bigjosh的个人主页 - 老虎社区

bigjosh

bigjosh

暂无个人介绍

IP属地：未知

37关注

5粉丝

0主题

0勋章

2021-12-29

Yes

抱歉，原内容已删除

2021-12-29

Wow

Cathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception<blockquote>Cathie Wood对2021年增长20%的预测变得糟糕，因为Ark的旗舰基金出现了自成立以来最差的回报</blockquote>

2021-12-24

Wow

3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>

2021-12-24

Awesome

Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>

2021-12-18

UUUHUU

@MillionaireTiger:Stock Prediction: The Share Price of Tesla📈

2021-11-09

$AMC Entertainment(AMC)$fark those hedgies

2021-11-08

PLAY BRO

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-07

:')

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-04

$AMC Entertainment(AMC)$Lets Go AMC

2021-11-02

$Spotify Technology S.A.(SPOT)$Lets Go up

2021-06-22

Buy bro

2021-06-21

THIS STOCK IS GONNA REACH 10 BUCKS BY 2021 YOU BETTER HOP ON NOW OFF TO THE MOON

2021-06-21

Okai

Troubled Companies Take Page From AMC Playbook in Seeking Stock-Market Lifelines<blockquote>陷入困境的公司借鉴 AMC 的剧本，寻求股市生命线</blockquote>

2021-06-20

LETS GO AMC $AMC Entertainment(AMC)$

2021-06-17

Honestly it feels like this website is trying so dam hard to make people sell AMC are you by any chance with the hedgies ? Ahha ha

抱歉，原内容已删除

2021-06-17

Wow

Qualcomm's Interest in Arm Reveals Its Greatest Fear<blockquote>高通对 Arm 的兴趣揭示了其最大的恐惧</blockquote>

2021-06-16

Wow

抱歉，原内容已删除

2021-06-15

Ooof

抱歉，原内容已删除

2021-06-13

Consider

2021-06-13

Wow

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3583115065771135","uuid":"3583115065771135","gmtCreate":1620021316454,"gmtModify":1621145082175,"name":"bigjosh","pinyin":"bigjosh","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":37,"tweetSize":23,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.22","exceedPercentage":"80.49%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":696441554,"gmtCreate":1640755807810,"gmtModify":1640755889783,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696441554","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696441212,"gmtCreate":1640755749686,"gmtModify":1640755749816,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696441212","repostId":"1121988660","repostType":4,"repost":{"id":"1121988660","kind":"news","pubTimestamp":1640750325,"share":"https://www.laohu8.com/m/news/1121988660?lang=zh_CN&edition=full","pubTime":"2021-12-29 11:58","market":"us","language":"en","title":"Cathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception<blockquote>Cathie Wood对2021年增长20%的预测变得糟糕，因为Ark的旗舰基金出现了自成立以来最差的回报</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1121988660","media":"Businessinsider","summary":"Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.\nA","content":"<p><ul>  <li>Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.</li>  <li>Ark Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its worst return since inception.</li>  <li>Wood now expects the growth-oriented ETF to deliver a compounded annual growth rate of up to 40% over the next 5 years.</li> </ul> <hr> It's been a difficult year for investors in Ark Invest's flagshipDisruptive Innovation ETF, with the fund on track for its worst year of performance since launching in 2014.</p><p><blockquote><ul><li>Cathie Wood对她的Ark Invest旗舰基金上涨20%的预期今年没有实现。</li><li>相反，Ark Invest的颠覆性创新ETF在2021年下跌了20%以上，创下了自成立以来的最差回报。</li><li>Wood目前预计，这只成长型ETF在未来5年内的复合年增长率将高达40%。</li></ul><hr/>对于Ark Invest旗舰颠覆性创新ETF的投资者来说，今年是艰难的一年，该基金有望创下自2014年推出以来表现最差的一年。</blockquote></p><p> That's after the ETF delivered sky-high returns of 150% in 2020, helping Ark Invest amass more than $17 billion in assets under management in its flagship fund. The ETF is down 21% in 2021, while theS&amp;P 500is up about 30% year-to-date.</p><p><blockquote>此前，该ETF在2020年实现了150%的天价回报，帮助Ark Invest在其旗舰基金中管理了超过170亿美元的资产。该ETF在2021年下跌了21%，而标准普尔500指数今年迄今上涨了约30%。</blockquote></p><p> Ark Invest's poor returns in 2021 were likely a surprise to Cathie Wood, who forecasted a five-year compounded annual growth rateof 20% in December of 2020.She now expects even higher returns looking forward, with a recent blog post outlining her view that the fund could deliver a&nbsp;five-year compounded annual growth rate of up to 40%.</p><p><blockquote>ARK Invest 2021年的糟糕回报可能会让Cathie Wood感到意外，她在2020年12月预测五年复合年增长率为20%。她现在预计未来会有更高的回报，最近的一篇博客文章概述了她的观点，即该基金的五年复合年增长率可能高达40%。</blockquote></p><p> But Wood's prediction for a 20% gain in 2021 looked to be correct earlier this year, with the fund up 25% at its peak in February. Since then, a downturn in work-from-home stocks and unprofitable technology names dragged down its performance considerably.</p><p><blockquote>但今年早些时候，伍德对2021年上涨20%的预测似乎是正确的，该基金在2月份的峰值上涨了25%。此后，在家工作股票的低迷和无利可图的科技公司大大拖累了其业绩。</blockquote></p><p> The stocks&nbsp;that hit Ark Invest's performance the mostincludeTeladocandZoom Video, which are both down about 50% this year and lowered the fund by 550 and 386 basis points, respectively, according to data fromKoyfin.</p><p><blockquote>Koyfin的数据显示，对Ark Invest业绩影响最大的股票包括Elado和Zoom Video，这两只股票今年均下跌了约50%，并使该基金分别下跌了550个和386个基点。</blockquote></p><p> Those losses far outweighed Ark Invest's top performing holding,Tesla, which is up more than 56% year-to-date and boosted the fund by 286 basis points.</p><p><blockquote>这些损失远远超过了Ark Invest表现最好的持股特斯拉，该股今年迄今上涨了56%以上，使该基金上涨了286个基点。</blockquote></p><p> And it's not just Ark Invest's flagship ETF that has had a rough year, with five out of Ark's six active ETF's delivering negative returns year-to-date. The&nbsp;Ark Genomic Revolution ETFis the worst performing fund, down about 33% year-to-date, while the&nbsp;Ark Autonomous Technology and Robotics ETF&nbsp;is the best performing fund, up about 3%.</p><p><blockquote>不仅仅是Ark Invest的旗舰ETF经历了艰难的一年，Ark的六只主动ETF中有五只今年迄今实现了负回报。ARK Genomic Revolution ETF是表现最差的基金，今年迄今下跌了约33%，而Ark Autonomous Technology and Robotics ETF是表现最好的基金，上涨了约3%。</blockquote></p><p></p>","source":"lsy1636471102575","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>Cathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception<blockquote>Cathie Wood对2021年增长20%的预测变得糟糕，因为Ark的旗舰基金出现了自成立以来最差的回报</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\">\nCathie Wood's prediction for a 20% gain in 2021 sours as Ark's flagship fund sees worst return since inception<blockquote>Cathie Wood对2021年增长20%的预测变得糟糕，因为Ark的旗舰基金出现了自成立以来最差的回报</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Businessinsider</strong><span class=\"h-time small\">2021-12-29 11:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p><ul>  <li>Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.</li>  <li>Ark Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its worst return since inception.</li>  <li>Wood now expects the growth-oriented ETF to deliver a compounded annual growth rate of up to 40% over the next 5 years.</li> </ul> <hr> It's been a difficult year for investors in Ark Invest's flagshipDisruptive Innovation ETF, with the fund on track for its worst year of performance since launching in 2014.</p><p><blockquote><ul><li>Cathie Wood对她的Ark Invest旗舰基金上涨20%的预期今年没有实现。</li><li>相反，Ark Invest的颠覆性创新ETF在2021年下跌了20%以上，创下了自成立以来的最差回报。</li><li>Wood目前预计，这只成长型ETF在未来5年内的复合年增长率将高达40%。</li></ul><hr/>对于Ark Invest旗舰颠覆性创新ETF的投资者来说，今年是艰难的一年，该基金有望创下自2014年推出以来表现最差的一年。</blockquote></p><p> That's after the ETF delivered sky-high returns of 150% in 2020, helping Ark Invest amass more than $17 billion in assets under management in its flagship fund. The ETF is down 21% in 2021, while theS&amp;P 500is up about 30% year-to-date.</p><p><blockquote>此前，该ETF在2020年实现了150%的天价回报，帮助Ark Invest在其旗舰基金中管理了超过170亿美元的资产。该ETF在2021年下跌了21%，而标准普尔500指数今年迄今上涨了约30%。</blockquote></p><p> Ark Invest's poor returns in 2021 were likely a surprise to Cathie Wood, who forecasted a five-year compounded annual growth rateof 20% in December of 2020.She now expects even higher returns looking forward, with a recent blog post outlining her view that the fund could deliver a&nbsp;five-year compounded annual growth rate of up to 40%.</p><p><blockquote>ARK Invest 2021年的糟糕回报可能会让Cathie Wood感到意外，她在2020年12月预测五年复合年增长率为20%。她现在预计未来会有更高的回报，最近的一篇博客文章概述了她的观点，即该基金的五年复合年增长率可能高达40%。</blockquote></p><p> But Wood's prediction for a 20% gain in 2021 looked to be correct earlier this year, with the fund up 25% at its peak in February. Since then, a downturn in work-from-home stocks and unprofitable technology names dragged down its performance considerably.</p><p><blockquote>但今年早些时候，伍德对2021年上涨20%的预测似乎是正确的，该基金在2月份的峰值上涨了25%。此后，在家工作股票的低迷和无利可图的科技公司大大拖累了其业绩。</blockquote></p><p> The stocks&nbsp;that hit Ark Invest's performance the mostincludeTeladocandZoom Video, which are both down about 50% this year and lowered the fund by 550 and 386 basis points, respectively, according to data fromKoyfin.</p><p><blockquote>Koyfin的数据显示，对Ark Invest业绩影响最大的股票包括Elado和Zoom Video，这两只股票今年均下跌了约50%，并使该基金分别下跌了550个和386个基点。</blockquote></p><p> Those losses far outweighed Ark Invest's top performing holding,Tesla, which is up more than 56% year-to-date and boosted the fund by 286 basis points.</p><p><blockquote>这些损失远远超过了Ark Invest表现最好的持股特斯拉，该股今年迄今上涨了56%以上，使该基金上涨了286个基点。</blockquote></p><p> And it's not just Ark Invest's flagship ETF that has had a rough year, with five out of Ark's six active ETF's delivering negative returns year-to-date. The&nbsp;Ark Genomic Revolution ETFis the worst performing fund, down about 33% year-to-date, while the&nbsp;Ark Autonomous Technology and Robotics ETF&nbsp;is the best performing fund, up about 3%.</p><p><blockquote>不仅仅是Ark Invest的旗舰ETF经历了艰难的一年，Ark的六只主动ETF中有五只今年迄今实现了负回报。ARK Genomic Revolution ETF是表现最差的基金，今年迄今下跌了约33%，而Ark Autonomous Technology and Robotics ETF是表现最好的基金，上涨了约3%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/etf/ark-invest-worst-return-since-inception-cathie-wood-prediction-flops-2021-12\">Businessinsider</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":{"ARKK":"ARK Innovation ETF"},"source_url":"https://markets.businessinsider.com/news/etf/ark-invest-worst-return-since-inception-cathie-wood-prediction-flops-2021-12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121988660","content_text":"Cathie Wood's expectation for a 20% gain in her Ark Invest flagship fund didn't pan out this year.\nArk Invest's Disruptive Innovation ETF instead has fallen more than 20% in 2021, representing its worst return since inception.\nWood now expects the growth-oriented ETF to deliver a compounded annual growth rate of up to 40% over the next 5 years.\n\n\nIt's been a difficult year for investors in Ark Invest's flagshipDisruptive Innovation ETF, with the fund on track for its worst year of performance since launching in 2014.\nThat's after the ETF delivered sky-high returns of 150% in 2020, helping Ark Invest amass more than $17 billion in assets under management in its flagship fund. The ETF is down 21% in 2021, while theS&P 500is up about 30% year-to-date.\nArk Invest's poor returns in 2021 were likely a surprise to Cathie Wood, who forecasted a five-year compounded annual growth rateof 20% in December of 2020.She now expects even higher returns looking forward, with a recent blog post outlining her view that the fund could deliver a five-year compounded annual growth rate of up to 40%.\nBut Wood's prediction for a 20% gain in 2021 looked to be correct earlier this year, with the fund up 25% at its peak in February. Since then, a downturn in work-from-home stocks and unprofitable technology names dragged down its performance considerably.\nThe stocks that hit Ark Invest's performance the mostincludeTeladocandZoom Video, which are both down about 50% this year and lowered the fund by 550 and 386 basis points, respectively, according to data fromKoyfin.\nThose losses far outweighed Ark Invest's top performing holding,Tesla, which is up more than 56% year-to-date and boosted the fund by 286 basis points.\nAnd it's not just Ark Invest's flagship ETF that has had a rough year, with five out of Ark's six active ETF's delivering negative returns year-to-date. The Ark Genomic Revolution ETFis the worst performing fund, down about 33% year-to-date, while the Ark Autonomous Technology and Robotics ETF is the best performing fund, up about 3%.","news_type":1,"symbols_score_info":{"ARKK":0.9}},"isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698696523,"gmtCreate":1640358997967,"gmtModify":1640358998049,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698696523","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","LCID":"Lucid Group Inc","XPEV":"小鹏集团","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"RIVN":0.9,"XPEV":0.9,"TSLA":0.9,"LCID":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698696352,"gmtCreate":1640358940761,"gmtModify":1640358940842,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698696352","repostId":"1175608113","repostType":4,"repost":{"id":"1175608113","kind":"news","pubTimestamp":1640342686,"share":"https://www.laohu8.com/m/news/1175608113?lang=zh_CN&edition=full","pubTime":"2021-12-24 18:44","market":"us","language":"en","title":"Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175608113","media":"Investors","summary":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical o","content":"<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>","source":"lsy1610449120050","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 Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-12-24 18:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220\">Investors</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":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175608113","content_text":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against Walmart(WMT). Is Amazon stock a buy?\nAmazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.\nWalmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.\nMuch work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.\nAt the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.\nAmazon Is Making Critical Investments\n\"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"\nAmazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.\nFor its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.\nThe company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.\nCowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.\nAmazon Introduces Numerous New Gadgets\nOn Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.\nThe Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.\nAnother Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.\nEarlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.\nPlenty Of Growth Opportunities\nAmazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.\nOn March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.\nIf Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.\nAmazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.\nAnalysts at Jefferies give Amazon a buy rating and price target or 4,000.\n\"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.\n\"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.\nTapping The Market For Prescription Drugs\nIn addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.\nOn May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.\nTo get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.\nAnother growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.","news_type":1,"symbols_score_info":{"WMT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699211117,"gmtCreate":1639807492578,"gmtModify":1639807492699,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"UUUHUU","listText":"UUUHUU","text":"UUUHUU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699211117","repostId":"604665122","repostType":1,"repost":{"id":604665122,"gmtCreate":1639388607365,"gmtModify":1639392681062,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/8901a3026957857b6996ae953d595bee","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"Stock Prediction: The Share Price of Tesla📈","htmlText":"Hey! Welcome&nbsp;you&nbsp;join&nbsp;our&nbsp;\"stock&nbsp;prediction\"&nbsp;column!&nbsp;✨✨This&nbsp;column&nbsp;will&nbsp;update&nbsp;every&nbsp;Monday&nbsp;and&nbsp;Friday!&nbsp;Follow&nbsp;my&nbsp;steps&nbsp;to&nbsp;win&nbsp;Tiger&nbsp;Coins！🤑🤑🤑 Let's&nbsp;start&nbsp;the&nbsp;game! <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> 1.&nbsp;Predict&nbsp;the&nbsp;closing&nbsp;price&nbsp;of&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> on&nbsp;Dec&nbsp;17,&nbsp;Friday. 2.&nbsp;Please&nbsp;round&nbsp;your&nbsp;answer&nbsp;to&nbsp;the&nbsp;whole&nbsp;number,&nbsp;for&nbsp;example,&nbsp;round&nbsp;$323.57&nbsp;to&nbsp;$324. 3.&nbsp;Leave&nbsp;your&nbsp;answer&nbsp;in&nbsp;the&nbsp;comment,&nbsp;the&nbsp;first&nbsp;10&nbsp;correct&amp;n","listText":"Hey! Welcome&nbsp;you&nbsp;join&nbsp;our&nbsp;\"stock&nbsp;prediction\"&nbsp;column!&nbsp;✨✨This&nbsp;column&nbsp;will&nbsp;update&nbsp;every&nbsp;Monday&nbsp;and&nbsp;Friday!&nbsp;Follow&nbsp;my&nbsp;steps&nbsp;to&nbsp;win&nbsp;Tiger&nbsp;Coins！🤑🤑🤑 Let's&nbsp;start&nbsp;the&nbsp;game! <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> 1.&nbsp;Predict&nbsp;the&nbsp;closing&nbsp;price&nbsp;of&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> on&nbsp;Dec&nbsp;17,&nbsp;Friday. 2.&nbsp;Please&nbsp;round&nbsp;your&nbsp;answer&nbsp;to&nbsp;the&nbsp;whole&nbsp;number,&nbsp;for&nbsp;example,&nbsp;round&nbsp;$323.57&nbsp;to&nbsp;$324. 3.&nbsp;Leave&nbsp;your&nbsp;answer&nbsp;in&nbsp;the&nbsp;comment,&nbsp;the&nbsp;first&nbsp;10&nbsp;correct&amp;n","text":"Hey! Welcome you join our \"stock prediction\" column! ✨✨This column will update every Monday and Friday! Follow my steps to win Tiger Coins！🤑🤑🤑 Let's start the game! $Tesla Motors(TSLA)$ 1. Predict the closing price of $Tesla Motors(TSLA)$ on Dec 17, Friday. 2. Please round your answer to the whole number, for example, round $323.57 to $324. 3. Leave your answer in the comment, the first 10 correct&n","images":[{"img":"https://static.tigerbbs.com/0dff2cfd0d6ab3214cf9496b7322b8d5","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604665122","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847930615,"gmtCreate":1636470938651,"gmtModify":1636470938817,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>fark those hedgies","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>fark those hedgies","text":"$AMC Entertainment(AMC)$fark those hedgies","images":[{"img":"https://static.tigerbbs.com/00934b7e510db035abaf95e34ad3bf91","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847930615","isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845272126,"gmtCreate":1636345959086,"gmtModify":1636345959202,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"PLAY BRO","listText":"PLAY BRO","text":"PLAY BRO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845272126","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845949914,"gmtCreate":1636271048254,"gmtModify":1636271048413,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":":')","listText":":')","text":":')","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845949914","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848495856,"gmtCreate":1636017664626,"gmtModify":1636017722469,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Lets Go AMC","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Lets Go AMC","text":"$AMC Entertainment(AMC)$Lets Go AMC","images":[{"img":"https://static.tigerbbs.com/09a0e1ab85d876df58c88d92186141fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848495856","isVote":1,"tweetType":1,"viewCount":4199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":843464945,"gmtCreate":1635851583436,"gmtModify":1635851583494,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>Lets Go up","listText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>Lets Go up","text":"$Spotify Technology S.A.(SPOT)$Lets Go up","images":[{"img":"https://static.tigerbbs.com/ef46297cf46bcb0247b0893a0e15b567","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843464945","isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":129383801,"gmtCreate":1624359365303,"gmtModify":1634007336973,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Buy bro","listText":"Buy bro","text":"Buy bro","images":[{"img":"https://static.tigerbbs.com/acf8195a5324ffb34612efdccb1dd5c6","width":"1080","height":"3158"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129383801","isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":167187493,"gmtCreate":1624252519212,"gmtModify":1634008835703,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"THIS STOCK IS GONNA REACH 10 BUCKS BY 2021 YOU BETTER HOP ON NOW OFF TO THE MOON","listText":"THIS STOCK IS GONNA REACH 10 BUCKS BY 2021 YOU BETTER HOP ON NOW OFF TO THE MOON","text":"THIS STOCK IS GONNA REACH 10 BUCKS BY 2021 YOU BETTER HOP ON NOW OFF TO THE MOON","images":[{"img":"https://static.tigerbbs.com/e25ddcc53f2d6d1c57f2a926ec0f7783","width":"1080","height":"3158"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167187493","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":167357376,"gmtCreate":1624249091595,"gmtModify":1634008897034,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Okai","listText":"Okai","text":"Okai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167357376","repostId":"1135860567","repostType":2,"repost":{"id":"1135860567","kind":"news","pubTimestamp":1624243350,"share":"https://www.laohu8.com/m/news/1135860567?lang=zh_CN&edition=full","pubTime":"2021-06-21 10:42","market":"us","language":"en","title":"Troubled Companies Take Page From AMC Playbook in Seeking Stock-Market Lifelines<blockquote>陷入困境的公司借鉴 AMC 的剧本，寻求股市生命线</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135860567","media":"WSJ","summary":"The frenzied stock-buying activity that may have saved AMC Entertainment Holdings Inc.from bankruptcy is opening up a potential escape hatch for other troubled borrowers as well.More companies with steep financial challenges are seeking a lifeline from equity markets, eager to capitalize on thesurge of interest in stock buyingfrom nonprofessional investors. Earlier this month, coal miner Peabody Energy Corp.,offshore drilling contractor Transocean Ltd.and retailer Express Inc.,all announced plan","content":"<p>The frenzied stock-buying activity that may have saved&nbsp;AMC Entertainment Holdings Inc.from bankruptcy is opening up a potential escape hatch for other troubled borrowers as well.</p><p><blockquote>疯狂的股票购买活动可能使AMC院线控股公司免于破产，也为其他陷入困境的借款人打开了一个潜在的逃生窗口。</blockquote></p><p> More companies with steep financial challenges are seeking a lifeline from equity markets, eager to capitalize on thesurge of interest in stock buyingfrom nonprofessional investors. Earlier this month, coal miner&nbsp;Peabody Energy Corp.,offshore drilling contractor&nbsp;Transocean Ltd.and retailer&nbsp;Express Inc.,all announced plans to sell stock, betting equity markets will support them despite heavy debt loads, recent losses and industry headwinds.</p><p><blockquote>越来越多面临严峻财务挑战的公司正在从股票市场寻求生命线，渴望利用非专业投资者对股票购买兴趣的激增。本月早些时候，煤矿商皮博迪能源公司、海上钻井承包商 Transocean Ltd. 和零售商 Express Inc. 都宣布了出售股票的计划，押注股市将支持它们，尽管债务负担沉重、近期亏损和行业逆风。</blockquote></p><p> Selling stock isn’t the typical way for distressed companies to grab a lifeline. More often, they are forced to seek out rescue loans, sell off assets or pursue a merger, which can be difficult because of their existing debt.</p><p><blockquote>出售股票并不是陷入困境的公司抓住生命线的典型方式。更多时候，他们被迫寻求救助贷款、出售资产或寻求合并，但由于他们现有的债务，这可能会很困难。</blockquote></p><p> But equity markets now are more open to supporting troubled issuers, in large part because of risk-hungry individual investors eager to speculate, according to bankers and investors following the trend.</p><p><blockquote>但跟随这一趋势的银行家和投资者表示，股市现在更愿意支持陷入困境的发行人，这在很大程度上是因为厌恶风险的个人投资者渴望投机。</blockquote></p><p> The planned equity sales, if successful, mark another way nonprofessional investors have reshaped financial markets since they began to demonstrate their collective power last year,creating opportunitiesfor finance executives in the process.</p><p><blockquote>计划中的股权出售如果成功，将标志着非专业投资者自去年开始展示他们的集体力量以来重塑金融市场的另一种方式，在此过程中为财务高管创造了机会。</blockquote></p><p> “It’s a new phenomenon for some of these distressed companies,” said Scott Hartman, partner and co-head of corporate and traded credit at asset manager Värde Partners. “If I were in their seat, it makes a lot of sense to take equity capital when they can.”</p><p><blockquote>“资产管理公司 Värde Partners 的合伙人兼企业和贸易信贷联席主管斯科特-哈特曼（Scott Hartman）说：”对于其中一些陷入困境的公司来说，这是一个新现象。“如果我处在他们的位置上，在他们有能力的时候接受股权资本是很有意义的”。</blockquote></p><p> Peabody,Transoceanand Express are seeking to replicate—on a smaller scale—the capital-raising success of AMC, a favorite pick of individual investors who gather in online investing forums such as Reddit’s WallStreetBets.</p><p><blockquote>Peabody、Transocean 和 Express 正试图在较小的规模上复制 AMC 的融资成功，AMC 是聚集在 Reddit 的 WallStreetBets 等在线投资论坛上的个人投资者的最爱。</blockquote></p><p> AMC raised $2.2 billionthrough several stock salesduring the pandemic, largely to an enthusiastic following of day traders, despite warnings it was at risk of bankruptcy.</p><p><blockquote>AMC 在疫情期间通过多次股票出售筹集了 22 亿美元，主要是为了吸引热情的日内交易者，尽管有警告称该公司面临破产风险。</blockquote></p><p> It is difficult to classify even a highly leveraged company as distressed when its access to equity is “seemingly infinite,” said Andy Moore, chief executive of B. Riley Securities Inc. His firm is acting as sales agent for Peabody, which earlier this month kicked off an effort to sell up to 12.5 million shares through an “at-the-market” offering. In such offerings, companies sell shares bit-by-bit at market prices in a manner that is accessible to individual investors as well as institutional ones.</p><p><blockquote>B. Riley Securities Inc. 首席执行官安迪-摩尔（Andy Moore）说，当一家高杠杆公司获得股权的机会 “看似无限 ”时，也很难将其归类为陷入困境的公司。他的公司是皮博迪公司的销售代理，皮博迪公司本月早些时候开始通过 “市场 ”发行出售多达 1250 万股股票。在此类发行中，公司以个人投资者和机构投资者都可以参与的方式以市场价格一点一点地出售股票。</blockquote></p><p> Since exiting bankruptcy in 2017, Peabody has faced difficulties as utilities rely less on coal, and it restructured debt in February to avert a default. The company’s bonds trade at discounts of between 69 and 78 cents on the dollar, indicating market doubts they will be fully repaid. It reported an $80 million net loss in the first quarter amid continued weak conditions for the coal industry.</p><p><blockquote>自 2017 年摆脱破产以来，皮博迪一直面临困难，因为公用事业公司对煤炭的依赖减少，并于 2 月份重组了债务以避免违约。该公司债券的交易价格在 69 至 78 美分之间，这表明市场怀疑债券能否全额偿还。由于煤炭行业持续疲软，该公司报告第一季度净亏损 8000 万美元。</blockquote></p><p> Express, the apparel retailer, borrowed money from private-equity firm Sycamore Partners in January to stockpile cash for surviving the pandemic. Then the company launched an ATM stock sale earlier this month, aiming to sell up to 15 million new shares, despite reporting a loss of $405 million for the last fiscal year as a result of the pandemic and its impact on shopping.</p><p><blockquote>服装零售商 Express 于 1 月份从私募股权公司 Sycamore Partners 借款，以储备现金以度过疫情。随后，该公司于本月早些时候启动了 ATM 股票销售，目标是出售多达 1500 万股新股，尽管由于疫情及其对购物的影响，上一财年报告亏损 4.05 亿美元。</blockquote></p><p> On Tuesday, offshore drillerTransoceanjoined in with an offering of up to $400 million in shares despite a junk credit rating, more than $7 billion in debt, andongoing creditor litigationover its restructuring efforts last year.</p><p><blockquote>周二，海上钻探商 Transocean 加入了发行高达 4 亿美元的股票的行列，尽管其信用评级为垃圾级，债务超过 70 亿美元，并且债权人就其去年的重组工作提起诉讼。</blockquote></p><p> Peabody and Express didn’t respond to requests for comment. Transocean referred inquiries to its securities filings.</p><p><blockquote>Peabody 和 Express 没有回应置评请求。Transocean 将询问提交给其证券文件。</blockquote></p><p> Jamie Zimmerman, founder and CEO of hedge-fund manager Litespeed Management LLC, said that some troubled companies may be unable to raise new debt, and selling stock may be their only path to obtain financing.</p><p><blockquote>对冲基金管理公司Litespeed Management LLC创始人兼首席执行官杰米·齐默尔曼(Jamie Zimmerman)表示，一些陷入困境的公司可能无法筹集新债，出售股票可能是它们获得融资的唯一途径。</blockquote></p><p> “You don’t get unless you ask,” said Dan Zwirn, founder and chief executive of asset manager Arena Investors LP. “If I’m structurally insolvent and can’t refinance myself into extending the life of the enterprise, I might as well take this shot.”</p><p><blockquote>“资产管理公司 Arena Investors LP 的创始人兼首席执行官丹-兹维恩（Dan Zwirn）说：”除非你问，否则你不会得到。“如果我在结构上资不抵债，无法为自己进行再融资以延长企业寿命，我还不如尝试一下。”</blockquote></p><p> “With this infusion of retail people, there are more counterparties for such a transaction,” Mr. Zwirn added.</p><p><blockquote>“Zwirn 先生补充说：”随着零售人才的加入，此类交易的交易对手就更多了。</blockquote></p><p> Inflows of capital from individual investors, some using money from federal stimulus funds to open trading accounts, have buoyed the broader stock market, driving gains of more than10% year-to-datefor the Dow Jones Industrial Average and Nasdaq Composite Index.</p><p><blockquote>个人投资者的资本流入，其中一些人使用联邦刺激基金的资金开设交易账户，提振了更广泛的股市，推动道琼斯工业平均指数和纳斯达克综合指数年初至今上涨超过 10%。</blockquote></p><p> Individual investors’ share of overall U.S. equities trading volume rose last year to roughly double what it was a decade before andcontinues to grow. At times, their bets on beaten-down stocks havebeat out institutional investors.</p><p><blockquote>去年，个人投资者在美国股票交易总量中所占的份额上升至十年前的两倍左右，并且还在继续增长。有时，他们对遭受重创的股票的押注会击败机构投资者。</blockquote></p><p> Howard Fischer, a securities lawyer with Moses &amp; Singer LLP, said that the underlying economic health now seems less important than the unbridled enthusiasm of individual investors, even if that enthusiasm is divorced from any rational economic analysis.</p><p><blockquote>Moses &amp; Singer LLP律师事务所的证券律师霍华德·费舍尔(Howard Fischer)表示，现在看来，潜在的经济健康状况不如个人投资者肆无忌惮的热情重要，即使这种热情脱离了任何理性的经济分析。</blockquote></p><p></p><p> Hertz Global Holdings Inc.tried to ride a wave of interest from retail traders to finance itself last year while it was under bankruptcy protection, and ended up scrapping the effort under pressure from the Securities and Exchange Commission.</p><p><blockquote>去年，赫兹全球控股公司（Hertz Global Holdings Inc.）在受到破产保护期间，试图利用零售商的兴趣为自己融资，但最终在美国证券交易委员会的压力下放弃了这一努力。</blockquote></p><p> The bullish individual investors who bet on the business shortly after it filed for chapter 11 were vindicated when Hertz found buyers agreeing to pay up to $8 a share in value.</p><p><blockquote>当赫兹发现买家同意支付每股价值高达 8 美元的价格时，在该公司申请破产法第 11 章后不久押注该公司的乐观个人投资者得到了证实。</blockquote></p><p> Adi Habbu, a director on the credit trading desk atBarclays PLC,said widespread bullishness in equity markets goes beyond retail traders, and is fueled by the economic recovery and the easing of pandemic restrictions.</p><p><blockquote>巴克莱银行信贷交易部主管阿迪·哈布表示，股市的普遍看涨情绪超出了散户交易者的范畴，经济复苏和疫情限制的放松也推动了股市的普遍看涨情绪。</blockquote></p><p> “It’s certainly not a bad time to try,” he said. “The core trend is that there is positive reopening sentiment that is driven not just by retail but by institutional players as well.”</p><p><blockquote>“他说：”现在当然不是一个尝试的坏时机。“核心趋势是，重新开放的积极情绪不仅受到零售业的推动，也受到机构参与者的推动”。</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>Troubled Companies Take Page From AMC Playbook in Seeking Stock-Market Lifelines<blockquote>陷入困境的公司借鉴 AMC 的剧本，寻求股市生命线</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\">\nTroubled Companies Take Page From AMC Playbook in Seeking Stock-Market Lifelines<blockquote>陷入困境的公司借鉴 AMC 的剧本，寻求股市生命线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-06-21 10:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The frenzied stock-buying activity that may have saved&nbsp;AMC Entertainment Holdings Inc.from bankruptcy is opening up a potential escape hatch for other troubled borrowers as well.</p><p><blockquote>疯狂的股票购买活动可能使AMC院线控股公司免于破产，也为其他陷入困境的借款人打开了一个潜在的逃生窗口。</blockquote></p><p> More companies with steep financial challenges are seeking a lifeline from equity markets, eager to capitalize on thesurge of interest in stock buyingfrom nonprofessional investors. Earlier this month, coal miner&nbsp;Peabody Energy Corp.,offshore drilling contractor&nbsp;Transocean Ltd.and retailer&nbsp;Express Inc.,all announced plans to sell stock, betting equity markets will support them despite heavy debt loads, recent losses and industry headwinds.</p><p><blockquote>越来越多面临严峻财务挑战的公司正在从股票市场寻求生命线，渴望利用非专业投资者对股票购买兴趣的激增。本月早些时候，煤矿商皮博迪能源公司、海上钻井承包商 Transocean Ltd. 和零售商 Express Inc. 都宣布了出售股票的计划，押注股市将支持它们，尽管债务负担沉重、近期亏损和行业逆风。</blockquote></p><p> Selling stock isn’t the typical way for distressed companies to grab a lifeline. More often, they are forced to seek out rescue loans, sell off assets or pursue a merger, which can be difficult because of their existing debt.</p><p><blockquote>出售股票并不是陷入困境的公司抓住生命线的典型方式。更多时候，他们被迫寻求救助贷款、出售资产或寻求合并，但由于他们现有的债务，这可能会很困难。</blockquote></p><p> But equity markets now are more open to supporting troubled issuers, in large part because of risk-hungry individual investors eager to speculate, according to bankers and investors following the trend.</p><p><blockquote>但跟随这一趋势的银行家和投资者表示，股市现在更愿意支持陷入困境的发行人，这在很大程度上是因为厌恶风险的个人投资者渴望投机。</blockquote></p><p> The planned equity sales, if successful, mark another way nonprofessional investors have reshaped financial markets since they began to demonstrate their collective power last year,creating opportunitiesfor finance executives in the process.</p><p><blockquote>计划中的股权出售如果成功，将标志着非专业投资者自去年开始展示他们的集体力量以来重塑金融市场的另一种方式，在此过程中为财务高管创造了机会。</blockquote></p><p> “It’s a new phenomenon for some of these distressed companies,” said Scott Hartman, partner and co-head of corporate and traded credit at asset manager Värde Partners. “If I were in their seat, it makes a lot of sense to take equity capital when they can.”</p><p><blockquote>“资产管理公司 Värde Partners 的合伙人兼企业和贸易信贷联席主管斯科特-哈特曼（Scott Hartman）说：”对于其中一些陷入困境的公司来说，这是一个新现象。“如果我处在他们的位置上，在他们有能力的时候接受股权资本是很有意义的”。</blockquote></p><p> Peabody,Transoceanand Express are seeking to replicate—on a smaller scale—the capital-raising success of AMC, a favorite pick of individual investors who gather in online investing forums such as Reddit’s WallStreetBets.</p><p><blockquote>Peabody、Transocean 和 Express 正试图在较小的规模上复制 AMC 的融资成功，AMC 是聚集在 Reddit 的 WallStreetBets 等在线投资论坛上的个人投资者的最爱。</blockquote></p><p> AMC raised $2.2 billionthrough several stock salesduring the pandemic, largely to an enthusiastic following of day traders, despite warnings it was at risk of bankruptcy.</p><p><blockquote>AMC 在疫情期间通过多次股票出售筹集了 22 亿美元，主要是为了吸引热情的日内交易者，尽管有警告称该公司面临破产风险。</blockquote></p><p> It is difficult to classify even a highly leveraged company as distressed when its access to equity is “seemingly infinite,” said Andy Moore, chief executive of B. Riley Securities Inc. His firm is acting as sales agent for Peabody, which earlier this month kicked off an effort to sell up to 12.5 million shares through an “at-the-market” offering. In such offerings, companies sell shares bit-by-bit at market prices in a manner that is accessible to individual investors as well as institutional ones.</p><p><blockquote>B. Riley Securities Inc. 首席执行官安迪-摩尔（Andy Moore）说，当一家高杠杆公司获得股权的机会 “看似无限 ”时，也很难将其归类为陷入困境的公司。他的公司是皮博迪公司的销售代理，皮博迪公司本月早些时候开始通过 “市场 ”发行出售多达 1250 万股股票。在此类发行中，公司以个人投资者和机构投资者都可以参与的方式以市场价格一点一点地出售股票。</blockquote></p><p> Since exiting bankruptcy in 2017, Peabody has faced difficulties as utilities rely less on coal, and it restructured debt in February to avert a default. The company’s bonds trade at discounts of between 69 and 78 cents on the dollar, indicating market doubts they will be fully repaid. It reported an $80 million net loss in the first quarter amid continued weak conditions for the coal industry.</p><p><blockquote>自 2017 年摆脱破产以来，皮博迪一直面临困难，因为公用事业公司对煤炭的依赖减少，并于 2 月份重组了债务以避免违约。该公司债券的交易价格在 69 至 78 美分之间，这表明市场怀疑债券能否全额偿还。由于煤炭行业持续疲软，该公司报告第一季度净亏损 8000 万美元。</blockquote></p><p> Express, the apparel retailer, borrowed money from private-equity firm Sycamore Partners in January to stockpile cash for surviving the pandemic. Then the company launched an ATM stock sale earlier this month, aiming to sell up to 15 million new shares, despite reporting a loss of $405 million for the last fiscal year as a result of the pandemic and its impact on shopping.</p><p><blockquote>服装零售商 Express 于 1 月份从私募股权公司 Sycamore Partners 借款，以储备现金以度过疫情。随后，该公司于本月早些时候启动了 ATM 股票销售，目标是出售多达 1500 万股新股，尽管由于疫情及其对购物的影响，上一财年报告亏损 4.05 亿美元。</blockquote></p><p> On Tuesday, offshore drillerTransoceanjoined in with an offering of up to $400 million in shares despite a junk credit rating, more than $7 billion in debt, andongoing creditor litigationover its restructuring efforts last year.</p><p><blockquote>周二，海上钻探商 Transocean 加入了发行高达 4 亿美元的股票的行列，尽管其信用评级为垃圾级，债务超过 70 亿美元，并且债权人就其去年的重组工作提起诉讼。</blockquote></p><p> Peabody and Express didn’t respond to requests for comment. Transocean referred inquiries to its securities filings.</p><p><blockquote>Peabody 和 Express 没有回应置评请求。Transocean 将询问提交给其证券文件。</blockquote></p><p> Jamie Zimmerman, founder and CEO of hedge-fund manager Litespeed Management LLC, said that some troubled companies may be unable to raise new debt, and selling stock may be their only path to obtain financing.</p><p><blockquote>对冲基金管理公司Litespeed Management LLC创始人兼首席执行官杰米·齐默尔曼(Jamie Zimmerman)表示，一些陷入困境的公司可能无法筹集新债，出售股票可能是它们获得融资的唯一途径。</blockquote></p><p> “You don’t get unless you ask,” said Dan Zwirn, founder and chief executive of asset manager Arena Investors LP. “If I’m structurally insolvent and can’t refinance myself into extending the life of the enterprise, I might as well take this shot.”</p><p><blockquote>“资产管理公司 Arena Investors LP 的创始人兼首席执行官丹-兹维恩（Dan Zwirn）说：”除非你问，否则你不会得到。“如果我在结构上资不抵债，无法为自己进行再融资以延长企业寿命，我还不如尝试一下。”</blockquote></p><p> “With this infusion of retail people, there are more counterparties for such a transaction,” Mr. Zwirn added.</p><p><blockquote>“Zwirn 先生补充说：”随着零售人才的加入，此类交易的交易对手就更多了。</blockquote></p><p> Inflows of capital from individual investors, some using money from federal stimulus funds to open trading accounts, have buoyed the broader stock market, driving gains of more than10% year-to-datefor the Dow Jones Industrial Average and Nasdaq Composite Index.</p><p><blockquote>个人投资者的资本流入，其中一些人使用联邦刺激基金的资金开设交易账户，提振了更广泛的股市，推动道琼斯工业平均指数和纳斯达克综合指数年初至今上涨超过 10%。</blockquote></p><p> Individual investors’ share of overall U.S. equities trading volume rose last year to roughly double what it was a decade before andcontinues to grow. At times, their bets on beaten-down stocks havebeat out institutional investors.</p><p><blockquote>去年，个人投资者在美国股票交易总量中所占的份额上升至十年前的两倍左右，并且还在继续增长。有时，他们对遭受重创的股票的押注会击败机构投资者。</blockquote></p><p> Howard Fischer, a securities lawyer with Moses &amp; Singer LLP, said that the underlying economic health now seems less important than the unbridled enthusiasm of individual investors, even if that enthusiasm is divorced from any rational economic analysis.</p><p><blockquote>Moses &amp; Singer LLP律师事务所的证券律师霍华德·费舍尔(Howard Fischer)表示，现在看来，潜在的经济健康状况不如个人投资者肆无忌惮的热情重要，即使这种热情脱离了任何理性的经济分析。</blockquote></p><p></p><p> Hertz Global Holdings Inc.tried to ride a wave of interest from retail traders to finance itself last year while it was under bankruptcy protection, and ended up scrapping the effort under pressure from the Securities and Exchange Commission.</p><p><blockquote>去年，赫兹全球控股公司（Hertz Global Holdings Inc.）在受到破产保护期间，试图利用零售商的兴趣为自己融资，但最终在美国证券交易委员会的压力下放弃了这一努力。</blockquote></p><p> The bullish individual investors who bet on the business shortly after it filed for chapter 11 were vindicated when Hertz found buyers agreeing to pay up to $8 a share in value.</p><p><blockquote>当赫兹发现买家同意支付每股价值高达 8 美元的价格时，在该公司申请破产法第 11 章后不久押注该公司的乐观个人投资者得到了证实。</blockquote></p><p> Adi Habbu, a director on the credit trading desk atBarclays PLC,said widespread bullishness in equity markets goes beyond retail traders, and is fueled by the economic recovery and the easing of pandemic restrictions.</p><p><blockquote>巴克莱银行信贷交易部主管阿迪·哈布表示，股市的普遍看涨情绪超出了散户交易者的范畴，经济复苏和疫情限制的放松也推动了股市的普遍看涨情绪。</blockquote></p><p> “It’s certainly not a bad time to try,” he said. “The core trend is that there is positive reopening sentiment that is driven not just by retail but by institutional players as well.”</p><p><blockquote>“他说：”现在当然不是一个尝试的坏时机。“核心趋势是，重新开放的积极情绪不仅受到零售业的推动，也受到机构参与者的推动”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/troubled-companies-take-page-from-amc-playbook-in-seeking-stock-market-lifelines-11624190402?mod=markets_lead_pos6\">WSJ</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":{"EXPR":"Express, Inc.","BTU":"Peabody","RIG":"Transocean Ltd.","AMC":"AMC院线"},"source_url":"https://www.wsj.com/articles/troubled-companies-take-page-from-amc-playbook-in-seeking-stock-market-lifelines-11624190402?mod=markets_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135860567","content_text":"The frenzied stock-buying activity that may have saved AMC Entertainment Holdings Inc.from bankruptcy is opening up a potential escape hatch for other troubled borrowers as well.\nMore companies with steep financial challenges are seeking a lifeline from equity markets, eager to capitalize on thesurge of interest in stock buyingfrom nonprofessional investors. Earlier this month, coal miner Peabody Energy Corp.,offshore drilling contractor Transocean Ltd.and retailer Express Inc.,all announced plans to sell stock, betting equity markets will support them despite heavy debt loads, recent losses and industry headwinds.\nSelling stock isn’t the typical way for distressed companies to grab a lifeline. More often, they are forced to seek out rescue loans, sell off assets or pursue a merger, which can be difficult because of their existing debt.\nBut equity markets now are more open to supporting troubled issuers, in large part because of risk-hungry individual investors eager to speculate, according to bankers and investors following the trend.\nThe planned equity sales, if successful, mark another way nonprofessional investors have reshaped financial markets since they began to demonstrate their collective power last year,creating opportunitiesfor finance executives in the process.\n“It’s a new phenomenon for some of these distressed companies,” said Scott Hartman, partner and co-head of corporate and traded credit at asset manager Värde Partners. “If I were in their seat, it makes a lot of sense to take equity capital when they can.”\nPeabody,Transoceanand Express are seeking to replicate—on a smaller scale—the capital-raising success of AMC, a favorite pick of individual investors who gather in online investing forums such as Reddit’s WallStreetBets.\nAMC raised $2.2 billionthrough several stock salesduring the pandemic, largely to an enthusiastic following of day traders, despite warnings it was at risk of bankruptcy.\nIt is difficult to classify even a highly leveraged company as distressed when its access to equity is “seemingly infinite,” said Andy Moore, chief executive of B. Riley Securities Inc. His firm is acting as sales agent for Peabody, which earlier this month kicked off an effort to sell up to 12.5 million shares through an “at-the-market” offering. In such offerings, companies sell shares bit-by-bit at market prices in a manner that is accessible to individual investors as well as institutional ones.\nSince exiting bankruptcy in 2017, Peabody has faced difficulties as utilities rely less on coal, and it restructured debt in February to avert a default. The company’s bonds trade at discounts of between 69 and 78 cents on the dollar, indicating market doubts they will be fully repaid. It reported an $80 million net loss in the first quarter amid continued weak conditions for the coal industry.\nExpress, the apparel retailer, borrowed money from private-equity firm Sycamore Partners in January to stockpile cash for surviving the pandemic. Then the company launched an ATM stock sale earlier this month, aiming to sell up to 15 million new shares, despite reporting a loss of $405 million for the last fiscal year as a result of the pandemic and its impact on shopping.\nOn Tuesday, offshore drillerTransoceanjoined in with an offering of up to $400 million in shares despite a junk credit rating, more than $7 billion in debt, andongoing creditor litigationover its restructuring efforts last year.\nPeabody and Express didn’t respond to requests for comment. Transocean referred inquiries to its securities filings.\nJamie Zimmerman, founder and CEO of hedge-fund manager Litespeed Management LLC, said that some troubled companies may be unable to raise new debt, and selling stock may be their only path to obtain financing.\n“You don’t get unless you ask,” said Dan Zwirn, founder and chief executive of asset manager Arena Investors LP. “If I’m structurally insolvent and can’t refinance myself into extending the life of the enterprise, I might as well take this shot.”\n“With this infusion of retail people, there are more counterparties for such a transaction,” Mr. Zwirn added.\nInflows of capital from individual investors, some using money from federal stimulus funds to open trading accounts, have buoyed the broader stock market, driving gains of more than10% year-to-datefor the Dow Jones Industrial Average and Nasdaq Composite Index.\nIndividual investors’ share of overall U.S. equities trading volume rose last year to roughly double what it was a decade before andcontinues to grow. At times, their bets on beaten-down stocks havebeat out institutional investors.\nHoward Fischer, a securities lawyer with Moses & Singer LLP, said that the underlying economic health now seems less important than the unbridled enthusiasm of individual investors, even if that enthusiasm is divorced from any rational economic analysis.\nHertz Global Holdings Inc.tried to ride a wave of interest from retail traders to finance itself last year while it was under bankruptcy protection, and ended up scrapping the effort under pressure from the Securities and Exchange Commission.\nThe bullish individual investors who bet on the business shortly after it filed for chapter 11 were vindicated when Hertz found buyers agreeing to pay up to $8 a share in value.\nAdi Habbu, a director on the credit trading desk atBarclays PLC,said widespread bullishness in equity markets goes beyond retail traders, and is fueled by the economic recovery and the easing of pandemic restrictions.\n“It’s certainly not a bad time to try,” he said. “The core trend is that there is positive reopening sentiment that is driven not just by retail but by institutional players as well.”","news_type":1,"symbols_score_info":{"EXPR":0.9,"AMC":0.9,"RIG":0.9,"BTU":0.9}},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164196314,"gmtCreate":1624177636538,"gmtModify":1634009751948,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"LETS GO AMC&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>","listText":"LETS GO AMC&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>","text":"LETS GO AMC $AMC Entertainment(AMC)$","images":[{"img":"https://static.tigerbbs.com/a0862517e3a37b2d8386386a5896b117","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164196314","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":161429105,"gmtCreate":1623938606107,"gmtModify":1634025600192,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Honestly it feels like this website is trying so dam hard to make people sell AMC are you by any chance with the hedgies ? Ahha ha","listText":"Honestly it feels like this website is trying so dam hard to make people sell AMC are you by any chance with the hedgies ? Ahha ha","text":"Honestly it feels like this website is trying so dam hard to make people sell AMC are you by any chance with the hedgies ? Ahha ha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161429105","repostId":"2144056746","repostType":4,"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161809351,"gmtCreate":1623914874373,"gmtModify":1634025928295,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161809351","repostId":"1134645853","repostType":4,"repost":{"id":"1134645853","kind":"news","pubTimestamp":1623910922,"share":"https://www.laohu8.com/m/news/1134645853?lang=zh_CN&edition=full","pubTime":"2021-06-17 14:22","market":"us","language":"en","title":"Qualcomm's Interest in Arm Reveals Its Greatest Fear<blockquote>高通对 Arm 的兴趣揭示了其最大的恐惧</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134645853","media":"Motley Fool","summary":"It doesn't want NVIDIA to become the gatekeeper of mobile chip designs.\nQualcomm's (NASDAQ:QCOM) inc","content":"<p>It doesn't want NVIDIA to become the gatekeeper of mobile chip designs.</p><p><blockquote>它不希望英伟达成为移动芯片设计的守门人。</blockquote></p><p> <b>Qualcomm</b>'s&nbsp;(NASDAQ:QCOM)&nbsp;incoming CEO, Cristiano Amon, recently told<i>The Telegraph</i>his company would be interested in buying a stake in Arm Holdings with a consortium of other investors if regulators block&nbsp;<b>NVIDIA</b>'s&nbsp;(NASDAQ:NVDA)$40 billion bid for the chip designer.</p><p><blockquote><b>高通</b>（纳斯达克股票代码：QCOM）即将上任的首席执行官克里斯蒂亚诺·阿蒙最近表示<i>电讯报</i>如果监管机构阻止，他的公司有兴趣与其他投资者组成的财团一起购买 Arm Holdings 的股份<b>英伟达</b>（纳斯达克股票代码：NVDA）以 400 亿美元收购芯片设计商。</blockquote></p><p> Amon suggested the consortium could make that investment if&nbsp;<b>Softbank</b>&nbsp;(OTC:SFTB.Y)&nbsp;spins off Arm, which it acquired in 2016, in an IPO. In a statement, NVIDIA dismissed Qualcomm's suggestion and declared that taking Arm public again would throttle its development of new chip designs.</p><p><blockquote>阿蒙建议财团可以进行这项投资，如果<b>软银</b>（场外交易代码：SFTB.Y）通过 IPO 分拆了 2016 年收购的 Arm。英伟达在一份声明中驳回了高通的建议，并宣称再次让Arm上市将扼杀其新芯片设计的开发。</blockquote></p><p> Qualcomm's statement marks a continuation of its protests against NVIDIA's takeover of Arm, which was initially announced last September. Let's see why Qualcomm desperately wants to keep Arm out of NVIDIA's hands, and why its desire to buy a stake in Arm also reveals its greatest fear.</p><p><blockquote>高通的声明标志着其抗议英伟达收购 Arm 的延续，该收购最初于去年 9 月宣布。让我们来看看为什么高通拼命想让Arm远离英伟达的手中，为什么它想要购买Arm股份的愿望也透露出它最大的恐惧。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fb54ba8f872a3051efd3f32259d63bc\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Reviewing Qualcomm's weaknesses</b></p><p><blockquote><b>回顾高通的弱点</b></blockquote></p><p> Qualcomm is one of the world's largest producers of&nbsp;mobile chips&nbsp;and baseband modems. It also owns the largest portfolio of cellular patents. In the earlier days of smartphones, Qualcomm comfortably dominated the mobile chip market with its Snapdragon SoCs (systems on chips), which bundle together application processors, GPUs, and modems. Its licensing business also collected royalties from every smartphone maker worldwide -- even those that didn't use Qualcomm's chips.</p><p><blockquote>高通是全球最大的移动芯片和基带调制解调器生产商之一。它还拥有最大的蜂窝专利组合。在智能手机的早期，高通凭借其骁龙SoC（片上系统）轻松主导了移动芯片市场，该系统将应用处理器、GPU和调制解调器捆绑在一起。其授权业务还向全球每家智能手机制造商收取版税，甚至包括那些不使用高通芯片的制造商。</blockquote></p><p> But over the past year, Taiwanese chipmaker&nbsp;<b>MediaTek</b>&nbsp;(OTC:MDTKF)&nbsp;overtook Qualcomm as the world's largest mobile chipmaker. Between the first quarters of 2020 and 2021, MediaTek's global market share rose from 24% to 35%, according to Counterpoint Research, as Qualcomm's share dipped from 31% to 29%. Top smartphone makers, including&nbsp;<b>Apple</b>,<b>Samsung</b>, and&nbsp;<b>Huawei</b>, also continued to use their own first-party application processors instead of Qualcomm's chips.</p><p><blockquote>但在过去的一年里，台湾芯片制造商<b>联发科</b>（场外交易代码：MDTKF）取代高通成为全球最大的移动芯片制造商。Counterpoint Research 的数据显示，2020 年第一季度至 2021 年第一季度，联发科的全球市场份额从 24% 上升至 35%，而高通的份额从 31% 下降至 29%。顶级智能手机制造商，包括<b>苹果</b>,<b>三星</b>，和<b>华为</b>，还继续使用自己的第一方应用处理器，而不是高通的芯片。</blockquote></p><p> Antitrust regulators have also forced Qualcomm to reduce its licensing fees in several major markets, including China, over the past few years. That pressure throttled the growth of its licensing business, which had previously generated much higher-margin revenue than its chipmaking business.</p><p><blockquote>过去几年，反垄断监管机构还迫使高通降低在包括中国在内的几个主要市场的许可费。这种压力抑制了其许可业务的增长，该业务此前产生的利润率远高于芯片制造业务。</blockquote></p><p> In the past Qualcomm pushed other mobile chipmakers, including NVIDIA and&nbsp;<b>Texas Instruments</b>&nbsp;(NASDAQ:TXN), out of the market by bundling its chips with lower licensing fees. NVIDIA and TI couldn't match those prices, so they eventually surrendered the smartphone market to Qualcomm.</p><p><blockquote>过去，高通曾推动其他移动芯片制造商，包括英伟达和<b>德州仪器</b>（纳斯达克股票代码：TXN），通过将其芯片与较低的许可费捆绑在一起退出市场。英伟达和TI无法匹配这些价格，因此他们最终将智能手机市场拱手让给了高通。</blockquote></p><p> <b>Arm is the ultimate gatekeeper of mobile chips</b></p><p><blockquote><b>Arm是移动芯片的终极守门人</b></blockquote></p><p> In that context, it seems ironic for Qualcomm to oppose NVIDIA's takeover of Arm. However, the deal could threaten Qualcomm in two ways.</p><p><blockquote>在这种背景下，高通反对英伟达收购Arm似乎具有讽刺意味。然而，这笔交易可能会在两个方面威胁高通。</blockquote></p><p> First, Arm only collects royalties from its chip designs; it doesn't manufacture chips. About 95% of all mobile chips across the world -- including those produced by Qualcomm, NVIDIA, Apple, Samsung, and Huawei -- use Arm's designs.</p><p><blockquote>首先，Arm只从其芯片设计中收取版税；它不制造芯片。全球约 95% 的移动芯片（包括高通、英伟达、苹果、三星和华为生产的芯片）使用 Arm 的设计。</blockquote></p><p> After buying Arm, NVIDIA won't need to pay Arm any royalties on its own Tegra SoCs -- which are primarily used in cars, gaming consoles, and set-top boxes -- and it will collect royalties from all the other Arm chipmakers.</p><p><blockquote>收购 Arm 后，NVIDIA 将无需就其自己的 Tegra SoC（主要用于汽车、游戏机和机顶盒）向 Arm 支付任何版税，并且将向所有其他 Arm 芯片制造商收取版税。</blockquote></p><p> That shift could also enable NVIDIA to make its Tegra SoCs cheaper than Qualcomm's Snapdragon SoCs. The Tegra hasn't been aimed at smartphones since NVIDIA discontinued its Icera modem business in 2015, but the chipset could still challenge Qualcomm in markets that don't require cellular connections -- such as connected TVs and Arm-based PCs.</p><p><blockquote>这一转变还可能使 NVIDIA 能够使其 Tegra SoC 比高通的骁龙 SoC 更便宜。自 NVIDIA 于 2015 年停止其 Icera 调制解调器业务以来，Tegra 一直没有针对智能手机，但该芯片组仍可能在不需要蜂窝连接的市场（例如联网电视和基于 Arm 的 PC）挑战高通。</blockquote></p><p> Second, Qualcomm believes NVIDIA could eventually prevent Arm, which is often called the \"Switzerland of chips\" for its neutral positioning, from offering its most advanced chip designs to chipmakers other than NVIDIA. NVIDIA dismissed those claims, but its recent introduction of the Grace CPU -- a high-end Arm-based chip for data centers -- indicates it has big plans for Arm-based chips beyond the Tegra.</p><p><blockquote>其次，高通认为英伟达最终可能会阻止Arm（因其中立定位而经常被称为“芯片瑞士”）向英伟达以外的芯片制造商提供其最先进的芯片设计。英伟达否认了这些说法，但其最近推出的Grace CPU（一种用于数据中心的高端Arm芯片）表明，除了Tegra之外，它还有基于Arm的芯片的宏伟计划。</blockquote></p><p> Qualcomm has repeatedly failed to crack the data center market, which is dominated by<b>Intel</b>, with its higher-end Arm-based chips. However, NVIDIA might produce a much more powerful data center chip by pumping more cash into Arm -- and quietly keep those designs to itself.</p><p><blockquote>高通在数据中心市场屡屡未能破解，该市场由<b>英特尔</b>，以及其基于Arm的高端芯片。然而，英伟达可能会通过向 Arm 注入更多资金来生产更强大的数据中心芯片，并悄悄地将这些设计留给自己。</blockquote></p><p> <b>Should Qualcomm's investors worry?</b></p><p><blockquote><b>高通的投资者应该担心吗？</b></blockquote></p><p> NVIDIA's takeover of Arm still faces many hurdles, including antitrust probes across the world and legal battles against the CEO of Arm China, who has refused to resign after being ousted by the board. Therefore, NVIDIA will likely need to make major concessions before the deal is approved.</p><p><blockquote>英伟达对Arm的收购仍面临诸多障碍，包括全球范围内的反垄断调查，以及针对Arm中国首席执行官的法律战，后者在被董事会罢免后一直拒绝辞职。因此，在交易获得批准之前，英伟达可能需要做出重大让步。</blockquote></p><p></p><p> In other words, a doomsday scenario for Qualcomm -- in which NVIDIA hoards all of Arm's latest designs, raises licensing fees across the board, and launches more advanced Arm chips to challenge its Snapdragon chips -- probably won't occur. NVIDIA will also likely focus on the PC gaming and data center markets instead of clashing with Qualcomm again in mobile chips.</p><p><blockquote>换句话说，高通的末日场景——英伟达囤积Arm的所有最新设计，全面提高许可费，并推出更先进的Arm芯片来挑战其骁龙芯片——可能不会发生。英伟达也可能专注于PC游戏和数据中心市场，而不是在移动芯片上再次与高通发生冲突。</blockquote></p><p> Buying a stake in Arm would help Qualcomm, since it could reduce is own licensing fees, but an NVIDIA takeover also won't derail its growth. For now, Qualcomm's investors should pay more attention to MediaTek, which is gradually creeping into the high-end smartphone market, and the&nbsp;global chip shortage, which could throttle its shipments this&nbsp;year.</p><p><blockquote>购买 Arm 的股份将有助于高通，因为它可以降低自己的许可费，但收购 NVIDIA 也不会破坏其增长。目前，高通的投资者应该更多地关注联发科（MediaTek），后者正逐渐进入高端智能手机市场，以及全球芯片短缺，这可能会抑制其今年的出货量。</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>Qualcomm's Interest in Arm Reveals Its Greatest Fear<blockquote>高通对 Arm 的兴趣揭示了其最大的恐惧</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\">\nQualcomm's Interest in Arm Reveals Its Greatest Fear<blockquote>高通对 Arm 的兴趣揭示了其最大的恐惧</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-06-17 14:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It doesn't want NVIDIA to become the gatekeeper of mobile chip designs.</p><p><blockquote>它不希望英伟达成为移动芯片设计的守门人。</blockquote></p><p> <b>Qualcomm</b>'s&nbsp;(NASDAQ:QCOM)&nbsp;incoming CEO, Cristiano Amon, recently told<i>The Telegraph</i>his company would be interested in buying a stake in Arm Holdings with a consortium of other investors if regulators block&nbsp;<b>NVIDIA</b>'s&nbsp;(NASDAQ:NVDA)$40 billion bid for the chip designer.</p><p><blockquote><b>高通</b>（纳斯达克股票代码：QCOM）即将上任的首席执行官克里斯蒂亚诺·阿蒙最近表示<i>电讯报</i>如果监管机构阻止，他的公司有兴趣与其他投资者组成的财团一起购买 Arm Holdings 的股份<b>英伟达</b>（纳斯达克股票代码：NVDA）以 400 亿美元收购芯片设计商。</blockquote></p><p> Amon suggested the consortium could make that investment if&nbsp;<b>Softbank</b>&nbsp;(OTC:SFTB.Y)&nbsp;spins off Arm, which it acquired in 2016, in an IPO. In a statement, NVIDIA dismissed Qualcomm's suggestion and declared that taking Arm public again would throttle its development of new chip designs.</p><p><blockquote>阿蒙建议财团可以进行这项投资，如果<b>软银</b>（场外交易代码：SFTB.Y）通过 IPO 分拆了 2016 年收购的 Arm。英伟达在一份声明中驳回了高通的建议，并宣称再次让Arm上市将扼杀其新芯片设计的开发。</blockquote></p><p> Qualcomm's statement marks a continuation of its protests against NVIDIA's takeover of Arm, which was initially announced last September. Let's see why Qualcomm desperately wants to keep Arm out of NVIDIA's hands, and why its desire to buy a stake in Arm also reveals its greatest fear.</p><p><blockquote>高通的声明标志着其抗议英伟达收购 Arm 的延续，该收购最初于去年 9 月宣布。让我们来看看为什么高通拼命想让Arm远离英伟达的手中，为什么它想要购买Arm股份的愿望也透露出它最大的恐惧。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7fb54ba8f872a3051efd3f32259d63bc\" tg-width=\"2000\" tg-height=\"1125\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p> <b>Reviewing Qualcomm's weaknesses</b></p><p><blockquote><b>回顾高通的弱点</b></blockquote></p><p> Qualcomm is one of the world's largest producers of&nbsp;mobile chips&nbsp;and baseband modems. It also owns the largest portfolio of cellular patents. In the earlier days of smartphones, Qualcomm comfortably dominated the mobile chip market with its Snapdragon SoCs (systems on chips), which bundle together application processors, GPUs, and modems. Its licensing business also collected royalties from every smartphone maker worldwide -- even those that didn't use Qualcomm's chips.</p><p><blockquote>高通是全球最大的移动芯片和基带调制解调器生产商之一。它还拥有最大的蜂窝专利组合。在智能手机的早期，高通凭借其骁龙SoC（片上系统）轻松主导了移动芯片市场，该系统将应用处理器、GPU和调制解调器捆绑在一起。其授权业务还向全球每家智能手机制造商收取版税，甚至包括那些不使用高通芯片的制造商。</blockquote></p><p> But over the past year, Taiwanese chipmaker&nbsp;<b>MediaTek</b>&nbsp;(OTC:MDTKF)&nbsp;overtook Qualcomm as the world's largest mobile chipmaker. Between the first quarters of 2020 and 2021, MediaTek's global market share rose from 24% to 35%, according to Counterpoint Research, as Qualcomm's share dipped from 31% to 29%. Top smartphone makers, including&nbsp;<b>Apple</b>,<b>Samsung</b>, and&nbsp;<b>Huawei</b>, also continued to use their own first-party application processors instead of Qualcomm's chips.</p><p><blockquote>但在过去的一年里，台湾芯片制造商<b>联发科</b>（场外交易代码：MDTKF）取代高通成为全球最大的移动芯片制造商。Counterpoint Research 的数据显示，2020 年第一季度至 2021 年第一季度，联发科的全球市场份额从 24% 上升至 35%，而高通的份额从 31% 下降至 29%。顶级智能手机制造商，包括<b>苹果</b>,<b>三星</b>，和<b>华为</b>，还继续使用自己的第一方应用处理器，而不是高通的芯片。</blockquote></p><p> Antitrust regulators have also forced Qualcomm to reduce its licensing fees in several major markets, including China, over the past few years. That pressure throttled the growth of its licensing business, which had previously generated much higher-margin revenue than its chipmaking business.</p><p><blockquote>过去几年，反垄断监管机构还迫使高通降低在包括中国在内的几个主要市场的许可费。这种压力抑制了其许可业务的增长，该业务此前产生的利润率远高于芯片制造业务。</blockquote></p><p> In the past Qualcomm pushed other mobile chipmakers, including NVIDIA and&nbsp;<b>Texas Instruments</b>&nbsp;(NASDAQ:TXN), out of the market by bundling its chips with lower licensing fees. NVIDIA and TI couldn't match those prices, so they eventually surrendered the smartphone market to Qualcomm.</p><p><blockquote>过去，高通曾推动其他移动芯片制造商，包括英伟达和<b>德州仪器</b>（纳斯达克股票代码：TXN），通过将其芯片与较低的许可费捆绑在一起退出市场。英伟达和TI无法匹配这些价格，因此他们最终将智能手机市场拱手让给了高通。</blockquote></p><p> <b>Arm is the ultimate gatekeeper of mobile chips</b></p><p><blockquote><b>Arm是移动芯片的终极守门人</b></blockquote></p><p> In that context, it seems ironic for Qualcomm to oppose NVIDIA's takeover of Arm. However, the deal could threaten Qualcomm in two ways.</p><p><blockquote>在这种背景下，高通反对英伟达收购Arm似乎具有讽刺意味。然而，这笔交易可能会在两个方面威胁高通。</blockquote></p><p> First, Arm only collects royalties from its chip designs; it doesn't manufacture chips. About 95% of all mobile chips across the world -- including those produced by Qualcomm, NVIDIA, Apple, Samsung, and Huawei -- use Arm's designs.</p><p><blockquote>首先，Arm只从其芯片设计中收取版税；它不制造芯片。全球约 95% 的移动芯片（包括高通、英伟达、苹果、三星和华为生产的芯片）使用 Arm 的设计。</blockquote></p><p> After buying Arm, NVIDIA won't need to pay Arm any royalties on its own Tegra SoCs -- which are primarily used in cars, gaming consoles, and set-top boxes -- and it will collect royalties from all the other Arm chipmakers.</p><p><blockquote>收购 Arm 后，NVIDIA 将无需就其自己的 Tegra SoC（主要用于汽车、游戏机和机顶盒）向 Arm 支付任何版税，并且将向所有其他 Arm 芯片制造商收取版税。</blockquote></p><p> That shift could also enable NVIDIA to make its Tegra SoCs cheaper than Qualcomm's Snapdragon SoCs. The Tegra hasn't been aimed at smartphones since NVIDIA discontinued its Icera modem business in 2015, but the chipset could still challenge Qualcomm in markets that don't require cellular connections -- such as connected TVs and Arm-based PCs.</p><p><blockquote>这一转变还可能使 NVIDIA 能够使其 Tegra SoC 比高通的骁龙 SoC 更便宜。自 NVIDIA 于 2015 年停止其 Icera 调制解调器业务以来，Tegra 一直没有针对智能手机，但该芯片组仍可能在不需要蜂窝连接的市场（例如联网电视和基于 Arm 的 PC）挑战高通。</blockquote></p><p> Second, Qualcomm believes NVIDIA could eventually prevent Arm, which is often called the \"Switzerland of chips\" for its neutral positioning, from offering its most advanced chip designs to chipmakers other than NVIDIA. NVIDIA dismissed those claims, but its recent introduction of the Grace CPU -- a high-end Arm-based chip for data centers -- indicates it has big plans for Arm-based chips beyond the Tegra.</p><p><blockquote>其次，高通认为英伟达最终可能会阻止Arm（因其中立定位而经常被称为“芯片瑞士”）向英伟达以外的芯片制造商提供其最先进的芯片设计。英伟达否认了这些说法，但其最近推出的Grace CPU（一种用于数据中心的高端Arm芯片）表明，除了Tegra之外，它还有基于Arm的芯片的宏伟计划。</blockquote></p><p> Qualcomm has repeatedly failed to crack the data center market, which is dominated by<b>Intel</b>, with its higher-end Arm-based chips. However, NVIDIA might produce a much more powerful data center chip by pumping more cash into Arm -- and quietly keep those designs to itself.</p><p><blockquote>高通在数据中心市场屡屡未能破解，该市场由<b>英特尔</b>，以及其基于Arm的高端芯片。然而，英伟达可能会通过向 Arm 注入更多资金来生产更强大的数据中心芯片，并悄悄地将这些设计留给自己。</blockquote></p><p> <b>Should Qualcomm's investors worry?</b></p><p><blockquote><b>高通的投资者应该担心吗？</b></blockquote></p><p> NVIDIA's takeover of Arm still faces many hurdles, including antitrust probes across the world and legal battles against the CEO of Arm China, who has refused to resign after being ousted by the board. Therefore, NVIDIA will likely need to make major concessions before the deal is approved.</p><p><blockquote>英伟达对Arm的收购仍面临诸多障碍，包括全球范围内的反垄断调查，以及针对Arm中国首席执行官的法律战，后者在被董事会罢免后一直拒绝辞职。因此，在交易获得批准之前，英伟达可能需要做出重大让步。</blockquote></p><p></p><p> In other words, a doomsday scenario for Qualcomm -- in which NVIDIA hoards all of Arm's latest designs, raises licensing fees across the board, and launches more advanced Arm chips to challenge its Snapdragon chips -- probably won't occur. NVIDIA will also likely focus on the PC gaming and data center markets instead of clashing with Qualcomm again in mobile chips.</p><p><blockquote>换句话说，高通的末日场景——英伟达囤积Arm的所有最新设计，全面提高许可费，并推出更先进的Arm芯片来挑战其骁龙芯片——可能不会发生。英伟达也可能专注于PC游戏和数据中心市场，而不是在移动芯片上再次与高通发生冲突。</blockquote></p><p> Buying a stake in Arm would help Qualcomm, since it could reduce is own licensing fees, but an NVIDIA takeover also won't derail its growth. For now, Qualcomm's investors should pay more attention to MediaTek, which is gradually creeping into the high-end smartphone market, and the&nbsp;global chip shortage, which could throttle its shipments this&nbsp;year.</p><p><blockquote>购买 Arm 的股份将有助于高通，因为它可以降低自己的许可费，但收购 NVIDIA 也不会破坏其增长。目前，高通的投资者应该更多地关注联发科（MediaTek），后者正逐渐进入高端智能手机市场，以及全球芯片短缺，这可能会抑制其今年的出货量。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/06/16/qualcomms-interest-in-arm-reveals-its-greatest-fea/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通"},"source_url":"https://www.fool.com/investing/2021/06/16/qualcomms-interest-in-arm-reveals-its-greatest-fea/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134645853","content_text":"It doesn't want NVIDIA to become the gatekeeper of mobile chip designs.\nQualcomm's (NASDAQ:QCOM) incoming CEO, Cristiano Amon, recently toldThe Telegraphhis company would be interested in buying a stake in Arm Holdings with a consortium of other investors if regulators block NVIDIA's (NASDAQ:NVDA)$40 billion bid for the chip designer.\nAmon suggested the consortium could make that investment if Softbank (OTC:SFTB.Y) spins off Arm, which it acquired in 2016, in an IPO. In a statement, NVIDIA dismissed Qualcomm's suggestion and declared that taking Arm public again would throttle its development of new chip designs.\nQualcomm's statement marks a continuation of its protests against NVIDIA's takeover of Arm, which was initially announced last September. Let's see why Qualcomm desperately wants to keep Arm out of NVIDIA's hands, and why its desire to buy a stake in Arm also reveals its greatest fear.\nIMAGE SOURCE: GETTY IMAGES.\nReviewing Qualcomm's weaknesses\nQualcomm is one of the world's largest producers of mobile chips and baseband modems. It also owns the largest portfolio of cellular patents. In the earlier days of smartphones, Qualcomm comfortably dominated the mobile chip market with its Snapdragon SoCs (systems on chips), which bundle together application processors, GPUs, and modems. Its licensing business also collected royalties from every smartphone maker worldwide -- even those that didn't use Qualcomm's chips.\nBut over the past year, Taiwanese chipmaker MediaTek (OTC:MDTKF) overtook Qualcomm as the world's largest mobile chipmaker. Between the first quarters of 2020 and 2021, MediaTek's global market share rose from 24% to 35%, according to Counterpoint Research, as Qualcomm's share dipped from 31% to 29%. Top smartphone makers, including Apple,Samsung, and Huawei, also continued to use their own first-party application processors instead of Qualcomm's chips.\nAntitrust regulators have also forced Qualcomm to reduce its licensing fees in several major markets, including China, over the past few years. That pressure throttled the growth of its licensing business, which had previously generated much higher-margin revenue than its chipmaking business.\nIn the past Qualcomm pushed other mobile chipmakers, including NVIDIA and Texas Instruments (NASDAQ:TXN), out of the market by bundling its chips with lower licensing fees. NVIDIA and TI couldn't match those prices, so they eventually surrendered the smartphone market to Qualcomm.\nArm is the ultimate gatekeeper of mobile chips\nIn that context, it seems ironic for Qualcomm to oppose NVIDIA's takeover of Arm. However, the deal could threaten Qualcomm in two ways.\nFirst, Arm only collects royalties from its chip designs; it doesn't manufacture chips. About 95% of all mobile chips across the world -- including those produced by Qualcomm, NVIDIA, Apple, Samsung, and Huawei -- use Arm's designs.\nAfter buying Arm, NVIDIA won't need to pay Arm any royalties on its own Tegra SoCs -- which are primarily used in cars, gaming consoles, and set-top boxes -- and it will collect royalties from all the other Arm chipmakers.\nThat shift could also enable NVIDIA to make its Tegra SoCs cheaper than Qualcomm's Snapdragon SoCs. The Tegra hasn't been aimed at smartphones since NVIDIA discontinued its Icera modem business in 2015, but the chipset could still challenge Qualcomm in markets that don't require cellular connections -- such as connected TVs and Arm-based PCs.\nSecond, Qualcomm believes NVIDIA could eventually prevent Arm, which is often called the \"Switzerland of chips\" for its neutral positioning, from offering its most advanced chip designs to chipmakers other than NVIDIA. NVIDIA dismissed those claims, but its recent introduction of the Grace CPU -- a high-end Arm-based chip for data centers -- indicates it has big plans for Arm-based chips beyond the Tegra.\nQualcomm has repeatedly failed to crack the data center market, which is dominated byIntel, with its higher-end Arm-based chips. However, NVIDIA might produce a much more powerful data center chip by pumping more cash into Arm -- and quietly keep those designs to itself.\nShould Qualcomm's investors worry?\nNVIDIA's takeover of Arm still faces many hurdles, including antitrust probes across the world and legal battles against the CEO of Arm China, who has refused to resign after being ousted by the board. Therefore, NVIDIA will likely need to make major concessions before the deal is approved.\nIn other words, a doomsday scenario for Qualcomm -- in which NVIDIA hoards all of Arm's latest designs, raises licensing fees across the board, and launches more advanced Arm chips to challenge its Snapdragon chips -- probably won't occur. NVIDIA will also likely focus on the PC gaming and data center markets instead of clashing with Qualcomm again in mobile chips.\nBuying a stake in Arm would help Qualcomm, since it could reduce is own licensing fees, but an NVIDIA takeover also won't derail its growth. For now, Qualcomm's investors should pay more attention to MediaTek, which is gradually creeping into the high-end smartphone market, and the global chip shortage, which could throttle its shipments this year.","news_type":1,"symbols_score_info":{"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169223141,"gmtCreate":1623838694483,"gmtModify":1634027315728,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169223141","repostId":"1105866425","repostType":4,"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184552815,"gmtCreate":1623719661237,"gmtModify":1634029642278,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Ooof","listText":"Ooof","text":"Ooof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184552815","repostId":"2143733744","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182487103,"gmtCreate":1623598979602,"gmtModify":1634031296360,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Consider","listText":"Consider","text":"Consider","images":[{"img":"https://static.tigerbbs.com/32c5e02cdc0e316249604bcb6ed092c7","width":"1080","height":"2037"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182487103","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":182484906,"gmtCreate":1623598884705,"gmtModify":1634031297257,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182484906","repostId":"2142788457","repostType":2,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":847930615,"gmtCreate":1636470938651,"gmtModify":1636470938817,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>fark those hedgies","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>fark those hedgies","text":"$AMC Entertainment(AMC)$fark those hedgies","images":[{"img":"https://static.tigerbbs.com/00934b7e510db035abaf95e34ad3bf91","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847930615","isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":161429105,"gmtCreate":1623938606107,"gmtModify":1634025600192,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Honestly it feels like this website is trying so dam hard to make people sell AMC are you by any chance with the hedgies ? Ahha ha","listText":"Honestly it feels like this website is trying so dam hard to make people sell AMC are you by any chance with the hedgies ? Ahha ha","text":"Honestly it feels like this website is trying so dam hard to make people sell AMC are you by any chance with the hedgies ? Ahha ha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161429105","repostId":"2144056746","repostType":4,"isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":111756314,"gmtCreate":1622702608038,"gmtModify":1634098978349,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":":')","listText":":')","text":":')","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/111756314","repostId":"1143927575","repostType":4,"repost":{"id":"1143927575","kind":"news","pubTimestamp":1622702421,"share":"https://www.laohu8.com/m/news/1143927575?lang=zh_CN&edition=full","pubTime":"2021-06-03 14:40","market":"us","language":"en","title":"The Fed's Take on the Economy—From Growth to Inflation<blockquote>美联储对经济的看法——从增长到通胀</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1143927575","media":"Barrons","summary":"Economic activity across the U.S. sped up from early April to late May as vaccinated consumers retur","content":"<p>Economic activity across the U.S. sped up from early April to late May as vaccinated consumers returned to normal activities and businesses dropped pandemic restrictions.</p><p><blockquote>从4月初到5月下旬，随着接种疫苗的消费者恢复正常活动，企业取消了疫情限制，美国各地的经济活动加速。</blockquote></p><p>That’s the main takeaway from the Federal Reserve’s latest beige book, which we read so you don’t have to. The collection of anecdotes gathered by the 12 regional Fed banks gives investors a look at the current economy from the ground, as described by businesses across the country.</p><p><blockquote>这就是美联储最新褐皮书的主要启示，我们阅读这本书是为了让您不必阅读。12家地区联邦储备银行收集的轶事集让投资者从全国各地的企业描述中了解当前的经济。</blockquote></p><p>“Looking at the description of growth, it is hard not to be optimistic,” say Jefferies economists Thomas Simons and Aneta Markowska. “Looking at the description of the labor market and inflation, however, that optimism fades somewhat.”</p><p><blockquote>“杰富瑞经济学家托马斯-西蒙斯（Thomas Simons）和阿内塔-马尔科夫斯卡（Aneta Markowska）说：”从对增长的描述来看，很难不感到乐观。“然而，从对劳动力市场和通货膨胀的描述来看，这种乐观情绪有所消退。”</blockquote></p><p>From growth to inflation, here are the main themes jumping out of the book released Wednesday.</p><p><blockquote>从增长到通货膨胀，以下是周三发布的这本书的主要主题。</blockquote></p><p><b>Economic expansion</b></p><p><blockquote><b>经济扩张</b></blockquote></p><p>The national economy expanded at a “moderate pace” over the past two month or so, a somewhat faster rate than the prior reporting period, the beige book says. Several districts cited the positive effects of increased vaccination rates and relaxed social distancing measures. Manufacturing boomed and activity across the leisure, hospitality and tourism industries strengthened.</p><p><blockquote>褐皮书称，在过去两个月左右的时间里，国民经济以 “温和的速度 ”扩张，比前一个报告期要快一些。几个地区列举了提高疫苗接种率和放松社会距离措施的积极影响。制造业蓬勃发展，休闲、酒店和旅游业的活动加强。</blockquote></p><p>As the Boston Fed put it: Restaurants across Massachusetts experienced a dramatic uptick in sales in April and May, with recent revenues exceeding those in the same period of 2019. The return of widespread outdoor dining fueled the initial surge in sales, but more recently dining room sales also increased. That’s having a knock-on effect; strong restaurant sales are buoying retail property leasing, the district reported.</p><p><blockquote>正如波士顿联储所说：马萨诸塞州各地的餐馆在 4 月和 5 月的销售额大幅增长，近期收入超过了 2019 年同期。广泛的户外餐饮的回归推动了最初的销售额激增，但最近餐厅的销售额也有所增加。这会产生连锁反应；据该地区报道，强劲的餐馆销售正在提振零售物业租赁。</blockquote></p><p><b>Supply-chain disruptions</b></p><p><blockquote><b>供应链中断</b></blockquote></p><p>Growth would be even better if not for severe supply-chain disruptions.Light vehicle sales remained solid but were constrained by tight inventories, while significant supply chain challenges continued to disrupt factory production and construction activity. Home builders across the nation reported strong demand, supported by low mortgage rates, outpaced their capacity to build and prompted some to limit sales.</p><p><blockquote>如果没有严重的供应链中断，增长会更好。轻型汽车销量保持稳定，但受到库存紧张的限制，而重大的供应链挑战继续扰乱工厂生产和建设活动。全国各地的房屋建筑商报告称，在低抵押贷款利率的支持下，需求强劲，超过了他们的建设能力，并促使一些建筑商限制销售。</blockquote></p><p>Some form of “supply chain problems” appeared 29 times in the beige book. Every district reported trouble. In Cleveland, “supply chain bottlenecks were constraining growth by causing extended lead times, depleted inventories, and escalating materials and transportation costs.” And in Chicago, “contacts noted that supply chain issues had worsened, particularly for raw materials, microchips, and specialty parts. They expected little improvement through the end of the year,” the book says.</p><p><blockquote>某种形式的 “供应链问题 ”在褐皮书中出现了 29 次。每个地区都报告了麻烦。在克利夫兰，“供应链瓶颈导致交货期延长、库存耗尽以及材料和运输成本不断上升，从而限制了增长”。在芝加哥，“联系人指出，供应链问题已经恶化，尤其是原材料、微芯片和特种零部件。他们预计到今年年底情况不会有什么改善，”书中说。</blockquote></p><p><b>Labor shortage</b></p><p><blockquote><b>劳动力短缺</b></blockquote></p><p>Workers are chief among inputs that are in short supply. Difficulties in hiring are exacerbating supply-chain disruptions and inflating prices, impeding growth and cutting into some companies’ profits.</p><p><blockquote>工人是短缺投入的主要来源。招聘困难加剧了供应链中断和价格上涨，阻碍了增长，削减了一些公司的利润。</blockquote></p><p>While labor shortages have been concentrated in lower-paying industries, there are signs the problem is spreading. “Reports of labor shortages were more widespread across sectors and skill levels than the last report,” the Dallas Fed reports.</p><p><blockquote>虽然劳动力短缺主要集中在低薪行业，但有迹象表明这个问题正在蔓延。“达拉斯联储报告称：”与上一份报告相比，各行业和技能水平的劳动力短缺报告更为普遍。</blockquote></p><p>Many businesses ranked staffing as a top concern, the New York Fed says, pointing to a combination of workers’ health concerns, child-care constraints, and generous unemployment benefits. A major New York City employment agency noted a significant increase in hiring and a greater sense of urgency to fill open positions, and a substantial proportion of businesses across all major industry sectors plan to raise wages, the district adds.</p><p><blockquote>纽约联邦储备银行表示，许多企业都将人员配备列为首要关注点，理由是工人的健康问题、托儿限制和丰厚的失业救济金。该地区补充说，纽约市一家主要职业介绍所指出，招聘人数大幅增加，填补空缺职位的紧迫感增强，所有主要工业部门的很大一部分企业都计划提高工资。</blockquote></p><p>In San Francisco, employers in the construction, manufacturing, technology, retail, healthcare, restaurant, and hospitality sectors raised wages to retain and attract workers for both high- and low-skilled jobs. In addition to raising wages, these employers offered incentives such as sign-on bonuses, reduced or flexible hours, and the ability to work remotely, the regional bank notes.</p><p><blockquote>在旧金山，建筑、制造、技术、零售、医疗保健、餐馆和酒店行业的雇主提高了工资，以留住和吸引高技能和低技能工作的工人。该地区银行指出，除了提高工资外，这些雇主还提供签约奖金、减少或灵活工作时间以及远程工作能力等激励措施。</blockquote></p><p>Overall, the beige book says, the lack of job candidates prevented some firms from increasing output and, less commonly, led some businesses to reduce operating hours.</p><p><blockquote>褐皮书称，总体而言，求职者的缺乏阻碍了一些公司提高产量，并且不太常见的情况是，导致一些企业减少了营业时间。</blockquote></p><p><b>Rising prices</b></p><p><blockquote><b>价格上涨</b></blockquote></p><p>Overall price pressures increased further since the last report, the book says, and&nbsp;businesses anticipate further acceleration in the months ahead.</p><p><blockquote>书中称，自上一份报告以来，总体价格压力进一步加大，企业预计未来几个月价格将进一步加速。</blockquote></p><p>“Looking ahead one year, the prices that firms anticipate receiving for their own goods and services rose further still—after the firms reported moderately high expectations last quarter,” says the Philadelphia Fed. “Unlike in prior quarters, firms now expect general consumer inflation to be even higher than firm prices,” a signal that firms are starting to pass through more of the price inflation they’re experiencing—and red flag that hot inflation may not be so temporary.&nbsp;</p><p><blockquote>“费城联储表示：”展望未来一年，企业预计将收到的商品和服务价格还会进一步上涨--在企业上个季度报告了适度较高的预期之后。“与前几个季度不同的是，企业现在预计一般消费者通胀将甚至高于企业价格”，这一信号表明企业开始经历更多的价格通胀--也是一个危险信号，表明通胀过热可能不是暂时的。</blockquote></p><p></p><p>In Cleveland, reports of firms’ raising their selling prices became more widespread. Contacts now expect it to take longer than previously anticipated for supply chain issues to be resolved, and that expectation is driving more aggressive pricing, the regional bank reports. About half of the bank’s contacts plan to raise their selling prices in the second half of the year, with most of those firms intending to do so in a way “that will at least preserve their margins.”</p><p><blockquote>在克利夫兰，有关公司提高销售价格的报道变得更加普遍。该地区银行报告称，联系人现在预计解决供应链问题需要比之前预期的更长的时间，这种预期正在推动更激进的定价。该银行约有一半的联系人计划在下半年提高销售价格，其中大多数公司打算以 “至少能保持利润率 ”的方式这样做。</blockquote></p><p>Illustrating how fast prices are moving, one real estate developer in Cleveland said quotes from general contractors were now valid for only 10 days, versus as many as 180 days prior to the pandemic.</p><p><blockquote>克利夫兰的一位房地产开发商表示，总承包商的报价现在只有 10 天有效，而疫情之前的有效期长达 180 天，这说明了价格上涨的速度有多快。</blockquote></p><p>“Inflation pressures reported by business contacts seem to be much more significant than the comments from the Fed itself would suggest,” say Simons and Markowska of Jefferies. “There is nothing in here that suggests business leaders expect input cost increases or higher selling prices will be ‘transitory.’”</p><p><blockquote>“杰富瑞（Jefferies）的西蒙斯和马尔科斯卡说：”商业联系人报告的通胀压力似乎比美联储本身的评论所暗示的要大得多。“这里没有任何迹象表明企业领导者期望投入成本增加或售价上涨将是'暂时的'”。</blockquote></p><p><b>Ongoing optimism</b></p><p><blockquote><b>持续乐观</b></blockquote></p><p>Despite widespread shortages and pricing pressure, businesses across the country remain optimistic thanks to solid demand. Consumer spending has picked up from New York to Kansas City to San Francisco, and districts across the nation report tight customer inventories as firms race to replenish stocks.</p><p><blockquote>尽管普遍存在短缺和定价压力，但由于需求强劲，全国各地的企业仍然保持乐观。从纽约到堪萨斯城再到旧金山，消费者支出都有所回升，随着企业竞相补充库存，全国各地区都报告称客户库存紧张。</blockquote></p><p>“Contacts generally maintained a cautiously optimistic outlook,” the Boston Fed says, sentiment that comes through the latest beige book as businesses enjoy booming demand—even if they can’t sufficiently meet it.</p><p><blockquote>波士顿联储表示：“联系人普遍保持谨慎乐观的前景，”最新的褐皮书表达了这种情绪，因为企业的需求正在蓬勃发展--即使他们无法充分满足需求。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed's Take on the Economy—From Growth to Inflation<blockquote>美联储对经济的看法——从增长到通胀</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Fed's Take on the Economy—From Growth to Inflation<blockquote>美联储对经济的看法——从增长到通胀</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-03 14:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Economic activity across the U.S. sped up from early April to late May as vaccinated consumers returned to normal activities and businesses dropped pandemic restrictions.</p><p><blockquote>从4月初到5月下旬，随着接种疫苗的消费者恢复正常活动，企业取消了疫情限制，美国各地的经济活动加速。</blockquote></p><p>That’s the main takeaway from the Federal Reserve’s latest beige book, which we read so you don’t have to. The collection of anecdotes gathered by the 12 regional Fed banks gives investors a look at the current economy from the ground, as described by businesses across the country.</p><p><blockquote>这就是美联储最新褐皮书的主要启示，我们阅读这本书是为了让您不必阅读。12家地区联邦储备银行收集的轶事集让投资者从全国各地的企业描述中了解当前的经济。</blockquote></p><p>“Looking at the description of growth, it is hard not to be optimistic,” say Jefferies economists Thomas Simons and Aneta Markowska. “Looking at the description of the labor market and inflation, however, that optimism fades somewhat.”</p><p><blockquote>“杰富瑞经济学家托马斯-西蒙斯（Thomas Simons）和阿内塔-马尔科夫斯卡（Aneta Markowska）说：”从对增长的描述来看，很难不感到乐观。“然而，从对劳动力市场和通货膨胀的描述来看，这种乐观情绪有所消退。”</blockquote></p><p>From growth to inflation, here are the main themes jumping out of the book released Wednesday.</p><p><blockquote>从增长到通货膨胀，以下是周三发布的这本书的主要主题。</blockquote></p><p><b>Economic expansion</b></p><p><blockquote><b>经济扩张</b></blockquote></p><p>The national economy expanded at a “moderate pace” over the past two month or so, a somewhat faster rate than the prior reporting period, the beige book says. Several districts cited the positive effects of increased vaccination rates and relaxed social distancing measures. Manufacturing boomed and activity across the leisure, hospitality and tourism industries strengthened.</p><p><blockquote>褐皮书称，在过去两个月左右的时间里，国民经济以 “温和的速度 ”扩张，比前一个报告期要快一些。几个地区列举了提高疫苗接种率和放松社会距离措施的积极影响。制造业蓬勃发展，休闲、酒店和旅游业的活动加强。</blockquote></p><p>As the Boston Fed put it: Restaurants across Massachusetts experienced a dramatic uptick in sales in April and May, with recent revenues exceeding those in the same period of 2019. The return of widespread outdoor dining fueled the initial surge in sales, but more recently dining room sales also increased. That’s having a knock-on effect; strong restaurant sales are buoying retail property leasing, the district reported.</p><p><blockquote>正如波士顿联储所说：马萨诸塞州各地的餐馆在 4 月和 5 月的销售额大幅增长，近期收入超过了 2019 年同期。广泛的户外餐饮的回归推动了最初的销售额激增，但最近餐厅的销售额也有所增加。这会产生连锁反应；据该地区报道，强劲的餐馆销售正在提振零售物业租赁。</blockquote></p><p><b>Supply-chain disruptions</b></p><p><blockquote><b>供应链中断</b></blockquote></p><p>Growth would be even better if not for severe supply-chain disruptions.Light vehicle sales remained solid but were constrained by tight inventories, while significant supply chain challenges continued to disrupt factory production and construction activity. Home builders across the nation reported strong demand, supported by low mortgage rates, outpaced their capacity to build and prompted some to limit sales.</p><p><blockquote>如果没有严重的供应链中断，增长会更好。轻型汽车销量保持稳定，但受到库存紧张的限制，而重大的供应链挑战继续扰乱工厂生产和建设活动。全国各地的房屋建筑商报告称，在低抵押贷款利率的支持下，需求强劲，超过了他们的建设能力，并促使一些建筑商限制销售。</blockquote></p><p>Some form of “supply chain problems” appeared 29 times in the beige book. Every district reported trouble. In Cleveland, “supply chain bottlenecks were constraining growth by causing extended lead times, depleted inventories, and escalating materials and transportation costs.” And in Chicago, “contacts noted that supply chain issues had worsened, particularly for raw materials, microchips, and specialty parts. They expected little improvement through the end of the year,” the book says.</p><p><blockquote>某种形式的 “供应链问题 ”在褐皮书中出现了 29 次。每个地区都报告了麻烦。在克利夫兰，“供应链瓶颈导致交货期延长、库存耗尽以及材料和运输成本不断上升，从而限制了增长”。在芝加哥，“联系人指出，供应链问题已经恶化，尤其是原材料、微芯片和特种零部件。他们预计到今年年底情况不会有什么改善，”书中说。</blockquote></p><p><b>Labor shortage</b></p><p><blockquote><b>劳动力短缺</b></blockquote></p><p>Workers are chief among inputs that are in short supply. Difficulties in hiring are exacerbating supply-chain disruptions and inflating prices, impeding growth and cutting into some companies’ profits.</p><p><blockquote>工人是短缺投入的主要来源。招聘困难加剧了供应链中断和价格上涨，阻碍了增长，削减了一些公司的利润。</blockquote></p><p>While labor shortages have been concentrated in lower-paying industries, there are signs the problem is spreading. “Reports of labor shortages were more widespread across sectors and skill levels than the last report,” the Dallas Fed reports.</p><p><blockquote>虽然劳动力短缺主要集中在低薪行业，但有迹象表明这个问题正在蔓延。“达拉斯联储报告称：”与上一份报告相比，各行业和技能水平的劳动力短缺报告更为普遍。</blockquote></p><p>Many businesses ranked staffing as a top concern, the New York Fed says, pointing to a combination of workers’ health concerns, child-care constraints, and generous unemployment benefits. A major New York City employment agency noted a significant increase in hiring and a greater sense of urgency to fill open positions, and a substantial proportion of businesses across all major industry sectors plan to raise wages, the district adds.</p><p><blockquote>纽约联邦储备银行表示，许多企业都将人员配备列为首要关注点，理由是工人的健康问题、托儿限制和丰厚的失业救济金。该地区补充说，纽约市一家主要职业介绍所指出，招聘人数大幅增加，填补空缺职位的紧迫感增强，所有主要工业部门的很大一部分企业都计划提高工资。</blockquote></p><p>In San Francisco, employers in the construction, manufacturing, technology, retail, healthcare, restaurant, and hospitality sectors raised wages to retain and attract workers for both high- and low-skilled jobs. In addition to raising wages, these employers offered incentives such as sign-on bonuses, reduced or flexible hours, and the ability to work remotely, the regional bank notes.</p><p><blockquote>在旧金山，建筑、制造、技术、零售、医疗保健、餐馆和酒店行业的雇主提高了工资，以留住和吸引高技能和低技能工作的工人。该地区银行指出，除了提高工资外，这些雇主还提供签约奖金、减少或灵活工作时间以及远程工作能力等激励措施。</blockquote></p><p>Overall, the beige book says, the lack of job candidates prevented some firms from increasing output and, less commonly, led some businesses to reduce operating hours.</p><p><blockquote>褐皮书称，总体而言，求职者的缺乏阻碍了一些公司提高产量，并且不太常见的情况是，导致一些企业减少了营业时间。</blockquote></p><p><b>Rising prices</b></p><p><blockquote><b>价格上涨</b></blockquote></p><p>Overall price pressures increased further since the last report, the book says, and&nbsp;businesses anticipate further acceleration in the months ahead.</p><p><blockquote>书中称，自上一份报告以来，总体价格压力进一步加大，企业预计未来几个月价格将进一步加速。</blockquote></p><p>“Looking ahead one year, the prices that firms anticipate receiving for their own goods and services rose further still—after the firms reported moderately high expectations last quarter,” says the Philadelphia Fed. “Unlike in prior quarters, firms now expect general consumer inflation to be even higher than firm prices,” a signal that firms are starting to pass through more of the price inflation they’re experiencing—and red flag that hot inflation may not be so temporary.&nbsp;</p><p><blockquote>“费城联储表示：”展望未来一年，企业预计将收到的商品和服务价格还会进一步上涨--在企业上个季度报告了适度较高的预期之后。“与前几个季度不同的是，企业现在预计一般消费者通胀将甚至高于企业价格”，这一信号表明企业开始经历更多的价格通胀--也是一个危险信号，表明通胀过热可能不是暂时的。</blockquote></p><p></p><p>In Cleveland, reports of firms’ raising their selling prices became more widespread. Contacts now expect it to take longer than previously anticipated for supply chain issues to be resolved, and that expectation is driving more aggressive pricing, the regional bank reports. About half of the bank’s contacts plan to raise their selling prices in the second half of the year, with most of those firms intending to do so in a way “that will at least preserve their margins.”</p><p><blockquote>在克利夫兰，有关公司提高销售价格的报道变得更加普遍。该地区银行报告称，联系人现在预计解决供应链问题需要比之前预期的更长的时间，这种预期正在推动更激进的定价。该银行约有一半的联系人计划在下半年提高销售价格，其中大多数公司打算以 “至少能保持利润率 ”的方式这样做。</blockquote></p><p>Illustrating how fast prices are moving, one real estate developer in Cleveland said quotes from general contractors were now valid for only 10 days, versus as many as 180 days prior to the pandemic.</p><p><blockquote>克利夫兰的一位房地产开发商表示，总承包商的报价现在只有 10 天有效，而疫情之前的有效期长达 180 天，这说明了价格上涨的速度有多快。</blockquote></p><p>“Inflation pressures reported by business contacts seem to be much more significant than the comments from the Fed itself would suggest,” say Simons and Markowska of Jefferies. “There is nothing in here that suggests business leaders expect input cost increases or higher selling prices will be ‘transitory.’”</p><p><blockquote>“杰富瑞（Jefferies）的西蒙斯和马尔科斯卡说：”商业联系人报告的通胀压力似乎比美联储本身的评论所暗示的要大得多。“这里没有任何迹象表明企业领导者期望投入成本增加或售价上涨将是'暂时的'”。</blockquote></p><p><b>Ongoing optimism</b></p><p><blockquote><b>持续乐观</b></blockquote></p><p>Despite widespread shortages and pricing pressure, businesses across the country remain optimistic thanks to solid demand. Consumer spending has picked up from New York to Kansas City to San Francisco, and districts across the nation report tight customer inventories as firms race to replenish stocks.</p><p><blockquote>尽管普遍存在短缺和定价压力，但由于需求强劲，全国各地的企业仍然保持乐观。从纽约到堪萨斯城再到旧金山，消费者支出都有所回升，随着企业竞相补充库存，全国各地区都报告称客户库存紧张。</blockquote></p><p>“Contacts generally maintained a cautiously optimistic outlook,” the Boston Fed says, sentiment that comes through the latest beige book as businesses enjoy booming demand—even if they can’t sufficiently meet it.</p><p><blockquote>波士顿联储表示：“联系人普遍保持谨慎乐观的前景，”最新的褐皮书表达了这种情绪，因为企业的需求正在蓬勃发展--即使他们无法充分满足需求。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/labor-shortages-supply-chain-woes-color-the-feds-latest-view-of-broad-economy-51622663753?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.barrons.com/articles/labor-shortages-supply-chain-woes-color-the-feds-latest-view-of-broad-economy-51622663753?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143927575","content_text":"Economic activity across the U.S. sped up from early April to late May as vaccinated consumers returned to normal activities and businesses dropped pandemic restrictions.That’s the main takeaway from the Federal Reserve’s latest beige book, which we read so you don’t have to. The collection of anecdotes gathered by the 12 regional Fed banks gives investors a look at the current economy from the ground, as described by businesses across the country.“Looking at the description of growth, it is hard not to be optimistic,” say Jefferies economists Thomas Simons and Aneta Markowska. “Looking at the description of the labor market and inflation, however, that optimism fades somewhat.”From growth to inflation, here are the main themes jumping out of the book released Wednesday.Economic expansionThe national economy expanded at a “moderate pace” over the past two month or so, a somewhat faster rate than the prior reporting period, the beige book says. Several districts cited the positive effects of increased vaccination rates and relaxed social distancing measures. Manufacturing boomed and activity across the leisure, hospitality and tourism industries strengthened.As the Boston Fed put it: Restaurants across Massachusetts experienced a dramatic uptick in sales in April and May, with recent revenues exceeding those in the same period of 2019. The return of widespread outdoor dining fueled the initial surge in sales, but more recently dining room sales also increased. That’s having a knock-on effect; strong restaurant sales are buoying retail property leasing, the district reported.Supply-chain disruptionsGrowth would be even better if not for severe supply-chain disruptions.Light vehicle sales remained solid but were constrained by tight inventories, while significant supply chain challenges continued to disrupt factory production and construction activity. Home builders across the nation reported strong demand, supported by low mortgage rates, outpaced their capacity to build and prompted some to limit sales.Some form of “supply chain problems” appeared 29 times in the beige book. Every district reported trouble. In Cleveland, “supply chain bottlenecks were constraining growth by causing extended lead times, depleted inventories, and escalating materials and transportation costs.” And in Chicago, “contacts noted that supply chain issues had worsened, particularly for raw materials, microchips, and specialty parts. They expected little improvement through the end of the year,” the book says.Labor shortageWorkers are chief among inputs that are in short supply. Difficulties in hiring are exacerbating supply-chain disruptions and inflating prices, impeding growth and cutting into some companies’ profits.While labor shortages have been concentrated in lower-paying industries, there are signs the problem is spreading. “Reports of labor shortages were more widespread across sectors and skill levels than the last report,” the Dallas Fed reports.Many businesses ranked staffing as a top concern, the New York Fed says, pointing to a combination of workers’ health concerns, child-care constraints, and generous unemployment benefits. A major New York City employment agency noted a significant increase in hiring and a greater sense of urgency to fill open positions, and a substantial proportion of businesses across all major industry sectors plan to raise wages, the district adds.In San Francisco, employers in the construction, manufacturing, technology, retail, healthcare, restaurant, and hospitality sectors raised wages to retain and attract workers for both high- and low-skilled jobs. In addition to raising wages, these employers offered incentives such as sign-on bonuses, reduced or flexible hours, and the ability to work remotely, the regional bank notes.Overall, the beige book says, the lack of job candidates prevented some firms from increasing output and, less commonly, led some businesses to reduce operating hours.Rising pricesOverall price pressures increased further since the last report, the book says, and businesses anticipate further acceleration in the months ahead.“Looking ahead one year, the prices that firms anticipate receiving for their own goods and services rose further still—after the firms reported moderately high expectations last quarter,” says the Philadelphia Fed. “Unlike in prior quarters, firms now expect general consumer inflation to be even higher than firm prices,” a signal that firms are starting to pass through more of the price inflation they’re experiencing—and red flag that hot inflation may not be so temporary. In Cleveland, reports of firms’ raising their selling prices became more widespread. Contacts now expect it to take longer than previously anticipated for supply chain issues to be resolved, and that expectation is driving more aggressive pricing, the regional bank reports. About half of the bank’s contacts plan to raise their selling prices in the second half of the year, with most of those firms intending to do so in a way “that will at least preserve their margins.”Illustrating how fast prices are moving, one real estate developer in Cleveland said quotes from general contractors were now valid for only 10 days, versus as many as 180 days prior to the pandemic.“Inflation pressures reported by business contacts seem to be much more significant than the comments from the Fed itself would suggest,” say Simons and Markowska of Jefferies. “There is nothing in here that suggests business leaders expect input cost increases or higher selling prices will be ‘transitory.’”Ongoing optimismDespite widespread shortages and pricing pressure, businesses across the country remain optimistic thanks to solid demand. Consumer spending has picked up from New York to Kansas City to San Francisco, and districts across the nation report tight customer inventories as firms race to replenish stocks.“Contacts generally maintained a cautiously optimistic outlook,” the Boston Fed says, sentiment that comes through the latest beige book as businesses enjoy booming demand—even if they can’t sufficiently meet it.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":698696352,"gmtCreate":1640358940761,"gmtModify":1640358940842,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Awesome","listText":"Awesome","text":"Awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698696352","repostId":"1175608113","repostType":4,"repost":{"id":"1175608113","kind":"news","pubTimestamp":1640342686,"share":"https://www.laohu8.com/m/news/1175608113?lang=zh_CN&edition=full","pubTime":"2021-12-24 18:44","market":"us","language":"en","title":"Is Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175608113","media":"Investors","summary":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical o","content":"<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>","source":"lsy1610449120050","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 Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Amazon Stock A Buy Right Now As Epic Battle With Walmart Escalates<blockquote>随着与沃尔玛的史诗般的战斗升级，亚马逊股票现在值得买入吗</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Investors</strong><span class=\"h-time small\">2021-12-24 18:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Amazon</b>(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against&nbsp;<b>Walmart</b>(WMT). Is Amazon stock a buy?</p><p><blockquote><b>亚马逊</b>亚马逊(AMZN)计划建立首家大型零售店，向实体店进军，并加强与<b>沃尔玛</b>（WMT）。亚马逊股票值得买入吗？</blockquote></p><p> Amazon's 30,000-square-foot stores, which will&nbsp;debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.</p><p><blockquote>亚马逊的30,000平方英尺的商店将在加利福尼亚州和俄亥俄州首次亮相，其规模不到沃尔玛传统商店的三分之一。它们的大小大约是沃尔玛购物中心商店的六分之一。</blockquote></p><p> Walmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.</p><p><blockquote>实体折扣店巨头沃尔玛正在与在线购物巨头亚马逊展开一场关于零售、电子商务和杂货购物未来的战斗。</blockquote></p><p> Much work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.</p><p><blockquote>两家公司要想赢得亚马逊与沃尔玛的战斗，还有很多工作要做。沃尔玛需要扩大在线业务，同时管理28个国家/地区的11,500家商店，其中4,743家在美国。到2021年底，沃尔玛正在重新设计1,000家商店。它的目标是为顾客创造更精简、更快捷的购物体验。</blockquote></p><p> At the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.</p><p><blockquote>与此同时，亚马逊必须继续积极推出仓库配送中心，并弄清楚建立实体店的策略。</blockquote></p><p> Amazon Is Making Critical Investments</p><p><blockquote>亚马逊正在进行关键投资</blockquote></p><p> \"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"</p><p><blockquote>加拿大皇家银行资本市场分析师布拉德·埃里克森在一份报告中表示：“这里的关键问题是，当前的投资周期何时/是否会推动股价上涨和保证金杠杆的证据。”“只有时间才能证明一切，但我们认为，随着消费者越来越需要更快的运输，亚马逊股票正在进行关键投资，这至少应该保持股价上涨，同时重要的是，增加毛利润。”</blockquote></p><p> Amazon reported&nbsp;third-quarter results&nbsp;on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.</p><p><blockquote>亚马逊于10月28日公布了第三季度业绩。调整后收益较去年同期下降51%至每股6.12美元。分析师预期每股8.92美元。营收攀升15%至1108亿美元，低于预期的1116亿美元。</blockquote></p><p> For its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.</p><p><blockquote>亚马逊预计第四季度营收在1300亿美元至1400亿美元之间。这低于分析师预期的1,420亿美元。亚马逊预测息税前利润（EBIT）为15亿美元，而预期为81亿美元。</blockquote></p><p> The company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.</p><p><blockquote>该公司的云计算部门亚马逊网络服务报告收入增长39%，达到116亿美元。这超过了云计算增长35%的预期。</blockquote></p><p> Cowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.</p><p><blockquote>Cowen分析师John Blackledge最近将亚马逊股票的目标价从4,300点上调至4,500点。他将亚马逊列为2022年大型股类别中的“最佳创意”之一。</blockquote></p><p> <b>Amazon Introduces Numerous New Gadgets</b></p><p><blockquote><b>亚马逊推出众多新产品</b></blockquote></p><p> On Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.</p><p><blockquote>9月28日，亚马逊在秋季产品发布会上推出了一系列消费电子产品，包括智能显示器和家用机器人。</blockquote></p><p> The Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.</p><p><blockquote>这家总部位于西雅图的电子商务巨头推出了几款利用其Alexa语音助手技术的设备。其中包括Echo Show 15智能显示屏，旨在让家庭保持有序、联系和娱乐。</blockquote></p><p> Another Alexa-enabled device is Amazon's first robot, which is named&nbsp;Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.</p><p><blockquote>另一款支持Alexa的设备是亚马逊的第一款机器人，名为Astro。机器人将充当保安、伴侣和移动智能显示器。该公司表示，它汇集了人工智能、计算机视觉、传感器技术以及语音和边缘计算的新进展。</blockquote></p><p> Earlier this month, Amazon moved deeper into the television market with an&nbsp;all-new lineup of devices&nbsp;and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.</p><p><blockquote>本月早些时候，亚马逊凭借全新的设备系列和首款亚马逊品牌的4K智能电视深入电视市场。亚马逊电视产品将于10月上市。亚马逊还推出了4K版本的Fire电视棒。</blockquote></p><p> <b>Plenty Of Growth Opportunities</b></p><p><blockquote><b>大量增长机会</b></blockquote></p><p> Amazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.</p><p><blockquote>亚马逊带着大量巨大的增长机会进入2021年。这包括计划在美国范围内扩展其虚拟医疗保健计划。它还在扩大其处方药业务。</blockquote></p><p> On March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.</p><p><blockquote>3月17日，亚马逊宣布其名为Amazon Care的远程医疗试点计划将于今年夏天扩展到所有美国员工及其家人以及其他公司。该计划于18个月前在西雅图总部首次启动。</blockquote></p><p> If Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.</p><p><blockquote>如果亚马逊能够提供更高效的医疗保健服务，那么推动其增长引擎的潜力是巨大的，进而推动亚马逊股票。医疗保健现在占美国经济的近五分之一。</blockquote></p><p> Amazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.</p><p><blockquote>亚马逊表示，该计划使工作人员能够通过聊天或视频会议与医疗专业人员联系，并将患者与医疗专业人员联系起来。此外，Amazon Care可以派遣医疗专业人员到患者家中进行额外护理。</blockquote></p><p> Analysts at Jefferies give Amazon a buy rating and price target or 4,000.</p><p><blockquote>杰富瑞(Jefferies)分析师给予亚马逊买入评级和目标价4,000点。</blockquote></p><p> \"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.</p><p><blockquote>杰富瑞(Jefferies)的一份报告称：“我们认为，连续两次下调指引后的低预期将使亚马逊更好地实现核心零售业务的上行空间。”</blockquote></p><p> \"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.</p><p><blockquote>它表示：“我们还看到亚马逊利润率最高的两项业务AWS和广告出现了有吸引力的增长，这足以抵消劳动力短缺和供应链中断带来的近期成本阻力。”</blockquote></p><p> <b>Tapping The Market For Prescription Drugs</b></p><p><blockquote><b>开拓处方药市场</b></blockquote></p><p></p><p> In addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it&nbsp;launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.</p><p><blockquote>此外，亚马逊正在进军3500亿美元的处方药市场。去年年底，该公司推出了亚马逊药房，在药店和处方药批发商中大放异彩。新部门将为亚马逊Prime会员提供高达80%的仿制药折扣和40%的品牌药物折扣。</blockquote></p><p> On May 26, Amazon announced it is acquiring&nbsp;iconic film studio Metro-Goldwyn-Mayer&nbsp;for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.</p><p><blockquote>5月26日，亚马逊宣布以84.5亿美元收购标志性电影制片厂米高梅，希望广泛扩大其在流媒体视频领域的地位，并增加其Prime rewards计划的价值。此次收购是亚马逊自2017年以137亿美元收购全食超市以来规模最大的一次。</blockquote></p><p> To get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.</p><p><blockquote>要获得Amazon Prime，用户需要为该服务支付年费或月费，并获得多项福利。这包括免费访问亚马逊视频和亚马逊音乐。亚马逊在其电影和电视业务以及体育直播上投资了数十亿美元。</blockquote></p><p> Another growth vehicle for Amazon in 2021 is advertising.&nbsp;When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers.&nbsp;And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.</p><p><blockquote>2021年亚马逊的另一个增长载体是广告。在寻找产品时，大约一半的美国成年人从亚马逊开始搜索。更多的搜索会吸引更多的广告商。由于新冠肺炎导致更多的消费者在线购物，这将使亚马逊的广告增长保持强劲。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220\">Investors</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":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://www.investors.com/news/technology/amazon-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175608113","content_text":"Amazon(AMZN) plans to build its first large-format retail stores, making a new foray into physical outlets and stepping up its battle against Walmart(WMT). Is Amazon stock a buy?\nAmazon's 30,000-square-foot stores, which will debut in California and Ohio, are less than one-third the size of Walmart's conventional outlets. They're about one-sixth the size of Walmart Supercenter stores.\nWalmart, the behemoth of brick-and-mortar discount stores, is dueling Amazon, the giant of online shopping, in a battle over the future of retail, e-commerce and grocery shopping.\nMuch work remains for either company to win theAmazon vs. Walmart battle. Walmart needs to expand online operations while also managing 11,500 stores across 28 countries, of which 4,743 are in the U.S. It's in the process of redesigning 1,000 stores by the end of 2021. Its goal is to create a more streamlined and faster shopping experience for customers.\nAt the same time, Amazon must continue its aggressive rollout of warehouse distribution centers and figure out its strategy for building physical stores.\nAmazon Is Making Critical Investments\n\"The key question from here is when/if does the current investment cycle drive evidence of share gains and margin leverage,\" RBC Capital Markets analyst Brad Erickson said in a note. \"Only time will tell, but in our view AMZN stock is making critical investments as consumers increasingly demand faster shipping which should at least maintain share gains while, importantly, growing gross profit dollars.\"\nAmazon reported third-quarter results on Oct. 28. Adjusted earnings fell 51% from the year-ago period to $6.12 a share. Analysts expected $8.92 a share. Revenue climbed 15% to $110.8 billion, below expectations of $111.6 billion.\nFor its fourth quarter, Amazon forecast revenue in the range of $130 billion to $140 billion. That missed analyst estimates for $142 billion. Amazon forecast earnings before interest and taxes, called EBIT, of $1.5 billion, versus estimates of $8.1 billion.\nThe company's cloud-computing unit, Amazon Web Services, reported revenue growth of 39% to $11.6 billion. That topped estimates for 35% cloud-computing growth.\nCowen analyst John Blackledge recently raised his price target on Amazon stock to 4,500, from 4,300. He listed Amazon as one of the \"best ideas\" for 2022, in the mega-cap category.\nAmazon Introduces Numerous New Gadgets\nOn Sept. 28, Amazon introduced aplethora of consumer electronics gadgets, including smart displays and a home robot, at a fall product launch event.\nThe Seattle-based e-commerce giant unveiled several devices that leverage its Alexa voice assistant technology. They include theEcho Show 15smart display, which is designed to keep families organized, connected and entertained.\nAnother Alexa-enabled device is Amazon's first robot, which is named Astro. The robot will act as a security guard, companion and mobile smart display. It brings together new advancements in artificial intelligence, computer vision, sensor technology, and voice and edge computing, the company said.\nEarlier this month, Amazon moved deeper into the television market with an all-new lineup of devices and its first Amazon-branded 4K smart TVs. The Amazon TV products go on sale in October. Amazon also introduced a 4K version of its Fire TV stick.\nPlenty Of Growth Opportunities\nAmazon entered 2021 with plenty of big growth opportunities. This included plans to expand its virtual health care program across the U.S. It is also expanding its prescription drug business.\nOn March 17, Amazon announced that its telehealth pilot program, called Amazon Care, would expand to all of its U.S. employees and their families as well as other firms this summer. The program first launched at its Seattle headquarters 18 months ago.\nIf Amazon can deliver more efficient health care services, the potential is enormous for fueling its growth engine — and by extension Amazon stock. Health care now comprises nearly a fifth of the U.S. economy.\nAmazon said the program enables workers to connect with medical professionals via chat or video conference, and connect patients with medical professionals. In addition, Amazon Care can dispatch a medical professional to a patient's home for additional care.\nAnalysts at Jefferies give Amazon a buy rating and price target or 4,000.\n\"We believe low expectations following two consecutive guide-downs better positions AMZN for upside in the core retail business,\" according to a Jefferies report.\n\"We also see attractive growth at AWS and advertising, AMZN's two highest margin businesses, serving to more than offset near-term cost headwinds from labor shortages and supply chain disruption,\" it said.\nTapping The Market For Prescription Drugs\nIn addition, Amazon is tapping into the $350 billion market for prescription drugs. The company fired a big shot across the bow of drugstores and prescription drug wholesalers late last year when it launched Amazon Pharmacy. The new unit will offer Amazon Prime members discounts of up to 80% on generic drugs and 40% on brand medications.\nOn May 26, Amazon announced it is acquiring iconic film studio Metro-Goldwyn-Mayer for $8.45 billion, looking broadly expand its position in streaming video and increase the value of its Prime rewards program. The acquisition is Amazon's largest since buying Whole Foods for $13.7 billion in 2017.\nTo get Amazon Prime, users pay an annual or monthly fee for the service and receive multiple perks. This includes free access to Amazon Video and Amazon Music. Amazon has invested billions of dollars in its film and TV operations as well as live sports.\nAnother growth vehicle for Amazon in 2021 is advertising. When looking for a product, about half of U.S. adults start their search with Amazon. More searches draw more advertisers. And as Covid-19 has caused more consumers to shop online that will keep Amazon's ad growth humming.","news_type":1,"symbols_score_info":{"WMT":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698696523,"gmtCreate":1640358997967,"gmtModify":1640358998049,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698696523","repostId":"1122704248","repostType":4,"repost":{"id":"1122704248","kind":"news","pubTimestamp":1640346833,"share":"https://www.laohu8.com/m/news/1122704248?lang=zh_CN&edition=full","pubTime":"2021-12-24 19:53","market":"us","language":"en","title":"3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1122704248","media":"Motley Fool","summary":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some","content":"<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Charts to Consider if You Want to Own an EV Stock<blockquote>如果您想持有电动汽车股票，需要考虑3张图表</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-24 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.</p><p><blockquote>投资者对电动汽车（EV）公司感到非常兴奋。过去两年，一些股票的涨幅非常大。现在，该行业的前景似乎正在明朗，因此投资者可以更好地了解参与者是谁，以及电动汽车制造商将在多长时间内推出新产品。</blockquote></p><p> Beyond just looking at the exciting new products and potentially huge market,investors should research&nbsp;details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.</p><p><blockquote>除了关注令人兴奋的新产品和潜在的巨大市场之外，投资者还应该研究有助于比较和对比电动汽车制造商的细节。如果您现在有兴趣深入研究，下面的三张图表将提供一些值得您在投资前考虑的数据。</blockquote></p><p> <b>Returns have been unpredictable</b></p><p><blockquote><b>回报是不可预测的</b></blockquote></p><p> Many have bought into the EV sector looking for large, market-beating returns. While shares of EV leader<b>Tesla</b>(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:</p><p><blockquote>许多人买入电动汽车行业，寻求超越市场的巨额回报。而电动汽车领导者的股票<b>特斯拉</b>（纳斯达克：TSLA）去年飙升，随着公开交易名称领域的增长，回报却不一致。投资者需要为一路上的大幅波动做好准备。下图显示了美国和中国电动汽车制造商最近六个月的回报：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/628cf15ff39a9f1a896ba56a7db9020d\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"><span>DATA BYYCHARTS.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来自YCharts。</span></p></blockquote></p><p> Even the strong returns from Tesla and&nbsp;<b>Lucid Group</b>(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers&nbsp;<b>Nio</b>(NYSE:NIO)&nbsp;and&nbsp;<b>XPeng</b>(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.<b>Lordstown Motors</b>(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.</p><p><blockquote>即使特斯拉的强劲回报和<b>Lucid集团</b>（纳斯达克：LCID）股票在过去两个月里出现了大幅波动。尽管中国电动汽车制造商<b>蔚来</b>（纽约证券交易所代码：蔚来）和<b>小鹏</b>（纽约证券交易所股票代码：XPEV）的销售额一直在快速增长，但其股价自2021年6月以来有所回落。<b>洛兹敦汽车公司</b>（纳斯达克：RIDE）是Endurance全电动工作卡车的制造商，该公司一直在苦苦挣扎，股东今年为此付出了代价。教训是，会有赢家和输家，电动汽车股票的走势可能会迅速而极端。</blockquote></p><p> <b>There's plenty of demand</b></p><p><blockquote><b>需求很大</b></blockquote></p><p> Just looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:</p><p><blockquote>当然，仅仅关注股价走势并不能说明全部情况。虽然蔚来和小鹏汽车的股价在过去半年没有上涨，但两家公司的销售额在2021年前9个月都猛增，如下所示：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2201193c16f33bc21f52f5aacebbea\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者绘制的图表。*小鹏2021年与2020年最后三个季度的比较。</span></p></blockquote></p><p> Tesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent&nbsp;market capitalizations&nbsp;of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.</p><p><blockquote>与去年同期相比，特斯拉2021年前9个月的交付量几乎翻了一番。但小鹏汽车和蔚来汽车的交付量增长速度要快得多，尽管这两家中国公司的发展基础要小得多。由于两者的估值已经很高，最近的市值分别约为360亿美元和480亿美元，投资者近几个月来纷纷抛售股票。全球需求强劲且不断增长，但这不会自动导致股价上涨。</blockquote></p><p> <b>Profitability will take time</b></p><p><blockquote><b>盈利需要时间</b></blockquote></p><p> Investors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:</p><p><blockquote>任何企业的投资者都需要关注底线。然而，早期成长型公司不一定会很快盈利。尤其是像汽车制造这样的高固定成本业务，利润只会随着规模而来。如下图所示，目前很少有电动汽车制造商实现盈利：</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32eab03a7b97ed8deb8757e127924d51\" tg-width=\"700\" tg-height=\"495\" width=\"100%\" height=\"auto\"><span>DATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据来源：公司财务备案。作者图表。</span></p></blockquote></p><p> Tesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .</p><p><blockquote>特斯拉在2021年第三季度报告利润超过16亿美元，引领行业。</blockquote></p><p> BYD is perhaps a less well-known Chinese EV company, and it sells more than just&nbsp;electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.</p><p><blockquote>比亚迪可能是一家不太知名的中国电动汽车公司，它销售的不仅仅是电动汽车；它还生产电池、电动公交车和传统内燃机汽车。但其“新能源汽车”——包括插电式混合动力汽车——占其11月份交付的近10万辆新能源乘用车的90%以上。</blockquote></p><p> Lucid and&nbsp;<b>Rivian Automotive</b>(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.</p><p><blockquote>清醒和<b>Rivian汽车</b>（纳斯达克：RIVN）最近受到了很多关注，但他们几乎没有开始发货；那里的损失将持续一段时间，直到这些公司达到规模。投资者希望蔚来和小鹏汽车尽快实现盈利，因为两者都在增长销量并扩大产品供应。但对该行业感兴趣的投资者需要做好漫长道路的准备，才能预期盈利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","TSLA":"特斯拉","LCID":"Lucid Group Inc","XPEV":"小鹏集团","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2021/12/24/3-charts-to-consider-to-own-an-ev-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122704248","content_text":"There's been a lot of investor excitement about electric vehicle (EV) companies. And gains from some stocks have been exceptional over the last two years. Now, the landscape for the sector seems to be clearing so investors can get a better idea of who the players are, and over what time frame EV makers will be bringing out new offerings.\nBeyond just looking at the exciting new products and potentially huge market,investors should research details that will help compare and contrast the EV makers. If you're interested in diving in now, the three charts below will provide a look at some data worth considering before you make an investment.\nReturns have been unpredictable\nMany have bought into the EV sector looking for large, market-beating returns. While shares of EV leaderTesla(NASDAQ:TSLA)skyrocketed last year, as the field of publicly traded names has grown, returns have been inconsistent. And investors need to be prepared for plenty of volatility along the way. The chart below shows the most recent six-month returns from a mix of U.S.- and China-based EV makers:\nDATA BYYCHARTS.\nEven the strong returns from Tesla and Lucid Group(NASDAQ:LCID)stocks have included big swings in just the past two months. And though Chinese EV makers Nio(NYSE:NIO) and XPeng(NYSE:XPEV)have been growing sales quickly, their stocks have backtracked since June 2021.Lordstown Motors(NASDAQ:RIDE), maker of the Endurance all-electric work truck, has struggled, and shareholders have paid the price this year. The lesson is that there will be winners and losers, and EV stock moves can be quick and extreme.\nThere's plenty of demand\nJust looking at share-price movement doesn't tell the full story, of course. While Nio and XPeng shares haven't moved higher in the last half-year, both company's sales skyrocketed over the first nine months of 2021, as shown below:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.*XPENG 2021 COMPARISON WITH FINAL THREE QUARTERS OF 2020.\nTesla has almost doubled its deliveries over the first nine months of 2021 compared to the year-ago period. But XPeng andNio deliveries are growing much faster, though the two Chinese companies are growing off of a much smaller base. And as both are already richly valued, with recent market capitalizations of around $36 billion and $48 billion, respectively, investors have sold off shares in recent months. Global demand is strong and growing, but that won't automatically result in growing share prices.\nProfitability will take time\nInvestors in any business need to focus on the bottom line. Early stage growth companies aren't necessarily expected to become profitable quickly, however. Especially with a high-fixed-cost business like automotive manufacturing, profits will only come with scale. As the chart below shows, few EV makers are bringing in profits yet:\nDATA SOURCE: COMPANY FINANCIAL FILINGS. CHART BY AUTHOR.\nTesla led the industry with a reported profit of more than $1.6 billion in the third quarter of 2021 .\nBYD is perhaps a less well-known Chinese EV company, and it sells more than just electric cars; it also makes batteries, electric buses, and traditional internal combustion vehicles. But its \"new energy vehicles\" -- which include plug-in hybrid electrics -- made up more than 90% of the nearly 100,000 new energy passenger vehicles it delivered in November.\nLucid and Rivian Automotive(NASDAQ:RIVN)are getting a lot of attention recently, but they've barely started shipping product; the losses there will continue for some time until those companies reach scale. Investors hope that Nio and XPeng reach profitability soon, as both are growing sales and expanding product offerings. But investors interested in the sector need to be prepared for a long road before profitability can be expected.","news_type":1,"symbols_score_info":{"RIVN":0.9,"XPEV":0.9,"TSLA":0.9,"LCID":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164196314,"gmtCreate":1624177636538,"gmtModify":1634009751948,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"LETS GO AMC&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>","listText":"LETS GO AMC&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>","text":"LETS GO AMC $AMC Entertainment(AMC)$","images":[{"img":"https://static.tigerbbs.com/a0862517e3a37b2d8386386a5896b117","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164196314","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":696441554,"gmtCreate":1640755807810,"gmtModify":1640755889783,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/696441554","repostId":"1186633322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848495856,"gmtCreate":1636017664626,"gmtModify":1636017722469,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Lets Go AMC","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Lets Go AMC","text":"$AMC Entertainment(AMC)$Lets Go AMC","images":[{"img":"https://static.tigerbbs.com/09a0e1ab85d876df58c88d92186141fc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848495856","isVote":1,"tweetType":1,"viewCount":4199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":184552815,"gmtCreate":1623719661237,"gmtModify":1634029642278,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"Ooof","listText":"Ooof","text":"Ooof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/184552815","repostId":"2143733744","repostType":4,"isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":843464945,"gmtCreate":1635851583436,"gmtModify":1635851583494,"author":{"id":"3583115065771135","authorId":"3583115065771135","name":"bigjosh","avatar":"https://static.tigerbbs.com/dc2bdb60764a0c5da0dca6883c483fb4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583115065771135","authorIdStr":"3583115065771135"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>Lets Go up","listText":"<a href=\"https://laohu8.com/S/SPOT\">$Spotify Technology S.A.(SPOT)$</a>Lets Go up","text":"$Spotify Technology S.A.(SPOT)$Lets Go up","images":[{"img":"https://static.tigerbbs.com/ef46297cf46bcb0247b0893a0e15b567","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843464945","isVote":1,"tweetType":1,"viewCount":2972,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}