.\nTesla has a head start, but competitors, especially those from China, are offering more expensive systems with vision, lidar, radar and HD mapping allowing them to close the gap. Everyone will get there eventually–which Elon has said. Tesla’s features will still let Tesla sell more Teslas.\nWhy did you start the Future Fund ETF?\nSecular growth [is] its cornerstone. We’re looking to capitalize on 10 secular megatrends that are changing the world.\nWhat are they?\nThey are: [1] 24/7 information and entertainment, [2] social networking, [3] mobility–working from anywhere–[4] e-commerce, [5] fintech innovation, [6] big data and security, [7] people living longer, [8] lifestyle betterment, [9] automation and [10] sustainability. Those are the 10.\nAnd so what we try to do is find companies that [have] the megatrends as tailwinds. No. 1, we’re looking for high growth, 20% revenue growth. We’re looking for unlevered brands, meaning, brands that are very successful in, say, one segment, and they bring them into other segments, or brands that are successful in one geography, and can go global.\nNo. 2, we’re looking for investment controversy. We’re looking for something where there is a fight, and where investors don’t agree. And that’s what creates opportunity.\nWhat’s your research process like?\nWe go out, and I talk. We talk to a lot of competitors. When I was an analyst, I used to do focus groups. For 2,000 bucks, you could get 10 people in a room, and ask them why they don’t like about Beyond Meat [BYND] versus Impossible [Foods]. We can usually find information that gives me a research edge to answer the controversy.\nAnd how do you build your portfolio?\nWe want a portfolio that’s high conviction, meaning no more than about 40 names. The top 10 names are about 40% of the portfolio. So that’s high conviction to me.\nWe think we have very strong buy and sell discipline. When we put something in the portfolio, we want it to have at least 2:1 risk-adjusted upside versus downside.\nWhat else do you like, besides Tesla?\nWe have Google [parent Alphabet ], which is changing the world. Google is a mega cap stock just like Tesla is. But we think You Tube is 24/7 information and entertainment. YouTube is way undervalued. They’re still monetizing [search]. It has good 15% to 20% revenue growth. At 22 times projected earnings, it’s still [an attractive] price to us.\nAnother name we have is Chipotle Mexican Grill [CMG]. It fits with this megatrend of eating healthy, staying fit. We call it lifestyle betterment. Their product innovation has been superb–they launched these rolled quesadillas, which are going to have monster 15% same-store sales comps for them in the third quarter. It’s a great stock for us. Not cheap. But it has high growth.\nHow about a couple more?\nOne of the names that’s controversial we own is Tencent [TCEHY]. It’s one of the largest Internet companies in the world. It has 1.2 billion WeChat users. We believe that Chinese regulatory fears are overdone. Tencent is now trading at about 25 times next year’s earnings. We view it as having probably 20% revenue growth for at least the next few years.\nGenerac [GNRC] is another one. We’ll call it a climate change stock. Because climate change is happening, you have a lot of wildfires. You have a lot of weather patterns that aren’t normal. And in new homes today, one of the most common features that people are putting is a generator.\nCan Generac sales be disrupted by battery storage in homes?\nBattery and solar powered walls and roofs are still expensive–$40,000. A Generac system starts at $2,000.\nOne more?\nSnap [SNAP] is another name. If you have kids, Snap is one of the [apps] everybody’s using. The ARPU [or average revenue per user] is $13 annually, up about 30% over a year ago. Active users will be up about 20% this year. Do you use Tik Tok?\nNo.\nThe biggest risk to Snap is something else comes along that the 18 to 25-year-old crowd wants to use that’s better. And Tik Tok is a disrupter to Snap. But I have kids in this age group, three of them, and they all use Snap.\nThe monetization has just begun. The global expansion has just begun. I think you have got at least three or four years of [growth].\nThanks, Gary.","news_type":1,"symbols_score_info":{"GNRC":0.9,"SNAP":0.9,"FFND":0.9,"TCEHY":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}