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2021-05-08

Now is the time [Lovely]

Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>

2021-05-06

[Surprised]

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2021-05-06

[Observation]

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2021-05-03

“Today I buy what others won't, so tomorrow I earn returns others can't."- Paraphrase of Jerry Rice[Thinking]

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2021-05-03

Way to go Gojek [Strong]

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2021-05-03

Pray for India [Comfort]

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2021-04-30

I love tiktok [Happy]

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2021-04-29

Buy when it’s low [Surprised]

Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote>

2021-04-28

Wow great[Wow]

Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote>

2021-04-26

Always bright with Google[Cool]

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2021-04-25

[Miser]

15 Best Stocks in the Past Week: NIO and IBM Shares Climb<blockquote>过去一周 15 只最佳股票：蔚来和 IBM 股价上涨</blockquote>

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But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于 DCF 的亚马逊股价目标表明有 30% 的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上一季度的业绩介绍了我对亚马逊 (AMZN) 的全面分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1 价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，让我们评估一下我们是否可以从统计数据上说明亚马逊的增长在上一季度是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”细分市场的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了近乎线性的趋势。现在，它已经成倍增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场 - 加速依然存在，上一季度的业绩好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）分部也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘亚马逊网络服务’的增长趋势有所放缓，但从上个季度的业绩来看，有逐渐恢复到之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的收入也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计学上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键分部</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去的10年里，亚马逊的资本化与其收入一直处于定性的线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>大家可以看到，首先，这个模型表明公司目前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%的增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2 比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一节中，我根据收入模拟了亚马逊的平衡价格。值得注意的是，如果我们对公司使用倍数的比较估值应用同样的方法，我们将失败。至少我还没有找到一个基于收入的倍数，可以成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3 贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：Seeking Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我还从分析师对该公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，营业利润率在最后一年逐步增加到8%是一个非常现实的场景。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用股票风险溢价（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。对于最后一年，我使用了等于1的Beta。</li><li>为了计算债务成本，我使用了2019年和2020年的利息支出除以同年的债务价值。</li></ul>这是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>基于 DCF 的亚马逊股票目标价为 4,280 美元，上涨空间为 29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段，并不意味着其资本化不断被低估。但在这种情况下，根据公司的资本和收入参数之间的模式，我们可以得出结论，该公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的 DCF 模型分析师表明估值被低估了 30%。今年年初，一个类似的模型表明估值被低估了 20%。</li><li>当你看到亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题更好</i>.</li></ol></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>Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</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\">\nAmazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</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\">2021-05-07 12:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于 DCF 的亚马逊股价目标表明有 30% 的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上一季度的业绩介绍了我对亚马逊 (AMZN) 的全面分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1 价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，让我们评估一下我们是否可以从统计数据上说明亚马逊的增长在上一季度是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”细分市场的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了近乎线性的趋势。现在，它已经成倍增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场 - 加速依然存在，上一季度的业绩好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）分部也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘亚马逊网络服务’的增长趋势有所放缓，但从上个季度的业绩来看，有逐渐恢复到之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的收入也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计学上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键分部</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去的10年里，亚马逊的资本化与其收入一直处于定性的线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>大家可以看到，首先，这个模型表明公司目前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%的增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2 比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一节中，我根据收入模拟了亚马逊的平衡价格。值得注意的是，如果我们对公司使用倍数的比较估值应用同样的方法，我们将失败。至少我还没有找到一个基于收入的倍数，可以成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3 贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：Seeking Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我还从分析师对该公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，营业利润率在最后一年逐步增加到8%是一个非常现实的场景。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用股票风险溢价（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。对于最后一年，我使用了等于1的Beta。</li><li>为了计算债务成本，我使用了2019年和2020年的利息支出除以同年的债务价值。</li></ul>这是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>基于 DCF 的亚马逊股票目标价为 4,280 美元，上涨空间为 29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段，并不意味着其资本化不断被低估。但在这种情况下，根据公司的资本和收入参数之间的模式，我们可以得出结论，该公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的 DCF 模型分析师表明估值被低估了 30%。今年年初，一个类似的模型表明估值被低估了 20%。</li><li>当你看到亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题更好</i>.</li></ol></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">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":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105672219,"gmtCreate":1620302561931,"gmtModify":1634206257933,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105672219","repostId":"1178617117","repostType":4,"isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105676236,"gmtCreate":1620302491325,"gmtModify":1634206258295,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"[Observation]&nbsp;","listText":"[Observation]&nbsp;","text":"[Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105676236","repostId":"1164751331","repostType":4,"isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108677615,"gmtCreate":1620025326737,"gmtModify":1634208427189,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"“Today I buy what others won't, so tomorrow I earn returns others can't.\"- Paraphrase of Jerry Rice[Thinking]&nbsp;","listText":"“Today I buy what others won't, so tomorrow I earn returns others can't.\"- Paraphrase of Jerry Rice[Thinking]&nbsp;","text":"“Today I buy what others won't, so tomorrow I earn returns others can't.\"- Paraphrase of Jerry Rice[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108677615","repostId":"1121605010","repostType":4,"isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108677038,"gmtCreate":1620025225624,"gmtModify":1634208427529,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Way to go Gojek [Strong]&nbsp;","listText":"Way to go Gojek [Strong]&nbsp;","text":"Way to go Gojek [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108677038","repostId":"1103024418","repostType":4,"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108674167,"gmtCreate":1620025151759,"gmtModify":1634208428008,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Pray for India [Comfort]&nbsp;","listText":"Pray for India [Comfort]&nbsp;","text":"Pray for India [Comfort]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108674167","repostId":"2132913565","repostType":4,"isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":103539832,"gmtCreate":1619792422326,"gmtModify":1634209892785,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"I love tiktok [Happy]&nbsp;","listText":"I love tiktok [Happy]&nbsp;","text":"I love tiktok [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/103539832","repostId":"1152594140","repostType":4,"isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109257604,"gmtCreate":1619702344208,"gmtModify":1634210606054,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Buy when it’s low [Surprised]&nbsp;","listText":"Buy when it’s low [Surprised]&nbsp;","text":"Buy when it’s low [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/109257604","repostId":"1117027267","repostType":4,"repost":{"id":"1117027267","kind":"news","pubTimestamp":1619697587,"share":"https://www.laohunote.com/m/news/1117027267?lang=zh_CN&edition=full","pubTime":"2021-04-29 19:59","market":"us","language":"en","title":"Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117027267","media":"Motley Fool","summary":"History says that if you buy high-quality businesses and hang onto them for long periods of time, yo","content":"<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&amp;P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p><p><blockquote>历史表明，如果你购买高质量的企业并长期持有，你将有很好的赚钱机会。毕竟，<b>标普500</b>从 1919 年到 2020 年，从未有过投资者会亏损的 20 年滚动期间，包括支付的股息。</blockquote></p><p> However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&amp;P 500 is breaking records on a near-weekly basis.</p><p><blockquote>然而，当市场经常创下历史新高时，在心理上更难说服我们把钱投入市场。我们希望在购买股票时感觉自己得到了一个好价格，但当基准标普500几乎每周都在打破记录时，这可能很难实现。</blockquote></p><p> But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p><p><blockquote>但我有好消息：优质股票有折扣<i>是</i>可用，如果你愿意做一点挖掘。</blockquote></p><p> There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p><p><blockquote>目前，有三只改变游戏规则的股票处于各自行业创新的前沿，它们都比各自的 52 周（和历史）高点下跌了至少 40%。最重要的是，与几个月前相比，它们看起来很便宜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Teladoc Health: 41% below its 52-week high</b></p><p><blockquote><b>Teladoc Health：比 52 周高点低 41%</b></blockquote></p><p> Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p><p><blockquote>在医疗保健股票中，2020 年很少有（如果有的话）比远程医疗服务提供商更能受到疫情的帮助<b>泰拉多克健康</b>（纽约证券交易所代码：TDOC）。然而，尽管今年业绩巨大，Teladoc 的股价已从 2 月中旬创下的历史高点回落了约 41%。这是一个适合挑选的便宜货。</blockquote></p><p> Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p><p><blockquote>去年，由于医生希望将有风险和潜在感染的患者挡在办公室之外，对虚拟就诊的需求激增。Teladoc在2020年处理的虚拟访问比上一年多了156%。</blockquote></p><p> Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p><p><blockquote>尽管人们对疫情结束后 Teladoc 会发生什么感到担忧，但该公司的增长轨迹和医疗保健福利状况预示着其未来。远程医疗对患者来说更加方便，可以让医生更容易地接触到慢性病患者。</blockquote></p><p> It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p><p><blockquote>这对保险公司来说也是一大胜利。虚拟就诊的收费通常低于办公室就诊，更频繁地与慢性病患者会诊可能会带来更好的长期结果（即更低的长期费用）。这些好处正是 Teladoc 销售额在 2012 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p><p><blockquote>您想要拥有 Teladoc 的另一个原因是它最近收购了应用健康信号公司 Livongo Health。Livongo利用患者数据和人工智能向其成员发送提示和轻推，旨在帮助他们过上更健康的生活。我们再一次谈论改善患者的结果，这是健康保险公司将要落后的事情。</blockquote></p><p> Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p><p><blockquote>Livongo 已经吸引了超过 500,000 名糖尿病会员，并计划将高血压和体重管理问题患者纳入其中。换句话说，其患者群体涵盖了美国人口的很大一部分。</blockquote></p><p> Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p><p><blockquote>根据华尔街的一致估计，到十年中期，Teladoc Health 的年销售额可能会增加五倍，达到 56 亿美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Fastly: 50% below its 52-week high</b></p><p><blockquote><b>Fastly：比 52 周高点低 50%</b></blockquote></p><p> If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p><p><blockquote>如果您喜欢筛选折扣，您一定会喜欢边缘云服务提供商<b>快速</b>（纽约证券交易所代码：FSLY）。自 10 月中旬达到 136.50 美元的峰值以来，Fastly 的股价已经回吐了一半的价值。这种折扣对于有长远眼光的投资者来说意义不大。</blockquote></p><p> Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p><p><blockquote>与 Teladoc 一样，Fastly 也处于独特的地位，可以从疫情中受益。该公司主要负责以安全的方式加快向最终用户交付内容，包括图像、视频和流媒体。疫情期间，由于人们被困在家中，消费者和工人上网并进入云端。这意味着对内容交付网络服务的需求大幅上升。</blockquote></p><p> Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p><p><blockquote>尽管 Fastly 的新客户增长在第四季度有所放缓，并且由于其对增长计划进行再投资并雇用更多员工，预计 2021 年的亏损将超出预期，但证据就是其客户对其服务的认可。去年，Fastly 第三和第四季度的收入保留率为 99%，基于 adollar 的净扩张率 (DBNER) 分别为 147% 和 143%。DNBER用更简单的英语告诉我们，现有客户在2020年第三季度和2020年第四季度的支出分别比去年同期（2019年第三季度和2019年第四季度）增加了47%和43%。</blockquote></p><p></p><p> Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p><p><blockquote>同样令人印象深刻的是，我们看到 Fastly 在第三季度克服了运营障碍。2020年上半年，流行的社交媒体平台抖音占总销售额的八分之一。但随着 TikTok 母公司字节跳动在美国与特朗普执政发生争执，它从 Fastly 的网络中撤回了大部分流量。</blockquote></p><p> What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p><p><blockquote>看起来毁灭性的东西最终被证明是无害的。全年销售额增长 45%，达到 2.91 亿美元，调整后毛利率扩大 430 个基点，达到 60.9%。</blockquote></p><p> Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p><p><blockquote>Fastly的业务建立得非常完美，可以利用随着时间的推移不断增长的内容交付需求。这种高利润、基于使用的模式应该会让 Fastly 及其投资者致富。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Zoom Video Communications: 43% below its 52-week high</b></p><p><blockquote><b>Zoom Video通信：比 52 周高点低 43%</b></blockquote></p><p> A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p><p><blockquote>最近几个月大幅折扣的最后一只改变游戏规则的股票是网络会议巨头<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）。自 2020 年 10 月 19 日达到每股近 589 美元的峰值以来，截至上周末，该公司已返还了 43% 的价值。</blockquote></p><p> Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p><p><blockquote>听起来不像破纪录，但Zoom Video也是疫情的主要受益者。当冠状病毒关闭传统办公室时，工作场所转移到了人们的家中。为了让项目继续下去，大大小小的企业都开始转向网络会议。这就是为什么Zoom去年的销售额为26.5亿美元，比上年同期增长326%。</blockquote></p><p> One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p><p><blockquote>Zoom如此成功的一个重要原因是该公司的免费增值诱惑。Zoom提供了基于云的会议解决方案的免费试用，事实证明，该解决方案在吸引企业订阅方面非常有效。特别是该公司的会议解决方案确实引起了中小型企业的共鸣。去年，过去 12 个月收入至少贡献 100,000 美元的客户增长了 156%。但拥有至少 10 名员工的客户数量激增 470%，达到 467,100 名。</blockquote></p><p> And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p><p><blockquote>我提到过绝对的优势吗？根据Datanyze的数据，Zoomcontrols仅占美国网络会议市场的40%不到。这基本上是其下一个最接近的竞争对手的两倍，使其成为大多数企业的合乎逻辑的选择。</blockquote></p><p> The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p><p><blockquote>Zoom平台为企业提供的效率使得我们不太可能在未来几年看到其增长大幅放缓。如果说有什么不同的话，那就是 Zoom 的现金流意外之财激励其将服务扩展到网络会议之外。</blockquote></p><p> Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p><p><blockquote>与 Teladoc 一样，Zoom 看起来有望在未来五年内将其销售额增长约五倍。</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>Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</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\">\nLike Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-29 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&amp;P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p><p><blockquote>历史表明，如果你购买高质量的企业并长期持有，你将有很好的赚钱机会。毕竟，<b>标普500</b>从 1919 年到 2020 年，从未有过投资者会亏损的 20 年滚动期间，包括支付的股息。</blockquote></p><p> However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&amp;P 500 is breaking records on a near-weekly basis.</p><p><blockquote>然而，当市场经常创下历史新高时，在心理上更难说服我们把钱投入市场。我们希望在购买股票时感觉自己得到了一个好价格，但当基准标普500几乎每周都在打破记录时，这可能很难实现。</blockquote></p><p> But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p><p><blockquote>但我有好消息：优质股票有折扣<i>是</i>可用，如果你愿意做一点挖掘。</blockquote></p><p> There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p><p><blockquote>目前，有三只改变游戏规则的股票处于各自行业创新的前沿，它们都比各自的 52 周（和历史）高点下跌了至少 40%。最重要的是，与几个月前相比，它们看起来很便宜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Teladoc Health: 41% below its 52-week high</b></p><p><blockquote><b>Teladoc Health：比 52 周高点低 41%</b></blockquote></p><p> Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p><p><blockquote>在医疗保健股票中，2020 年很少有（如果有的话）比远程医疗服务提供商更能受到疫情的帮助<b>泰拉多克健康</b>（纽约证券交易所代码：TDOC）。然而，尽管今年业绩巨大，Teladoc 的股价已从 2 月中旬创下的历史高点回落了约 41%。这是一个适合挑选的便宜货。</blockquote></p><p> Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p><p><blockquote>去年，由于医生希望将有风险和潜在感染的患者挡在办公室之外，对虚拟就诊的需求激增。Teladoc在2020年处理的虚拟访问比上一年多了156%。</blockquote></p><p> Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p><p><blockquote>尽管人们对疫情结束后 Teladoc 会发生什么感到担忧，但该公司的增长轨迹和医疗保健福利状况预示着其未来。远程医疗对患者来说更加方便，可以让医生更容易地接触到慢性病患者。</blockquote></p><p> It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p><p><blockquote>这对保险公司来说也是一大胜利。虚拟就诊的收费通常低于办公室就诊，更频繁地与慢性病患者会诊可能会带来更好的长期结果（即更低的长期费用）。这些好处正是 Teladoc 销售额在 2012 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p><p><blockquote>您想要拥有 Teladoc 的另一个原因是它最近收购了应用健康信号公司 Livongo Health。Livongo利用患者数据和人工智能向其成员发送提示和轻推，旨在帮助他们过上更健康的生活。我们再一次谈论改善患者的结果，这是健康保险公司将要落后的事情。</blockquote></p><p> Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p><p><blockquote>Livongo 已经吸引了超过 500,000 名糖尿病会员，并计划将高血压和体重管理问题患者纳入其中。换句话说，其患者群体涵盖了美国人口的很大一部分。</blockquote></p><p> Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p><p><blockquote>根据华尔街的一致估计，到十年中期，Teladoc Health 的年销售额可能会增加五倍，达到 56 亿美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Fastly: 50% below its 52-week high</b></p><p><blockquote><b>Fastly：比 52 周高点低 50%</b></blockquote></p><p> If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p><p><blockquote>如果您喜欢筛选折扣，您一定会喜欢边缘云服务提供商<b>快速</b>（纽约证券交易所代码：FSLY）。自 10 月中旬达到 136.50 美元的峰值以来，Fastly 的股价已经回吐了一半的价值。这种折扣对于有长远眼光的投资者来说意义不大。</blockquote></p><p> Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p><p><blockquote>与 Teladoc 一样，Fastly 也处于独特的地位，可以从疫情中受益。该公司主要负责以安全的方式加快向最终用户交付内容，包括图像、视频和流媒体。疫情期间，由于人们被困在家中，消费者和工人上网并进入云端。这意味着对内容交付网络服务的需求大幅上升。</blockquote></p><p> Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p><p><blockquote>尽管 Fastly 的新客户增长在第四季度有所放缓，并且由于其对增长计划进行再投资并雇用更多员工，预计 2021 年的亏损将超出预期，但证据就是其客户对其服务的认可。去年，Fastly 第三和第四季度的收入保留率为 99%，基于 adollar 的净扩张率 (DBNER) 分别为 147% 和 143%。DNBER用更简单的英语告诉我们，现有客户在2020年第三季度和2020年第四季度的支出分别比去年同期（2019年第三季度和2019年第四季度）增加了47%和43%。</blockquote></p><p></p><p> Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p><p><blockquote>同样令人印象深刻的是，我们看到 Fastly 在第三季度克服了运营障碍。2020年上半年，流行的社交媒体平台抖音占总销售额的八分之一。但随着 TikTok 母公司字节跳动在美国与特朗普执政发生争执，它从 Fastly 的网络中撤回了大部分流量。</blockquote></p><p> What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p><p><blockquote>看起来毁灭性的东西最终被证明是无害的。全年销售额增长 45%，达到 2.91 亿美元，调整后毛利率扩大 430 个基点，达到 60.9%。</blockquote></p><p> Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p><p><blockquote>Fastly的业务建立得非常完美，可以利用随着时间的推移不断增长的内容交付需求。这种高利润、基于使用的模式应该会让 Fastly 及其投资者致富。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Zoom Video Communications: 43% below its 52-week high</b></p><p><blockquote><b>Zoom Video通信：比 52 周高点低 43%</b></blockquote></p><p> A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p><p><blockquote>最近几个月大幅折扣的最后一只改变游戏规则的股票是网络会议巨头<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）。自 2020 年 10 月 19 日达到每股近 589 美元的峰值以来，截至上周末，该公司已返还了 43% 的价值。</blockquote></p><p> Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p><p><blockquote>听起来不像破纪录，但Zoom Video也是疫情的主要受益者。当冠状病毒关闭传统办公室时，工作场所转移到了人们的家中。为了让项目继续下去，大大小小的企业都开始转向网络会议。这就是为什么Zoom去年的销售额为26.5亿美元，比上年同期增长326%。</blockquote></p><p> One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p><p><blockquote>Zoom如此成功的一个重要原因是该公司的免费增值诱惑。Zoom提供了基于云的会议解决方案的免费试用，事实证明，该解决方案在吸引企业订阅方面非常有效。特别是该公司的会议解决方案确实引起了中小型企业的共鸣。去年，过去 12 个月收入至少贡献 100,000 美元的客户增长了 156%。但拥有至少 10 名员工的客户数量激增 470%，达到 467,100 名。</blockquote></p><p> And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p><p><blockquote>我提到过绝对的优势吗？根据Datanyze的数据，Zoomcontrols仅占美国网络会议市场的40%不到。这基本上是其下一个最接近的竞争对手的两倍，使其成为大多数企业的合乎逻辑的选择。</blockquote></p><p> The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p><p><blockquote>Zoom平台为企业提供的效率使得我们不太可能在未来几年看到其增长大幅放缓。如果说有什么不同的话，那就是 Zoom 的现金流意外之财激励其将服务扩展到网络会议之外。</blockquote></p><p> Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p><p><blockquote>与 Teladoc 一样，Zoom 看起来有望在未来五年内将其销售额增长约五倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSLY":"Fastly, Inc.","ZM":"Zoom","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117027267","content_text":"History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, theS&P 500hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.\nHowever, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.\nBut I have good news: Discounts on great stocksareavailable, if you're willing to do a bit of digging.\nThere are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.\n\nIMAGE SOURCE: GETTY IMAGES.\nTeladoc Health: 41% below its 52-week high\nAmonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services providerTeladoc Health(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.\nLast year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.\nThough there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.\nIt's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.\nAnother reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.\nLivongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.\nLook for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.\n\nIMAGE SOURCE: GETTY IMAGES.\nFastly: 50% below its 52-week high\nIf you like sifting for discounts, you're going to love edge cloud-services providerFastly(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.\nLike Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.\nEven though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).\nJust as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.\nWhat looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.\nFastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.\n\nIMAGE SOURCE: GETTY IMAGES.\nZoom Video Communications: 43% below its 52-week high\nA final game-changing stock that's been substantially discounted in recent months is web-conferencing giantZoom Video Communications(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.\nNot to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.\nOne of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.\nAnd have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.\nThe efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.\nLike Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.","news_type":1,"symbols_score_info":{"FSLY":0.9,"ZM":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100646856,"gmtCreate":1619613018175,"gmtModify":1634211353410,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Wow great[Wow]&nbsp;","listText":"Wow great[Wow]&nbsp;","text":"Wow great[Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100646856","repostId":"1179396069","repostType":4,"repost":{"id":"1179396069","kind":"news","pubTimestamp":1619573853,"share":"https://www.laohunote.com/m/news/1179396069?lang=zh_CN&edition=full","pubTime":"2021-04-28 09:37","market":"us","language":"en","title":"Apple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1179396069","media":"Barrons","summary":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech g","content":"<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要超越 2020 年的井喷结果，还有很多工作要做。问题是，这家科技巨头或许能够实现这一目标。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热议是出乎意料的，即使对于最热门的科技公司来说也是如此。预计该公司将于秋季推出首款 5G 手机，随着大流行病的持续，对 Mac 和 iPad 的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些都是在 12 月季度汇集在一起的，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升 21%，达到 1114 亿美元，比华尔街共识高出 80 多亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价年底上涨 81%，市值增加近 1 万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难跟上的动作，尤其是三月份的季度，与假期提振的十二月份相比，三月份的季度总是放缓。但是当苹果的结果在周三下午公布时，它可能会再次实现五双。华尔街当然这么认为，即使市场更加谨慎，这使得苹果股价在 2021 年上涨了不到 2%。普遍估计看涨期权将比去年全面增长两位数：iPhone 销量增长 43%，达到 414 亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额为68亿美元，增长27%；可穿戴设备（主要是苹果手表和AirPods）销售额74亿美元，增长18%；服务业增长 16%，达到 155 亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街共识预计销售额为 770 亿美元，同比增长 32%，每股利润为 98 美分。这将是苹果自 2012 年 3 月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的印刷可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新情况。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性立场，但其巨大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是收益。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>首先，华尔街将寻找 Mac 和 iPad 销量激增是可持续的迹象，以及尽管芯片和显示器普遍短缺，但该公司仍在满足需求。一些投资者担心，随着越来越多的人重返学校和办公室，个人电脑需求的激增可能会消退。他们将寻求公司在这方面的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。看涨者对 iPhone 12 寄予厚望，认为它将推动一个 “超级周期”，加速更换周期。几位分析师指出，消费者对 iPhone 12 系列高端产品的明显偏好正在推高平均售价，这应该会支撑该细分市场季度的强劲收入。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt 的 Brian White 写道：“鉴于 2020 年秋季新款 iPhone 的上市时间晚于季节性，我们相信，与往年相比，今年 3 月季度 iPhone 的需求将出现更有利的同比增长。”他预计本季度 iPhone 的收入将增长 47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拉在一起呢？摩根士丹利（Morgan Stanley）分析师凯蒂-休伯蒂（Katy Huberty）写道，苹果可能会打破华尔街的预期。她预计营收将超过 800 亿美元，所有细分市场同比增长至少 19%。她尤其看好 Mac 和 iPad 的销量，预计 Mac 为 53%，iPad 为 52%。她还预计苹果将把股息增加 10%，并将股票回购计划扩大 600 亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</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 Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Could Blow the Top Off Earnings—Again. What That Would Mean for the Stock.<blockquote>苹果可能会再次夸大盈利。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-04-28 09:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.</p><p><blockquote>苹果要超越 2020 年的井喷结果，还有很多工作要做。问题是，这家科技巨头或许能够实现这一目标。</blockquote></p><p> The buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted&nbsp;its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.</p><p><blockquote>去年围绕苹果的热议是出乎意料的，即使对于最热门的科技公司来说也是如此。预计该公司将于秋季推出首款 5G 手机，随着大流行病的持续，对 Mac 和 iPad 的需求激增，以及可穿戴设备和服务的实力相互促进。所有这些都是在 12 月季度汇集在一起的，当时苹果（股票代码：AAPL）公布了有史以来最大的季度业绩。销售额飙升 21%，达到 1114 亿美元，比华尔街共识高出 80 多亿美元。每个产品类别——iPhone、iPad、Mac、可穿戴设备和服务——都实现了两位数的增长。苹果股价年底上涨 81%，市值增加近 1 万亿美元。</blockquote></p><p> That’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.</p><p><blockquote>这是一个很难跟上的动作，尤其是三月份的季度，与假期提振的十二月份相比，三月份的季度总是放缓。但是当苹果的结果在周三下午公布时，它可能会再次实现五双。华尔街当然这么认为，即使市场更加谨慎，这使得苹果股价在 2021 年上涨了不到 2%。普遍估计看涨期权将比去年全面增长两位数：iPhone 销量增长 43%，达到 414 亿美元；iPad销售额增长29%，达到56亿美元；Mac销售额为68亿美元，增长27%；可穿戴设备（主要是苹果手表和AirPods）销售额74亿美元，增长18%；服务业增长 16%，达到 155 亿美元。</blockquote></p><p> Overall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.</p><p><blockquote>总体而言，华尔街共识预计销售额为 770 亿美元，同比增长 32%，每股利润为 98 美分。这将是苹果自 2012 年 3 月以来最快的营收增长率，当时的收入约为现在的一半。大多数看涨的苹果分析师似乎认为他们自己的估计太低了——770亿美元的印刷可能会引发该股的抛售。</blockquote></p><p> Apple is also&nbsp;expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.</p><p><blockquote>预计苹果还将提供其资本配置策略的最新情况。一年前，该公司宣布将股息增加6%，并将股票回购计划增加500亿美元。苹果一再表示，它正在努力实现现金中性立场，但其巨大的现金流减缓了实现这一目标的进展。</blockquote></p><p> As always, the quarter is about more than just earnings.</p><p><blockquote>与往常一样，本季度不仅仅是收益。</blockquote></p><p> For one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.</p><p><blockquote>首先，华尔街将寻找 Mac 和 iPad 销量激增是可持续的迹象，以及尽管芯片和显示器普遍短缺，但该公司仍在满足需求。一些投资者担心，随着越来越多的人重返学校和办公室，个人电脑需求的激增可能会消退。他们将寻求公司在这方面的指导。</blockquote></p><p> Another is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.</p><p><blockquote>另一个是iPhone增长复苏的可持续性。看涨者对 iPhone 12 寄予厚望，认为它将推动一个 “超级周期”，加速更换周期。几位分析师指出，消费者对 iPhone 12 系列高端产品的明显偏好正在推高平均售价，这应该会支撑该细分市场季度的强劲收入。</blockquote></p><p> “Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.</p><p><blockquote>Monness Crespi Hardt 的 Brian White 写道：“鉴于 2020 年秋季新款 iPhone 的上市时间晚于季节性，我们相信，与往年相比，今年 3 月季度 iPhone 的需求将出现更有利的同比增长。”他预计本季度 iPhone 的收入将增长 47%。</blockquote></p><p> And if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.</p><p><blockquote>如果苹果把这一切都拉在一起呢？摩根士丹利（Morgan Stanley）分析师凯蒂-休伯蒂（Katy Huberty）写道，苹果可能会打破华尔街的预期。她预计营收将超过 800 亿美元，所有细分市场同比增长至少 19%。她尤其看好 Mac 和 iPad 的销量，预计 Mac 为 53%，iPad 为 52%。她还预计苹果将把股息增加 10%，并将股票回购计划扩大 600 亿美元。</blockquote></p><p> That would certainly qualify as a job well done.</p><p><blockquote>这当然是一项出色的工作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-could-blow-the-top-off-earningsagain-what-that-would-mean-for-the-stock-51619495288?mod=hp_DAY_Theme_1_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179396069","content_text":"Apple has its work cut out for it trying to surpass 2020’s blowout results. The thing is, the tech giant just might be able to pull it off.\nThe buzz around Apple last year was off the charts, even for what is the buzziest of technology companies. Anticipation of the fall launch of the company’s first 5G phones, surging demand for both Macs and iPads as the pandemic rolled on, and strength in both wearables and services fed off each other. The pieces all came together in the December quarter, when Apple (ticker: AAPL) posted its biggest quarter ever. Sales soared 21% to $111.4 billion, more than $8 billion over the Street consensus. Every product category—iPhone, iPad, Macs, wearables, and services—notched double-digit growth. Apple stock finished the year up 81%, adding nearly $1 trillion to its market cap.\nThat’s a tough act to follow, particularly with the March quarter, which always slows from the holiday-boosted December quarter. But Apple could pull off the quintuple double again when its results come out after the bell Wednesday. The Street certainly thinks so, even if the market, which has pushed Apple shares up less than 2% in 2021, has been more cautious. Consensus estimates call for double-digit increases from last year across the board: iPhones sales up 43%, to $41.4 billion; iPad sales up 29%, to $5.6 billion; Mac sales of $6.8 billion, up 27%; wearables sales (mostly Apple Watch and AirPods) of $7.4 billion, up 18%; and a 16% bump in services, to $15.5 billion.\nOverall, the Street consensus expects sales of $77 billion, up 32% from a year ago, with profits of 98 cents a share. That would be the fastest top-line growth rate for any Apple quarter since March 2012, when revenues were about half what they are now. And most bullish Apple analysts seem to think their own estimates are too low—a print at $77 billion would likely trigger a selloff in the stock.\nApple is also expected to provide an update on its capital-allocation strategy. A year ago,the company announced a 6% dividend increase, and boosted its stock repurchase plan by $50 billion. Apple has said repeatedly that it is pushing to get to a cash neutral position, but its remarkably big cash flow has slowed progress toward that goal.\nAs always, the quarter is about more than just earnings.\nFor one, the Street will be looking for signs that the sales surge for Macs and iPads is sustainable—and that the company is keeping up with demand despite widespread chip and display shortages. Some investors worry that the spike in PC demand could ebb as more people return to schools and offices. They’ll be looking for company guidance on that point.\nAnother is the sustainability of the resurgence in iPhone growth. There were high hopes among bulls that the iPhone 12 would drive a “supercycle” with an accelerated replacement cycle. Several analysts have noted that a clear consumer preference for the high end of the iPhone 12 line is driving up average selling prices, which should support a strong revenue quarter for the segment.\n“Given the later-than-seasonal launch of new iPhones in the fall of 2020, we believe iPhone demand will experience more favorable year-over-year comparisons this March quarter compared to past years,” writes Monness Crespi Hardt’s Brian White, who sees 47% iPhone revenue growth during the quarter.\nAnd if Apple pulls it all together? Apple could crush Street estimates, writes Morgan Stanley analyst Katy Huberty, who has an Overweight rating and a $158 price target on the stock, up 17% from Monday’s close of $134.72. She sees the top line above $80 billion, with all segments growing at least 19% year over year. She is especially bullish on Mac and iPad sales, with estimates far above consensus—53% for Macs and 52% for iPads. She also expects Apple to increase its dividend by 10% and expand its stock repurchase program by $60 billion.\nThat would certainly qualify as a job well done.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374936279,"gmtCreate":1619407596391,"gmtModify":1634273713919,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Always bright with Google[Cool]&nbsp;","listText":"Always bright with Google[Cool]&nbsp;","text":"Always bright with Google[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374936279","repostId":"2129363525","repostType":4,"isVote":1,"tweetType":1,"viewCount":3238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375240211,"gmtCreate":1619353000633,"gmtModify":1634274059625,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582361231785431","authorIdStr":"3582361231785431"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375240211","repostId":"1189806458","repostType":4,"repost":{"id":"1189806458","kind":"news","pubTimestamp":1619337586,"share":"https://www.laohunote.com/m/news/1189806458?lang=zh_CN&edition=full","pubTime":"2021-04-25 15:59","market":"us","language":"en","title":"15 Best Stocks in the Past Week: NIO and IBM Shares Climb<blockquote>过去一周 15 只最佳股票：蔚来和 IBM 股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189806458","media":"thestreet","summary":"Stocks ended higher Friday to finish the week little changed as investors looked tostrong economic d","content":"<p>Stocks ended higher Friday to finish the week little changed as investors looked tostrong economic data and discounted a reportthat said President Joe Biden would propose raising capital gains taxes on wealthy investors.</p><p><blockquote>周五股市收高，本周收盘变化不大，因为投资者关注强劲的经济数据，并对总统乔·拜登将提议对富裕投资者提高资本利得税的报道打折扣。</blockquote></p><p>Equities received a boost from data that indicated U.S. business output expanded the most on record in April, according to IHS Markit. New home sales in the U.S., meanwhile, rebounded in March to the highest levels since 2006.</p><p><blockquote>IHS Markit 的数据显示，美国 4 月份企业产出增幅创历史新高，提振了股市。与此同时，美国3月份新屋销售反弹至2006年以来的最高水平。</blockquote></p><p>The Dow Jones Industrial Average ended up 228 points, or 0.7%, at 34,043. The S&amp;P 500 rose 45.19, or 1.1%, to 4,180.70, missing a weekly gain by less than 6 points. The S&amp;P 500 snapped a four-week win streak. The Nasdaq finished up 1.44% at 14,06.81.</p><p><blockquote>道琼斯工业平均指数收盘上涨 228 点，涨幅 0.7%，报 34,043 点。标普500上涨 45.19 点，或 1.1%，至 4,180.70 点，距离周涨幅不足 6 点。标普500结束了四周的连胜。纳斯达克收盘上涨1.44%，至1406.81点。</blockquote></p><p>Here are some of the best stocks in the past week by their performance in percentage change at the close of trading on Apr. 23. These include stocks over a $10 share price at the time of publishing.</p><p><blockquote>以下是过去一周一些最佳股票，按 4 月 23 日收盘时的百分比变化计算。其中包括发布时股价超过 10 美元的股票。</blockquote></p><p>1. MicroVision | +62.92%</p><p><blockquote>1. 微视 | +62.92%</blockquote></p><p>Jim Cramer, the founder of TheStreet, said this past week that MicroVision&nbsp;(<b>MVIS</b>) -Get Report&nbsp;is a battleground stock to avoid amind its surge. \"This is a battleground stock and you need to avoid battlegrounds,\" he said during the&nbsp;\"Mad Money Lightning Round.\"</p><p><blockquote>TheStreet的创始人吉姆·克莱默上周表示，MicroVision（<b>米维斯</b>) -Get Report 是一只在其飙升期间需要避免的战场股票。“这是一只战场股票，你需要避开战场，”他在“疯狂金钱闪电轮”中说道。</blockquote></p><p>MicroVision 'is essentially a science project that has gone nowhere after 25 years,'said short-seller Hindenburg Research in December.&nbsp;\"$1.2 billion market cap corporate husk,\"&nbsp;according to Hindenburg.</p><p><blockquote>做空商兴登堡研究公司去年12月表示，MicroVision本质上是一个科学项目，25年后仍未取得任何进展。兴登堡称，“这是一家市值达12亿美元的公司壳。”</blockquote></p><p>2. Equifax | +20.28%</p><p><blockquote>2. Equifax | +20.28%</blockquote></p><p>Equifax&nbsp;(<b>EFX</b>) -Get Report&nbsp;was jumping this past week after the credit-reporting companybeat Wall Street's first-quarter earnings expectations, reported record revenue, and raised its 2021 revenue guidance. Shares of the Atlanta company were surging nearly 15% to $221.19.</p><p><blockquote>Equifax（<b>外汇</b>) -Get Report 上周飙升，此前这家信用报告公司第一季度盈利预期超出了华尔街的预期，报告了创纪录的收入，并上调了 2021 年收入指引。这家亚特兰大公司的股价飙升近 15%，至 221.19 美元。</blockquote></p><p>Equifaxreported a net income of $201.6 million, or $1.64 a share, up from $116.9 million, or 95 cents a share, a year ago. Adjusted income attributable to Equifax was $1.97 a share, beating the FactSet consensus of $1.52.</p><p><blockquote>Equifax 报告净利润为 2.016 亿美元，即每股 1.64 美元，高于一年前的 1.169 亿美元，即每股 95 美分。Equifax 调整后每股收益为 1.97 美元，超过了 FactSet 共识的 1.52 美元。</blockquote></p><p>3. Skillz Inc | +20.25%</p><p><blockquote>3. Skillz 公司 | +20.25%</blockquote></p><p>Skillz&nbsp;(<b>SKLZ</b>) -Get Report&nbsp;shares rose sharply this past week after Jefferies initiated coverage of the mobile gaming company with a hold rating and a $17 price target.</p><p><blockquote>技能（<b>滑动</b>) -Get Report 上周杰富瑞 (Jefferies) 对这家移动游戏公司给予持有评级和 17 美元目标价后，该股股价大幅上涨。</blockquote></p><p>Jefferies analyst Andrew Uerkwitzoffers high praise for Skillzbut is concerned about the stock's valuation. “We see Skillz building a differentiated, innovative platform for mobile gaming,” he wrote in a commentary.</p><p><blockquote>Jefferies 分析师 Andrew Uerkwitz 对 Skillz 给予了高度评价，但对该股的估值表示担忧。“他在评论中写道：”我们看到 Skillz 正在为移动游戏打造一个差异化、创新的平台。</blockquote></p><p>4. Kansas City Southern | +17.13%</p><p><blockquote>4. 堪萨斯城南方 | +17.13%</blockquote></p><p>Kansas City Southern&nbsp;(<b>KSU</b>) -Get Report&nbsp;will enter potential merger talks with Canadian National, according to a published report Friday, raising the stakes in a brewing bidding war between Canadian National&nbsp;(<b>CNI</b>) -Get Report&nbsp;and Canadian Pacific&nbsp;(<b>CP</b>) -Get Report&nbsp;for the U.S. railroad and its links to the gulf coast.</p><p><blockquote>堪萨斯城南部（<b>KSU</b>) - 根据周五发布的一份报告，Get Report 将与加拿大国民公司进行潜在的合并谈判，这增加了加拿大国民公司之间酝酿中的竞购战的风险（<b>CNI</b>）-获取报告和加拿大太平洋（<b>CP</b>) -获取美国铁路及其与墨西哥湾沿岸的联系的报告。</blockquote></p><p>Kansas City Southern is expected to declare CN’s recent $30 billion takeover bid superior to its previously agreed $25 billion buyout offer from Canadian Pacific, Bloomberg reported, citing people familiar with the matter.</p><p><blockquote>彭博社援引知情人士的话报道称，堪萨斯城南方公司预计将宣布 CN 最近提出的 300 亿美元收购要约优于之前商定的加拿大太平洋公司 250 亿美元收购要约。</blockquote></p><p>5. Skechers | +15.80%</p><p><blockquote>5. 斯凯奇 | +15.80%</blockquote></p><p>Skechers USA&nbsp;(<b>SKX</b>) -Get Report&nbsp;soared this past week and Morgan Stanley upgraded the footwear maker after itreported stronger-than-expected earnings in the first quarter.</p><p><blockquote>美国斯凯奇（<b>SKX</b>) -Get 报告上周飙升，摩根士丹利在公布第一季度收益强于预期后对这家鞋类制造商进行了评级。</blockquote></p><p>Morgan Stanley analyst Kimberly Greenberger lifted her rating to overweight from equal weight and boosted the price target on the stock to $56 from $44. She was impressed with the earnings and a “clearer” forecast of earnings before interest and taxes and earnings per share.</p><p><blockquote>摩根士丹利分析师 Kimberly Greenberger 将跑赢大盘的评级从同等权重上调，并将该股目标价从 44 美元上调至 56 美元。她对财报以及对息税前利润和每股收益的 “更清晰 ”预测印象深刻。</blockquote></p><p>6. BioNTech | +14.16%</p><p><blockquote>6. 生物科技 | +14.16%</blockquote></p><p>Pfizer&nbsp;(<b>PFE</b>) -Get Report&nbsp;says it has discoveredcounterfeit versions of the COVID-19 vaccinebeing distributed in Mexico and Poland, a media report says.</p><p><blockquote>辉瑞（<b>PFE</b>) -Get 报告称，它发现了墨西哥和波兰分发的 COVID-19 疫苗的假冒版本，媒体报道称。</blockquote></p><p>The New York healthcare company confirmed in separate investigations that vials seized by authorities were fake versions of the vaccine Pfizer developed with BioNTech&nbsp;(<b>BNTX</b>) -Get Report,&nbsp;The Wall Street Journal reports. In Mexico, the vials came with fraudulent labeling and were likely filled with distilled water, Manuel de la O, health secretary of Nuevo León state, told the paper.</p><p><blockquote>这家纽约医疗保健公司在单独的调查中证实，当局查获的小瓶是辉瑞与 BioNTech 合作开发的疫苗的假冒版本（<b>BNTX</b>）——《华尔街日报》报道。新莱昂州卫生部长曼努埃尔·德拉奥 (Manuel de la O) 告诉该报，在墨西哥，这些小瓶带有欺诈性标签，很可能装满了蒸馏水。</blockquote></p><p>7. NIO | +13.83%</p><p><blockquote>7. 蔚来 | +13.83%</blockquote></p><p>NIO&nbsp;(<b>NIO</b>) -Get Report&nbsp;reported big gains in their first-quarter deliveries. The company said itdelivered 20,060 vehiclesin the first quarter, up a record 423% from a year ago. It delivered 7,257 vehicles in March, a new monthly record and up 373% year-over-year.</p><p><blockquote>蔚来（<b>蔚来</b>) -Get Report 报告第一季度交付量大幅增长。该公司表示，第一季度交付了 20,060 辆汽车，比去年同期增长创纪录的 423%。3月份交付了7,257辆汽车，创下月度新纪录，同比增长373%。</blockquote></p><p>The Chinese electric vehicle maker was a volume leader this past week with92,190,700 shares traded.</p><p><blockquote>这家中国电动汽车制造商上周以 92,190,700 股的成交量领先。</blockquote></p><p>8. Bilibili Inc | +12.74%</p><p><blockquote>8. 哔哩哔哩公司 | +12.74%</blockquote></p><p>The U.S. listed shares of online streaming site Bilibili&nbsp;(<b>BILI</b>) -Get Reportmoved up even after the stock made a weak debut on its first day of trading in Hong Kong last month.</p><p><blockquote>在线流媒体网站哔哩哔哩的美国上市股票（<b>比利</b>) -Get Report 即使该股上个月在香港上市首日表现疲软，该股仍上涨。</blockquote></p><p>9. Vipshop Holdings | +11.68%</p><p><blockquote>9.唯品会控股 | +11.68%</blockquote></p><p>Credit Suisse wasshopping shares of Vipshop&nbsp;(<b>VIPS</b>) -Get Report&nbsp;in the wake of the Archegos Capital embarrassment.</p><p><blockquote>瑞士信贷购物唯品会股份（<b>贵宾</b>) - 在 Archegos Capital 尴尬事件发生后获取报告。</blockquote></p><p>10. Cloudflare | +11.42%</p><p><blockquote>10. Cloudflare | +11.42%</blockquote></p><p></p><p>Cloudflare&nbsp;(<b>NET</b>) -Get Report&nbsp;was among several of the companies that were ere losing ground this past week, including FuboTV&nbsp;(<b>FUBO</b>) -Get Report, which was down nearly 3%, Peloton Interactive&nbsp;(<b>PTON</b>) -Get Report,&nbsp;down 1.36%, Zoom Video Communication&nbsp;(<b>ZM</b>) -Get Report, down 1.5%, and&nbsp;Roku&nbsp;(<b>ROKU</b>) -Get Report, down 3.56% to $342.20 in premarket trading.</p><p><blockquote>云耀斑（<b>网</b>) -Get Report 是过去一周股价下跌的几家公司之一，其中包括 FuboTV (<b>伏波</b>) -Get 报告，下跌近 3%，Peloton Interactive (<b>普顿</b>) -Get 报告，下跌 1.36%，Zoom Video通信 (<b>ZM</b>) -Get 报告，下跌 1.5%，Roku (<b>ROKU</b>) -Get 报告，盘前交易中下跌 3.56%，至 342.20 美元。</blockquote></p><p>Cloudflare was&nbsp;down 1.23% but picked up steam at the market closing Friday. Some stay-at-home stocks traded lower afterNetflix's disappointing subscriber results.</p><p><blockquote>Cloudflare 下跌 1.23%，但在周五收盘时有所回升。在 Netflix 令人失望的用户业绩后，一些居家股票下跌。</blockquote></p><p>11. Enphase Energy | +11.31%</p><p><blockquote>11. Enphase Energy | +11.31%</blockquote></p><p>Shares of alternative energy stocks like FuelCell Energy&nbsp;(<b>FCEL</b>) -Get Report, SolarEdge Technologies&nbsp;(<b>SEDG</b>) -Get Report, Enphase Energy&nbsp;(<b>ENPH,</b>) -Get Report&nbsp;and others were rising on Earth Day as U.S. President Joe Biden kicked off aglobal climate summit.</p><p><blockquote>FuelCell Energy 等替代能源股票（<b>FCEL</b>) -获取报告，SolarEdge Technologies (<b>莎草</b>) -获取报告，Enphase Energy (<b>恩普，</b>) - 随着美国总统乔·拜登 (Joe Biden) 启动全球气候峰会，Get Report 和其他人在地球日崛起。</blockquote></p><p>The president invited 40 world leaders to the summit, hosted Thursday and Friday. The virtual summit was live-streamed for public viewing.</p><p><blockquote>总统邀请了40位世界领导人参加周四和周五举行的峰会。虚拟峰会被现场直播，供公众观看。</blockquote></p><p>12. Restoration Hardware | +8.43%</p><p><blockquote>12. 修复硬件 | +8.43%</blockquote></p><p>When talking about Williams-Sonoma&nbsp;(<b>WSM</b>) -Get Report&nbsp;in the \"Mad Money Lightning Round\" this past week, Cramer said:&nbsp;\"I want you to hold onto it (Williams-Sonoma). I think Restoration Hardware&nbsp;(<b>RH</b>) -Get Report&nbsp;is also going tohave another great quarter.\"</p><p><blockquote>当谈到威廉姆斯-索诺玛（<b>WSM</b>）-在过去一周的“疯狂金钱闪电轮”中，克莱默说：“我希望你抓住它（威廉姆斯-索诺玛）。我认为修复硬件（<b>RH</b>) -Get Report 也将迎来另一个出色的季度。”</blockquote></p><p>13. Hubspot | +8.34%</p><p><blockquote>13. Hubspot | +8.34%</blockquote></p><p>HubSpot&nbsp;(<b>HUBS</b>) -Get Report&nbsp;rose this past week after Bank of America analyst Brad Sills reinitiated coverage of the customer relationship management platform witha buy rating and a $600 price target.</p><p><blockquote>枢纽点（<b>枢纽</b>) -美国银行分析师布拉德·西尔斯 (Brad Sills) 重新启动对客户关系管理平台的报道，给予买入评级和 600 美元目标价后，Get 报告上周上涨。</blockquote></p><p>Sills is positive on the company addressing a large market of marketing, sales, service, and CMS, with a total addressable market of more than $86.7 billion.</p><p><blockquote>Sills 对该公司解决营销、销售、服务和 CMS 的大型市场持乐观态度，该公司的潜在市场总额超过 867 亿美元。</blockquote></p><p>14. Intuitive Surg Inc | +7.75%</p><p><blockquote>14. 直觉外科公司 | +7.75%</blockquote></p><p>Shares of Intuitive Surgical&nbsp;(<b>ISRG</b>) -Get Report&nbsp;were higher this past week after the medical equipment company's first-quarter results topped estimates and analysts at Piper Sandler increased their price target.&nbsp;Analyst Adam Maederaffirmed a neutral rating on the companywhile lifting the investment firm's price target to $840 a share from $735.</p><p><blockquote>直觉外科的股份（<b>伊斯尔格</b>) -Get Report 上周走高，此前这家医疗设备公司第一季度业绩超出预期，Piper Sandler 的分析师提高了目标价。分析师 Adam Maeder 确认了对该公司的中性评级，同时将该投资公司的目标价从每股 735 美元上调至 840 美元。</blockquote></p><p>\"Despite some lingering COVID-19 impact in the quarter, the company posted healthy mid-teens procedure growth and a better-than-expected quarter from a robot placement perspective driven in part by more operating leases,\" Maeder said.</p><p><blockquote>Maeder 表示：“尽管本季度受到 COVID-19 的一些挥之不去的影响，但从机器人放置的角度来看，该公司公布了健康的十几岁左右的程序增长，并且在一定程度上是由更多运营租赁推动的。”</blockquote></p><p>15. IBM | +6.62%</p><p><blockquote>15. IBM | +6.62%</blockquote></p><p>International Business Machines's&nbsp;(<b>IBM</b>) -Get Report&nbsp;Institute for Business Value (IBV) surveyed&nbsp;over 14,000 consumers in nine countries about how&nbsp;theCOVID-19 pandemic affected their views on environmental sustainability.&nbsp;Nine in 10 consumers surveyed reported that it did affect their views, and COVID-19 was the top factor cited in influencing their views.</p><p><blockquote>国际商业机器公司（<b>IBM</b>) -Get Report Institute for Business Value (IBV) 调查了 9 个国家的 14,000 多名消费者，了解 COVID-19 大流行如何影响了他们对环境可持续性的看法。十分之九的受访消费者表示，这确实影响了他们的观点，而 COVID-19 是影响他们观点的首要因素。</blockquote></p><p>Intel&nbsp;(<b>INTC</b>) -Get Report&nbsp;plans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM&nbsp;-- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>英特尔（<b>国际电联</b>) -Get Report 计划发展成为设计师和制造商以及下一代计算机和智能手机芯片，同时还开发新业务——部分归功于与 IBM 的开发合作伙伴关系——允许其他公司使用其亚利桑那州中心制造自己的半导体。</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>15 Best Stocks in the Past Week: NIO and IBM Shares Climb<blockquote>过去一周 15 只最佳股票：蔚来和 IBM 股价上涨</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\">\n15 Best Stocks in the Past Week: NIO and IBM Shares Climb<blockquote>过去一周 15 只最佳股票：蔚来和 IBM 股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">thestreet</strong><span class=\"h-time small\">2021-04-25 15:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks ended higher Friday to finish the week little changed as investors looked tostrong economic data and discounted a reportthat said President Joe Biden would propose raising capital gains taxes on wealthy investors.</p><p><blockquote>周五股市收高，本周收盘变化不大，因为投资者关注强劲的经济数据，并对总统乔·拜登将提议对富裕投资者提高资本利得税的报道打折扣。</blockquote></p><p>Equities received a boost from data that indicated U.S. business output expanded the most on record in April, according to IHS Markit. New home sales in the U.S., meanwhile, rebounded in March to the highest levels since 2006.</p><p><blockquote>IHS Markit 的数据显示，美国 4 月份企业产出增幅创历史新高，提振了股市。与此同时，美国3月份新屋销售反弹至2006年以来的最高水平。</blockquote></p><p>The Dow Jones Industrial Average ended up 228 points, or 0.7%, at 34,043. The S&amp;P 500 rose 45.19, or 1.1%, to 4,180.70, missing a weekly gain by less than 6 points. The S&amp;P 500 snapped a four-week win streak. The Nasdaq finished up 1.44% at 14,06.81.</p><p><blockquote>道琼斯工业平均指数收盘上涨 228 点，涨幅 0.7%，报 34,043 点。标普500上涨 45.19 点，或 1.1%，至 4,180.70 点，距离周涨幅不足 6 点。标普500结束了四周的连胜。纳斯达克收盘上涨1.44%，至1406.81点。</blockquote></p><p>Here are some of the best stocks in the past week by their performance in percentage change at the close of trading on Apr. 23. These include stocks over a $10 share price at the time of publishing.</p><p><blockquote>以下是过去一周一些最佳股票，按 4 月 23 日收盘时的百分比变化计算。其中包括发布时股价超过 10 美元的股票。</blockquote></p><p>1. MicroVision | +62.92%</p><p><blockquote>1. 微视 | +62.92%</blockquote></p><p>Jim Cramer, the founder of TheStreet, said this past week that MicroVision&nbsp;(<b>MVIS</b>) -Get Report&nbsp;is a battleground stock to avoid amind its surge. \"This is a battleground stock and you need to avoid battlegrounds,\" he said during the&nbsp;\"Mad Money Lightning Round.\"</p><p><blockquote>TheStreet的创始人吉姆·克莱默上周表示，MicroVision（<b>米维斯</b>) -Get Report 是一只在其飙升期间需要避免的战场股票。“这是一只战场股票，你需要避开战场，”他在“疯狂金钱闪电轮”中说道。</blockquote></p><p>MicroVision 'is essentially a science project that has gone nowhere after 25 years,'said short-seller Hindenburg Research in December.&nbsp;\"$1.2 billion market cap corporate husk,\"&nbsp;according to Hindenburg.</p><p><blockquote>做空商兴登堡研究公司去年12月表示，MicroVision本质上是一个科学项目，25年后仍未取得任何进展。兴登堡称，“这是一家市值达12亿美元的公司壳。”</blockquote></p><p>2. Equifax | +20.28%</p><p><blockquote>2. Equifax | +20.28%</blockquote></p><p>Equifax&nbsp;(<b>EFX</b>) -Get Report&nbsp;was jumping this past week after the credit-reporting companybeat Wall Street's first-quarter earnings expectations, reported record revenue, and raised its 2021 revenue guidance. Shares of the Atlanta company were surging nearly 15% to $221.19.</p><p><blockquote>Equifax（<b>外汇</b>) -Get Report 上周飙升，此前这家信用报告公司第一季度盈利预期超出了华尔街的预期，报告了创纪录的收入，并上调了 2021 年收入指引。这家亚特兰大公司的股价飙升近 15%，至 221.19 美元。</blockquote></p><p>Equifaxreported a net income of $201.6 million, or $1.64 a share, up from $116.9 million, or 95 cents a share, a year ago. Adjusted income attributable to Equifax was $1.97 a share, beating the FactSet consensus of $1.52.</p><p><blockquote>Equifax 报告净利润为 2.016 亿美元，即每股 1.64 美元，高于一年前的 1.169 亿美元，即每股 95 美分。Equifax 调整后每股收益为 1.97 美元，超过了 FactSet 共识的 1.52 美元。</blockquote></p><p>3. Skillz Inc | +20.25%</p><p><blockquote>3. Skillz 公司 | +20.25%</blockquote></p><p>Skillz&nbsp;(<b>SKLZ</b>) -Get Report&nbsp;shares rose sharply this past week after Jefferies initiated coverage of the mobile gaming company with a hold rating and a $17 price target.</p><p><blockquote>技能（<b>滑动</b>) -Get Report 上周杰富瑞 (Jefferies) 对这家移动游戏公司给予持有评级和 17 美元目标价后，该股股价大幅上涨。</blockquote></p><p>Jefferies analyst Andrew Uerkwitzoffers high praise for Skillzbut is concerned about the stock's valuation. “We see Skillz building a differentiated, innovative platform for mobile gaming,” he wrote in a commentary.</p><p><blockquote>Jefferies 分析师 Andrew Uerkwitz 对 Skillz 给予了高度评价，但对该股的估值表示担忧。“他在评论中写道：”我们看到 Skillz 正在为移动游戏打造一个差异化、创新的平台。</blockquote></p><p>4. Kansas City Southern | +17.13%</p><p><blockquote>4. 堪萨斯城南方 | +17.13%</blockquote></p><p>Kansas City Southern&nbsp;(<b>KSU</b>) -Get Report&nbsp;will enter potential merger talks with Canadian National, according to a published report Friday, raising the stakes in a brewing bidding war between Canadian National&nbsp;(<b>CNI</b>) -Get Report&nbsp;and Canadian Pacific&nbsp;(<b>CP</b>) -Get Report&nbsp;for the U.S. railroad and its links to the gulf coast.</p><p><blockquote>堪萨斯城南部（<b>KSU</b>) - 根据周五发布的一份报告，Get Report 将与加拿大国民公司进行潜在的合并谈判，这增加了加拿大国民公司之间酝酿中的竞购战的风险（<b>CNI</b>）-获取报告和加拿大太平洋（<b>CP</b>) -获取美国铁路及其与墨西哥湾沿岸的联系的报告。</blockquote></p><p>Kansas City Southern is expected to declare CN’s recent $30 billion takeover bid superior to its previously agreed $25 billion buyout offer from Canadian Pacific, Bloomberg reported, citing people familiar with the matter.</p><p><blockquote>彭博社援引知情人士的话报道称，堪萨斯城南方公司预计将宣布 CN 最近提出的 300 亿美元收购要约优于之前商定的加拿大太平洋公司 250 亿美元收购要约。</blockquote></p><p>5. Skechers | +15.80%</p><p><blockquote>5. 斯凯奇 | +15.80%</blockquote></p><p>Skechers USA&nbsp;(<b>SKX</b>) -Get Report&nbsp;soared this past week and Morgan Stanley upgraded the footwear maker after itreported stronger-than-expected earnings in the first quarter.</p><p><blockquote>美国斯凯奇（<b>SKX</b>) -Get 报告上周飙升，摩根士丹利在公布第一季度收益强于预期后对这家鞋类制造商进行了评级。</blockquote></p><p>Morgan Stanley analyst Kimberly Greenberger lifted her rating to overweight from equal weight and boosted the price target on the stock to $56 from $44. She was impressed with the earnings and a “clearer” forecast of earnings before interest and taxes and earnings per share.</p><p><blockquote>摩根士丹利分析师 Kimberly Greenberger 将跑赢大盘的评级从同等权重上调，并将该股目标价从 44 美元上调至 56 美元。她对财报以及对息税前利润和每股收益的 “更清晰 ”预测印象深刻。</blockquote></p><p>6. BioNTech | +14.16%</p><p><blockquote>6. 生物科技 | +14.16%</blockquote></p><p>Pfizer&nbsp;(<b>PFE</b>) -Get Report&nbsp;says it has discoveredcounterfeit versions of the COVID-19 vaccinebeing distributed in Mexico and Poland, a media report says.</p><p><blockquote>辉瑞（<b>PFE</b>) -Get 报告称，它发现了墨西哥和波兰分发的 COVID-19 疫苗的假冒版本，媒体报道称。</blockquote></p><p>The New York healthcare company confirmed in separate investigations that vials seized by authorities were fake versions of the vaccine Pfizer developed with BioNTech&nbsp;(<b>BNTX</b>) -Get Report,&nbsp;The Wall Street Journal reports. In Mexico, the vials came with fraudulent labeling and were likely filled with distilled water, Manuel de la O, health secretary of Nuevo León state, told the paper.</p><p><blockquote>这家纽约医疗保健公司在单独的调查中证实，当局查获的小瓶是辉瑞与 BioNTech 合作开发的疫苗的假冒版本（<b>BNTX</b>）——《华尔街日报》报道。新莱昂州卫生部长曼努埃尔·德拉奥 (Manuel de la O) 告诉该报，在墨西哥，这些小瓶带有欺诈性标签，很可能装满了蒸馏水。</blockquote></p><p>7. NIO | +13.83%</p><p><blockquote>7. 蔚来 | +13.83%</blockquote></p><p>NIO&nbsp;(<b>NIO</b>) -Get Report&nbsp;reported big gains in their first-quarter deliveries. The company said itdelivered 20,060 vehiclesin the first quarter, up a record 423% from a year ago. It delivered 7,257 vehicles in March, a new monthly record and up 373% year-over-year.</p><p><blockquote>蔚来（<b>蔚来</b>) -Get Report 报告第一季度交付量大幅增长。该公司表示，第一季度交付了 20,060 辆汽车，比去年同期增长创纪录的 423%。3月份交付了7,257辆汽车，创下月度新纪录，同比增长373%。</blockquote></p><p>The Chinese electric vehicle maker was a volume leader this past week with92,190,700 shares traded.</p><p><blockquote>这家中国电动汽车制造商上周以 92,190,700 股的成交量领先。</blockquote></p><p>8. Bilibili Inc | +12.74%</p><p><blockquote>8. 哔哩哔哩公司 | +12.74%</blockquote></p><p>The U.S. listed shares of online streaming site Bilibili&nbsp;(<b>BILI</b>) -Get Reportmoved up even after the stock made a weak debut on its first day of trading in Hong Kong last month.</p><p><blockquote>在线流媒体网站哔哩哔哩的美国上市股票（<b>比利</b>) -Get Report 即使该股上个月在香港上市首日表现疲软，该股仍上涨。</blockquote></p><p>9. Vipshop Holdings | +11.68%</p><p><blockquote>9.唯品会控股 | +11.68%</blockquote></p><p>Credit Suisse wasshopping shares of Vipshop&nbsp;(<b>VIPS</b>) -Get Report&nbsp;in the wake of the Archegos Capital embarrassment.</p><p><blockquote>瑞士信贷购物唯品会股份（<b>贵宾</b>) - 在 Archegos Capital 尴尬事件发生后获取报告。</blockquote></p><p>10. Cloudflare | +11.42%</p><p><blockquote>10. Cloudflare | +11.42%</blockquote></p><p></p><p>Cloudflare&nbsp;(<b>NET</b>) -Get Report&nbsp;was among several of the companies that were ere losing ground this past week, including FuboTV&nbsp;(<b>FUBO</b>) -Get Report, which was down nearly 3%, Peloton Interactive&nbsp;(<b>PTON</b>) -Get Report,&nbsp;down 1.36%, Zoom Video Communication&nbsp;(<b>ZM</b>) -Get Report, down 1.5%, and&nbsp;Roku&nbsp;(<b>ROKU</b>) -Get Report, down 3.56% to $342.20 in premarket trading.</p><p><blockquote>云耀斑（<b>网</b>) -Get Report 是过去一周股价下跌的几家公司之一，其中包括 FuboTV (<b>伏波</b>) -Get 报告，下跌近 3%，Peloton Interactive (<b>普顿</b>) -Get 报告，下跌 1.36%，Zoom Video通信 (<b>ZM</b>) -Get 报告，下跌 1.5%，Roku (<b>ROKU</b>) -Get 报告，盘前交易中下跌 3.56%，至 342.20 美元。</blockquote></p><p>Cloudflare was&nbsp;down 1.23% but picked up steam at the market closing Friday. Some stay-at-home stocks traded lower afterNetflix's disappointing subscriber results.</p><p><blockquote>Cloudflare 下跌 1.23%，但在周五收盘时有所回升。在 Netflix 令人失望的用户业绩后，一些居家股票下跌。</blockquote></p><p>11. Enphase Energy | +11.31%</p><p><blockquote>11. Enphase Energy | +11.31%</blockquote></p><p>Shares of alternative energy stocks like FuelCell Energy&nbsp;(<b>FCEL</b>) -Get Report, SolarEdge Technologies&nbsp;(<b>SEDG</b>) -Get Report, Enphase Energy&nbsp;(<b>ENPH,</b>) -Get Report&nbsp;and others were rising on Earth Day as U.S. President Joe Biden kicked off aglobal climate summit.</p><p><blockquote>FuelCell Energy 等替代能源股票（<b>FCEL</b>) -获取报告，SolarEdge Technologies (<b>莎草</b>) -获取报告，Enphase Energy (<b>恩普，</b>) - 随着美国总统乔·拜登 (Joe Biden) 启动全球气候峰会，Get Report 和其他人在地球日崛起。</blockquote></p><p>The president invited 40 world leaders to the summit, hosted Thursday and Friday. The virtual summit was live-streamed for public viewing.</p><p><blockquote>总统邀请了40位世界领导人参加周四和周五举行的峰会。虚拟峰会被现场直播，供公众观看。</blockquote></p><p>12. Restoration Hardware | +8.43%</p><p><blockquote>12. 修复硬件 | +8.43%</blockquote></p><p>When talking about Williams-Sonoma&nbsp;(<b>WSM</b>) -Get Report&nbsp;in the \"Mad Money Lightning Round\" this past week, Cramer said:&nbsp;\"I want you to hold onto it (Williams-Sonoma). I think Restoration Hardware&nbsp;(<b>RH</b>) -Get Report&nbsp;is also going tohave another great quarter.\"</p><p><blockquote>当谈到威廉姆斯-索诺玛（<b>WSM</b>）-在过去一周的“疯狂金钱闪电轮”中，克莱默说：“我希望你抓住它（威廉姆斯-索诺玛）。我认为修复硬件（<b>RH</b>) -Get Report 也将迎来另一个出色的季度。”</blockquote></p><p>13. Hubspot | +8.34%</p><p><blockquote>13. Hubspot | +8.34%</blockquote></p><p>HubSpot&nbsp;(<b>HUBS</b>) -Get Report&nbsp;rose this past week after Bank of America analyst Brad Sills reinitiated coverage of the customer relationship management platform witha buy rating and a $600 price target.</p><p><blockquote>枢纽点（<b>枢纽</b>) -美国银行分析师布拉德·西尔斯 (Brad Sills) 重新启动对客户关系管理平台的报道，给予买入评级和 600 美元目标价后，Get 报告上周上涨。</blockquote></p><p>Sills is positive on the company addressing a large market of marketing, sales, service, and CMS, with a total addressable market of more than $86.7 billion.</p><p><blockquote>Sills 对该公司解决营销、销售、服务和 CMS 的大型市场持乐观态度，该公司的潜在市场总额超过 867 亿美元。</blockquote></p><p>14. Intuitive Surg Inc | +7.75%</p><p><blockquote>14. 直觉外科公司 | +7.75%</blockquote></p><p>Shares of Intuitive Surgical&nbsp;(<b>ISRG</b>) -Get Report&nbsp;were higher this past week after the medical equipment company's first-quarter results topped estimates and analysts at Piper Sandler increased their price target.&nbsp;Analyst Adam Maederaffirmed a neutral rating on the companywhile lifting the investment firm's price target to $840 a share from $735.</p><p><blockquote>直觉外科的股份（<b>伊斯尔格</b>) -Get Report 上周走高，此前这家医疗设备公司第一季度业绩超出预期，Piper Sandler 的分析师提高了目标价。分析师 Adam Maeder 确认了对该公司的中性评级，同时将该投资公司的目标价从每股 735 美元上调至 840 美元。</blockquote></p><p>\"Despite some lingering COVID-19 impact in the quarter, the company posted healthy mid-teens procedure growth and a better-than-expected quarter from a robot placement perspective driven in part by more operating leases,\" Maeder said.</p><p><blockquote>Maeder 表示：“尽管本季度受到 COVID-19 的一些挥之不去的影响，但从机器人放置的角度来看，该公司公布了健康的十几岁左右的程序增长，并且在一定程度上是由更多运营租赁推动的。”</blockquote></p><p>15. IBM | +6.62%</p><p><blockquote>15. IBM | +6.62%</blockquote></p><p>International Business Machines's&nbsp;(<b>IBM</b>) -Get Report&nbsp;Institute for Business Value (IBV) surveyed&nbsp;over 14,000 consumers in nine countries about how&nbsp;theCOVID-19 pandemic affected their views on environmental sustainability.&nbsp;Nine in 10 consumers surveyed reported that it did affect their views, and COVID-19 was the top factor cited in influencing their views.</p><p><blockquote>国际商业机器公司（<b>IBM</b>) -Get Report Institute for Business Value (IBV) 调查了 9 个国家的 14,000 多名消费者，了解 COVID-19 大流行如何影响了他们对环境可持续性的看法。十分之九的受访消费者表示，这确实影响了他们的观点，而 COVID-19 是影响他们观点的首要因素。</blockquote></p><p>Intel&nbsp;(<b>INTC</b>) -Get Report&nbsp;plans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM&nbsp;-- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>英特尔（<b>国际电联</b>) -Get Report 计划发展成为设计师和制造商以及下一代计算机和智能手机芯片，同时还开发新业务——部分归功于与 IBM 的开发合作伙伴关系——允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/best-stocks-in-the-past-week-microvision-equifax-ibm-nio-skillz-hubspot\">thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/investing/best-stocks-in-the-past-week-microvision-equifax-ibm-nio-skillz-hubspot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189806458","content_text":"Stocks ended higher Friday to finish the week little changed as investors looked tostrong economic data and discounted a reportthat said President Joe Biden would propose raising capital gains taxes on wealthy investors.Equities received a boost from data that indicated U.S. business output expanded the most on record in April, according to IHS Markit. New home sales in the U.S., meanwhile, rebounded in March to the highest levels since 2006.The Dow Jones Industrial Average ended up 228 points, or 0.7%, at 34,043. The S&P 500 rose 45.19, or 1.1%, to 4,180.70, missing a weekly gain by less than 6 points. The S&P 500 snapped a four-week win streak. The Nasdaq finished up 1.44% at 14,06.81.Here are some of the best stocks in the past week by their performance in percentage change at the close of trading on Apr. 23. These include stocks over a $10 share price at the time of publishing.1. MicroVision | +62.92%Jim Cramer, the founder of TheStreet, said this past week that MicroVision (MVIS) -Get Report is a battleground stock to avoid amind its surge. \"This is a battleground stock and you need to avoid battlegrounds,\" he said during the \"Mad Money Lightning Round.\"MicroVision 'is essentially a science project that has gone nowhere after 25 years,'said short-seller Hindenburg Research in December. \"$1.2 billion market cap corporate husk,\" according to Hindenburg.2. Equifax | +20.28%Equifax (EFX) -Get Report was jumping this past week after the credit-reporting companybeat Wall Street's first-quarter earnings expectations, reported record revenue, and raised its 2021 revenue guidance. Shares of the Atlanta company were surging nearly 15% to $221.19.Equifaxreported a net income of $201.6 million, or $1.64 a share, up from $116.9 million, or 95 cents a share, a year ago. Adjusted income attributable to Equifax was $1.97 a share, beating the FactSet consensus of $1.52.3. Skillz Inc | +20.25%Skillz (SKLZ) -Get Report shares rose sharply this past week after Jefferies initiated coverage of the mobile gaming company with a hold rating and a $17 price target.Jefferies analyst Andrew Uerkwitzoffers high praise for Skillzbut is concerned about the stock's valuation. “We see Skillz building a differentiated, innovative platform for mobile gaming,” he wrote in a commentary.4. Kansas City Southern | +17.13%Kansas City Southern (KSU) -Get Report will enter potential merger talks with Canadian National, according to a published report Friday, raising the stakes in a brewing bidding war between Canadian National (CNI) -Get Report and Canadian Pacific (CP) -Get Report for the U.S. railroad and its links to the gulf coast.Kansas City Southern is expected to declare CN’s recent $30 billion takeover bid superior to its previously agreed $25 billion buyout offer from Canadian Pacific, Bloomberg reported, citing people familiar with the matter.5. Skechers | +15.80%Skechers USA (SKX) -Get Report soared this past week and Morgan Stanley upgraded the footwear maker after itreported stronger-than-expected earnings in the first quarter.Morgan Stanley analyst Kimberly Greenberger lifted her rating to overweight from equal weight and boosted the price target on the stock to $56 from $44. She was impressed with the earnings and a “clearer” forecast of earnings before interest and taxes and earnings per share.6. BioNTech | +14.16%Pfizer (PFE) -Get Report says it has discoveredcounterfeit versions of the COVID-19 vaccinebeing distributed in Mexico and Poland, a media report says.The New York healthcare company confirmed in separate investigations that vials seized by authorities were fake versions of the vaccine Pfizer developed with BioNTech (BNTX) -Get Report, The Wall Street Journal reports. In Mexico, the vials came with fraudulent labeling and were likely filled with distilled water, Manuel de la O, health secretary of Nuevo León state, told the paper.7. NIO | +13.83%NIO (NIO) -Get Report reported big gains in their first-quarter deliveries. The company said itdelivered 20,060 vehiclesin the first quarter, up a record 423% from a year ago. It delivered 7,257 vehicles in March, a new monthly record and up 373% year-over-year.The Chinese electric vehicle maker was a volume leader this past week with92,190,700 shares traded.8. Bilibili Inc | +12.74%The U.S. listed shares of online streaming site Bilibili (BILI) -Get Reportmoved up even after the stock made a weak debut on its first day of trading in Hong Kong last month.9. Vipshop Holdings | +11.68%Credit Suisse wasshopping shares of Vipshop (VIPS) -Get Report in the wake of the Archegos Capital embarrassment.10. Cloudflare | +11.42%Cloudflare (NET) -Get Report was among several of the companies that were ere losing ground this past week, including FuboTV (FUBO) -Get Report, which was down nearly 3%, Peloton Interactive (PTON) -Get Report, down 1.36%, Zoom Video Communication (ZM) -Get Report, down 1.5%, and Roku (ROKU) -Get Report, down 3.56% to $342.20 in premarket trading.Cloudflare was down 1.23% but picked up steam at the market closing Friday. Some stay-at-home stocks traded lower afterNetflix's disappointing subscriber results.11. Enphase Energy | +11.31%Shares of alternative energy stocks like FuelCell Energy (FCEL) -Get Report, SolarEdge Technologies (SEDG) -Get Report, Enphase Energy (ENPH,) -Get Report and others were rising on Earth Day as U.S. President Joe Biden kicked off aglobal climate summit.The president invited 40 world leaders to the summit, hosted Thursday and Friday. The virtual summit was live-streamed for public viewing.12. Restoration Hardware | +8.43%When talking about Williams-Sonoma (WSM) -Get Report in the \"Mad Money Lightning Round\" this past week, Cramer said: \"I want you to hold onto it (Williams-Sonoma). I think Restoration Hardware (RH) -Get Report is also going tohave another great quarter.\"13. Hubspot | +8.34%HubSpot (HUBS) -Get Report rose this past week after Bank of America analyst Brad Sills reinitiated coverage of the customer relationship management platform witha buy rating and a $600 price target.Sills is positive on the company addressing a large market of marketing, sales, service, and CMS, with a total addressable market of more than $86.7 billion.14. Intuitive Surg Inc | +7.75%Shares of Intuitive Surgical (ISRG) -Get Report were higher this past week after the medical equipment company's first-quarter results topped estimates and analysts at Piper Sandler increased their price target. Analyst Adam Maederaffirmed a neutral rating on the companywhile lifting the investment firm's price target to $840 a share from $735.\"Despite some lingering COVID-19 impact in the quarter, the company posted healthy mid-teens procedure growth and a better-than-expected quarter from a robot placement perspective driven in part by more operating leases,\" Maeder said.15. IBM | +6.62%International Business Machines's (IBM) -Get Report Institute for Business Value (IBV) surveyed over 14,000 consumers in nine countries about how theCOVID-19 pandemic affected their views on environmental sustainability. Nine in 10 consumers surveyed reported that it did affect their views, and COVID-19 was the top factor cited in influencing their views.Intel (INTC) -Get Report plans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM -- that allows other companies to use its Arizona hub to make their own semiconductors.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":103539832,"gmtCreate":1619792422326,"gmtModify":1634209892785,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"I love tiktok [Happy]&nbsp;","listText":"I love tiktok [Happy]&nbsp;","text":"I love tiktok [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/103539832","repostId":"1152594140","repostType":4,"isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":109257604,"gmtCreate":1619702344208,"gmtModify":1634210606054,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Buy when it’s low [Surprised]&nbsp;","listText":"Buy when it’s low [Surprised]&nbsp;","text":"Buy when it’s low [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/109257604","repostId":"1117027267","repostType":4,"repost":{"id":"1117027267","kind":"news","pubTimestamp":1619697587,"share":"https://www.laohunote.com/m/news/1117027267?lang=zh_CN&edition=full","pubTime":"2021-04-29 19:59","market":"us","language":"en","title":"Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1117027267","media":"Motley Fool","summary":"History says that if you buy high-quality businesses and hang onto them for long periods of time, yo","content":"<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&amp;P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p><p><blockquote>历史表明，如果你购买高质量的企业并长期持有，你将有很好的赚钱机会。毕竟，<b>标普500</b>从 1919 年到 2020 年，从未有过投资者会亏损的 20 年滚动期间，包括支付的股息。</blockquote></p><p> However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&amp;P 500 is breaking records on a near-weekly basis.</p><p><blockquote>然而，当市场经常创下历史新高时，在心理上更难说服我们把钱投入市场。我们希望在购买股票时感觉自己得到了一个好价格，但当基准标普500几乎每周都在打破记录时，这可能很难实现。</blockquote></p><p> But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p><p><blockquote>但我有好消息：优质股票有折扣<i>是</i>可用，如果你愿意做一点挖掘。</blockquote></p><p> There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p><p><blockquote>目前，有三只改变游戏规则的股票处于各自行业创新的前沿，它们都比各自的 52 周（和历史）高点下跌了至少 40%。最重要的是，与几个月前相比，它们看起来很便宜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Teladoc Health: 41% below its 52-week high</b></p><p><blockquote><b>Teladoc Health：比 52 周高点低 41%</b></blockquote></p><p> Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p><p><blockquote>在医疗保健股票中，2020 年很少有（如果有的话）比远程医疗服务提供商更能受到疫情的帮助<b>泰拉多克健康</b>（纽约证券交易所代码：TDOC）。然而，尽管今年业绩巨大，Teladoc 的股价已从 2 月中旬创下的历史高点回落了约 41%。这是一个适合挑选的便宜货。</blockquote></p><p> Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p><p><blockquote>去年，由于医生希望将有风险和潜在感染的患者挡在办公室之外，对虚拟就诊的需求激增。Teladoc在2020年处理的虚拟访问比上一年多了156%。</blockquote></p><p> Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p><p><blockquote>尽管人们对疫情结束后 Teladoc 会发生什么感到担忧，但该公司的增长轨迹和医疗保健福利状况预示着其未来。远程医疗对患者来说更加方便，可以让医生更容易地接触到慢性病患者。</blockquote></p><p> It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p><p><blockquote>这对保险公司来说也是一大胜利。虚拟就诊的收费通常低于办公室就诊，更频繁地与慢性病患者会诊可能会带来更好的长期结果（即更低的长期费用）。这些好处正是 Teladoc 销售额在 2012 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p><p><blockquote>您想要拥有 Teladoc 的另一个原因是它最近收购了应用健康信号公司 Livongo Health。Livongo利用患者数据和人工智能向其成员发送提示和轻推，旨在帮助他们过上更健康的生活。我们再一次谈论改善患者的结果，这是健康保险公司将要落后的事情。</blockquote></p><p> Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p><p><blockquote>Livongo 已经吸引了超过 500,000 名糖尿病会员，并计划将高血压和体重管理问题患者纳入其中。换句话说，其患者群体涵盖了美国人口的很大一部分。</blockquote></p><p> Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p><p><blockquote>根据华尔街的一致估计，到十年中期，Teladoc Health 的年销售额可能会增加五倍，达到 56 亿美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Fastly: 50% below its 52-week high</b></p><p><blockquote><b>Fastly：比 52 周高点低 50%</b></blockquote></p><p> If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p><p><blockquote>如果您喜欢筛选折扣，您一定会喜欢边缘云服务提供商<b>快速</b>（纽约证券交易所代码：FSLY）。自 10 月中旬达到 136.50 美元的峰值以来，Fastly 的股价已经回吐了一半的价值。这种折扣对于有长远眼光的投资者来说意义不大。</blockquote></p><p> Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p><p><blockquote>与 Teladoc 一样，Fastly 也处于独特的地位，可以从疫情中受益。该公司主要负责以安全的方式加快向最终用户交付内容，包括图像、视频和流媒体。疫情期间，由于人们被困在家中，消费者和工人上网并进入云端。这意味着对内容交付网络服务的需求大幅上升。</blockquote></p><p> Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p><p><blockquote>尽管 Fastly 的新客户增长在第四季度有所放缓，并且由于其对增长计划进行再投资并雇用更多员工，预计 2021 年的亏损将超出预期，但证据就是其客户对其服务的认可。去年，Fastly 第三和第四季度的收入保留率为 99%，基于 adollar 的净扩张率 (DBNER) 分别为 147% 和 143%。DNBER用更简单的英语告诉我们，现有客户在2020年第三季度和2020年第四季度的支出分别比去年同期（2019年第三季度和2019年第四季度）增加了47%和43%。</blockquote></p><p></p><p> Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p><p><blockquote>同样令人印象深刻的是，我们看到 Fastly 在第三季度克服了运营障碍。2020年上半年，流行的社交媒体平台抖音占总销售额的八分之一。但随着 TikTok 母公司字节跳动在美国与特朗普执政发生争执，它从 Fastly 的网络中撤回了大部分流量。</blockquote></p><p> What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p><p><blockquote>看起来毁灭性的东西最终被证明是无害的。全年销售额增长 45%，达到 2.91 亿美元，调整后毛利率扩大 430 个基点，达到 60.9%。</blockquote></p><p> Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p><p><blockquote>Fastly的业务建立得非常完美，可以利用随着时间的推移不断增长的内容交付需求。这种高利润、基于使用的模式应该会让 Fastly 及其投资者致富。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Zoom Video Communications: 43% below its 52-week high</b></p><p><blockquote><b>Zoom Video通信：比 52 周高点低 43%</b></blockquote></p><p> A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p><p><blockquote>最近几个月大幅折扣的最后一只改变游戏规则的股票是网络会议巨头<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）。自 2020 年 10 月 19 日达到每股近 589 美元的峰值以来，截至上周末，该公司已返还了 43% 的价值。</blockquote></p><p> Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p><p><blockquote>听起来不像破纪录，但Zoom Video也是疫情的主要受益者。当冠状病毒关闭传统办公室时，工作场所转移到了人们的家中。为了让项目继续下去，大大小小的企业都开始转向网络会议。这就是为什么Zoom去年的销售额为26.5亿美元，比上年同期增长326%。</blockquote></p><p> One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p><p><blockquote>Zoom如此成功的一个重要原因是该公司的免费增值诱惑。Zoom提供了基于云的会议解决方案的免费试用，事实证明，该解决方案在吸引企业订阅方面非常有效。特别是该公司的会议解决方案确实引起了中小型企业的共鸣。去年，过去 12 个月收入至少贡献 100,000 美元的客户增长了 156%。但拥有至少 10 名员工的客户数量激增 470%，达到 467,100 名。</blockquote></p><p> And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p><p><blockquote>我提到过绝对的优势吗？根据Datanyze的数据，Zoomcontrols仅占美国网络会议市场的40%不到。这基本上是其下一个最接近的竞争对手的两倍，使其成为大多数企业的合乎逻辑的选择。</blockquote></p><p> The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p><p><blockquote>Zoom平台为企业提供的效率使得我们不太可能在未来几年看到其增长大幅放缓。如果说有什么不同的话，那就是 Zoom 的现金流意外之财激励其将服务扩展到网络会议之外。</blockquote></p><p> Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p><p><blockquote>与 Teladoc 一样，Zoom 看起来有望在未来五年内将其销售额增长约五倍。</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>Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</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\">\nLike Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs<blockquote>比如折扣？这些改变游戏规则的股票比 52 周高点低 40%（或更多）</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-04-29 19:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&amp;P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p><p><blockquote>历史表明，如果你购买高质量的企业并长期持有，你将有很好的赚钱机会。毕竟，<b>标普500</b>从 1919 年到 2020 年，从未有过投资者会亏损的 20 年滚动期间，包括支付的股息。</blockquote></p><p> However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&amp;P 500 is breaking records on a near-weekly basis.</p><p><blockquote>然而，当市场经常创下历史新高时，在心理上更难说服我们把钱投入市场。我们希望在购买股票时感觉自己得到了一个好价格，但当基准标普500几乎每周都在打破记录时，这可能很难实现。</blockquote></p><p> But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p><p><blockquote>但我有好消息：优质股票有折扣<i>是</i>可用，如果你愿意做一点挖掘。</blockquote></p><p> There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p><p><blockquote>目前，有三只改变游戏规则的股票处于各自行业创新的前沿，它们都比各自的 52 周（和历史）高点下跌了至少 40%。最重要的是，与几个月前相比，它们看起来很便宜。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Teladoc Health: 41% below its 52-week high</b></p><p><blockquote><b>Teladoc Health：比 52 周高点低 41%</b></blockquote></p><p> Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p><p><blockquote>在医疗保健股票中，2020 年很少有（如果有的话）比远程医疗服务提供商更能受到疫情的帮助<b>泰拉多克健康</b>（纽约证券交易所代码：TDOC）。然而，尽管今年业绩巨大，Teladoc 的股价已从 2 月中旬创下的历史高点回落了约 41%。这是一个适合挑选的便宜货。</blockquote></p><p> Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p><p><blockquote>去年，由于医生希望将有风险和潜在感染的患者挡在办公室之外，对虚拟就诊的需求激增。Teladoc在2020年处理的虚拟访问比上一年多了156%。</blockquote></p><p> Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p><p><blockquote>尽管人们对疫情结束后 Teladoc 会发生什么感到担忧，但该公司的增长轨迹和医疗保健福利状况预示着其未来。远程医疗对患者来说更加方便，可以让医生更容易地接触到慢性病患者。</blockquote></p><p> It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p><p><blockquote>这对保险公司来说也是一大胜利。虚拟就诊的收费通常低于办公室就诊，更频繁地与慢性病患者会诊可能会带来更好的长期结果（即更低的长期费用）。这些好处正是 Teladoc 销售额在 2012 年至 2019 年间年均增长率为 74% 的原因。</blockquote></p><p> Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p><p><blockquote>您想要拥有 Teladoc 的另一个原因是它最近收购了应用健康信号公司 Livongo Health。Livongo利用患者数据和人工智能向其成员发送提示和轻推，旨在帮助他们过上更健康的生活。我们再一次谈论改善患者的结果，这是健康保险公司将要落后的事情。</blockquote></p><p> Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p><p><blockquote>Livongo 已经吸引了超过 500,000 名糖尿病会员，并计划将高血压和体重管理问题患者纳入其中。换句话说，其患者群体涵盖了美国人口的很大一部分。</blockquote></p><p> Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p><p><blockquote>根据华尔街的一致估计，到十年中期，Teladoc Health 的年销售额可能会增加五倍，达到 56 亿美元以上。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Fastly: 50% below its 52-week high</b></p><p><blockquote><b>Fastly：比 52 周高点低 50%</b></blockquote></p><p> If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p><p><blockquote>如果您喜欢筛选折扣，您一定会喜欢边缘云服务提供商<b>快速</b>（纽约证券交易所代码：FSLY）。自 10 月中旬达到 136.50 美元的峰值以来，Fastly 的股价已经回吐了一半的价值。这种折扣对于有长远眼光的投资者来说意义不大。</blockquote></p><p> Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p><p><blockquote>与 Teladoc 一样，Fastly 也处于独特的地位，可以从疫情中受益。该公司主要负责以安全的方式加快向最终用户交付内容，包括图像、视频和流媒体。疫情期间，由于人们被困在家中，消费者和工人上网并进入云端。这意味着对内容交付网络服务的需求大幅上升。</blockquote></p><p> Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p><p><blockquote>尽管 Fastly 的新客户增长在第四季度有所放缓，并且由于其对增长计划进行再投资并雇用更多员工，预计 2021 年的亏损将超出预期，但证据就是其客户对其服务的认可。去年，Fastly 第三和第四季度的收入保留率为 99%，基于 adollar 的净扩张率 (DBNER) 分别为 147% 和 143%。DNBER用更简单的英语告诉我们，现有客户在2020年第三季度和2020年第四季度的支出分别比去年同期（2019年第三季度和2019年第四季度）增加了47%和43%。</blockquote></p><p></p><p> Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p><p><blockquote>同样令人印象深刻的是，我们看到 Fastly 在第三季度克服了运营障碍。2020年上半年，流行的社交媒体平台抖音占总销售额的八分之一。但随着 TikTok 母公司字节跳动在美国与特朗普执政发生争执，它从 Fastly 的网络中撤回了大部分流量。</blockquote></p><p> What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p><p><blockquote>看起来毁灭性的东西最终被证明是无害的。全年销售额增长 45%，达到 2.91 亿美元，调整后毛利率扩大 430 个基点，达到 60.9%。</blockquote></p><p> Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p><p><blockquote>Fastly的业务建立得非常完美，可以利用随着时间的推移不断增长的内容交付需求。这种高利润、基于使用的模式应该会让 Fastly 及其投资者致富。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> IMAGE SOURCE: GETTY IMAGES.</p><p><blockquote>图片来源：盖蒂图片社。</blockquote></p><p> <b>Zoom Video Communications: 43% below its 52-week high</b></p><p><blockquote><b>Zoom Video通信：比 52 周高点低 43%</b></blockquote></p><p> A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p><p><blockquote>最近几个月大幅折扣的最后一只改变游戏规则的股票是网络会议巨头<b>Zoom Video通讯</b>（纳斯达克股票代码：ZM）。自 2020 年 10 月 19 日达到每股近 589 美元的峰值以来，截至上周末，该公司已返还了 43% 的价值。</blockquote></p><p> Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p><p><blockquote>听起来不像破纪录，但Zoom Video也是疫情的主要受益者。当冠状病毒关闭传统办公室时，工作场所转移到了人们的家中。为了让项目继续下去，大大小小的企业都开始转向网络会议。这就是为什么Zoom去年的销售额为26.5亿美元，比上年同期增长326%。</blockquote></p><p> One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p><p><blockquote>Zoom如此成功的一个重要原因是该公司的免费增值诱惑。Zoom提供了基于云的会议解决方案的免费试用，事实证明，该解决方案在吸引企业订阅方面非常有效。特别是该公司的会议解决方案确实引起了中小型企业的共鸣。去年，过去 12 个月收入至少贡献 100,000 美元的客户增长了 156%。但拥有至少 10 名员工的客户数量激增 470%，达到 467,100 名。</blockquote></p><p> And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p><p><blockquote>我提到过绝对的优势吗？根据Datanyze的数据，Zoomcontrols仅占美国网络会议市场的40%不到。这基本上是其下一个最接近的竞争对手的两倍，使其成为大多数企业的合乎逻辑的选择。</blockquote></p><p> The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p><p><blockquote>Zoom平台为企业提供的效率使得我们不太可能在未来几年看到其增长大幅放缓。如果说有什么不同的话，那就是 Zoom 的现金流意外之财激励其将服务扩展到网络会议之外。</blockquote></p><p> Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p><p><blockquote>与 Teladoc 一样，Zoom 看起来有望在未来五年内将其销售额增长约五倍。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FSLY":"Fastly, Inc.","ZM":"Zoom","TDOC":"Teladoc Health Inc."},"source_url":"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117027267","content_text":"History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, theS&P 500hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.\nHowever, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.\nBut I have good news: Discounts on great stocksareavailable, if you're willing to do a bit of digging.\nThere are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.\n\nIMAGE SOURCE: GETTY IMAGES.\nTeladoc Health: 41% below its 52-week high\nAmonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services providerTeladoc Health(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.\nLast year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.\nThough there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.\nIt's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.\nAnother reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.\nLivongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.\nLook for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.\n\nIMAGE SOURCE: GETTY IMAGES.\nFastly: 50% below its 52-week high\nIf you like sifting for discounts, you're going to love edge cloud-services providerFastly(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.\nLike Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.\nEven though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).\nJust as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.\nWhat looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.\nFastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.\n\nIMAGE SOURCE: GETTY IMAGES.\nZoom Video Communications: 43% below its 52-week high\nA final game-changing stock that's been substantially discounted in recent months is web-conferencing giantZoom Video Communications(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.\nNot to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.\nOne of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.\nAnd have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.\nThe efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.\nLike Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.","news_type":1,"symbols_score_info":{"FSLY":0.9,"ZM":0.9,"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374936279,"gmtCreate":1619407596391,"gmtModify":1634273713919,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Always bright with Google[Cool]&nbsp;","listText":"Always bright with Google[Cool]&nbsp;","text":"Always bright with Google[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374936279","repostId":"2129363525","repostType":4,"isVote":1,"tweetType":1,"viewCount":3238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":107801082,"gmtCreate":1620459372546,"gmtModify":1634198581145,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Now is the time [Lovely]&nbsp;","listText":"Now is the time [Lovely]&nbsp;","text":"Now is the time [Lovely]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/107801082","repostId":"1157328258","repostType":4,"repost":{"id":"1157328258","kind":"news","pubTimestamp":1620360165,"share":"https://www.laohunote.com/m/news/1157328258?lang=zh_CN&edition=full","pubTime":"2021-05-07 12:02","market":"us","language":"en","title":"Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157328258","media":"Seeking alpha","summary":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entere","content":"<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于 DCF 的亚马逊股价目标表明有 30% 的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上一季度的业绩介绍了我对亚马逊 (AMZN) 的全面分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1 价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，让我们评估一下我们是否可以从统计数据上说明亚马逊的增长在上一季度是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”细分市场的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了近乎线性的趋势。现在，它已经成倍增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场 - 加速依然存在，上一季度的业绩好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）分部也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘亚马逊网络服务’的增长趋势有所放缓，但从上个季度的业绩来看，有逐渐恢复到之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的收入也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计学上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键分部</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去的10年里，亚马逊的资本化与其收入一直处于定性的线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>大家可以看到，首先，这个模型表明公司目前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%的增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2 比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一节中，我根据收入模拟了亚马逊的平衡价格。值得注意的是，如果我们对公司使用倍数的比较估值应用同样的方法，我们将失败。至少我还没有找到一个基于收入的倍数，可以成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3 贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：Seeking Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我还从分析师对该公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，营业利润率在最后一年逐步增加到8%是一个非常现实的场景。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用股票风险溢价（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。对于最后一年，我使用了等于1的Beta。</li><li>为了计算债务成本，我使用了2019年和2020年的利息支出除以同年的债务价值。</li></ul>这是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>基于 DCF 的亚马逊股票目标价为 4,280 美元，上涨空间为 29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段，并不意味着其资本化不断被低估。但在这种情况下，根据公司的资本和收入参数之间的模式，我们可以得出结论，该公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的 DCF 模型分析师表明估值被低估了 30%。今年年初，一个类似的模型表明估值被低估了 20%。</li><li>当你看到亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题更好</i>.</li></ol></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>Amazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</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\">\nAmazon: The Most Clearly Undervalued Company<blockquote>亚马逊：最明显被低估的公司</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\">2021-05-07 12:02</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Summary</p><p><blockquote>总结</blockquote></p><p><ul><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.</li><li>In terms of comparative valuation, AMZN is undervalued against the market.</li><li>DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.</li></ul>I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.</p><p><blockquote><ul><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。</li><li>就比较估值而言，AMZN相对于市场被低估。</li><li>基于 DCF 的亚马逊股价目标表明有 30% 的上涨潜力。但我认为这甚至不是一个基本的情景，而是一个悲观的情景。</li></ul>我根据上一季度的业绩介绍了我对亚马逊 (AMZN) 的全面分析。</blockquote></p><p>#1 Price vs. Growth</p><p><blockquote>#1 价格与增长</blockquote></p><p>First of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.</p><p><blockquote>首先，让我们评估一下我们是否可以从统计数据上说明亚马逊的增长在上一季度是加速还是放缓。为此，让我们比较一下有和没有过去四个季度业绩的公司关键部门的收入增长趋势。</blockquote></p><p>The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:</p><p><blockquote>“在线商店”细分市场的动态显示出质的突破。在不考虑过去四个季度的情况下，这里观察到了近乎线性的趋势。现在，它已经成倍增长：</blockquote></p><p><img src=\"https://static.tigerbbs.com/bac49a9df0e5b978dc15e20bedfce3da\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Third-Party Seller Services' segment - the exponential growth continues:</p><p><blockquote>“第三方卖家服务”细分市场——指数级增长仍在继续：</blockquote></p><p><img src=\"https://static.tigerbbs.com/6b58df42726bc01c8a5e5c2940d0476d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:</p><p><blockquote>“订阅服务”（Amazon Prime）细分市场 - 加速依然存在，上一季度的业绩好于趋势：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The 'Other' (advertising services) segment has also showed a significant acceleration:<img src=\"https://static.tigerbbs.com/a58095394bdd79d561166a74942a9e55\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote>“其他”（广告服务）分部也显示出显着的加速：</blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>The growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:</p><p><blockquote>‘亚马逊网络服务’的增长趋势有所放缓，但从上个季度的业绩来看，有逐渐恢复到之前的趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/07069ccaab37c32eed56da69881e7bce\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Geographically, Amazon's revenue was also significantly better than the trend:</p><p><blockquote>从地域上看，亚马逊的收入也明显好于趋势：</blockquote></p><p><img src=\"https://static.tigerbbs.com/a1d9246e5c01aac6c62e49ad7cd73e2c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0e7276161a3d2b2159ab3d727d3cb7d9\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>So, statistically, not subjectively, we should recognize the acceleration of the company's growth</i><i><b>in all key segments</b></i><i>. In my opinion, this is exactly what is expected from Amazon.</i></p><p><blockquote><i>因此，从统计学上，而不是主观上，我们应该认识到公司增长的加速</i><i><b>在所有关键分部</b></i><i>.在我看来，这正是人们对亚马逊的期望。</i></blockquote></p><p>Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:</p><p><blockquote>更远地。在过去的10年里，亚马逊的资本化与其收入一直处于定性的线性关系：</blockquote></p><p><img src=\"https://static.tigerbbs.com/f105c314902d29dae4d0f0e400aa2245\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>There is also a certain influence of the company's revenue growth rate on its multiples:</p><p><blockquote>公司营收增速对其倍数也有一定影响：</blockquote></p><p><img src=\"https://static.tigerbbs.com/8beca01b5624a15aab79465c580ded6b\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p>Based on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:</p><p><blockquote>基于这两种关系，并考虑到美国货币存量增长的影响，有可能建立另一个模型，使我们能够确定公司资本的平衡水平。此外，该模型允许根据分析师当前对公司未来四个季度收入增长的预期来模拟公司资本增长。这是这个模型：</blockquote></p><p><img src=\"https://static.tigerbbs.com/083fa1dc350e5e54cc7d3145744c9e4c\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d63f0cff5e0dd83343d26ee90552a033\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, firstly, this model indicates that the company's current price is already</i><i><b>below the balanced level</b></i><i>. And secondly, it assumes a</i><i><b>25% growth</b></i><i>in capitalization in the next four quarters.</i></p><p><blockquote><i>大家可以看到，首先，这个模型表明公司目前的价格已经</i><i><b>低于平衡水平</b></i><i>其次，它假设</i><i><b>25%的增长</b></i><i>未来四个季度的资本化。</i></blockquote></p><p>#2 Comparative Valuation</p><p><blockquote>#2 比较估值</blockquote></p><p>In the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:</p><p><blockquote>在上一节中，我根据收入模拟了亚马逊的平衡价格。值得注意的是，如果我们对公司使用倍数的比较估值应用同样的方法，我们将失败。至少我还没有找到一个基于收入的倍数，可以成功地将亚马逊与其他公司进行比较。但根据预期每股收益年增长率调整的远期市盈率（下一财年）倍数使得找到合适的模型成为可能：</blockquote></p><p></p><p><img src=\"https://static.tigerbbs.com/97ac0310bcef622e12c8c21d46979f7e\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/8d7573ff8a7fc00719a51042f09fc989\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><i>Source: VisualizedAnalytics.com</i></p><p><blockquote><i>资料来源：VisualizedAnalytics.com</i></blockquote></p><p><i>As you can see, judging by this multiple, Amazon is significantly undervalued.</i></p><p><blockquote><i>正如你所看到的，从这个倍数来看，亚马逊被严重低估了。</i></blockquote></p><p>#3 Discounted Cash Flow Model</p><p><blockquote>#3 贴现现金流模型</blockquote></p><p>When predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:</p><p><blockquote>在预测亚马逊未来十年的收入时，我从分析师的平均预期出发：</blockquote></p><p><img src=\"https://static.tigerbbs.com/9f41298db73dbcd92469026cc4e767c4\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"><i>Source: Seeking Alpha Pro</i></p><p><blockquote><i>资料来源：Seeking Alpha Pro</i></blockquote></p><p>When predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.</p><p><blockquote>在预测亚马逊营业利润率的动态时，我还从分析师对该公司每股收益增长的预期出发，并考虑到税率逐渐提高到25%。在我看来，营业利润率在最后一年逐步增加到8%是一个非常现实的场景。</blockquote></p><p>Here is the calculation of the Weighted Average Cost of Capital:</p><p><blockquote>以下是加权平均资本成本的计算方法：</blockquote></p><p><img src=\"https://static.tigerbbs.com/759163398701e54efd7cfabd11a0867d\" tg-width=\"480\" tg-height=\"374\" referrerpolicy=\"no-referrer\"><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p>Some explanations:</p><p><blockquote>一些解释：</blockquote></p><p><ul><li>In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).</li><li>I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.</li><li>To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.</li></ul>Here is the model itself:</p><p><blockquote><ul><li>为了计算市场回报率，我使用股票风险溢价（4.72%）和UST10的当前收益率作为无风险利率（1.6%）。</li><li>我使用了三年贝塔系数的当前值（0.92）。对于最后一年，我使用了等于1的Beta。</li><li>为了计算债务成本，我使用了2019年和2020年的利息支出除以同年的债务价值。</li></ul>这是模型本身：</blockquote></p><p><img src=\"https://static.tigerbbs.com/0df02bca01b3ef74d3b640d95eb00590\" tg-width=\"640\" tg-height=\"528\" referrerpolicy=\"no-referrer\">(In high resolution)</p><p><blockquote>（高分辨率）</blockquote></p><p><i>Source: Author</i></p><p><blockquote><i>来源：作者</i></blockquote></p><p><i>The DCF-based target price of Amazon's shares is $4,280, offering 29% upside.</i></p><p><blockquote><i>基于 DCF 的亚马逊股票目标价为 4,280 美元，上涨空间为 29%。</i></blockquote></p><p>Final thoughts</p><p><blockquote>最后的想法</blockquote></p><p><ol><li>Amazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.</li><li>The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company is<b>undervalued</b>.</li><li>Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company is<b>much cheaper</b>than the market.</li><li>DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.</li><li>When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,<i>it is better to invest in a company facing growth problems than aging problems</i>.</li></ol></p><p><blockquote><ol><li>亚马逊是增长尚未达到极限，甚至尚未进入平台期的公司之一。从某种意义上说，这是一家拥有730亿美元现金的初创公司。</li><li>亚马逊仍处于加速阶段，并不意味着其资本化不断被低估。但在这种情况下，根据公司的资本和收入参数之间的模式，我们可以得出结论，该公司是<b>被低估</b>.</li><li>通过预期每股收益增长的棱镜将亚马逊与其他公司进行比较，必须承认该公司是<b>便宜多了</b>比市场。</li><li>基于平均预期的 DCF 模型分析师表明估值被低估了 30%。今年年初，一个类似的模型表明估值被低估了 20%。</li><li>当你看到亚马逊未来十年的收入预测时，你会意识到该公司将面临增长问题。但在我看来，<i>投资一家面临增长问题的公司比投资老龄化问题更好</i>.</li></ol></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company\">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":{"AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4424794-amazon-clearly-undervalued-company","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157328258","content_text":"SummaryAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase.In terms of comparative valuation, AMZN is undervalued against the market.DCF-based Amazon stock price target suggests 30% upside potential. But I think this is not even a basic scenario, but a pessimistic scenario.I present my comprehensive Amazon (AMZN) analysis in light of the results of the last quarter.#1 Price vs. GrowthFirst of all, let's assess whether we can statistically state that Amazon's growth has accelerated or slowed down in the last quarter. To do this, let's compare the revenue growth trends of the key segments of the company with and without the results of the last four quarters.The dynamics of the 'Online Stores' segment showed a qualitative breakthrough. Without taking into account the last four quarters, a near-linear trend was observed here. Now, it has become exponential:Source: VisualizedAnalytics.comThe 'Third-Party Seller Services' segment - the exponential growth continues:Source: VisualizedAnalytics.comThe 'Subscription Services' (Amazon Prime) segment - here the acceleration remains, and the result of the last quarter was better than the trend:Source: VisualizedAnalytics.comThe 'Other' (advertising services) segment has also showed a significant acceleration:Source: VisualizedAnalytics.comThe growth trend of 'Amazon Web Services' has slowed down, but judging by the results of the last quarter, there is a gradual return to the previous trend:Source: VisualizedAnalytics.comGeographically, Amazon's revenue was also significantly better than the trend:Source: VisualizedAnalytics.comSo, statistically, not subjectively, we should recognize the acceleration of the company's growthin all key segments. In my opinion, this is exactly what is expected from Amazon.Further. Over the last 10 years, Amazon's capitalization has been in a qualitative linear relationship with its revenue:Source: VisualizedAnalytics.comThere is also a certain influence of the company's revenue growth rate on its multiples:Source: VisualizedAnalytics.comBased on these two relationships and taking into account the influence of the growth of theM2 money stockin the US, it is possible to build another model that allows us to determine the balanced level of the company's capitalization. In addition, this model allows to model the growth of the company's capitalization based on the current expectations of analysts regarding the company's revenue growth in the next four quarters. Here is this model:Source: VisualizedAnalytics.comAs you can see, firstly, this model indicates that the company's current price is alreadybelow the balanced level. And secondly, it assumes a25% growthin capitalization in the next four quarters.#2 Comparative ValuationIn the previous block, I modeled Amazon's balanced price based on revenue. What is remarkable is that if we apply the same approach to the comparative valuation of the company using multiples, we will fail. At least I have not been able to find a single revenue-based multiple that would make it possible to successfully compare Amazon to other companies. But the forward P/E (next FY) multiple adjusted by the expected EPS annual growth rate made it possible to find a suitable model:Source: VisualizedAnalytics.comAs you can see, judging by this multiple, Amazon is significantly undervalued.#3 Discounted Cash Flow ModelWhen predicting Amazon's revenue for the next decade, I proceeded from the average expectations ofanalysts:Source: Seeking Alpha ProWhen predicting the dynamics of Amazon's operating margin, I also proceeded from analysts'expectationsregarding the growth of the company's EPS, and taking into account the gradual increase in the tax rate to 25%. In my opinion, a gradual increase in the operating margin to 8% in the terminal year is a very realistic scenario.Here is the calculation of the Weighted Average Cost of Capital:Source: AuthorSome explanations:In order to calculate the market rate of return, I used values of equityriskpremium (4.72%) and the current yield of UST10 as a risk-free rate (1.6%).I used the currentvalueof the three-year beta coefficient (0.92). For the terminal year, I used Beta equal to 1.To calculate the Cost of Debt, I used the interest expense for 2019 and 2020 divided by the debt value for the same years.Here is the model itself:(In high resolution)Source: AuthorThe DCF-based target price of Amazon's shares is $4,280, offering 29% upside.Final thoughtsAmazon is one of the companies whose growth has not yet reached its limit and not even entered the plateau phase. In a sense, this is a startup with $73 billion cash.The fact that Amazon remains in the acceleration phase does not mean that its capitalization is constantly undervalued. But in this case, based on the patterns between the company's capitalization and the parameters of its revenue, we can conclude that the company isundervalued.Comparing Amazon to other companies through the prism of expected EPS growth, it must be admitted that the company ismuch cheaperthan the market.DCF model based on average expectations analysts indicate a 30% undervaluation. At the start of the year, a similarmodelindicated a 20% undervaluation.When you look at Amazon's revenue forecast for the next decade, you realize that the company will face growth problems. But in my opinion,it is better to invest in a company facing growth problems than aging problems.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108677038,"gmtCreate":1620025225624,"gmtModify":1634208427529,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Way to go Gojek [Strong]&nbsp;","listText":"Way to go Gojek [Strong]&nbsp;","text":"Way to go Gojek [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/108677038","repostId":"1103024418","repostType":4,"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108674167,"gmtCreate":1620025151759,"gmtModify":1634208428008,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"Pray for India [Comfort]&nbsp;","listText":"Pray for India [Comfort]&nbsp;","text":"Pray for India [Comfort]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108674167","repostId":"2132913565","repostType":4,"isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375240211,"gmtCreate":1619353000633,"gmtModify":1634274059625,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375240211","repostId":"1189806458","repostType":4,"repost":{"id":"1189806458","kind":"news","pubTimestamp":1619337586,"share":"https://www.laohunote.com/m/news/1189806458?lang=zh_CN&edition=full","pubTime":"2021-04-25 15:59","market":"us","language":"en","title":"15 Best Stocks in the Past Week: NIO and IBM Shares Climb<blockquote>过去一周 15 只最佳股票：蔚来和 IBM 股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189806458","media":"thestreet","summary":"Stocks ended higher Friday to finish the week little changed as investors looked tostrong economic d","content":"<p>Stocks ended higher Friday to finish the week little changed as investors looked tostrong economic data and discounted a reportthat said President Joe Biden would propose raising capital gains taxes on wealthy investors.</p><p><blockquote>周五股市收高，本周收盘变化不大，因为投资者关注强劲的经济数据，并对总统乔·拜登将提议对富裕投资者提高资本利得税的报道打折扣。</blockquote></p><p>Equities received a boost from data that indicated U.S. business output expanded the most on record in April, according to IHS Markit. New home sales in the U.S., meanwhile, rebounded in March to the highest levels since 2006.</p><p><blockquote>IHS Markit 的数据显示，美国 4 月份企业产出增幅创历史新高，提振了股市。与此同时，美国3月份新屋销售反弹至2006年以来的最高水平。</blockquote></p><p>The Dow Jones Industrial Average ended up 228 points, or 0.7%, at 34,043. The S&amp;P 500 rose 45.19, or 1.1%, to 4,180.70, missing a weekly gain by less than 6 points. The S&amp;P 500 snapped a four-week win streak. The Nasdaq finished up 1.44% at 14,06.81.</p><p><blockquote>道琼斯工业平均指数收盘上涨 228 点，涨幅 0.7%，报 34,043 点。标普500上涨 45.19 点，或 1.1%，至 4,180.70 点，距离周涨幅不足 6 点。标普500结束了四周的连胜。纳斯达克收盘上涨1.44%，至1406.81点。</blockquote></p><p>Here are some of the best stocks in the past week by their performance in percentage change at the close of trading on Apr. 23. These include stocks over a $10 share price at the time of publishing.</p><p><blockquote>以下是过去一周一些最佳股票，按 4 月 23 日收盘时的百分比变化计算。其中包括发布时股价超过 10 美元的股票。</blockquote></p><p>1. MicroVision | +62.92%</p><p><blockquote>1. 微视 | +62.92%</blockquote></p><p>Jim Cramer, the founder of TheStreet, said this past week that MicroVision&nbsp;(<b>MVIS</b>) -Get Report&nbsp;is a battleground stock to avoid amind its surge. \"This is a battleground stock and you need to avoid battlegrounds,\" he said during the&nbsp;\"Mad Money Lightning Round.\"</p><p><blockquote>TheStreet的创始人吉姆·克莱默上周表示，MicroVision（<b>米维斯</b>) -Get Report 是一只在其飙升期间需要避免的战场股票。“这是一只战场股票，你需要避开战场，”他在“疯狂金钱闪电轮”中说道。</blockquote></p><p>MicroVision 'is essentially a science project that has gone nowhere after 25 years,'said short-seller Hindenburg Research in December.&nbsp;\"$1.2 billion market cap corporate husk,\"&nbsp;according to Hindenburg.</p><p><blockquote>做空商兴登堡研究公司去年12月表示，MicroVision本质上是一个科学项目，25年后仍未取得任何进展。兴登堡称，“这是一家市值达12亿美元的公司壳。”</blockquote></p><p>2. Equifax | +20.28%</p><p><blockquote>2. Equifax | +20.28%</blockquote></p><p>Equifax&nbsp;(<b>EFX</b>) -Get Report&nbsp;was jumping this past week after the credit-reporting companybeat Wall Street's first-quarter earnings expectations, reported record revenue, and raised its 2021 revenue guidance. Shares of the Atlanta company were surging nearly 15% to $221.19.</p><p><blockquote>Equifax（<b>外汇</b>) -Get Report 上周飙升，此前这家信用报告公司第一季度盈利预期超出了华尔街的预期，报告了创纪录的收入，并上调了 2021 年收入指引。这家亚特兰大公司的股价飙升近 15%，至 221.19 美元。</blockquote></p><p>Equifaxreported a net income of $201.6 million, or $1.64 a share, up from $116.9 million, or 95 cents a share, a year ago. Adjusted income attributable to Equifax was $1.97 a share, beating the FactSet consensus of $1.52.</p><p><blockquote>Equifax 报告净利润为 2.016 亿美元，即每股 1.64 美元，高于一年前的 1.169 亿美元，即每股 95 美分。Equifax 调整后每股收益为 1.97 美元，超过了 FactSet 共识的 1.52 美元。</blockquote></p><p>3. Skillz Inc | +20.25%</p><p><blockquote>3. Skillz 公司 | +20.25%</blockquote></p><p>Skillz&nbsp;(<b>SKLZ</b>) -Get Report&nbsp;shares rose sharply this past week after Jefferies initiated coverage of the mobile gaming company with a hold rating and a $17 price target.</p><p><blockquote>技能（<b>滑动</b>) -Get Report 上周杰富瑞 (Jefferies) 对这家移动游戏公司给予持有评级和 17 美元目标价后，该股股价大幅上涨。</blockquote></p><p>Jefferies analyst Andrew Uerkwitzoffers high praise for Skillzbut is concerned about the stock's valuation. “We see Skillz building a differentiated, innovative platform for mobile gaming,” he wrote in a commentary.</p><p><blockquote>Jefferies 分析师 Andrew Uerkwitz 对 Skillz 给予了高度评价，但对该股的估值表示担忧。“他在评论中写道：”我们看到 Skillz 正在为移动游戏打造一个差异化、创新的平台。</blockquote></p><p>4. Kansas City Southern | +17.13%</p><p><blockquote>4. 堪萨斯城南方 | +17.13%</blockquote></p><p>Kansas City Southern&nbsp;(<b>KSU</b>) -Get Report&nbsp;will enter potential merger talks with Canadian National, according to a published report Friday, raising the stakes in a brewing bidding war between Canadian National&nbsp;(<b>CNI</b>) -Get Report&nbsp;and Canadian Pacific&nbsp;(<b>CP</b>) -Get Report&nbsp;for the U.S. railroad and its links to the gulf coast.</p><p><blockquote>堪萨斯城南部（<b>KSU</b>) - 根据周五发布的一份报告，Get Report 将与加拿大国民公司进行潜在的合并谈判，这增加了加拿大国民公司之间酝酿中的竞购战的风险（<b>CNI</b>）-获取报告和加拿大太平洋（<b>CP</b>) -获取美国铁路及其与墨西哥湾沿岸的联系的报告。</blockquote></p><p>Kansas City Southern is expected to declare CN’s recent $30 billion takeover bid superior to its previously agreed $25 billion buyout offer from Canadian Pacific, Bloomberg reported, citing people familiar with the matter.</p><p><blockquote>彭博社援引知情人士的话报道称，堪萨斯城南方公司预计将宣布 CN 最近提出的 300 亿美元收购要约优于之前商定的加拿大太平洋公司 250 亿美元收购要约。</blockquote></p><p>5. Skechers | +15.80%</p><p><blockquote>5. 斯凯奇 | +15.80%</blockquote></p><p>Skechers USA&nbsp;(<b>SKX</b>) -Get Report&nbsp;soared this past week and Morgan Stanley upgraded the footwear maker after itreported stronger-than-expected earnings in the first quarter.</p><p><blockquote>美国斯凯奇（<b>SKX</b>) -Get 报告上周飙升，摩根士丹利在公布第一季度收益强于预期后对这家鞋类制造商进行了评级。</blockquote></p><p>Morgan Stanley analyst Kimberly Greenberger lifted her rating to overweight from equal weight and boosted the price target on the stock to $56 from $44. She was impressed with the earnings and a “clearer” forecast of earnings before interest and taxes and earnings per share.</p><p><blockquote>摩根士丹利分析师 Kimberly Greenberger 将跑赢大盘的评级从同等权重上调，并将该股目标价从 44 美元上调至 56 美元。她对财报以及对息税前利润和每股收益的 “更清晰 ”预测印象深刻。</blockquote></p><p>6. BioNTech | +14.16%</p><p><blockquote>6. 生物科技 | +14.16%</blockquote></p><p>Pfizer&nbsp;(<b>PFE</b>) -Get Report&nbsp;says it has discoveredcounterfeit versions of the COVID-19 vaccinebeing distributed in Mexico and Poland, a media report says.</p><p><blockquote>辉瑞（<b>PFE</b>) -Get 报告称，它发现了墨西哥和波兰分发的 COVID-19 疫苗的假冒版本，媒体报道称。</blockquote></p><p>The New York healthcare company confirmed in separate investigations that vials seized by authorities were fake versions of the vaccine Pfizer developed with BioNTech&nbsp;(<b>BNTX</b>) -Get Report,&nbsp;The Wall Street Journal reports. In Mexico, the vials came with fraudulent labeling and were likely filled with distilled water, Manuel de la O, health secretary of Nuevo León state, told the paper.</p><p><blockquote>这家纽约医疗保健公司在单独的调查中证实，当局查获的小瓶是辉瑞与 BioNTech 合作开发的疫苗的假冒版本（<b>BNTX</b>）——《华尔街日报》报道。新莱昂州卫生部长曼努埃尔·德拉奥 (Manuel de la O) 告诉该报，在墨西哥，这些小瓶带有欺诈性标签，很可能装满了蒸馏水。</blockquote></p><p>7. NIO | +13.83%</p><p><blockquote>7. 蔚来 | +13.83%</blockquote></p><p>NIO&nbsp;(<b>NIO</b>) -Get Report&nbsp;reported big gains in their first-quarter deliveries. The company said itdelivered 20,060 vehiclesin the first quarter, up a record 423% from a year ago. It delivered 7,257 vehicles in March, a new monthly record and up 373% year-over-year.</p><p><blockquote>蔚来（<b>蔚来</b>) -Get Report 报告第一季度交付量大幅增长。该公司表示，第一季度交付了 20,060 辆汽车，比去年同期增长创纪录的 423%。3月份交付了7,257辆汽车，创下月度新纪录，同比增长373%。</blockquote></p><p>The Chinese electric vehicle maker was a volume leader this past week with92,190,700 shares traded.</p><p><blockquote>这家中国电动汽车制造商上周以 92,190,700 股的成交量领先。</blockquote></p><p>8. Bilibili Inc | +12.74%</p><p><blockquote>8. 哔哩哔哩公司 | +12.74%</blockquote></p><p>The U.S. listed shares of online streaming site Bilibili&nbsp;(<b>BILI</b>) -Get Reportmoved up even after the stock made a weak debut on its first day of trading in Hong Kong last month.</p><p><blockquote>在线流媒体网站哔哩哔哩的美国上市股票（<b>比利</b>) -Get Report 即使该股上个月在香港上市首日表现疲软，该股仍上涨。</blockquote></p><p>9. Vipshop Holdings | +11.68%</p><p><blockquote>9.唯品会控股 | +11.68%</blockquote></p><p>Credit Suisse wasshopping shares of Vipshop&nbsp;(<b>VIPS</b>) -Get Report&nbsp;in the wake of the Archegos Capital embarrassment.</p><p><blockquote>瑞士信贷购物唯品会股份（<b>贵宾</b>) - 在 Archegos Capital 尴尬事件发生后获取报告。</blockquote></p><p>10. Cloudflare | +11.42%</p><p><blockquote>10. Cloudflare | +11.42%</blockquote></p><p></p><p>Cloudflare&nbsp;(<b>NET</b>) -Get Report&nbsp;was among several of the companies that were ere losing ground this past week, including FuboTV&nbsp;(<b>FUBO</b>) -Get Report, which was down nearly 3%, Peloton Interactive&nbsp;(<b>PTON</b>) -Get Report,&nbsp;down 1.36%, Zoom Video Communication&nbsp;(<b>ZM</b>) -Get Report, down 1.5%, and&nbsp;Roku&nbsp;(<b>ROKU</b>) -Get Report, down 3.56% to $342.20 in premarket trading.</p><p><blockquote>云耀斑（<b>网</b>) -Get Report 是过去一周股价下跌的几家公司之一，其中包括 FuboTV (<b>伏波</b>) -Get 报告，下跌近 3%，Peloton Interactive (<b>普顿</b>) -Get 报告，下跌 1.36%，Zoom Video通信 (<b>ZM</b>) -Get 报告，下跌 1.5%，Roku (<b>ROKU</b>) -Get 报告，盘前交易中下跌 3.56%，至 342.20 美元。</blockquote></p><p>Cloudflare was&nbsp;down 1.23% but picked up steam at the market closing Friday. Some stay-at-home stocks traded lower afterNetflix's disappointing subscriber results.</p><p><blockquote>Cloudflare 下跌 1.23%，但在周五收盘时有所回升。在 Netflix 令人失望的用户业绩后，一些居家股票下跌。</blockquote></p><p>11. Enphase Energy | +11.31%</p><p><blockquote>11. Enphase Energy | +11.31%</blockquote></p><p>Shares of alternative energy stocks like FuelCell Energy&nbsp;(<b>FCEL</b>) -Get Report, SolarEdge Technologies&nbsp;(<b>SEDG</b>) -Get Report, Enphase Energy&nbsp;(<b>ENPH,</b>) -Get Report&nbsp;and others were rising on Earth Day as U.S. President Joe Biden kicked off aglobal climate summit.</p><p><blockquote>FuelCell Energy 等替代能源股票（<b>FCEL</b>) -获取报告，SolarEdge Technologies (<b>莎草</b>) -获取报告，Enphase Energy (<b>恩普，</b>) - 随着美国总统乔·拜登 (Joe Biden) 启动全球气候峰会，Get Report 和其他人在地球日崛起。</blockquote></p><p>The president invited 40 world leaders to the summit, hosted Thursday and Friday. The virtual summit was live-streamed for public viewing.</p><p><blockquote>总统邀请了40位世界领导人参加周四和周五举行的峰会。虚拟峰会被现场直播，供公众观看。</blockquote></p><p>12. Restoration Hardware | +8.43%</p><p><blockquote>12. 修复硬件 | +8.43%</blockquote></p><p>When talking about Williams-Sonoma&nbsp;(<b>WSM</b>) -Get Report&nbsp;in the \"Mad Money Lightning Round\" this past week, Cramer said:&nbsp;\"I want you to hold onto it (Williams-Sonoma). I think Restoration Hardware&nbsp;(<b>RH</b>) -Get Report&nbsp;is also going tohave another great quarter.\"</p><p><blockquote>当谈到威廉姆斯-索诺玛（<b>WSM</b>）-在过去一周的“疯狂金钱闪电轮”中，克莱默说：“我希望你抓住它（威廉姆斯-索诺玛）。我认为修复硬件（<b>RH</b>) -Get Report 也将迎来另一个出色的季度。”</blockquote></p><p>13. Hubspot | +8.34%</p><p><blockquote>13. Hubspot | +8.34%</blockquote></p><p>HubSpot&nbsp;(<b>HUBS</b>) -Get Report&nbsp;rose this past week after Bank of America analyst Brad Sills reinitiated coverage of the customer relationship management platform witha buy rating and a $600 price target.</p><p><blockquote>枢纽点（<b>枢纽</b>) -美国银行分析师布拉德·西尔斯 (Brad Sills) 重新启动对客户关系管理平台的报道，给予买入评级和 600 美元目标价后，Get 报告上周上涨。</blockquote></p><p>Sills is positive on the company addressing a large market of marketing, sales, service, and CMS, with a total addressable market of more than $86.7 billion.</p><p><blockquote>Sills 对该公司解决营销、销售、服务和 CMS 的大型市场持乐观态度，该公司的潜在市场总额超过 867 亿美元。</blockquote></p><p>14. Intuitive Surg Inc | +7.75%</p><p><blockquote>14. 直觉外科公司 | +7.75%</blockquote></p><p>Shares of Intuitive Surgical&nbsp;(<b>ISRG</b>) -Get Report&nbsp;were higher this past week after the medical equipment company's first-quarter results topped estimates and analysts at Piper Sandler increased their price target.&nbsp;Analyst Adam Maederaffirmed a neutral rating on the companywhile lifting the investment firm's price target to $840 a share from $735.</p><p><blockquote>直觉外科的股份（<b>伊斯尔格</b>) -Get Report 上周走高，此前这家医疗设备公司第一季度业绩超出预期，Piper Sandler 的分析师提高了目标价。分析师 Adam Maeder 确认了对该公司的中性评级，同时将该投资公司的目标价从每股 735 美元上调至 840 美元。</blockquote></p><p>\"Despite some lingering COVID-19 impact in the quarter, the company posted healthy mid-teens procedure growth and a better-than-expected quarter from a robot placement perspective driven in part by more operating leases,\" Maeder said.</p><p><blockquote>Maeder 表示：“尽管本季度受到 COVID-19 的一些挥之不去的影响，但从机器人放置的角度来看，该公司公布了健康的十几岁左右的程序增长，并且在一定程度上是由更多运营租赁推动的。”</blockquote></p><p>15. IBM | +6.62%</p><p><blockquote>15. IBM | +6.62%</blockquote></p><p>International Business Machines's&nbsp;(<b>IBM</b>) -Get Report&nbsp;Institute for Business Value (IBV) surveyed&nbsp;over 14,000 consumers in nine countries about how&nbsp;theCOVID-19 pandemic affected their views on environmental sustainability.&nbsp;Nine in 10 consumers surveyed reported that it did affect their views, and COVID-19 was the top factor cited in influencing their views.</p><p><blockquote>国际商业机器公司（<b>IBM</b>) -Get Report Institute for Business Value (IBV) 调查了 9 个国家的 14,000 多名消费者，了解 COVID-19 大流行如何影响了他们对环境可持续性的看法。十分之九的受访消费者表示，这确实影响了他们的观点，而 COVID-19 是影响他们观点的首要因素。</blockquote></p><p>Intel&nbsp;(<b>INTC</b>) -Get Report&nbsp;plans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM&nbsp;-- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>英特尔（<b>国际电联</b>) -Get Report 计划发展成为设计师和制造商以及下一代计算机和智能手机芯片，同时还开发新业务——部分归功于与 IBM 的开发合作伙伴关系——允许其他公司使用其亚利桑那州中心制造自己的半导体。</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>15 Best Stocks in the Past Week: NIO and IBM Shares Climb<blockquote>过去一周 15 只最佳股票：蔚来和 IBM 股价上涨</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\">\n15 Best Stocks in the Past Week: NIO and IBM Shares Climb<blockquote>过去一周 15 只最佳股票：蔚来和 IBM 股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">thestreet</strong><span class=\"h-time small\">2021-04-25 15:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks ended higher Friday to finish the week little changed as investors looked tostrong economic data and discounted a reportthat said President Joe Biden would propose raising capital gains taxes on wealthy investors.</p><p><blockquote>周五股市收高，本周收盘变化不大，因为投资者关注强劲的经济数据，并对总统乔·拜登将提议对富裕投资者提高资本利得税的报道打折扣。</blockquote></p><p>Equities received a boost from data that indicated U.S. business output expanded the most on record in April, according to IHS Markit. New home sales in the U.S., meanwhile, rebounded in March to the highest levels since 2006.</p><p><blockquote>IHS Markit 的数据显示，美国 4 月份企业产出增幅创历史新高，提振了股市。与此同时，美国3月份新屋销售反弹至2006年以来的最高水平。</blockquote></p><p>The Dow Jones Industrial Average ended up 228 points, or 0.7%, at 34,043. The S&amp;P 500 rose 45.19, or 1.1%, to 4,180.70, missing a weekly gain by less than 6 points. The S&amp;P 500 snapped a four-week win streak. The Nasdaq finished up 1.44% at 14,06.81.</p><p><blockquote>道琼斯工业平均指数收盘上涨 228 点，涨幅 0.7%，报 34,043 点。标普500上涨 45.19 点，或 1.1%，至 4,180.70 点，距离周涨幅不足 6 点。标普500结束了四周的连胜。纳斯达克收盘上涨1.44%，至1406.81点。</blockquote></p><p>Here are some of the best stocks in the past week by their performance in percentage change at the close of trading on Apr. 23. These include stocks over a $10 share price at the time of publishing.</p><p><blockquote>以下是过去一周一些最佳股票，按 4 月 23 日收盘时的百分比变化计算。其中包括发布时股价超过 10 美元的股票。</blockquote></p><p>1. MicroVision | +62.92%</p><p><blockquote>1. 微视 | +62.92%</blockquote></p><p>Jim Cramer, the founder of TheStreet, said this past week that MicroVision&nbsp;(<b>MVIS</b>) -Get Report&nbsp;is a battleground stock to avoid amind its surge. \"This is a battleground stock and you need to avoid battlegrounds,\" he said during the&nbsp;\"Mad Money Lightning Round.\"</p><p><blockquote>TheStreet的创始人吉姆·克莱默上周表示，MicroVision（<b>米维斯</b>) -Get Report 是一只在其飙升期间需要避免的战场股票。“这是一只战场股票，你需要避开战场，”他在“疯狂金钱闪电轮”中说道。</blockquote></p><p>MicroVision 'is essentially a science project that has gone nowhere after 25 years,'said short-seller Hindenburg Research in December.&nbsp;\"$1.2 billion market cap corporate husk,\"&nbsp;according to Hindenburg.</p><p><blockquote>做空商兴登堡研究公司去年12月表示，MicroVision本质上是一个科学项目，25年后仍未取得任何进展。兴登堡称，“这是一家市值达12亿美元的公司壳。”</blockquote></p><p>2. Equifax | +20.28%</p><p><blockquote>2. Equifax | +20.28%</blockquote></p><p>Equifax&nbsp;(<b>EFX</b>) -Get Report&nbsp;was jumping this past week after the credit-reporting companybeat Wall Street's first-quarter earnings expectations, reported record revenue, and raised its 2021 revenue guidance. Shares of the Atlanta company were surging nearly 15% to $221.19.</p><p><blockquote>Equifax（<b>外汇</b>) -Get Report 上周飙升，此前这家信用报告公司第一季度盈利预期超出了华尔街的预期，报告了创纪录的收入，并上调了 2021 年收入指引。这家亚特兰大公司的股价飙升近 15%，至 221.19 美元。</blockquote></p><p>Equifaxreported a net income of $201.6 million, or $1.64 a share, up from $116.9 million, or 95 cents a share, a year ago. Adjusted income attributable to Equifax was $1.97 a share, beating the FactSet consensus of $1.52.</p><p><blockquote>Equifax 报告净利润为 2.016 亿美元，即每股 1.64 美元，高于一年前的 1.169 亿美元，即每股 95 美分。Equifax 调整后每股收益为 1.97 美元，超过了 FactSet 共识的 1.52 美元。</blockquote></p><p>3. Skillz Inc | +20.25%</p><p><blockquote>3. Skillz 公司 | +20.25%</blockquote></p><p>Skillz&nbsp;(<b>SKLZ</b>) -Get Report&nbsp;shares rose sharply this past week after Jefferies initiated coverage of the mobile gaming company with a hold rating and a $17 price target.</p><p><blockquote>技能（<b>滑动</b>) -Get Report 上周杰富瑞 (Jefferies) 对这家移动游戏公司给予持有评级和 17 美元目标价后，该股股价大幅上涨。</blockquote></p><p>Jefferies analyst Andrew Uerkwitzoffers high praise for Skillzbut is concerned about the stock's valuation. “We see Skillz building a differentiated, innovative platform for mobile gaming,” he wrote in a commentary.</p><p><blockquote>Jefferies 分析师 Andrew Uerkwitz 对 Skillz 给予了高度评价，但对该股的估值表示担忧。“他在评论中写道：”我们看到 Skillz 正在为移动游戏打造一个差异化、创新的平台。</blockquote></p><p>4. Kansas City Southern | +17.13%</p><p><blockquote>4. 堪萨斯城南方 | +17.13%</blockquote></p><p>Kansas City Southern&nbsp;(<b>KSU</b>) -Get Report&nbsp;will enter potential merger talks with Canadian National, according to a published report Friday, raising the stakes in a brewing bidding war between Canadian National&nbsp;(<b>CNI</b>) -Get Report&nbsp;and Canadian Pacific&nbsp;(<b>CP</b>) -Get Report&nbsp;for the U.S. railroad and its links to the gulf coast.</p><p><blockquote>堪萨斯城南部（<b>KSU</b>) - 根据周五发布的一份报告，Get Report 将与加拿大国民公司进行潜在的合并谈判，这增加了加拿大国民公司之间酝酿中的竞购战的风险（<b>CNI</b>）-获取报告和加拿大太平洋（<b>CP</b>) -获取美国铁路及其与墨西哥湾沿岸的联系的报告。</blockquote></p><p>Kansas City Southern is expected to declare CN’s recent $30 billion takeover bid superior to its previously agreed $25 billion buyout offer from Canadian Pacific, Bloomberg reported, citing people familiar with the matter.</p><p><blockquote>彭博社援引知情人士的话报道称，堪萨斯城南方公司预计将宣布 CN 最近提出的 300 亿美元收购要约优于之前商定的加拿大太平洋公司 250 亿美元收购要约。</blockquote></p><p>5. Skechers | +15.80%</p><p><blockquote>5. 斯凯奇 | +15.80%</blockquote></p><p>Skechers USA&nbsp;(<b>SKX</b>) -Get Report&nbsp;soared this past week and Morgan Stanley upgraded the footwear maker after itreported stronger-than-expected earnings in the first quarter.</p><p><blockquote>美国斯凯奇（<b>SKX</b>) -Get 报告上周飙升，摩根士丹利在公布第一季度收益强于预期后对这家鞋类制造商进行了评级。</blockquote></p><p>Morgan Stanley analyst Kimberly Greenberger lifted her rating to overweight from equal weight and boosted the price target on the stock to $56 from $44. She was impressed with the earnings and a “clearer” forecast of earnings before interest and taxes and earnings per share.</p><p><blockquote>摩根士丹利分析师 Kimberly Greenberger 将跑赢大盘的评级从同等权重上调，并将该股目标价从 44 美元上调至 56 美元。她对财报以及对息税前利润和每股收益的 “更清晰 ”预测印象深刻。</blockquote></p><p>6. BioNTech | +14.16%</p><p><blockquote>6. 生物科技 | +14.16%</blockquote></p><p>Pfizer&nbsp;(<b>PFE</b>) -Get Report&nbsp;says it has discoveredcounterfeit versions of the COVID-19 vaccinebeing distributed in Mexico and Poland, a media report says.</p><p><blockquote>辉瑞（<b>PFE</b>) -Get 报告称，它发现了墨西哥和波兰分发的 COVID-19 疫苗的假冒版本，媒体报道称。</blockquote></p><p>The New York healthcare company confirmed in separate investigations that vials seized by authorities were fake versions of the vaccine Pfizer developed with BioNTech&nbsp;(<b>BNTX</b>) -Get Report,&nbsp;The Wall Street Journal reports. In Mexico, the vials came with fraudulent labeling and were likely filled with distilled water, Manuel de la O, health secretary of Nuevo León state, told the paper.</p><p><blockquote>这家纽约医疗保健公司在单独的调查中证实，当局查获的小瓶是辉瑞与 BioNTech 合作开发的疫苗的假冒版本（<b>BNTX</b>）——《华尔街日报》报道。新莱昂州卫生部长曼努埃尔·德拉奥 (Manuel de la O) 告诉该报，在墨西哥，这些小瓶带有欺诈性标签，很可能装满了蒸馏水。</blockquote></p><p>7. NIO | +13.83%</p><p><blockquote>7. 蔚来 | +13.83%</blockquote></p><p>NIO&nbsp;(<b>NIO</b>) -Get Report&nbsp;reported big gains in their first-quarter deliveries. The company said itdelivered 20,060 vehiclesin the first quarter, up a record 423% from a year ago. It delivered 7,257 vehicles in March, a new monthly record and up 373% year-over-year.</p><p><blockquote>蔚来（<b>蔚来</b>) -Get Report 报告第一季度交付量大幅增长。该公司表示，第一季度交付了 20,060 辆汽车，比去年同期增长创纪录的 423%。3月份交付了7,257辆汽车，创下月度新纪录，同比增长373%。</blockquote></p><p>The Chinese electric vehicle maker was a volume leader this past week with92,190,700 shares traded.</p><p><blockquote>这家中国电动汽车制造商上周以 92,190,700 股的成交量领先。</blockquote></p><p>8. Bilibili Inc | +12.74%</p><p><blockquote>8. 哔哩哔哩公司 | +12.74%</blockquote></p><p>The U.S. listed shares of online streaming site Bilibili&nbsp;(<b>BILI</b>) -Get Reportmoved up even after the stock made a weak debut on its first day of trading in Hong Kong last month.</p><p><blockquote>在线流媒体网站哔哩哔哩的美国上市股票（<b>比利</b>) -Get Report 即使该股上个月在香港上市首日表现疲软，该股仍上涨。</blockquote></p><p>9. Vipshop Holdings | +11.68%</p><p><blockquote>9.唯品会控股 | +11.68%</blockquote></p><p>Credit Suisse wasshopping shares of Vipshop&nbsp;(<b>VIPS</b>) -Get Report&nbsp;in the wake of the Archegos Capital embarrassment.</p><p><blockquote>瑞士信贷购物唯品会股份（<b>贵宾</b>) - 在 Archegos Capital 尴尬事件发生后获取报告。</blockquote></p><p>10. Cloudflare | +11.42%</p><p><blockquote>10. Cloudflare | +11.42%</blockquote></p><p></p><p>Cloudflare&nbsp;(<b>NET</b>) -Get Report&nbsp;was among several of the companies that were ere losing ground this past week, including FuboTV&nbsp;(<b>FUBO</b>) -Get Report, which was down nearly 3%, Peloton Interactive&nbsp;(<b>PTON</b>) -Get Report,&nbsp;down 1.36%, Zoom Video Communication&nbsp;(<b>ZM</b>) -Get Report, down 1.5%, and&nbsp;Roku&nbsp;(<b>ROKU</b>) -Get Report, down 3.56% to $342.20 in premarket trading.</p><p><blockquote>云耀斑（<b>网</b>) -Get Report 是过去一周股价下跌的几家公司之一，其中包括 FuboTV (<b>伏波</b>) -Get 报告，下跌近 3%，Peloton Interactive (<b>普顿</b>) -Get 报告，下跌 1.36%，Zoom Video通信 (<b>ZM</b>) -Get 报告，下跌 1.5%，Roku (<b>ROKU</b>) -Get 报告，盘前交易中下跌 3.56%，至 342.20 美元。</blockquote></p><p>Cloudflare was&nbsp;down 1.23% but picked up steam at the market closing Friday. Some stay-at-home stocks traded lower afterNetflix's disappointing subscriber results.</p><p><blockquote>Cloudflare 下跌 1.23%，但在周五收盘时有所回升。在 Netflix 令人失望的用户业绩后，一些居家股票下跌。</blockquote></p><p>11. Enphase Energy | +11.31%</p><p><blockquote>11. Enphase Energy | +11.31%</blockquote></p><p>Shares of alternative energy stocks like FuelCell Energy&nbsp;(<b>FCEL</b>) -Get Report, SolarEdge Technologies&nbsp;(<b>SEDG</b>) -Get Report, Enphase Energy&nbsp;(<b>ENPH,</b>) -Get Report&nbsp;and others were rising on Earth Day as U.S. President Joe Biden kicked off aglobal climate summit.</p><p><blockquote>FuelCell Energy 等替代能源股票（<b>FCEL</b>) -获取报告，SolarEdge Technologies (<b>莎草</b>) -获取报告，Enphase Energy (<b>恩普，</b>) - 随着美国总统乔·拜登 (Joe Biden) 启动全球气候峰会，Get Report 和其他人在地球日崛起。</blockquote></p><p>The president invited 40 world leaders to the summit, hosted Thursday and Friday. The virtual summit was live-streamed for public viewing.</p><p><blockquote>总统邀请了40位世界领导人参加周四和周五举行的峰会。虚拟峰会被现场直播，供公众观看。</blockquote></p><p>12. Restoration Hardware | +8.43%</p><p><blockquote>12. 修复硬件 | +8.43%</blockquote></p><p>When talking about Williams-Sonoma&nbsp;(<b>WSM</b>) -Get Report&nbsp;in the \"Mad Money Lightning Round\" this past week, Cramer said:&nbsp;\"I want you to hold onto it (Williams-Sonoma). I think Restoration Hardware&nbsp;(<b>RH</b>) -Get Report&nbsp;is also going tohave another great quarter.\"</p><p><blockquote>当谈到威廉姆斯-索诺玛（<b>WSM</b>）-在过去一周的“疯狂金钱闪电轮”中，克莱默说：“我希望你抓住它（威廉姆斯-索诺玛）。我认为修复硬件（<b>RH</b>) -Get Report 也将迎来另一个出色的季度。”</blockquote></p><p>13. Hubspot | +8.34%</p><p><blockquote>13. Hubspot | +8.34%</blockquote></p><p>HubSpot&nbsp;(<b>HUBS</b>) -Get Report&nbsp;rose this past week after Bank of America analyst Brad Sills reinitiated coverage of the customer relationship management platform witha buy rating and a $600 price target.</p><p><blockquote>枢纽点（<b>枢纽</b>) -美国银行分析师布拉德·西尔斯 (Brad Sills) 重新启动对客户关系管理平台的报道，给予买入评级和 600 美元目标价后，Get 报告上周上涨。</blockquote></p><p>Sills is positive on the company addressing a large market of marketing, sales, service, and CMS, with a total addressable market of more than $86.7 billion.</p><p><blockquote>Sills 对该公司解决营销、销售、服务和 CMS 的大型市场持乐观态度，该公司的潜在市场总额超过 867 亿美元。</blockquote></p><p>14. Intuitive Surg Inc | +7.75%</p><p><blockquote>14. 直觉外科公司 | +7.75%</blockquote></p><p>Shares of Intuitive Surgical&nbsp;(<b>ISRG</b>) -Get Report&nbsp;were higher this past week after the medical equipment company's first-quarter results topped estimates and analysts at Piper Sandler increased their price target.&nbsp;Analyst Adam Maederaffirmed a neutral rating on the companywhile lifting the investment firm's price target to $840 a share from $735.</p><p><blockquote>直觉外科的股份（<b>伊斯尔格</b>) -Get Report 上周走高，此前这家医疗设备公司第一季度业绩超出预期，Piper Sandler 的分析师提高了目标价。分析师 Adam Maeder 确认了对该公司的中性评级，同时将该投资公司的目标价从每股 735 美元上调至 840 美元。</blockquote></p><p>\"Despite some lingering COVID-19 impact in the quarter, the company posted healthy mid-teens procedure growth and a better-than-expected quarter from a robot placement perspective driven in part by more operating leases,\" Maeder said.</p><p><blockquote>Maeder 表示：“尽管本季度受到 COVID-19 的一些挥之不去的影响，但从机器人放置的角度来看，该公司公布了健康的十几岁左右的程序增长，并且在一定程度上是由更多运营租赁推动的。”</blockquote></p><p>15. IBM | +6.62%</p><p><blockquote>15. IBM | +6.62%</blockquote></p><p>International Business Machines's&nbsp;(<b>IBM</b>) -Get Report&nbsp;Institute for Business Value (IBV) surveyed&nbsp;over 14,000 consumers in nine countries about how&nbsp;theCOVID-19 pandemic affected their views on environmental sustainability.&nbsp;Nine in 10 consumers surveyed reported that it did affect their views, and COVID-19 was the top factor cited in influencing their views.</p><p><blockquote>国际商业机器公司（<b>IBM</b>) -Get Report Institute for Business Value (IBV) 调查了 9 个国家的 14,000 多名消费者，了解 COVID-19 大流行如何影响了他们对环境可持续性的看法。十分之九的受访消费者表示，这确实影响了他们的观点，而 COVID-19 是影响他们观点的首要因素。</blockquote></p><p>Intel&nbsp;(<b>INTC</b>) -Get Report&nbsp;plans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM&nbsp;-- that allows other companies to use its Arizona hub to make their own semiconductors.</p><p><blockquote>英特尔（<b>国际电联</b>) -Get Report 计划发展成为设计师和制造商以及下一代计算机和智能手机芯片，同时还开发新业务——部分归功于与 IBM 的开发合作伙伴关系——允许其他公司使用其亚利桑那州中心制造自己的半导体。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/best-stocks-in-the-past-week-microvision-equifax-ibm-nio-skillz-hubspot\">thestreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.thestreet.com/investing/best-stocks-in-the-past-week-microvision-equifax-ibm-nio-skillz-hubspot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189806458","content_text":"Stocks ended higher Friday to finish the week little changed as investors looked tostrong economic data and discounted a reportthat said President Joe Biden would propose raising capital gains taxes on wealthy investors.Equities received a boost from data that indicated U.S. business output expanded the most on record in April, according to IHS Markit. New home sales in the U.S., meanwhile, rebounded in March to the highest levels since 2006.The Dow Jones Industrial Average ended up 228 points, or 0.7%, at 34,043. The S&P 500 rose 45.19, or 1.1%, to 4,180.70, missing a weekly gain by less than 6 points. The S&P 500 snapped a four-week win streak. The Nasdaq finished up 1.44% at 14,06.81.Here are some of the best stocks in the past week by their performance in percentage change at the close of trading on Apr. 23. These include stocks over a $10 share price at the time of publishing.1. MicroVision | +62.92%Jim Cramer, the founder of TheStreet, said this past week that MicroVision (MVIS) -Get Report is a battleground stock to avoid amind its surge. \"This is a battleground stock and you need to avoid battlegrounds,\" he said during the \"Mad Money Lightning Round.\"MicroVision 'is essentially a science project that has gone nowhere after 25 years,'said short-seller Hindenburg Research in December. \"$1.2 billion market cap corporate husk,\" according to Hindenburg.2. Equifax | +20.28%Equifax (EFX) -Get Report was jumping this past week after the credit-reporting companybeat Wall Street's first-quarter earnings expectations, reported record revenue, and raised its 2021 revenue guidance. Shares of the Atlanta company were surging nearly 15% to $221.19.Equifaxreported a net income of $201.6 million, or $1.64 a share, up from $116.9 million, or 95 cents a share, a year ago. Adjusted income attributable to Equifax was $1.97 a share, beating the FactSet consensus of $1.52.3. Skillz Inc | +20.25%Skillz (SKLZ) -Get Report shares rose sharply this past week after Jefferies initiated coverage of the mobile gaming company with a hold rating and a $17 price target.Jefferies analyst Andrew Uerkwitzoffers high praise for Skillzbut is concerned about the stock's valuation. “We see Skillz building a differentiated, innovative platform for mobile gaming,” he wrote in a commentary.4. Kansas City Southern | +17.13%Kansas City Southern (KSU) -Get Report will enter potential merger talks with Canadian National, according to a published report Friday, raising the stakes in a brewing bidding war between Canadian National (CNI) -Get Report and Canadian Pacific (CP) -Get Report for the U.S. railroad and its links to the gulf coast.Kansas City Southern is expected to declare CN’s recent $30 billion takeover bid superior to its previously agreed $25 billion buyout offer from Canadian Pacific, Bloomberg reported, citing people familiar with the matter.5. Skechers | +15.80%Skechers USA (SKX) -Get Report soared this past week and Morgan Stanley upgraded the footwear maker after itreported stronger-than-expected earnings in the first quarter.Morgan Stanley analyst Kimberly Greenberger lifted her rating to overweight from equal weight and boosted the price target on the stock to $56 from $44. She was impressed with the earnings and a “clearer” forecast of earnings before interest and taxes and earnings per share.6. BioNTech | +14.16%Pfizer (PFE) -Get Report says it has discoveredcounterfeit versions of the COVID-19 vaccinebeing distributed in Mexico and Poland, a media report says.The New York healthcare company confirmed in separate investigations that vials seized by authorities were fake versions of the vaccine Pfizer developed with BioNTech (BNTX) -Get Report, The Wall Street Journal reports. In Mexico, the vials came with fraudulent labeling and were likely filled with distilled water, Manuel de la O, health secretary of Nuevo León state, told the paper.7. NIO | +13.83%NIO (NIO) -Get Report reported big gains in their first-quarter deliveries. The company said itdelivered 20,060 vehiclesin the first quarter, up a record 423% from a year ago. It delivered 7,257 vehicles in March, a new monthly record and up 373% year-over-year.The Chinese electric vehicle maker was a volume leader this past week with92,190,700 shares traded.8. Bilibili Inc | +12.74%The U.S. listed shares of online streaming site Bilibili (BILI) -Get Reportmoved up even after the stock made a weak debut on its first day of trading in Hong Kong last month.9. Vipshop Holdings | +11.68%Credit Suisse wasshopping shares of Vipshop (VIPS) -Get Report in the wake of the Archegos Capital embarrassment.10. Cloudflare | +11.42%Cloudflare (NET) -Get Report was among several of the companies that were ere losing ground this past week, including FuboTV (FUBO) -Get Report, which was down nearly 3%, Peloton Interactive (PTON) -Get Report, down 1.36%, Zoom Video Communication (ZM) -Get Report, down 1.5%, and Roku (ROKU) -Get Report, down 3.56% to $342.20 in premarket trading.Cloudflare was down 1.23% but picked up steam at the market closing Friday. Some stay-at-home stocks traded lower afterNetflix's disappointing subscriber results.11. Enphase Energy | +11.31%Shares of alternative energy stocks like FuelCell Energy (FCEL) -Get Report, SolarEdge Technologies (SEDG) -Get Report, Enphase Energy (ENPH,) -Get Report and others were rising on Earth Day as U.S. President Joe Biden kicked off aglobal climate summit.The president invited 40 world leaders to the summit, hosted Thursday and Friday. The virtual summit was live-streamed for public viewing.12. Restoration Hardware | +8.43%When talking about Williams-Sonoma (WSM) -Get Report in the \"Mad Money Lightning Round\" this past week, Cramer said: \"I want you to hold onto it (Williams-Sonoma). I think Restoration Hardware (RH) -Get Report is also going tohave another great quarter.\"13. Hubspot | +8.34%HubSpot (HUBS) -Get Report rose this past week after Bank of America analyst Brad Sills reinitiated coverage of the customer relationship management platform witha buy rating and a $600 price target.Sills is positive on the company addressing a large market of marketing, sales, service, and CMS, with a total addressable market of more than $86.7 billion.14. Intuitive Surg Inc | +7.75%Shares of Intuitive Surgical (ISRG) -Get Report were higher this past week after the medical equipment company's first-quarter results topped estimates and analysts at Piper Sandler increased their price target. Analyst Adam Maederaffirmed a neutral rating on the companywhile lifting the investment firm's price target to $840 a share from $735.\"Despite some lingering COVID-19 impact in the quarter, the company posted healthy mid-teens procedure growth and a better-than-expected quarter from a robot placement perspective driven in part by more operating leases,\" Maeder said.15. IBM | +6.62%International Business Machines's (IBM) -Get Report Institute for Business Value (IBV) surveyed over 14,000 consumers in nine countries about how theCOVID-19 pandemic affected their views on environmental sustainability. Nine in 10 consumers surveyed reported that it did affect their views, and COVID-19 was the top factor cited in influencing their views.Intel (INTC) -Get Report plans to evolve into both a designer and manufacturerand next-generation computer and smartphone chips while also developing a new business -- thanks in part to a development partnership with IBM -- that allows other companies to use its Arizona hub to make their own semiconductors.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105672219,"gmtCreate":1620302561931,"gmtModify":1634206257933,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105672219","repostId":"1178617117","repostType":4,"isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":105676236,"gmtCreate":1620302491325,"gmtModify":1634206258295,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"[Observation]&nbsp;","listText":"[Observation]&nbsp;","text":"[Observation]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/105676236","repostId":"1164751331","repostType":4,"isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":108677615,"gmtCreate":1620025326737,"gmtModify":1634208427189,"author":{"id":"3582361231785431","authorId":"3582361231785431","name":"kstle","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582361231785431","idStr":"3582361231785431"},"themes":[],"title":"","htmlText":"“Today I buy what others won't, so tomorrow I earn returns others can't.\"- Paraphrase of Jerry Rice[Thinking]&nbsp;","listText":"“Today I buy what others won't, so tomorrow I earn returns others can't.\"- Paraphrase of Jerry Rice[Thinking]&nbsp;","text":"“Today I buy what others won't, so tomorrow I earn returns others can't.\"- Paraphrase of Jerry Rice[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108677615","repostId":"1121605010","repostType":4,"isVote":1,"tweetType":1,"viewCount":2476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}