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2021-07-25

Perhaps there is steady growth expected as the virus does not seem to be disappearing anytime soon.

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2021-09-02

Nice article thanks for sharing

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2021-07-27

Good article, the views are very insightful

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2021-10-11

Nice article

What To Watch As Third-Quarter Earnings Season Begins?<blockquote>随着第三季度财报季的开始，有什么值得关注的？</blockquote>

2021-11-10

Nice 👌

These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>

2021-09-22

Nice 👍

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2021-11-05

Nice article

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2021-10-26

👍

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2021-07-25

Awesome article, thanks for sharing 🙏

Here are Wall Street's favorite big tech stocks as the Nasdaq closes in on another milestone<blockquote>随着纳斯达克接近另一个里程碑，以下是华尔街最受欢迎的大型科技股</blockquote>

2021-07-25

Sounds promising

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👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602824061","repostId":"2190695292","repostType":4,"isVote":1,"tweetType":1,"viewCount":1836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606750414,"gmtCreate":1638931009977,"gmtModify":1638931010155,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606750414","repostId":"1150261764","repostType":4,"repost":{"id":"1150261764","kind":"news","pubTimestamp":1638929940,"share":"https://www.laohu8.com/m/news/1150261764?lang=zh_CN&edition=full","pubTime":"2021-12-08 10:19","market":"us","language":"en","title":"Is VW Still Considering Porsche IPO? Speculation Drives POAHY Stock Higher.<blockquote>大众仍在考虑保时捷IPO吗？投机推动POAHY股票走高。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1150261764","media":"InvestorPlace","summary":"Early Tuesday, German newspaper Handelsblatt reported on speculation that auto company Porsche(OTCMK","content":"<p><div> Early Tuesday, German newspaper Handelsblatt reported on speculation that auto company Porsche(OTCMKTS:POAHY) could be preparing for a record-breaking initial public offering (IPO). This isn’t even ...</p><p><blockquote><div>周二早些时候，德国《商报》报道了汽车公司保时捷（OTCMKTS：POAHY）可能正在准备破纪录的首次公开募股（IPO）的猜测。这甚至不是...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/is-vw-still-considering-porsche-ipo-speculation-drives-poahy-stock-higher/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/is-vw-still-considering-porsche-ipo-speculation-drives-poahy-stock-higher/\">网页连接</a></blockquote></p><p></p>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is VW Still Considering Porsche IPO? Speculation Drives POAHY Stock Higher.<blockquote>大众仍在考虑保时捷IPO吗？投机推动POAHY股票走高。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs VW Still Considering Porsche IPO? Speculation Drives POAHY Stock Higher.<blockquote>大众仍在考虑保时捷IPO吗？投机推动POAHY股票走高。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">InvestorPlace</strong><span class=\"h-time small\">2021-12-08 10:19</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> Early Tuesday, German newspaper Handelsblatt reported on speculation that auto company Porsche(OTCMKTS:POAHY) could be preparing for a record-breaking initial public offering (IPO). This isn’t even ...</p><p><blockquote><div>周二早些时候，德国《商报》报道了汽车公司保时捷（OTCMKTS：POAHY）可能正在准备破纪录的首次公开募股（IPO）的猜测。这甚至不是...</div></blockquote></p><p>  <a href=\"https://investorplace.com/2021/12/is-vw-still-considering-porsche-ipo-speculation-drives-poahy-stock-higher/\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://investorplace.com/2021/12/is-vw-still-considering-porsche-ipo-speculation-drives-poahy-stock-higher/\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://investorplace.com/2021/12/is-vw-still-considering-porsche-ipo-speculation-drives-poahy-stock-higher/\">InvestorPlace</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VWAGY":"大众汽车ADR","POAHY":"Porsche Automobile Holding SE"},"source_url":"https://investorplace.com/2021/12/is-vw-still-considering-porsche-ipo-speculation-drives-poahy-stock-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150261764","content_text":"Early Tuesday, German newspaper Handelsblatt reported on speculation that auto company Porsche(OTCMKTS:POAHY) could be preparing for a record-breaking initial public offering (IPO). This isn’t even the first time this year that word has spread over a possible Porsche IPO; it’s a popular rumor. However, today it seems the rumors make too much sense to ignore. Regardless of the validity, POAHY stock closed today up 10.59%.\nVolkswagen(OTCMKTS:VWAGY), owner of the luxury brand, is allegedly exploring the IPO as a funding mechanism for a costly and time-sensitive shift into electric vehicles (EVs). Logically so. The Porsche Taycan, one of Volkswagen’s most premier EVs across its entire suite of car brands, is a hit. Starting at $82,000, with a 0-to-60 mph time of 2.4 seconds and a six-month waitlist to boot, it’s easy to understand VW’s EV eagerness.\n“Buy the rumor” is taking on new meaning as both VW and Porsche are eyeing 10% upward movement amid the chatter.\nBut Just How Valid Are the Rumors Driving POAHY Stock Higher?\nPorsche SE apparently labeled the report “pure speculation,” but anonymous sources from Reuters beg to differ. In May, “two people familiar with the matter” told the outlet that the Porsche and Piech families, the primary stakeholders in Volkswagen, are prepared to sell VW shares in order to fund a Porsche IPO.\nWith estimates for a Porsche IPO treading between $50 billion and $101 billion, this wouldn’t come as a surprise. The two families could raise close to $17 billion by selling VW shares. That is, while still remaining the largest shareholders in the German automobile titan.\nThe families’ stake in VW dates back to their ancestor, Ferdinand Porsche, who founded the namesake luxury car brand circa 1931. The two families combine down 31.4% of VW and claim 53% of the voting rights in Porsche.\nDespite the lack of evidence, speculation wins the day. But with both VW and POAHY stock up on the day for what is just a flurry of rumors, German auto bulls won’t be complaining.","news_type":1,"symbols_score_info":{"POAHY":0.9,"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":2187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879077272,"gmtCreate":1636674364805,"gmtModify":1636674365118,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article thanks for sharing 🙏","listText":"Nice article thanks for sharing 🙏","text":"Nice article thanks for sharing 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879077272","repostId":"2182684500","repostType":4,"isVote":1,"tweetType":1,"viewCount":3552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847671808,"gmtCreate":1636518463449,"gmtModify":1636518463675,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice 👌&nbsp;","listText":"Nice 👌&nbsp;","text":"Nice 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847671808","repostId":"1122480121","repostType":2,"repost":{"id":"1122480121","kind":"news","pubTimestamp":1636515867,"share":"https://www.laohu8.com/m/news/1122480121?lang=zh_CN&edition=full","pubTime":"2021-11-10 11:44","market":"us","language":"en","title":"These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122480121","media":"Marketwatch","summary":"Just about every investor is aware that a shortage of semiconductors and related equipment, includin","content":"<p>Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.</p><p><blockquote>几乎每个投资者都意识到，半导体和相关设备（包括微处理器和芯片）供应短缺，而需求却很高。然而，这一关键群体的股票交易价格相对于大盘而言相对较低。</blockquote></p><p> Below is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.</p><p><blockquote>以下是华尔街分析师最喜欢的半导体股票列表，该列表基于对专注于该行业的五只交易所交易基金持有量的深入研究。</blockquote></p><p> The chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.</p><p><blockquote>芯片短缺并不是故事的全部——创新和新业务已经点燃了一些最知名的半导体公司的火焰。从9月底到11月8日，Nvidia Corp.NVDA的股价上涨了49%，而Advanced Micro Devices Inc.AMD的股价上涨了46%。</blockquote></p><p> <b>Industry appears cheaply valued</b></p><p><blockquote><b>行业估值似乎很低</b></blockquote></p><p> The PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.</p><p><blockquote>PHLX半导体指数Soxis被认为是芯片制造商以及制造其使用的设备和系统的公司的基准指数。它由iShares Semiconductor ETFSOXX跟踪，该ETFSOXX持有该指数中的所有30只股票，并按市值加权。</blockquote></p><p> This means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.</p><p><blockquote>这意味着英伟达是最大持股，占投资组合的9.7%，而前五名投资（还包括博通公司AVGO、英特尔公司INTC、高通公司QCOM和德州仪器公司TXN）占35.3%ETF的资产。排名第六的公司AMD占投资组合的4.5%。</blockquote></p><p> SOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&amp;P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, it<i>is</i>unusual for there to be a broad shortage of the industry’s products.</p><p><blockquote>根据FactSet调查的分析师一致预期，SOXX的预期市盈率为20.9，而标普500指数SPXI的预期市盈率为21.7。半导体折价交易并不罕见。然而，它<i>是</i>该行业的产品普遍短缺是不寻常的。</blockquote></p><p> Here’s how SOXX has traded relative to the S&amp;P 500 over the past 10 years:</p><p><blockquote>以下是SOXX过去10年相对于标普500的交易情况：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/565a527c93f3b84b9b58a527627e6aa6\" tg-width=\"700\" tg-height=\"638\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>FACTSET</blockquote></p><p> Underlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.</p><p><blockquote>强调该半导体集团折扣的是，预计该集团将在未来两年内更快地增加销售额和盈利。</blockquote></p><p> Here are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:</p><p><blockquote>以下是根据FactSet调查的分析师的加权共识估计，到2023年销售额和每股收益的预期复合年增长率(CAGR)：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5ebde8ab9420b13a890ecac197154fb9\" tg-width=\"935\" tg-height=\"466\" referrerpolicy=\"no-referrer\">ETF deep dive</p><p><blockquote>ETF深潜</blockquote></p><p> To look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:</p><p><blockquote>为了超越SOXX 30，我们回顾了遵循不同方法的五只ETF，以得出更广泛的初始股票列表：</blockquote></p><p> <ul>  <li>SOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.</li>  <li>The VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.</li>  <li>The SPDR S&amp;P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.</li>  <li>The Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.</li>  <li>The First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.</li> </ul> Together, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.</p><p><blockquote><ul><li>如上所述，SOXX是最大的，总资产为89亿美元，并且按市值加权。它持有业内30家最大的美国上市公司，包括台积电公司（TSM）等外国公司的美国存托凭证（ADR），其上限为投资组合的10%。其年度费用为管理资产的0.43%。</li><li>VanEck Semiconductor ETFSMH拥有69亿美元的资产，市值加权投资组合由25只股票组成，通过包括市值和交易量的评分方法进行选择。它甚至比SOXX更加集中，其前五名持股占投资组合的44.4%，但其不同的权重方案意味着台积电是最大持股，为14.5%。其费用率为0.35%。</li><li>FactSet的数据显示，SPDR S&amp;P Semiconductor ETFXSDH拥有14亿美元的资产，修改后的等权重为40只股票，“使其投资组合远离大型知名公司，转向规模较小的成长型公司”。其费用率为0.35%。</li><li>Invesco Dynamic Semiconductors ETFPSI也倾向于规模较小的公司，其修改后的等权重为8.6亿美元的投资组合由30只股票组成，每季度重组一次。其费用率为0.56%。</li><li>FactSet的数据显示，第一信托纳斯达克半导体ETFFTXL拥有9500万美元的资产，持有30只在美国上市的流动性最强的半导体股票，“根据与价值、波动性和增长相关的因素进行加权”。其最大持股是Synaptics Inc.SYNA，占投资组合的8.3%。其费用率为0.60%。</li></ul>剔除重复项后，这五只ETF总共持有65只股票，其中62只股票由FactSet覆盖的至少5名分析师覆盖。</blockquote></p><p> Among the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:</p><p><blockquote>在这62家公司中，有25家公司获得了至少75%的分析师的“买入”或同等评级。其中只有10只由SOXX持有，所有5只ETF仅持有3只（包括Nvidia）。以下是根据共识价格目标按隐含的12个月上涨空间进行排名：</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/c56961b72468eebe8eb44b9710295512\" tg-width=\"879\" tg-height=\"644\" referrerpolicy=\"no-referrer\">As you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.</p><p><blockquote>正如您在表格中看到的，一些股票尽管受到好评，但已经超出了一年的价格目标。英伟达就是一个很好的例子。为什么这么多分析师认为该股过热，但仍将其评级为买入？因为他们着眼于12个月目标之外的几年。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-11-10 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.</p><p><blockquote>几乎每个投资者都意识到，半导体和相关设备（包括微处理器和芯片）供应短缺，而需求却很高。然而，这一关键群体的股票交易价格相对于大盘而言相对较低。</blockquote></p><p> Below is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.</p><p><blockquote>以下是华尔街分析师最喜欢的半导体股票列表，该列表基于对专注于该行业的五只交易所交易基金持有量的深入研究。</blockquote></p><p> The chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.</p><p><blockquote>芯片短缺并不是故事的全部——创新和新业务已经点燃了一些最知名的半导体公司的火焰。从9月底到11月8日，Nvidia Corp.NVDA的股价上涨了49%，而Advanced Micro Devices Inc.AMD的股价上涨了46%。</blockquote></p><p> <b>Industry appears cheaply valued</b></p><p><blockquote><b>行业估值似乎很低</b></blockquote></p><p> The PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.</p><p><blockquote>PHLX半导体指数Soxis被认为是芯片制造商以及制造其使用的设备和系统的公司的基准指数。它由iShares Semiconductor ETFSOXX跟踪，该ETFSOXX持有该指数中的所有30只股票，并按市值加权。</blockquote></p><p> This means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.</p><p><blockquote>这意味着英伟达是最大持股，占投资组合的9.7%，而前五名投资（还包括博通公司AVGO、英特尔公司INTC、高通公司QCOM和德州仪器公司TXN）占35.3%ETF的资产。排名第六的公司AMD占投资组合的4.5%。</blockquote></p><p> SOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&amp;P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, it<i>is</i>unusual for there to be a broad shortage of the industry’s products.</p><p><blockquote>根据FactSet调查的分析师一致预期，SOXX的预期市盈率为20.9，而标普500指数SPXI的预期市盈率为21.7。半导体折价交易并不罕见。然而，它<i>是</i>该行业的产品普遍短缺是不寻常的。</blockquote></p><p> Here’s how SOXX has traded relative to the S&amp;P 500 over the past 10 years:</p><p><blockquote>以下是SOXX过去10年相对于标普500的交易情况：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/565a527c93f3b84b9b58a527627e6aa6\" tg-width=\"700\" tg-height=\"638\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>FACTSET</blockquote></p><p> Underlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.</p><p><blockquote>强调该半导体集团折扣的是，预计该集团将在未来两年内更快地增加销售额和盈利。</blockquote></p><p> Here are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:</p><p><blockquote>以下是根据FactSet调查的分析师的加权共识估计，到2023年销售额和每股收益的预期复合年增长率(CAGR)：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5ebde8ab9420b13a890ecac197154fb9\" tg-width=\"935\" tg-height=\"466\" referrerpolicy=\"no-referrer\">ETF deep dive</p><p><blockquote>ETF深潜</blockquote></p><p> To look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:</p><p><blockquote>为了超越SOXX 30，我们回顾了遵循不同方法的五只ETF，以得出更广泛的初始股票列表：</blockquote></p><p> <ul>  <li>SOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.</li>  <li>The VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.</li>  <li>The SPDR S&amp;P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.</li>  <li>The Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.</li>  <li>The First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.</li> </ul> Together, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.</p><p><blockquote><ul><li>如上所述，SOXX是最大的，总资产为89亿美元，并且按市值加权。它持有业内30家最大的美国上市公司，包括台积电公司（TSM）等外国公司的美国存托凭证（ADR），其上限为投资组合的10%。其年度费用为管理资产的0.43%。</li><li>VanEck Semiconductor ETFSMH拥有69亿美元的资产，市值加权投资组合由25只股票组成，通过包括市值和交易量的评分方法进行选择。它甚至比SOXX更加集中，其前五名持股占投资组合的44.4%，但其不同的权重方案意味着台积电是最大持股，为14.5%。其费用率为0.35%。</li><li>FactSet的数据显示，SPDR S&amp;P Semiconductor ETFXSDH拥有14亿美元的资产，修改后的等权重为40只股票，“使其投资组合远离大型知名公司，转向规模较小的成长型公司”。其费用率为0.35%。</li><li>Invesco Dynamic Semiconductors ETFPSI也倾向于规模较小的公司，其修改后的等权重为8.6亿美元的投资组合由30只股票组成，每季度重组一次。其费用率为0.56%。</li><li>FactSet的数据显示，第一信托纳斯达克半导体ETFFTXL拥有9500万美元的资产，持有30只在美国上市的流动性最强的半导体股票，“根据与价值、波动性和增长相关的因素进行加权”。其最大持股是Synaptics Inc.SYNA，占投资组合的8.3%。其费用率为0.60%。</li></ul>剔除重复项后，这五只ETF总共持有65只股票，其中62只股票由FactSet覆盖的至少5名分析师覆盖。</blockquote></p><p> Among the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:</p><p><blockquote>在这62家公司中，有25家公司获得了至少75%的分析师的“买入”或同等评级。其中只有10只由SOXX持有，所有5只ETF仅持有3只（包括Nvidia）。以下是根据共识价格目标按隐含的12个月上涨空间进行排名：</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/c56961b72468eebe8eb44b9710295512\" tg-width=\"879\" tg-height=\"644\" referrerpolicy=\"no-referrer\">As you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.</p><p><blockquote>正如您在表格中看到的，一些股票尽管受到好评，但已经超出了一年的价格目标。英伟达就是一个很好的例子。为什么这么多分析师认为该股过热，但仍将其评级为买入？因为他们着眼于12个月目标之外的几年。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/these-25-semiconductor-stocks-could-rise-as-much-as-43-with-chips-in-short-supply-11636476231?mod=home-page\">Marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/these-25-semiconductor-stocks-could-rise-as-much-as-43-with-chips-in-short-supply-11636476231?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122480121","content_text":"Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.\nBelow is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.\nThe chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.\nIndustry appears cheaply valued\nThe PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.\nThis means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.\nSOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, itisunusual for there to be a broad shortage of the industry’s products.\nHere’s how SOXX has traded relative to the S&P 500 over the past 10 years:\nFACTSET\nUnderlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.\nHere are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:\nETF deep dive\nTo look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:\n\nSOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.\nThe VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.\nThe SPDR S&P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.\nThe Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.\nThe First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.\n\nTogether, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.\nAmong the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:\nAs you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846846993,"gmtCreate":1636075036522,"gmtModify":1636075036782,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846846993","repostId":"1155962755","repostType":2,"isVote":1,"tweetType":1,"viewCount":3376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854434257,"gmtCreate":1635472766725,"gmtModify":1635472767021,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Agreed&nbsp;","listText":"Agreed&nbsp;","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/854434257","repostId":"2179291720","repostType":4,"repost":{"id":"2179291720","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1635460215,"share":"https://www.laohu8.com/m/news/2179291720?lang=zh_CN&edition=full","pubTime":"2021-10-29 06:30","market":"us","language":"en","title":"Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2179291720","media":"Benzinga","summary":"Apple, Inc. (NASDAQ: AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.","content":"<p><b>Apple, Inc. </b>(NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending&nbsp;shares lower in after-hours trading.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）公布的第四季度收益好坏参半，导致股价在盘后交易中走低。</blockquote></p><p> <b>The Apple Analyst: </b> Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.</p><p><blockquote><b>苹果分析师：</b>Wedbush分析师Daniel Ives维持跑赢大盘评级和185美元的目标价。</blockquote></p><p> <b>The Apple Thesis: </b> Apple's fourth-quarter revenues of $83.4 billion&nbsp;missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.</p><p><blockquote><b>苹果论文：</b>苹果第四季度营收为834亿美元，低于市场普遍预期，iPhone营收为389亿美元，低于市场普遍预期的413亿美元。</blockquote></p><p> With the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't&nbsp;immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.</p><p><blockquote>Ives表示，随着“供应链乌云”影响到每个行业，苹果的业绩表明该公司也不能幸免。他补充说，供应链限制对收入（主要是iPhone）产生了约60亿美元的负面影响。</blockquote></p><p> Every other product category, including the key Services segment, came in ahead of Wedbush's expectations.</p><p><blockquote>所有其他产品类别，包括关键服务部门，都超出了韦德布什的预期。</blockquote></p><p> \"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.</p><p><blockquote>艾夫斯在报告中写道：“最终是供应链导致了本季度iPhone 13派对的崩溃，并将成为12月份季度的悬而未决的问题。”</blockquote></p><p> The analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.</p><p><blockquote>不过，这位分析师表示，他认为这只是暂时的，不会影响他对苹果2022年市值将达到3万亿美元的长期看涨观点。</blockquote></p><p> Overall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.</p><p><blockquote>该分析师表示，全球总体需求强劲。他补充说，如果消费者需求保持这种速度，苹果在假期期间将面临iPhone 13的严重短缺。这纯粹是供应链问题，而不是iPhone的需求问题。</blockquote></p><p> Wedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.</p><p><blockquote>鉴于Wedbush对苹果2022年需求前景的乐观看法，他将任何抛售视为黄金买入机会。</blockquote></p><p> <b>AAPL Price Action: </b> In after-hours trading, Apple shares fell 3.53% to $147.19.</p><p><blockquote><b>AAPL价格走势：</b>盘后交易中，苹果股价下跌3.53%，报147.19美元。</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>Analyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nAnalyst Says Apple's Supply Chain That Crashed The iPhone Party Is 'Transitory,' Views Sell-Off As 'Golden Buying Opportunity'<blockquote>分析师表示，导致iPhone派对崩溃的苹果供应链是“暂时的”，将抛售视为“黄金买入机会”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-10-29 06:30</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Apple, Inc. </b>(NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending&nbsp;shares lower in after-hours trading.</p><p><blockquote><b>苹果公司。</b>（纳斯达克：AAPL）公布的第四季度收益好坏参半，导致股价在盘后交易中走低。</blockquote></p><p> <b>The Apple Analyst: </b> Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.</p><p><blockquote><b>苹果分析师：</b>Wedbush分析师Daniel Ives维持跑赢大盘评级和185美元的目标价。</blockquote></p><p> <b>The Apple Thesis: </b> Apple's fourth-quarter revenues of $83.4 billion&nbsp;missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.</p><p><blockquote><b>苹果论文：</b>苹果第四季度营收为834亿美元，低于市场普遍预期，iPhone营收为389亿美元，低于市场普遍预期的413亿美元。</blockquote></p><p> With the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't&nbsp;immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.</p><p><blockquote>Ives表示，随着“供应链乌云”影响到每个行业，苹果的业绩表明该公司也不能幸免。他补充说，供应链限制对收入（主要是iPhone）产生了约60亿美元的负面影响。</blockquote></p><p> Every other product category, including the key Services segment, came in ahead of Wedbush's expectations.</p><p><blockquote>所有其他产品类别，包括关键服务部门，都超出了韦德布什的预期。</blockquote></p><p> \"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.</p><p><blockquote>艾夫斯在报告中写道：“最终是供应链导致了本季度iPhone 13派对的崩溃，并将成为12月份季度的悬而未决的问题。”</blockquote></p><p> The analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.</p><p><blockquote>不过，这位分析师表示，他认为这只是暂时的，不会影响他对苹果2022年市值将达到3万亿美元的长期看涨观点。</blockquote></p><p> Overall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.</p><p><blockquote>该分析师表示，全球总体需求强劲。他补充说，如果消费者需求保持这种速度，苹果在假期期间将面临iPhone 13的严重短缺。这纯粹是供应链问题，而不是iPhone的需求问题。</blockquote></p><p> Wedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.</p><p><blockquote>鉴于Wedbush对苹果2022年需求前景的乐观看法，他将任何抛售视为黄金买入机会。</blockquote></p><p> <b>AAPL Price Action: </b> In after-hours trading, Apple shares fell 3.53% to $147.19.</p><p><blockquote><b>AAPL价格走势：</b>盘后交易中，苹果股价下跌3.53%，报147.19美元。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179291720","content_text":"Apple, Inc. (NASDAQ:AAPL) reported mixed fourth-quarter earnings, sending shares lower in after-hours trading.\nThe Apple Analyst:  Wedbush analyst Daniel Ives maintained an Outperform rating and $185 price target.\nThe Apple Thesis:  Apple's fourth-quarter revenues of $83.4 billion missed the consensus estimate, with iPhone revenues of $38.9 billion trailing the consensus estimate of $41.3 billion.\nWith the \"supply chain black cloud\" impacting every sector, Ives said Apple's results showed the company isn't immune either. Supply chain constraint negatively impacted revenues, mainly that of iPhones, by about $6 billion, he added.\nEvery other product category, including the key Services segment, came in ahead of Wedbush's expectations.\n\"Ultimately it was supply chain that crashed the iPhone 13 party this quarter and will be an overhang into the December quarter,\" Ives wrote in the note.\nThe analyst, however, said he views this as transitory and it will in no way impact his long-term bullish view of Apple heading to a $3 trillion market cap in 2022.\nOverall demand has been robust globally, the analyst said. Apple will be running into a major iPhone 13 unit shortage for the holiday season if consumer demand keeps up at this pace, he added. This is purely a supply chain issue and not a demand issue for iPhones.\nWedbush views any sell-off as a golden buying opportunity, given its robust view of Apple's demand story into 2022.\nAAPL Price Action:  In after-hours trading, Apple shares fell 3.53% to $147.19.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852037072,"gmtCreate":1635221515442,"gmtModify":1635221515650,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852037072","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822190071,"gmtCreate":1634098138203,"gmtModify":1634098138429,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Good article 👍","listText":"Good article 👍","text":"Good article 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822190071","repostId":"1158468432","repostType":4,"repost":{"id":"1158468432","kind":"news","pubTimestamp":1634092507,"share":"https://www.laohu8.com/m/news/1158468432?lang=zh_CN&edition=full","pubTime":"2021-10-13 10:35","market":"us","language":"en","title":"Stock jumps as Wilsonville battery maker ESS begins trading on Wall Street, reversing wobbly debut<blockquote>威尔逊维尔电池制造商ESS开始在华尔街交易，扭转了首次亮相的不稳定局面，股价上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158468432","media":"oregonlive","summary":"ESS Tech, a small Wilsonville battery manufacturer, made an emphatic debut on Wall Street as a sudde","content":"<p>ESS Tech, a small Wilsonville battery manufacturer, made an emphatic debut on Wall Street as a sudden spate of investor enthusiasm overcame a difficult week for the company.</p><p><blockquote>威尔逊维尔小型电池制造商ESS Tech在华尔街首次亮相，投资者的热情突如其来，克服了该公司艰难的一周。</blockquote></p><p> Shares jumped 27%, $2.22, to close at $10.43 after trading began Monday on the New York Stock Exchange. The stock trades under the ticker symbol GWH (a nod to “gigawatt hour,” 1 billion watt hours of electricity).</p><p><blockquote>纽约证券交易所周一开始交易后，股价上涨27%，至2.22美元，收于10.43美元。该股票的股票代码为GWH（指“吉瓦时”，即10亿瓦时的电力）。</blockquote></p><p> ESS makes iron-based batteries that it says will enable clean electricity generators, like solar and wind farms, to store their energy. Energy storage for clean power is an essential element of any move away from fossil fuels.</p><p><blockquote>ESS生产铁基电池，据称这将使太阳能和风力发电场等清洁发电机能够储存能量。清洁能源的储能是摆脱化石燃料的基本要素。</blockquote></p><p> The clean energy company&nbsp;had planned to raise $465 million&nbsp;by merging with a publicly traded investment fund, known as a special purpose acquisition company, or SPAC. But most of the SPAC’s investors opted out of the deal last week, choosing to cash out their shares instead.</p><p><blockquote>这家清洁能源公司曾计划通过与一家上市投资基金（称为特殊目的收购公司（SPAC））合并来筹集4.65亿美元。但SPAC的大多数投资者上周选择退出这笔交易，而是选择套现他们的股票。</blockquote></p><p> The result was that ESS raised just $308 million in Monday’s deal. That’s still a hefty sum for a small company, which employs only 165, but had suggested investors were glum about ESS’ prospects.</p><p><blockquote>结果是ESS在周一的交易中仅筹集了3.08亿美元。对于一家只有165名员工的小公司来说，这仍然是一笔巨款，但这表明投资者对ESS的前景感到悲观。</blockquote></p><p> Trading started off slow Monday morning, with the stock edging up around 2%. Shares then began a sudden, upward climb around 10:30 a.m. Pacific time.</p><p><blockquote>周一上午交易开始缓慢，该股小幅上涨约2%。随后，太平洋时间上午10:30左右，股价开始突然上涨。</blockquote></p><p> It’s not clear what ignited the stock’s rally, but at 10:12 a.m.CNBC posted a flattering articleabout ESS, with a headline touting it as a “Bill Gates-backed” company. (Gates’ clean energy fund, Breakthrough Energy Ventures, is among ESS’ investors.)</p><p><blockquote>目前尚不清楚是什么引发了该股的上涨，但上午10点12分，CNBC发布了一篇关于ESS的恭维文章，标题将其吹捧为一家“比尔·盖茨支持”的公司。（盖茨的清洁能源基金Breakthrough Energy Ventures是ESS的投资者之一。）</blockquote></p><p> The article described ESS’ battery technology in detail but didn’t note that most of the SPAC investors walked away from the deal last week.</p><p><blockquote>这篇文章详细描述了ESS的电池技术，但没有指出大多数SPAC投资者上周放弃了这笔交易。</blockquote></p><p> Regardless, ESS suddenly has a high profile among clean-energy investors and a rising stock price – which could aid the company if it seeks more capital in the future.</p><p><blockquote>无论如何，ESS突然在清洁能源投资者中获得了很高的知名度，股价也在上涨——如果该公司未来寻求更多资本，这可能会对该公司有所帮助。</blockquote></p><p> “The proceeds from this transaction will enable us to scale our operations to meet the growing global demand for a product that the world needs today to support the transition to clean, renewable energy,” CEO Eric Dresselhuys said in a written statement Monday.</p><p><blockquote>首席执行官Eric Dresselhuys在周一的一份书面声明中表示：“此次交易的收益将使我们能够扩大业务规模，以满足全球对当今世界支持向清洁可再生能源过渡所需的产品不断增长的需求。”</blockquote></p><p> ESS said it plans to spend its new capital to expand manufacturing and its sales operation, for research and to bolster its balance sheet.</p><p><blockquote>ESS表示，计划将新资本用于扩大制造和销售业务、研究和增强资产负债表。</blockquote></p><p> ESS had originally anticipated a $1.1 billion market value; the company said it will be at least a month before it has an accurate valuation following its listing, “because of the arcane rules around a company going public, plus delays in determining an accurate valuation due to timing of” private investment registrations.</p><p><blockquote>ESS最初预计市值为11亿美元；该公司表示，上市后至少需要一个月的时间才能获得准确的估值，“因为围绕公司上市的规则很模糊，而且由于私人投资登记的时机而导致确定准确估值的延迟”。</blockquote></p><p> Over the past two weeks, ESS has announced deals to provide its batteries to two large energy companies — Enel Green Power, in Spain, and SoftBank subsidiary SB Energy. The explosive growth the Wilsonville company has promised to investors, though, is far from assured.</p><p><blockquote>过去两周，ESS宣布了向两家大型能源公司——西班牙Enel Green Power和软银子公司SB Energy提供电池的交易。然而，威尔逊维尔公司向投资者承诺的爆炸性增长远未得到保证。</blockquote></p><p> ESS is still proving out demand for its products. The company forecasts just $2 million in sales this year but projects revenue will leap to $37 million next year, $300 million in 2023 and an astronomical $3.6 billion in 2027.</p><p><blockquote>ESS仍在证明对其产品的需求。该公司预计今年的销售额仅为200万美元，但预计明年收入将跃升至3700万美元，2023年将达到3亿美元，2027年将达到天文数字的36亿美元。</blockquote></p><p> That’s all speculation at this point. Most small companies with soaring ambitions pitch bullish forecasts to venture capitalists or other large, private investors.</p><p><blockquote>目前这都是猜测。大多数雄心勃勃的小公司都会向风险资本家或其他大型私人投资者推销看涨的预测。</blockquote></p><p> But SPACs have given young companies a path to pursue their lofty dreams on the public markets.</p><p><blockquote>但SPAC为年轻公司提供了一条在公开市场上追求崇高梦想的道路。</blockquote></p><p> Here’s how SPACs work: Investors pool their money in a blank-check fund, the SPAC, and obtain a listing on a Wall Street exchange. The SPAC then merges with a private business, providing investment capital and a ready-made stock listing to the business.</p><p><blockquote>SPAC的运作方式如下：投资者将资金集中在空白支票基金SPAC中，并在华尔街交易所上市。然后，SPAC与一家私营企业合并，为该企业提供投资资本和现成的股票上市。</blockquote></p><p> ESS combined with a SPAC called ACON S2 Acquisition Corp. ACON shares were trading around $10 before it announced its deal with ESS last May.</p><p><blockquote>ESS与一家名为ACON S2 Acquisition Corp的SPAC合并。在去年5月宣布与ESS达成交易之前，ACON股价约为10美元。</blockquote></p><p> ACON investors had the option of redeeming their shares at $10 apiece rather than taking shares of ESS. And most ACON shareholders did that last week, taking $208 million out of the transaction and triggering a 16%, one-day drop in ACON’s share price.</p><p><blockquote>ACON投资者可以选择以每股10美元的价格赎回其股票，而不是购买ESS的股票。大多数ACON股东上周都这样做了，从交易中撤出了2.08亿美元，导致ACON股价单日下跌16%。</blockquote></p><p> That’s the stock listing ESS inherited Monday, when it completed the transaction.</p><p><blockquote>这是ESS周一完成交易时继承的上市股票。</blockquote></p><p> If the SPAC process was a disappointment, though, the deal held together thanks to $250 million in private backing from investment funds and energy companies. That made up the bulk of the sum ESS raised by going public.</p><p><blockquote>不过，如果SPAC进程令人失望，那么由于投资基金和能源公司提供了2.5亿美元的私人支持，这笔交易得以维持。这占了ESS通过上市筹集的资金的大部分。</blockquote></p><p></p>","source":"lsy1634092569661","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>Stock jumps as Wilsonville battery maker ESS begins trading on Wall Street, reversing wobbly debut<blockquote>威尔逊维尔电池制造商ESS开始在华尔街交易，扭转了首次亮相的不稳定局面，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\">\nStock jumps as Wilsonville battery maker ESS begins trading on Wall Street, reversing wobbly debut<blockquote>威尔逊维尔电池制造商ESS开始在华尔街交易，扭转了首次亮相的不稳定局面，股价上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">oregonlive</strong><span class=\"h-time small\">2021-10-13 10:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p>ESS Tech, a small Wilsonville battery manufacturer, made an emphatic debut on Wall Street as a sudden spate of investor enthusiasm overcame a difficult week for the company.</p><p><blockquote>威尔逊维尔小型电池制造商ESS Tech在华尔街首次亮相，投资者的热情突如其来，克服了该公司艰难的一周。</blockquote></p><p> Shares jumped 27%, $2.22, to close at $10.43 after trading began Monday on the New York Stock Exchange. The stock trades under the ticker symbol GWH (a nod to “gigawatt hour,” 1 billion watt hours of electricity).</p><p><blockquote>纽约证券交易所周一开始交易后，股价上涨27%，至2.22美元，收于10.43美元。该股票的股票代码为GWH（指“吉瓦时”，即10亿瓦时的电力）。</blockquote></p><p> ESS makes iron-based batteries that it says will enable clean electricity generators, like solar and wind farms, to store their energy. Energy storage for clean power is an essential element of any move away from fossil fuels.</p><p><blockquote>ESS生产铁基电池，据称这将使太阳能和风力发电场等清洁发电机能够储存能量。清洁能源的储能是摆脱化石燃料的基本要素。</blockquote></p><p> The clean energy company&nbsp;had planned to raise $465 million&nbsp;by merging with a publicly traded investment fund, known as a special purpose acquisition company, or SPAC. But most of the SPAC’s investors opted out of the deal last week, choosing to cash out their shares instead.</p><p><blockquote>这家清洁能源公司曾计划通过与一家上市投资基金（称为特殊目的收购公司（SPAC））合并来筹集4.65亿美元。但SPAC的大多数投资者上周选择退出这笔交易，而是选择套现他们的股票。</blockquote></p><p> The result was that ESS raised just $308 million in Monday’s deal. That’s still a hefty sum for a small company, which employs only 165, but had suggested investors were glum about ESS’ prospects.</p><p><blockquote>结果是ESS在周一的交易中仅筹集了3.08亿美元。对于一家只有165名员工的小公司来说，这仍然是一笔巨款，但这表明投资者对ESS的前景感到悲观。</blockquote></p><p> Trading started off slow Monday morning, with the stock edging up around 2%. Shares then began a sudden, upward climb around 10:30 a.m. Pacific time.</p><p><blockquote>周一上午交易开始缓慢，该股小幅上涨约2%。随后，太平洋时间上午10:30左右，股价开始突然上涨。</blockquote></p><p> It’s not clear what ignited the stock’s rally, but at 10:12 a.m.CNBC posted a flattering articleabout ESS, with a headline touting it as a “Bill Gates-backed” company. (Gates’ clean energy fund, Breakthrough Energy Ventures, is among ESS’ investors.)</p><p><blockquote>目前尚不清楚是什么引发了该股的上涨，但上午10点12分，CNBC发布了一篇关于ESS的恭维文章，标题将其吹捧为一家“比尔·盖茨支持”的公司。（盖茨的清洁能源基金Breakthrough Energy Ventures是ESS的投资者之一。）</blockquote></p><p> The article described ESS’ battery technology in detail but didn’t note that most of the SPAC investors walked away from the deal last week.</p><p><blockquote>这篇文章详细描述了ESS的电池技术，但没有指出大多数SPAC投资者上周放弃了这笔交易。</blockquote></p><p> Regardless, ESS suddenly has a high profile among clean-energy investors and a rising stock price – which could aid the company if it seeks more capital in the future.</p><p><blockquote>无论如何，ESS突然在清洁能源投资者中获得了很高的知名度，股价也在上涨——如果该公司未来寻求更多资本，这可能会对该公司有所帮助。</blockquote></p><p> “The proceeds from this transaction will enable us to scale our operations to meet the growing global demand for a product that the world needs today to support the transition to clean, renewable energy,” CEO Eric Dresselhuys said in a written statement Monday.</p><p><blockquote>首席执行官Eric Dresselhuys在周一的一份书面声明中表示：“此次交易的收益将使我们能够扩大业务规模，以满足全球对当今世界支持向清洁可再生能源过渡所需的产品不断增长的需求。”</blockquote></p><p> ESS said it plans to spend its new capital to expand manufacturing and its sales operation, for research and to bolster its balance sheet.</p><p><blockquote>ESS表示，计划将新资本用于扩大制造和销售业务、研究和增强资产负债表。</blockquote></p><p> ESS had originally anticipated a $1.1 billion market value; the company said it will be at least a month before it has an accurate valuation following its listing, “because of the arcane rules around a company going public, plus delays in determining an accurate valuation due to timing of” private investment registrations.</p><p><blockquote>ESS最初预计市值为11亿美元；该公司表示，上市后至少需要一个月的时间才能获得准确的估值，“因为围绕公司上市的规则很模糊，而且由于私人投资登记的时机而导致确定准确估值的延迟”。</blockquote></p><p> Over the past two weeks, ESS has announced deals to provide its batteries to two large energy companies — Enel Green Power, in Spain, and SoftBank subsidiary SB Energy. The explosive growth the Wilsonville company has promised to investors, though, is far from assured.</p><p><blockquote>过去两周，ESS宣布了向两家大型能源公司——西班牙Enel Green Power和软银子公司SB Energy提供电池的交易。然而，威尔逊维尔公司向投资者承诺的爆炸性增长远未得到保证。</blockquote></p><p> ESS is still proving out demand for its products. The company forecasts just $2 million in sales this year but projects revenue will leap to $37 million next year, $300 million in 2023 and an astronomical $3.6 billion in 2027.</p><p><blockquote>ESS仍在证明对其产品的需求。该公司预计今年的销售额仅为200万美元，但预计明年收入将跃升至3700万美元，2023年将达到3亿美元，2027年将达到天文数字的36亿美元。</blockquote></p><p> That’s all speculation at this point. Most small companies with soaring ambitions pitch bullish forecasts to venture capitalists or other large, private investors.</p><p><blockquote>目前这都是猜测。大多数雄心勃勃的小公司都会向风险资本家或其他大型私人投资者推销看涨的预测。</blockquote></p><p> But SPACs have given young companies a path to pursue their lofty dreams on the public markets.</p><p><blockquote>但SPAC为年轻公司提供了一条在公开市场上追求崇高梦想的道路。</blockquote></p><p> Here’s how SPACs work: Investors pool their money in a blank-check fund, the SPAC, and obtain a listing on a Wall Street exchange. The SPAC then merges with a private business, providing investment capital and a ready-made stock listing to the business.</p><p><blockquote>SPAC的运作方式如下：投资者将资金集中在空白支票基金SPAC中，并在华尔街交易所上市。然后，SPAC与一家私营企业合并，为该企业提供投资资本和现成的股票上市。</blockquote></p><p> ESS combined with a SPAC called ACON S2 Acquisition Corp. ACON shares were trading around $10 before it announced its deal with ESS last May.</p><p><blockquote>ESS与一家名为ACON S2 Acquisition Corp的SPAC合并。在去年5月宣布与ESS达成交易之前，ACON股价约为10美元。</blockquote></p><p> ACON investors had the option of redeeming their shares at $10 apiece rather than taking shares of ESS. And most ACON shareholders did that last week, taking $208 million out of the transaction and triggering a 16%, one-day drop in ACON’s share price.</p><p><blockquote>ACON投资者可以选择以每股10美元的价格赎回其股票，而不是购买ESS的股票。大多数ACON股东上周都这样做了，从交易中撤出了2.08亿美元，导致ACON股价单日下跌16%。</blockquote></p><p> That’s the stock listing ESS inherited Monday, when it completed the transaction.</p><p><blockquote>这是ESS周一完成交易时继承的上市股票。</blockquote></p><p> If the SPAC process was a disappointment, though, the deal held together thanks to $250 million in private backing from investment funds and energy companies. That made up the bulk of the sum ESS raised by going public.</p><p><blockquote>不过，如果SPAC进程令人失望，那么由于投资基金和能源公司提供了2.5亿美元的私人支持，这笔交易得以维持。这占了ESS通过上市筹集的资金的大部分。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.oregonlive.com/silicon-forest/2021/10/wilsonville-battery-maker-ess-begins-trading-on-wall-street-but-most-investors-opted-out.html\">oregonlive</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":{"GWH":"ESS Tech Inc."},"source_url":"https://www.oregonlive.com/silicon-forest/2021/10/wilsonville-battery-maker-ess-begins-trading-on-wall-street-but-most-investors-opted-out.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158468432","content_text":"ESS Tech, a small Wilsonville battery manufacturer, made an emphatic debut on Wall Street as a sudden spate of investor enthusiasm overcame a difficult week for the company.\nShares jumped 27%, $2.22, to close at $10.43 after trading began Monday on the New York Stock Exchange. The stock trades under the ticker symbol GWH (a nod to “gigawatt hour,” 1 billion watt hours of electricity).\nESS makes iron-based batteries that it says will enable clean electricity generators, like solar and wind farms, to store their energy. Energy storage for clean power is an essential element of any move away from fossil fuels.\nThe clean energy company had planned to raise $465 million by merging with a publicly traded investment fund, known as a special purpose acquisition company, or SPAC. But most of the SPAC’s investors opted out of the deal last week, choosing to cash out their shares instead.\nThe result was that ESS raised just $308 million in Monday’s deal. That’s still a hefty sum for a small company, which employs only 165, but had suggested investors were glum about ESS’ prospects.\nTrading started off slow Monday morning, with the stock edging up around 2%. Shares then began a sudden, upward climb around 10:30 a.m. Pacific time.\nIt’s not clear what ignited the stock’s rally, but at 10:12 a.m.CNBC posted a flattering articleabout ESS, with a headline touting it as a “Bill Gates-backed” company. (Gates’ clean energy fund, Breakthrough Energy Ventures, is among ESS’ investors.)\nThe article described ESS’ battery technology in detail but didn’t note that most of the SPAC investors walked away from the deal last week.\nRegardless, ESS suddenly has a high profile among clean-energy investors and a rising stock price – which could aid the company if it seeks more capital in the future.\n“The proceeds from this transaction will enable us to scale our operations to meet the growing global demand for a product that the world needs today to support the transition to clean, renewable energy,” CEO Eric Dresselhuys said in a written statement Monday.\nESS said it plans to spend its new capital to expand manufacturing and its sales operation, for research and to bolster its balance sheet.\nESS had originally anticipated a $1.1 billion market value; the company said it will be at least a month before it has an accurate valuation following its listing, “because of the arcane rules around a company going public, plus delays in determining an accurate valuation due to timing of” private investment registrations.\nOver the past two weeks, ESS has announced deals to provide its batteries to two large energy companies — Enel Green Power, in Spain, and SoftBank subsidiary SB Energy. The explosive growth the Wilsonville company has promised to investors, though, is far from assured.\nESS is still proving out demand for its products. The company forecasts just $2 million in sales this year but projects revenue will leap to $37 million next year, $300 million in 2023 and an astronomical $3.6 billion in 2027.\nThat’s all speculation at this point. Most small companies with soaring ambitions pitch bullish forecasts to venture capitalists or other large, private investors.\nBut SPACs have given young companies a path to pursue their lofty dreams on the public markets.\nHere’s how SPACs work: Investors pool their money in a blank-check fund, the SPAC, and obtain a listing on a Wall Street exchange. The SPAC then merges with a private business, providing investment capital and a ready-made stock listing to the business.\nESS combined with a SPAC called ACON S2 Acquisition Corp. ACON shares were trading around $10 before it announced its deal with ESS last May.\nACON investors had the option of redeeming their shares at $10 apiece rather than taking shares of ESS. And most ACON shareholders did that last week, taking $208 million out of the transaction and triggering a 16%, one-day drop in ACON’s share price.\nThat’s the stock listing ESS inherited Monday, when it completed the transaction.\nIf the SPAC process was a disappointment, though, the deal held together thanks to $250 million in private backing from investment funds and energy companies. That made up the bulk of the sum ESS raised by going public.","news_type":1,"symbols_score_info":{"GWH":0.9}},"isVote":1,"tweetType":1,"viewCount":2469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828436885,"gmtCreate":1633933821253,"gmtModify":1633933821365,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828436885","repostId":"1189049020","repostType":4,"repost":{"id":"1189049020","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633920404,"share":"https://www.laohu8.com/m/news/1189049020?lang=zh_CN&edition=full","pubTime":"2021-10-11 10:46","market":"us","language":"en","title":"What To Watch As Third-Quarter Earnings Season Begins?<blockquote>随着第三季度财报季的开始，有什么值得关注的？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189049020","media":"Tiger Newspress","summary":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of m","content":"<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p><p><blockquote>（10月11日）第三季度财报季本周正式启动，主要金融公司将公布业绩。投资者一直在焦急地等待最新财报季的开始，并为第二季度强劲后企业利润增长放缓做好准备。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p><p><blockquote>由于可以轻松地与遭受新冠疫情蹂躏的2020年和强劲的经济增长进行比较，标普500第二季度的盈利和销售额同比增长速度达到了令人瞠目结舌的水平。进入本报告季的预期更为温和，预计盈利同比增长近28%。</blockquote></p><p> If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p><p><blockquote>如果以史为鉴，尽管经济活动放缓，实际表现仍应超过这些较高水平。虽然盈利有必要超出预期，但鉴于当前对经济前景和成本压力的担忧，前瞻性指引至关重要。</blockquote></p><p> <b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p><p><blockquote><b>本周有20家标普500公司计划公布财报，但主要焦点将是金融股，尤其是银行股。</b>FactSet的数据显示，金融股的盈利增长率应该处于中等水平，普遍预期同比增长率为17%。</blockquote></p><p> There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p><p><blockquote>日历上还有一些其他公司，如达美航空(DAL)、达美乐披萨(DPZ)、台积电公司(TSM)。</blockquote></p><p> <b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p><p><blockquote><b>本季度，所有公司都将密切关注成本上升的影响以及转嫁更高价格以保护利润率的能力。</b>劳动力成本将成为企业的阻力，9月份平均时薪同比增长4.6%。抵消劳动力成本上升的是，公司只重新雇用了新冠疫情封锁期间失去的78%的工作岗位。较高的商品成本也将对大多数公司的盈利能力产生负面影响。大宗商品价格的上涨不仅仅是石油，但举个例子，油价的大幅上涨对许多非能源公司的成本产生了负面影响。能源行业在2020年第三季度出现亏损，但预计销售额增长53%说明了油价反弹的故事。</blockquote></p><p> <b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p><p><blockquote><b>供应链中断仍然是本财报季的一个重大问题。</b>这些中断既增加了大多数公司的成本，也导致无法获得消费者所需商品的公司销售损失。到本报告季结束时，运输成本增加几乎肯定会成为人们熟悉的现象。最终，强劲的需求和生产率的提高应该会克服所有这些挑战，并使第三季度的实际业绩超出预期。</blockquote></p><p> <b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p><p><blockquote><b>除了收益之外，国会还达成了一项协议，将债务上限提高到足以将债务上限至少推迟到12月3日。</b>回想一下，此前，国会能够通过一项短期预算决议，以避免政府在此之前关闭。这一临时措施应该会让控制联邦政府所有三个分支的民主党有足够的时间通过和解单方面提高债务上限。随着债务上限危机在12月之前得以避免，国会现在将重新专注于谈判巨额税收和支出法案。</blockquote></p><p> <b>Earnings calendar</b></p><p><blockquote><b>盈利日历</b></blockquote></p><p> <ul>  <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>  <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>  <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>  <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>  <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li> </ul></p><p><blockquote><ul><li><b>星期一：</b>没有计划发布值得注意的报告</li><li><b>星期二：</b> <a href=\"https://laohu8.com/S/FAST\">紧固件</a>开市前</li><li><b>星期三：</b> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>,<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>, <a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>,<a href=\"https://laohu8.com/S/DAL\">达美航空</a>开市前</li><li><b>星期四：</b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>,<a href=\"https://laohu8.com/S/DPZ\">达美乐披萨</a>,<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>、进步公司(PGR)、联合健康集团(UNH)、美国合众银行(USB)、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>,<a href=\"https://laohu8.com/S/C\">花旗集团</a>开市前；<a href=\"https://laohu8.com/S/AA\">美国铝业</a>收市后</li><li><b>星期五：</b> <a href=\"https://laohu8.com/S/PNC\">PNC金融服务集团公司</a>,<a href=\"https://laohu8.com/S/TFC\">Truist金融公司</a>,<a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>，该<a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>,<a href=\"https://laohu8.com/S/GS\">高盛</a>开市前</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p><p><blockquote>（10月11日）第三季度财报季本周正式启动，主要金融公司将公布业绩。投资者一直在焦急地等待最新财报季的开始，并为第二季度强劲后企业利润增长放缓做好准备。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p><p><blockquote>由于可以轻松地与遭受新冠疫情蹂躏的2020年和强劲的经济增长进行比较，标普500第二季度的盈利和销售额同比增长速度达到了令人瞠目结舌的水平。进入本报告季的预期更为温和，预计盈利同比增长近28%。</blockquote></p><p> If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p><p><blockquote>如果以史为鉴，尽管经济活动放缓，实际表现仍应超过这些较高水平。虽然盈利有必要超出预期，但鉴于当前对经济前景和成本压力的担忧，前瞻性指引至关重要。</blockquote></p><p> <b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p><p><blockquote><b>本周有20家标普500公司计划公布财报，但主要焦点将是金融股，尤其是银行股。</b>FactSet的数据显示，金融股的盈利增长率应该处于中等水平，普遍预期同比增长率为17%。</blockquote></p><p> There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p><p><blockquote>日历上还有一些其他公司，如达美航空(DAL)、达美乐披萨(DPZ)、台积电公司(TSM)。</blockquote></p><p> <b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p><p><blockquote><b>本季度，所有公司都将密切关注成本上升的影响以及转嫁更高价格以保护利润率的能力。</b>劳动力成本将成为企业的阻力，9月份平均时薪同比增长4.6%。抵消劳动力成本上升的是，公司只重新雇用了新冠疫情封锁期间失去的78%的工作岗位。较高的商品成本也将对大多数公司的盈利能力产生负面影响。大宗商品价格的上涨不仅仅是石油，但举个例子，油价的大幅上涨对许多非能源公司的成本产生了负面影响。能源行业在2020年第三季度出现亏损，但预计销售额增长53%说明了油价反弹的故事。</blockquote></p><p> <b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p><p><blockquote><b>供应链中断仍然是本财报季的一个重大问题。</b>这些中断既增加了大多数公司的成本，也导致无法获得消费者所需商品的公司销售损失。到本报告季结束时，运输成本增加几乎肯定会成为人们熟悉的现象。最终，强劲的需求和生产率的提高应该会克服所有这些挑战，并使第三季度的实际业绩超出预期。</blockquote></p><p> <b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p><p><blockquote><b>除了收益之外，国会还达成了一项协议，将债务上限提高到足以将债务上限至少推迟到12月3日。</b>回想一下，此前，国会能够通过一项短期预算决议，以避免政府在此之前关闭。这一临时措施应该会让控制联邦政府所有三个分支的民主党有足够的时间通过和解单方面提高债务上限。随着债务上限危机在12月之前得以避免，国会现在将重新专注于谈判巨额税收和支出法案。</blockquote></p><p> <b>Earnings calendar</b></p><p><blockquote><b>盈利日历</b></blockquote></p><p> <ul>  <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>  <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>  <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>  <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>  <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li> </ul></p><p><blockquote><ul><li><b>星期一：</b>没有计划发布值得注意的报告</li><li><b>星期二：</b> <a href=\"https://laohu8.com/S/FAST\">紧固件</a>开市前</li><li><b>星期三：</b> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>,<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>, <a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>,<a href=\"https://laohu8.com/S/DAL\">达美航空</a>开市前</li><li><b>星期四：</b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>,<a href=\"https://laohu8.com/S/DPZ\">达美乐披萨</a>,<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>、进步公司(PGR)、联合健康集团(UNH)、美国合众银行(USB)、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>,<a href=\"https://laohu8.com/S/C\">花旗集团</a>开市前；<a href=\"https://laohu8.com/S/AA\">美国铝业</a>收市后</li><li><b>星期五：</b> <a href=\"https://laohu8.com/S/PNC\">PNC金融服务集团公司</a>,<a href=\"https://laohu8.com/S/TFC\">Truist金融公司</a>,<a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>，该<a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>,<a href=\"https://laohu8.com/S/GS\">高盛</a>开市前</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189049020","content_text":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\n\nThe pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.\nIf history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.\nThere are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.\nThere are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. \nThis season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies. Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.\nSupply chain disruptions remain a significant issue for this earnings season. These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.\nAside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least. Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Fastenal before market open\nWednesday: JPMorgan Chase, BlackRock, First Republic Bank , Delta Air Lines before market open\nThursday: Bank of America , Domino's Pizza , Walgreens Boots Alliance , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo, Morgan Stanley, Citigroup before market open; Alcoa after market close\nFriday: PNC Financial Services Group Inc, Truist Financial Corp, Coinbase Global, Inc., The Charles Schwab, Goldman Sachs before market open","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861314803,"gmtCreate":1632456929402,"gmtModify":1632465498210,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861314803","repostId":"2169622256","repostType":4,"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869138193,"gmtCreate":1632265962412,"gmtModify":1632801707857,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice 👍&nbsp;","listText":"Nice 👍&nbsp;","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869138193","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816757591,"gmtCreate":1630538450813,"gmtModify":1632474306698,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article thanks for sharing&nbsp;","listText":"Nice article thanks for sharing&nbsp;","text":"Nice article thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/816757591","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809458149,"gmtCreate":1627389280481,"gmtModify":1633765492735,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Good article, the views are very insightful&nbsp;","listText":"Good article, the views are very insightful&nbsp;","text":"Good article, the views are very insightful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/809458149","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800853931,"gmtCreate":1627292605123,"gmtModify":1633766452246,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800853931","repostId":"1143918501","repostType":4,"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800850636,"gmtCreate":1627292561125,"gmtModify":1633766453411,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Agreed this is a buy on dips stock&nbsp;","listText":"Agreed this is a buy on dips stock&nbsp;","text":"Agreed this is a buy on dips stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800850636","repostId":"1175486195","repostType":4,"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177054253,"gmtCreate":1627171753272,"gmtModify":1633767568340,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Awesome article, thanks for sharing 🙏","listText":"Awesome article, thanks for sharing 🙏","text":"Awesome article, thanks for sharing 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177054253","repostId":"2153388319","repostType":4,"repost":{"id":"2153388319","kind":"highlight","pubTimestamp":1627088419,"share":"https://www.laohu8.com/m/news/2153388319?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:00","market":"us","language":"en","title":"Here are Wall Street's favorite big tech stocks as the Nasdaq closes in on another milestone<blockquote>随着纳斯达克接近另一个里程碑，以下是华尔街最受欢迎的大型科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153388319","media":"MarketWatch","summary":"As the Nasdaq Composite Index nears 15,000, analysts see upside for Activision Blizzard, Netflix and","content":"<p>As the Nasdaq Composite Index nears 15,000, analysts see upside for Activision Blizzard, Netflix and Baidu, among others</p><p><blockquote>随着纳斯达克综合指数接近15,000点，分析师认为动视暴雪、Netflix和百度等公司还有上涨空间</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c007522d36ee30fcaeab059a92a280e\" tg-width=\"700\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Some 88% of analysts rate Activision Blizzard \"buy,\" and their consensus price target is 27% above the stock's closing price July 23. (Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>约88%的分析师将动视暴雪评级为“买入”，他们的一致目标价比该股7月23日的收盘价高出27%。（盖蒂图片社）</span></p></blockquote></p><p> All three of the major U.S. stock indexes hit records Friday, and the Nasdaq Composite Index might reach its next milestone -- 15,000 -- next week.</p><p><blockquote>美国三大股指周五均创下历史新高，纳斯达克综合指数下周可能会达到下一个里程碑——15,000点。</blockquote></p><p> Below is a list of stocks whose gains have powered the Nasdaq Composite Index's gains this year, along with another list of analysts' favorite stocks among the Nasdaq-100 Index .</p><p><blockquote>以下是今年以来推动纳斯达克综合指数上涨的股票列表，以及纳斯达克100指数中分析师最喜欢的股票列表。</blockquote></p><p> Here's a summary of Friday's action:</p><p><blockquote>以下是周五行动的摘要：</blockquote></p><p> (Note: All price changes in this article exclude dividends.)</p><p><blockquote>（注：本文中的所有价格变化均不包括股息。）</blockquote></p><p> <b>Nasdaq-100 winners for 2021</b></p><p><blockquote><b>2021年纳斯达克100指数获奖者</b></blockquote></p><p> The Nasdaq-100 Index is made up of the 100 largest non-financial companies by market capitalization in the full Nasdaq Composite Index. It is reconstituted each year in December. Both indexes are weighted by market cap, and the Nasdaq-100's market cap of $17.21 trillion is about 73% of the full index. So most of the full Nasdaq's performance is represented by the Nasdaq-100, which is tracked by the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a>.</p><p><blockquote>纳斯达克100指数由整个纳斯达克综合指数中市值最大的100家非金融公司组成。它在每年12月重组。两个指数均按市值加权，纳斯达克100指数17.21万亿美元的市值约占整个指数的73%。因此，整个纳斯达克的大部分表现都由景顺QQQ信托追踪的纳斯达克100指数代表<a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a>.</blockquote></p><p> Here are the 10 stocks among the Nasdaq-100 that have risen the most during 2021 through July 23:</p><p><blockquote>以下是2021年至7月23日期间纳斯达克100指数中涨幅最大的10只股票：</blockquote></p><p> <table>  <tbody>   <tr>    <td>Company</td>    <td>Price change -- 2021</td>    <td>Price change -- July 23</td>    <td>52-week high</td>    <td>Date of 52-week high</td>    <td>Decline from 52-week high</td>   </tr>   <tr>    <td>Moderna Inc. MRNA</td>    <td>233.9%</td>    <td>7.8%</td>    <td>$349.45</td>    <td>07/23/2021</td>    <td>-0.2%</td>   </tr>   <tr>    <td>Applied Materials Inc. AMAT</td>    <td>60.4%</td>    <td>0.9%</td>    <td>$146.00</td>    <td>04/05/2021</td>    <td>-5.2%</td>   </tr>   <tr>    <td>Alphabet Inc. Class C GOOG</td>    <td>57.3%</td>    <td>3.4%</td>    <td>$2,776.17</td>    <td>07/23/2021</td>    <td>-0.7%</td>   </tr>   <tr>    <td>ASML Holding NV ADR ASML</td>    <td>53.4%</td>    <td>2.5%</td>    <td>$756.78</td>    <td>07/23/2021</td>    <td>-1.1%</td>   </tr>   <tr>    <td>Alphabet Inc. Class A GOOGL</td>    <td>51.8%</td>    <td>3.6%</td>    <td>$2,667.98</td>    <td>07/23/2021</td>    <td>-0.3%</td>   </tr>   <tr>    <td>Nvidia Corp.</td>    <td>49.8%</td>    <td>-0.2%</td>    <td>$208.75</td>    <td>07/07/2021</td>    <td>-6.3%</td>   </tr>   <tr>    <td>EBay Inc. EBAY</td>    <td>46.3%</td>    <td>2.1%</td>    <td>$73.77</td>    <td>07/23/2021</td>    <td>-0.3%</td>   </tr>   <tr>    <td>Intuit Inc. INTU</td>    <td>39.1%</td>    <td>1.4%</td>    <td>$532.33</td>    <td>07/23/2021</td>    <td>-0.7%</td>   </tr>   <tr>    <td>Idexx Laboratories Inc. IDXX</td>    <td>38.8%</td>    <td>1.6%</td>    <td>$696.35</td>    <td>07/23/2021</td>    <td>-0.4%</td>   </tr>   <tr>    <td>DocuSign Inc. DOCU</td>    <td>38.8%</td>    <td>0.2%</td>    <td>$310.51</td>    <td>07/22/2021</td>    <td>-0.6%</td>   </tr>   <tr>    <td>CDW Corp. CDW</td>    <td>37.3%</td>    <td>2.0%</td>    <td>$184.58</td>    <td>04/16/2021</td>    <td>-2.0%</td>   </tr>   <tr>    <td>Source: FactSet</td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>   </tr>  </tbody> </table> Actually, there are 11 stocks on the list because the index includes Alphabet Inc.'s Class C <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Class A (GOOGL) shares.</p><p><blockquote><table><tbody><tr><td>公司</td><td>价格变动--2021</td><td>价格变化——7月23日</td><td>52周高点</td><td>52周高点日期</td><td>较52周高点下跌</td></tr><tr><td>莫德纳公司MRNA</td><td>233.9%</td><td>7.8%</td><td>$349.45</td><td>07/23/2021</td><td>-0.2%</td></tr><tr><td>应用材料公司AMAT</td><td>60.4%</td><td>0.9%</td><td>$146.00</td><td>04/05/2021</td><td>-5.2%</td></tr><tr><td>Alphabet公司C类GOOG</td><td>57.3%</td><td>3.4%</td><td>$2,776.17</td><td>07/23/2021</td><td>-0.7%</td></tr><tr><td>ASML控股NV ADR ASML</td><td>53.4%</td><td>2.5%</td><td>$756.78</td><td>07/23/2021</td><td>-1.1%</td></tr><tr><td>Alphabet A级GOOGL</td><td>51.8%</td><td>3.6%</td><td>$2,667.98</td><td>07/23/2021</td><td>-0.3%</td></tr><tr><td>英伟达公司。</td><td>49.8%</td><td>-0.2%</td><td>$208.75</td><td>07/07/2021</td><td>-6.3%</td></tr><tr><td>EBay公司EBay</td><td>46.3%</td><td>2.1%</td><td>$73.77</td><td>07/23/2021</td><td>-0.3%</td></tr><tr><td>Intuit公司INTU</td><td>39.1%</td><td>1.4%</td><td>$532.33</td><td>07/23/2021</td><td>-0.7%</td></tr><tr><td>Idexx实验室公司IDXX</td><td>38.8%</td><td>1.6%</td><td>$696.35</td><td>07/23/2021</td><td>-0.4%</td></tr><tr><td>DocuSign Inc.DOCU</td><td>38.8%</td><td>0.2%</td><td>$310.51</td><td>07/22/2021</td><td>-0.6%</td></tr><tr><td>CDW公司CDW</td><td>37.3%</td><td>2.0%</td><td>$184.58</td><td>04/16/2021</td><td>-2.0%</td></tr><tr><td>来源：FactSet</td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>事实上，名单上有11只股票，因为该指数包括Alphabet公司的C类股票<a href=\"https://laohu8.com/S/GOOGL\">$（GOOGL）$</a>和A类（GOOGL）股份。</blockquote></p><p> Seven of those stocks hit 52-week highs July 23.</p><p><blockquote>其中7只股票于7月23日触及52周高点。</blockquote></p><p> <b>Wall Street's favorite stocks in the Nasdaq-100</b></p><p><blockquote><b>纳斯达克100指数中华尔街最喜欢的股票</b></blockquote></p><p> Here are the 10 stocks in the Nasdaq-100 with \"buy\" or equivalent ratings among at least 75% of analysts polled by FactSet, with the most 12-month upside potential implied by consensus price targets:</p><p><blockquote>以下是纳斯达克100指数中至少75%的分析师给予“买入”或同等评级的10只股票，共识价格目标暗示了最大的12个月上涨潜力：</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td>Company</td>    <td>Share \"buy\" ratings</td>    <td>Closing price -- July 23</td>    <td>Consensus price target</td>    <td>Implied 12-month upside potential</td>    <td>Price change -- July 23</td>    <td>Price change -- 2021</td>   </tr>   <tr>    <td>Baidu Inc. ADR Class A BIDU</td>    <td>86%</td>    <td>$172.66</td>    <td>$311.92</td>    <td>81%</td>    <td>-3.3%</td>    <td>-20.2%</td>   </tr>   <tr>    <td>Micron Technology Inc. MU</td>    <td>88%</td>    <td>$75.94</td>    <td>$121.25</td>    <td>60%</td>    <td>0.5%</td>    <td>1.0%</td>   </tr>   <tr>    <td>JD.com Inc. ADR Class A JD</td>    <td>91%</td>    <td>$72.29</td>    <td>$98.15</td>    <td>36%</td>    <td>-4.8%</td>    <td>-17.8%</td>   </tr>   <tr>    <td>NetEase Inc. ADR</td>    <td>86%</td>    <td>$103.53</td>    <td>$134.54</td>    <td>30%</td>    <td>-8.0%</td>    <td>8.1%</td>   </tr>   <tr>    <td>Vertex Pharmaceuticals Inc. VRTX</td>    <td>78%</td>    <td>$200.50</td>    <td>$259.71</td>    <td>30%</td>    <td>2.3%</td>    <td>-15.2%</td>   </tr>   <tr>    <td>Microchip Technology Inc. MCHP</td>    <td>76%</td>    <td>$139.22</td>    <td>$177.14</td>    <td>27%</td>    <td>0.6%</td>    <td>0.8%</td>   </tr>   <tr>    <td>Activision Blizzard Inc. ATVI</td>    <td>88%</td>    <td>$91.50</td>    <td>$116.09</td>    <td>27%</td>    <td>1.1%</td>    <td>-1.5%</td>   </tr>   <tr>    <td>Fiserv Inc. FISV</td>    <td>85%</td>    <td>$111.79</td>    <td>$141.27</td>    <td>26%</td>    <td>1.6%</td>    <td>-1.8%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> Inc. MELI</td>    <td>78%</td>    <td>$1,613.81</td>    <td>$2,021.37</td>    <td>25%</td>    <td>1.4%</td>    <td>-3.7%</td>   </tr>   <tr>    <td>Netflix Inc. NFLX</td>    <td>78%</td>    <td>$515.41</td>    <td>$619.67</td>    <td>20%</td>    <td>0.7%</td>    <td>-4.7%</td>   </tr>   <tr>    <td>Source: FactSet</td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>   </tr>  </tbody> </table> Chinese stocks listed in the U.S. took a beating Friday, and you can see from the three on this list (Baidu Inc. (K3SD.SG), JD.com Inc. <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> and NetEase Inc. <a href=\"https://laohu8.com/S/NTES\">$(NTES)$</a>) that this hasn't been a good year for the group. Therese Poletti explained why.</p><p><blockquote><table><tbody><tr><td>公司</td><td>分享“买入”评级</td><td>收盘价——7月23日</td><td>共识价格目标</td><td>隐含的12个月上涨潜力</td><td>价格变化——7月23日</td><td>价格变动--2021</td></tr><tr><td>百度ADR A类BIDU</td><td>86%</td><td>$172.66</td><td>$311.92</td><td>81%</td><td>-3.3%</td><td>-20.2%</td></tr><tr><td>美光科技公司MU</td><td>88%</td><td>$75.94</td><td>$121.25</td><td>60%</td><td>0.5%</td><td>1.0%</td></tr><tr><td>京东ADR A类JD</td><td>91%</td><td>$72.29</td><td>$98.15</td><td>36%</td><td>-4.8%</td><td>-17.8%</td></tr><tr><td>网易公司ADR</td><td>86%</td><td>$103.53</td><td>$134.54</td><td>30%</td><td>-8.0%</td><td>8.1%</td></tr><tr><td>Vertex制药公司VRTX</td><td>78%</td><td>$200.50</td><td>$259.71</td><td>30%</td><td>2.3%</td><td>-15.2%</td></tr><tr><td>微芯科技公司MCHP</td><td>76%</td><td>$139.22</td><td>$177.14</td><td>27%</td><td>0.6%</td><td>0.8%</td></tr><tr><td>动视暴雪公司ATVI</td><td>88%</td><td>$91.50</td><td>$116.09</td><td>27%</td><td>1.1%</td><td>-1.5%</td></tr><tr><td>Fiserv公司FISV</td><td>85%</td><td>$111.79</td><td>$141.27</td><td>26%</td><td>1.6%</td><td>-1.8%</td></tr><tr><td><a href=\"https://laohu8.com/S/MELI\">自由市场</a>公司MELI</td><td>78%</td><td>$1,613.81</td><td>$2,021.37</td><td>25%</td><td>1.4%</td><td>-3.7%</td></tr><tr><td>Netflix公司NFLX</td><td>78%</td><td>$515.41</td><td>$619.67</td><td>20%</td><td>0.7%</td><td>-4.7%</td></tr><tr><td>来源：FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>在美国上市的中国股票周五遭受重创，你可以从这份名单上的三只股票（百度公司（K3SD.SG）、京东公司）中看到。<a href=\"https://laohu8.com/S/JD\">$（京东）$</a>和网易公司。<a href=\"https://laohu8.com/S/NTES\">$（NTES）$</a>）今年对该集团来说并不是一个好年景。特里萨·波莱蒂解释了原因。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are Wall Street's favorite big tech stocks as the Nasdaq closes in on another milestone<blockquote>随着纳斯达克接近另一个里程碑，以下是华尔街最受欢迎的大型科技股</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\">\nHere are Wall Street's favorite big tech stocks as the Nasdaq closes in on another milestone<blockquote>随着纳斯达克接近另一个里程碑，以下是华尔街最受欢迎的大型科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-24 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the Nasdaq Composite Index nears 15,000, analysts see upside for Activision Blizzard, Netflix and Baidu, among others</p><p><blockquote>随着纳斯达克综合指数接近15,000点，分析师认为动视暴雪、Netflix和百度等公司还有上涨空间</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c007522d36ee30fcaeab059a92a280e\" tg-width=\"700\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Some 88% of analysts rate Activision Blizzard \"buy,\" and their consensus price target is 27% above the stock's closing price July 23. (Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>约88%的分析师将动视暴雪评级为“买入”，他们的一致目标价比该股7月23日的收盘价高出27%。（盖蒂图片社）</span></p></blockquote></p><p> All three of the major U.S. stock indexes hit records Friday, and the Nasdaq Composite Index might reach its next milestone -- 15,000 -- next week.</p><p><blockquote>美国三大股指周五均创下历史新高，纳斯达克综合指数下周可能会达到下一个里程碑——15,000点。</blockquote></p><p> Below is a list of stocks whose gains have powered the Nasdaq Composite Index's gains this year, along with another list of analysts' favorite stocks among the Nasdaq-100 Index .</p><p><blockquote>以下是今年以来推动纳斯达克综合指数上涨的股票列表，以及纳斯达克100指数中分析师最喜欢的股票列表。</blockquote></p><p> Here's a summary of Friday's action:</p><p><blockquote>以下是周五行动的摘要：</blockquote></p><p> (Note: All price changes in this article exclude dividends.)</p><p><blockquote>（注：本文中的所有价格变化均不包括股息。）</blockquote></p><p> <b>Nasdaq-100 winners for 2021</b></p><p><blockquote><b>2021年纳斯达克100指数获奖者</b></blockquote></p><p> The Nasdaq-100 Index is made up of the 100 largest non-financial companies by market capitalization in the full Nasdaq Composite Index. It is reconstituted each year in December. Both indexes are weighted by market cap, and the Nasdaq-100's market cap of $17.21 trillion is about 73% of the full index. So most of the full Nasdaq's performance is represented by the Nasdaq-100, which is tracked by the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a>.</p><p><blockquote>纳斯达克100指数由整个纳斯达克综合指数中市值最大的100家非金融公司组成。它在每年12月重组。两个指数均按市值加权，纳斯达克100指数17.21万亿美元的市值约占整个指数的73%。因此，整个纳斯达克的大部分表现都由景顺QQQ信托追踪的纳斯达克100指数代表<a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a>.</blockquote></p><p> Here are the 10 stocks among the Nasdaq-100 that have risen the most during 2021 through July 23:</p><p><blockquote>以下是2021年至7月23日期间纳斯达克100指数中涨幅最大的10只股票：</blockquote></p><p> <table>  <tbody>   <tr>    <td>Company</td>    <td>Price change -- 2021</td>    <td>Price change -- July 23</td>    <td>52-week high</td>    <td>Date of 52-week high</td>    <td>Decline from 52-week high</td>   </tr>   <tr>    <td>Moderna Inc. MRNA</td>    <td>233.9%</td>    <td>7.8%</td>    <td>$349.45</td>    <td>07/23/2021</td>    <td>-0.2%</td>   </tr>   <tr>    <td>Applied Materials Inc. AMAT</td>    <td>60.4%</td>    <td>0.9%</td>    <td>$146.00</td>    <td>04/05/2021</td>    <td>-5.2%</td>   </tr>   <tr>    <td>Alphabet Inc. Class C GOOG</td>    <td>57.3%</td>    <td>3.4%</td>    <td>$2,776.17</td>    <td>07/23/2021</td>    <td>-0.7%</td>   </tr>   <tr>    <td>ASML Holding NV ADR ASML</td>    <td>53.4%</td>    <td>2.5%</td>    <td>$756.78</td>    <td>07/23/2021</td>    <td>-1.1%</td>   </tr>   <tr>    <td>Alphabet Inc. Class A GOOGL</td>    <td>51.8%</td>    <td>3.6%</td>    <td>$2,667.98</td>    <td>07/23/2021</td>    <td>-0.3%</td>   </tr>   <tr>    <td>Nvidia Corp.</td>    <td>49.8%</td>    <td>-0.2%</td>    <td>$208.75</td>    <td>07/07/2021</td>    <td>-6.3%</td>   </tr>   <tr>    <td>EBay Inc. EBAY</td>    <td>46.3%</td>    <td>2.1%</td>    <td>$73.77</td>    <td>07/23/2021</td>    <td>-0.3%</td>   </tr>   <tr>    <td>Intuit Inc. INTU</td>    <td>39.1%</td>    <td>1.4%</td>    <td>$532.33</td>    <td>07/23/2021</td>    <td>-0.7%</td>   </tr>   <tr>    <td>Idexx Laboratories Inc. IDXX</td>    <td>38.8%</td>    <td>1.6%</td>    <td>$696.35</td>    <td>07/23/2021</td>    <td>-0.4%</td>   </tr>   <tr>    <td>DocuSign Inc. DOCU</td>    <td>38.8%</td>    <td>0.2%</td>    <td>$310.51</td>    <td>07/22/2021</td>    <td>-0.6%</td>   </tr>   <tr>    <td>CDW Corp. CDW</td>    <td>37.3%</td>    <td>2.0%</td>    <td>$184.58</td>    <td>04/16/2021</td>    <td>-2.0%</td>   </tr>   <tr>    <td>Source: FactSet</td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>   </tr>  </tbody> </table> Actually, there are 11 stocks on the list because the index includes Alphabet Inc.'s Class C <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Class A (GOOGL) shares.</p><p><blockquote><table><tbody><tr><td>公司</td><td>价格变动--2021</td><td>价格变化——7月23日</td><td>52周高点</td><td>52周高点日期</td><td>较52周高点下跌</td></tr><tr><td>莫德纳公司MRNA</td><td>233.9%</td><td>7.8%</td><td>$349.45</td><td>07/23/2021</td><td>-0.2%</td></tr><tr><td>应用材料公司AMAT</td><td>60.4%</td><td>0.9%</td><td>$146.00</td><td>04/05/2021</td><td>-5.2%</td></tr><tr><td>Alphabet公司C类GOOG</td><td>57.3%</td><td>3.4%</td><td>$2,776.17</td><td>07/23/2021</td><td>-0.7%</td></tr><tr><td>ASML控股NV ADR ASML</td><td>53.4%</td><td>2.5%</td><td>$756.78</td><td>07/23/2021</td><td>-1.1%</td></tr><tr><td>Alphabet A级GOOGL</td><td>51.8%</td><td>3.6%</td><td>$2,667.98</td><td>07/23/2021</td><td>-0.3%</td></tr><tr><td>英伟达公司。</td><td>49.8%</td><td>-0.2%</td><td>$208.75</td><td>07/07/2021</td><td>-6.3%</td></tr><tr><td>EBay公司EBay</td><td>46.3%</td><td>2.1%</td><td>$73.77</td><td>07/23/2021</td><td>-0.3%</td></tr><tr><td>Intuit公司INTU</td><td>39.1%</td><td>1.4%</td><td>$532.33</td><td>07/23/2021</td><td>-0.7%</td></tr><tr><td>Idexx实验室公司IDXX</td><td>38.8%</td><td>1.6%</td><td>$696.35</td><td>07/23/2021</td><td>-0.4%</td></tr><tr><td>DocuSign Inc.DOCU</td><td>38.8%</td><td>0.2%</td><td>$310.51</td><td>07/22/2021</td><td>-0.6%</td></tr><tr><td>CDW公司CDW</td><td>37.3%</td><td>2.0%</td><td>$184.58</td><td>04/16/2021</td><td>-2.0%</td></tr><tr><td>来源：FactSet</td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>事实上，名单上有11只股票，因为该指数包括Alphabet公司的C类股票<a href=\"https://laohu8.com/S/GOOGL\">$（GOOGL）$</a>和A类（GOOGL）股份。</blockquote></p><p> Seven of those stocks hit 52-week highs July 23.</p><p><blockquote>其中7只股票于7月23日触及52周高点。</blockquote></p><p> <b>Wall Street's favorite stocks in the Nasdaq-100</b></p><p><blockquote><b>纳斯达克100指数中华尔街最喜欢的股票</b></blockquote></p><p> Here are the 10 stocks in the Nasdaq-100 with \"buy\" or equivalent ratings among at least 75% of analysts polled by FactSet, with the most 12-month upside potential implied by consensus price targets:</p><p><blockquote>以下是纳斯达克100指数中至少75%的分析师给予“买入”或同等评级的10只股票，共识价格目标暗示了最大的12个月上涨潜力：</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td>Company</td>    <td>Share \"buy\" ratings</td>    <td>Closing price -- July 23</td>    <td>Consensus price target</td>    <td>Implied 12-month upside potential</td>    <td>Price change -- July 23</td>    <td>Price change -- 2021</td>   </tr>   <tr>    <td>Baidu Inc. ADR Class A BIDU</td>    <td>86%</td>    <td>$172.66</td>    <td>$311.92</td>    <td>81%</td>    <td>-3.3%</td>    <td>-20.2%</td>   </tr>   <tr>    <td>Micron Technology Inc. MU</td>    <td>88%</td>    <td>$75.94</td>    <td>$121.25</td>    <td>60%</td>    <td>0.5%</td>    <td>1.0%</td>   </tr>   <tr>    <td>JD.com Inc. ADR Class A JD</td>    <td>91%</td>    <td>$72.29</td>    <td>$98.15</td>    <td>36%</td>    <td>-4.8%</td>    <td>-17.8%</td>   </tr>   <tr>    <td>NetEase Inc. ADR</td>    <td>86%</td>    <td>$103.53</td>    <td>$134.54</td>    <td>30%</td>    <td>-8.0%</td>    <td>8.1%</td>   </tr>   <tr>    <td>Vertex Pharmaceuticals Inc. VRTX</td>    <td>78%</td>    <td>$200.50</td>    <td>$259.71</td>    <td>30%</td>    <td>2.3%</td>    <td>-15.2%</td>   </tr>   <tr>    <td>Microchip Technology Inc. MCHP</td>    <td>76%</td>    <td>$139.22</td>    <td>$177.14</td>    <td>27%</td>    <td>0.6%</td>    <td>0.8%</td>   </tr>   <tr>    <td>Activision Blizzard Inc. ATVI</td>    <td>88%</td>    <td>$91.50</td>    <td>$116.09</td>    <td>27%</td>    <td>1.1%</td>    <td>-1.5%</td>   </tr>   <tr>    <td>Fiserv Inc. FISV</td>    <td>85%</td>    <td>$111.79</td>    <td>$141.27</td>    <td>26%</td>    <td>1.6%</td>    <td>-1.8%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> Inc. MELI</td>    <td>78%</td>    <td>$1,613.81</td>    <td>$2,021.37</td>    <td>25%</td>    <td>1.4%</td>    <td>-3.7%</td>   </tr>   <tr>    <td>Netflix Inc. NFLX</td>    <td>78%</td>    <td>$515.41</td>    <td>$619.67</td>    <td>20%</td>    <td>0.7%</td>    <td>-4.7%</td>   </tr>   <tr>    <td>Source: FactSet</td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>   </tr>  </tbody> </table> Chinese stocks listed in the U.S. took a beating Friday, and you can see from the three on this list (Baidu Inc. (K3SD.SG), JD.com Inc. <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> and NetEase Inc. <a href=\"https://laohu8.com/S/NTES\">$(NTES)$</a>) that this hasn't been a good year for the group. Therese Poletti explained why.</p><p><blockquote><table><tbody><tr><td>公司</td><td>分享“买入”评级</td><td>收盘价——7月23日</td><td>共识价格目标</td><td>隐含的12个月上涨潜力</td><td>价格变化——7月23日</td><td>价格变动--2021</td></tr><tr><td>百度ADR A类BIDU</td><td>86%</td><td>$172.66</td><td>$311.92</td><td>81%</td><td>-3.3%</td><td>-20.2%</td></tr><tr><td>美光科技公司MU</td><td>88%</td><td>$75.94</td><td>$121.25</td><td>60%</td><td>0.5%</td><td>1.0%</td></tr><tr><td>京东ADR A类JD</td><td>91%</td><td>$72.29</td><td>$98.15</td><td>36%</td><td>-4.8%</td><td>-17.8%</td></tr><tr><td>网易公司ADR</td><td>86%</td><td>$103.53</td><td>$134.54</td><td>30%</td><td>-8.0%</td><td>8.1%</td></tr><tr><td>Vertex制药公司VRTX</td><td>78%</td><td>$200.50</td><td>$259.71</td><td>30%</td><td>2.3%</td><td>-15.2%</td></tr><tr><td>微芯科技公司MCHP</td><td>76%</td><td>$139.22</td><td>$177.14</td><td>27%</td><td>0.6%</td><td>0.8%</td></tr><tr><td>动视暴雪公司ATVI</td><td>88%</td><td>$91.50</td><td>$116.09</td><td>27%</td><td>1.1%</td><td>-1.5%</td></tr><tr><td>Fiserv公司FISV</td><td>85%</td><td>$111.79</td><td>$141.27</td><td>26%</td><td>1.6%</td><td>-1.8%</td></tr><tr><td><a href=\"https://laohu8.com/S/MELI\">自由市场</a>公司MELI</td><td>78%</td><td>$1,613.81</td><td>$2,021.37</td><td>25%</td><td>1.4%</td><td>-3.7%</td></tr><tr><td>Netflix公司NFLX</td><td>78%</td><td>$515.41</td><td>$619.67</td><td>20%</td><td>0.7%</td><td>-4.7%</td></tr><tr><td>来源：FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>在美国上市的中国股票周五遭受重创，你可以从这份名单上的三只股票（百度公司（K3SD.SG）、京东公司）中看到。<a href=\"https://laohu8.com/S/JD\">$（京东）$</a>和网易公司。<a href=\"https://laohu8.com/S/NTES\">$（NTES）$</a>）今年对该集团来说并不是一个好年景。特里萨·波莱蒂解释了原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-wall-streets-favorite-big-tech-stocks-as-the-nasdaq-closes-in-on-another-milestone-11627074982?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","NFLX":"奈飞","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BIDU":"百度","JD":"京东","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","NDAQ":"纳斯达克OMX交易所","MU":"美光科技"},"source_url":"https://www.marketwatch.com/story/here-are-wall-streets-favorite-big-tech-stocks-as-the-nasdaq-closes-in-on-another-milestone-11627074982?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153388319","content_text":"As the Nasdaq Composite Index nears 15,000, analysts see upside for Activision Blizzard, Netflix and Baidu, among others\nSome 88% of analysts rate Activision Blizzard \"buy,\" and their consensus price target is 27% above the stock's closing price July 23. (Getty Images)\nAll three of the major U.S. stock indexes hit records Friday, and the Nasdaq Composite Index might reach its next milestone -- 15,000 -- next week.\nBelow is a list of stocks whose gains have powered the Nasdaq Composite Index's gains this year, along with another list of analysts' favorite stocks among the Nasdaq-100 Index .\nHere's a summary of Friday's action:\n(Note: All price changes in this article exclude dividends.)\nNasdaq-100 winners for 2021\nThe Nasdaq-100 Index is made up of the 100 largest non-financial companies by market capitalization in the full Nasdaq Composite Index. It is reconstituted each year in December. Both indexes are weighted by market cap, and the Nasdaq-100's market cap of $17.21 trillion is about 73% of the full index. So most of the full Nasdaq's performance is represented by the Nasdaq-100, which is tracked by the Invesco QQQ Trust $(QQQ)$.\nHere are the 10 stocks among the Nasdaq-100 that have risen the most during 2021 through July 23:\n\n\n\nCompany\nPrice change -- 2021\nPrice change -- July 23\n52-week high\nDate of 52-week high\nDecline from 52-week high\n\n\nModerna Inc. MRNA\n233.9%\n7.8%\n$349.45\n07/23/2021\n-0.2%\n\n\nApplied Materials Inc. AMAT\n60.4%\n0.9%\n$146.00\n04/05/2021\n-5.2%\n\n\nAlphabet Inc. Class C GOOG\n57.3%\n3.4%\n$2,776.17\n07/23/2021\n-0.7%\n\n\nASML Holding NV ADR ASML\n53.4%\n2.5%\n$756.78\n07/23/2021\n-1.1%\n\n\nAlphabet Inc. Class A GOOGL\n51.8%\n3.6%\n$2,667.98\n07/23/2021\n-0.3%\n\n\nNvidia Corp.\n49.8%\n-0.2%\n$208.75\n07/07/2021\n-6.3%\n\n\nEBay Inc. EBAY\n46.3%\n2.1%\n$73.77\n07/23/2021\n-0.3%\n\n\nIntuit Inc. INTU\n39.1%\n1.4%\n$532.33\n07/23/2021\n-0.7%\n\n\nIdexx Laboratories Inc. IDXX\n38.8%\n1.6%\n$696.35\n07/23/2021\n-0.4%\n\n\nDocuSign Inc. DOCU\n38.8%\n0.2%\n$310.51\n07/22/2021\n-0.6%\n\n\nCDW Corp. CDW\n37.3%\n2.0%\n$184.58\n04/16/2021\n-2.0%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nActually, there are 11 stocks on the list because the index includes Alphabet Inc.'s Class C $(GOOGL)$ and Class A (GOOGL) shares.\nSeven of those stocks hit 52-week highs July 23.\nWall Street's favorite stocks in the Nasdaq-100\nHere are the 10 stocks in the Nasdaq-100 with \"buy\" or equivalent ratings among at least 75% of analysts polled by FactSet, with the most 12-month upside potential implied by consensus price targets:\n\n\n\nCompany\nShare \"buy\" ratings\nClosing price -- July 23\nConsensus price target\nImplied 12-month upside potential\nPrice change -- July 23\nPrice change -- 2021\n\n\nBaidu Inc. ADR Class A BIDU\n86%\n$172.66\n$311.92\n81%\n-3.3%\n-20.2%\n\n\nMicron Technology Inc. MU\n88%\n$75.94\n$121.25\n60%\n0.5%\n1.0%\n\n\nJD.com Inc. ADR Class A JD\n91%\n$72.29\n$98.15\n36%\n-4.8%\n-17.8%\n\n\nNetEase Inc. ADR\n86%\n$103.53\n$134.54\n30%\n-8.0%\n8.1%\n\n\nVertex Pharmaceuticals Inc. VRTX\n78%\n$200.50\n$259.71\n30%\n2.3%\n-15.2%\n\n\nMicrochip Technology Inc. MCHP\n76%\n$139.22\n$177.14\n27%\n0.6%\n0.8%\n\n\nActivision Blizzard Inc. ATVI\n88%\n$91.50\n$116.09\n27%\n1.1%\n-1.5%\n\n\nFiserv Inc. FISV\n85%\n$111.79\n$141.27\n26%\n1.6%\n-1.8%\n\n\nMercadoLibre Inc. MELI\n78%\n$1,613.81\n$2,021.37\n25%\n1.4%\n-3.7%\n\n\nNetflix Inc. NFLX\n78%\n$515.41\n$619.67\n20%\n0.7%\n-4.7%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\nChinese stocks listed in the U.S. took a beating Friday, and you can see from the three on this list (Baidu Inc. (K3SD.SG), JD.com Inc. $(JD)$ and NetEase Inc. $(NTES)$) that this hasn't been a good year for the group. Therese Poletti explained why.","news_type":1,"symbols_score_info":{".IXIC":0.9,"NQmain":0.9,"NFLX":0.9,"QQQ":0.9,"MU":0.9,"PSQ":0.9,"TQQQ":0.9,"BIDU":0.9,"SQQQ":0.9,"JD":0.9,"QID":0.9,"QLD":0.9,"MNQmain":0.9,"NDAQ":0.9}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177056339,"gmtCreate":1627171463721,"gmtModify":1633767571822,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Sounds promising&nbsp;","listText":"Sounds promising&nbsp;","text":"Sounds promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177056339","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177058766,"gmtCreate":1627171422955,"gmtModify":1633767572191,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Perhaps there is steady growth expected as the virus does not seem to be disappearing anytime soon.&nbsp;","listText":"Perhaps there is steady growth expected as the virus does not seem to be disappearing anytime soon.&nbsp;","text":"Perhaps there is steady growth expected as the virus does not seem to be disappearing anytime soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/177058766","repostId":"2153989989","repostType":4,"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":177058766,"gmtCreate":1627171422955,"gmtModify":1633767572191,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Perhaps there is steady growth expected as the virus does not seem to be disappearing anytime soon.&nbsp;","listText":"Perhaps there is steady growth expected as the virus does not seem to be disappearing anytime soon.&nbsp;","text":"Perhaps there is steady growth expected as the virus does not seem to be disappearing anytime soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/177058766","repostId":"2153989989","repostType":4,"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816757591,"gmtCreate":1630538450813,"gmtModify":1632474306698,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article thanks for sharing&nbsp;","listText":"Nice article thanks for sharing&nbsp;","text":"Nice article thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/816757591","repostId":"2164481914","repostType":4,"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":809458149,"gmtCreate":1627389280481,"gmtModify":1633765492735,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Good article, the views are very insightful&nbsp;","listText":"Good article, the views are very insightful&nbsp;","text":"Good article, the views are very insightful","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/809458149","repostId":"1154449552","repostType":4,"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":828436885,"gmtCreate":1633933821253,"gmtModify":1633933821365,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article","listText":"Nice article","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/828436885","repostId":"1189049020","repostType":4,"repost":{"id":"1189049020","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633920404,"share":"https://www.laohu8.com/m/news/1189049020?lang=zh_CN&edition=full","pubTime":"2021-10-11 10:46","market":"us","language":"en","title":"What To Watch As Third-Quarter Earnings Season Begins?<blockquote>随着第三季度财报季的开始，有什么值得关注的？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189049020","media":"Tiger Newspress","summary":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of m","content":"<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p><p><blockquote>（10月11日）第三季度财报季本周正式启动，主要金融公司将公布业绩。投资者一直在焦急地等待最新财报季的开始，并为第二季度强劲后企业利润增长放缓做好准备。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p><p><blockquote>由于可以轻松地与遭受新冠疫情蹂躏的2020年和强劲的经济增长进行比较，标普500第二季度的盈利和销售额同比增长速度达到了令人瞠目结舌的水平。进入本报告季的预期更为温和，预计盈利同比增长近28%。</blockquote></p><p> If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p><p><blockquote>如果以史为鉴，尽管经济活动放缓，实际表现仍应超过这些较高水平。虽然盈利有必要超出预期，但鉴于当前对经济前景和成本压力的担忧，前瞻性指引至关重要。</blockquote></p><p> <b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p><p><blockquote><b>本周有20家标普500公司计划公布财报，但主要焦点将是金融股，尤其是银行股。</b>FactSet的数据显示，金融股的盈利增长率应该处于中等水平，普遍预期同比增长率为17%。</blockquote></p><p> There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p><p><blockquote>日历上还有一些其他公司，如达美航空(DAL)、达美乐披萨(DPZ)、台积电公司(TSM)。</blockquote></p><p> <b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p><p><blockquote><b>本季度，所有公司都将密切关注成本上升的影响以及转嫁更高价格以保护利润率的能力。</b>劳动力成本将成为企业的阻力，9月份平均时薪同比增长4.6%。抵消劳动力成本上升的是，公司只重新雇用了新冠疫情封锁期间失去的78%的工作岗位。较高的商品成本也将对大多数公司的盈利能力产生负面影响。大宗商品价格的上涨不仅仅是石油，但举个例子，油价的大幅上涨对许多非能源公司的成本产生了负面影响。能源行业在2020年第三季度出现亏损，但预计销售额增长53%说明了油价反弹的故事。</blockquote></p><p> <b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p><p><blockquote><b>供应链中断仍然是本财报季的一个重大问题。</b>这些中断既增加了大多数公司的成本，也导致无法获得消费者所需商品的公司销售损失。到本报告季结束时，运输成本增加几乎肯定会成为人们熟悉的现象。最终，强劲的需求和生产率的提高应该会克服所有这些挑战，并使第三季度的实际业绩超出预期。</blockquote></p><p> <b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p><p><blockquote><b>除了收益之外，国会还达成了一项协议，将债务上限提高到足以将债务上限至少推迟到12月3日。</b>回想一下，此前，国会能够通过一项短期预算决议，以避免政府在此之前关闭。这一临时措施应该会让控制联邦政府所有三个分支的民主党有足够的时间通过和解单方面提高债务上限。随着债务上限危机在12月之前得以避免，国会现在将重新专注于谈判巨额税收和支出法案。</blockquote></p><p> <b>Earnings calendar</b></p><p><blockquote><b>盈利日历</b></blockquote></p><p> <ul>  <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>  <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>  <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>  <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>  <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li> </ul></p><p><blockquote><ul><li><b>星期一：</b>没有计划发布值得注意的报告</li><li><b>星期二：</b> <a href=\"https://laohu8.com/S/FAST\">紧固件</a>开市前</li><li><b>星期三：</b> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>,<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>, <a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>,<a href=\"https://laohu8.com/S/DAL\">达美航空</a>开市前</li><li><b>星期四：</b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>,<a href=\"https://laohu8.com/S/DPZ\">达美乐披萨</a>,<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>、进步公司(PGR)、联合健康集团(UNH)、美国合众银行(USB)、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>,<a href=\"https://laohu8.com/S/C\">花旗集团</a>开市前；<a href=\"https://laohu8.com/S/AA\">美国铝业</a>收市后</li><li><b>星期五：</b> <a href=\"https://laohu8.com/S/PNC\">PNC金融服务集团公司</a>,<a href=\"https://laohu8.com/S/TFC\">Truist金融公司</a>,<a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>，该<a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>,<a href=\"https://laohu8.com/S/GS\">高盛</a>开市前</li></ul></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What To Watch As Third-Quarter Earnings Season Begins?<blockquote>随着第三季度财报季的开始，有什么值得关注的？</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; 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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\">\nWhat To Watch As Third-Quarter Earnings Season Begins?<blockquote>随着第三季度财报季的开始，有什么值得关注的？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-11 10:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>(Oct 11) The&nbsp;Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.</p><p><blockquote>（10月11日）第三季度财报季本周正式启动，主要金融公司将公布业绩。投资者一直在焦急地等待最新财报季的开始，并为第二季度强劲后企业利润增长放缓做好准备。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67cc1643f346c667ff972e41da6bbe71\" tg-width=\"1878\" tg-height=\"2940\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The pace of S&amp;P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.</p><p><blockquote>由于可以轻松地与遭受新冠疫情蹂躏的2020年和强劲的经济增长进行比较，标普500第二季度的盈利和销售额同比增长速度达到了令人瞠目结舌的水平。进入本报告季的预期更为温和，预计盈利同比增长近28%。</blockquote></p><p> If history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.</p><p><blockquote>如果以史为鉴，尽管经济活动放缓，实际表现仍应超过这些较高水平。虽然盈利有必要超出预期，但鉴于当前对经济前景和成本压力的担忧，前瞻性指引至关重要。</blockquote></p><p> <b>There are 20 S&amp;P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular.&nbsp;</b>According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.</p><p><blockquote><b>本周有20家标普500公司计划公布财报，但主要焦点将是金融股，尤其是银行股。</b>FactSet的数据显示，金融股的盈利增长率应该处于中等水平，普遍预期同比增长率为17%。</blockquote></p><p> There are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar.&nbsp;</p><p><blockquote>日历上还有一些其他公司，如达美航空(DAL)、达美乐披萨(DPZ)、台积电公司(TSM)。</blockquote></p><p> <b>This season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies.</b> Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.</p><p><blockquote><b>本季度，所有公司都将密切关注成本上升的影响以及转嫁更高价格以保护利润率的能力。</b>劳动力成本将成为企业的阻力，9月份平均时薪同比增长4.6%。抵消劳动力成本上升的是，公司只重新雇用了新冠疫情封锁期间失去的78%的工作岗位。较高的商品成本也将对大多数公司的盈利能力产生负面影响。大宗商品价格的上涨不仅仅是石油，但举个例子，油价的大幅上涨对许多非能源公司的成本产生了负面影响。能源行业在2020年第三季度出现亏损，但预计销售额增长53%说明了油价反弹的故事。</blockquote></p><p> <b>Supply chain disruptions remain a significant issue for this earnings season.</b> These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.</p><p><blockquote><b>供应链中断仍然是本财报季的一个重大问题。</b>这些中断既增加了大多数公司的成本，也导致无法获得消费者所需商品的公司销售损失。到本报告季结束时，运输成本增加几乎肯定会成为人们熟悉的现象。最终，强劲的需求和生产率的提高应该会克服所有这些挑战，并使第三季度的实际业绩超出预期。</blockquote></p><p> <b>Aside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least.</b> Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.</p><p><blockquote><b>除了收益之外，国会还达成了一项协议，将债务上限提高到足以将债务上限至少推迟到12月3日。</b>回想一下，此前，国会能够通过一项短期预算决议，以避免政府在此之前关闭。这一临时措施应该会让控制联邦政府所有三个分支的民主党有足够的时间通过和解单方面提高债务上限。随着债务上限危机在12月之前得以避免，国会现在将重新专注于谈判巨额税收和支出法案。</blockquote></p><p> <b>Earnings calendar</b></p><p><blockquote><b>盈利日历</b></blockquote></p><p> <ul>  <li><b>Monday:</b>&nbsp;No notable reports scheduled for release</li>  <li><b>Tuesday:</b>&nbsp;<a href=\"https://laohu8.com/S/FAST\">Fastenal</a> before market open</li>  <li><b>Wednesday:</b>&nbsp;<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>, <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>,&nbsp;<a href=\"https://laohu8.com/S/FRC\">First Republic Bank</a> , <a href=\"https://laohu8.com/S/DAL\">Delta Air Lines</a> before market open</li>  <li><b>Thursday:</b> <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> , <a href=\"https://laohu8.com/S/DPZ\">Domino's Pizza</a> , <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>, <a href=\"https://laohu8.com/S/C\">Citigroup</a> before market open; <a href=\"https://laohu8.com/S/AA\">Alcoa</a> after market close</li>  <li><b>Friday:</b>&nbsp;<a href=\"https://laohu8.com/S/PNC\">PNC Financial Services Group Inc</a>, <a href=\"https://laohu8.com/S/TFC\">Truist Financial Corp</a>, <a href=\"https://laohu8.com/S/COIN\">Coinbase Global, Inc.</a>, The <a href=\"https://laohu8.com/S/SCHW\">Charles Schwab</a>, <a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> before market open</li> </ul></p><p><blockquote><ul><li><b>星期一：</b>没有计划发布值得注意的报告</li><li><b>星期二：</b> <a href=\"https://laohu8.com/S/FAST\">紧固件</a>开市前</li><li><b>星期三：</b> <a href=\"https://laohu8.com/S/JPM\">摩根大通</a>,<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>, <a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>,<a href=\"https://laohu8.com/S/DAL\">达美航空</a>开市前</li><li><b>星期四：</b><a href=\"https://laohu8.com/S/BAC\">美国银行</a>,<a href=\"https://laohu8.com/S/DPZ\">达美乐披萨</a>,<a href=\"https://laohu8.com/S/WBA\">沃尔格林靴子联盟</a>、进步公司(PGR)、联合健康集团(UNH)、美国合众银行(USB)、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>,<a href=\"https://laohu8.com/S/C\">花旗集团</a>开市前；<a href=\"https://laohu8.com/S/AA\">美国铝业</a>收市后</li><li><b>星期五：</b> <a href=\"https://laohu8.com/S/PNC\">PNC金融服务集团公司</a>,<a href=\"https://laohu8.com/S/TFC\">Truist金融公司</a>,<a href=\"https://laohu8.com/S/COIN\">比特币基地全球公司。</a>，该<a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>,<a href=\"https://laohu8.com/S/GS\">高盛</a>开市前</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189049020","content_text":"(Oct 11) The Third-quarter earnings season ramps up in earnest this week with a packed schedule of major financial companies poised to report results. Investors have been anxiously awaiting the start of the latest earnings season and bracing for a deceleration in corporate profit growth after a strong second quarter.\n\nThe pace of S&P 500 year-over-year earnings and sales growth reached eye-popping levels for the second quarter due to the easy comparisons with Covid-ravaged 2020 and robust economic growth. The expectations going into this reporting season are more modest, with earnings slated to grow at almost 28% year-over-year.\nIf history is any guide, the actual performance should still exceed these elevated levels despite a moderation in economic activity. While it will be necessary for earnings to beat expectations, forward guidance will be essential with the current worries about the economic outlook and cost pressures.\nThere are 20 S&P 500 companies scheduled to report earnings this week, but the primary focus will be on the financials and the banks in particular. According to FactSet, the financials should be around the middle of the pack in earnings growth rates, with consensus year-over-year growth estimates of 17%.\nThere are a handful of other companies like Delta Air Lines (DAL), Domino’s Pizza (DPZ), Taiwan Semiconductor Manufacturing Company(TSM)on the calendar. \nThis season, the impact of higher costs and the ability to pass on higher prices to protect profit margins will be closely scrutinized across all companies. Labor costs will be a headwind for companies, with average hourly earnings rising at a 4.6% year-over-year rate in September. Offsetting higher labor costs is that companies have only re-hired 78% of the jobs lost during the Covid-lockdown. Higher commodity costs will also negatively impact most company’s profitability. The increase in commodity prices goes beyond oil, but as an example, the sharp rise in oil prices negatively impacts the costs for many non-energy companies. The energy sector had a loss in the third quarter of 2020, but the expected 53% increase in sales tells the story of the oil price rebound.\nSupply chain disruptions remain a significant issue for this earnings season. These disruptions both increased costs for most companies and resulted in lost sales for companies unable to secure the goods demanded by consumers. Increased shipping costs are almost certain to be a familiar refrain by the end of this reporting season. In the end, robust demand and increased productivity should overcome all these challenges and allow the actual third-quarter results to exceed expectations.\nAside from earnings, Congress has reached a deal to raise the debt limit enough to kick the can down the road until December 3 at least. Recall that previously, Congress was able to pass a short-term budget resolution to avoid a government shutdown until this date. This temporary measure should allow enough time for the Democrats, who control all three branches of the federal government, to unilaterally raise the debt ceiling via reconciliation. With the debt ceiling crisis averted until December, Congress will now return to focusing on negotiating the hefty tax and spending bills.\nEarnings calendar\n\nMonday: No notable reports scheduled for release\nTuesday: Fastenal before market open\nWednesday: JPMorgan Chase, BlackRock, First Republic Bank , Delta Air Lines before market open\nThursday: Bank of America , Domino's Pizza , Walgreens Boots Alliance , The Progressive Corp. (PGR), UnitedHealth Group (UNH), US Bancorp (USB), Wells Fargo, Morgan Stanley, Citigroup before market open; Alcoa after market close\nFriday: PNC Financial Services Group Inc, Truist Financial Corp, Coinbase Global, Inc., The Charles Schwab, Goldman Sachs before market open","news_type":1,"symbols_score_info":{"SPY":0.9,".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847671808,"gmtCreate":1636518463449,"gmtModify":1636518463675,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice 👌&nbsp;","listText":"Nice 👌&nbsp;","text":"Nice 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847671808","repostId":"1122480121","repostType":2,"repost":{"id":"1122480121","kind":"news","pubTimestamp":1636515867,"share":"https://www.laohu8.com/m/news/1122480121?lang=zh_CN&edition=full","pubTime":"2021-11-10 11:44","market":"us","language":"en","title":"These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122480121","media":"Marketwatch","summary":"Just about every investor is aware that a shortage of semiconductors and related equipment, includin","content":"<p>Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.</p><p><blockquote>几乎每个投资者都意识到，半导体和相关设备（包括微处理器和芯片）供应短缺，而需求却很高。然而，这一关键群体的股票交易价格相对于大盘而言相对较低。</blockquote></p><p> Below is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.</p><p><blockquote>以下是华尔街分析师最喜欢的半导体股票列表，该列表基于对专注于该行业的五只交易所交易基金持有量的深入研究。</blockquote></p><p> The chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.</p><p><blockquote>芯片短缺并不是故事的全部——创新和新业务已经点燃了一些最知名的半导体公司的火焰。从9月底到11月8日，Nvidia Corp.NVDA的股价上涨了49%，而Advanced Micro Devices Inc.AMD的股价上涨了46%。</blockquote></p><p> <b>Industry appears cheaply valued</b></p><p><blockquote><b>行业估值似乎很低</b></blockquote></p><p> The PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.</p><p><blockquote>PHLX半导体指数Soxis被认为是芯片制造商以及制造其使用的设备和系统的公司的基准指数。它由iShares Semiconductor ETFSOXX跟踪，该ETFSOXX持有该指数中的所有30只股票，并按市值加权。</blockquote></p><p> This means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.</p><p><blockquote>这意味着英伟达是最大持股，占投资组合的9.7%，而前五名投资（还包括博通公司AVGO、英特尔公司INTC、高通公司QCOM和德州仪器公司TXN）占35.3%ETF的资产。排名第六的公司AMD占投资组合的4.5%。</blockquote></p><p> SOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&amp;P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, it<i>is</i>unusual for there to be a broad shortage of the industry’s products.</p><p><blockquote>根据FactSet调查的分析师一致预期，SOXX的预期市盈率为20.9，而标普500指数SPXI的预期市盈率为21.7。半导体折价交易并不罕见。然而，它<i>是</i>该行业的产品普遍短缺是不寻常的。</blockquote></p><p> Here’s how SOXX has traded relative to the S&amp;P 500 over the past 10 years:</p><p><blockquote>以下是SOXX过去10年相对于标普500的交易情况：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/565a527c93f3b84b9b58a527627e6aa6\" tg-width=\"700\" tg-height=\"638\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>FACTSET</blockquote></p><p> Underlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.</p><p><blockquote>强调该半导体集团折扣的是，预计该集团将在未来两年内更快地增加销售额和盈利。</blockquote></p><p> Here are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:</p><p><blockquote>以下是根据FactSet调查的分析师的加权共识估计，到2023年销售额和每股收益的预期复合年增长率(CAGR)：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5ebde8ab9420b13a890ecac197154fb9\" tg-width=\"935\" tg-height=\"466\" referrerpolicy=\"no-referrer\">ETF deep dive</p><p><blockquote>ETF深潜</blockquote></p><p> To look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:</p><p><blockquote>为了超越SOXX 30，我们回顾了遵循不同方法的五只ETF，以得出更广泛的初始股票列表：</blockquote></p><p> <ul>  <li>SOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.</li>  <li>The VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.</li>  <li>The SPDR S&amp;P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.</li>  <li>The Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.</li>  <li>The First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.</li> </ul> Together, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.</p><p><blockquote><ul><li>如上所述，SOXX是最大的，总资产为89亿美元，并且按市值加权。它持有业内30家最大的美国上市公司，包括台积电公司（TSM）等外国公司的美国存托凭证（ADR），其上限为投资组合的10%。其年度费用为管理资产的0.43%。</li><li>VanEck Semiconductor ETFSMH拥有69亿美元的资产，市值加权投资组合由25只股票组成，通过包括市值和交易量的评分方法进行选择。它甚至比SOXX更加集中，其前五名持股占投资组合的44.4%，但其不同的权重方案意味着台积电是最大持股，为14.5%。其费用率为0.35%。</li><li>FactSet的数据显示，SPDR S&amp;P Semiconductor ETFXSDH拥有14亿美元的资产，修改后的等权重为40只股票，“使其投资组合远离大型知名公司，转向规模较小的成长型公司”。其费用率为0.35%。</li><li>Invesco Dynamic Semiconductors ETFPSI也倾向于规模较小的公司，其修改后的等权重为8.6亿美元的投资组合由30只股票组成，每季度重组一次。其费用率为0.56%。</li><li>FactSet的数据显示，第一信托纳斯达克半导体ETFFTXL拥有9500万美元的资产，持有30只在美国上市的流动性最强的半导体股票，“根据与价值、波动性和增长相关的因素进行加权”。其最大持股是Synaptics Inc.SYNA，占投资组合的8.3%。其费用率为0.60%。</li></ul>剔除重复项后，这五只ETF总共持有65只股票，其中62只股票由FactSet覆盖的至少5名分析师覆盖。</blockquote></p><p> Among the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:</p><p><blockquote>在这62家公司中，有25家公司获得了至少75%的分析师的“买入”或同等评级。其中只有10只由SOXX持有，所有5只ETF仅持有3只（包括Nvidia）。以下是根据共识价格目标按隐含的12个月上涨空间进行排名：</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/c56961b72468eebe8eb44b9710295512\" tg-width=\"879\" tg-height=\"644\" referrerpolicy=\"no-referrer\">As you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.</p><p><blockquote>正如您在表格中看到的，一些股票尽管受到好评，但已经超出了一年的价格目标。英伟达就是一个很好的例子。为什么这么多分析师认为该股过热，但仍将其评级为买入？因为他们着眼于12个月目标之外的几年。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 25 semiconductor stocks could rise as much as 43% with chips in short supply<blockquote>芯片供不应求这25只半导体股或涨43%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Marketwatch</strong><span class=\"h-time small\">2021-11-10 11:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.</p><p><blockquote>几乎每个投资者都意识到，半导体和相关设备（包括微处理器和芯片）供应短缺，而需求却很高。然而，这一关键群体的股票交易价格相对于大盘而言相对较低。</blockquote></p><p> Below is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.</p><p><blockquote>以下是华尔街分析师最喜欢的半导体股票列表，该列表基于对专注于该行业的五只交易所交易基金持有量的深入研究。</blockquote></p><p> The chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.</p><p><blockquote>芯片短缺并不是故事的全部——创新和新业务已经点燃了一些最知名的半导体公司的火焰。从9月底到11月8日，Nvidia Corp.NVDA的股价上涨了49%，而Advanced Micro Devices Inc.AMD的股价上涨了46%。</blockquote></p><p> <b>Industry appears cheaply valued</b></p><p><blockquote><b>行业估值似乎很低</b></blockquote></p><p> The PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.</p><p><blockquote>PHLX半导体指数Soxis被认为是芯片制造商以及制造其使用的设备和系统的公司的基准指数。它由iShares Semiconductor ETFSOXX跟踪，该ETFSOXX持有该指数中的所有30只股票，并按市值加权。</blockquote></p><p> This means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.</p><p><blockquote>这意味着英伟达是最大持股，占投资组合的9.7%，而前五名投资（还包括博通公司AVGO、英特尔公司INTC、高通公司QCOM和德州仪器公司TXN）占35.3%ETF的资产。排名第六的公司AMD占投资组合的4.5%。</blockquote></p><p> SOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&amp;P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, it<i>is</i>unusual for there to be a broad shortage of the industry’s products.</p><p><blockquote>根据FactSet调查的分析师一致预期，SOXX的预期市盈率为20.9，而标普500指数SPXI的预期市盈率为21.7。半导体折价交易并不罕见。然而，它<i>是</i>该行业的产品普遍短缺是不寻常的。</blockquote></p><p> Here’s how SOXX has traded relative to the S&amp;P 500 over the past 10 years:</p><p><blockquote>以下是SOXX过去10年相对于标普500的交易情况：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/565a527c93f3b84b9b58a527627e6aa6\" tg-width=\"700\" tg-height=\"638\" referrerpolicy=\"no-referrer\">FACTSET</p><p><blockquote>FACTSET</blockquote></p><p> Underlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.</p><p><blockquote>强调该半导体集团折扣的是，预计该集团将在未来两年内更快地增加销售额和盈利。</blockquote></p><p> Here are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:</p><p><blockquote>以下是根据FactSet调查的分析师的加权共识估计，到2023年销售额和每股收益的预期复合年增长率(CAGR)：</blockquote></p><p> <img src=\"https://static.tigerbbs.com/5ebde8ab9420b13a890ecac197154fb9\" tg-width=\"935\" tg-height=\"466\" referrerpolicy=\"no-referrer\">ETF deep dive</p><p><blockquote>ETF深潜</blockquote></p><p> To look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:</p><p><blockquote>为了超越SOXX 30，我们回顾了遵循不同方法的五只ETF，以得出更广泛的初始股票列表：</blockquote></p><p> <ul>  <li>SOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.</li>  <li>The VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.</li>  <li>The SPDR S&amp;P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.</li>  <li>The Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.</li>  <li>The First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.</li> </ul> Together, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.</p><p><blockquote><ul><li>如上所述，SOXX是最大的，总资产为89亿美元，并且按市值加权。它持有业内30家最大的美国上市公司，包括台积电公司（TSM）等外国公司的美国存托凭证（ADR），其上限为投资组合的10%。其年度费用为管理资产的0.43%。</li><li>VanEck Semiconductor ETFSMH拥有69亿美元的资产，市值加权投资组合由25只股票组成，通过包括市值和交易量的评分方法进行选择。它甚至比SOXX更加集中，其前五名持股占投资组合的44.4%，但其不同的权重方案意味着台积电是最大持股，为14.5%。其费用率为0.35%。</li><li>FactSet的数据显示，SPDR S&amp;P Semiconductor ETFXSDH拥有14亿美元的资产，修改后的等权重为40只股票，“使其投资组合远离大型知名公司，转向规模较小的成长型公司”。其费用率为0.35%。</li><li>Invesco Dynamic Semiconductors ETFPSI也倾向于规模较小的公司，其修改后的等权重为8.6亿美元的投资组合由30只股票组成，每季度重组一次。其费用率为0.56%。</li><li>FactSet的数据显示，第一信托纳斯达克半导体ETFFTXL拥有9500万美元的资产，持有30只在美国上市的流动性最强的半导体股票，“根据与价值、波动性和增长相关的因素进行加权”。其最大持股是Synaptics Inc.SYNA，占投资组合的8.3%。其费用率为0.60%。</li></ul>剔除重复项后，这五只ETF总共持有65只股票，其中62只股票由FactSet覆盖的至少5名分析师覆盖。</blockquote></p><p> Among the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:</p><p><blockquote>在这62家公司中，有25家公司获得了至少75%的分析师的“买入”或同等评级。其中只有10只由SOXX持有，所有5只ETF仅持有3只（包括Nvidia）。以下是根据共识价格目标按隐含的12个月上涨空间进行排名：</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/c56961b72468eebe8eb44b9710295512\" tg-width=\"879\" tg-height=\"644\" referrerpolicy=\"no-referrer\">As you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.</p><p><blockquote>正如您在表格中看到的，一些股票尽管受到好评，但已经超出了一年的价格目标。英伟达就是一个很好的例子。为什么这么多分析师认为该股过热，但仍将其评级为买入？因为他们着眼于12个月目标之外的几年。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/these-25-semiconductor-stocks-could-rise-as-much-as-43-with-chips-in-short-supply-11636476231?mod=home-page\">Marketwatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://www.marketwatch.com/story/these-25-semiconductor-stocks-could-rise-as-much-as-43-with-chips-in-short-supply-11636476231?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122480121","content_text":"Just about every investor is aware that a shortage of semiconductors and related equipment, including microprocessors and chips, are in short supply while demand is high. And yet the stocks of this critical group trade relatively low to the broader stock market.\nBelow is a list of favorite semiconductor stocks among Wall Street analysts, based on a deep dive into the holdings of five exchange traded funds focused on the industry.\nThe chip shortage isn’t the whole story — innovation and new business have lit fires under some of the best-known semiconductor companies. Shares of Nvidia Corp.NVDAwere up 49% from the end of September through Nov. 8, while Advanced Micro Devices Inc.AMDwas up 46%.\nIndustry appears cheaply valued\nThe PHLX Semiconductor IndexSOXis considered the benchmark index for chip makers and companies that make equipment and systems used by them. It is tracked by the iShares Semiconductor ETFSOXX,which holds all 30 stocks in the index and is weighted by market capitalization.\nThis means Nvidia is the top holding, making up 9.7% of the portfolio, and the top five investments, which also include Broadcom Inc.AVGO,Intel Corp.INTC,Qualcomm Inc.QCOMand Texas Instruments Inc.TXN,account for 35.3% of the ETF’s assets. The sixth-ranked company, AMD, is 4.5% of the portfolio.\nSOXX trades at a forward price-to-earnings ratio of 20.9, based on consensus estimates among analysts polled by FactSet, while the forward P/E for the S&P 500 IndexSPXis 21.7. It’s not unusual for the semiconductors to trade at a discount. However, itisunusual for there to be a broad shortage of the industry’s products.\nHere’s how SOXX has traded relative to the S&P 500 over the past 10 years:\nFACTSET\nUnderlining the discount for the semiconductor group is the expectation that the group will increase its sales and earnings much more quickly over the next two years.\nHere are expected compound annual growth rates (CAGR) for sales and earnings per share through 2023, based on weighted consensus estimates among analysts polled by FactSet:\nETF deep dive\nTo look beyond the SOXX 30, we reviewed five ETFs that follow different approaches, to come up with a broader initial list of stocks:\n\nSOXX is the largest, with $8.9 billion in total assets, and is cap-weighted, as described above. It holds the 30 largest U.S.-listed companies in the industry, including American depositary receipts (ADRs) of foreign companies, such as Taiwan Semiconductor Manufacturing Co.TSM,which are capped at 10% of the portfolio. Its annual expenses are 0.43% of assets under management.\nThe VanEck Semiconductor ETFSMHhas $6.9 billion in assets, with a cap-weighted portfolio of 25 stocks, selected though a scoring methodology that includes market cap and trading volume. It is even more concentrated than SOXX, with its top five holdings making up 44.4% of the portfolio, but its different weighting scheme means Taiwan Semiconductor is the top holding, at 14.5%. Its expense ratio is 0.35%.\nThe SPDR S&P Semiconductor ETFXSDhas $1.4 billion in assets, with a modified equal weighting of 40 stocks that “tilts its portfolio away from large, well-known companies and toward smaller growth ones,” according to FactSet. Its expense ratio is 0.35%.\nThe Invesco Dynamic Semiconductors ETFPSIalso leans toward smaller companies, with a modified equal-weighted $860 million portfolio of 30 stocks, reconstituted quarterly. Its expense ratio is 0.56%.\nThe First Trust Nasdaq Semiconductor ETFFTXLhas $95 million in assets and holds 30 of the most liquid semiconductor stocks listed in the U.S., “weighted according to factors related to value, volatility and growth,” according to FactSet. Its largest holding is Synaptics Inc.SYNA,which makes up 8.3% of the portfolio. Its expense ratio is 0.60%.\n\nTogether, removing duplicates, the five ETFs hold 65 stocks, with 62 covered by at least five analysts covered by FactSet.\nAmong the 62 companies, 25 have “buy” or equivalent ratings among at least 75% of the analysts. Only 10 of them are held by SOXX and only three (including Nvidia) are held by all five ETFs. Here they are, ranked by the implied 12-month upside, based on consensus price targets:\nAs you can see on the table, some of the stocks, despite being so well-regarded, have gotten ahead of their one-year price targets. Nvidia is a good example. Why do so many analysts rate it a buy, despite believing the stock is overheated? Because they are looking at years beyond a 12-month target.","news_type":1,"symbols_score_info":{"NVDA":0.9,"AMD":0.9}},"isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869138193,"gmtCreate":1632265962412,"gmtModify":1632801707857,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice 👍&nbsp;","listText":"Nice 👍&nbsp;","text":"Nice 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/869138193","repostId":"2169324976","repostType":4,"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":846846993,"gmtCreate":1636075036522,"gmtModify":1636075036782,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Nice article&nbsp;","listText":"Nice article&nbsp;","text":"Nice article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846846993","repostId":"1155962755","repostType":2,"isVote":1,"tweetType":1,"viewCount":3376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852037072,"gmtCreate":1635221515442,"gmtModify":1635221515650,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"👍&nbsp;","listText":"👍&nbsp;","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852037072","repostId":"2177121214","repostType":4,"isVote":1,"tweetType":1,"viewCount":2135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":177054253,"gmtCreate":1627171753272,"gmtModify":1633767568340,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Awesome article, thanks for sharing 🙏","listText":"Awesome article, thanks for sharing 🙏","text":"Awesome article, thanks for sharing 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177054253","repostId":"2153388319","repostType":4,"repost":{"id":"2153388319","kind":"highlight","pubTimestamp":1627088419,"share":"https://www.laohu8.com/m/news/2153388319?lang=zh_CN&edition=full","pubTime":"2021-07-24 09:00","market":"us","language":"en","title":"Here are Wall Street's favorite big tech stocks as the Nasdaq closes in on another milestone<blockquote>随着纳斯达克接近另一个里程碑，以下是华尔街最受欢迎的大型科技股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2153388319","media":"MarketWatch","summary":"As the Nasdaq Composite Index nears 15,000, analysts see upside for Activision Blizzard, Netflix and","content":"<p>As the Nasdaq Composite Index nears 15,000, analysts see upside for Activision Blizzard, Netflix and Baidu, among others</p><p><blockquote>随着纳斯达克综合指数接近15,000点，分析师认为动视暴雪、Netflix和百度等公司还有上涨空间</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c007522d36ee30fcaeab059a92a280e\" tg-width=\"700\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Some 88% of analysts rate Activision Blizzard \"buy,\" and their consensus price target is 27% above the stock's closing price July 23. (Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>约88%的分析师将动视暴雪评级为“买入”，他们的一致目标价比该股7月23日的收盘价高出27%。（盖蒂图片社）</span></p></blockquote></p><p> All three of the major U.S. stock indexes hit records Friday, and the Nasdaq Composite Index might reach its next milestone -- 15,000 -- next week.</p><p><blockquote>美国三大股指周五均创下历史新高，纳斯达克综合指数下周可能会达到下一个里程碑——15,000点。</blockquote></p><p> Below is a list of stocks whose gains have powered the Nasdaq Composite Index's gains this year, along with another list of analysts' favorite stocks among the Nasdaq-100 Index .</p><p><blockquote>以下是今年以来推动纳斯达克综合指数上涨的股票列表，以及纳斯达克100指数中分析师最喜欢的股票列表。</blockquote></p><p> Here's a summary of Friday's action:</p><p><blockquote>以下是周五行动的摘要：</blockquote></p><p> (Note: All price changes in this article exclude dividends.)</p><p><blockquote>（注：本文中的所有价格变化均不包括股息。）</blockquote></p><p> <b>Nasdaq-100 winners for 2021</b></p><p><blockquote><b>2021年纳斯达克100指数获奖者</b></blockquote></p><p> The Nasdaq-100 Index is made up of the 100 largest non-financial companies by market capitalization in the full Nasdaq Composite Index. It is reconstituted each year in December. Both indexes are weighted by market cap, and the Nasdaq-100's market cap of $17.21 trillion is about 73% of the full index. So most of the full Nasdaq's performance is represented by the Nasdaq-100, which is tracked by the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a>.</p><p><blockquote>纳斯达克100指数由整个纳斯达克综合指数中市值最大的100家非金融公司组成。它在每年12月重组。两个指数均按市值加权，纳斯达克100指数17.21万亿美元的市值约占整个指数的73%。因此，整个纳斯达克的大部分表现都由景顺QQQ信托追踪的纳斯达克100指数代表<a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a>.</blockquote></p><p> Here are the 10 stocks among the Nasdaq-100 that have risen the most during 2021 through July 23:</p><p><blockquote>以下是2021年至7月23日期间纳斯达克100指数中涨幅最大的10只股票：</blockquote></p><p> <table>  <tbody>   <tr>    <td>Company</td>    <td>Price change -- 2021</td>    <td>Price change -- July 23</td>    <td>52-week high</td>    <td>Date of 52-week high</td>    <td>Decline from 52-week high</td>   </tr>   <tr>    <td>Moderna Inc. MRNA</td>    <td>233.9%</td>    <td>7.8%</td>    <td>$349.45</td>    <td>07/23/2021</td>    <td>-0.2%</td>   </tr>   <tr>    <td>Applied Materials Inc. AMAT</td>    <td>60.4%</td>    <td>0.9%</td>    <td>$146.00</td>    <td>04/05/2021</td>    <td>-5.2%</td>   </tr>   <tr>    <td>Alphabet Inc. Class C GOOG</td>    <td>57.3%</td>    <td>3.4%</td>    <td>$2,776.17</td>    <td>07/23/2021</td>    <td>-0.7%</td>   </tr>   <tr>    <td>ASML Holding NV ADR ASML</td>    <td>53.4%</td>    <td>2.5%</td>    <td>$756.78</td>    <td>07/23/2021</td>    <td>-1.1%</td>   </tr>   <tr>    <td>Alphabet Inc. Class A GOOGL</td>    <td>51.8%</td>    <td>3.6%</td>    <td>$2,667.98</td>    <td>07/23/2021</td>    <td>-0.3%</td>   </tr>   <tr>    <td>Nvidia Corp.</td>    <td>49.8%</td>    <td>-0.2%</td>    <td>$208.75</td>    <td>07/07/2021</td>    <td>-6.3%</td>   </tr>   <tr>    <td>EBay Inc. EBAY</td>    <td>46.3%</td>    <td>2.1%</td>    <td>$73.77</td>    <td>07/23/2021</td>    <td>-0.3%</td>   </tr>   <tr>    <td>Intuit Inc. INTU</td>    <td>39.1%</td>    <td>1.4%</td>    <td>$532.33</td>    <td>07/23/2021</td>    <td>-0.7%</td>   </tr>   <tr>    <td>Idexx Laboratories Inc. IDXX</td>    <td>38.8%</td>    <td>1.6%</td>    <td>$696.35</td>    <td>07/23/2021</td>    <td>-0.4%</td>   </tr>   <tr>    <td>DocuSign Inc. DOCU</td>    <td>38.8%</td>    <td>0.2%</td>    <td>$310.51</td>    <td>07/22/2021</td>    <td>-0.6%</td>   </tr>   <tr>    <td>CDW Corp. CDW</td>    <td>37.3%</td>    <td>2.0%</td>    <td>$184.58</td>    <td>04/16/2021</td>    <td>-2.0%</td>   </tr>   <tr>    <td>Source: FactSet</td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>   </tr>  </tbody> </table> Actually, there are 11 stocks on the list because the index includes Alphabet Inc.'s Class C <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Class A (GOOGL) shares.</p><p><blockquote><table><tbody><tr><td>公司</td><td>价格变动--2021</td><td>价格变化——7月23日</td><td>52周高点</td><td>52周高点日期</td><td>较52周高点下跌</td></tr><tr><td>莫德纳公司MRNA</td><td>233.9%</td><td>7.8%</td><td>$349.45</td><td>07/23/2021</td><td>-0.2%</td></tr><tr><td>应用材料公司AMAT</td><td>60.4%</td><td>0.9%</td><td>$146.00</td><td>04/05/2021</td><td>-5.2%</td></tr><tr><td>Alphabet公司C类GOOG</td><td>57.3%</td><td>3.4%</td><td>$2,776.17</td><td>07/23/2021</td><td>-0.7%</td></tr><tr><td>ASML控股NV ADR ASML</td><td>53.4%</td><td>2.5%</td><td>$756.78</td><td>07/23/2021</td><td>-1.1%</td></tr><tr><td>Alphabet A级GOOGL</td><td>51.8%</td><td>3.6%</td><td>$2,667.98</td><td>07/23/2021</td><td>-0.3%</td></tr><tr><td>英伟达公司。</td><td>49.8%</td><td>-0.2%</td><td>$208.75</td><td>07/07/2021</td><td>-6.3%</td></tr><tr><td>EBay公司EBay</td><td>46.3%</td><td>2.1%</td><td>$73.77</td><td>07/23/2021</td><td>-0.3%</td></tr><tr><td>Intuit公司INTU</td><td>39.1%</td><td>1.4%</td><td>$532.33</td><td>07/23/2021</td><td>-0.7%</td></tr><tr><td>Idexx实验室公司IDXX</td><td>38.8%</td><td>1.6%</td><td>$696.35</td><td>07/23/2021</td><td>-0.4%</td></tr><tr><td>DocuSign Inc.DOCU</td><td>38.8%</td><td>0.2%</td><td>$310.51</td><td>07/22/2021</td><td>-0.6%</td></tr><tr><td>CDW公司CDW</td><td>37.3%</td><td>2.0%</td><td>$184.58</td><td>04/16/2021</td><td>-2.0%</td></tr><tr><td>来源：FactSet</td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>事实上，名单上有11只股票，因为该指数包括Alphabet公司的C类股票<a href=\"https://laohu8.com/S/GOOGL\">$（GOOGL）$</a>和A类（GOOGL）股份。</blockquote></p><p> Seven of those stocks hit 52-week highs July 23.</p><p><blockquote>其中7只股票于7月23日触及52周高点。</blockquote></p><p> <b>Wall Street's favorite stocks in the Nasdaq-100</b></p><p><blockquote><b>纳斯达克100指数中华尔街最喜欢的股票</b></blockquote></p><p> Here are the 10 stocks in the Nasdaq-100 with \"buy\" or equivalent ratings among at least 75% of analysts polled by FactSet, with the most 12-month upside potential implied by consensus price targets:</p><p><blockquote>以下是纳斯达克100指数中至少75%的分析师给予“买入”或同等评级的10只股票，共识价格目标暗示了最大的12个月上涨潜力：</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td>Company</td>    <td>Share \"buy\" ratings</td>    <td>Closing price -- July 23</td>    <td>Consensus price target</td>    <td>Implied 12-month upside potential</td>    <td>Price change -- July 23</td>    <td>Price change -- 2021</td>   </tr>   <tr>    <td>Baidu Inc. ADR Class A BIDU</td>    <td>86%</td>    <td>$172.66</td>    <td>$311.92</td>    <td>81%</td>    <td>-3.3%</td>    <td>-20.2%</td>   </tr>   <tr>    <td>Micron Technology Inc. MU</td>    <td>88%</td>    <td>$75.94</td>    <td>$121.25</td>    <td>60%</td>    <td>0.5%</td>    <td>1.0%</td>   </tr>   <tr>    <td>JD.com Inc. ADR Class A JD</td>    <td>91%</td>    <td>$72.29</td>    <td>$98.15</td>    <td>36%</td>    <td>-4.8%</td>    <td>-17.8%</td>   </tr>   <tr>    <td>NetEase Inc. ADR</td>    <td>86%</td>    <td>$103.53</td>    <td>$134.54</td>    <td>30%</td>    <td>-8.0%</td>    <td>8.1%</td>   </tr>   <tr>    <td>Vertex Pharmaceuticals Inc. VRTX</td>    <td>78%</td>    <td>$200.50</td>    <td>$259.71</td>    <td>30%</td>    <td>2.3%</td>    <td>-15.2%</td>   </tr>   <tr>    <td>Microchip Technology Inc. MCHP</td>    <td>76%</td>    <td>$139.22</td>    <td>$177.14</td>    <td>27%</td>    <td>0.6%</td>    <td>0.8%</td>   </tr>   <tr>    <td>Activision Blizzard Inc. ATVI</td>    <td>88%</td>    <td>$91.50</td>    <td>$116.09</td>    <td>27%</td>    <td>1.1%</td>    <td>-1.5%</td>   </tr>   <tr>    <td>Fiserv Inc. FISV</td>    <td>85%</td>    <td>$111.79</td>    <td>$141.27</td>    <td>26%</td>    <td>1.6%</td>    <td>-1.8%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> Inc. MELI</td>    <td>78%</td>    <td>$1,613.81</td>    <td>$2,021.37</td>    <td>25%</td>    <td>1.4%</td>    <td>-3.7%</td>   </tr>   <tr>    <td>Netflix Inc. NFLX</td>    <td>78%</td>    <td>$515.41</td>    <td>$619.67</td>    <td>20%</td>    <td>0.7%</td>    <td>-4.7%</td>   </tr>   <tr>    <td>Source: FactSet</td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>   </tr>  </tbody> </table> Chinese stocks listed in the U.S. took a beating Friday, and you can see from the three on this list (Baidu Inc. (K3SD.SG), JD.com Inc. <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> and NetEase Inc. <a href=\"https://laohu8.com/S/NTES\">$(NTES)$</a>) that this hasn't been a good year for the group. Therese Poletti explained why.</p><p><blockquote><table><tbody><tr><td>公司</td><td>分享“买入”评级</td><td>收盘价——7月23日</td><td>共识价格目标</td><td>隐含的12个月上涨潜力</td><td>价格变化——7月23日</td><td>价格变动--2021</td></tr><tr><td>百度ADR A类BIDU</td><td>86%</td><td>$172.66</td><td>$311.92</td><td>81%</td><td>-3.3%</td><td>-20.2%</td></tr><tr><td>美光科技公司MU</td><td>88%</td><td>$75.94</td><td>$121.25</td><td>60%</td><td>0.5%</td><td>1.0%</td></tr><tr><td>京东ADR A类JD</td><td>91%</td><td>$72.29</td><td>$98.15</td><td>36%</td><td>-4.8%</td><td>-17.8%</td></tr><tr><td>网易公司ADR</td><td>86%</td><td>$103.53</td><td>$134.54</td><td>30%</td><td>-8.0%</td><td>8.1%</td></tr><tr><td>Vertex制药公司VRTX</td><td>78%</td><td>$200.50</td><td>$259.71</td><td>30%</td><td>2.3%</td><td>-15.2%</td></tr><tr><td>微芯科技公司MCHP</td><td>76%</td><td>$139.22</td><td>$177.14</td><td>27%</td><td>0.6%</td><td>0.8%</td></tr><tr><td>动视暴雪公司ATVI</td><td>88%</td><td>$91.50</td><td>$116.09</td><td>27%</td><td>1.1%</td><td>-1.5%</td></tr><tr><td>Fiserv公司FISV</td><td>85%</td><td>$111.79</td><td>$141.27</td><td>26%</td><td>1.6%</td><td>-1.8%</td></tr><tr><td><a href=\"https://laohu8.com/S/MELI\">自由市场</a>公司MELI</td><td>78%</td><td>$1,613.81</td><td>$2,021.37</td><td>25%</td><td>1.4%</td><td>-3.7%</td></tr><tr><td>Netflix公司NFLX</td><td>78%</td><td>$515.41</td><td>$619.67</td><td>20%</td><td>0.7%</td><td>-4.7%</td></tr><tr><td>来源：FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>在美国上市的中国股票周五遭受重创，你可以从这份名单上的三只股票（百度公司（K3SD.SG）、京东公司）中看到。<a href=\"https://laohu8.com/S/JD\">$（京东）$</a>和网易公司。<a href=\"https://laohu8.com/S/NTES\">$（NTES）$</a>）今年对该集团来说并不是一个好年景。特里萨·波莱蒂解释了原因。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Here are Wall Street's favorite big tech stocks as the Nasdaq closes in on another milestone<blockquote>随着纳斯达克接近另一个里程碑，以下是华尔街最受欢迎的大型科技股</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHere are Wall Street's favorite big tech stocks as the Nasdaq closes in on another milestone<blockquote>随着纳斯达克接近另一个里程碑，以下是华尔街最受欢迎的大型科技股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-07-24 09:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>As the Nasdaq Composite Index nears 15,000, analysts see upside for Activision Blizzard, Netflix and Baidu, among others</p><p><blockquote>随着纳斯达克综合指数接近15,000点，分析师认为动视暴雪、Netflix和百度等公司还有上涨空间</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c007522d36ee30fcaeab059a92a280e\" tg-width=\"700\" tg-height=\"485\" width=\"100%\" height=\"auto\"><span>Some 88% of analysts rate Activision Blizzard \"buy,\" and their consensus price target is 27% above the stock's closing price July 23. (Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>约88%的分析师将动视暴雪评级为“买入”，他们的一致目标价比该股7月23日的收盘价高出27%。（盖蒂图片社）</span></p></blockquote></p><p> All three of the major U.S. stock indexes hit records Friday, and the Nasdaq Composite Index might reach its next milestone -- 15,000 -- next week.</p><p><blockquote>美国三大股指周五均创下历史新高，纳斯达克综合指数下周可能会达到下一个里程碑——15,000点。</blockquote></p><p> Below is a list of stocks whose gains have powered the Nasdaq Composite Index's gains this year, along with another list of analysts' favorite stocks among the Nasdaq-100 Index .</p><p><blockquote>以下是今年以来推动纳斯达克综合指数上涨的股票列表，以及纳斯达克100指数中分析师最喜欢的股票列表。</blockquote></p><p> Here's a summary of Friday's action:</p><p><blockquote>以下是周五行动的摘要：</blockquote></p><p> (Note: All price changes in this article exclude dividends.)</p><p><blockquote>（注：本文中的所有价格变化均不包括股息。）</blockquote></p><p> <b>Nasdaq-100 winners for 2021</b></p><p><blockquote><b>2021年纳斯达克100指数获奖者</b></blockquote></p><p> The Nasdaq-100 Index is made up of the 100 largest non-financial companies by market capitalization in the full Nasdaq Composite Index. It is reconstituted each year in December. Both indexes are weighted by market cap, and the Nasdaq-100's market cap of $17.21 trillion is about 73% of the full index. So most of the full Nasdaq's performance is represented by the Nasdaq-100, which is tracked by the Invesco QQQ Trust <a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a>.</p><p><blockquote>纳斯达克100指数由整个纳斯达克综合指数中市值最大的100家非金融公司组成。它在每年12月重组。两个指数均按市值加权，纳斯达克100指数17.21万亿美元的市值约占整个指数的73%。因此，整个纳斯达克的大部分表现都由景顺QQQ信托追踪的纳斯达克100指数代表<a href=\"https://laohu8.com/S/QQQ\">$(QQQ)$</a>.</blockquote></p><p> Here are the 10 stocks among the Nasdaq-100 that have risen the most during 2021 through July 23:</p><p><blockquote>以下是2021年至7月23日期间纳斯达克100指数中涨幅最大的10只股票：</blockquote></p><p> <table>  <tbody>   <tr>    <td>Company</td>    <td>Price change -- 2021</td>    <td>Price change -- July 23</td>    <td>52-week high</td>    <td>Date of 52-week high</td>    <td>Decline from 52-week high</td>   </tr>   <tr>    <td>Moderna Inc. MRNA</td>    <td>233.9%</td>    <td>7.8%</td>    <td>$349.45</td>    <td>07/23/2021</td>    <td>-0.2%</td>   </tr>   <tr>    <td>Applied Materials Inc. AMAT</td>    <td>60.4%</td>    <td>0.9%</td>    <td>$146.00</td>    <td>04/05/2021</td>    <td>-5.2%</td>   </tr>   <tr>    <td>Alphabet Inc. Class C GOOG</td>    <td>57.3%</td>    <td>3.4%</td>    <td>$2,776.17</td>    <td>07/23/2021</td>    <td>-0.7%</td>   </tr>   <tr>    <td>ASML Holding NV ADR ASML</td>    <td>53.4%</td>    <td>2.5%</td>    <td>$756.78</td>    <td>07/23/2021</td>    <td>-1.1%</td>   </tr>   <tr>    <td>Alphabet Inc. Class A GOOGL</td>    <td>51.8%</td>    <td>3.6%</td>    <td>$2,667.98</td>    <td>07/23/2021</td>    <td>-0.3%</td>   </tr>   <tr>    <td>Nvidia Corp.</td>    <td>49.8%</td>    <td>-0.2%</td>    <td>$208.75</td>    <td>07/07/2021</td>    <td>-6.3%</td>   </tr>   <tr>    <td>EBay Inc. EBAY</td>    <td>46.3%</td>    <td>2.1%</td>    <td>$73.77</td>    <td>07/23/2021</td>    <td>-0.3%</td>   </tr>   <tr>    <td>Intuit Inc. INTU</td>    <td>39.1%</td>    <td>1.4%</td>    <td>$532.33</td>    <td>07/23/2021</td>    <td>-0.7%</td>   </tr>   <tr>    <td>Idexx Laboratories Inc. IDXX</td>    <td>38.8%</td>    <td>1.6%</td>    <td>$696.35</td>    <td>07/23/2021</td>    <td>-0.4%</td>   </tr>   <tr>    <td>DocuSign Inc. DOCU</td>    <td>38.8%</td>    <td>0.2%</td>    <td>$310.51</td>    <td>07/22/2021</td>    <td>-0.6%</td>   </tr>   <tr>    <td>CDW Corp. CDW</td>    <td>37.3%</td>    <td>2.0%</td>    <td>$184.58</td>    <td>04/16/2021</td>    <td>-2.0%</td>   </tr>   <tr>    <td>Source: FactSet</td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>   </tr>  </tbody> </table> Actually, there are 11 stocks on the list because the index includes Alphabet Inc.'s Class C <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> and Class A (GOOGL) shares.</p><p><blockquote><table><tbody><tr><td>公司</td><td>价格变动--2021</td><td>价格变化——7月23日</td><td>52周高点</td><td>52周高点日期</td><td>较52周高点下跌</td></tr><tr><td>莫德纳公司MRNA</td><td>233.9%</td><td>7.8%</td><td>$349.45</td><td>07/23/2021</td><td>-0.2%</td></tr><tr><td>应用材料公司AMAT</td><td>60.4%</td><td>0.9%</td><td>$146.00</td><td>04/05/2021</td><td>-5.2%</td></tr><tr><td>Alphabet公司C类GOOG</td><td>57.3%</td><td>3.4%</td><td>$2,776.17</td><td>07/23/2021</td><td>-0.7%</td></tr><tr><td>ASML控股NV ADR ASML</td><td>53.4%</td><td>2.5%</td><td>$756.78</td><td>07/23/2021</td><td>-1.1%</td></tr><tr><td>Alphabet A级GOOGL</td><td>51.8%</td><td>3.6%</td><td>$2,667.98</td><td>07/23/2021</td><td>-0.3%</td></tr><tr><td>英伟达公司。</td><td>49.8%</td><td>-0.2%</td><td>$208.75</td><td>07/07/2021</td><td>-6.3%</td></tr><tr><td>EBay公司EBay</td><td>46.3%</td><td>2.1%</td><td>$73.77</td><td>07/23/2021</td><td>-0.3%</td></tr><tr><td>Intuit公司INTU</td><td>39.1%</td><td>1.4%</td><td>$532.33</td><td>07/23/2021</td><td>-0.7%</td></tr><tr><td>Idexx实验室公司IDXX</td><td>38.8%</td><td>1.6%</td><td>$696.35</td><td>07/23/2021</td><td>-0.4%</td></tr><tr><td>DocuSign Inc.DOCU</td><td>38.8%</td><td>0.2%</td><td>$310.51</td><td>07/22/2021</td><td>-0.6%</td></tr><tr><td>CDW公司CDW</td><td>37.3%</td><td>2.0%</td><td>$184.58</td><td>04/16/2021</td><td>-2.0%</td></tr><tr><td>来源：FactSet</td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>事实上，名单上有11只股票，因为该指数包括Alphabet公司的C类股票<a href=\"https://laohu8.com/S/GOOGL\">$（GOOGL）$</a>和A类（GOOGL）股份。</blockquote></p><p> Seven of those stocks hit 52-week highs July 23.</p><p><blockquote>其中7只股票于7月23日触及52周高点。</blockquote></p><p> <b>Wall Street's favorite stocks in the Nasdaq-100</b></p><p><blockquote><b>纳斯达克100指数中华尔街最喜欢的股票</b></blockquote></p><p> Here are the 10 stocks in the Nasdaq-100 with \"buy\" or equivalent ratings among at least 75% of analysts polled by FactSet, with the most 12-month upside potential implied by consensus price targets:</p><p><blockquote>以下是纳斯达克100指数中至少75%的分析师给予“买入”或同等评级的10只股票，共识价格目标暗示了最大的12个月上涨潜力：</blockquote></p><p></p><p> <table>  <tbody>   <tr>    <td>Company</td>    <td>Share \"buy\" ratings</td>    <td>Closing price -- July 23</td>    <td>Consensus price target</td>    <td>Implied 12-month upside potential</td>    <td>Price change -- July 23</td>    <td>Price change -- 2021</td>   </tr>   <tr>    <td>Baidu Inc. ADR Class A BIDU</td>    <td>86%</td>    <td>$172.66</td>    <td>$311.92</td>    <td>81%</td>    <td>-3.3%</td>    <td>-20.2%</td>   </tr>   <tr>    <td>Micron Technology Inc. MU</td>    <td>88%</td>    <td>$75.94</td>    <td>$121.25</td>    <td>60%</td>    <td>0.5%</td>    <td>1.0%</td>   </tr>   <tr>    <td>JD.com Inc. ADR Class A JD</td>    <td>91%</td>    <td>$72.29</td>    <td>$98.15</td>    <td>36%</td>    <td>-4.8%</td>    <td>-17.8%</td>   </tr>   <tr>    <td>NetEase Inc. ADR</td>    <td>86%</td>    <td>$103.53</td>    <td>$134.54</td>    <td>30%</td>    <td>-8.0%</td>    <td>8.1%</td>   </tr>   <tr>    <td>Vertex Pharmaceuticals Inc. VRTX</td>    <td>78%</td>    <td>$200.50</td>    <td>$259.71</td>    <td>30%</td>    <td>2.3%</td>    <td>-15.2%</td>   </tr>   <tr>    <td>Microchip Technology Inc. MCHP</td>    <td>76%</td>    <td>$139.22</td>    <td>$177.14</td>    <td>27%</td>    <td>0.6%</td>    <td>0.8%</td>   </tr>   <tr>    <td>Activision Blizzard Inc. ATVI</td>    <td>88%</td>    <td>$91.50</td>    <td>$116.09</td>    <td>27%</td>    <td>1.1%</td>    <td>-1.5%</td>   </tr>   <tr>    <td>Fiserv Inc. FISV</td>    <td>85%</td>    <td>$111.79</td>    <td>$141.27</td>    <td>26%</td>    <td>1.6%</td>    <td>-1.8%</td>   </tr>   <tr>    <td><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a> Inc. MELI</td>    <td>78%</td>    <td>$1,613.81</td>    <td>$2,021.37</td>    <td>25%</td>    <td>1.4%</td>    <td>-3.7%</td>   </tr>   <tr>    <td>Netflix Inc. NFLX</td>    <td>78%</td>    <td>$515.41</td>    <td>$619.67</td>    <td>20%</td>    <td>0.7%</td>    <td>-4.7%</td>   </tr>   <tr>    <td>Source: FactSet</td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>    <td></td>   </tr>  </tbody> </table> Chinese stocks listed in the U.S. took a beating Friday, and you can see from the three on this list (Baidu Inc. (K3SD.SG), JD.com Inc. <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> and NetEase Inc. <a href=\"https://laohu8.com/S/NTES\">$(NTES)$</a>) that this hasn't been a good year for the group. Therese Poletti explained why.</p><p><blockquote><table><tbody><tr><td>公司</td><td>分享“买入”评级</td><td>收盘价——7月23日</td><td>共识价格目标</td><td>隐含的12个月上涨潜力</td><td>价格变化——7月23日</td><td>价格变动--2021</td></tr><tr><td>百度ADR A类BIDU</td><td>86%</td><td>$172.66</td><td>$311.92</td><td>81%</td><td>-3.3%</td><td>-20.2%</td></tr><tr><td>美光科技公司MU</td><td>88%</td><td>$75.94</td><td>$121.25</td><td>60%</td><td>0.5%</td><td>1.0%</td></tr><tr><td>京东ADR A类JD</td><td>91%</td><td>$72.29</td><td>$98.15</td><td>36%</td><td>-4.8%</td><td>-17.8%</td></tr><tr><td>网易公司ADR</td><td>86%</td><td>$103.53</td><td>$134.54</td><td>30%</td><td>-8.0%</td><td>8.1%</td></tr><tr><td>Vertex制药公司VRTX</td><td>78%</td><td>$200.50</td><td>$259.71</td><td>30%</td><td>2.3%</td><td>-15.2%</td></tr><tr><td>微芯科技公司MCHP</td><td>76%</td><td>$139.22</td><td>$177.14</td><td>27%</td><td>0.6%</td><td>0.8%</td></tr><tr><td>动视暴雪公司ATVI</td><td>88%</td><td>$91.50</td><td>$116.09</td><td>27%</td><td>1.1%</td><td>-1.5%</td></tr><tr><td>Fiserv公司FISV</td><td>85%</td><td>$111.79</td><td>$141.27</td><td>26%</td><td>1.6%</td><td>-1.8%</td></tr><tr><td><a href=\"https://laohu8.com/S/MELI\">自由市场</a>公司MELI</td><td>78%</td><td>$1,613.81</td><td>$2,021.37</td><td>25%</td><td>1.4%</td><td>-3.7%</td></tr><tr><td>Netflix公司NFLX</td><td>78%</td><td>$515.41</td><td>$619.67</td><td>20%</td><td>0.7%</td><td>-4.7%</td></tr><tr><td>来源：FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table>在美国上市的中国股票周五遭受重创，你可以从这份名单上的三只股票（百度公司（K3SD.SG）、京东公司）中看到。<a href=\"https://laohu8.com/S/JD\">$（京东）$</a>和网易公司。<a href=\"https://laohu8.com/S/NTES\">$（NTES）$</a>）今年对该集团来说并不是一个好年景。特里萨·波莱蒂解释了原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/here-are-wall-streets-favorite-big-tech-stocks-as-the-nasdaq-closes-in-on-another-milestone-11627074982?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TQQQ":"纳指三倍做多ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","NFLX":"奈飞","PSQ":"做空纳斯达克100指数ETF-ProShares","QLD":"2倍做多纳斯达克100指数ETF-ProShares","BIDU":"百度","JD":"京东","QID":"两倍做空纳斯达克指数ETF-ProShares",".IXIC":"NASDAQ Composite","NDAQ":"纳斯达克OMX交易所","MU":"美光科技"},"source_url":"https://www.marketwatch.com/story/here-are-wall-streets-favorite-big-tech-stocks-as-the-nasdaq-closes-in-on-another-milestone-11627074982?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153388319","content_text":"As the Nasdaq Composite Index nears 15,000, analysts see upside for Activision Blizzard, Netflix and Baidu, among others\nSome 88% of analysts rate Activision Blizzard \"buy,\" and their consensus price target is 27% above the stock's closing price July 23. (Getty Images)\nAll three of the major U.S. stock indexes hit records Friday, and the Nasdaq Composite Index might reach its next milestone -- 15,000 -- next week.\nBelow is a list of stocks whose gains have powered the Nasdaq Composite Index's gains this year, along with another list of analysts' favorite stocks among the Nasdaq-100 Index .\nHere's a summary of Friday's action:\n(Note: All price changes in this article exclude dividends.)\nNasdaq-100 winners for 2021\nThe Nasdaq-100 Index is made up of the 100 largest non-financial companies by market capitalization in the full Nasdaq Composite Index. It is reconstituted each year in December. Both indexes are weighted by market cap, and the Nasdaq-100's market cap of $17.21 trillion is about 73% of the full index. So most of the full Nasdaq's performance is represented by the Nasdaq-100, which is tracked by the Invesco QQQ Trust $(QQQ)$.\nHere are the 10 stocks among the Nasdaq-100 that have risen the most during 2021 through July 23:\n\n\n\nCompany\nPrice change -- 2021\nPrice change -- July 23\n52-week high\nDate of 52-week high\nDecline from 52-week high\n\n\nModerna Inc. MRNA\n233.9%\n7.8%\n$349.45\n07/23/2021\n-0.2%\n\n\nApplied Materials Inc. AMAT\n60.4%\n0.9%\n$146.00\n04/05/2021\n-5.2%\n\n\nAlphabet Inc. Class C GOOG\n57.3%\n3.4%\n$2,776.17\n07/23/2021\n-0.7%\n\n\nASML Holding NV ADR ASML\n53.4%\n2.5%\n$756.78\n07/23/2021\n-1.1%\n\n\nAlphabet Inc. Class A GOOGL\n51.8%\n3.6%\n$2,667.98\n07/23/2021\n-0.3%\n\n\nNvidia Corp.\n49.8%\n-0.2%\n$208.75\n07/07/2021\n-6.3%\n\n\nEBay Inc. EBAY\n46.3%\n2.1%\n$73.77\n07/23/2021\n-0.3%\n\n\nIntuit Inc. INTU\n39.1%\n1.4%\n$532.33\n07/23/2021\n-0.7%\n\n\nIdexx Laboratories Inc. IDXX\n38.8%\n1.6%\n$696.35\n07/23/2021\n-0.4%\n\n\nDocuSign Inc. DOCU\n38.8%\n0.2%\n$310.51\n07/22/2021\n-0.6%\n\n\nCDW Corp. CDW\n37.3%\n2.0%\n$184.58\n04/16/2021\n-2.0%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\nActually, there are 11 stocks on the list because the index includes Alphabet Inc.'s Class C $(GOOGL)$ and Class A (GOOGL) shares.\nSeven of those stocks hit 52-week highs July 23.\nWall Street's favorite stocks in the Nasdaq-100\nHere are the 10 stocks in the Nasdaq-100 with \"buy\" or equivalent ratings among at least 75% of analysts polled by FactSet, with the most 12-month upside potential implied by consensus price targets:\n\n\n\nCompany\nShare \"buy\" ratings\nClosing price -- July 23\nConsensus price target\nImplied 12-month upside potential\nPrice change -- July 23\nPrice change -- 2021\n\n\nBaidu Inc. ADR Class A BIDU\n86%\n$172.66\n$311.92\n81%\n-3.3%\n-20.2%\n\n\nMicron Technology Inc. MU\n88%\n$75.94\n$121.25\n60%\n0.5%\n1.0%\n\n\nJD.com Inc. ADR Class A JD\n91%\n$72.29\n$98.15\n36%\n-4.8%\n-17.8%\n\n\nNetEase Inc. ADR\n86%\n$103.53\n$134.54\n30%\n-8.0%\n8.1%\n\n\nVertex Pharmaceuticals Inc. VRTX\n78%\n$200.50\n$259.71\n30%\n2.3%\n-15.2%\n\n\nMicrochip Technology Inc. MCHP\n76%\n$139.22\n$177.14\n27%\n0.6%\n0.8%\n\n\nActivision Blizzard Inc. ATVI\n88%\n$91.50\n$116.09\n27%\n1.1%\n-1.5%\n\n\nFiserv Inc. FISV\n85%\n$111.79\n$141.27\n26%\n1.6%\n-1.8%\n\n\nMercadoLibre Inc. MELI\n78%\n$1,613.81\n$2,021.37\n25%\n1.4%\n-3.7%\n\n\nNetflix Inc. NFLX\n78%\n$515.41\n$619.67\n20%\n0.7%\n-4.7%\n\n\nSource: FactSet\n\n\n\n\n\n\n\n\n\nChinese stocks listed in the U.S. took a beating Friday, and you can see from the three on this list (Baidu Inc. (K3SD.SG), JD.com Inc. $(JD)$ and NetEase Inc. $(NTES)$) that this hasn't been a good year for the group. Therese Poletti explained why.","news_type":1,"symbols_score_info":{".IXIC":0.9,"NQmain":0.9,"NFLX":0.9,"QQQ":0.9,"MU":0.9,"PSQ":0.9,"TQQQ":0.9,"BIDU":0.9,"SQQQ":0.9,"JD":0.9,"QID":0.9,"QLD":0.9,"MNQmain":0.9,"NDAQ":0.9}},"isVote":1,"tweetType":1,"viewCount":488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177056339,"gmtCreate":1627171463721,"gmtModify":1633767571822,"author":{"id":"3582799148579670","authorId":"3582799148579670","name":"Ajay29","avatar":"https://static.tigerbbs.com/c66b9c3187e633dcff1384f7a0eca0a0","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582799148579670","idStr":"3582799148579670"},"themes":[],"htmlText":"Sounds promising&nbsp;","listText":"Sounds promising&nbsp;","text":"Sounds promising","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177056339","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}